Day One Biopharmaceuticals (DAWN)

• Market cap: $865M
• 1 day: -2.96%
• 5 days: -5.85%
• 1 month: -30.14%
• 3 months: -33.10%
• 6 months: -39.63%
• Year to date: -32.89%
• 1 year: -42.71%
• 5 years: -67.05%
• 10 years: -67.05%
• Sector: Healthcare
• Industry: Pharmaceutical Preparations

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 filings 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 (-$94.5M) [Q4]

11.82% less ownership

Funds ownership: 104.77% [Q3] → 92.95% (-11.82%) [Q4]

38% less call options, than puts

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

Research analyst outlook

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

• Low target: $25 193% upside
• Avg. target: $34 295% upside
• High target: $43 404% upside

7 analyst ratings

• positive: 7 100%
• neutral: 0 0%
• negative: 0 0%

JP Morgan Anupam Rama 24% 1-year accuracy 15 / 62 met price target	299% upside $34	Overweight Maintained	5 Mar 2025
Wedbush Robert Driscoll 5% 1-year accuracy 3 / 55 met price target	275% upside $32	Outperform Reiterated	26 Feb 2025
HC Wainwright & Co. Andres Maldonado 21% 1-year accuracy 10 / 48 met price target	322% upside $36	Buy Maintained	26 Feb 2025
Needham Ami Fadia 30% 1-year accuracy 52 / 171 met price target	275% upside $32	Buy Reiterated	26 Feb 2025
Goldman Sachs Andrea Tan 50% 1-year accuracy 4 / 8 met price target	404% upside $43	Buy Maintained	10 Feb 2025