Day One Biopharmaceuticals Inc shares surged by 25.62% as the stock crossed above its 5-day SMA, reflecting positive investor sentiment.
The company reported a preliminary net product revenue of $155.4 million for 2025, marking a 172% year-over-year increase, driven by strong demand for its treatment OJEMDA™ for pediatric low-grade glioma. Additionally, the acquisition of Mersana for $25 per share is expected to enhance Day One's oncology pipeline, particularly with the innovative Emi-Le program targeting rare cancers, further solidifying its market position.
This impressive revenue growth and strategic acquisition position Day One favorably for future expansion, with projected revenues for 2026 expected to reach between $225 million and $250 million, indicating a strong commitment to developing new therapies and addressing unmet medical needs.
Wall Street analysts forecast DAWN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DAWN is 24.13 USD with a low forecast of 16.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast DAWN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DAWN is 24.13 USD with a low forecast of 16.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 11.780
Low
16.00
Averages
24.13
High
34.00
Current: 11.780
Low
16.00
Averages
24.13
High
34.00
JPMorgan
NULL -> Overweight
maintain
$26 -> $27
2025-11-07
Reason
JPMorgan
Price Target
$26 -> $27
AI Analysis
2025-11-07
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Day One Biopharmaceuticals to $27 from $26 and keeps an Overweight rating on the shares. The firm updated the company's model.
Piper Sandler
Overweight
maintain
$25 -> $26
2025-11-05
Reason
Piper Sandler
Price Target
$25 -> $26
2025-11-05
maintain
Overweight
Reason
Piper Sandler raised the firm's price target on Day One Biopharmaceuticals to $26 from $25 and keeps an Overweight rating on the shares following quarterly results. The firm thinks valuation provides an attractive entry point into Day One ahead of continued commercial execution, additional long-term data, and eventual 1L pLGG data in 2027.
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Piper Sandler
Overweight
initiated
$25
2025-08-19
Reason
Piper Sandler
Price Target
$25
2025-08-19
initiated
Overweight
Reason
Piper Sandler initiated coverage of Day One Biopharmaceuticals with an Overweight rating and $25 price target. Piper thinks the stock move following the first two 2025 earnings reports is overdone and that these early decelerations of Ojemda are artifacts of a unique cancer indication wherein the prescribing physicians are risk-averse and slow to adopt novel therapies, the analyst tells investors in a research note. The firm continues to believe the clinical data will support strong penetration longer term.
Piper Sandler
Overweight
initiated
$25
2025-08-18
Reason
Piper Sandler
Price Target
$25
2025-08-18
initiated
Overweight
Reason
Piper Sandler initiated coverage of Day One Biopharmaceuticals with an Overweight rating and $25 price target.
About DAWN
Day One Biopharmaceuticals, Inc. is a commercial-stage biopharmaceutical company focused on developing and commercializing targeted therapies for people of all ages with life-threatening diseases. It partners with clinical oncologists, families, and scientists to identify, acquire, and develop cancer treatments. Its commercial product, OJEMDA (tovorafenib), is an oral, brain-penetrant, selective type II rapidly accelerated fibrosarcoma (RAF) kinase inhibitor. OJEMDA is used for the treatment of patients over six months of age and older with relapsed or refractory pLGG harboring a BRAF fusion or rearrangement, or BRAF V600 mutation. Its pipeline product candidates include DAY301 and Emi-Le (emiltatug ledadotin). DAY301 is a novel Antibody Drug Conjugate, or ADC, targeting protein-tyrosine kinase 7, or PTK7. Emi-Le (emiltatug ledadotin) is a novel antibody drug conjugate (ADC) targeting the B7-H4 protein in clinical development to treat the rare cancer adenoid cystic carcinoma (ACC).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
