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Day One Biopharmaceuticals (DAWN)
NASDAQ:DAWN
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.28Last Year’s EPS
-0.35Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong commercial momentum for Ojemda with exceptional revenue growth (FY2025 revenue up 172% YoY; Q4 sequential growth of 37%), robust prescription trends (>4,600 scripts, +180% YoY) and a solid balance sheet (~$441M cash, no debt). Clinical readouts (FIREFLY-1 three-year data) provide compelling efficacy and long TTNT supporting clinical value, and the Mersana acquisition adds a promising near-term pipeline asset (EMILY) with mid-2026 data expected. Offsetting risks include pediatric safety considerations (decreased growth velocity, anemia, occasional severe rash), concentration on a single marketed product, expected gross-to-net pressure in 2026 (guidance rising to 16%–19%), and timing/regulatory uncertainties for pipeline readouts (FIREFLY-2 top-line mid-2027, EMILY data mid-2026). Overall the positives — strong commercial execution, clear growth guidance, healthy payer coverage, and a strong cash position — outweigh the challenges, though pipeline timing and safety management remain important watchpoints.Company Guidance
Strong Full-Year Revenue Growth Driven by Ojemda
Net product revenue of $155.4 million for FY2025, representing a 172% year-over-year increase and double-digit sequential quarterly growth throughout 2025; revenue exceeded combined cost of sales and SG&A within ~20 months of approval.
Robust Q4 Performance
Q4 2025 U.S. Ojemda net product revenue of $52.8 million, a 37% sequential increase over Q3; Q4 prescriptions exceeded 1,300, up 11% quarter-over-quarter despite typical holiday seasonality.
Rapid Adoption and Prescription Volume Growth
More than 4,600 total prescriptions in 2025, representing over 180% growth versus 2024; new patient starts in the second half of 2025 increased ~25% versus the first half.
Confident 2026 Revenue Guidance
Re-iterated 2026 Ojemda net product revenue guidance of $225 million to $250 million (midpoint implies greater than 50% year-over-year growth versus 2025).
Favorable Payer Coverage and Access
High payer dynamics with ~95% coverage, >90% of patients approved on first request, and over 95% of pLGG patients receiving paid drug — minimizing reliance on free drug programs and enabling quick therapy starts.
Strong Balance Sheet and Capital Position
Ended 2025 with approximately $441 million in net cash and no debt, providing financial flexibility to support commercial growth and pipeline advancement; acquisition of Mersana closed in January 2026 to add the EMILY program.
Compelling FIREFLY-1 Three-Year Efficacy Data
FIREFLY-1 three-year data showed a 53% objective response rate (vs 51% at approval), median response duration of 19.4 months, median time to response 5.4 months, median PFS 16.6 months and median time-to-next-treatment (TTNT) of 42.6 months; 45% of patients who progressed on therapy later demonstrated further tumor reduction after continuing treatment.
Pipeline Progress — EMILY and DAY301
Acquired EMILY (a B7-H4 ADC) with monotherapy antitumor activity in adenoid cystic carcinoma (ACC); additional EMILY data and expanded safety set expected mid-2026. DAY301 (PTK7 ADC) is in dose escalation with early signs of antitumor activity and a planned program update in 2026.
Improving Cost Efficiency
Total cost and operating expenses declined year-over-year to $286 million for FY2025 from $348 million in FY2024, and Q4 operating expenses were $81 million versus $95 million in Q4 2024, largely due to absence of one-time 2024 in-licensing expenses.
DAWN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DAWN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $12.02 | $10.93 | -9.07% |
Nov 04, 2025 | $7.30 | $9.14 | +25.21% |
Aug 05, 2025 | $6.88 | $5.80 | -15.70% |
May 06, 2025 | $6.99 | $6.30 | -9.87% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Day One Biopharmaceuticals (DAWN) report earnings?
Day One Biopharmaceuticals (DAWN) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Day One Biopharmaceuticals (DAWN) earnings time?
Day One Biopharmaceuticals (DAWN) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DAWN EPS forecast?
DAWN EPS forecast for the fiscal quarter 2026 (Q1) is -0.28.