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.
An affiliate of DAWN filed a Rule 144 notice to sell 6,395 shares of common stock, with an aggregate market value of $74,187.76, through Morgan Stanley Smith Barney LLC on NASDAQ around February 17, 2026.
The shares were acquired as restricted stock from the issuer on February 15, 2026. The filing lists 102,675,502 shares of the issuer’s common stock outstanding, providing context for the planned sale size.
Day One Biopharmaceuticals shareholder Vestal Point Capital filed a Schedule 13G disclosing a passive stake in the company. Vestal Point Capital and Ryan Wilder report beneficial ownership of 5,200,000 shares of common stock, representing 5.1% of the class.
The ownership percentage is based on 102,675,502 shares of common stock outstanding as of October 31, 2025, as reported in Day One’s Form 10-Q. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the company.
FMR LLC has filed an amended Schedule 13G reporting beneficial ownership of 5,717,007.68 shares of Day One Biopharmaceuticals Inc. common stock, representing 5.6% of the outstanding class as of 12/31/2025. FMR LLC reports sole voting power over 5,702,209.00 shares and sole dispositive power over 5,717,007.68 shares, with no shared voting or dispositive power. Abigail P. Johnson is also listed as a reporting person, with sole dispositive power over 5,717,007.68 shares and no voting power. The securities are stated to be held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Day One Biopharmaceuticals granted new equity awards to its COO and CFO, Charles N. York II. On January 30, 2026, he received a stock option covering 188,000 shares of common stock at an exercise price of $11.16 per share, vesting in equal monthly installments over 48 months starting February 28, 2026.
He also received 126,000 Restricted Stock Units (RSUs), each representing one share of common stock upon settlement. These RSUs vest in 16 equal quarterly installments on February 15, May 15, August 15 and November 15, subject to continued service, and either vest or are canceled before vesting rather than expiring on a set date.
Day One Biopharmaceuticals granted new equity awards to its Head of Research and Development, Michael Vasconcelles, effective January 30, 2026. He received a stock option for 171,000 shares of common stock at an exercise price of $11.16, plus 114,000 Restricted Stock Units (RSUs).
The option vests as to 1/48 of the total shares each month starting February 28, 2026, contingent on continued service. Each RSU represents one share of common stock and vests 1/16 of the total award quarterly on February 15, May 15, August 15 and November 15, also subject to continued service. RSUs either vest or are canceled; they do not have an expiration date.
Day One BiopharmaceuticalsJanuary 30, 2026, he received a stock option for 355,000 shares of common stock at an exercise price of $11.16 per share, expiring on January 29, 2036. The option vests in equal monthly installments of 1/48th of the total from February 28, 2026, as long as he continues serving the company.
He was also granted 237,000 Restricted Stock Units (RSUs), each representing one share of common stock upon settlement. These RSUs vest in 1/16th increments on February 15, May 15, August 15 and November 15 in quarterly installments, contingent on continued service. The RSUs do not have a traditional expiration date; they either vest on schedule or are canceled if conditions are not met.
Day One Biopharmaceuticals granted its Chief Commercial Officer, Lauren Merendino, new equity awards dated January 30, 2026. She received a stock option for 110,000 shares of common stock at an exercise price of $11.16 per share. The option vests in 1/48th monthly, starting February 28, 2026, as long as she continues providing service on each vesting date.
Merendino also received 74,000 Restricted Stock Units (RSUs). Each RSU represents a right to one share of common stock upon settlement and vests in 1/16th quarterly installments on February 15, May 15, August 15 and November 15, subject to continued service. RSUs either vest or are canceled before the vesting date and do not have a traditional expiration date.
Day One Biopharmaceuticals’ General Counsel and Secretary, Adam Dubow, reported new equity awards. On January 30, 2026, he received a stock option for 105,000 shares of common stock at a $11.16 exercise price, held directly. The option vests in equal monthly installments over 48 months starting February 28, 2026, contingent on continued service.
He was also granted 70,000 Restricted Stock Units (RSUs), each representing one share of common stock upon settlement. The RSUs vest in 16 quarterly installments on February 15, May 15, August 15, and November 15, subject to ongoing service, and either vest or are canceled before vesting.
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.