IDEAYA Biosciences

IDYA

Market cap $2.16B

Overview Fund Activity

24.61 USD

-0.32

1.28%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

24.61

0.00

0%

1 day

-1.28%

5 days

-11.12%

1 month

4.32%

3 months

10.46%

6 months

32.31%

Year to date

-2.19%

1 year

-31.85%

5 years

95.78%

10 years

119.93%

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

Healthcare Biotechnology

0

Funds holding %

of 7,462 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

33% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]

32% more capital invested

Capital invested by funds: $1.54B [Q1] → $2.04B (+$493M) [Q2]

3.34% more ownership

Funds ownership: 107.21% [Q1] → 110.54% (+3.34%) [Q2]

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% less funds holding

Funds holding: 204 [Q1] → 202 (-2) [Q2]

68% less call options, than puts

Call options by funds: $887K | Put options by funds: $2.78M

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Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$38

54% upside

Avg. target

$47

92% upside

High target

$74

201% upside

7 analyst ratings

7 positive

100%

0 neutral

0%

0 negative

0%

Mizuho Graig Suvannavejh	$44	Outperform Maintained	12 Sep 2025
RBC Capital Leonid Timashev	$38	Outperform Maintained	9 Sep 2025
Stephens & Co. Sudan Loganathan	$45	Overweight Reiterated	9 Sep 2025
JMP Securities Silvan Tuerkcan	$45	Market Outperform Maintained	8 Sep 2025
Barclays Peter Lawson	$40	Overweight Initiated	4 Sep 2025
JP Morgan Anupam Rama	$74	Overweight Maintained	3 Sep 2025
Wells Fargo Eva Fortea Verdejo	$44	Overweight Initiated	26 Jun 2025

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Financial journalist opinion

Based on 13 articles about IDYA published over the past 30 days

IDEAYA Biosciences, Inc. (IDYA) 10-Year Anniversary R&D Day (Transcript)

IDEAYA Biosciences, Inc. (NASDAQ:IDYA ) 10-Year Anniversary R&D Day Conference Call Company Participants Yujiro Hata - Founder, President, CEO & Director Arun D. Singh - Director of Ophthalmic Oncology, Cleveland Clinic Darrin M.

IDEAYA Biosciences, Inc. (IDYA) 10-Year Anniversary R&D Day (Transcript)

IDEAYA Biosciences: Positive Darovasertib Data In Neo-Adjuvant Melanoma Sets Next Catalyst

I am upgrading IDEAYA Biosciences to a "Strong Buy" due to multiple positive clinical updates and robust pipeline progress. Darovasertib showed strong interim phase 2 data in neoadjuvant uveal melanoma, achieving tumor shrinkage, reduced radiation, and improved vision. IDE849 demonstrated high objective response rates in SCLC and NECs, with expansion potential into other solid tumors and combination therapies.

IDEAYA Biosciences: Positive Darovasertib Data In Neo-Adjuvant Melanoma Sets Next Catalyst

IDEAYA Biosciences Announces Positive Data From Phase 1/2 Combination Trial of IDE397, a potential first-in-class MAT2A inhibitor, and Trodelvy® in MTAP-Deletion Urothelial Cancer

Overall response rate (ORR) of 57% (4/7; 3cPR+1uPR) in patients treated with a combination of 30 mg IDE397 plus 7.5mg/kg Trodelvy® (Dose level 2); ORR of 33% (3/9; 3cPR) at 15 mg IDE397 plus 10mg/kg Trodelvy® (Dose level 1) Manageable safety profile at both expansion doses, consistent with known adverse events observed with each agent alone, with no treatment related serious adverse events observed at the IDE397 30mg and Trodelvy® 7.5 mg/kg expansion dose Selection of recommended Phase 2 dose is targeted by end of 2025, with next update planned for a medical conference in H1 2026 SOUTH SAN FRANCISCO, Calif. , Sept. 8, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a leading precision medicine oncology company, will present initial data at their 10-Year Anniversary R&D Day from two expansion cohorts in their Phase 1/2 combination trial of IDE397, a potential first-in-class, small molecule adenosyltransferase 2a (MAT2A) inhibitor, in combination with Gilead's Trodelvy® (sacituzumab govitecan-hziy), a Trop2-directed antibody-drug conjugate (ADC), in patients with late-line methylthioadenosine phosphorylase (MTAP)-deletion urothelial cancer (UC).

