Day First Biopharma 超出第四季度收入预期，但利润预测未达预期，2026 年的指引被重申，Mersana的交易被视为增长催化剂。 Day One Biopharma beat Q4 revenue estimates but missed profit forecasts, with 2026 guidance reaffirmed and Mersana deal eyed as growth catalyst.

" 一日生物制药公司 " 报告说,2025年Q4收入为5 372万美元,超过估计数,净损失为每股0.21美元,没有预期。 Day One Biopharmaceuticals reported Q4 2025 revenue of $53.72 million, exceeding estimates, with a net loss of $0.21 per share, missing expectations. 全年净产品收入达1.554亿美元,该公司重申2026年美国净产品收入准则为2.25-2.5亿美元。 Full-year net product revenue reached $155.4 million, and the company reaffirmed 2026 U.S. net product revenue guidance of $225–$250 million. Mersana的收购,加上Emi-Le的输油管,被视为关键的增长驱动因素。 The Mersana acquisition, adding Emi-Le to its pipeline, is seen as a key growth driver. 分析师的评级不一, Wedbush升级为“优异”,目标为30美元,而其他人则上下调整目标。 Analysts offered mixed ratings, with Wedbush upgrading to “outperform” and a $30 target, while others adjusted targets up or down. 股票开放额为12.02美元,市场上限为12.3亿美元,市面销售额为负P/E,内幕销售额报告为负数。 The stock opened at $12.02 with a market cap of $1.23 billion, negative P/E, and insider sales reported. 尽管有一线增长,但该公司的盈利能力继续面临挑战。 The company continues to face profitability challenges despite top-line growth.