IDEAYA Biosciences Jumps on Anticipation of Trial Data
IDEAYA Biosciences (IDYA) shares climbed in anticipation of key clinical trial data from its OptimUM‑02 trial for metastatic uveal melanoma. The company expects to report Phase 2/3 progression-free survival results by late March. This upcoming catalyst has led analysts to raise price targets and maintain bullish ratings, reflecting confidence in the potential for significant value creation.
IDEAYA Biosciences (IDYA) Q4 Loss Of US$83.3 Million Tests Bullish Growth Narrative
IDEAYA Biosciences (IDYA) reported a Q4 FY 2025 loss of US$83.3 million with US$10.9 million in revenue, a decrease from previous quarters. Despite a bullish long-term revenue growth forecast of 36.9% annually, the company has widened its losses by 40.3% over the past five years and is expected to remain unprofitable for at least three more years. The stock's premium 12.4x P/S multiple and volatile quarterly earnings highlight the tension between growth potential and ongoing unprofitability.
Cantor Fitzgerald reiterates Ideaya Biosciences stock Overweight rating
Cantor Fitzgerald has reiterated an Overweight rating on Ideaya Biosciences (NASDAQ:IDYA) stock, ahead of the company's Phase 2/3 trial readout for its uveal melanoma treatment expected in late March. The biotech firm holds a strong financial position, with more cash than debt and a "GOOD" financial health score, and analyst consensus is strongly bullish. The OptimUM-02 trial, testing darovasertib in combination with crizotinib, is anticipated to show positive results, with progression-free survival reaching approximately seven months.
Ideaya Biosciences earnings matched, revenue topped estimates
Ideaya Biosciences (NASDAQ: IDYA) reported fourth-quarter earnings per share (EPS) of $-0.94, aligning with analyst estimates, and exceeded revenue expectations with $10.88 million against a consensus of $6.12 million. Despite a recent 10.94% drop over three months, the stock has gained 48.09% in the past year. InvestingPro rates the company's financial health as "good performance."
A Look At IDEAYA Biosciences (IDYA) Valuation After Reduced Net Losses In Recent Earnings
IDEAYA Biosciences (IDYA) recently reported reduced net losses for Q4 and FY 2025, leading to investor focus on its valuation. Despite the improved financial performance and strong longer-term shareholder returns, the stock's current Price-to-Sales ratio of 12.3x is higher than peers and the industry average, suggesting it might be overvalued by this metric. However, a Discounted Cash Flow (DCF) model contrasts this view, indicating that the stock could be significantly undervalued, posing a question of which valuation methodology to trust.
IDEAYA Biosciences, Inc. SEC 10-K Report
IDEAYA Biosciences, Inc. has released its annual 10-K report, detailing a significant increase in collaboration revenue and improved net loss, driven by strategic agreements like the Servier License. The report highlights the company's advanced clinical pipeline, particularly for Darovasertib, and its financial strategy, including a strong cash position of $1.05 billion. Despite these advancements, the company acknowledges challenges such as limited operating history, fluctuating results, and the continuous need for substantial additional financing to support its ambitious clinical development and commercialization goals.
Ideaya Biosciences earnings matched, revenue topped estimates
Ideaya Biosciences (NASDAQ: IDYA) reported fourth-quarter earnings per share (EPS) that matched analyst estimates at $-0.94, while revenue of $10.88M significantly topped the consensus estimate of $6.12M. The company's stock has seen a 10.94% decrease in the last three months but is up 48.09% over the past year. InvestingPro assesses Ideaya Biosciences's financial health as "good performance."
IDEAYA Biosciences Q4 Earnings Report: What Investors Need to Know
IDEAYA Biosciences (NASDAQ: IDYA) today announced its Q4 earnings, reporting an EPS of $-0.94, surpassing the estimated $-0.98 by 4.08%. The company's revenue was up by $3.88 million compared to the previous year's Q4. This performance follows a previous quarter where the company also beat EPS estimates, leading to a slight drop in share price the following day.
