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Day One Biopharmaceuticals（DAWN）株式概要
デイワン・バイオファーマシューティカルズ社は、商業段階のバイオ医薬品会社であり、小児および成人の疾患に対する医薬品の同定、開発、商業化を米国において同程度の強度で行っている。 詳細
DAWN Community Fair Values
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Analyst Price Targets
Day One Biopharmaceuticals, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$21.53 |
| 52週高値 | US$21.53 |
| 52週安値 | US$5.64 |
| ベータ | -1.75 |
| 1ヶ月の変化 | 0.61% |
| 3ヶ月変化 | 80.17% |
| 1年変化 | 178.17% |
| 3年間の変化 | 73.63% |
| 5年間の変化 | n/a |
| IPOからの変化 | -16.84% |
最新ニュース
ナラティブの更新 • Apr 13
DAWN: Servier Cash Offer Will Define Deal Outcome And Future Pipeline Path
Analysts have reset their Day One Biopharmaceuticals price targets to $21.50, generally aligning with Servier's agreed $21.50 per share cash acquisition price. They are also shifting ratings to more neutral stances, as upside potential is now seen as capped by the deal terms.ナラティブの更新 • Mar 29
DAWN: Servier Cash Offer Will Frame Deal Completion And Pipeline Optionality
Analysts have reset their price targets on Day One Biopharmaceuticals to $21.50, a move of up to $3.00 from prior estimates. They are aligning their models with the agreed $21.50 per share cash acquisition by Servier and see limited scope for additional upside from standalone growth assumptions.ナラティブの更新 • Mar 15
DAWN: Servier Cash Offer Will Define Future Upside And Downside Potential
The analyst price target for Day One Biopharmaceuticals has shifted from $22.25 to $21.50, with analysts aligning their views to the agreed $21.50 per share cash acquisition price from Servier and adjusting their assumptions around revenue growth, profit margins, discount rate, and future P/E accordingly. Analyst Commentary Following the Servier agreement, Street research has largely converged around the US$21.50 cash offer, with multiple firms cutting ratings to Neutral or Hold and aligning price targets with the acquisition price.Recent updates
ナラティブの更新 • Apr 13
DAWN: Servier Cash Offer Will Define Deal Outcome And Future Pipeline Path
Analysts have reset their Day One Biopharmaceuticals price targets to $21.50, generally aligning with Servier's agreed $21.50 per share cash acquisition price. They are also shifting ratings to more neutral stances, as upside potential is now seen as capped by the deal terms.ナラティブの更新 • Mar 29
DAWN: Servier Cash Offer Will Frame Deal Completion And Pipeline Optionality
Analysts have reset their price targets on Day One Biopharmaceuticals to $21.50, a move of up to $3.00 from prior estimates. They are aligning their models with the agreed $21.50 per share cash acquisition by Servier and see limited scope for additional upside from standalone growth assumptions.ナラティブの更新 • Mar 15
DAWN: Servier Cash Offer Will Define Future Upside And Downside Potential
The analyst price target for Day One Biopharmaceuticals has shifted from $22.25 to $21.50, with analysts aligning their views to the agreed $21.50 per share cash acquisition price from Servier and adjusting their assumptions around revenue growth, profit margins, discount rate, and future P/E accordingly. Analyst Commentary Following the Servier agreement, Street research has largely converged around the US$21.50 cash offer, with multiple firms cutting ratings to Neutral or Hold and aligning price targets with the acquisition price.
