Day One Biopharmaceuticals (DAWN) Company Overview and Recent Developments

Based on my searches, I was unable to locate a specific Form 8-K filing by Day One Biopharmaceuticals (DAWN) dated January 6, 2025. This could indicate the filing may not exist on that exact date, may be indexed differently, or there may be a date discrepancy.

However, I can provide you with relevant information about Day One Biopharmaceuticals that may be helpful for understanding the company’s current status and what types of developments typically appear in Form 8-K filings for biopharmaceutical companies.

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• Ticker:
  DAWN (NASDAQ)
• Market Cap:
  $876.85M
• Current Price:
  $8.54 (as of January 6, 2026) [0]
• Sector:
  Healthcare — Biotechnology

• EPS:
  $-0.19 (beat estimate by +31.75%)
• Revenue:
  $39.80M (beat estimate by +4.18%) [0]
• Cash Position:
  $451.58M (as of Sept 30, 2025) [0]

Day One’s flagship therapy is OJEMDA (tovorafenib), targeting pediatric low-grade glioma (pLGG). The company reported

in December 2025 [0].

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Although I couldn’t locate the specific January 6, 2025 filing, Form 8-K reports for biopharmaceutical companies commonly include material events such as:

1. Clinical Trial Updates
   • Initiation, completion, or termination of clinical trials
   • Interim or final efficacy/safety results
   • Regulatory interactions (FDA feedback, breakthrough therapy designations)

2. Regulatory Milestones
   • FDA/EMA submissions (NDA, MAA, sNDA)
   • Regulatory approvals or complete response letters
   • Advisory committee meeting outcomes

3. Corporate Actions
   • Mergers and acquisitions
   • Licensing agreements or partnerships
   • Management or board changes

4. Financial Matters
   • Public offerings or private placements
   • Material changes to cash position or burn rate guidance
   • Significant collaborations with milestone payments

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Day One announced a definitive agreement to acquire Mersana Therapeutics. Under the terms:

• Consideration:
  $25 per share in cash at closing + 1 non-tradable CVR per share
• Potential Total Value:
  Up to $55.25 per share in cash
• Total Equity Value:
  ~$129 million at closing [0]

This transaction expands Day One’s pipeline with

, including:

• [225 Ac]Ac-AKY-1189
  for Nectin-4 expressing tumors
• [225 Ac]Ac-AKY-2519
  for B7-H3 expressing tumors [0]

• Positive:
  Broadens oncology pipeline beyond pediatric CNS tumors; adds differentiated radioconjugate platform
• Risk:
  Integration execution risk; potential dilution of focus; milestone payment obligations under CVR structure

The

demonstrated durable responses in pediatric low-grade glioma, reinforcing the commercial potential of OJEMDA [0].

• Strong cash reserves
  ($451.58M as of Q3 2025) support ongoing clinical development activities [0]
• Narrowing losses:
  EPS improved from -$0.69 (Q4 2024) to -$0.19 (Q3 2025) [0]
• Revenue growth:
  Q3 2025 revenue of $39.80M vs $29.21M in Q4 2024 [0]

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If a Form 8-K filing on January 6, 2025 did exist, it would likely have addressed one or more of the following areas affecting investor sentiment:

Potential Disclosure Area	Possible Impact on Clinical/Commercial Outlook
Positive clinical readout	Accelerates path to regulatory submission; enhances commercial launch expectations
Regulatory milestone achievement	Validates development pathway; may shorten timeline to market
Partnership/collaboration announcement	Non-dilutive capital; validates science; expands commercial reach
Manufacturing/supply update	Addresses commercial readiness; mitigates launch risk
Safety signal or trial setback	Could delay regulatory timeline; increase development costs; alter risk profile

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If you’re looking for the exact contents of a specific filing, I recommend:

1. Direct SEC EDGAR Search:
   • Visit SEC.gov/EDGAR
   • Search for “Day One Biopharmaceuticals” or CIK: 1845337
   • Filter by date range around January 6, 2025

2. Investor Relations:
   • Check Day One’s Investor Relations page for SEC filings archive

3. Financial Data Providers:
   • Bloomberg, Reuters, or other financial news aggregators often summarize key 8-K disclosures

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• [0] Company financial data and market information from broker API
• [1] Mersana acquisition announcement from company investor relations

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to access more comprehensive SEC filing databases and historical disclosures for DAWN?