Welcome to our dedicated page for Day One Biopharmaceuticals SEC filings (Ticker: DAWN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Day One Biopharmaceuticals, Inc. (NASDAQ: DAWN) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other documents filed with the U.S. Securities and Exchange Commission. These filings offer detailed information on clinical data releases, financial results, and material corporate agreements for this commercial-stage biopharmaceutical company focused on targeted cancer therapies.
Day One uses Form 8-K to report material events such as updated three-year data from the pivotal FIREFLY-1 trial of OJEMDA™ (tovorafenib) in pediatric low-grade glioma, financial results for specific quarters, and changes to corporate presentations. For example, an 8-K dated November 24, 2025 describes FIREFLY-1 efficacy and safety outcomes, while other 8-Ks attach press releases and slide decks summarizing OJEMDA net product revenue, license revenue, operating expenses, and cash balances.
Filings also document transactional and corporate actions. An 8-K filed in November 2025 outlines the Agreement and Plan of Merger through which Day One agreed to acquire Mersana Therapeutics via a tender offer and subsequent merger, including the structure of cash consideration and contingent value rights. Another 8-K describes an option repricing approved by the board of directors, providing detail on how stock options for certain directors and employees are adjusted and conditioned on continued service.
Through these SEC documents, readers can examine how Day One reports clinical trial outcomes, such as response rates and treatment-free intervals from FIREFLY-1, as well as how it communicates financial performance and corporate governance decisions. Stock Titan’s interface surfaces these filings alongside AI-powered summaries that highlight key points, helping users quickly understand the context of each report while preserving access to the full underlying documents.
In addition to 8-Ks, investors may use this page as a starting point to locate Day One’s annual and quarterly reports, which provide broader overviews of its oncology pipeline, including OJEMDA, DAY301, and Emi-Le, and its status as a Nasdaq Global Select Market registrant under the symbol DAWN.
Day One Biopharmaceuticals is the subject of a planned tender offer by Servier and its subsidiaries pursuant to an Agreement and Plan of Merger dated March 6, 2026. This Schedule TO excerpt discloses preliminary communications only; the tender offer has not commenced and will be made by separate offer documents filed on Schedule TO.
The communication urges holders to read the forthcoming offer to purchase, related letter of transmittal and the Company’s solicitation/recommendation on Schedule 14D-9 when filed. It also lists customary forward-looking statement risks and provides an exhibit reference to a BIO Europe presentation.
Day One Biopharmaceuticals reported beneficial ownership of 5.44% of its common stock, equal to 5,615,390 shares, as disclosed on 03/12/2026. The position is held by funds managed by Glazer Capital, LLC and is reported jointly by Glazer Capital and Paul J. Glazer. The filing states that Glazer Capital Enhanced Master Fund, Ltd., a Glazer Fund, has the right to receive proceeds from the sale of more than 5% of the outstanding common stock.
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, Inc. is the subject of a planned tender offer by Servier and its subsidiaries pursuant to the Agreement and Plan of Merger, dated as of March 6, 2026, for all issued and outstanding shares of Day One common stock.
The communication states the tender offer has not yet commenced and that formal tender offer materials and a solicitation/recommendation statement will be filed with the SEC when the offer is launched; completion is conditioned on customary terms and regulatory and other closing conditions.
Day One Biopharmaceuticals, Inc. is the subject of a planned tender offer by Servier S.A.S. and its subsidiaries pursuant to an Agreement and Plan of Merger dated March 6, 2026. The announcement describes preliminary communications before the tender offer commences and states that formal Schedule TO materials will be filed when the offer begins.
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 describes a fast‑expanding oncology business centered on OJEMDA (tovorafenib), approved in the United States for relapsed or refractory pediatric low‑grade glioma with BRAF alterations. Approval was supported by FIREFLY‑1, where overall response rates were about 51–53% with mostly Grade 1–2 side effects.
The company is running the pivotal FIREFLY‑2 Phase 3 front‑line trial in pLGG and multiple investigator‑initiated studies. Outside the United States, Day One licensed commercialization rights for tovorafenib to Ipsen, receiving a $70.8 million upfront payment plus a $40.0 million equity investment and eligibility for up to about $375.0 million in milestones and tiered double‑digit royalties.
Day One is broadening its pipeline with two antibody‑drug conjugates. It acquired Mersana Therapeutics, adding Emi‑Le (XMT‑1660), a B7‑H4‑targeted ADC in Phase 1 with early activity in adenoid cystic carcinoma. Through the MabCare license, it obtained DAY301, a PTK7‑targeted ADC now in a Phase 1a/b dose‑escalation study after a $55.0 million upfront payment and substantial milestone and royalty commitments.
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’ Chief Commercial Officer Lauren Merendino reported several equity transactions. On February 17, 2026, she sold 5,814 shares of common stock in an open-market sale at a weighted average price of $11.6009 per share, solely to cover tax liabilities from RSU settlements.
On February 15, 2026, multiple Restricted Stock Units converted into common stock at no cost, increasing her direct holdings. Footnotes state each RSU converts into one common share, does not expire, and vests in scheduled quarterly installments contingent on continued service.