Day One Biopharmaceuticals (DAWN)

• Market cap: $728M
• 1 day: -0.97%
• 5 days: -3.92%
• 1 month: 4.41%
• 3 months: 7.08%
• 6 months: -17.99%
• Year to date: -44.06%
• 1 year: -47.84%
• 5 years: -72.54%
• 10 years: -72.54%
• Sector: Healthcare
• Industry: Biotechnology

About: Day One Biopharmaceuticals Inc is a clinical-stage biopharmaceutical company. It is dedicated towards developing and commercializing targeted therapies for patients of all ages with genetically defined cancers. Initially, it focuses on clinical development efforts on pediatric patients living with cancer, a vulnerable population that has been underserved in the recent revolution in targeted therapeutics and immuno-oncology. The product candidate, DAY101, is an oral, brain-penetrant, highly-selective type II pan-rapidly accelerated fibrosarcoma, or pan-RAF, and kinase inhibitor.

Employees: 181

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

55% more call options, than puts

Call options by funds: $902K | Put options by funds: $581K

27% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 56

5% less funds holding

Funds holding: 184 [Q1] → 174 (-10) [Q2]

7.8% less ownership

Funds ownership: 92.8% [Q1] → 85.0% (-7.8%) [Q2]

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

25% less capital invested

Capital invested by funds: $746M [Q1] → $560M (-$186M) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $16
• Avg. target: $21
• High target: $25

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

HC Wainwright & Co. Andrew S. Fein	$25	Buy Maintained	6 Aug 2025
Needham Ami Fadia	$16	Buy Maintained	6 Aug 2025