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Day One Announces Preliminary 2025 OJEMDA™ Net Product Revenue And Provides 2026 Net Product Revenue Guidance

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Preliminary 2025 net product revenue of $155.4 million, representing 172% year-over-year growth; OJE...

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AI Summary

DAWN's 2025 revenue reached $155.4 million, up 172% year-over-year. 2026 OJEMDA revenue expected between $225-250 million, indicating 53% growth. Acquisition of Mersana strengthens pipeline; Emi-Le in development for cancer treatment. CEO to present company updates at J.P. Morgan Healthcare Conference on January 12. Strong financial position supports future investment in therapeutic programs.

Sentiment Rationale

Significant revenue growth projections and successful pipeline advancement suggest strong market confidence.

Trading Thesis

Successful product launches and potential regulatory approvals will drive long-term value.

Market-Moving

  • DAWN's 2025 revenue reached $155.4 million, up 172% year-over-year.
  • 2026 OJEMDA revenue expected between $225-250 million, indicating 53% growth.
  • Acquisition of Mersana strengthens pipeline; Emi-Le in development for cancer treatment.

Key Facts

  • DAWN's 2025 revenue reached $155.4 million, up 172% year-over-year.
  • 2026 OJEMDA revenue expected between $225-250 million, indicating 53% growth.
  • Acquisition of Mersana strengthens pipeline; Emi-Le in development for cancer treatment.
  • CEO to present company updates at J.P. Morgan Healthcare Conference on January 12.
  • Strong financial position supports future investment in therapeutic programs.

Companies Mentioned

  • MRSN (MRSN)
  • AVEO (AVEO)
  • EXEL (EXEL)

Corporate Developments

High growth rates and pipeline advances are likely to influence investor sentiment positively.

Day One Biopharmaceuticals (DAWN) Reports Strong Preliminary 2025 Results and 2026 Revenue Guidance

Date: January 11, 2026

Source: GlobeNewsWire

Record Revenue Growth for 2025

Day One Biopharmaceuticals, Inc. (Nasdaq: DAWN) has announced preliminary unaudited net product revenues of $155.4 million for the year 2025. This represents an impressive 172% year-over-year growth, driven primarily by the strong uptake of its treatment OJEMDA™ in relapsed or refractory pediatric low-grade glioma (pLGG). The fourth quarter alone contributed approximately $52.8 million, marking a notable 37% quarter-over-quarter increase compared to Q3 2025.

2026 OJEMDA Revenue Projections

Looking ahead, Day One has provided a promising guidance for its OJEMDA U.S. net product revenues for 2026, projecting a range between $225 million and $250 million. This forecast indicates a robust 53% growth at the midpoint compared to the anticipated results from 2025.

Strategic Corporate Milestones for 2026

As part of its growth strategy, Day One has outlined several key objectives for 2026:

  • Achieve the 2026 OJEMDA net product revenue guidance by focusing on increasing patient persistence and driving new patient starts.
  • Expand the OJEMDA market opportunity beyond the U.S. through global partnerships.
  • Complete enrollment for the pivotal Phase 3 FIREFLY-2 clinical trial targeting first-line pLGG within the first half of 2026.

Additionally, the company aims to advance its pipeline programs, including delivering Phase 1 clinical data for Emi-Le (emiltatug ledadotin) and initial findings from the Phase 1a clinical trial for DAY301.

Financial Position Ahead of J.P. Morgan Conference

As of December 31, 2025, Day One reported approximately $441.1 million in cash, cash equivalents, and short-term investments, prior to its acquisition of Mersana Therapeutics. This robust financial foundation will support continued investments in the company's growth and innovation.

Presentation at the 44th Annual J.P. Morgan Healthcare Conference

Dr. Jeremy Bender, CEO of Day One, will present the company's corporate progress and future priorities at the J.P. Morgan Healthcare Conference on January 12, 2026, at 5:15 PM PT (8:15 PM ET). A live audio webcast of the presentation can be accessed on their official website.

About Day One Biopharmaceuticals

Day One Biopharmaceuticals is focused on addressing critical unmet needs in pediatric cancer treatment. The company aims to improve therapeutic options for children diagnosed with cancer through innovative and targeted drug development. Following its recent acquisition of Mersana Therapeutics, Day One is well-positioned to enhance its pipeline with new and effective therapeutic candidates.

Cautionary Note Regarding Forward-Looking Statements

This release may contain forward-looking statements regarding Day One’s ability to achieve its revenue growth and development milestones for OJEMDA and its pipeline. Such statements are subject to various risks and uncertainties that could impact the company’s actual results. For more detailed information on these risks, please refer to Day One's filings with the Securities and Exchange Commission.

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