Day One Biopharmaceuticals reported robust financial performance for 2025, driven primarily by strong commercial uptake of its flagship medication OJEMDA. The company recorded net product revenues of $155.4 million for the full year, representing a 172% increase compared to the prior year period. Fourth quarter revenues reached $52.8 million, reflecting accelerating demand for the larotrectinib-based treatment.
Looking ahead, the company maintained its 2026 guidance for U.S. OJEMDA revenues between $225 million and $250 million, signaling confidence in sustained commercial momentum. Management's reaffirmation of these targets occurred alongside the announcement of a strategic acquisition of Mersana Therapeutics, a transaction designed to strengthen Day One's pipeline and therapeutic capabilities. The acquisition brings Emi-Le, a candidate targeting adenoid cystic carcinoma, into the company's development portfolio.
The combination of robust revenue performance and pipeline expansion reflects Day One's strategy to build sustainable growth beyond its current commercial franchise. The company's financial trajectory and forward guidance provide investors with visibility into expected revenue progression, while the Mersana acquisition signals management's commitment to diversifying its oncology pipeline.