Day One Biopharmaceuticals' Q2 2025: Unpacking Contradictions in Treatment Durability, Financial Projections, and Growth Trajectory

Persistence and median duration of treatment, gross to net and reimbursement headwinds, patient persistence and duration of treatment, growth and lancement of OJEMDA are the key contradictions discussed in Day One Biopharmaceuticals, Inc.'s latest 2025Q2 earnings call.



Revenue Growth and OJEMDA Adoption:
- Day One Biopharmaceuticals reported $33.6 million in net product revenue for Q2 2025, up 10% compared to Q1.
- This growth was driven by strong physician adoption and sustained patient demand, with OJEMDA achieving over 1,000 scripts for the first time.

Payer Coverage and Patient Access:
- Over 90% of OJEMDA patients received approval upon initial submission, leading to faster time to treatment for patients.
- More than 95% of patients on OJEMDA are paid patients, with less than 5% receiving free drugs, indicating strong payer coverage.

Clinical Evidence and Physician Confidence:
- The introduction of 2-year follow-up data from FIREFLY-1 patients and additional data at ASCO have strengthened physician confidence in OJEMDA.
- This has led to increased prescription growth and a higher proportion of new patient starts.

OJEMDA's Role in pLGG Treatment:
- OJEMDA has demonstrated clear commercial momentum, with cumulative net revenue of over $113 million in the last 12 months.
- This success is attributable to its role as a key treatment option for pediatric low-grade glioma (pLGG) patients, offering efficacy and safety benefits.