Stock events for IDEAYA Biosciences, Inc. (IDYA)
In the past six months, IDEAYA Biosciences' stock has trended upwards by 22.20%, and by 50.07% over the past year as of February 20, 2026. The company is on Citi's "upside 90-day catalyst watch" due to the anticipated release of topline progression-free survival (PFS) data from the Phase 2/3 OptimUM-02 study for darovasertib, expected by approximately the last week of March 2026. IDEAYA reported Q4 revenue of US$10.9 million and a basic EPS loss of US$0.94, highlighting clinical progress and a strong financial position with approximately $1.05 billion in cash and marketable securities as of December 31, 2025, anticipated to fund operations into 2030. The company has announced inducement grants to newly hired employees and the appointment of Dr. Theodora Ross as Chief Development Officer in February 2026.
Demand Seasonality affecting IDEAYA Biosciences, Inc.’s stock price
Information regarding specific demand seasonality for IDEAYA Biosciences, Inc.'s products and services is not readily available. As a clinical-stage oncology company, its revenue is primarily driven by collaborations and milestone payments from pharmaceutical partners rather than direct product sales to consumers, which typically do not exhibit significant seasonality.
Overview of IDEAYA Biosciences, Inc.’s business
IDEAYA Biosciences, Inc. is a precision medicine oncology company focused on discovering and developing targeted therapeutics, integrating small molecule drug discovery with biomarker identification. The company's pipeline includes clinical-stage product candidates such as Darovasertib, an oral PKC inhibitor for uveal melanoma, which has received FDA Breakthrough Therapy, Fast Track, and Orphan Drug designations. IDE849 is in a Phase 1 clinical trial for small-cell lung cancer and neuroendocrine carcinomas. IDE161, a PARG inhibitor, is in a Phase 1 dose optimization trial. IDE705, a Poly Theta Helicase inhibitor, is in a Phase 1 clinical trial for tumors with BRCA or other HRD mutations. IDE397 is for MTAP-deleted tumors. IDE892 is a preclinical PRMT5 inhibitor program. IDE574 selectively inhibits KAT6/7 and is in a Phase 1 dose escalation trial. IDE034 received IND clearance from the FDA in Q4 2025, with a Phase 1 dose escalation trial initiated in Q1 2026. IDE275 is an oral Werner protein helicase inhibitor in a Phase 1 clinical trial.
IDYA’s Geographic footprint
IDEAYA Biosciences, Inc. is headquartered in South San Francisco, California, and maintains research operations in the United States. The company collaborates with academic institutions and industry organizations worldwide, including strategic alliances with major pharmaceutical companies like GlaxoSmithKline, Pfizer Inc., and Gilead Sciences, Inc.
IDYA Corporate Image Assessment
IDEAYA Biosciences has maintained a positive brand reputation, with analysts giving the company a "Moderate Buy" consensus rating and price targets suggesting significant upside potential. Institutional investors view the company as a serious and de-risked biotech play, with no reported events negatively affecting its reputation in the past year.
Ownership
IDEAYA Biosciences, Inc. is predominantly owned by institutional investors, including Fmr Llc, BlackRock, Inc., and Janus Henderson Group Plc. Institutional ownership ranges from approximately 50% to over 115% of the float. Canaan X LP is the largest individual shareholder, owning 3.03% of the company's shares.