Earnings Flash (IDYA) IDEAYA Biosciences, Inc. Reports Q4 Revenue $10.9M, vs. FactSet Est of $6.3M
IDEAYA Biosciences, Inc. (IDYA) reported strong fourth-quarter revenue of $10.9 million, significantly surpassing FactSet's estimate of $6.3 million. The precision medicine oncology company continues to advance its lead product candidates, including darovasertib, IDE397, IDE161, and GSK101, through various clinical trials and development stages. Recent highlights include positive analyst ratings and the completion of targeted enrollment for a pivotal Phase 2/3 trial.
IDEAYA Biosciences Reports Fourth Quarter and Full Year 2025 Financial Results and Provides a Business Update
IDEAYA Biosciences announced its fourth-quarter and full-year 2025 financial results and provided a business update. The company reported significant clinical progress, including the completion of enrollment for its OptimUM-02 trial and plans for multiple Phase 3 registrational trials for darovasertib in uveal melanoma. IDEAYA ended 2025 with $1.05 billion in cash, which is expected to fund operations into 2030.
IDEAYA Biosciences, Inc. $IDYA Shares Acquired by Candriam S.C.A.
Candriam S.C.A. increased its holdings in IDEAYA Biosciences (NASDAQ:IDYA) by 10.8% in the third quarter, acquiring an additional 98,567 shares to bring its total to 1,012,967 shares, valued at approximately $27.56 million. Analysts have a "Moderate Buy" consensus rating for IDEAYA Biosciences, with an average target price of $46.60. IDEAYA Biosciences operates as a clinical-stage precision oncology company focusing on novel therapies for cancer cells.
Citizens reiterates Market Outperform rating on Ideaya Biosciences stock By Investing.com
Citizens has reiterated its Market Outperform rating and $45.00 price target for Ideaya Biosciences (NASDAQ:IDYA) based on positive progression-free survival data from its Phase 2 registrational study. This data, particularly for their darovasertib and crizotinib combination, is expected to enable an accelerated approval filing in the United States and marks a key catalyst for the company's transition to commercial-stage status in 2026. The firm assigns a 90% probability of success for a positive readout, anticipating a 10% to 25% gain in shares, and notes that IDEAYA has several other strategic developments and clinical trials in progress, including new drug applications and regaining program rights from GlaxoSmithKline.
IDEAYA Biosciences to Participate in Upcoming February 2026 Investor Relations Events
IDEAYA Biosciences, a precision medicine oncology company, announced its participation in two investor relations events in February 2026. These events include Citi’s 2026 Virtual Oncology Leadership Summit and IDEAYA’s Virtual Fireside Chat hosted by Evercore ISI, featuring key members of their leadership team. Live audio webcasts and replays will be available for investors.
IDEAYA Biosciences, Inc. $IDYA Shares Acquired by New York State Common Retirement Fund
New York State Common Retirement Fund significantly increased its stake in IDEAYA Biosciences (NASDAQ:IDYA) by 21.7% in the third quarter, now owning 488,956 shares valued at $13.3 million. This comes as institutional ownership in IDEAYA reaches 98.29%. The company recently reported strong quarterly earnings, with EPS of $1.33 and revenue of $207.8 million, significantly beating analyst expectations, and maintains a "Moderate Buy" consensus rating with an average analyst price target of $46.60.
A Look At IDEAYA Biosciences (IDYA) Valuation After Recent Share Price Pullback
IDEAYA Biosciences (IDYA) has experienced recent share price pullbacks despite positive longer-term returns, prompting a re-evaluation of its valuation. The company's Price-to-Sales (P/S) ratio of 13.1x is significantly higher than industry and peer averages, suggesting overvaluation due to high embedded optimism about future revenue growth, even though the company is currently unprofitable. However, a Discounted Cash Flow (DCF) model indicates the current share price might be substantially below its fair value, creating a conflict in valuation signals.
AlphaQuest LLC Has $1.12 Million Stock Position in IDEAYA Biosciences, Inc. $IDYA
AlphaQuest LLC significantly increased its stake in IDEAYA Biosciences, Inc. (IDYA) by 284.6% in Q3, holding shares now valued at $1.12 million. This move is part of a broader trend of high institutional ownership in IDEAYA, with several other major funds also boosting their positions. Analysts maintain a "Moderate Buy" consensus for the stock, which recently beat earnings estimates and has a current market capitalization of $2.92 billion.
