§ BIOTECHNOLOGY
USD · BiotechnologyDAWN
DAY ONE BIOPHARMACEUTICALS I
USDSector · BiotechnologyBeta · 0.65
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
0 increased/new, 1 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 2.17 | EPS (TTM) | -1.04 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 7.0M | 0.0% | −20% |
| FIL Ltd | 4.1M | 0.1% | n/a |
| Kryger Capital LLC | 3.9M | 5.9% | n/a |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 3.7M | 0.9% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | n/a | n/a |
| JPMORGAN CHASE & CO | 3.1M | n/a | +7101% |
◇ AC INTELLIGENCE
Top institutional owners for DAWN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER6.3% · 0 holders
OTHER49.5% · 139 holders
DEALER / BANK13.8% · 23 holders
PASSIVE / INDEX9.7% · 8 holders
QUALITY / COMPOUNDER9.3% · 15 holders
TACTICAL / MACRO7.0% · 5 holders
SYSTEMATIC / QUANT3.2% · 10 holders
INCOME / DEFENSIVE1.1% · 11 holders
GROWTH / MOMENTUM0.1% · 1 holder
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DAWN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DAWN yet.