Day One Biopharmaceuticals (DAWN) Corporate Presentation summary

Strategic vision and mission

• Focused on developing targeted therapies for life-threatening diseases in patients of all ages, with a strong emphasis on pediatric needs.

• Commercial-stage biopharmaceutical company advancing first- or best-in-class medicines for both childhood and adult diseases.

• Demonstrated ability to find, acquire, and commercialize innovative therapies, supporting long-term growth.

Product portfolio and pipeline

• OJEMDA (tovorafenib) approved in April 2024 for relapsed/refractory pediatric low-grade glioma (pLGG) with BRAF alterations; EMA decision expected in 2026.

• Pipeline includes DAY301 (PTK7-targeted ADC) and Emi-Le (B7-H4-targeted ADC), expanding into adult and pediatric solid tumors.

• FIREFLY-2 pivotal Phase 3 trial underway for front-line pLGG; DAY301 Phase 1 progressing with first dose cohort cleared in January 2025.

Market opportunity and commercial performance

• U.S. addressable population for OJEMDA in relapsed/refractory pLGG estimated at 2,000–3,000 annually, with significant expansion potential in front-line therapy.

• Achieved $38.5M in Q3 2025 OJEMDA net product revenue, with 15% sequential growth and 89% year-to-date growth over 2024.

• Prescription volume and new patient starts grew 18% and 19% respectively in Q3 2025, with high persistency and repeat use among prescribers.

• 2025 net product revenue guidance raised to $145–$150 million.