IDEAYA Biosciences to Participate in Upcoming February 2026 Investor Relations Events
IDEAYA Biosciences, Inc. (NASDAQ: IDYA) announced its participation in two investor relations events in February 2026. These include Citi's 2026 Virtual Oncology Leadership Summit on February 18th and a virtual fireside chat hosted by Evercore ISI on February 23rd, featuring key company executives. Live audio webcasts and replays of these events will be available on the company's website.
IDEAYA Biosciences to Participate in Upcoming February 2026 Investor Relations Events
IDEAYA Biosciences (NASDAQ: IDYA) announced its participation in several investor relations events in February 2026. These events include the BofA Securities Healthcare Conference 2026 on February 10, the Oppenheimer 36th Annual Healthcare Life Sciences Conference on February 13, and the Cowen 46th Annual Healthcare Conference on February 26. CEO Yujiro Hata is scheduled to present and participate in one-on-one meetings at each conference.
IDEAYA Biosciences to Participate in Upcoming February 2026 Investor Relations Events
IDEAYA Biosciences, Inc. announced its participation in two upcoming investor relations events in February 2026. These include a virtual fireside chat at Citi's 2026 Virtual Oncology Leadership Summit on February 18th and another virtual fireside chat hosted by Evercore ISI on February 23rd. Company executives will discuss their precision medicine oncology work at both events, with webcasts available online.
IDEAYA Biosciences to Participate in Upcoming February 2026 Investor Relations Events
IDEAYA Biosciences, Inc. (NASDAQ: IDYA) announced its participation in two upcoming investor relations events in February 2026 to discuss targeted therapeutics and oncology. The events include a virtual fireside chat hosted by Citi on February 18th and another virtual fireside chat hosted by Evercore ISI on February 23rd, both featuring key executives from IDEAYA. Live audio webcasts and replays will be available for investors.
IDEAYA Biosciences to Participate in Upcoming February 2026 Investor Relations Events
IDEAYA Biosciences, Inc. announced its participation in two virtual investor relations events in February 2026. These include Citi's 2026 Virtual Oncology Leadership Summit on February 18th and an Evercore ISI hosted Virtual Fireside Chat on February 23rd, both featuring key executives from the company. Live audio webcasts and replays will be available on the IDEAYA website.
Knights of Columbus Asset Advisors LLC Invests $934,000 in IDEAYA Biosciences, Inc. $IDYA
Knights of Columbus Asset Advisors LLC initiated a new position in IDEAYA Biosciences (NASDAQ:IDYA) during the third quarter, purchasing 34,337 shares valued at approximately $934,000. IDEAYA Biosciences recently reported strong quarterly earnings, beating analyst expectations with an EPS of $1.33 and revenue of $207.83 million. The company currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $46.60.
Is IDEAYA Biosciences (IDYA) Pricing Reflect Its DCF Upside After Recent Share Pullback
This article analyzes whether IDEAYA Biosciences (IDYA) is trading at a fair price using two valuation approaches: a Discounted Cash Flow (DCF) analysis and Price to Sales (P/S) ratio. The DCF model suggests the stock is significantly undervalued by 75.1% with an intrinsic value of $129.33 per share, compared to the current price of $32.19. However, the P/S ratio of 13.14x, against a "Fair Ratio" of 1.81x, indicates the stock screens as overvalued on this measure.
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences, Inc. announced that its Compensation Committee granted non-qualified stock options for 44,200 shares to a newly hired employee on January 29, 2026. These grants fall under the company's 2023 Employment Inducement Incentive Award Plan, compliant with Nasdaq Listing Rule 5635(c)(4). The options have a 10-year term, an exercise price of $32.99 per share, and vest over four years, contingent on continued service.
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences announced the issuance of inducement grants in accordance with Nasdaq Listing Rule 5635(c)(4). This news comes from Reuters and is a brief report on the company's compliance with Nasdaq's listing rules regarding employee inducements.
