Day One Biopharmaceuticals Posts Triple-Digit Revenue Growth Driven by Cancer Drug Success

2026-01-12 companies

Brisbane, Sunday, 11 January 2026.
Preliminary data reveals a 172% revenue surge for Day One’s cancer therapy, setting a bullish foundation for projected 2026 sales topping $225 million.

Commercial Performance and 2025 Results

Day One Biopharmaceuticals (DAWN) has released its preliminary unaudited financial results for the fiscal year ended December 31, 2025, highlighting a period of rapid commercial expansion for its lead cancer therapy, Ojemda. On January 11, 2026, the company reported full-year net product revenue of $155.4 million [1][2]. This figure represents a year-over-year growth rate of approximately 172% compared to the previous year, underscoring the strong market uptake of the drug [1][3]. The fourth quarter of 2025 proved particularly robust, contributing approximately $52.8 million to the annual total [1][5]. This quarterly performance marked a sequential increase of roughly 37% over the third quarter of 2025, driven by a rise in prescription volume to 1,394 [1][2].

Projected Growth and Strategic Outlook

Looking toward the future, Day One has issued financial guidance that anticipates continued double-digit growth. For the full year of 2026, the company projects Ojemda net product revenue in the U.S. to range between $225 million and $250 million [1][4]. If the company achieves the midpoint of this guidance range, it would represent a year-over-year increase of approximately 52.831%. This forward-looking optimism is supported by a solid balance sheet; as of December 31, 2025, Day One reported holding approximately $441.1 million in cash, cash equivalents, and short-term investments [1][2].

Clinical Pipeline and Market Context

Operational milestones in 2026 will focus heavily on clinical trial progression. Day One aims to complete enrollment for its pivotal Phase 3 FIREFLY-2 clinical trial in first-line pediatric low-grade glioma (pLGG) during the first half of 2026 [1][3]. A successful enrollment would set the stage for a data readout by mid-2027 and potential regulatory approval in 2028 [1]. Additionally, the company expects to deliver Phase 1 clinical data for the recently acquired Emi-Le program by mid-2026 [1][2].

Sources

Biopharmaceuticals Revenue Guidance