ナラティブの更新 • Mar 01
DAWN: Ojemda Franchise And Mersana Integration Will Recast Future Earnings Power
Analysts nudged their price target on Day One Biopharmaceuticals up by $1 to $30, reflecting updated assumptions around revenue growth, profitability, and future P/E, now that recent Street research has incorporated both the latest quarterly results and ongoing Ojemda development plans. Analyst Commentary Bullish analysts are framing the latest price target move to $30 as part of a broader, constructive view on Day One Biopharmaceuticals, grounded in updated revenue, profitability, and P/E assumptions around the Ojemda franchise and recent quarterly results.Seeking Alpha • Feb 27
Day One Biopharmaceuticals: Commercial Performance With Catalysts Ahead
Summary Day One Biopharmaceuticals, Inc.'s Q4 '25 came with net product revenues of $52.8M, up 36% from the prior quarter. DAWN's 2026 guidance for U.S. net product revenues of $225M-$250M implies 50% growth over 2025 at the midpoint of that guidance. Key catalysts include clinical readouts from Emi-Le and DAY-301 in 2026. A readout from FIREFLY-2 could come in mid-2027. Read the full article on Seeking Alpha
ナラティブの更新 • Feb 15
DAWN: Future Cash Flows From Mersana Acquisition Will Drive Upside Potential
Analysts raised their fair value estimate for Day One Biopharmaceuticals by $1 to $17.00, citing updated assumptions that combine higher revenue expectations, a higher future P/E, and a slightly higher discount rate. Analyst Commentary Recent Street research on Day One Biopharmaceuticals reflects a mix of optimism about the company’s potential and caution about execution risks and valuation.ナラティブの更新 • Feb 01
DAWN: Mersana Acquisition Will Recast Pipeline Risk Profile And Future Earnings Power
Narrative Update: Day One Biopharmaceuticals Analysts have adjusted their price target on Day One Biopharmaceuticals from US$27 to US$29, reflecting updated views on the Mersana acquisition, revised assumptions for future revenue growth and profit margins, and a higher future P/E multiple, even as some recent research has featured lower individual price targets. Analyst Commentary Recent Street research around Day One Biopharmaceuticals has centered on the acquisition of Mersana Therapeutics and how that deal reshapes the company’s pipeline, risk profile, and potential long term earnings power.分析記事 • Jan 21
Optimistic Investors Push Day One Biopharmaceuticals, Inc. (NASDAQ:DAWN) Shares Up 31% But Growth Is Lacking
Despite an already strong run, Day One Biopharmaceuticals, Inc. ( NASDAQ:DAWN ) shares have been powering on, with a...ナラティブの更新 • Jan 08
DAWN: Mersana Acquisition And OJEMDA Durability Data Will Reshape Pipeline Risk Profile
Analysts have adjusted their price target on Day One Biopharmaceuticals from US$34.00 to US$27.00, citing updated assumptions on growth, margins and future P/E, along with support for the recently announced, higher cost acquisition of Mersana Therapeutics as a way to diversify the pipeline beyond OJEMDA. Analyst Commentary Bullish analysts are framing the Mersana deal as a sign that Day One is willing to pay up to secure assets that fit tightly with its focus on targeted oncology, even if the acquisition cost of up to US$285 million looks full on headline terms.ナラティブの更新 • Dec 23
DAWN: Mersana Deal Will Diversify ADC Platform And Support Future Upside
Analysts nudged their price target on Day One Biopharmaceuticals slightly higher to $22.25 per share, citing cautious optimism that the $285 million Mersana acquisition could diversify the pipeline beyond OJEMDA and enhance long term growth prospects despite its premium valuation. Analyst Commentary Bullish Takeaways Bullish analysts view the acquisition of Mersana as a strategic way to add a second antibody drug conjugate, Emi Le, alongside PTK7.分析記事 • Dec 19
We Think Day One Biopharmaceuticals (NASDAQ:DAWN) Can Easily Afford To Drive Business Growth
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...ナラティブの更新 • Dec 09
DAWN: Mersana Acquisition Will Diversify ADC Pipeline And Support Long Term Upside
