IDEAYA BiosciencesIDYA
IDYA
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. Its approach integrates small molecule drug discovery with extensive capabilities in identifying and validating translational biomarkers to develop targeted therapies for select patient populations that are likely to benefit from these targeted therapies. The company's clinical-stage product candidates include darovasertib (PKC), IDE397 (MAT2A), IDE849 (DLL3), IDE275/GSK959 (Werner Helicase), IDE161 (PARG), and IDE705/GSK101 (Pol Theta Helicase). In addition, it also working on other development candidates and has multiple earlier-stage preclinical programs.
Employees: 131
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
74% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 54
42% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $753K
3% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 34
2% less funds holding
Funds holding: 207 [Q3] → 203 (-4) [Q4]
2.36% less ownership
Funds ownership: 108.73% [Q3] → 106.37% (-2.36%) [Q4]
19% less capital invested
Capital invested by funds: $2.91B [Q3] → $2.36B (-$547M) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$50
193%
upside
Avg. target
$50
193%
upside
High target
$50
193%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Stephens & Co. Sudan Loganathan 15% 1-year accuracy 4 / 27 met price target | 193%upside $50 | Overweight Reiterated | 14 Feb 2025 |
Financial journalist opinion
Based on 8 articles about IDYA published over the past 30 days
Positive
Seeking Alpha
3 days ago
Ideaya Biosciences: These Prices Are Probably Going To Look Cheap Sooner Than Later
IDEAYA Biosciences' valuation has declined over 50% since mid-2024, prompting a re-evaluation of its investment potential. The most advanced program, darovasertib, targets tumors with GNAQ/GNA11 mutations, showing promising clinical activity. With over $1 billion in cash and other investments, IDYA has 4–5 years of operational liquidity.
Neutral
PRNewsWire
5 days ago
IDEAYA Biosciences Announces Successful FDA Type D Meeting on Phase 3 Registrational Trial Design for Darovasertib as Neoadjuvant Therapy for Primary Uveal Melanoma
Targeting to initiate Phase 3 randomized registrational trial for darovasertib in the neoadjuvant setting in primary UM in H1 2025 Clinical endpoints supportive of full approval based on FDA Type D Meeting: Eye preservation rate as the primary endpoint for enucleation patients. Proportion of patients with best corrected visual acuity 15-letter loss from time of randomization and time of completion of plaque brachytherapy (PB) as the primary endpoint for PB patients.
Neutral
PRNewsWire
1 week ago
IDEAYA Biosciences Announces Phase 1/2 Expansion for IDE397 and Trodelvy® Combination in MTAP-Deletion Urothelial Cancer
Initiated Phase 1/2 study expansion for IDE397, IDEAYA's MAT2A inhibitor, in combination with Trodelvy®, Gilead's Trop-2 directed ADC, in MTAP-deletion urothelial cancer based on preliminary safety and clinical efficacy data MTAP-deletion prevalence in urothelial cancer is estimated to be approximately 26% SOUTH SAN FRANCISCO, Calif. , April 10, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq:IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced the initiation of a Phase 1/2 expansion in the clinical trial evaluating IDE397, its investigational, potential first-in-class, small molecule methionine adenosyltransferase 2a (MAT2A) inhibitor, in combination with Gilead's Trodelvy® (sacituzumab govitecan-hziy), a Trop-2 directed antibody-drug conjugate (ADC), in methylthioadenosine phosphorylase (MTAP)-deletion urothelial cancer (UC) based on preliminary safety and clinical efficacy data.
Negative
Seeking Alpha
2 weeks ago
Why Ideaya Biosciences Is Down Despite Many Positives
Ideaya Biosciences, Inc.'s stock has plummeted ~50% due to macroeconomic factors, Trump administration policies, and specific company challenges, impacting the entire biopharma sector. Trump's FDA policies and tariffs have disrupted IDYA's regulatory approvals and increased manufacturing costs, particularly affecting their Chinese supply chains. Despite market sentiment and analyst downgrades, IDYA's strategic moves, including key hires and partnerships, position it for potential future success.
Neutral
PRNewsWire
2 weeks ago
IDEAYA Biosciences Announces Participation in Upcoming April 2025 Investor Relations Events
SOUTH SAN FRANCISCO, Calif. , April 1, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced its participation in the upcoming investor relations events.
Neutral
PRNewsWire
2 weeks ago
IDEAYA Biosciences Receives US FDA Breakthrough Therapy Designation for Darovasertib Monotherapy in Neoadjuvant Uveal Melanoma
Designation enables expedited development and priority regulatory review BTD application was supported by updated clinical data from Ph2 neoadjuvant UM trial that we are targeting to present at medical conferences in mid-2025 and H2 2025 Targeting to initiate a Ph3 registrational study in neoadjuvant UM in H1 2025 Neoadjuvant UM has a projected annual incidence of ~12k patients, and is a high unmet medical with no FDA approved systemic therapies SOUTH SAN FRANCISCO, Calif. , March 31, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy designation (BTD) for darovasertib, a potential first-in-class protein kinase C (PKC) inhibitor, for the neoadjuvant treatment of adult patients with primary uveal melanoma (UM) for whom enucleation has been recommended.
Neutral
PRNewsWire
3 weeks ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif. , March 28, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that, on March 27, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 17,600 shares of the Company's common stock to a newly hired employee.
Neutral
PRNewsWire
3 weeks ago
IDEAYA Announces Oral Presentation at the New Drugs on the Horizon Series at AACR 2025 for IDE275 (GSK959), a Phase 1 Werner Helicase Inhibitor
4 IDEAYA/GSK presentations of IDE275 (GSK959) and 4 additional presentations across IDE397/MAT2A, IDE161/PARG, PRMT5, and KAT6/7 programs at AACR 2025 IDE275 (GSK959) has demonstrated a potential best-in-class preclinical profile in the MSI-H setting, with a unique binding mode from previously reported WRN inhibitors Phase 1 dose escalation trial ongoing in MSI-H solid tumors with GSK MSI-H prevalence has been reported at approximately 31%, 20%, and 19% in endometrial, colorectal, and gastric cancers, respectively SOUTH SAN FRANCISCO, Calif. , March 26, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a leading precision medicine oncology company, today announced the publication of abstracts for an oral presentation in the New Drugs on the Horizon series, and three poster presentations on IDE275 (GSK959) at the American Association for Cancer Research (AACR) Annual Meeting, taking place April 25-30, 2025, in Chicago, Illinois.
Neutral
PRNewsWire
1 month ago
IDEAYA Biosciences Announces Collaboration with ATTMOS to Accelerate AI/ML-Enabled Drug Discovery for Unprecedented First-in-Class Oncology Targets
SOUTH SAN FRANCISCO, Calif. , March 3, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced a research collaboration with ATTMOS as part of its efforts to build a physics-based computational small molecule discovery platform that rapidly unlocks what are currently perceived as undruggable oncology targets.
Neutral
PRNewsWire
1 month ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif. , Feb. 28, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that, on February 27, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 125,600 shares of the Company's common stock to four newly hired employees.
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