Day One Biopharmaceuticals, Inc.: management transactions · United States · SEC (Form 4)

About Day One Biopharmaceuticals, Inc.

Day One Biopharmaceuticals, Inc. is a U.S.-listed biopharmaceutical company trading on the NASDAQ market in the United States. The company was founded to address a long-standing unmet need in oncology, particularly the shortage of new, age-appropriate treatments for children with cancer. From an analyst’s perspective, Day One’s identity is that of a targeted oncology innovator that has moved from a development-stage profile toward commercial execution, with its corporate headquarters in Brisbane, California, in the San Francisco Bay Area. ([ir.dayonebio.com](https://ir.dayonebio.com/?utm_source=openai)) Its business model centers on the discovery, development, and commercialization of targeted therapies for patients of all ages with life-threatening diseases. The company’s lead commercial product is tovorafenib, sold as OJEMDA™, an oral, brain-penetrant, highly selective type II pan-RAF inhibitor. OJEMDA is aimed at pediatric, adolescent, and young adult patients with relapsed or progressive low-grade glioma, making it one of the company’s most important value drivers and the key asset behind Day One’s transition into a commercial-stage company. In parallel, the pipeline includes DAY301, and, following the acquisition of Mersana Therapeutics, Emi-Le (emiltatug ledadotin), an antibody-drug conjugate targeting B7-H4 and being developed for the rare cancer adenoid cystic carcinoma. ([ir.dayonebio.com](https://ir.dayonebio.com/news-releases/news-release-details/day-one-announces-closing-upsized-initial-public-offering-and?utm_source=openai)) From a competitive standpoint, Day One is positioned in highly specialized oncology niches rather than broad, crowded primary-care markets. That can be an advantage if clinical differentiation, regulatory exclusivity, and physician adoption are strong, but it also means the investment case is more dependent on a narrow set of programs and execution milestones. The company’s strategy is consistent with a “precision oncology” approach: focus on genetically defined cancers and rare diseases where unmet medical need is high and pricing power can be more defensible. For investors, the opportunity is balanced by the usual biotech risks, including clinical development uncertainty, regulatory outcomes, commercial uptake, manufacturing, and the complexity of integrating acquisitions. ([ir.dayonebio.com](https://ir.dayonebio.com/?utm_source=openai)) Geographically, Day One is primarily U.S.-centric, with operations, commercialization, and investor communications anchored in the United States. Recent major developments have been material: the company reported preliminary 2025 OJEMDA net product revenue of $155.4 million and guided 2026 U.S. net product revenue to $225 million–$250 million, while also completing the Mersana acquisition in early 2026 to expand its pipeline and add a clinical-stage ADC platform. For market participants, these events indicate that Day One is increasingly being evaluated not only as a clinical story, but as a growth-oriented oncology commercial platform with expanding optionality. ([ir.dayonebio.com](https://ir.dayonebio.com/news-releases/news-release-details/day-one-announces-preliminary-2025-ojemdatm-net-product-revenue/?utm_source=openai))