IDEAYA Biosciences, Inc.
IDYA evidence brief
What we can confirm
What it means
What to watch
Prepared research question
What matters most for IDYA—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · IDYA
IDEAYA Biosciences is a precision medicine oncology company focused on developing targeted therapies for genetically defined solid tumors, with a lead program in darovasertib for uveal melanoma and a pipeline of early-stage candidates.
Key risk: No approved products
BioSniper Score
Based on 6 of 6 signals
Market Cap
$3.87B
Cash Runway
27.6 moLead Asset
Darovasertib (Phase 3)Next Catalyst
Phase3_Topline · Dec 16, 2026Financial data as of Jun 30, 2026.
Tracking 7 pipeline candidates · 12 clinical trials · 3 catalysts for IDEAYA Biosciences, Inc..
IDEAYA Biosciences is a precision medicine oncology company focused on developing targeted therapies for genetically defined solid tumors, with a lead program in darovasertib for uveal melanoma and a pipeline of early-stage candidates.
- Lead asset darovasertib (PKC inhibitor) is in Phase 2/3 OptimUM-02 trial and Phase 3 registrational OptimUM-10 trial for uveal melanoma [sec · filed 2025-10-20].
- IDE397 (MAT2A inhibitor) is in Phase 1/2 trials for MTAP-deleted solid tumors, including combinations with AMG 193 and Trodelvy [sec · filed 2024-07-08].
- IDE892 (MTA-cooperative PRMT5 inhibitor) received IND clearance and is expected to begin Phase 1 dose escalation by end of 2025 [sec_mda · as of 2025-11-04].
- Cash, cash equivalents, and marketable securities were approximately $1.1 billion as of September 30, 2025, expected to fund operations into 2030 [sec · filed 2026-01-12].
- Pipeline includes preclinical programs IDE034 (B7H3/PTK7 bispecific ADC) and IDE574 (KAT6/7 dual inhibitor) [sec_mda · as of 2025-11-04].
What works
- Strong cash position of approximately $1.1 billion as of September 30, 2025, providing runway into 2030 [sec · filed 2026-01-12].
- Multiple clinical-stage programs targeting genetically defined patient populations (e.g., MTAP-deletion, uveal melanoma) with potential for combination therapies [sec · filed 2024-07-08].
- Advancing a next-generation pipeline including IDE574 (KAT6/7 inhibitor) and IDE034 (B7H3/PTK7 bispecific ADC) to address tumor heterogeneity and resistance [sec_mda · as of 2025-11-04].
What to weigh
- All product candidates are in early to mid-stage development; no approved products and no guarantee of regulatory success [sec_mda · as of 2026-02-17].
- Faces significant competition from larger, better-resourced companies in the precision oncology space [sec_mda · as of 2026-02-17].
- Relies on third parties for manufacturing of preclinical and clinical candidates, which could cause delays [sec_mda · as of 2026-02-17].
- Net loss of $112.5 million for the six months ended June 30, 2025, reflecting high R&D and administrative costs [sec].
From the filings
Quoted directly from source documents.
Cash position of ~$1.1 billion as of September 30, 2025, funding into 2030
“Approximately $1.1 billion in cash, cash equivalents and marketable securities as of September 30, 2025; expected to fund current operating plan into 2030”
SEC filings · January 12, 2026
Darovasertib Phase 2/3 and Phase 3 trials for uveal melanoma
“timing of reporting topline and median PFS data from Phase 2/3 OptimUM-02 trial; (iv) the ongoing Phase 3 registrational trial (OptimUM-10) of darovasertib”
SEC filings · October 20, 2025
IDE892 IND clearance and Phase 1 start
“We received an investigational new drug, or IND, clearance from the FDA in the third quarter and expect to begin a Phase 1 dose escalation trial by the end of the year”
SEC MD&A · November 4, 2025
Catalyst timeline
- 2026-12-16 · Phase 3 Topline: Open-Label, Single-Arm, Phase 3 Study to Evaluate Safety, Tolerability, and Pharmacokinetics of Fenf — Topline data from a Phase 3 study of fenfluramine (likely a different compound) will be reported.
