aibioIDEAYA Biosciences
Top story · Aug 4, 2026 · SEC filing 8-K
IDEAYA Biosciences reports results
- Ticker
- IDYA
- Listing
- NASDAQ, United States
- Next date
- October 24, 2026
- Chief executive
- Yujiro S. Hata (chairman, president and CEO)
Desk view · Opinion · Updated Oct 22, 2026
IDEAYA's eye cancer drug is near the market. The pipeline must do the rest
IDEAYA has a drug with positive randomized data, a filing in progress and more than $1.2 billion in the bank. The approval case looks sound; the commercial ceiling in uveal melanoma is the limit. Whether IDE849 and the MTAP programs work will decide how big the company can get.
Read the full desk viewaibio.space Investor Rank · Opinion
9/10 Most positive view
Darovasertib won a randomized trial, a filing is under way and cash runs into 2030; the small uveal melanoma market limits growth without the pipeline.
- Technology
- 2/2
- Odds
- 2/2
- Balance sheet
- 2/2
- Risk
- 1/2
- Momentum
- 2/2
Opinion only. The Investor Rank is aibio.space's opinion of the company's business position, drawn from the public sources on this page. It is not a recommendation to buy, sell or hold any security and it is not investment advice. It does not consider the share price, valuation or your circumstances, and it can change at any time. Payments from companies never affect it. How the rank works.
- Technology
- Validated in a randomized trial. Darovasertib plus crizotinib cut the risk of progression or death by 58% (hazard ratio 0.42) in OptimUM-02.
- Odds
- High for the lead drug. The NDA is due to be completed in the second half of 2026, and 90.6% of filed drugs win approval historically.
- Balance sheet
- Strong. About $1.24 billion at June 30, 2026 after a $323.4 million net raise, with runway into 2030.
- Main risk
- Small market. GlobalData forecasts $709 million of darovasertib sales by 2032, so growth needs earlier settings or the pipeline.
- Watch next
- Filing and first ADC data. IDEAYA expects to complete the NDA and report its own IDE849 data in the second half of 2026.
Top news on IDEAYA
Questions investors ask
What is aibio.space's Investor Rank for IDEAYA Biosciences?
9 out of 10, our most positive view. Darovasertib won a randomized trial, a filing is under way and cash runs into 2030; the small uveal melanoma market limits growth without the pipeline. This is opinion only, not a recommendation to buy, sell or hold, and it does not consider the share price or valuation. Source
What is darovasertib?
Darovasertib is IDEAYA's oral PKC inhibitor for uveal melanoma, given with crizotinib in metastatic disease. In the randomized OptimUM-02 trial it achieved median progression-free survival of 6.9 months versus 3.1 months for investigator's choice. Source
When will IDEAYA file for FDA approval of darovasertib?
IDEAYA is submitting a new drug application under the FDA's real-time oncology review program. It expects to complete the submission in the second half of 2026. Source
How much cash does IDEAYA Biosciences have?
IDEAYA reported about $1.24 billion in cash, cash equivalents and marketable securities at June 30, 2026. It guides to cash runway into 2030. Source
Who is the CEO of IDEAYA Biosciences?
Yujiro S. Hata is president and CEO of IDEAYA. The board also elected him chairman effective June 16, 2026. Source
What is IDE849?
IDE849 is a DLL3-targeting antibody drug conjugate with a TOP1 payload, partnered with Hengrui in China. After an FDA Type C meeting, IDEAYA plans a 400-patient phase 3 trial in previously treated extensive stage small cell lung cancer starting by year-end 2026. Source
What is IDEAYA Biosciences's market cap?
We do not publish live share prices. In its annual report, IDEAYA Biosciences, Inc. put the market value of shares held by non-affiliates (public float) at $1.80 billion as of Jun 30, 2025. Source
Is IDEAYA Biosciences a smaller reporting company?
SEC records list IDEAYA Biosciences, Inc.'s filer category as: Large accelerated filer. Source
Where is IDEAYA Biosciences headquartered?
