IDEAYA Biosciences, Inc. (IDYA) IDEAYA Biosciences, Inc. is a precision oncology company primarily dedicated to identifying and advancing targeted therapies, particularly leveraging the concept of synthetic lethality. The firm aims to develop specific treatments for patient groups selected through molecular diagnostic methods. At the forefront of its clinical efforts are two investigational drugs. IDE397, a methionine adenosyltransferase 2a (MAT2A) blocking agent, is currently in early-stage (Phase I) trials for solid tumors exhibiting methylthioadenosine phosphorylase (MTAP) deletions. Its second primary candidate, IDE196, a protein kinase C (PKC) inhibitor, is progressing through Phase I/II studies, targeting genetically defined cancers characterized by GNAQ or GNA11 gene mutations. Beyond its clinical pipeline, IDEAYA's earlier-stage portfolio includes several synthetic lethality programs. These encompass a PARG inhibitor designed to address tumors with specific genetic or molecular biomarkers, Pol Theta inhibitors aimed at cancers presenting with BRCA or other homologous recombination deficiency (HRD) mutations, and WRN inhibitors for tumors demonstrating high microsatellite instability (MSI-H). The company also engages in significant collaborations. It has a joint research effort with Cancer Research UK and the University of Manchester, focusing on small molecule inhibitors of Poly (ADP-ribose) glycohydrolase. Furthermore, IDEAYA maintains a partnership with Pfizer Inc. for the clinical development and supply in Phase I/II trials across metastatic uveal melanoma, skin melanoma, and other solid tumors, alongside a strategic alliance with GlaxoSmithKline plc. IDEAYA Biosciences, Inc. was established in 2015 and operates from its headquarters in South San Francisco, California.
Sector: Pharmaceutical Preparations
Industry: Biotechnology
IDEAYA Biosciences, Inc. NASDAQ:IDYA Healthcare · Biotechnology
Mkt Cap $3.02B
Earnings Nov 10 · Tomorrow
Prev close $30.65 Close $31.24 0.00% AH close $31.24
Mkt Cap $3.02B
Earnings Nov 10 · Tomorrow
Press Release
IDEAYA Biosciences to Participate in Upcoming November 2026 Investor Relations Events
IDEAYA Biosciences announced participation in three November 2026 investor events: the UBS Global Biopharma Conference and its own Investor R&D Day on November 16, and the Jefferies Global Healthcare Conference on November 17, all in London.
The R&D Day will cover Phase 1 data for IDE892, an MTA-cooperative PRMT5 inhibitor, plus RAS program progress and preclinical support for MTAP/CDKN2A and RAS-driven combination strategies, with target 2027 clinical data milestones and a CDKN2A IND targeted for H1 2027.
This is a scheduling notice with no new clinical or financial results; the main actionable item is the potential for pipeline color at the R&D Day.
• 5d ago AI analysis › Press Release ● Major ⚠ 3
IDEAYA Biosciences Reports Financial Results for the Third Quarter 2026 and Provides a Business Update
IDEAYA completed its first NDA submission in Q3 2026 for the darovasertib plus crizotinib combination in metastatic uveal melanoma, filed under the FDA's Real-Time Oncology Review program.
ESMO 2026 data supported darovasertib across primary and metastatic uveal melanoma regardless of HLA-A*02:01 status, while Hengrui's Phase 1 data for IDE849 showed a 17.4-month median OS in 2L SCLC, with two IDE849 Phase 3 registrational trials planned to start by year end.
In a notable setback, IDEAYA is closing the Phase 3 OptimUM-010 trial due to site activation and enrollment challenges, redirecting an estimated $100-125 million in savings to other programs including IDE849 and IDE892.
The company ended the quarter with $1.15 billion in cash and a net loss of $125.7 million, with cash runway guidance into 2030 unchanged.
• 6d ago AI analysis › Press Release
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences granted non-qualified stock options covering an aggregate 99,600 shares to four newly hired employees on October 29, 2026.
The grants were made under the 2023 Employment Inducement Incentive Award Plan pursuant to Nasdaq Listing Rule 5635(c)(4), with an exercise price of $32.89 per share, a 10-year term, and standard four-year vesting.
This is routine compensation administration with no bearing on IDEAYA's clinical pipeline or financial results.
