IDEAYA BiosciencesIDYA
IDYA
About: 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/GSK959 (Werner Helicase), IDE161 (PARG), and IDE705/GSK101 (Pol Theta Helicase). In addition, it also working on other development candidates and has multiple earlier-stage preclinical programs.
Employees: 131
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
144% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $585K
113% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 48
4% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 26
0.79% more ownership
Funds ownership: 106.37% [Q4 2024] → 107.17% (+0.79%) [Q1 2025]
0% more funds holding
Funds holding: 203 [Q4 2024] → 203 (+0) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
35% less capital invested
Capital invested by funds: $2.36B [Q4 2024] → $1.54B (-$821M) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
31%
upside
Avg. target
$47
103%
upside
High target
$66
187%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
RBC Capital Leonid Timashev | 31%upside $30 | Outperform Maintained | 9 Jul 2025 |
Wells Fargo Eva Fortea Verdejo | 92%upside $44 | Overweight Initiated | 26 Jun 2025 |
JP Morgan Anupam Rama | 187%upside $66 | Overweight Maintained | 22 May 2025 |
Financial journalist opinion
Neutral
PRNewsWire
1 week ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif. , June 27, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that, on June 26, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 95,600 shares of the Company's common stock to a newly hired employee.
Neutral
PRNewsWire
1 month ago
IDEAYA Biosciences to Participate in Upcoming June 2025 Investor Relations Events
SOUTH SAN FRANCISCO, Calif. , June 2, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced its participation in the upcoming investor relations events.
Neutral
PRNewsWire
1 month ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif. , May 30, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that, on May 29, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 664,600 shares of the Company's common stock to nine newly hired employees.
Neutral
Seeking Alpha
1 month ago
Ideaya Biosciences: Value Beyond Darovasertib With ADC Program IDE849
Ideaya Biosciences, Inc. is advancing darovasertib in a phase 2/3 trial for HLA-A2-negative metastatic uveal melanoma patients, with mPFS data expected by end of 2025. Ideaya plans a phase 3 study of darovasertib as a neoadjuvant for uveal melanoma, starting in the first half of 2025. IDE849 is an ADC targeting DLL3 in SCLC and NETs, This program has two catalysts: phase 1 data in Q3 2025 and a new study in H2 2025.
Neutral
PRNewsWire
2 months ago
IDEAYA Biosciences, Inc. Reports First Quarter 2025 Financial Results and Provides Business Update
~$1.05 billion of cash, cash equivalents and marketable securities as of March 31, 2025, and an updated cash runway guidance into 2029; commercial readiness activities ongoing Over 300 patients enrolled in darovasertib and crizotinib registrational 1L HLA-A2-negative MUM trial; targeting median PFS results by YE 2025 to enable potential accelerated approval filing Successful FDA Type D meeting completed to finalize darovasertib Ph3 registrational trial design and received U.S. FDA Breakthrough Therapy Designation in neoadjuvant UM Targeting three darovasertib program clinical data updates at medical conferences in 2025, including 1L MUM mOS results in >40 patients and neoadjuvant UM data in >90 patients IDE849 (DLL3 TOP1 ADC) Phase 1 initiated in U.S., and partner Hengrui targeting clinical data update in over 40 SCLC patients at a medical conference in Q3 2025 Oral presentation of potential best-in-class Phase 1 WRN inhibitor IDE275 at AACR 2025 Three additional IND-filings targeted in 2025: PRMT5, B7H3/PTK7 ADC, and KAT6/7 SOUTH SAN FRANCISCO, Calif. , May 6, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, provided a business update and announced financial results for the first quarter that ended March 31, 2025.
Neutral
PRNewsWire
2 months ago
IDEAYA Biosciences Announces US FDA IND-Clearance for IDE849, a Potential First-in-Class DLL3 TOP1 ADC, for a Phase 1 Study in Solid Tumors
Targeting to evaluate IDE849 (SHR-4849) in SCLC, NETs, and other DLL3-upregulated solid tumors, and in combination with IDE161/PARG to potentially enhance durability Targeting to present clinical data of over 40 SCLC patients, including the dose escalation and expansion, from partner Hengrui at medical conference in Q3 2025 SOUTH SAN FRANCISCO, Calif. , May 6, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced the clearance of an investigational new drug (IND) application with the U.S. Food and Drug Administration (FDA) for the initiation of a Phase 1 clinical trial to evaluate IDE849 (SHR-4849), a potential first-in-class delta-like ligand 3 (DLL3)-targeting Topo-I-payload antibody drug conjugate (ADC) program, in solid tumors.
Neutral
PRNewsWire
2 months ago
IDEAYA Biosciences to Participate in Upcoming May 2025 Investor Relations Events
SOUTH SAN FRANCISCO, Calif. , April 28, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced its participation in the upcoming investor relations events.
Neutral
PRNewsWire
2 months ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif. , April 25, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that, on April 24, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 185,400 shares of the Company's common stock to four newly hired employees.
Positive
Seeking Alpha
2 months ago
Ideaya Biosciences: These Prices Are Probably Going To Look Cheap Sooner Than Later
IDEAYA Biosciences' valuation has declined over 50% since mid-2024, prompting a re-evaluation of its investment potential. The most advanced program, darovasertib, targets tumors with GNAQ/GNA11 mutations, showing promising clinical activity. With over $1 billion in cash and other investments, IDYA has 4–5 years of operational liquidity.
Neutral
PRNewsWire
2 months ago
IDEAYA Biosciences Announces Successful FDA Type D Meeting on Phase 3 Registrational Trial Design for Darovasertib as Neoadjuvant Therapy for Primary Uveal Melanoma
Targeting to initiate Phase 3 randomized registrational trial for darovasertib in the neoadjuvant setting in primary UM in H1 2025 Clinical endpoints supportive of full approval based on FDA Type D Meeting: Eye preservation rate as the primary endpoint for enucleation patients. Proportion of patients with best corrected visual acuity 15-letter loss from time of randomization and time of completion of plaque brachytherapy (PB) as the primary endpoint for PB patients.
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