Day One Biopharmaceuticals, Inc.

NASDAQ•DAWN

CEO: Dr. Jeremy Bender M.B.A., Ph.D.

セクター: Healthcare

業種: Biotechnology

上場日: 2021-05-27

Day One Biopharmaceuticals, Inc., a clinical-stage biopharmaceutical company, develops and commercializes targeted therapies for patients with genomically defined cancers. Its lead product candidate is tovorafenib, an oral brain-penetrant type II pan-rapidly accelerated fibrosarcoma kinase inhibitor that is in Phase II clinical trial for pediatric patients with relapsed/ refractory low-grade glioma. The company is also developing Pimasertib, an oral small molecule inhibitor of mitogen-activated protein kinase kinases 1 and 2. Day One Biopharmaceuticals, Inc. was incorporated in 2018 and is headquartered in Brisbane, California.

連絡先情報

2000 Sierra Point Parkway, Suite 501, Brisbane, CA, 94005, United States

650-484-0899

dayonebio.com

時価総額

$1.32B

PER (TTM)

-12.4

19.7

配当利回り

52週高値

$13.20

52週安値

$5.64

52週レンジ

96%

順位53Top 76.1%

2.8

F-Score

改良版 Piotroski 分析

6年ファンダメンタル

弱い • 2.8 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2020-2025

財務ダッシュボード

Q4 2025 データ

売上高

$53.72M+0.00%

直近4四半期の推移

EPS

-$0.21+0.00%

直近4四半期の推移

フリーCF

-$17.65M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Product Revenue Surges Product revenue reached $155.4M, up 171.6% in 2025, driven by successful US commercial launch of OJEMDA.

Operating Loss Significantly Narrows Loss from operations improved $89.5M to $127.8M, primarily due to lower R&D expenses in 2025.

R&D Spend Decreases Research and development expenses decreased $79.6M to $148.1M, reflecting reduced upfront license milestone payments.

Pipeline Expansion Completed Acquisition of Mersana closed January 2026, adding Emi-Le, positioning company for oncology portfolio expansion.

リスク要因

Continued Net Losses Expected Incurred $107.3M net loss in 2025; expects continued losses indefinitely, making profitability uncertain for foreseeable future.

OJEMDA Commercialization Dependency Near-term revenue highly dependent on successful OJEMDA commercialization; failure materially affects financial condition and stock price.

Clinical Trial Uncertainty Remains Clinical trials are expensive and time-consuming; earlier positive results may not predict later-stage success or regulatory approval.

Reliance on Third-Party Manufacturers Reliance on limited third parties for manufacturing and clinical trials introduces supply chain, quality, and operational risks.

見通し

Tovorafenib Phase 3 Completion Expect FIREFLY-2 Phase 3 trial enrollment completion in H1 2026 to support full OJEMDA regulatory approval.

Emi-Le Clinical Data Update Plan to present clinical data for Emi-Le (ACC ADC) mid-2026 to support potential rapid development pathway.

DAY301 Program Update Plan to present initial clinical data for DAY301 (PTK7 ADC) in the second half of 2026.

Expand Targeted Oncology Pipeline Continue leveraging BD expertise to identify, acquire, and develop additional high-impact targeted oncology assets.

同業比較

売上高 (TTM)

ARVN

$262.60M

-0.3%

AKBA

$236.19M

+47.5%

VALN

$198.55M

+13.5%

粗利益率 (最新四半期)

VIR

672.1%

-54902.1pp

ATXS

100.0%

+0.0pp

GERN

97.3%

-45.2pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
ERAS	$4.68B	-33.6	-33.1%	11.5%
TERN	$3.83B	-41.3	-30.0%	0.3%
OLMA	$1.91B	-13.9	-41.5%	1.3%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

20.4%

高成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月13日

EPS:-$0.25

売上高:$54.60M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし