The earnings call presented a positive outlook with strong revenue growth, increased prescriptions, and positive clinical data. The raised revenue guidance and inclusion in NCCN guidelines further support a positive trajectory. However, the high gross-to-net ratio and limited impact of EAP patients were noted challenges.
Company Guidance
During the Day One Biopharmaceuticals Third Quarter 2025 Financial and Operating Results Conference Call, significant growth metrics were highlighted, particularly for their drug OJEMDA. Notably, net product revenue increased by 15% quarter-over-quarter to $38.5 million, marking the strongest revenue and sequential growth in 2025. Total prescriptions grew by 18%, with over 1,200 total prescriptions, and new patient starts surged by nearly 20% quarter-over-quarter. These dynamics drove a revision of the full-year revenue guidance, raising the low end to a range of $145 million to $150 million for 2025. The median duration of response to OJEMDA increased from 13 to 18 months based on the 2-year FIREFLY-1 data. Additionally, about 90% of patients received payer approval on the first request. The 3-year FIREFLY-1 data are anticipated to further inform on treatment duration and outcomes, with a presentation scheduled at the Society for Neuro-Oncology Annual Meeting. These developments underscore the strong commercial trajectory and expanding prescriber base for OJEMDA as it becomes the standard of care in second-line BRAF-altered pLGG.
Quarterly Revenue Growth
Day One Biopharmaceuticals reported $38.5 million in net product revenue for Q3 2025, marking a 15% quarter-over-quarter increase, the strongest so far in 2025.
Steady Prescription Growth
Total prescriptions grew by 18% with over 1,200 total prescriptions. New patient starts accelerated by almost 20% quarter-over-quarter.
Raised Revenue Guidance
The company raised its full-year revenue guidance to a range of $145 million to $150 million for 2025, reflecting confidence in the growth trajectory of OJEMDA.
Positive Clinical Data
The 2-year FIREFLY-1 data included in the OJEMDA label demonstrate a manageable safety profile and durable clinical benefit, with median duration of response increasing from 13 to 18 months.
NCCN Guideline Inclusion
Tovorafenib was added to the National Comprehensive Cancer Network adult glioma treatment guidelines as a Category 2A recommended treatment option.
Day One Biopharmaceuticals (DAWN) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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%
Feb 25, 2025
$11.82
$9.87
-16.50%
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 Mar 09, 2026, After Close (Confirmed).
What is Day One Biopharmaceuticals (DAWN) earnings time?
Day One Biopharmaceuticals (DAWN) earnings time is at Mar 09, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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