New IDEAYA hire receives 44,200 stock options in Nasdaq inducement grant
IDEAYA Biosciences announced it granted 44,200 non-qualified stock options to a newly hired employee on January 29, 2026, as an inducement to employment. The options have an exercise price of $32.99 per share, a 10-year term, and a four-year vesting schedule. This grant was made under the company's 2023 Inducement Plan and in accordance with Nasdaq Listing Rule 5635(c)(4).
Ideaya Biosciences announces inducement grants under Nasdaq listing rule 5635(c)(4)
Ideaya Biosciences (IDYA) has announced inducement grants in accordance with Nasdaq listing rule 5635(c)(4). The company is a precision medicine oncology firm focusing on targeted therapeutics and recently completed enrollment for a pivotal Phase 2/3 trial for darovasertib in combination with crizotinib for metastatic uveal melanoma. RBC also raised its price target for Ideaya Biosciences to $45 from $41, maintaining an "Outperform, Speculative Risk" rating.
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences announced the grant of non-qualified stock options for 44,200 shares to a new employee. These options, granted on January 29, 2026, are part of the Company's 2023 Employment Inducement Incentive Award Plan and align with Nasdaq Listing Rule 5635(c)(4). The grants serve as an inducement for the individual to join IDEAYA, with an exercise price of $32.99 per share and a four-year vesting schedule.
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences announced the grant of non-qualified stock options to a new employee under its 2023 Employment Inducement Incentive Award Plan. This grant, totaling 44,200 shares, was made in accordance with Nasdaq Listing Rule 5635(c)(4) as an inducement for the individual to join the company. The stock options have an exercise price of $32.99 per share, a 10-year term, and will vest over four years, subject to continued employment.
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences announced that its Compensation Committee granted non-qualified stock options for 44,200 shares to a new employee. These grants are considered an inducement in accordance with Nasdaq Listing Rule 5635(c)(4). The stock options have an exercise price of $32.99 per share, a 10-year term, and will vest over four years, subject to the employee's continued service.
IDEAYA Biosciences, Inc. (NASDAQ:IDYA) Given Consensus Recommendation of "Moderate Buy" by Brokerages
MarketBeat reports that seventeen analysts have issued a "Moderate Buy" consensus rating for IDEAYA Biosciences (NASDAQ:IDYA), with an average 12-month price target of $46.60. The company recently reported strong earnings, with EPS of $1.33 and revenue of $207.8 million, significantly exceeding consensus estimates. Institutional ownership is high at 98.29%, with notable increases in positions from several funds, indicating strong investor confidence.
Has IDEAYA Biosciences (IDYA) Run Too Far After Strong Multi‑Year Share Price Gains?
IDEAYA Biosciences (IDYA) has experienced significant share price gains over multiple years. This article evaluates whether the stock's current price is justified using Discounted Cash Flow (DCF) and Price-to-Sales (P/S) ratio analyses. While the DCF model suggests IDYA is undervalued, the P/S ratio indicates it is overvalued compared to industry averages and its calculated "Fair Ratio."
Ideaya Biosciences advances with IDE892 study targeting MTAP-deleted tumors
Ideaya Biosciences is moving forward with its IDE892 program, a PARG inhibitor, for the treatment of MTAP-deleted tumors. The company has dosed its first patient in a Phase 1/2 clinical trial, initiating a dose-escalation study for solid tumors. This development highlights Ideaya's focus on targeted oncology therapies.
Assessing IDEAYA Biosciences (IDYA) Valuation After Bullish Analyst Reports And Big Pharma Partnerships
IDEAYA Biosciences (IDYA) is gaining attention due to positive analyst reports and partnerships with major pharmaceutical companies. Despite a strong stock performance over the past three years, its current Price-to-Sales ratio of 14.6x suggests it is overvalued compared to peers, yet a Discounted Cash Flow (DCF) model indicates it may be significantly undervalued, trading about 72% below an estimated fair value of US$128.18.
FEDERATED HERMES, INC. Reduces Stake in IDEAYA Biosciences Inc
FEDERATED HERMES, INC. significantly reduced its stake in IDEAYA Biosciences Inc by 26.59% on December 31, 2025, selling 1,230,079 shares at $34.57 each. This transaction leaves FEDERATED HERMES, INC. with 3,395,771 shares of IDEAYA Biosciences. The reduction signals potential caution for value investors, given IDEAYA Biosciences' "Possible Value Trap" GF Valuation, poor GF Score of 47/100, and weak profitability and growth prospects despite a strong cash-to-debt ratio.