IDEAYA Biosciences Announces Positive Data From Phase 1/2 Combination Trial of IDE397, a potential first-in-class MAT2A inhibitor, and Trodelvy® in MTAP-Deletion Urothelial Cancer

IDEAYA Biosciences Announces Positive Interim Phase 2 Data for Darovasertib in the Neoadjuvant Setting of Primary Uveal Melanoma

Treatment with darovasertib resulted in robust ocular tumor shrinkage, lower simulated radiation doses to the eye and meaningful visual gains and reduced long-term risk of blindness for patients in the neoadjuvant setting of primary uveal melanoma Manageable safety profile with mostly Grade 1 and 2 treatment-related adverse events Phase 3 registration-enabling OptimUM-10 trial of darovasertib in neoadjuvant primary UM initiated during the second quarter of 2025 SOUTH SAN FRANCISCO, Calif. , Sept. 8, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a leading precision medicine oncology company, will present positive interim data at their 10-Year Anniversary R&D Day from their ongoing Phase 2 OptimUM-09 trial of darovasertib in the neoadjuvant setting for primary uveal melanoma (UM).

IDEAYA Biosciences Announces Positive Interim Phase 2 Data for Darovasertib in the Neoadjuvant Setting of Primary Uveal Melanoma

IDEAYA Biosciences and Hengrui Pharma Present Positive Phase 1 Data for IDE849 (SHR-4849), a Potential First-in-Class DLL3 TOP1 ADC, in Small Cell Lung Cancer at the IASLC 2025 World Conference on Lung Cancer

80.0% (8/10) ORR and 70.0% (7/10) confirmed ORR in 2L SCLC; a 73.7% (14/19) ORR and 57.9% (11/19) confirmed ORR (1 pending confirmation) were observed across all lines of SCLC at the 2.4 mg/kg expansion dose of IDE849 77.1% (27/35) ORR and 60.0% (21/35) confirmed ORR (4 pending confirmation) in 2L SCLC; a 73.2% (52/71) ORR and 47.9% (34/71) confirmed ORR (10 pending confirmation) were observed across all lines of SCLC at all expansion doses of IDE849 In patients with baseline brain metastases, a 83.3% (5/6) confirmed ORR at the 2.4 mg/kg dose was observed; across all doses ≥2.4 mg/kg (n=18), a 66.7% (12/18) confirmed ORR (1 pending confirmation) was observed 14.1% (10/71) of patients across all doses > 2.4 mg/kg are still pending confirmation, as well as multiple patients that have had limited follow-up (e.g. one post-baseline scan) highlighting the study has not yet achieved a fully mature confirmed ORR% 6.7 month median progression free survival (PFS) across all lines of SCLC across all dose levels (≥2.4 mg/kg); mPFS not reached in 2L SCLC patients Manageable safety profile observed across multiple expansion cohorts, including the 2.4 mg/kg, 3.0 mg/kg, and 3.5 mg/kg dose levels with a once every 3-week dosing interval SHANGHAI and SOUTH SAN FRANCISCO, Calif.

IDEAYA Biosciences and Hengrui Pharma Present Positive Phase 1 Data for IDE849 (SHR-4849), a Potential First-in-Class DLL3 TOP1 ADC, in Small Cell Lung Cancer at the IASLC 2025 World Conference on Lung Cancer

IDEAYA Biosciences Announces First-Patient-In for Phase 1/2 Combination Trial of IDE397, A Potential First-in-Class MAT2A Inhibitor, and Trodelvy® in MTAP-Deletion Non-Small Cell Lung Cancer

SOUTH SAN FRANCISCO, Calif. , Sept. 4, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a leading precision medicine oncology company, today announced they have enrolled their first patient with non-small cell lung cancer (NSCLC) in the ongoing Phase 1/2 combination trial of IDE397, a potential first-in-class, small molecule adenosyltransferase 2a (MAT2a) inhibitor, and Trodelvy® (sacituzumab govitecan-hziy), a Trop2-directed antibody-drug conjugate (ADC), in patients with methylthioadenosine phosphorylase (MTAP)-deletion solid tumors.