- 2028-01-15 · Phase 3 Topline: IDE196 (Darovasertib) in Combination With Crizotinib Versus Investigator's Choice of Treatment as Fi — Topline results from the Phase 3 trial of darovasertib plus crizotinib in first-line metastatic uveal melanoma.
- 2031-03-01 · Phase 3 Topline: A Randomized, Phase 3, Open-label Study of Neoadjuvant Darovasertib in Subjects With Primary Non-met — Topline data from a Phase 3 neoadjuvant study of darovasertib in primary non-metastatic uveal melanoma.
Risks & what to watch (4)›
Key risks
- No approved products — All candidates are in clinical or preclinical stages; no guarantee of regulatory approval or commercial success [sec_mda · as of 2026-02-17].
- Competitive landscape — Many competitors have significantly greater resources, which may hinder market penetration [sec_mda · as of 2026-02-17].
- Manufacturing reliance — Dependence on third-party manufacturers for preclinical and clinical supply could cause delays [sec_mda · as of 2026-02-17].
- Clinical trial risks — Delays or failures in ongoing trials (e.g., darovasertib, IDE397) could materially affect business [sec_mda · as of 2026-02-17].
What to watch
- Topline data from Phase 2/3 OptimUM-02 trial of darovasertib in uveal melanoma [sec · filed 2025-10-20].
- Initiation of Phase 1 dose escalation for IDE892 (PRMT5 inhibitor) and subsequent combination trials with IDE397 [sec_mda · as of 2025-11-04].
- IND submission and Phase 1 start for IDE574 (KAT6/7 inhibitor) in Q1 2026 [sec · filed 2026-01-12].
- Progress of IDE397 combination trials with AMG 193 and Trodelvy in MTAP-deleted NSCLC [sec · filed 2024-07-08].
Sources: SEC filings · SEC MD&A · Generated August 29, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 6 of 6 signals · derived from public data
27.6 months
D/E 0.09 · 0% dilution
Lead: Phase 2/Phase 3
7 candidates
3 upcoming, next in ~108d
0 buys · 1 sell (180d)
Runway
Catalysts
Pipeline
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
254
Total value held
$3.27B
| Holder | Shares | Value |
|---|---|---|
| janus henderson group plc | 14,530,506 | $484.0M |
| fmr llc | 13,172,103 | $438.9M |
| blackrock, inc. | 8,442,133 | $281.3M |
| vanguard capital management llc | 7,464,844 | $248.7M |
| baker bros. advisors lp | 3,946,515 | $131.5M |
| state street corp | 3,781,167 | $126.0M |
| federated hermes, inc. | 2,987,107 | $99.5M |
| adage capital partners gp, l.l.c. | 2,823,500 | $94.1M |
| fiera capital corp | 2,527,076 | $84.2M |
| geode capital management, llc | 2,500,724 | $83.3M |
Showing top 10 of 254 institutional holders of IDEAYA Biosciences, Inc.. Open the full 13F history after sign-in.
Short Interest
as of Apr 30, 2026- % of float
- 14.2%
- Days to cover
- 6.3
- Shares short
- 10,564,351
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
IDYA short interestGovernance
Frequently asked questions
What is the AI investment thesis for IDEAYA Biosciences, Inc.?
IDEAYA Biosciences is a precision medicine oncology company focused on developing targeted therapies for genetically defined solid tumors, with a lead program in darovasertib for uveal melanoma and a pipeline of early-stage candidates.
What is IDEAYA Biosciences, Inc.'s lead drug candidate?
IDEAYA Biosciences, Inc.'s most advanced tracked candidate is Darovasertib (Phase 3) for Uveal Melanoma.
What is IDEAYA Biosciences, Inc.'s next catalyst?
IDEAYA Biosciences, Inc.'s next tracked catalyst is a Phase3_Topline event — "Phase 3 Topline: Open-Label, Single-Arm, Phase 3 Study to Evaluate Safety, Tolerability, and Pharmacokinetics of Fenf" — expected December 16, 2026.
Who is the CEO of IDEAYA Biosciences, Inc.?
Mr. Yujiro S. Hata is the chief executive officer of IDEAYA Biosciences, Inc. (IDYA).
Where is IDEAYA Biosciences, Inc. headquartered?
IDEAYA Biosciences, Inc. (IDYA) is headquartered in South San Francisco, CA, United States.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.