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Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals Inc

DAWN
$21.53USD↑+0.19%+0.04 today

MARKET CAP

2.2B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$21 – $22

52W RANGE

$6
$22

AI Summary

Stalk
StalkMedium

DAWN remains in Stage 2 Advancing with robust parabolic trend acceleration but is highly extended above steeply rising EMAs without clear pullback, making immediate execution unfavorable. Under a speculative strategy requiring distinct asymmetry, execution is deferred until a constructive retracement into rising EMA or support zones emerges. Medium-term bias stays bullish, but timing awaits a defined pullback for a higher probability entry.

  • ↑Ojemda net revenue $155.4M (+172% YoY) in 2025
  • ↑Prescriptions >4,600 (+180% YoY), up 15% QoQ
  • ↓Sustaining adoption may falter due to entrenched therapy use
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Day One Biopharmaceuticals, Inc. (NASDAQ: DAWN) specializes in developing innovative therapies for patients suffering from pediatric low-grade gliomas (PLGG) and other rare cancers driven by specific genetic alterations, such as BRAF. The company has quickly established itself as a pioneer within this niche market, highlighted by its successful launch of Ojemda, the first FDA-approved therapy specifically targeting this patient population. Given the unmet medical needs in pediatric oncology, Day One is well-positioned in a critical sector defined by rapid innovation and high demand for tailored therapies.

Bull says

  • ↑Ojemda net revenue $155.4M (+172% YoY) in 2025
  • ↑Prescriptions >4,600 (+180% YoY), up 15% QoQ
  • ↑Guidance: 2026 revenue $225–$250M (>50% YoY)
  • ↑~$440M cash, no debt funds growth initiatives
  • ↑Firefly follow-up data expected to boost adoption
  • ↑Strong earnings yield, momentum, and profitability factors

Bear says

  • ↓Sustaining adoption may falter due to entrenched therapy use
  • ↓Delays or weak Firefly trial results risk sales
  • ↓Competition from established pediatric oncology treatments threatens share
  • ↓Operating expenses $286M weigh on margins if revenue slows
  • ↓Pipeline delays (e.g., Day 301) could extend revenue timelines
  • ↓High short interest and liquidity concerns may pressure stock

Investment themes with DAWN

Biotech↓ -1.57%

Genetic and drug innovations driving medical breakthroughs

APLS · RVMD · SMMT

Earnings Call · Q4 2024 · Mgmt. Guidance

Updated 09-06-2026bullish

Transcript signals

Bull points

  • We finished the year strong, delivering our best quarter of net product revenue results since launch.
  • Net product revenue from sales of Ojemda was $29 million, representing 44% growth compared to the third quarter.
  • We maintain a focused capital allocation plan that allows us to invest in opportunities that support growth while also prioritizing our current development plan, as we believe these programs provide the opportunities for future value creation.

Bear points

  • As such, we will no longer book revenue for our named patient program. For context, We booked approximately $3 million of revenue for the Named Patient Program in 2024, spread about evenly over the third and fourth quarter that will not be recurring in 2025.
  • So from a depth perspective, really the focus is, number one, physicians gaining further experience with Ojemda.
Read full transcript analysis ›