Overview

* Day One Q3 revenue of $39.8 mln beats analyst expectations

* OJEMDA net product revenue rises 15% from Q2, driven by higher patient demand

* Company raises full-year 2025 OJEMDA revenue guidance to $145-$150 mln

Outlook

* Company raises OJEMDA full-year 2025 revenue guidance to $145-$150 mln

Result Drivers

* INCREASED DEMAND - OJEMDA net product revenue rose 15% from Q2 2025, driven by higher patient demand

* CLINICAL DATA IMPACT - New patient starts grew 19% in Q3 2025, driven by FIREFLY-1 clinical trial data

* REVENUE GUIDANCE RAISED - Co raises full-year 2025 OJEMDA revenue guidance to $145-$150 mln, reflecting strong demand

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $39.80 $38.20

Revenue mln mln (9

Analysts

)

Q3 EPS -$0.19

Q3 Net -$19.72

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the pharmaceuticals peer group is "buy"

* Wall Street's median 12-month price target for Day One Biopharmaceuticals Inc ( DAWN ) is $25.00, about 70.8% above its November 3 closing price of $7.31

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)