• 10d ago AI analysis › Press Release ● Major ⚠ 4
IDE849 (SHR-4849) DLL3 TOP1 ADC Updated Phase 1 Results at ESMO 2026 Demonstrates Promising Anti-Tumor Activity and Preliminary Overall Survival Results in Relapsed Small Cell Lung Cancer and Neuroendocrine Carcinomas
IDEAYA announced updated Phase 1 results for IDE849 (SHR-4849), its DLL3 TOP1 ADC, showing a 72.5% ORR and 17.4-month median overall survival in second-line relapsed SCLC, with the data presented by partner Hengrui at ESMO 2026.
Efficacy extended to other neuroendocrine carcinomas (52.6% ORR, 7.0-month median PFS) and to SCLC patients with brain metastases (76.9% ORR), with a 2.5% treatment-related discontinuation rate across 122 patients.
Following successful FDA Type C meetings, IDEAYA is targeting two Phase 3 registrational trials in ES-SCLC (post-Imdelltra) and NEC, and is evaluating a potential first-line SCLC Phase 3 design with combination data from IDE161 and AstraZeneca's durvalumab.
• 17d ago AI analysis › Press Release ● Major ⚠ 2
IDEAYA Biosciences and Servier Announce Data From Three Clinical Trials at ESMO 2026 Supporting the Potential of Darovasertib to Become a Foundational New Therapy for Patients Across the Treatment Journey of Uveal Melanoma
IDEAYA Biosciences and Servier announced updated ESMO 2026 data from three darovasertib trials in uveal melanoma, spanning metastatic and primary disease settings.
OptimUM-01 showed median PFS of 7.4 months and median OS of 27.1 months in treatment-naive metastatic UM — well above historical benchmarks of ~2.8 and ~12 months — while OptimUM-02 subgroup analyses confirmed PFS gains over investigator's choice in HLA-A*02:01-negative 1L disease.
OptimUM-09 neoadjuvant data showed tumor shrinkage in ~80% of primary UM patients, a 57% eye preservation rate, and 86.3% metastasis-free at 15 months.
IDEAYA expects to complete its NDA submission for the darovasertib/crizotinib combination in first-line metastatic UM in the second half of 2026 under the FDA's RTOR program; the drug holds Fast Track, Orphan Drug, and Breakthrough Therapy designations.
• 21d ago AI analysis › Press Release
IDEAYA Biosciences Announces the Promotion of Dr. Michael White to President, Research and Development
IDEAYA Biosciences promoted Dr. Michael White from Chief Scientific Officer to President, Research and Development, effective September 28, 2026.
White has been CSO since 2021 and previously led oncology R&D at Pfizer, with an academic career at UT Southwestern.
This is an internal continuity move with no departure or strategic shift announced; expect neutral market impact.
• 1mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences granted non-qualified stock options on 94,000 shares to three newly hired employees under its 2023 Inducement Plan.
The options carry a $36.74 exercise price, a 10-year term, and standard four-year vesting with a one-year cliff.
This is a boilerplate Nasdaq Rule 5635(c)(4) disclosure with no bearing on the company's pipeline or financials.
• 1mo ago AI analysis › Press Release ⚠ 2
IDEAYA Biosciences and Servier Announce First Patient Dosed in OptimUM-11 Global Phase 3 Registrational Trial of Darovasertib and Crizotinib as Adjuvant Therapy for Subjects with Uveal Melanoma
IDEAYA Biosciences and partner Servier dosed the first patient in OptimUM-11, a global Phase 3 registrational trial of darovasertib plus crizotinib as adjuvant therapy for primary uveal melanoma patients at increased risk of metastasis. No adjuvant treatment option is currently approved in this setting.
The trial plans to enroll approximately 450 patients randomized 1:1 to 12 months of the darovasertib-crizotinib combination or observation, with relapse-free survival as the primary endpoint. IDEAYA retains U.S. regulatory and commercial rights to darovasertib, Servier holds rights outside the U.S., and the companies share trial development costs.
Separately, IDEAYA has initiated NDA submission for the combination in first-line metastatic uveal melanoma under the FDA's real-time oncology review program, with completion expected in the second half of 2026. Darovasertib carries Fast Track, Orphan Drug, and Breakthrough Therapy designations but remains investigational and unapproved.
• 2mo ago AI analysis › Press Release
IDEAYA Biosciences Announces London Investor R&D Day and Participation in Upcoming September 2026 Investor Conferences
IDEAYA Biosciences announced it will host an Investor R&D Day in London on November 16, 2026, focusing on its MTAP/CDKN2A and KRAS development strategies in pancreatic cancer.
