Day One Biopharmaceuticals Inc (NAS:DAWN)

Q2 2025 Day One Biopharmaceuticals Inc Earnings Call Transcript

Aug 5, 2025 / 08:30 PM GMT

Release Date Price: $6.88 (+2.15%)

Transcript 10-Q8-K

Key Points

Positve

Day One Biopharmaceuticals Inc (DAWN) reported $113.1 million in cumulative net revenue for the most recent 12 months, demonstrating strong commercial momentum.
The company delivered double-digit top line revenue growth in Q2 2025, with $33.6 million in net product revenue, a 10% increase over Q1.
Ogenda's adoption in the market is strong, with total volume in Q2 exceeding 1,000 scripts for the first time.
The company issued net product revenue guidance for 2025, projecting total net revenues of between $140 and $150 million, indicating confidence in sustained demand.
Day One Biopharmaceuticals Inc (DAWN) maintains a strong financial position with $453 million in cash and no debt, providing flexibility to execute strategic plans.

Negative

The company discontinued its investment in the VRK1 program, indicating a potential setback in its broader portfolio development.
Despite strong growth, many eligible patients have yet to receive Ogenda, suggesting untapped market potential.
The company faces challenges in ensuring persistence on therapy and the pace of new patient starts to meet revenue guidance.
There is a need for continued clinical evidence to establish Ogenda as a standard of care, requiring ongoing investment in research and development.
Managing adverse events such as rash remains a focus, as it can impact patient retention and treatment outcomes.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DAWN.OQ - Day One Biopharmaceuticals Inc
Q2 2025 Day One Biopharmaceuticals Inc Earnings Call
Aug 05, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings. Welcome to the day one biopharmaceuticals Q2 2025 earnings conference call.

At this time, all participants are in listen-only mode.

A question and answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press star and 0 on your telephone keypad.

As a reminder, this conference is being recorded.

I would now like to turn the conference over to your host, Joey Peroni, senior Vice President of Finance and Investor Relations. Please go ahead, sir.

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Unidentified_2 [2]
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