Day One Biopharmaceuticals (DAWN)

• Market cap: $639M
• 1 day: -9.87%
• 5 days: -18.71%
• 1 month: -10.26%
• 3 months: -47.72%
• 6 months: -60.03%
• Year to date: -50.43%
• 1 year: -63.11%
• 5 years: -75.67%
• 10 years: -75.67%
• Sector: Healthcare
• Industry: Biotechnology

About: Day One Biopharmaceuticals Inc is a clinical-stage biopharmaceutical company. It is dedicated towards developing and commercializing targeted therapies for patients of all ages with genetically defined cancers. Initially, it focuses on clinical development efforts on pediatric patients living with cancer, a vulnerable population that has been underserved in the recent revolution in targeted therapeutics and immuno-oncology. The product candidate, DAY101, is an oral, brain-penetrant, highly-selective type II pan-rapidly accelerated fibrosarcoma, or pan-RAF, and kinase inhibitor.

Employees: 181

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

59% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 165 [Q3] → 164 (-1) [Q4]

7% less capital invested

Capital invested by funds: $1.28B [Q3] → $1.19B (-$93.6M) [Q4]

11.75% less ownership

Funds ownership: 104.7% [Q3] → 92.95% (-11.75%) [Q4]

38% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $3.36M

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $27 329% upside
• Avg. target: $31 395% upside
• High target: $36 471% upside

5 analyst ratings

• positive: 5 100%
• neutral: 0 0%
• negative: 0 0%

Needham Ami Fadia 31% 1-year accuracy 47 / 154 met price target	329% upside $27	Buy Maintained	7 May 2025
HC Wainwright & Co. Andres Maldonado 36% 1-year accuracy 8 / 22 met price target	471% upside $36	Buy Reiterated	3 Apr 2025
Goldman Sachs Andrea Tan 56% 1-year accuracy 5 / 9 met price target	329% upside $27	Buy Maintained	25 Mar 2025
JP Morgan Anupam Rama 31% 1-year accuracy 16 / 51 met price target	440% upside $34	Overweight Maintained	5 Mar 2025
Wedbush Robert Driscoll 9% 1-year accuracy 4 / 45 met price target	408% upside $32	Outperform Reiterated	26 Feb 2025