IDEAYA Biosciences Updates 2026 Corporate Objectives at J.P. Morgan Conference
IDEAYA Biosciences outlined its 2026 corporate objectives at the J.P. Morgan Conference, emphasizing advancements in clinical projects and plans for four registrational trials, including treatments for neuroendocrine cancer and uveal melanoma. The company announced a cash runway extending into 2030, securing funding for its targeted cancer therapies. Analysts maintain a positive outlook on IDYA, forecasting a rise in stock price with an average 1-year target of $50.81, citing strong clinical data and potential for accelerated FDA approval.
IDEAYA Biosciences (IDYA) outlines 2026 pipeline, cash runway | IDYA Stock News
IDEAYA Biosciences (NASDAQ: IDYA) has provided a business update outlining its 2026 corporate objectives, focusing on advancing registrational trials, ADC+DDR combinations, MTAP-pathway programs, and next-generation therapies. The company expects topline PFS results from the Phase 2/3 OptimUM-02 trial in Q1 2026, which could lead to accelerated approval, and plans to initiate or achieve enrollment milestones across multiple trials by H1 2026. With approximately $1.1 billion in cash and marketable securities as of Q3 2025, IDEAYA projects its operations to be funded into 2030, supporting its deep and expanding oncology pipeline.
Analysts Offer Insights on Healthcare Companies: Medline, Inc. Class A (MDLN) and IDEAYA Biosciences (IDYA)
Two healthcare companies, Medline, Inc. Class A (MDLN) and IDEAYA Biosciences (IDYA), recently received bullish ratings from analysts. Medline was given a "Buy" rating with a $48.00 price target by Morgan Stanley, while IDEAYA Biosciences received a "Buy" rating and a $62.00 price target from LifeSci Capital, with UBS also initiating coverage with a "Buy" rating.
Is It Too Late To Consider IDEAYA Biosciences (IDYA) After Its Strong Share Price Run?
This article analyzes IDEAYA Biosciences (IDYA) share price after a significant run, using a Discounted Cash Flow (DCF) analysis and Price-to-Sales (P/S) ratio to assess its current valuation. The DCF model suggests the stock is undervalued by 71.2% with an estimated intrinsic value of $129.59 per share, while the P/S ratio indicates the company might be overvalued compared to industry averages and its own "Fair Ratio." The article encourages investors to use "Narratives" on Simply Wall St's platform to compare different valuation assumptions.
IDEAYA Biosciences Provides a Business Update and Outlines 2026 Corporate Objectives at the 44th Annual J.P. Morgan Healthcare Conference
IDEAYA Biosciences provided a business update and outlined its 2026 corporate objectives at the 44th Annual J.P. Morgan Healthcare Conference. The company plans to advance four registrational trials in 2026, including for IDE849 in neuroendocrine cancer and darovasertib in uveal melanoma. IDEAYA, with a cash runway into 2030, aims to continue developing targeted therapies for various cancers, emphasizing commercial readiness for darovasertib.
IDEAYA Biosciences Updates 2026 Strategic Objectives, Plans to Advance Four Registrational Trials
IDEAYA Biosciences announced strategic objectives for 2026, including plans to advance four registrational trials, notably for darovasertib in uveal melanoma and IDE849 for small cell lung cancer. The company expects topline PFS data for darovasertib and crizotinib in Q1 2026, which could lead to accelerated FDA approval. With approximately $1.1 billion in cash, IDEAYA is funded into 2030, supporting ongoing R&D and new drug development.
IDEAYA Biosciences (IDYA) Is Up 10.4% After Pivotal Trial Enrollment And GSK Asset Reversion News - Has The Bull Case Changed?
IDEAYA Biosciences (IDYA) has seen its stock rise following pivotal trial enrollment for darovasertib and the reversion of key oncology programs from GlaxoSmithKline. This shift gives IDEAYA greater control over its pipeline and future opportunities, though it also increases development and funding risk. The article discusses how these developments influence IDEAYA's investment narrative and highlights the importance of upcoming darovasertib data and the reassessment of the company's risk and reward profile.
