Market Cap 903.55M
Revenue (ttm) 131.16M
Net Income (ttm) -95.50M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -72.81%
Debt to Equity Ratio 0.00
Volume 3,549,400
Avg Vol 1,916,342
Day's Range N/A - N/A
Shares Out 102.68M
Stochastic %K 45%
Beta -1.25
Analysts Strong Sell
Price Target $23.00

Company Profile

Day One Biopharmaceuticals, Inc., a commercial-stage company, focused on advancing class medicines for childhood and adult diseases with equal intensity in the United States. The company's lead product candidate is tovorafenib, an oral brain-penetrant type II pan-rapidly accelerated fibrosarcoma kinase inhibitor that is in Phase II clinical trial for pediatric patients with relapsed or refractory low-grade glioma; and Ipsen, a frontline raf-altered pLGG which is in Phase III clinical trial stage...

Industry: Biotechnology
Sector: Healthcare
Phone: 650 484 0899
Address:
1800 Sierra Point Parkway, Suite 200, Brisbane, United States
BEATOFtheMARKET
BEATOFtheMARKET Nov. 17 at 12:06 AM
0 · Reply
BEATWALLSTREET
BEATWALLSTREET Nov. 16 at 10:28 PM
$MRSN $DAWN They keep hyping this $285M buyout, but they only paid around $70M when Mersana had about $55M in cash and almost no debt. Either this deal was insanely cheap, or that CVR should’ve been more like $300 instead of $30. Feels like management sold us way too cheap or they didn't?
1 · Reply
Bio_Invest101
Bio_Invest101 Nov. 16 at 6:53 PM
$DAWN It’s been a tough year for B7-H4 ADC everywhere and I don’t know why Jemery and team are so confident in a Ph1 trial data presented by MRSN. It’s not cheap for a small DAWN if you consider the last PTK7 ADC is also in Ph1 trial which both will be costly in funding and man power while OJEMDA sales just started picking up. People who think the cash upfront & CVR later is cheap for a steal have not facted the total costs in long 2-3 yrs investment in B7-H4 My take is Logically if Day301 is going well then why buy B7-H4 ? they will Most likely need more funding for the two Ph1 trials. Unless they shelf PTK7 program then that’s in itself a real $55M Bad news. What kind of small biotech bought two costly but very early stage ADC Ph1 to try luck in short of 14 months ? https://www.oncologypipeline.com/apexonco/gsk-and-hansoh-press-despite-pfizers-exit https://www.oncologypipeline.com/apexonco/pfizer-drops-its-b7-h4-conjugate https://youtu.be/jTYDpWksjHQ?si=T6eBE-adYJMOfwDA
1 · Reply
Night_Owl_Biotech
Night_Owl_Biotech Nov. 16 at 2:50 PM
The odds are $DAWN shareholders will lose. It used to be considered wisdom for a smaller cap bio to sell after FDA approval. Everyone wins, including healthcare costs via consolidation. DAWN beat the considerable odds with Ojemda & is chancing the value created for shareholders on DAY-301 & $MRSN in spite of the odds. Last year @ JP Morgan, DAWN's CEO appeared to almost boast about building a business with such high failure rates. $PBYI & countless others tried the same after Nerlynx's approval back in 2017. PBYI shareholders are down 95% since. $GERN shareholders are off 80% since Rytelo's approval. Perhaps the MDS read 2.5 years later will pay off? $IMCR we wait as well Attached are screenshots from government, industry & academia around the odds of scoring a cancer drug approval Having lost a loved one in her early 50s to ovarian cancer 2 years ago, this is not to bash the virtue of cancer research. Consolidation should be encouraged. Odds or scale? Just 1 opinion
