Day One Biopharmaceuticals

DAWN

Market cap $738M

The mean of analysts' price targets for Day One Biopharmaceuticals (DAWN) points to a 241.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Day One Biopharmaceuticals (DAWN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

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.

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.

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.

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.

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.

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.

Dr. Michael Vasconcelles brings more than 25 years of extensive oncology research, development and health technology expertise and corporate executive leadership to Day One

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.