Every 8-K that Day One Biopharmaceuticals, Inc. (DAWN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DAWN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DAWN filings page.
Day One Biopharmaceuticals, Inc. has been acquired by Servier in an all-cash deal. A Servier subsidiary completed a tender offer to buy all outstanding Day One common shares at $21.50 per share, followed by a merger under Delaware law.
At the offer’s expiration on April 22, 2026, a total of 88,180,910 shares, or about 85.34% of shares then outstanding, were validly tendered, satisfying the minimum tender condition. Remaining shares were converted into the right to receive the same cash price, and Day One became a wholly owned subsidiary of Servier.
The transaction values Day One at approximately $2.5 billion in equity value, funded with Servier and Parent cash and similar instruments. Day One’s stock will be delisted from Nasdaq, SEC registration will be terminated, equity incentive plans and the ESPP have been cancelled, and former directors and officers have been replaced by Servier designees.
Day One Biopharmaceuticals, Inc. filed an amended current report to add full financial details for its acquisition of Mersana Therapeutics, Inc. completed on January 6, 2026. The deal totals an estimated fair value of $173.0 million, including $125.0 million in cash and $48.0 million of contingent value rights (CVRs).
Each Mersana share received $25.00 in cash plus one non‑tradable CVR that may pay up to an additional $30.25 in cash upon achieving specified regulatory, commercial and net sales milestones. The aggregate undiscounted maximum contingent consideration is about $156.0 million.
Preliminary purchase accounting assigns $196.9 million to identifiable intangible assets and $36.7 million to goodwill. Unaudited pro forma results show combined revenue of $171.7 million and a net loss of $180.5 million for 2024, and revenue of $121.3 million with a net loss of $145.9 million for the nine months ended September 30, 2025.
Day One Biopharmaceuticals agreed to be acquired by Servier via a cash tender offer and follow-on merger. Servier will offer $21.50 per share in cash, valuing Day One at approximately $2.5 billion. The price reflects premiums of about 68% to the prior closing price and 86% to the one‑month VWAP as of March 5, 2026.
The tender offer must secure at least a majority of outstanding shares and obtain required U.S. antitrust clearance, with no financing condition. Day One’s board unanimously found the deal fair and recommends shareholders tender. The merger can be terminated under specified conditions, including an outside date of December 6, 2026 (extendable by 150 days) and a potential $87.7 million termination fee payable to Servier in certain scenarios.
Day One Biopharmaceuticals highlighted strong growth for its brain cancer drug OJEMDA and key 2026 milestones. The company updated its corporate materials after partner Ipsen received a positive European CHMP opinion recommending conditional marketing authorization of tovorafenib for relapsed or refractory BRAF‑altered pediatric low‑grade glioma.
OJEMDA 2025 net product revenue rose to $155.4M, up sharply from $57.2M in 2024, with total 2025 revenue of $158.2M. Net loss was $107.3M and cash, cash equivalents and short‑term investments were $441.1M as of December 31, 2025.
For 2026, the company guides to OJEMDA U.S. net product revenue of $225M–$250M, implying more than 50% growth. The pipeline update emphasizes the FIREFLY‑2 phase 3 trial in front‑line pediatric low‑grade glioma, phase 1 data for antibody‑drug conjugate Emi‑Le in adenoid cystic carcinoma by mid‑2026, and first‑in‑human progress for PTK7‑targeted ADC DAY301.
Day One Biopharmaceuticals reported strong growth for 2025, driven by OJEMDA. Net product revenue reached $155.4 million, up 172% from 2024, with Q4 revenue of $52.8 million. Total 2025 revenue was $158.2 million, while net loss was $107.3 million.
The company reaffirmed 2026 U.S. OJEMDA net product revenue guidance of $225–$250 million and ended 2025 with $441.1 million in cash, cash equivalents and short-term investments. Day One highlighted long‑term OJEMDA data in pediatric low-grade glioma and pipeline progress, including Emi‑Le Phase 1 data expected mid‑2026 and DAY301 Phase 1a data planned for the second half of 2026.
Day One Biopharmaceuticals, Inc. filed a report describing preliminary, unaudited net product revenue for OJEMDA for the fourth quarter and full year ended December 31, 2025, along with its cash, cash equivalents and short-term investments as of that same date. These figures are estimates and may change once the company completes its year-end financial close and external reporting.
