Day One Biopharmaceuticals, Inc.

Day One Biopharmaceuticals is a U.S.-based commercial-stage biopharmaceutical company focused on targeted therapies for childhood and adult cancers. Its current business centers on OJEMDA for relapsed or refractory pediatric low-grade glioma and on advancing a pipeline that includes DAY301 and other oncology programs through in-licensing, clinical development, and selective partnerships.

−80,5 %

−67 847,2 %

+20,6 %

8.02

7.91

— Day One Biopharmaceuticals, Inc.
%
Commercial oncology product100% OJEMDA is the company’s approved product for relapsed or refractory pLGG in the U.S.
Clinical-stage oncology pipeline0% Includes DAY301, the VRK1 inhibitor program, and other development assets.
Out-licensing and collaboration revenue0% License and service revenue from partnering rights outside the U.S. and related R&D services.

Day One sells primarily into a narrow specialist oncology channel in the United States, where pLGG is treated by a...

  • U.S. specialist physiciansprimary

    Pediatric and neuro-oncology specialists prescribe OJEMDA for relapsed/refractory pLGG and drive adoption.

  • Payers and access organizationsprimary

    Managed care, government payers, and hospital systems influence coverage, reimbursement, and patient access.

  • Specialty distribution channelsecondary

    Specialty pharmacies and distributors dispense OJEMDA and support the narrow rare-disease channel.

  • International partner Ipsensecondary

    Ipsen commercializes OJEMDA outside the U.S. under the license agreement.

  • Clinical trial investigators and sitessecondary

    Investigators and trial sites enroll patients for DAY301 and other pipeline programs.

Day One is headquartered in Brisbane, California and generates product revenue primarily in the United States from...

  • •Headquartered in Brisbane, California, United States
  • •U.S. is the core commercial market for OJEMDA
  • •Ex-U.S. OJEMDA commercialization is handled by Ipsen
  • •MabCare in Shanghai, China is a key licensing counterparty
  • •Third-party manufacturing and clinical operations are geographically distributed

The company is transitioning from a development-focused biotech into a commercial oncology business built around OJEMDA...

01
Expand OJEMDA commercial adoption in the U.S.short-term

The company’s near-term revenue base depends on penetration of the small specialist pLGG market and payer access.

02
Advance DAY301 into clinical developmentmedium-term

Pipeline progression is needed to diversify the company beyond a single commercial asset.

03
Source additional oncology assets through business developmentmedium-term

In-licensing can expand the pipeline faster than internal discovery alone.

04
Use partnerships to maximize ex-U.S. valuemedium-term

Partnering reduces the need to build international commercial infrastructure and can accelerate market entry.

Day One faces the typical risks of a commercial-stage biotech with a short operating history: dependence on a single...

high

Dependence on OJEMDA as the only commercial product

A single-product revenue base makes the business sensitive to launch execution, payer access, and competitive or regulatory setbacks.

Scope
U.S. commercial revenue
Materiality
high
high

Clinical development failure for DAY301 and other pipeline assets

The company’s growth strategy relies on successful trial results and regulatory approval for new programs.

Scope
Pipeline value creation
Materiality
high
high

Third-party manufacturing and supply chain disruption

The company depends on external manufacturers for product and candidate supply, which can delay trials or commercial shipments.

Scope
Clinical and commercial supply
Materiality
high
high

Patent and exclusivity erosion

Loss of IP protection or exclusivity would weaken the company’s ability to defend OJEMDA and future products.

Scope
OJEMDA and pipeline assets
Materiality
high
medium

Reimbursement and pricing pressure

Coverage restrictions, rebates, and government cost containment can reduce realized net revenue.

Scope
U.S. payer channel
Materiality
high
Net product revenue deductions
Can materially change reported revenue and gross-to-net trends
License revenue from Ipsen
Can create upfront revenue followed by deferred recognition over time
Accrued research and development expense
Affects R&D expense and liabilities when trial activity changes
Commercial launch seasonality and comparability
Makes period-to-period revenue and margin comparisons less stable

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: 28/04/2026