Day One BiopharmaceuticalsDAWN
DAWN
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
0
Funds holding %
of 7,429 funds
–
Analysts bullish %
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: 70 | Existing positions reduced: 55
7% less funds holding
Funds holding: 184 [Q1] → 171 (-13) [Q2]
8.1% less ownership
Funds ownership: 92.8% [Q1] → 84.7% (-8.1%) [Q2]
25% less capital invested
Capital invested by funds: $746M [Q1] → $558M (-$188M) [Q2]
26% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 34
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
130%
upside
Avg. target
$21
194%
upside
High target
$25
259%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
HC Wainwright & Co. Andrew S. Fein | 259%upside $25 | Buy Maintained | 6 Aug 2025 |
Needham Ami Fadia | 130%upside $16 | Buy Maintained | 6 Aug 2025 |
Financial journalist opinion
Based on 4 articles about DAWN published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
Day One Biopharmaceuticals: Bear Case Priced In, But Bull Case Is Not (Rating Upgrade)
OJEMDA's strong efficacy and expanding market share in pLGG, plus a robust cash runway, position Day One for significant upside if FIREFLY-2 succeeds. Current valuation is deeply discounted, reflecting modest launch, small TAM, and confirmatory trial risk, but underappreciates asymmetric reward potential. Early sales growth is solid, though moderating; future catalysts hinge on FIREFLY-2 results, EU approval, and DAY301 pipeline progress.
Neutral
Seeking Alpha
2 weeks ago
Day One Biopharmaceuticals, Inc. (DAWN) Q2 2025 Earnings Call Transcript
Day One Biopharmaceuticals, Inc. (NASDAQ:DAWN ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Charles N. York - COO & CFO Jeremy Bender - CEO, President & Director Joey Perrone - Corporate Participant Lauren Merendino - Chief Commercial Officer Michael Vasconcelles - Corporate Participant Conference Call Participants Alec Warren Stranahan - BofA Securities, Research Division Andrea R.
Positive
The Motley Fool
2 weeks ago
Day One (DAWN) Q2 Revenue Jumps 313%
Day One Biopharmaceuticals (DAWN 2.15%), a clinical-stage biopharmaceutical company focused on developing therapies for pediatric cancers and rare tumor types, reported its earnings for Q2 2025 on August 5, 2025. The main headline: robust growth in OJEMDA (tovorafenib) prescription numbers and revenue, although total quarterly revenue (GAAP) of $33.9 million came in slightly below the analyst consensus of $34.9 million.
Neutral
GlobeNewsWire
2 weeks ago
Day One Reports Second Quarter 2025 Financial Results and Corporate Progress
OJEMDA™ (tovorafenib) net product revenue of $33.6 million in Q2 2025, a 10% quarter-over-quarter increase OJEMDA full-year 2025 net product revenue expected to be $140 to $150 million Ended the second quarter with $453.1 million in cash, cash equivalents and short-term investments Company to host conference call and webcast today, August 5, 4:30 p.m. ET BRISBANE, Calif.
Positive
Zacks Investment Research
1 month ago
Wall Street Analysts Believe Day One Biopharmaceuticals (DAWN) Could Rally 303.46%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 303.5% in Day One Biopharmaceuticals (DAWN). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Neutral
GlobeNewsWire
1 month ago
Day One to Report Second Quarter 2025 Financial Results Tuesday, August 5, 2025
BRISBANE, Calif., July 22, 2025 (GLOBE NEWSWIRE) -- Day One Biopharmaceuticals (Nasdaq: DAWN) (“Day One” or the “Company”), a biopharmaceutical company dedicated to developing and commercializing targeted therapies for people of all ages with life-threatening diseases, today announced it will host a live conference call and webcast on Tuesday, August 5, 2025 at 4:30 p.m. ET to report financial results and discuss corporate progress for the second quarter 2025.
Neutral
GlobeNewsWire
2 months ago
Day One Appoints Michael Vasconcelles, M.D., as Head of Research and Development
Dr. Michael Vasconcelles brings more than 25 years of extensive oncology research, development and health technology expertise and corporate executive leadership to Day One
Neutral
Seeking Alpha
2 months ago
Day One Biopharmaceuticals: Strong Ojemda Potential In Q2 And Solid Rationale For DAY-301
DAWN reported modest Q1'25 sales growth vs Q4'24, and the reaction of the stock has unsurprisingly been muted. Upcoming Q2'25 earnings are pivotal: confirmation of accelerating growth could spark upside, while continued sluggishness risks further stock stagnation or decline. Potential European approval for Ojemda and phase 1 data from a trial of DAY-301 represent other catalysts ahead, but likely won't provide much news this quarter.
Neutral
Seeking Alpha
3 months ago
Day One Biopharmaceuticals, Inc. (DAWN) Q1 2025 Earnings Call Transcript
Day One Biopharmaceuticals, Inc. (NASDAQ:DAWN ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Joey Perrone - Senior Vice President, Finance & Investor Relations Jeremy Bender - Chief Executive Officer Lauren Merendino - Chief Commercial Officer Charles York - Chief Operating & Financial Officer Elly Barry - Chief Medical Officer Conference Call Participants Tara Bancroft - TD Cowen Alec Stranahan - Bank of America Soumit Roy - Jones Research Andrea Newkirk - Goldman Sachs Andres Maldonado - H.C. Wainwright Operator Ladies and gentlemen, thank you for standby.
Negative
Zacks Investment Research
3 months ago
Day One Biopharmaceuticals, Inc. (DAWN) Reports Q1 Loss, Tops Revenue Estimates
Day One Biopharmaceuticals, Inc. (DAWN) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.46. This compares to loss of $0.72 per share a year ago.
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