DAWN at a glance
Day One Biopharmaceuticals, Inc. (DAWN, SEC CIK 1845337) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on November 4, 2025, an 8-K current report on April 23, 2026 and Form 4 insider filings as recently as April 27, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Day One Biopharmaceuticals, Inc. (DAWN) reported revenue of $158.2 million (up 20.6% from FY2024) and a net loss of $107.3 million. Diluted EPS was -$1.04.
- As of March 31, 2026, 28 institutional investment managers tracked by SignalX reported holding Day One Biopharmaceuticals, Inc. (DAWN) shares worth $633.3 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $158.2M
- +20.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $633.3M · +5 vs prior quarter
- Latest 8-K
- Apr 23, 2026
- Item 1.02 · Item 3.01 · Item 2.01 · Item 5.03 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Development and commercialization of targeted oncologic therapies for pediatric and adult patients with life-threatening diseases, focusing on breakthrough medicines
- New emphasis: Commercial launch of FDA-approved OJEMDA (tovorafenib) for relapsed/refractory pediatric low-grade glioma, only once-weekly systemic pLGG therapy
- Strategic shift: Acquisition and integration of Mersana Therapeutics adding Emi-Le ADC targeting B7-H4 for adenoid cystic carcinoma, expanding oncology portfolio
- Quantitative highlight: FIREFLY-1 trial shows 53% overall response rate with OJEMDA; Phase 3 FIREFLY-2 trial ongoing with ~140 sites in 7 global regions, enrollment completion expected H1 2026
- Noteworthy fact: Ipsen License Agreement generated $70.8M upfront plus $40M equity investment; regulatory submission of tovorafenib to EMA validated, decision anticipated in 2026
Risk Factors
- Regulatory risk: Dependency on FDA approval and exclusivity for OJEMDA, with increased product revenue $155.4M driven by U.S. sales
- Macroeconomic risk: Potential impact from global economic volatility, inflation, trade barriers, and geopolitical conflicts affecting capital raising efforts
- Operational risk: Significant reliance on third-party CROs and CMOs for clinical trials and manufacturing, with $70.3M spent on tovorafenib-related outsourcing in 2025
- Competitive risk: Licensing to Ipsen for tovorafenib commercialization outside U.S. exposes company to market competition and partner execution risk
- Financial risk: Accumulated deficit $661.4M with cash $441.1M, raising capital needed through equity/debt with risk of dilution and restrictive covenants
AI summary of the DAWN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Sep 30, 2025
Risk Factors
- New licensing risk: Acquisition of DAY301 license from MabCare Therapeutics in June 2024 adds development and commercialization uncertainties
- Updated financial risk: Net loss increased to $86.0 million for nine months ended Sept 30, 2025 vs $29.8 million prior year, reflecting higher R&D and commercialization costs
- Regulatory risk: FDA approved OJEMDA in April 2024 for pLGG with BRAF mutations; post-marketing commitments and potential requirements pose ongoing compliance risks
- Operational risk: Early commercialization stage with challenges in manufacturing scale-up, sales, marketing, and supply chain for OJEMDA and DAY301
- Liquidity risk: $451.6 million cash and equivalents as of Sept 30, 2025, sufficient for at least 12 months; future capital needs depend on clinical progress and market conditions
AI summary of the DAWN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.02: Termination of a Material Definitive Agreement
- Employee Stock Purchase Plan terminated immediately before merger effective time
- All Day One stock plans terminated at merger effective time
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Nasdaq trading halt began 8:00 p.m. ET on April 22, 2026
- Merger consummated before market open on April 23, 2026
Item 2.01: Completion of Acquisition or Disposition of Assets
- Servier/Parent acquired 100% of Day One’s voting securities, resulting in a complete change of control
- Approximately $2.5 billion equity value paid in cash and cash-like instruments
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Merger-effective charter amendment replaced Day One’s prior certificate of incorporation in full
- Purchaser’s pre-merger bylaws became Day One’s governing bylaws
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Merger completed with Purchaser’s directors, David K. Lee and Danielle Button, becoming Surviving Corporation directors
- Eight incumbent directors departed, including Jeremy Bender, Habib Dable, and Scott Garland
Item 8.01: Other Events
- DAWN entering merger agreement with unnamed "Parent": acquisition via tender offer structure announced March 6, 2026
- Tender offer (Schedule TO) not yet commenced; formal offer docs + DAWN's Schedule 14D-9 recommendation still pending SEC filing
Item 1.01: Entry into a Material Definitive Agreement
- Servier Pharmaceuticals (Parent) to acquire all DAWN shares at $21.50/share cash via tender offer: no financing condition
