IDEAYA Biosciences/$IDYA

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About IDEAYA Biosciences

IDEAYA Biosciences Inc is an oncology-focused precision medicine company committed to the discovery and development of targeted therapeutics for patient populations selected using molecular diagnostics. Its approach integrates small molecule drug discovery with extensive capabilities in identifying and validating translational biomarkers to develop targeted therapies for select patient populations that are likely to benefit from these targeted therapies. The company's clinical-stage product candidates include darovasertib (PKC), IDE397 (MAT2A), IDE849 (DLL3), IDE275 (Werner Helicase), IDE161 (PARG), and IDE705 (Pol Theta Helicase). In addition, it also working on other development candidates and has multiple earlier-stage preclinical programs.
Ticker
$IDYA
Sector
Health
Primary listing
NASDAQ
Employees
145

IDYA Metrics

BasicAdvanced
$3.5B
-
-$1.96
-0.08
-

What the Analysts think about IDYA

Analyst ratings (Buy, Hold, Sell) for IDEAYA Biosciences stock.
Analyst projections of the future price of IDEAYA Biosciences stock.

Bulls say / Bears say

Darovasertib plus crizotinib cut the risk of progression by 58% in the registrational OptimUM-02 trial, with median progression-free survival of 6.9 months versus 3.1 months for investigator-choice therapy. IDEAYA is using the FDA’s Real-Time Oncology Review pathway and expects to complete the NDA filing in the second half of 2026. (IDEAYA Biosciences, IDEAYA Biosciences)
Darovasertib could address more than metastatic disease. IDEAYA and Servier have begun the global Phase 3 OptimUM-11 adjuvant trial, where the company says there are currently no approved adjuvant options for primary uveal melanoma; the partners are sharing development costs. (IDEAYA Biosciences, IDEAYA Biosciences)
The company has substantial funding to pursue several programmes: cash, cash equivalents and marketable securities stood at about $1.24 billion at 30 June, with management maintaining runway guidance into 2030. IDE849 also gained FDA agreement on a Phase 3 design in extensive-stage small-cell lung cancer, while Roche and Genentech collaborations broaden the potential MTAP-deleted cancer opportunity. (IDEAYA Biosciences, IDEAYA Biosciences)
The strongest OptimUM-02 evidence is progression-free survival, not overall survival: OS data were still immature at the January 2026 cut-off and the next planned interim analysis is not expected until mid-2027. Regulatory review is also unfinished, so the positive PFS result does not yet guarantee approval or a durable survival benefit. (IDEAYA Biosciences, Longbridge)
Execution in the uveal-melanoma pipeline has already shown friction. IDEAYA said stricter eligibility criteria caused higher screening failures and delayed OptimUM-10 enrolment, while the new adjuvant study may compete for patients, forcing a reassessment of the programme. (IDEAYA Biosciences, Equibles)
IDE849 remains an early-stage bet despite the FDA meeting: its global study is still a Phase 1 trial, and a Phase 3 start does not establish efficacy, tolerability or approval. IDEAYA itself warns that the FDA’s feedback is preliminary and non-binding and that later trials may fail to confirm the early results. (IDEAYA Biosciences, IDEAYA Biosciences)
Data summarised monthly by Lightyear AI. Last updated on 23 Sept 2026.

IDYA Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

IDYA Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing IDYA

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