Day One Pharmaceuticals: Stock Surges Ahead Of Promising 2026 - I'm Bullish
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Edmund InghamInvesting Group LeaderFollow5ShareSavePlay(12min)CommentsSummaryDay One Biopharmaceuticals, Inc. is gaining momentum after Ojemda’s strong Q3 launch, with revenues up 15% sequentially and full-year guidance raised to $145–$150m.DAWN’s Ojemda is the only therapy specifically approved for PLGG, with a chance to become standard of care and ongoing Phase 3 front-line study.Strategic moves include acquiring Mersana Therapeutics for ADC pipeline expansion and a lucrative partnership with Ipsen for ex-US commercialization.I see DAWN as a bold, execution-focused company with 2026 catalysts: European approval, front-line data, and potential further M&A. Inna Dodor/iStock via Getty Images Investment Overview - Company & Q3 Earnings Overview - Reasons To Be Bullish Back in April 2024, I assigned Day One Biopharmaceuticals, Inc. (DAWN) stock a "Hold" rating in a note forThis article was written byEdmund Ingham14.46K FollowersFollowEdmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth. The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of DAWN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.