Analysts slightly raised their price target for Day One Biopharmaceuticals to $22.25 per share, citing the strategically bold, though expensive, acquisition of Mersana Therapeutics as a catalyst for pipeline diversification beyond OJEMDA and as a potential source of long term value. Analyst Commentary Analyst reactions to the Mersana deal highlight a mix of strategic enthusiasm and execution risk, with many viewing the transaction as a meaningful but high stakes swing for Day One's long term growth profile and valuation.ナラティブの更新 • Nov 25
DAWN: Acquisition of ADC Candidate Will Broaden Pipeline and Patient Reach
Analysts have lowered their price target for Day One Biopharmaceuticals from $24.25 to $22.25. They cited uncertainty over the recent $285 million Mersana acquisition, despite noting improved profit margin and revenue projections.分析記事 • Nov 08
Day One Biopharmaceuticals, Inc. (NASDAQ:DAWN) Shares Fly 29% But Investors Aren't Buying For Growth
Day One Biopharmaceuticals, Inc. ( NASDAQ:DAWN ) shares have continued their recent momentum with a 29% gain in the...分析記事 • Nov 07
Day One Biopharmaceuticals, Inc. (NASDAQ:DAWN) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
Day One Biopharmaceuticals, Inc. ( NASDAQ:DAWN ) just released its latest quarterly results and things are looking...分析記事 • Sep 06
Day One Biopharmaceuticals, Inc. (NASDAQ:DAWN) Held Back By Insufficient Growth Even After Shares Climb 30%
Day One Biopharmaceuticals, Inc. ( NASDAQ:DAWN ) shareholders would be excited to see that the share price has had a...ナラティブの更新 • Aug 07
Expanded Clinical Indications And European Approvals Will Shape Future Oncology
Despite a substantially improved net profit margin and a lower future P/E ratio indicating enhanced profitability and valuation, the consensus analyst price target for Day One Biopharmaceuticals has been reduced from $26.25 to $24.00. Valuation Changes Summary of Valuation Changes for Day One Biopharmaceuticals The Consensus Analyst Price Target has fallen from $26.25 to $24.00.分析記事 • Jul 18
We Think Day One Biopharmaceuticals (NASDAQ:DAWN) Can Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
新しいナラティブ • Apr 29
FDA Approval And Ipsen Licensing Will Expand Pediatric Treatment Options
FDA approval and the launch of OJEMDA boost long-term revenue growth, addressing unmet medical needs and strong market uptake in pediatric glioma.Seeking Alpha • Feb 03
Day One Biopharmaceuticals: A Successful Launch In Pediatric Cancer
Summary Day One Biopharma's OJEMDA received FDA accelerated approval in 2024 for relapsed/refractory BRAF-altered pediatric low-grade glioma, with strong Phase 2 trial results and ongoing Phase 3 studies. Despite OJEMDA's 2024 sales reaching $57.2 million, market concerns persist due to its small patient population and competition from Novartis' BRAF-targeted therapy. Day One's pipeline includes DAY301, targeting PTK7 in solid tumors, but its early-stage development suggests FDA approval is years away. Given current market conditions and future catalysts, I rate Day One Biopharma as a Hold, with potential for a more bullish outlook based on revenue growth and pipeline progress. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Top 5 Commercial Biotech Buyout Candidates: Day One Biopharmaceuticals (No. 5)
Summary Day One Biopharmaceuticals focuses on pediatric cancer treatments, with a promising pipeline including tovorafenib and other targeted therapies. The stock has experienced a bearish trend but has significant upside potential, with Wall Street targeting a 190% increase. Strong financial position with $558.4M in cash and a cash runway of over 3 years significantly reducing the dilution risk. Potential peak sales of $800M-$1B and a valuation upside of 215%-294%, making DAWN a compelling investment opportunity. Read the full article on Seeking Alpha分析記事 • Nov 04
Forecast: Analysts Think Day One Biopharmaceuticals, Inc.'s (NASDAQ:DAWN) Business Prospects Have Improved Drastically
Celebrations may be in order for Day One Biopharmaceuticals, Inc. ( NASDAQ:DAWN ) shareholders, with the analysts...分析記事 • Jul 12
We Think Day One Biopharmaceuticals (NASDAQ:DAWN) Can Afford To Drive Business Growth
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Seeking Alpha • Jul 07
Day One Biopharmaceuticals: Still Uncertainty After FDA Approval
