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Day One Biopharmaceuticals ( (DAWN) ) just unveiled an announcement.
On January 11, 2026, Day One Biopharmaceuticals reported preliminary unaudited 2025 OJEMDA net product revenue of $155.4 million, up 172% year over year, with fourth-quarter sales of about $52.8 million driven by rising patient demand and 1,394 prescriptions in the quarter. The company issued 2026 U.S. net product revenue guidance for OJEMDA of $225 million to $250 million, implying roughly 53% growth at the midpoint, and highlighted a cash, cash equivalents and short-term investment position of about $441.1 million as of December 31, 2025, prior to the Mersana acquisition, underscoring its capacity to fund ongoing commercialization and clinical programs. Management outlined 2026 priorities including expanding OJEMDA’s commercial footprint and solidifying its role as standard of care in second-line pediatric low-grade glioma, completing enrollment in the pivotal Phase 3 FIREFLY-2 trial in first-line pLGG in the first half of 2026, and delivering Phase 1 data for Emi-Le by mid-2026 and initial Phase 1a data for DAY301 in the second half of 2026, positioning the company for further growth and potentially broader oncology indications.
The most recent analyst rating on (DAWN) stock is a Buy with a $25.00 price target. To see the full list of analyst forecasts on Day One Biopharmaceuticals stock, see the DAWN Stock Forecast page.
Spark’s Take on DAWN Stock
According to Spark, TipRanks’ AI Analyst, DAWN is a Neutral.
The score is held back primarily by weak financial performance (large operating losses, significant cash burn, and recent TTM revenue decline) despite a strong, low-leverage balance sheet. Offsetting this, the latest earnings call was notably positive with accelerating OJEMDA demand and raised full-year guidance. Technicals are mixed (near-term weakness but longer-term support), and valuation is difficult to justify on earnings given the negative P/E and no dividend yield provided.
To see Spark’s full report on DAWN stock, click here.
More about Day One Biopharmaceuticals
Day One Biopharmaceuticals, based in Brisbane, California, is a commercial-stage biopharmaceutical company focused on developing and commercializing targeted cancer therapies for patients of all ages, with a particular emphasis on addressing the longstanding lack of drug development in pediatric cancers. Its pipeline centers on tovorafenib (marketed as OJEMDA) for pediatric low-grade glioma, the PTK7-targeted antibody-drug conjugate DAY301, and Emi-Le (emiltatug ledadotin), an antibody-drug conjugate targeting B7-H4 for adenoid cystic carcinoma, added through the recent acquisition of Mersana Therapeutics.
Average Trading Volume: 2,495,126
Technical Sentiment Signal: Hold
Current Market Cap: $977.8M
For a thorough assessment of DAWN stock, go to TipRanks’ Stock Analysis page.