Management, including CEO Yujiro S. Hata and CFO Joshua Bleharski, will participate in four upcoming investor conferences in September: the Wells Fargo Healthcare Conference, Cantor Global Healthcare Conference, Citi Biopharma Back to School Conference, and Morgan Stanley Global Healthcare Conference.
Live webcasts of the R&D day and conference sessions will be available on the IDEAYA website, with replays accessible for 30 days following the events.
• 2mo ago AI analysis › Press Release ● Major ⚠ 1
IDEAYA Biosciences Announces Successful FDA Type C Meeting for IDE849, DLL3 TOP1 ADC, on Phase 3 Registrational Trial Design for Potential Accelerated and Full Approval in Extensive Stage Small Cell Lung Cancer
IDEAYA Biosciences announced a successful FDA Type C meeting regarding the Phase 3 registrational trial design for its lead asset IDE849 in extensive-stage small cell lung cancer.
The company plans to initiate the randomized trial by year-end 2026 with a target enrollment of approximately 400 patients, using overall response rate and median overall survival as co-primary endpoints.
Dose evaluation for 2.4mg/kg and 3.5 mg/kg is ongoing, with clinical data updates expected from partner Hengrui at ESMO 2026 and from IDEAYA in the fourth quarter.
• 2mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences granted non-qualified stock options to purchase an aggregate of 62,800 shares to two newly hired employees as an employment inducement.
The options have an exercise price of $41.77 per share, equal to the closing price on the grant date, and vest over four years.
The grants were made under the company's 2023 Employment Inducement Incentive Award Plan in accordance with Nasdaq Listing Rule 5635(c)(4).
• 2mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Clinical Collaboration with Genentech in MTAP-Deleted KRAS G12D-Mutant Pancreatic Cancer
IDEAYA Biosciences entered a clinical collaboration with Genentech to evaluate its PRMT5 inhibitor IDE892 in combination with Genentech's RG6620 for pancreatic cancer patients with specific genetic mutations.
Genentech will sponsor the Phase 1 study for patients with MTAP-deleted, KRAS G12D-mutant pancreatic ductal adenocarcinoma, while IDEAYA supplies the drug and retains all commercial rights to its compound.
CEO Yujiro Hata highlighted the expansion of the collaboration as a step toward addressing the high unmet medical need in pancreatic cancer.
• 2mo ago AI analysis › Press Release ● Major
IDEAYA Biosciences Reports Second Quarter 2026 Financial Results and Provides Business Update
IDEAYA reported Q2 2026 collaboration revenue of $8.9 million with a net loss of $112.5 million, or $1.22 per share, while strengthening its balance sheet to $1.24 billion in cash following a recent offering.
The company announced that its registrational Phase 2/3 OptimUM-02 trial of darovasertib plus crizotinib met its primary endpoint, demonstrating a statistically significant improvement in median progression-free survival of 6.9 months versus 3.1 months in the control arm.
IDEAYA is proceeding with an NDA submission under the FDA's RTOR program with completion expected in H2 2026 and announced a new clinical collaboration with Roche to evaluate IDE892 in pancreatic cancer.
• 3mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences granted non-qualified stock options for an aggregate of 260,200 shares to fourteen newly hired employees as an employment inducement.
The options have an exercise price of $36.40 per share, which was equal to the closing price on the grant date of July 30, 2026.
The awards vest over four years and have a 10-year term, subject to the employees' continued service with the company.
• 3mo ago AI analysis › Press Release
IDEAYA Biosciences Announces IDE892, a Potential Best-in-Class MTA-Cooperative PRMT5 Inhibitor, Initiates Part 2 Monotherapy Expansion in the Phase 1/2 Study in MTAP-Deleted Pancreatic and Lung Cancers
IDEAYA Biosciences initiated Part 2 monotherapy expansion for IDE892 in MTAP-deleted pancreatic and lung cancers after achieving projected efficacious target exposures.
The Phase 1/2 dose escalation has cleared multiple cohorts without reaching the maximum tolerated dose, supported by the drug's 1,400-fold selectivity profile and favorable drug-like properties.
The company is also progressing combination studies with IDE397 and Roche's RG6505, and plans an R&D Day in Q4 2026 to discuss strategies for pancreatic cancer.
• 3mo ago AI analysis › Press Release
IDEAYA Biosciences Announces ESMO 2026 Presentations for Darovasertib and IDE849 Clinical Programs
IDEAYA Biosciences announced that it will present three abstracts at the ESMO 2026 meeting, featuring data updates for its darovasertib and IDE849 clinical programs.
