Day One Biopharmaceuticals (DAWN) Corporate presentation summary

Company overview and strategy

• Commercial-stage biopharmaceutical company focused on targeted therapies for life-threatening diseases in all age groups.

• OJEMDA (tovorafenib) approved in April 2024 for pediatric low-grade glioma (pLGG) with BRAF alterations.

• Pipeline includes OJEMDA, Emi-Le (B7-H4 ADC for ACC), and DAY301 (PTK7 ADC for solid tumors).

• Strategic acquisitions (Mersana Therapeutics, DAY301) and global expansion through Ipsen partnership.

• Strong balance sheet with $441M in cash, cash equivalents, and short-term investments at year-end 2025.

OJEMDA clinical and commercial performance

• OJEMDA is redefining the treatment paradigm in relapsed/refractory pLGG, showing durable responses and minimal tumor rebound.

• Three-year FIREFLY-1 data: median duration of response 19.4 months, median time to next treatment 42.6 months, 77% treatment-free at least 12 months post-therapy.

• No new safety signals in 3-year update; strong physician confidence and repeat utilization.

• 2025 net product revenue $155.4M (+172% YoY), with 2026 guidance of $225–$250M.

• OJEMDA positioned as 2L standard of care in r/r pLGG, with significant headroom for increased market penetration.

Market opportunity and growth drivers

• $1B+ revenue opportunity across OJEMDA in r/r and 1L pLGG and Emi-Le in ACC.

• Frontline (1L) pLGG approval could double OJEMDA’s addressable market; pivotal Phase 3 FIREFLY-2 trial topline data expected mid-2027.

• Emi-Le offers a first-in-class opportunity in ACC, with Phase 1 data expected mid-2026 and potential rapid regulatory pathway.

• DAY301 targets PTK7 in solid tumors, with Phase 1a data expected 2H 2026.

• Global commercial expansion through Ipsen and continued pipeline advancement support long-term growth.