1 · Reply
Drake100
Drake100 Nov. 16 at 3:29 AM
$DAWN interesting... I saw this post yesterday and thought hmmm should I grab some of those calls too? Somebody knows something... https://x.com/BullflowIO/status/1989429352866755014?t=ssOQk9rlOHdkMJ9Dd97Ztw&s=19
1 · Reply
Bio_Invest101
Bio_Invest101 Nov. 16 at 2:53 AM
$DAWN Hope those funds not only kept their shares but bought more after the MRSN deal announced. On November 14, 2025 - Mak Capital One Llc filed a 13F-HR form disclosing ownership of 1,448,461 shares of US:DAWN valued at $10,211,650 USD as of September 30, 2025. The current value of the position is $12,746,457 USD State Street Corp filed a 13F-HR form disclosing ownership of 3,240,444 shares of Day One Biopharmaceuticals, Inc. (US:DAWN) valued at $22,845,130 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 2,689,686 shares. This represents a change in shares of 20.48% during the quarter. On November 14, 2025 - Balyasny Asset Management Llc filed a 13F-HR form disclosing ownership of 1,384,047 shares of (US:DAWN) valued at $9,757,531 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 0 shares
0 · Reply
Bio_Invest101
Bio_Invest101 Nov. 16 at 2:43 AM
$DAWN Brand new position On November 14, 2025 - Rubric Capital Management LP filed a 13F-HR form disclosing ownership of 3,377,071 shares (US:DAWN) valued at $23,808,351 USD as of September 30, 2025. Added more Deerfield Management Company, L.p. (series C) filed a 13F-HR form disclosing ownership of 4,705,413 shares of :DAWN) valued at $33,173,162 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 3,723,131 shares On November 14, 2025 - Balyasny Asset Management Llc filed a 13F-HR form disclosing ownership of 1,384,047 shares DAWN valued at $9,757,531 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 0 shares of Day One Algert Global Llc filed a 13F-HR form disclosing ownership of 1,317,042 shares of (US:DAWN) valued at $9,285,146 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 906,042 shares of Day One
0 · Reply
Ms_P
Ms_P Nov. 15 at 7:54 PM
$GERN $IOVA $DAWN Would be nice to see some activist investors taking similar action with a few other companies. https://www.barrons.com/articles/bitdeer-pacira-biosciences-garrett-motion-and-more-stocks-see-action-from-activist-investors-c27e3086
0 · Reply
TheGunnerAB
TheGunnerAB Nov. 15 at 3:14 AM
$DAWN they had $76M in the bank at the end of Q2. My feeling is this is part of a bigger transaction.
1 · Reply
Bio_Invest101
Bio_Invest101 Nov. 15 at 12:27 AM
$DAWN Our OJEMDA was AA approved with PRV by Dr. Richard Pazdur and his team at Oncology Center of Excellence (OCE) in 2024. With the new ADC pipeline from MRSN, the management team at DAWN must feel more comfortable and confident in dealing with OCE/CDER for AA pathways but trial time could be longer … https://x.com/therealdansfera/status/1989381080768823753?s=46&t=0dxFfv8Iw4yOBhPO0oZagA
0 · Reply
Latest News on DAWN
Day One Biopharmaceuticals: Sales Figures In The Crosshairs

