Day One Biopharmaceuticals Reports $155.4M Revenue for 2025, Projects 53% Growth in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: seekingalpha
- 2025 Revenue Performance: Day One Biopharmaceuticals reported approximately $52.8 million in net product revenue for OJEMDA in Q4 2025, totaling $155.4 million for the full year, indicating strong market demand and sales capability in the biopharmaceutical sector.
- 2026 Growth Projections: The company anticipates U.S. net product revenue for OJEMDA to range between $225 million and $250 million in 2026, representing a 53% year-over-year growth at the midpoint, reflecting optimism about future market demand and product performance.
- Cash Reserves: As of December 31, 2025, prior to the acquisition of Mersana, Day One had approximately $441.1 million in cash, cash equivalents, and short-term investments (unaudited), providing robust financial support for expansion and R&D initiatives.
- Stock Price Reaction: Day One's stock surged by 22.43% to $10.945, indicating positive market sentiment regarding the company's growth potential, particularly following the acquisition of Mersana, which may enhance its product portfolio and competitive positioning.
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Analyst Views on DAWN
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
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
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.
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Day One Biopharmaceuticals Reports $155.4M Revenue for 2025, Projects 53% Growth in 2026
- 2025 Revenue Performance: Day One Biopharmaceuticals reported approximately $52.8 million in net product revenue for OJEMDA in Q4 2025, totaling $155.4 million for the full year, indicating strong market demand and sales capability in the biopharmaceutical sector.
- 2026 Growth Projections: The company anticipates U.S. net product revenue for OJEMDA to range between $225 million and $250 million in 2026, representing a 53% year-over-year growth at the midpoint, reflecting optimism about future market demand and product performance.
- Cash Reserves: As of December 31, 2025, prior to the acquisition of Mersana, Day One had approximately $441.1 million in cash, cash equivalents, and short-term investments (unaudited), providing robust financial support for expansion and R&D initiatives.
- Stock Price Reaction: Day One's stock surged by 22.43% to $10.945, indicating positive market sentiment regarding the company's growth potential, particularly following the acquisition of Mersana, which may enhance its product portfolio and competitive positioning.
Continue Reading