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.
Day One Biopharmaceuticals filings document the company's transition from a Nasdaq-listed oncology biopharmaceutical issuer to an acquired company with Exchange Act deregistration filings. The record includes Form 25 removal of DAWN common stock from Nasdaq and Form 15 certification covering termination of registration or suspension of reporting duties after the acquisition.
Day One's 8-K filings report material agreements, tender-offer and merger-related events, shareholder voting and governance matters, capital-structure disclosures, and financial-statement exhibits. Other disclosures cover OJEMDA (tovorafenib), U.S. product revenue reporting, Ipsen's ex-U.S. commercialization rights, and clinical or regulatory updates for pediatric low-grade glioma and rare-cancer programs.
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.
Day One Biopharmaceuticals general counsel and secretary Adam Dubow reported an open-market sale of 6,395 shares of common stock at a weighted-average price of $11.6009, undertaken solely to cover his tax liability from the settlement of restricted stock units.
On February 15, several restricted stock unit (RSU) awards were settled into common stock at no cash cost, with each RSU delivering one share upon vesting. After these transactions, Dubow directly held 72,694 shares of common stock. The RSUs vest over time in quarterly installments, subject to his continued service.
Day One Biopharmaceuticals COO and CFO Charles N. York II reported a mix of stock sales and equity award settlements. He sold 6,065 shares of Common Stock in an open-market transaction at a weighted average price of $11.6009 per share. A footnote states this sale was solely to cover his tax liability arising from restricted stock unit (RSU) settlements.
On the same general timeline, he exercised and settled multiple RSU awards, each representing a right to receive one share of Common Stock for no cash consideration. The RSUs vest quarterly in 1/16th increments on February 15, May 15, August 15 and November 15, as long as he continues providing service to the company.
Day One Biopharmaceuticals, Inc. CEO Jeremy Bender reported a mix of RSU settlements and a tax-related share sale. On February 17, he sold 15,459 shares of common stock in an open-market transaction at a weighted average price of $11.6009 per share to cover tax liabilities from recently settled restricted stock units (RSUs).
Around February 15, multiple RSU awards were converted into common shares at no cash cost, reflecting equity compensation vesting. After these transactions, Bender directly held 204,603 shares of common stock, and additional shares are held indirectly through several Bender family and grantor retained annuity trusts. The RSUs vest in equal quarterly installments, so further scheduled vesting may occur if service continues.
Day One Biopharmaceuticals’ Head of Research and Development, Michael Vasconcelles, reported RSU vesting and a related share sale. On February 15, he acquired 7,125 shares of common stock at $0 per share through the settlement of Restricted Stock Units, each RSU converting into one common share.
On February 17, he conducted an open‑market sale of 2,728 common shares at a weighted average price of $11.6009 per share. The company notes that this sale was made solely to cover his tax liability arising from the RSU settlement and that the sale price reflects block trades executed within a range of $11.195 to $11.8508. After these transactions, he continued to hold common shares directly and retained a substantial RSU balance that vests quarterly, subject to continued service.
A holder of DAWN common stock has filed a notice of proposed sale under Rule 144. The filing covers 15,459 common shares, to be sold through Morgan Stanley Smith Barney LLC with an aggregate market value of $179,338.31.
The shares are part of a larger base of 102,675,502 shares outstanding and were acquired as restricted stock from the issuer on 02/15/2026. The planned sale date is approximately 02/17/2026 on the NASDAQ exchange.
A holder of DAWN common stock filed a notice to sell up to 6,065 shares under Rule 144. The shares have an indicated aggregate market value of $70,359.46 and are planned to be sold on NASDAQ, using Morgan Stanley Smith Barney LLC Executive Financial Services as broker.
The securities were acquired from the issuer as restricted stock on 02/15/2026, and full payment was listed as not applicable. The notice reports 102,675,502 shares of this class outstanding, providing context for the relative size of the planned sale.