Day One's stock surges 66% after Servier agrees to acquire it for $21.50 per share in a $2.5B deal, adding brain tumor drug Ojemda and oncology pipeline assets.
Day One Biopharmaceuticals is maintained at a "Strong Buy" rating, driven by robust pipeline progress and multiple upcoming catalysts. The company's OJEMDA achieved FDA approval and delivered 172% year-over-year revenue growth in 2025, with label expansion efforts underway in pivotal phase 3 trial. Two novel ADC programs, Emi-Le and DAY-301, target high-value oncology indications, with key clinical data readouts expected in mid- and late 2026.
Day One Biopharmaceuticals, Inc.'s Q4 '25 came with net product revenues of $52.8M, up 36% from the prior quarter. DAWN's 2026 guidance for U.S. net product revenues of $225M-$250M implies 50% growth over 2025 at the midpoint of that guidance. Key catalysts include clinical readouts from Emi-Le and DAY-301 in 2026. A readout from FIREFLY-2 could come in mid-2027.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 227 | $1,971.77 | $3,125.03 | $1,153.26 | 58.49% |
George Soros Soros Fund Management LLC | 1.54M | $33M | $33M | - | - |
| BG Bart Gancher Intech Investment Management LLC | 20,680 | $170.65 | $163.99 | -$6.66 | -3.9% |
Point72 Asset Management LP Point72 Asset Management LP | 31,938 | $297,662.18 | $297,662.18 | - | - |
Jeff Ameen Spire Wealth Management | 40 | $0.86 | $0.86 | - | - |
| Biotechnology Industry | Healthcare Sector | Jeremy Bender CEO | NASDAQ (NGS) Exchange | 23954D109 CUSIP |
| US Country | 181 Employees | - Last Dividend | - Last Split | - IPO Date |
Day One Biopharmaceuticals, Inc. operates as a clinical-stage biopharmaceutical company dedicated to the development and commercialization of targeted therapies for individuals with genomically defined cancers. The endeavor focuses on creating solutions that address the needs of patients from the initial stages of their treatment journey. Incorporated in 2018, Day One Biopharmaceuticals has established its headquarters in Brisbane, California, positioning itself as a pioneering entity in the realm of cancer treatment through innovative pharmacological research and development.
This lead product candidate of Day One Biopharmaceuticals represents a significant advancement in the treatment of pediatric cancers. Tovorafenib is an oral, brain-penetrant, type II pan-rapidly accelerated fibrosarcoma (RAF) kinase inhibitor currently in Phase II clinical trials. Its primary focus is on pediatric patients who are battling relapsed or refractory low-grade glioma, a form of brain cancer. By targeting specific molecular pathways, Tovorafenib aims to provide a targeted therapeutic option that could improve outcomes and quality of life for this patient population.
An oral small molecule inhibitor, Pimasertib strategically targets mitogen-activated protein kinase kinases 1 and 2 (MEK1/2). This development reflects Day One Biopharmaceuticals’ commitment to expanding its portfolio of cancer therapeutics with a focus on precision medicine. Through inhibiting these specific kinases, Pimasertib is designed to interfere with key pathways that promote the growth and survival of cancer cells, thereby offering a potential treatment option for a variety of cancers characterized by abnormalities in the MAPK/ERK pathway.