IDEAYA BiosciencesIDYA
Market Cap: $2.98B
About: IDEAYA Biosciences Inc is an oncology-focused precision medicine company committed to the discovery and development of targeted therapeutics for patient populations selected using molecular diagnostics. It is engaged in applying capabilities across multiple classes of precision medicine, including direct targeting of oncogenic pathways and synthetic lethality. The company's product candidate IDE196 is a protein kinase C, or PKC, an inhibitor for genetically defined cancers having GNAQ or GNA11 gene mutations.
Employees: 124
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
44% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 62
4.18% more ownership
Funds ownership: 107.02% [Q1] → 111.19% (+4.18%) [Q2]
7% more call options, than puts
Call options by funds: $800K | Put options by funds: $748K
2% less funds holding
Funds holding: 202 [Q1] → 198 (-4) [Q2]
12% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 33
16% less capital invested
Capital invested by funds: $3.5B [Q1] → $2.95B (-$545M) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Stifel Benjamin Burnett 80% 1-year accuracy 4 / 5 met price target | 93%upside $68 | Buy Maintained | 10 Sept 2024 |
Citigroup Yigal Nochomovitz 45% 1-year accuracy 17 / 38 met price target | 64%upside $58 | Buy Maintained | 27 Aug 2024 |
JP Morgan Anupam Rama 45% 1-year accuracy 26 / 58 met price target | 87%upside $66 | Overweight Maintained | 8 Aug 2024 |
RBC Capital Gregory Renza 52% 1-year accuracy 35 / 67 met price target | 73%upside $61 | Outperform Reiterated | 7 Aug 2024 |
Wedbush Robert Driscoll 55% 1-year accuracy 35 / 64 met price target | 53%upside $54 | Outperform Reiterated | 7 Aug 2024 |
Financial journalist opinion
Based on 4 articles about IDYA published over the past 30 days