The darovasertib presentations will include follow-up data from the Phase 2 OptimUM-09 trial, subgroup analysis from the registrational Phase 2/3 OptimUM-02 trial, and results from the Phase 2 OptimUM-01 study in uveal melanoma.
Additionally, partner Hengrui Pharma will present Phase 1 results for IDE849 in small cell lung carcinoma and neuroendocrine carcinomas, with a registrational trial targeted to initiate by year-end.
• 3mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences granted non-qualified stock options to purchase an aggregate of 98,000 shares to four newly hired employees as an employment inducement.
The options were granted under the company's 2023 Inducement Plan with an exercise price of $36.29 per share, equal to the closing price on the grant date.
The awards have a 10-year term and vest over four years, subject to the employees' continued service.
• 4mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Yujiro S. Hata Elected Chairman of its Board of Directors
IDEAYA Biosciences announced that its Board has elected President and CEO Yujiro S. Hata to the additional role of Chairman of the Board.
Terry Rosen, Ph.D., has been appointed Lead Independent Director as the company continues its transition from a science startup to a commercial-stage oncology company.
The leadership consolidation comes as IDEAYA prepares for potential commercial launches of its pipeline candidates.
• 4mo ago AI analysis › Press Release
IDEAYA Biosciences Announces IDE892, a Potential Best-in-Class MTA-Cooperative PRMT5 Inhibitor, Initiates a Phase 1/2 Clinical Combination Study in MTAP-Deleted Pancreatic and Lung Cancers
IDEAYA Biosciences enrolled the first patient in a Phase 1/2 clinical trial evaluating IDE892 in combination with IDE397 for MTAP-deleted solid tumors, focusing on pancreatic and non-small cell lung cancer.
The company highlighted IDE892's potential best-in-class properties, including a 1,400-fold selective binding ratio and favorable drug-like characteristics, noting that monotherapy dose escalation has cleared multiple cohorts without reaching the maximum tolerated dose.
IDEAYA also confirmed a clinical collaboration with Roche to evaluate IDE892 in combination with Roche's pan-RAS inhibitor RG6505 in MTAP-deleted pancreatic ductal adenocarcinoma, targeting co-alterations of MTAP and KRAS.
• 4mo ago AI analysis › Press Release ● Major
IDEAYA Announces Closing of Public Offering Including Full Exercise of Underwriters' Option to Purchase Additional Shares
IDEAYA Biosciences closed its underwritten public offering, generating approximately $345.0 million in gross proceeds. The offering consisted of 7.22 million shares of common stock priced at $27.00 per share and 5.56 million pre-funded warrants priced at $26.9999.
Underwriters fully exercised their option to purchase an additional 1.67 million shares, signaling strong demand for the precision medicine oncology company's securities.
J.P. Morgan, Jefferies, TD Cowen, UBS, and Cantor acted as joint book-running managers, with Wedbush PacGrow serving as lead manager.
• 4mo ago AI analysis › Press Release ● Major ⚠ 2
IDEAYA Announces Pricing of $300 Million Offering of Common Stock and Pre-Funded Warrants
IDEAYA Biosciences priced a $300 million public offering consisting of 5.56 million shares of common stock and 5.56 million pre-funded warrants.
The common stock was sold at $27.00 per share, while the pre-funded warrants were sold at $26.9999, effectively raising capital with minimal additional dilution compared to a pure equity offering.
The company granted underwriters a 30-day option to purchase up to 1.67 million additional shares, potentially increasing total proceeds to ~$345 million. The offering is expected to close on June 10, 2026.
• 5mo ago AI analysis › Press Release ● Major ⚠ 2
IDEAYA Announces Proposed Public Offering of Common Stock and Pre-Funded Warrants
IDEAYA Biosciences announced a proposed public offering of up to $300 million in common stock and pre-funded warrants.
The company also granted underwriters a 30-day option to purchase an additional $45 million of shares.
The deal is underwritten by J.P. Morgan, Jefferies, TD Cowen, UBS, and Cantor, and is subject to market conditions.
• 5mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Clinical Collaboration with Roche in MTAP-Deleted RAS-Mutant Pancreatic Cancer
IDEAYA Biosciences has entered a clinical collaboration with Roche to evaluate its PRMT5 inhibitor IDE892 in combination with Roche's pan-RAS inhibitor RG6505.