- Tender offer launches within 15 business days of March 6, 2026; expires 20 business days after commencement unless extended
Item 7.01: Regulation FD Disclosure
- EU positive opinion received for OJEMDA (tovorafenib) in pediatric low-grade glioma: key step toward conditional marketing authorization in Europe
- Target indication: relapsed/refractory BRAF-altered pediatric low-grade glioma, same label as US approval
AI summaries of DAWN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DAWN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Josey John A. | D | Apr 23, 2026 | 63,000 | - |
| Dable Habib J | D | Apr 23, 2026 | 66,660 | - |
| Dable Habib J | D | Apr 23, 2026 | 32,335 | - |
| Dable Habib J | D | Apr 23, 2026 | 22,500 | - |
| Dable Habib J | D | Apr 23, 2026 | 15,000 | - |
| Nicholson Garry A | D | Apr 23, 2026 | 33,900 | - |
| Nicholson Garry A | D | Apr 23, 2026 | 37,500 | - |
| Nicholson Garry A | D | Apr 23, 2026 | 32,335 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $131.2M | $158.2M |
| Operating Income | - | -$217.3M | -$127.8M |
| Net Income | -$188.9M | -$95.5M | -$107.3M |
| Op. Margin | - | -165.7% | -80.8% |
| Net Margin | - | -72.8% | -67.8% |
| Balance Sheet | |||
| Total Assets | $376.0M | $582.8M | $507.8M |
| Equity | - | $502.8M | $441.2M |
| ROE | - | -19.0% | -24.3% |
| Per Share | |||
| EPS | $-2.37 | $-1.02 | $-1.04 |
| Cash Flow | |||
| Operating CF | -$146.9M | -$78.1M | -$103.8M |
| CapEx | - | $2.2M | $320K |
Source: XBRL data in Day One Biopharmaceuticals, Inc. (DAWN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate DAWN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 28 | $633.3M |
| Q4 2025 | 23 | $341.5M |
| Q3 2025 | 23 | $288.1M |
| Q2 2025 | 25 | $295.1M |
| Q1 2025 | 21 | $284.0M |
| Q4 2024 | 17 | $369.9M |
| Q3 2024 | 16 | $172.4M |
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- FMR LLC (Fidelity)−5.69M (-100%)
- BlackRock−1.79M (-20%)
- State Street Corp−1.42M (-33%)
- Morgan Stanley−863.2K (-56%)
- Goldman Sachs Group−527.0K (-35%)
- Vanguard Capital Management LLC+3.36M
- Vanguard Portfolio Management LLC+2.10M
- Soros Fund Management+1.54M
- Franklin Resources+52.6K
- Blackstone Group+41.6K
- Vanguard Group Inc−6.28M
- Citadel Advisors LLC−1.70M
- Ameriprise Financial−87.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 153 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DAWN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| SC 13G | Mar 19, 2026 | - | - | |
| 8-K | Mar 9, 2026 | - | - | - |
| 8-K | Mar 6, 2026 | - | Analysis | - |
| 8-K | Mar 2, 2026 | - | Analysis | - |
| 10-K | Feb 24, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 24, 2026 | - | Analysis | - |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| SC 13G | Feb 17, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - |
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DAWN SEC filings: frequently asked questions
Which institutions hold DAWN stock?
As of March 31, 2026, the largest Day One Biopharmaceuticals, Inc. (DAWN) holders among the 13F filers tracked by SignalX were BlackRock ($151.0 million), Vanguard Capital Management LLC ($72.0 million), JPMorgan Chase & Co ($67.1 million), State Street Corp ($61.5 million), Vanguard Portfolio Management LLC ($44.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DAWN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Day One Biopharmaceuticals, Inc. (DAWN) reported revenue of $158.2 million (up 20.6% from FY2024) and a net loss of $107.3 million. Diluted EPS was -$1.04. The figures come from the XBRL data in the 10-K.
What are the main risks in DAWN's latest 10-K?
In the 10-K filed February 24, 2026, Day One Biopharmaceuticals, Inc. (DAWN) flagged: Regulatory risk: Dependency on FDA approval and exclusivity for OJEMDA, with increased product revenue $155.4M driven by U.S. sales. Macroeconomic risk: Potential impact from global economic volatility, inflation, trade barriers, and geopolitical conflicts affecting capital raising efforts. (AI summary of the Risk Factors section.)
What did DAWN report in its latest 8-K?
Day One Biopharmaceuticals, Inc. (DAWN) filed an 8-K on April 23, 2026 reporting Item 1.02 (Termination of a Material Definitive Agreement), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 5.03 (Amendments to Articles of Incorporation or Bylaws) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Employee Stock Purchase Plan terminated immediately before merger effective time.
What are the latest DAWN SEC filings?
Day One Biopharmaceuticals, Inc. (DAWN) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on November 4, 2025, an 8-K current report on April 23, 2026 and a Form 4 insider filing on April 27, 2026.
What is DAWN's SEC CIK number?
Day One Biopharmaceuticals, Inc. (DAWN)'s SEC Central Index Key (CIK) is 1845337. EDGAR lists every DAWN filing under that number.
Ask anything about DAWN
The research agent reads DAWN's filings, financials, insider trades and 13F holders, then answers with sources.