Summary Today, we circle back to Day One Biopharmaceuticals as the company's stock has dropped some even after its first FDA approval in late April. Analysts are optimistic about Day One Biopharmaceuticals, with numerous buy ratings and price targets ranging from $33 to $40 a share. The stock currently trades for less than $14/share. Despite the FDA approval, there is still some uncertainty as there are several moving parts to this story. An updated analysis follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Apr 24
Day One Pharmaceuticals: Ojemda Approval A Big Win, Current Valuation Fair
Summary Day One Biopharmaceuticals, Inc. secured accelerated approval for its lead drug tovorafenib yesterday in pediatric brain cancer. The drug will be marketed and sold as Ojemda. Ojemda will be able to address a larger patient population that Novartis' currently approved Mekinist - perhaps 2-3k patients per annum. That opens up a market opportunity of ~$1bn, and peak revenue opportunity of $500 - $600m, I estimate. As a loss-making company that must complete a post-marketing study of Ojemda before full approval is granted, current market cap valuation of ~$1.4bn seems fair. Read the full article on Seeking Alpha分析記事 • Mar 18
We're Hopeful That Day One Biopharmaceuticals (NASDAQ:DAWN) Will Use Its Cash Wisely
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Feb 01
Navigating Day One Biopharmaceuticals' Financial Health And Clinical Prospects
Summary Day One Biopharmaceuticals is a leader in pediatric oncology, with a focus on addressing the unmet needs of pediatric cancer patients. The company has a strong financial position, with enough cash to fund operations through 2026, and is progressing through clinical trials with promising results. Day One's lead product candidate, tovorafenib, has the potential to redefine the standard of care for pediatric low-grade glioma, pending regulatory approval. Read the full article on Seeking Alpha分析記事 • Dec 04
We're Hopeful That Day One Biopharmaceuticals (NASDAQ:DAWN) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...分析記事 • Jun 19
We're Not Very Worried About Day One Biopharmaceuticals' (NASDAQ:DAWN) Cash Burn Rate
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...株主還元
| DAWN | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 0.3% | 3.1% | 1.2% |
| 1Y | 178.2% | 34.6% | 28.7% |
業界別リターン: DAWN過去 1 年間で34.6 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: DAWN過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| DAWN volatility | |
|---|---|
| DAWN Average Weekly Movement | 21.2% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: DAWNの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: DAWNの 週次ボラティリティ は、過去 1 年間で14%から21%に増加しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2018 | 178 | Jeremy Bender | dayonebio.com |
デイワン・バイオファーマシューティカルズ社は、商業段階のバイオ医薬品会社であり、米国において小児および成人の疾患に対する医薬品の同定、開発、商業化に同等の強度で取り組んでいる。同社の主要製品候補は、再発または難治性の低悪性度神経膠腫の小児患者を対象とした第II相臨床試験段階にある、経口かつ脳浸透性のII型急速加速線維肉腫キナーゼ阻害剤であるトボラフェニブ、および第III相臨床試験段階にあるフロントラインのraf改変型pLGGであるイプセンである。また、進行固形がん患者の治療薬として、新規ヒト化抗PTK7免疫グロブリンG1モノクローナル抗体とトポイソメラーゼI阻害剤を、安定性が高く親水性の改変バリン-アラニン（VA）切断可能リンカーを介して結合させたPTK7標的ADCであるDAY301を開発中である；メルサナ・セラピューティクス社が開発した独自のリンカー・ペイロード・プラットフォームの構成要素であり、乳がん、卵巣がん、子宮内膜がん、腺様嚢胞がん（ACC）の治療薬として第1相臨床試験中であるオーリスタチン抗チューブリンペイロードと結合したB7- H4を標的とする抗体薬物複合体であるEmi-Le。Day One Biopharmaceuticals, Inc.は2018年に法人化され、カリフォルニア州ブリスベンに本社を置いている。2026年4月22日現在、Day One Biopharmaceuticals, Inc.はServier Pharmaceuticals LLCの子会社として運営されている。
Day One Biopharmaceuticals, Inc. 基礎のまとめ
| DAWN 基礎統計学 | |
|---|---|
| 時価総額 | US$2.22b |
| 収益（TTM） | -US$107.32m |
| 売上高(TTM) | US$158.18m |
14.1x
P/Sレシオ-20.7x
PER（株価収益率DAWN は割高か？
公正価値と評価分析を参照収益と収入
| DAWN 損益計算書（TTM） | |
|---|---|
| 収益 | US$158.18m |
| 売上原価 | US$17.21m |
| 売上総利益 | US$140.97m |
| その他の費用 | US$248.29m |
| 収益 | -US$107.32m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.04 |
| グロス・マージン | 89.12% |
| 純利益率 | -67.85% |
| 有利子負債／自己資本比率 | 0% |
DAWN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/04/25 18:18 |
| 終値 | 2026/04/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Day One Biopharmaceuticals, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5
| アナリスト | 機関 |
|---|---|
| Naureen Quibria | Capital One Securities, Inc. |
| Andrea Newkirk | Goldman Sachs |
| Andrea Newkirk | Goldman Sachs |