EX-99.1 2 dawn-ex99_1.htm EX-99.1 EX-99.1

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Day One报告2024年第三季度财务业绩和公司进展

 

OJEMDA营业收入达到2010万美元此款超便携式投影仪使用了最新的 Android TV 界面,而且遥控器还内置了 Google AssistantTM 功能,用户可以非常方便地使用它。 (托伐替尼)净产品营业收入

 

第三季度末现金、现金等价物和短期投资总额达到55840万美元

 

公司将于今天东部时间下午4:30举行电话会议和网络直播

 

 

2024年10月30日,加利福尼亚州布里斯班市, 生物制药公司Day One Biopharmaceuticals, Inc.(纳斯达克股票代码: DAWN)(以下简称“Day One”或“公司”)致力于为所有年龄段患有危及生命疾病的患者开发和销售靶向疗法,今日宣布了其2024年第三季度财务业绩并重点介绍了最近的公司成就。

 

“我们第三季度的业绩表现显示,OJEMDA仍然受到患儿需求的推动,这得益于为患有儿童低级别胶质瘤的儿童提供新疗法的需求。”Day One首席执行官杰里米·本德尔博士表示。“展望2025年,我们计划通过推进我们的项目和管线,包括DAY301,一个针对PTK7的潜在首创ADC,我们预计该项目将在未来几个月内进入临床阶段,继续推动增长。”

 

项目亮点

 

OJEMDA第三季度净营业收入强劲增长,达到2010万美元,较2024年第二季度增长了145%。

 

2024年第三季度,季度处方量(TRx)增长至619,较2024年第二季度增长159%。

 

Day One预计在2024年底或2025年第一季度给DAY301的1a/b临床试验的1a阶段的第一个患者注射剂量。

 

Day One提供了在注册性2期FIREFLY-1试验中,调查转位雷帕替尼治疗BRAF变异、复发或进展型pLGG患者的响应数据的更新持续时间。对于参加Arm 1的77名患者,这是用来评估OJEMDA疗效的数据集,响应的中位持续时间为18个月。

 

评估tovorafenib作为6个月至25岁pLGG患者前线治疗的关键性3期FIREFLY-2/LOGGIC临床试验在美国、加拿大、欧洲、澳洲和亚洲继续招募患者,已激活超过100个研究中心。

 

 


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公司亮点和即将到来的里程碑

 

Day One和Ipsen于2024年7月签署了一项独家许可协议,用于在美国以外的地区商业化tovorafenib。根据协议,Day One收到了约11100万美元的现金和股权投资,以溢价方式支付,还有高达约35000万美元的额外推出和销售里程碑支付,以及按销售净额的中十几个百分点开始的阶梯式两位数版税。

 

Day One已于2024年7月签署了一份超额认购的定向增发协议,总毛收入约为17500万美元。

 

2024年第三季度财务亮点

 

产品营业收入净额: OJEMDA净产品营业收入为2024年第三季度的2010万美元,是美国推出的首个完整季度。

 

许可收入: 2024年第三季度,通过出售外国商业权利获得的托伐替尼许可收入为7370万美元。

 

研发支出: 2024年第三季度研发费用为3360万美元,而2023年第三季度为3320万美元。增长主要是由于与托伐那非相关的临床试验活动和额外的员工补偿成本。

 

SG&A费用: 销售费用 2024年第三季度,一般行政费用为2900万美元,而2023年第三季度为1830万美元。增加主要是由于员工薪酬成本、商业推出活动和专业服务费用增加,用以支持OJEMDA的推出。

 

净利润/亏损: 2024年第三季度净利润总计3700万美元,非现金股票补偿费用为1160万美元,而与2023年第三季度4620万美元的净亏损相比,非现金股票补偿费用为960万美元。

 

现金余额: 截至2024年9月30日,公司的现金、现金等价物和短期投资总额达55840万美元。

 

即将举行的活动

 

