IDEAYA BiosciencesIDYA
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
Fund manager confidence
Based on 2024 Q4 regulatory filings 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]
2.45% less ownership
Funds ownership: 108.83% [Q3] → 106.37% (-2.45%) [Q4]
19% less capital invested
Capital invested by funds: $2.91B [Q3] → $2.36B (-$550M) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Stephens & Co. Sudan Loganathan 15% 1-year accuracy 4 / 26 met price target | 167%upside $50 | Overweight Reiterated | 14 Feb 2025 |
RBC Capital Gregory Renza 39% 1-year accuracy 29 / 75 met price target | 225%upside $61 | Outperform Reiterated | 15 Jan 2025 |
Wedbush Robert Driscoll 9% 1-year accuracy 5 / 55 met price target | 177%upside $52 | Outperform Reiterated | 17 Dec 2024 |
Financial journalist opinion
Based on 6 articles about IDYA published over the past 30 days