GSK ends collaboration with IDEAYA for two candidates
GSK has terminated its collaboration agreement with IDEAYA Biosciences for two of its oncology drug candidates, namely IDE102 (formally GSK4050916) and IDEAYA's Pol Theta Helicase Inhibitor program. IDEAYA is now evaluating its strategic options for these assets, which include seeking new collaborations or independent development. This decision comes despite IDEAYA having exclusive worldwide license to develop and commercialize IDE102.
A Look At IDEAYA Biosciences (IDYA) Valuation After UBS Highlight And Returned GSK Programs
IDEAYA Biosciences (IDYA) is gaining attention after UBS highlighted its clinical pipeline, despite GSK returning two programs. While the company has seen strong share price growth, its Price-to-Sales ratio of 15.4x suggests it is overvalued compared to peers and industry averages. However, a Discounted Cash Flow model indicates IDEAYA is trading significantly below its estimated fair value, presenting a conflicting view on its current valuation.
Ideaya Biosciences stock hits 52-week high at 37.09 USD By Investing.com
Ideaya Biosciences (IDYA) stock reached a new 52-week high of $37.09, reflecting a strong year with a 42.84% return over the past year and a 71.6% surge in the last six months. The company maintains a strong balance sheet with more cash than debt, and analyst sentiment remains highly positive with a "Strong Buy" consensus and a high price target of $79. Recent developments include completing enrollment for a pivotal Phase 2/3 trial and submitting an IND application for IDE574, while also regaining rights to two programs after GlaxoSmithKline ended their partnership.
Ideaya Biosciences stock hits 52-week high at 37.09 USD By Investing.com
Ideaya Biosciences Inc (IDYA) stock reached a 52-week high of $37.09, reflecting a 42.84% return over the past year and a 71.6% surge in six months. The biotech company, with a $3.28 billion market cap, holds more cash than debt and has a "Strong Buy" analyst consensus with a high price target of $79. Recent developments include completing enrollment for a pivotal Phase 2/3 trial and submitting an IND application for IDE574.
Ideaya Biosciences stock hits 52-week high at 37.09 USD
Ideaya Biosciences (IDYA) stock has reached a new 52-week high of $37.09, reflecting a 42.84% return over the past year and a 71.6% surge in six months. The company, with a $3.28 billion market cap, maintains a strong financial position with more cash than debt and a "Strong Buy" analyst consensus with a high price target of $79. IDEAYA is also advancing its clinical pipeline, expecting results for a Phase 2/3 trial in early 2026 and submitting an IND for a new Phase 1 trial.
Truist Securities raises Ideaya Biosciences stock price target to $60 By Investing.com
Truist Securities has increased its price target for Ideaya Biosciences to $60, maintaining a Buy rating on the stock, citing the upcoming progression-free survival readout for darovasertib in metastatic uveal melanoma. The firm sees a favorable risk-reward profile with an 85% probability of success for good/best case scenarios, potentially driving a 15-25% upside for the stock. Ideaya Biosciences anticipates potential accelerated approval by the second half of 2026 based on positive trial results and has other significant developments underway, including new drug applications and the return of collaboration programs.
IDEAYA Biosciences Announces Participation at the 44th Annual J.P. Morgan Healthcare Conference
IDEAYA Biosciences (NASDAQ: IDYA) announced its participation in the 44th Annual J.P. Morgan Healthcare Conference. CEO Yujiro S. Hata will present on Monday, January 12th, 2026, at 3:45 PM PT, followed by an analyst-hosted Q&A session. A live audio webcast will be available on the company's website, with a replay accessible for 30 days.
IDEAYA Biosciences Announces Participation at the 44th Annual J.P. Morgan Healthcare Conference
IDEAYA Biosciences, Inc. announced its participation in the 44th Annual J.P. Morgan Healthcare Conference. CEO Yujiro S. Hata will present on January 12th, 2026, at 3:45 PM PT, followed by a Q&A session. A live webcast and replay will be available for investors.