The company also outlined 2026 priorities, including plans to complete enrollment in the pivotal Phase 3 FIREFLY-2 trial of tovorafenib as a front-line therapy for pediatric low-grade glioma in the first half of 2026, share initial Phase 1a data for DAY301 in the second half of 2026, and deliver Phase 1 clinical data for the Emi-Le program by mid-2026. Day One noted that it will present at the 44th Annual J.P. Morgan Healthcare Conference and furnished a press release and presentations as exhibits, while emphasizing that the information is being furnished, not filed, for securities law purposes.
Day One Biopharmaceuticals, Inc. closed its acquisition of Mersana Therapeutics, Inc. after completing a tender offer for Mersana’s common stock. Holders of Mersana shares receive $25.00 in cash per share plus one non‑tradable contingent value right (CVR) per share, which can pay up to an additional $30.25 in cash per CVR if specified milestones are met.
As of the offer expiration on January 5, 2026, 3,029,135 shares, or about 60.57% of Mersana’s outstanding stock, were validly tendered, satisfying the minimum condition, and the remaining shares were converted into the same consideration via a follow‑on merger under Delaware law. Outstanding in‑the‑money stock options and all restricted stock units were cashed out based on the offer price. Day One and Computershare entered into a CVR Agreement to govern the milestone payments, and Day One paid approximately $128.8 million in cash for the deal, funded from its existing cash on hand. The company cautions that there is no assurance any CVR milestones will be achieved or that CVR payments will be made.
Day One Biopharmaceuticals reported updated three-year data from its pivotal Phase 2 FIREFLY-1 trial of OJEMDA (tovorafenib) in pediatric low-grade glioma. In 76 Arm 1 patients, the overall response rate was 53% (40 of 76), with a median duration of response of 19.4 months and a median time to response of 5.4 months.
The median progression-free survival, assessed using Response Assessment in Pediatric Neuro-Oncology Low-Grade Glioma criteria, was 16.6 months. With an updated median study duration of 40.6 months, no new safety signals were identified; the most common Grade 3 or higher adverse events (≥5% of patients) included decreased growth velocity, anemia, increased blood creatine phosphokinase, maculopapular rash, and increased alanine aminotransferase. The company also updated its corporate presentation to reflect these data.
Day One Biopharmaceuticals agreed to acquire Mersana Therapeutics via a two‑step deal starting with a tender offer for all shares at $25.00 in cash per share plus one CVR worth up to an additional $30.25 per share upon specified milestones. The offer will be open for 20 business days, followed by a back‑end merger under DGCL 251(h) without a stockholder vote once the tender closes.
Closing is targeted by the end of January 2026, subject to customary conditions, including HSR clearance and a 50%+1 share minimum tender. The transaction has no financing condition. Support agreements from directors, officers and Bain Capital–affiliated holders cover about 8.5% of Mersana’s shares. Either party may terminate if not consummated by May 12, 2026; certain terminations require Mersana to pay a $5.6 million fee. CVRs are non‑transferable contractual rights with cash payouts only if milestones are achieved.
Day One Biopharmaceuticals (DAWN) filed an 8-K stating it issued a press release announcing financial results for the quarter ended September 30, 2025. The company also provided a financial results presentation and an updated corporate presentation, furnished as Exhibits 99.1, 99.2 and 99.3.
The materials are furnished, not filed, and are not incorporated by reference unless specifically stated otherwise. The filing lists DAWN common stock on the Nasdaq Global Select Market, and is signed by Charles N. York II, M.B.A., Chief Operating Officer and Chief Financial Officer.
Day One Biopharmaceuticals, Inc. approved a repricing of outstanding employee and director stock options that had an exercise price of $8.00 or greater, reducing those option exercise prices to the company's closing common-stock price on the Effective Date of September 30, 2025 (the New Exercise Price). The Board and Compensation Committee approved the change after consulting an independent compensation consultant and outside counsel, saying the move is intended to retain and motivate key contributors while avoiding dilution from large new equity grants or significant cash payouts.
Repriced options will remain subject to a retention condition: continued service through the one-year anniversary of the Effective Date or a qualifying Corporate Transaction. If an eligible participant does not satisfy the retention requirement, they must pay the difference between the New Exercise Price and the original exercise price upon exercise, except if termination occurs due to death or Disability as defined in the plan.