IDEAYA Biosciences, Inc. (IDYA) Form 8-K — Nov 3, 2026
IDEAYA Biosciences reported a Q3 2026 net loss of $125.7 million on $10.2 million of collaboration revenue, with $1.15 billion in cash and unchanged runway guidance into 2030. The quarter's headline was the completed NDA submission to the FDA for darovasertib plus crizotinib in metastatic uveal melanoma under the Real-Time Oncology Review program. However, the company is stopping enrollment and closing the Phase 3 OptimUM-010 trial due to site activation and enrollment challenges, a decision that yields an estimated $100-125 million in cost savings to be reallocated to other programs. The Phase 3 adjuvant trial OptimUM-011 (~450 patients, with Servier) remains underway.
Key figures
- Revenue
- 10242000
- Total Debt
- 123957000
- Total Assets
- 1216020000
- Cash Position
- 1150827000
- Shares Outstanding
- 102944175
- Cash runway
- into 2030
- Ga expense q3 2026
- $26.3 million
- Optimum 010 status
- enrollment stopped / trial closed due to site activation and enrollment challenges
- Rd expense q3 2026
- $121.6 million
- Net loss prior quarter
- $112.5 million
- Optimum 011 enrollment
- approximately 450 patients
- Ide849 2l sclc median os
- 17.4 months
- Ide849 nec confirmed orr
- 36.8%
- Optimum 010 cost savings
- $100-125 million
- Collaboration revenue prior quarter
- $8.9 million
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