Day One Biopharma Guides to $225M-$250M in 2026 on $155M 2025 Revenue
Day One Biopharma posted 2025 net revenues of $155M, a 170% increase year-over-year, with Q4 sales of $52M up 37% quarter-over-quarter, and guided 2026 net product revenue to $225M-$250M (midpoint ~50% growth). OJEMDA new patient starts rose ~25% in H2 2025 and therapy persistence averaged 17 months (median 19).
1. Strong 2025 revenue growth
In 2025 Day One delivered net product revenue of $155M, up 170% year-over-year, with fourth-quarter sales of $52M, a 37% sequential increase, reflecting momentum from pediatric low-grade glioma approval.
2. OJEMDA adoption and persistence
On-label new patient starts for OJEMDA climbed roughly 25% in H2 2025 versus H1, driven by expanded physician familiarity and ASCO data, while mean therapy duration reached 17 months (median 19), aided by rash management and dose-reduction strategies.
3. 2026 revenue guidance and operational drivers
The company set a 2026 net product revenue target of $225M-$250M, implying about 50% midpoint growth, attributing the range variance to execution on new patient starts expansion and improved persistence through further data releases and education.
4. Pipeline development and trials
Beyond OJEMDA, Day One expects mid-year Emi-Le ADC data in adenoid cystic carcinoma and first clinical readouts for PTK7-targeted DAY301 in late 2026, while a pivotal frontline pediatric glioma trial progresses, aiming for a treat-to-progression design.