有关健康相关生活质量和药物休假的两篇海报将于2024年11月22日在社会神经肿瘤学年会上展示,这些海报来源于注册性2期FIREFLY-1试验,该试验研究了托伐那非治疗BRAF变异、复发或进展性pLGG患者。

 

派杰投资 36th 2024年12月3日至5日举办的年度医疗保健大会。

 

电话会议

 

Day One将于今天10月30日下午4:30举行电话会议和网络直播。要通过电话接入实时电话会议,请拨打877-704-4453(国内)或201-389-0920(国际),并

 


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提供访问码13745150。直播音频网络播放将能从此处访问 Day One投资者和媒体 页面。为确保及时连接到网络播放,建议参与者在计划开始时间前至少注册15分钟。网络播放的存档版本将在Day One投资者和媒体页面的活动与演示部分提供30天的重播。

 

关于OJEMDA™

OJEMDA(托伐拉非尼)是一种II型RAF激酶抑制剂,可抑制突变型BRAF V600、野生型BRAF和野生型CRAF激酶。

 

OJEMDA适用于6个月及以上的患有复发或难治的携带BRAF融合或重排,或BRAF V600突变的小儿低级别胶质瘤(LGG)患者。此适应症已获得加速批准,基于应答率和应答持续时间。该适应症的继续批准可能取决于在确证试验中的临床益处验证和描述。

 

Tovorafenib获得了FDA颁发的突破性疗法和罕见儿童疾病指定,用于治疗携带活化RAF改变的pLGG患者,并且该药物在FDA的优先审查下得到评估。Tovorafenib还获得了FDA颁发的孤儿药物指定,用于治疗恶性胶质瘤,以及从欧洲委员会获得的用于治疗胶质瘤的指定。

 

更多信息,请访问www.ojemda.com。

 

关于第一生物制药

Day One生物制药公司相信在儿童癌症领域,我们可以做得更好。该公司成立的初衷是解决儿童癌症治疗领域严重缺乏的问题。Day One受到医生与患者及其家人进行关于初次癌症诊断和治疗计划的“Day One对话”的启发,旨在重新构想癌症药物研发,并重新定义对所有患癌症的人(不论年龄)来说从第一天开始可能的事情。

 

Day One与领先的临床肿瘤学家、家庭和科学家合作,以确定、收购和研发重要的靶向癌症治疗。该公司的产品管线包括托伐非尼(OJEMDA™)、DAY301和VRK1抑制剂计划。

 

Day One is based in Brisbane, California. For more information, please visit www.dayonebio.com or find the Company on LinkedIn or X.

 

Day One uses its Investor Relations website (ir.dayonebio.com), its X handle (x.com/DayOneBio), and LinkedIn Home Page (linkedin.com/company/dayonebio) as a means of disseminating or providing notification of, among other things, news or announcements regarding its business or financial performance, investor events, press releases, and earnings releases, and as a means of disclosing material nonpublic information and for complying with its disclosure obligations under Regulation FD.

 

Cautionary Note Regarding Forward-Looking Statements

This press release contains “forward-looking” statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to: Day One’s plans to develop and commercialize cancer therapies, expectations from current and planned

 


Exhibit 99.1

clinical trials, the execution of the Phase 2 and Phase 3 clinical trial for tovorafenib as designed, expectations with respect to the timing of Day One’s Phase 1a/b clinical trial of DAY301, any expectations about safety, efficacy, timing and ability to complete clinical trials, release data results and to obtain regulatory approvals for tovorafenib and other candidates in development, and the ability of tovorafenib to treat pLGG or related indications.

 

Statements including words such as “believe,” “plan,” “continue,” “expect,” “will,” “develop,” “signal,” “potential,” or “ongoing” and statements in the future tense are forward-looking statements. These forward-looking statements involve risks and uncertainties, as well as assumptions, which, if they do not fully materialize or prove incorrect, could cause our results to differ materially from those expressed or implied by such forward-looking statements.

