DAWN Stock Forecast & Price Target

Day One Biopharmaceuticals has showcased substantial financial growth, reporting OJEMDA net product revenue of $33.6 million for the second quarter of 2025, which represents a notable 310% increase compared to the same period in the previous year and a 10% rise over the prior quarter. The consistent increase in prescription volume, exceeding 1,000 for the quarter and marking a 15% sequential growth, alongside the reiterated full-year revenue guidance of $140–150 million, suggests a strong market demand and positive reception of their product. Furthermore, impressive clinical outcomes, with 91% of treated patients recovering normal growth rates and positive feedback from the medical community, enhance the outlook for OJEMDA as the company continues to advance its front-line trials and capitalize on its safety profile as a competitive edge.

Day One Biopharmaceuticals Inc. reported a 2Q25 EPS of -$0.29, which, while slightly better than consensus expectations of -$0.35, highlighted an overall lower performance driven by a decline in both R&D and SG&A expenses. The company's product candidate sales of Ojemda totaled $33.9 million, approximately 4.5% below expectations, and the FY 2025 guidance for product net revenue of $140 million to $150 million also fell short of the consensus forecast of $151.7 million. Additionally, with a revised long-term revenue trajectory for Ojemda reflecting a slower adoption pace and a downward adjustment to a price target based on projected earnings, the outlook remains negative for the stock.