The significant revenue growth, decreasing R&D expenses, and strong guidance reaffirmation suggest the company is successfully commercializing OJEMDA. Traders should monitor prescription growth trends and upcoming clinical data readouts in 2026 as potential catalysts.
Price Chart
Executive Summary
Day One Biopharmaceuticals reported strong 2025 financial results with OJEMDA net product revenue of $155.4 million, representing 172% year-over-year growth. The company reaffirmed its 2026 U.S. net product revenue guidance of $225-$250 million, reflecting continued commercial momentum. R&D expenses decreased significantly year-over-year while prescription volume grew 181%, indicating strong market adoption.
Key Financial Metrics
Key Facts
- OJEMDA net product revenue was $155.4 million for full year 2025, up 172% year-over-year
- Fourth quarter 2025 revenue was $52.8 million
- Total prescriptions in 2025 were 4,635, representing 181% growth versus 2024
- Company reaffirmed 2026 U.S. net product revenue guidance of $225-$250 million
- R&D expenses decreased to $148.1 million in 2025 from $227.7 million in 2024
- Cash position was $441.1 million as of December 31, 2025
Financial Impact
Revenue growth of 172% YoY with $155.4 million in net product revenue for 2025
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| OJEMDA | $155.4M | +172.0% |
Risk Factors
- Biotech stock volatility
- Dependence on single product (OJEMDA) for revenue
- Regulatory risks for ongoing and future trials
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-066926 |
| Document: dawn-20260224.htm | 0001193125-26-066926 |
| Document: dawn-ex99_3.htm | 0001193125-26-066926 |
| Document: dawn-ex99_2.htm | 0001193125-26-066926 |
| Document: 0001193125-26-066926-index-headers.html | 0001193125-26-066926 |
| Document: 0001193125-26-066926-index.html | 0001193125-26-066926 |
| Document: 0001193125-26-066926.txt | 0001193125-26-066926 |
| CONTEXT: Previous Earnings (2026-02-24) | 0001193125-26-066926 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 4, 2026 21w ago | 15-12G | — | awaiting T+1 | — | — |
Apr 23, 2026 23w ago | 25-NSE | $21.53 $21.53 | · 0.00% | ▼ −0.78% | — |
Apr 23, 2026 23w ago | 8-K | $21.53 $21.53 | · 0.00% | ▼ −0.78% | — |
Apr 17, 2026 23w ago | 10-K/A | $21.48 $21.49 | ▲ +0.05% | ▲ +0.70% | — |
Mar 6, 2026 30w ago | Press Release | $21.20 $21.33 | ▲ +0.61% | ▼ −0.23% | — |
Feb 24, 2026 31w ago | 8-K | $10.92 $10.65 | ▼ −2.43% | ▼ −1.88% | — |
US Market Status
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