The earnings call reflected a predominantly positive outlook with strong financial performance driven by OJEMDA's commercial success and strategic guidance for 2025. While there were some challenges, such as the discontinuation of the VRK1 program and rash management issues, the company's financial health and research developments indicate a solid foundation for future growth.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call, Day One Biopharmaceuticals provided guidance for full-year net product revenue of $140 million to $150 million, reflecting a midpoint growth of approximately 150% year-over-year. In the second quarter, the company achieved $33.6 million in net product revenue, marking a 10% increase from Q1 and surpassing 1,000 total prescriptions for the first time. The cumulative net revenue for the trailing 12 months reached $113.1 million. The guidance is underpinned by robust demand, increasing prescriber adoption, and consistent payer coverage, with more than 95% of patients being paid and a 90% approval rate upon initial submission. The company remains focused on OJEMDA's commercialization and expansion, with ongoing trials such as FIREFLY-2 potentially broadening its indications. Additionally, Day One is advancing its pipeline, including the PTK7-targeted ADC, DAY301, and maintaining a strong financial position with $453 million in cash and no debt.

OJEMDA Commercial Success

OJEMDA achieved $113.1 million in cumulative net revenue over the past 12 months, demonstrating strong commercial momentum with a 10% increase in quarterly revenue to $33.6 million.

2025 Revenue Guidance

The company projects total net revenues of between $140 million and $150 million for full year 2025, indicating continued strong demand and adoption for OJEMDA.

Strong Financial Position

Day One Biopharmaceuticals closed Q2 with $453 million in cash and no debt, providing flexibility to execute plans without reliance on capital markets.

Promising Research Developments

Day One is advancing its PTK7-targeted ADC, DAY301, through Phase Ia trials and continues to evaluate new opportunities for portfolio expansion.

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

Daily Earnings Calendar >

DAWN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	-0.29 / -	0.38	―	―	―
Aug 05, 2025	2025 (Q2)	-0.36 / -0.29	-0.05	-480.00% (-0.24)
May 06, 2025	2025 (Q1)	-0.44 / -0.35	-0.72	51.39% (+0.37)
Feb 25, 2025	2024 (Q4)	-0.36 / -0.63	-0.63	0.00% (0.00)
Oct 30, 2024	2024 (Q3)	-0.32 / 0.38	-0.54	170.37% (+0.92)
Jul 30, 2024	2024 (Q2)	-0.75 / -0.05	-0.61	91.80% (+0.56)		―
May 06, 2024	2024 (Q1)	-0.66 / -0.72	-0.59	-22.03% (-0.13)	―	―
Feb 26, 2024	2023 (Q4)	-0.57 / -0.63	-0.56	-12.50% (-0.07)	―	―
Nov 06, 2023	2023 (Q3)	-0.59 / -0.54	-0.53	-1.89% (-0.01)	―	―
Aug 07, 2023	2023 (Q2)	-0.61 / -0.61	-0.6	-1.67% (-0.01)	―	―

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
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%
Oct 30, 2024	$14.47	$14.72	+1.73%

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 Nov 10, 2025, After Close (Confirmed).

What is Day One Biopharmaceuticals (DAWN) earnings time?

Day One Biopharmaceuticals (DAWN) earnings time is at Nov 10, 2025, 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 2025 (Q3) is -0.29.

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