 

Forward-looking statements are subject to risks and uncertainties that may cause Day One’s actual activities or results to differ significantly from those expressed in any forward-looking statement, including risks and uncertainties in this press release and other risks set forth in our filings with the Securities and Exchange Commission, including Day One’s ability to develop, obtain and retain regulatory approval for or commercialize any product candidate, Day One’s ability to protect intellectual property, the potential impact of global business or macroeconomic conditions, including as a result of inflation, rising interest rates, instability in the global banking system, geopolitical conflicts and the sufficiency of Day One’s cash, cash equivalents and investments to fund its operations. These forward-looking statements speak only as of the date hereof and Day One specifically disclaims any obligation to update these forward-looking statements or reasons why actual results might differ, whether as a result of new information, future events or otherwise, except as required by law.

 


Exhibit 99.1

Day One Biopharmaceuticals, Inc.

Condensed Statements of Operations

(in thousands, except share and per share amounts)

(unaudited)

 

 

 

Three Months Ended
September 30,

 

Nine Months Ended
September 30,

 

 

2024

 

2023

 

2024

 

2023

Revenue:

 

 

 

 

 

 

 

 

Product revenue, net

 

$ 20,070

 

$ —

 

 $ 28,262

 

 $ —

License revenue

 

  73,691

 

  —

 

  73,691

 

  —

Total revenues

 

  93,761

 

  —

 

  101,953

 

  —

Cost and operating expenses:

 

 

 

 

 

 

 

 

Cost of product revenue

 

  1,590

 

  —

 

  2,297

 

  —

Research and development

 

  33,563

 

  33,163

 

  165,879

 

  93,173

Selling, general and administrative

 

  28,972

 

  18,275

 

  85,715

 

  53,374

Total cost and operating expenses

 

  64,125

 

  51,438

 

  253,891

 

  146,547

Income (loss) from operations

 

  29,636

 

  (51,438)

 

  (151,938)

 

  (146,547)

Non-operating income:

 

 

 

 

 

 

 

 

Gain from sale of priority review voucher

 

  —

 

  —

 

  108,000

 

  —

Investment income, net

 

  5,322

 

  5,291

 

  13,649

 

  12,163

Other income (expense), net

 

  1,197

 

  (3)

 

  1,177

 

  (22)

Total non-operating income, net

 

  6,519

 

  5,288

 

  122,826

 

  12,141

Income (loss) before income taxes

 

  36,155

 

  (46,150)

 

  (29,112)

 

  (134,406)

Income tax benefit (expense)

 

  882

 

  —

 

  (670)

 

  —

Net income (loss)

 

  37,037

 

  (46,150)

 

  (29,782)

 

  (134,406)

Net income (loss) per share - basic

 

 $ 0.38

 

 $ (0.54)

 

 $ (0.33)

 

 $ (1.73)

Net income (loss) per share - diluted

 

 $ 0.38

 

 $ (0.54)

 

 $ (0.33)

 

 $ (1.73)

Weighted-average number of common shares used in net income (loss) per share - basic

 

 96,623,123

 

  85,952,501

 

  90,164,895

 

  77,682,237

Weighted-average number of common shares used in net income (loss) per share - diluted

 

  96,937,759

 

  85,952,501

 

  90,164,895

 

  77,682,237

 

Day One Biopharmaceuticals, Inc.

Selected Condensed Balance Sheet Data

(in thousands)

(unaudited)

 

 

 

September 30,
2024

 

December 31,
2023

Cash, cash equivalents and short-term investments

 

 $ 558,383

 

 $ 366,347

Total assets

 

  600,807

 

  376,048

Total liabilities

 

  45,344

 

  29,508

Accumulated deficit

 

  (488,367)

 

  (458,585)

Total stockholders’ equity

 

  555,463

 

  346,540

 

 


Exhibit 99.1

DAY ONE MEDIA

Laura Cooper, Head of Communications

media@dayonebio.com

 

DAY ONE INVESTORS

LifeSci Advisors, PJ Kelleher

pkelleher@lifesciadvisors.com

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