Dec 25, 2024, 7:31 AM EST - 11 months ago

Day One Biopharmaceuticals: Sales Figures In The Crosshairs


Diving Into Day One Biopharmaceuticals

Jul 23, 2023, 4:43 AM EDT - 2 years ago

Diving Into Day One Biopharmaceuticals


Day One Announces Pricing of Public Offering of Common Stock

Jun 6, 2023, 10:31 PM EDT - 2 years ago

Day One Announces Pricing of Public Offering of Common Stock


Day One Announces Proposed Public Offering of Common Stock

Jun 6, 2023, 4:01 PM EDT - 2 years ago

Day One Announces Proposed Public Offering of Common Stock


BEATOFtheMARKET
BEATOFtheMARKET Nov. 17 at 12:06 AM
0 · Reply
BEATWALLSTREET
BEATWALLSTREET Nov. 16 at 10:28 PM
$MRSN $DAWN They keep hyping this $285M buyout, but they only paid around $70M when Mersana had about $55M in cash and almost no debt. Either this deal was insanely cheap, or that CVR should’ve been more like $300 instead of $30. Feels like management sold us way too cheap or they didn't?
1 · Reply
Bio_Invest101
Bio_Invest101 Nov. 16 at 6:53 PM
$DAWN It’s been a tough year for B7-H4 ADC everywhere and I don’t know why Jemery and team are so confident in a Ph1 trial data presented by MRSN. It’s not cheap for a small DAWN if you consider the last PTK7 ADC is also in Ph1 trial which both will be costly in funding and man power while OJEMDA sales just started picking up. People who think the cash upfront & CVR later is cheap for a steal have not facted the total costs in long 2-3 yrs investment in B7-H4 My take is Logically if Day301 is going well then why buy B7-H4 ? they will Most likely need more funding for the two Ph1 trials. Unless they shelf PTK7 program then that’s in itself a real $55M Bad news. What kind of small biotech bought two costly but very early stage ADC Ph1 to try luck in short of 14 months ? https://www.oncologypipeline.com/apexonco/gsk-and-hansoh-press-despite-pfizers-exit https://www.oncologypipeline.com/apexonco/pfizer-drops-its-b7-h4-conjugate https://youtu.be/jTYDpWksjHQ?si=T6eBE-adYJMOfwDA
1 · Reply
Night_Owl_Biotech
Night_Owl_Biotech Nov. 16 at 2:50 PM
The odds are $DAWN shareholders will lose. It used to be considered wisdom for a smaller cap bio to sell after FDA approval. Everyone wins, including healthcare costs via consolidation. DAWN beat the considerable odds with Ojemda & is chancing the value created for shareholders on DAY-301 & $MRSN in spite of the odds. Last year @ JP Morgan, DAWN's CEO appeared to almost boast about building a business with such high failure rates. $PBYI & countless others tried the same after Nerlynx's approval back in 2017. PBYI shareholders are down 95% since. $GERN shareholders are off 80% since Rytelo's approval. Perhaps the MDS read 2.5 years later will pay off? $IMCR we wait as well Attached are screenshots from government, industry & academia around the odds of scoring a cancer drug approval Having lost a loved one in her early 50s to ovarian cancer 2 years ago, this is not to bash the virtue of cancer research. Consolidation should be encouraged. Odds or scale? Just 1 opinion
1 · Reply
Drake100
Drake100 Nov. 16 at 3:29 AM
$DAWN interesting... I saw this post yesterday and thought hmmm should I grab some of those calls too? Somebody knows something... https://x.com/BullflowIO/status/1989429352866755014?t=ssOQk9rlOHdkMJ9Dd97Ztw&s=19
1 · Reply
Bio_Invest101
Bio_Invest101 Nov. 16 at 2:53 AM
$DAWN Hope those funds not only kept their shares but bought more after the MRSN deal announced. On November 14, 2025 - Mak Capital One Llc filed a 13F-HR form disclosing ownership of 1,448,461 shares of US:DAWN valued at $10,211,650 USD as of September 30, 2025. The current value of the position is $12,746,457 USD State Street Corp filed a 13F-HR form disclosing ownership of 3,240,444 shares of Day One Biopharmaceuticals, Inc. (US:DAWN) valued at $22,845,130 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 2,689,686 shares. This represents a change in shares of 20.48% during the quarter. On November 14, 2025 - Balyasny Asset Management Llc filed a 13F-HR form disclosing ownership of 1,384,047 shares of (US:DAWN) valued at $9,757,531 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 0 shares
0 · Reply
Bio_Invest101
Bio_Invest101 Nov. 16 at 2:43 AM
$DAWN Brand new position On November 14, 2025 - Rubric Capital Management LP filed a 13F-HR form disclosing ownership of 3,377,071 shares (US:DAWN) valued at $23,808,351 USD as of September 30, 2025. Added more Deerfield Management Company, L.p. (series C) filed a 13F-HR form disclosing ownership of 4,705,413 shares of :DAWN) valued at $33,173,162 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 3,723,131 shares On November 14, 2025 - Balyasny Asset Management Llc filed a 13F-HR form disclosing ownership of 1,384,047 shares DAWN valued at $9,757,531 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 0 shares of Day One Algert Global Llc filed a 13F-HR form disclosing ownership of 1,317,042 shares of (US:DAWN) valued at $9,285,146 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 906,042 shares of Day One
0 · Reply
Ms_P
Ms_P Nov. 15 at 7:54 PM
