IDEAYA BiosciencesIDYA
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
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
3 analyst ratings
JP Morgan Anupam Rama | 184%upside $72 | Overweight Maintained | 28 Jul 2025 |
RBC Capital Leonid Timashev | 18%upside $30 | Outperform Maintained | 9 Jul 2025 |
Wells Fargo Eva Fortea Verdejo | 74%upside $44 | Overweight Initiated | 26 Jun 2025 |
Financial journalist opinion
Based on 4 articles about IDYA published over the past 30 days