The study will target patients with pancreatic ductal adenocarcinoma (PDAC) that carry an MTAP deletion, a biomarker present in up to 40% of PDAC cases.
IDEAYA will sponsor the Phase 1 trial, while Roche will supply RG6505; both companies retain commercial rights to their respective compounds.
• 5mo ago AI analysis › Press Release ● Critical
IDEAYA Biosciences and Servier Provide Complete Data from Phase 2/3 Registrational OptimUM-02 Trial of the Darovasertib Combination in First Line HLA*A2:01 Negative Metastatic Uveal Melanoma in a Late-Breaking Oral Presentation at ASCO
IDEAYA Biosciences presented complete registrational data from the Phase 2/3 OptimUM-02 trial of darovasertib plus crizotinib in metastatic uveal melanoma at ASCO. The combination therapy met the primary endpoint, showing a statistically significant improvement in median progression-free survival of 6.9 months versus 3.1 months for investigator's choice of therapy (HR 0.42).
The treatment also demonstrated a robust overall response rate of 37.1% compared to 5.8% in the control arm, with a manageable safety profile including a low 9.2% rate of treatment-related serious adverse events. These results support the potential for darovasertib to become a new standard of care for HLA*A2:01 negative patients who currently lack approved options.
IDEAYA is currently filing its New Drug Application (NDA) with the FDA under the Real-Time Oncology Review (RTOR) program, with completion expected in the second half of 2026. This accelerated pathway aims to expedite the review process, potentially bringing the therapy to market sooner than traditional timelines.
• 5mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences granted 221,000 non-qualified stock options to six newly hired employees.
The grants were made under Nasdaq Listing Rule 5635(c)(4) as an inducement material to their employment.
The exercise price of $29.34 per share equals the closing market price on the grant date, with vesting over four years.
• 5mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Participation at the 2026 Jefferies Global Healthcare Conference
IDEAYA Biosciences will participate in the 2026 Jefferies Global Healthcare Conference in early June.
CEO Yujiro S. Hata is scheduled for a fireside chat on June 3 and an AI panel discussion on June 4.
Live webcasts and replays will be available on the company's investor relations website.
• 5mo ago AI analysis › Press Release ● Critical
IDEAYA Biosciences Reports First Quarter 2026 Financial Results and Provides Business Update
IDEAYA reported positive topline results from the Phase 2/3 OptimUM-02 trial of darovasertib plus crizotinib, which met its primary endpoint by reducing the risk of disease progression by 58% in first-line HLA*A2-negative metastatic uveal melanoma.
Based on these results, IDEAYA plans to initiate the FDA RTOR submission process in May with a target NDA filing in the second half of 2026, while maintaining a cash runway into 2030 with $973 million in cash and equivalents.
The company also updated its pipeline strategy, planning a registrational trial for IDE849 monotherapy by year-end 2026 and achieving first-patient-in for IDE034 and IDE892 trials.
• 6mo ago AI analysis › Press Release
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
IDEAYA Biosciences granted non-qualified stock options for 237,800 shares to five new hires as an employment inducement.
The options have an exercise price of $29.10 per share, equal to the closing price on the grant date, and vest over four years.
This grant was made under the company's 2023 Employment Inducement Incentive Award Plan in accordance with Nasdaq Listing Rule 5635(c)(4).
• 6mo ago AI analysis › Press Release
IDEAYA Biosciences to Initiate New Drug Application Submission from the Darovasertib OptimUM-02 Trial under the Oncology Center of Excellence Real-time Oncology Review (RTOR) Program
prnewswire.com • 6mo ago Press Release
IDEAYA Biosciences Announces Late-Breaking Abstract Oral Presentation at ASCO 2026 to Provide Complete Data from Phase 2/3 Registrational Trial (OptimUM-02) of Darovasertib in Combination with Crizotinib in 1L HLA*A2-Negative Metastatic Uveal Melanoma
IDEAYA Biosciences announced that the Phase 2/3 OptimUM-02 trial data for darovasertib in combination with crizotinib has been selected for a late-breaking abstract oral presentation at the 2026 ASCO Annual Meeting.
The presentation will provide complete data details that were not included in the company's prior topline release regarding the first-line treatment of HLA*A2-negative metastatic uveal melanoma.
Dr. Marlana Orloff of Thomas Jefferson University Hospital is scheduled to present the primary results on June 1, 2026.
• 6mo ago AI analysis › 
