Added to YB: 2024-07-11
Pitch date: 2024-07-10
DAWN [bullish]
Day One Biopharmaceuticals, Inc.
+43.34%
current return
Author Info
Microceph reports is an ex-long/short hedge fund investor sharing their healthcare investment musings. Sign up for the newsletter.
Company Info
Day One Biopharmaceuticals, Inc., a commercial-stage biopharmaceutical company, engages in the identification, development, and commercialization of medicines for childhood and adult diseases with equal intensity in the United States.
Market Cap
$2.2B
Pitch Price
$15.02
Price Target
44.00 (+104%)
Dividend
N/A
EV/EBITDA
-14.45
P/E
-20.70
EV/Sales
11.29
Sector
Biotechnology
Category
growth
$DAWN - Day One Biopharma writeup
DAWN: Approved pLGG drug Ojemda (tovorafenib) with 51% ORR. $1B market cap, undervalued. 700 patients/yr @ $400k = $600M peak sales. Frontline data & sales momentum could lead to 100-200% upside. Risks: slow launch, competition, safety signals. Strong cash position, clear catalyst path. 2-3k addressable market, 65% penetration = $3B EV potential.
Read full article (15 min)