NASDAQ$DAWN

Day One Biopharmaceuticals Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Day One Biopharmaceuticals reported its fourth quarter and full year 2024 financial results, highlighting strong OJEMDA net product revenues and corporate progress.

Day One Biopharmaceuticals achieved significant growth in Q4 2024 with OJEMDA net product revenues reaching $29.0 million, contributing to a full year total of $57.2 million. The company ended 2024 with a strong cash position of $531.7 million, indicating a solid financial foundation for future growth and mission realization.

  • OJEMDA net product revenues for Q4 2024 were $29.0 million, marking a 44% increase from Q3 2024.
  • The company ended 2024 with $531.7 million in cash, cash equivalents, and short-term investments.
  • OJEMDA received Exclusively Pediatric designation, reducing its Medicaid and 340B minimum rebate percentage.
  • Day One advanced enrollment in the global, pivotal Phase 3 FIREFLY-2 clinical trial, with full enrollment expected in the first half of 2026.

Headline financials

Total Revenue

$131M

Previous: $0.00
EPS (adj)

-$1.02

Previous: -$0.64-59.4%
R&D Expenses

$61.8M

No prior period
SG&A Expenses

$29.8M

No prior period
Stock-Based Comp

$11M

No prior period
Capital Expenditures

-$1.42M

Previous: -$8K-17637.5%
Net Income

-$95.5M

Previous: -$54.5M-75.2%
Operating Income

-$217M

Previous: -$59.5M-265.1%
Gross Profit

$26.2M

Previous: -$103K+25562.1%
R&D Expense

$61.8M

Previous: $37.3M+65.5%

Revenue & EPS history

Day One · Revenue · Quarterly

$131M

Q4 2024
Beat estimate in 6 of 6 quarters(100%)
ActualEstimate

Forward guidance

Day One Biopharmaceuticals is focused on continued growth for OJEMDA, advancing its clinical pipeline, and maintaining a strong financial position.

Tailwinds

  • Full enrollment in the global, pivotal Phase 3 FIREFLY-2 clinical trial is expected in the first half of 2026.
  • The company aims for long-term, durable growth with OJEMDA as its foundation.
  • Continued progress in the DAY301 clinical trial, having cleared the first dose cohort.
  • Strong balance sheet provides a solid financial foundation.
  • Commitment to developing and commercializing targeted therapies for life-threatening diseases across all ages.

Headwinds

  • Continued approval for OJEMDA's indication may be contingent upon verification and description of clinical benefit in a confirmatory trial(s).
  • Forward-looking statements are subject to risks and uncertainties that may cause actual results to differ significantly.
  • Risks include the ability to obtain and retain regulatory approval for product candidates.
  • Potential impact of global business or macroeconomic conditions, including inflation and interest rate volatility.
  • Geopolitical conflicts and regulatory developments could affect operations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-1.4%

Avg return

Earnings day

-2.1%

Avg return

5 days after

+1.2%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+23.6%

Q2 2022

Best reaction

-16.6%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-9.2%-13.9%+78.0%
Q3 2025+0.0%+3.7%+34.8%
Q2 2025-15.4%-14.2%+9.7%
Q1 2025-9.6%-5.9%+2.9%
Q4 2024-16.5%-30.2%-31.7%
Q3 2024+2.6%+3.2%-2.9%
Q2 2024-6.8%-9.4%-11.0%
Q1 2024-0.5%-6.8%-23.9%
Q4 2023+14.5%+15.0%+4.0%
Q3 2023-3.1%-11.1%-3.7%
Q2 2023+1.3%+4.3%+9.6%
Q1 2023+12.7%+10.3%+7.3%
Q4 2022+5.3%-4.2%-32.8%
Q3 2022+2.7%+10.6%+14.3%
Q2 2022+23.6%+18.9%+24.4%
Q1 2022+8.5%+21.8%-6.1%
Q4 2021+3.7%-3.8%-6.9%
Q3 2021-9.2%-15.7%-31.7%
Q2 2021-16.6%-7.6%-5.2%
Q4 2020-16.6%-7.6%-5.2%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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