IDEAYA Biosciences Announces First-Patient-In for Phase 1/2 Combination Trial of IDE397, A Potential First-in-Class MAT2A Inhibitor, and Trodelvy® in MTAP-Deletion Non-Small Cell Lung Cancer

IDEAYA Biosciences, Inc. (IDYA) Presents At Cantor Global Healthcare Conference 2025 Transcript

IDEAYA Biosciences, Inc. (NASDAQ:IDYA ) Cantor Global Healthcare Conference 2025 September 3, 2025 9:10 AM EDT Company Participants Yujiro Hata - Founder, President, CEO & Director Joshua Bleharski - Chief Financial Officer Conference Call Participants Li Wang Watsek - Cantor Fitzgerald & Co., Research Division Presentation Li Wang Watsek Research Analyst Good morning, everyone. Welcome to the first day of our Cantor Healthcare Conference.

IDEAYA Biosciences, Inc. (IDYA) Presents At Cantor Global Healthcare Conference 2025 Transcript

IDEAYA Biosciences Announces IND Submission for IDE892, a Potential Best-In-Class PRMT5 Inhibitor for MTAP-Deletion Solid Tumors

Dosing of first patient in Phase 1 dose escalation trial of IDE892 targeted in 4Q 2025 Preclinical profile of IDE892 and mechanistic combination rationale with IDE397, IDEAYA's proprietary MAT2A inhibitor, will be presented at the 10-Year Anniversary R&D Day on September 8 th SOUTH SAN FRANCISCO, Calif. , Sept. 3, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a leading precision medicine oncology company, announced the submission of an investigational new drug (IND) application to the U.S. Food and Drug Administration (FDA) for IDE892, a potential best-in-class MTA-cooperative inhibitor of PRMT5.

IDEAYA Biosciences Announces IND Submission for IDE892, a Potential Best-In-Class PRMT5 Inhibitor for MTAP-Deletion Solid Tumors

Servier and IDEAYA Biosciences Partner to Bring Darovasertib, a Promising Uveal Melanoma Treatment, to Patients Worldwide

Servier and IDEAYA Biosciences enter into an exclusive license agreement for regulatory and commercial rights to darovasertib outside the US Darovasertib is a small molecule developed for patients with uveal melanoma, a rare type of eye cancer with high unmet medical need IDEAYA will receive an upfront payment of $210 million and up to $320 million in regulatory and commercial milestones, plus double-digit royalties on net sales IDEAYA and Servier will collaborate on the development of darovasertib and share the associated costs SURESNES, France and SOUTH SAN FRANCISCO, Calif. , Sept. 2, 2025 /PRNewswire/ -- Servier, an independent international pharmaceutical group governed by a foundation, and IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a leading precision medicine oncology company, today announced an exclusive license agreement to bring darovasertib, a promising treatment for a rare eye cancer, to patients worldwide.

Servier and IDEAYA Biosciences Partner to Bring Darovasertib, a Promising Uveal Melanoma Treatment, to Patients Worldwide

IDEAYA Biosciences to Present First Median Overall Survival Data from Phase 2 Trial of the Darovasertib / Crizotinib Combination in Metastatic Uveal Melanoma at the 2025 Society for Melanoma Research Congress

SOUTH SAN FRANCISCO, Calif. , Aug. 29, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a leading precision medicine oncology company, today announced that an abstract with data from the company's single-arm, Phase 1/2 trial of darovasertib in combination with crizotinib in first-line metastatic uveal melanoma (mUM) was accepted for an oral presentation at the 2025 Society for Melanoma Research Congress (SMR), taking place on October 25-28 in Amsterdam.

IDEAYA Biosciences to Present First Median Overall Survival Data from Phase 2 Trial of the Darovasertib / Crizotinib Combination in Metastatic Uveal Melanoma at the 2025 Society for Melanoma Research Congress

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