Day One Biopharmaceuticals, Inc DAWN

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
59/100
Moderate

About Day One Biopharmaceuticals, Inc

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. The company's lead product candidate is tovorafenib, an oral and brain-penetrant type II rapidly accelerated fibrosarcoma kinase inhibitor that is in Phase II clinical trial for pediatric patients with relapsed or … Full DAWN analysis →

Competitive advantage assessment

Key strengths

  • Cash Generation Consistent Cash generation is consistent (score 0.74), indicating reliable business model.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.74).

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.00), suggesting weak customer stickiness.
  • Volatile Margins Suggest Cyclicality Margin volatility is high (stability score 0.00), suggesting cyclical exposure or competitive pressure.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
30

Where DAWN ranks in Biotechnology

Day One Biopharmaceuticals, Inc ranks #122 of 713 scored companies in Biotechnology by moat score — the top 17%. The widest moat in the group is Royalty Pharma plc (RPRX) at 85/100.

Moat scores for companies ranked near DAWN in Biotechnology
# Company Moat score Rating
118 Ascentage Pharma Group Internat AAPG 59/100 Moderate
119 Arrowhead Pharmaceuticals, Inc. ARWR 59/100 Moderate
120 BriaCell Therapeutics Corp. BCTX 59/100 Moderate
121 BriaCell Therapeutics Corp. BCTXW 59/100 Moderate
122 Day One Biopharmaceuticals, Inc DAWN 59/100 Moderate
123 ImmunityBio, Inc. IBRX 59/100 Moderate
124 Achilles Therapeutics plc ACHL 58/100 Moderate
125 Agenus Inc. AGEN 58/100 Moderate
126 Precision BioSciences, Inc. DTIL 58/100 Moderate

See every Biotech / Pre-Revenue company ranked by moat score →

How DAWN scores on the Corporate Default defenses

Pricing Power

Score 30 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 73 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 74 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 50 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 63 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 61 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding DAWN's moat

What is Day One Biopharmaceuticals, Inc's moat score?

Day One Biopharmaceuticals, Inc (DAWN) scores 59 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #122 of 713 scored companies in Biotechnology, the top 17%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 712 companies in Biotechnology. Its strongest defense is Customer Stickiness (74/100) and its weakest is Pricing Power (30/100).

How does Day One Biopharmaceuticals, Inc compare with other Biotechnology companies?

Day One Biopharmaceuticals, Inc ranks #122 of 713 scored companies in Biotechnology by moat score. The widest moat in Biotechnology is Royalty Pharma plc (RPRX) at 85/100. The companies ranked closest are BriaCell Therapeutics Corp. (BCTXW) at 59 just above it and ImmunityBio, Inc. (IBRX) at 59 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 712 companies in Biotechnology. The defenses are then weighted to produce the overall score out of 100.

Why is Day One Biopharmaceuticals, Inc scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Day One Biopharmaceuticals, Inc?

The Corporate Default template measures 6 defenses, and DAWN scores: Pricing Power (30), Cost Advantage (73), Customer Stickiness (74), Capital Efficiency (50), Resilience (63), Scale & Market Position (61). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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