IDEAYA Biosciences (IDYA)
Develops biomarker-selected cancer drugs across small molecules and antibody-drug conjugates.
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Develops biomarker-selected cancer medicines, led by darovasertib for uveal melanoma and additional antibody-drug conjugate, synthetic-lethality, and epigenetic programs. Revenue comes from collaborations rather than product sales, with U.S. darovasertib rights retained and Servier holding rights elsewhere.
Develops biomarker-selected cancer therapies for molecularly defined solid tumors, spanning small-molecule inhibitors and antibody-drug conjugates. Darovasertib, a PKC inhibitor for uveal melanoma, is the most advanced program, with a U.S. approval application underway; IDE849 and IDE034 anchor the antibody-drug conjugate pipeline, while IDE397, IDE892, IDE161, and IDE574 target synthetic-lethality or epigenetic pathways.
Combines internal drug discovery, structural biology, bioinformatics, and translational-biomarker capabilities with licensed assets and clinical collaborations. Selected partners supply combination therapies, conduct regional trials, or hold regional rights.
Has no approved products or product-sales revenue. Commercialization depends on successful trials, regulatory approval, third-party manufacturers, and sales infrastructure still being built. U.S. rights to darovasertib remain in-house, while Servier controls its development and commercialization elsewhere.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Guggenheim | Reiterate | Rating: —Target: $50 | Target: $57 |
| Aug 5, 2026 | Wedbush | Reiterate | Rating: —Target: $58 | Target: $60 |
| Jul 7, 2026 | Truist Financial | Target | Target: $65 | Target: $63 |
| Jul 7, 2026 | RBC Capital | Reiterate | Rating: —Target: $53 | Target: $48 |
| Apr 14, 2026 | Wedbush | Reiterate | Rating: —Target: $52 | Target: $58 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $829.0M · Total debt $29.3M · Total assets $1.31B · Shareholders' equity $1.20B
- Revenue
- $8.9M
- Operating income
- −$122.3M
- Net income
- −$112.5M
No dividends on record.
| Institutions | ≈ 105.82% | 102.10M shares | |
|---|---|---|---|
| 294 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.80% | 773.5K shares | |
| 4 holders · as of Jul 9, 2026 | |||
| Strategic holders | 7.53% | 7.27M shares | |
| 1 holder · as of May 15, 2026 | |||
| Adds to | 114.15% | ||
96.49M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 114.15%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 14.62% | 14.11M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.22% | 8.89M | as of Jun 30, 2026 |
Jupiter Topco LLCInstitution | 8.89% | 8.58M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 7.53% | 7.27M | filed May 15, 2026 |
Capital Research Global InvestorsInstitution | 5.54% | 5.34M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 7, 2026 | Briseno Andres Ruiz | officer: Chief Accounting Officer | −9,550 | $40.01 |
| Mar 2, 2026 | Jeffrey Stein | director | +50,000 | $32.96 |
- Immunocore (ADR)
Commercial benchmark in metastatic uveal melanoma
- Aura Biosciences
Vision-sparing rival in early choroidal melanoma
- Delcath Systems
Liver-directed approved option in metastatic UM
- Tango Therapeutics
MTAP-deleted tumor rival through PRMT5
- Novartis (ADR)
ADR peer in MUM and WRN/MSI-high oncology
- Zai Lab (ADR)
DLL3 TOP1 ADC rival in SCLC and NEC
- Amgen
Approved DLL3 therapy plus PRMT5 overlap
- Replimune Group
Oncolytic immunotherapy in metastatic UM
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| IDEAYA Biosciences | $38.99 | +0.33% | $3.69B | — | — | 15.8 | — |
| Immunocore (ADR) | $32.19 | +0.05% | $1.64B | — | — | 4.1 | −13.7% |
| Aura Biosciences | $6.35 | −0.24% | $657.9M | — | — | — | — |
| Delcath Systems | $16.13 | +0.13% | $556.1M | 1,239.2 | — | 5.8 | +20.6% |
| Tango Therapeutics | $23.65 | +5.91% | $3.64B | — | — | 67.6 | +363.6% |
| Novartis (ADR) | $141.06 | +0.06% | $267.96B | 21.3 | 15.0 | 4.8 | +0.9% |
| Zai Lab (ADR) | $26.60 | +0.62% | $2.98B | — | — | 6.6 | −3.3% |
| Amgen | $401.35 | +2.08% | $212.19B | 24.4 | 17.1 | 5.6 | +9.7% |
| Replimune Group | $13.23 | +2.80% | $1.08B | — | — | — | — |
| Median | 24.4 | 16.1 | 5.7 | +5.3% |