Day One Bio (DAWN) Q4 2025 Earnings Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 24, 2026
AI-Generated Deep Dive Summary
Day One Bio (DAWN) delivered a strong Q4 2025 earnings report, showcasing significant revenue growth and profitability milestones. Ojemda, the company's lead product, generated $155.4 million in net product revenue for the year, reflecting 172% year-over-year growth. The drug achieved 95% payer coverage, with over 90% of patients approved on the first request, and demonstrated strong commercial performance with over 4,600 total prescriptions in 2025—a nearly 180% increase from 2024. Notably, Ojemda's revenue surpassed combined cost of sales and SG&A expenses for the first time in 2025, marking a key milestone in profitability.
The company also highlighted clinical advancements, including updated FIREFLY-1 data showing a 53% objective response rate and median progression-free survival of 16.6 months. Enrollment for FIREFLY-2 is expected to complete in mid-2026, with top-line results anticipated by late 2027. Additionally, Day One Bio recently acquired Mersana Therapeutics, integrating its EMILY antibody-drug conjugate program targeting adenoid cystic carcinoma (ACC). The acquisition and ongoing clinical progress underscore the company's strategy to expand its pipeline beyond
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Originally published on The Motley Fool on 2/24/2026