SEC records list its business address as 5000 SHORELINE CT, SUITE 300, SOUTH SAN FRANCISCO, CA, 94080. Source
When does IDEAYA Biosciences's fiscal year end?
IDEAYA Biosciences, Inc.'s fiscal year ends on December 31, per SEC records. Source
What did IDEAYA Biosciences last file with the SEC?
Its most recent filing in our record is a 10-Q filed 2026-08-04. All of its filings are on SEC EDGAR. Source
What industry is IDEAYA Biosciences in?
Its SEC industry code (SIC 2834) is Pharmaceutical Preparations. Source
Legal and investor matters
Part II, Item 1 of the 10-Q filed 2026-08-04 states: "We are not currently a party to any litigation or legal proceedings that, in the opinion of our management, are likely to have a material adverse effect on our business." Source
- Governance
IDEAYA board elects Yujiro Hata chairman and Terry Rosen lead independent director
IDEAYA reported that, effective 2026-06-16, its board elected Yujiro S. Hata as Chairman of the Board and Terry Rosen as Lead Independent Director. The 8-K is dated 2026-06-23 and was signed by Hata as President and Chief Executive Officer.
- Financing
IDEAYA prices offering of shares and pre-funded warrants at $27.00
IDEAYA entered an underwriting agreement on 2026-06-08 to sell 5,555,556 shares of common stock and pre-funded warrants for 5,555,576 shares, at a public price of $27.00 per share. The underwriters had a 30-day option to buy up to 1,666,669 additional shares. Underwriters agreed to buy the shares from the company at $25.38 per share. The 8-K was filed on 2026-06-10.
- Other
GSK gives notice to terminate IDEAYA collaboration, effective 2026-03-09
On 2025-12-09 GSK delivered formal written notice electing to terminate its 2020 Collaboration, Option and License Agreement with IDEAYA, effective 90 days later on 2026-03-09. GSK had communicated the decision on 2025-12-04. During the transition GSK will transfer the Werner Helicase (IDE275) and Pol Theta (IDE705) clinical programs to IDEAYA, which said its cash runway expectation into 2030 was unchanged.
- Other
IDEAYA licenses darovasertib ex-US to Servier for $210 million upfront
On 2025-08-29 IDEAYA granted Servier an exclusive license to develop and commercialize darovasertib in all countries except the United States. Servier agreed to pay $210 million upfront, with eligibility for up to $100 million in development and regulatory milestones, up to $220 million in commercial milestones, and royalties on ex-US sales. IDEAYA said the payment extends its cash runway by at least twelve months.
Pipeline
| Program | Indication | Stage |
|---|---|---|
| Darovasertib + crizotinib | First-line HLA-A*02:01-negative metastatic uveal melanoma | Registrational phase 2/3 (OptimUM-02) met primary endpoint; NDA submission under RTOR, completion expected 2H 2026 Source |
| Darovasertib + crizotinib (OptimUM-11) | Adjuvant treatment of high-risk primary uveal melanoma | Phase 3, first patient dosed Sept. 2026 Source |
| Darovasertib (OptimUM-09) | Neoadjuvant primary uveal melanoma | Phase 2 Source |
| IDE849 (DLL3 TOP1 ADC) | Extensive stage small cell lung cancer, neuroendocrine carcinomas | Phase 1; phase 3 planned to start by year-end 2026 Source |
| IDE892 (MTA-cooperative PRMT5 inhibitor) | MTAP-deleted solid tumors, including lung and pancreatic cancer | Phase 1/2, monotherapy expansion and combinations Source |
Stock chart
SEC filings and registration
- SEC name
- IDEAYA Biosciences, Inc.
- CIK
- 1676725
- Industry (SIC)
- Pharmaceutical Preparations (2834)
- US tickers
- IDYA (Nasdaq)
- State or country of incorporation
- DE
- Fiscal year ends
- December 31
- Filer category
- Large accelerated filer
- Business address
- 5000 SHORELINE CT, SUITE 300, SOUTH SAN FRANCISCO, CA, 94080
- Phone
- 650-443-6209
- Shares outstanding
- 96,489,484 as of 2026-07-31 (10-Q filed 2026-08-04)
Recent filings
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