$GERN $IOVA $DAWN Would be nice to see some activist investors taking similar action with a few other companies. https://www.barrons.com/articles/bitdeer-pacira-biosciences-garrett-motion-and-more-stocks-see-action-from-activist-investors-c27e3086
0 · Reply
TheGunnerAB
TheGunnerAB Nov. 15 at 3:14 AM
$DAWN they had $76M in the bank at the end of Q2. My feeling is this is part of a bigger transaction.
1 · Reply
Bio_Invest101
Bio_Invest101 Nov. 15 at 12:27 AM
$DAWN Our OJEMDA was AA approved with PRV by Dr. Richard Pazdur and his team at Oncology Center of Excellence (OCE) in 2024. With the new ADC pipeline from MRSN, the management team at DAWN must feel more comfortable and confident in dealing with OCE/CDER for AA pathways but trial time could be longer … https://x.com/therealdansfera/status/1989381080768823753?s=46&t=0dxFfv8Iw4yOBhPO0oZagA
0 · Reply
GeniusLoci
GeniusLoci Nov. 14 at 7:57 PM
$DAWN A relatively inexpensive, low-risk transaction for potential revenue multipliers * Total Deal Value: The total equity value of the transaction is approximately $129 million upfront, with a potential aggregate value of up to $285 million including the CVRs * Strategic Rationale: Day One is acquiring Mersana to expand its oncology pipeline with Mersana's innovative antibody-drug conjugate (ADC) platforms, which include the Dolasynthen and Immunosynthen technologies
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moneyfund888
moneyfund888 Nov. 14 at 4:34 PM
$DAWN this deal is bullish. Dawn only paid 70 million for the deal, if it hit.. worth billions
1 · Reply
Bio_Invest101
Bio_Invest101 Nov. 14 at 4:01 PM
$DAWN MRSN lost more than estimated Jermey supposed to negotiate it down for risking ph1 trial and pipeline and saving MRSN from running out of money in 2Q , instead of paying up 200%. WTF https://ir.mersana.com/news-releases/news-release-details/mersana-therapeutics-provides-business-update-and-announces-13
1 · Reply
Bio_Invest101
Bio_Invest101 Nov. 14 at 1:35 PM
$DAWN Jeremy you should be a seller not a buyer in this super hot M&A market!! https://www.biospace.com/press-releases/merck-to-acquire-cidara-therapeutics-inc-diversifying-its-portfolio-to-include-late-phase-antiviral-agent
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Bio_Invest101
Bio_Invest101 Nov. 14 at 12:12 PM
$DAWN Strong hold On November 13, 2025 - Atlas Venture Life Science Advisors, LLC filed a 13F-HR form disclosing ownership of 6,430,257 shares of Day One (US:DAWN) valued at $45,333,312 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 12, 2025 disclosing 6,430,257 shares of DAWN This represents a change in shares of 0.00% during the quarter. On November 13, 2025 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 3,477,026 shares of Day One Biopharmaceuticals, Inc. (US:DAWN) valued at $24,513,033 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 12, 2025 disclosing 4,097,625 shares. This represents a change in shares of -15.15% during the quarter. On November 14, 2025 - Jane Street Group, Llc filed a 13F-HR form disclosing ownership of 279,344 shares DAWN valued at $1,969,375 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 0 shares of DAWN
0 · Reply
GetOverHere_
GetOverHere_ Nov. 14 at 8:37 AM
0 · Reply
StocktwitsNews
StocktwitsNews Nov. 14 at 6:53 AM
Mersana Therapeutics Stock Explodes Over 200% To Notch Best Day Ever As $285M Buyout Trumps Analyst Downgrades: Retail Cheers ‘Very Good Bargain’ $MRSN $DAWN https://stocktwits.com/news/equity/markets/mersana-therapeutics-stock-explodes-over-200-to-notch-best-day-ever-as-285-m-buyout-trumps-analyst-downgrades/cLPQboXREEV
0 · Reply
Miles223
Miles223 Nov. 14 at 6:27 AM
$DAWN Contrary to the sentiment here, I’m actually pretty excited about the purchase. B7-H4 and B7-H3 have been elusive targets where many companies including Pfizer have tried and failed, but Emi-Le has a chance at succeeding for several pharmacologic reasons. It also has revenue potential in the billions, unlike tovorafenib, which tops out in the hundreds of millions. If DAWN wants to be acquired at a high valuation (5B+), it needed to bring in a non-orphan target like this one
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LibertarianTreehugger
LibertarianTreehugger Nov. 13 at 11:27 PM
$MRSN crushed it today! Big acquisition by $DAWN https://www.smartinvestornews.com/all-articles/while-the-dow-fell-797-points-this-biotech-stock-soared-209
0 · Reply
GeniusLoci
GeniusLoci Nov. 13 at 8:55 PM
$DAWN https://www.marketscreener.com/news/wedbush-adjusts-price-target-on-day-one-biopharmaceuticals-to-29-from-25-maintains-outperform-rat-ce7d5fddd98ffe26
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Bio_Invest101
Bio_Invest101 Nov. 13 at 8:13 PM
$DAWN Jeremy you really screwed the investors by picking up the wrong ticker at wrong time to announce the purchasing deal instead of selling yourself today. All you top executives said nothing meaningful but BS in the CC today. Investors voiced their feelings by selling off. You’re truly a pretty boy useless CEO. After you got your underwater RSU repriced and this is what you do to the investors?
0 · Reply
MysticChartReaderIQ69
MysticChartReaderIQ69 Nov. 13 at 7:30 PM
$DAWN super interesting move
0 · Reply