IDEAYA Biosciences, Inc. (IDYA)

IDEAYA Biosciences' stock has shown upward momentum, increasing by 16.23% in the last six months and 93.41% in the past year, with a price of $32.34 per share as of April 6, 2026. Upcoming topline results for darovasertib are expected, and the company announced the first patient in Phase 1 trials for IDE574 and a combination study of IDE849 and IDE161. The company reported a net loss of $83.3 million for the three months ended December 31, 2025. The company has participated in investor conferences. Recent trial data delays for the OptimUM-02 and HLA-MUM pivotal trials were attributed to operational logistics and data cleaning issues.

IDEAYA Biosciences' products and services are not subject to typical consumer demand seasonality, as the demand for oncology treatments is driven by disease prevalence, clinical trial outcomes, regulatory approvals, and healthcare needs rather than seasonal fluctuations.

IDEAYA Biosciences, Inc. is a precision medicine oncology company focused on discovering, developing, and commercializing transformative cancer therapies. They integrate expertise in drug discovery, structural biology, and bioinformatics to develop targeted therapies aligned to genetic drivers of disease, with a focus on synthetic lethality. Their pipeline includes darovasertib (IDE196), a PKC inhibitor; IDE397, a MAT2A inhibitor; IDE161, a PARG inhibitor; IDE849, a DLL3 TOP1 antibody-drug conjugate; IDE275, a Werner Helicase inhibitor; IDE705, a Pol Theta Helicase inhibitor; IDE574, a dual KAT6/7 inhibitor; and IDE034, a B7H3/PTK7 bispecific TOP1 ADC.

IDEAYA Biosciences is headquartered in South San Francisco, California, and extends its reach through collaborations with global pharmaceutical companies, including Servier, Pfizer, Gilead Sciences, GlaxoSmithKline (GSK), AstraZeneca and Jiangsu Hengrui Pharmaceuticals Co., Ltd.

IDEAYA Biosciences maintains a strong brand reputation, reflected in its analyst ratings with a consensus of "Moderate Buy" or "Buy" from seventeen covering firms. The average 12-month target price among brokerages is $48.6875. Analysts from RBC Capital and Jefferies have reiterated positive ratings despite recent trial data delays. The stock's appreciation indicates positive investor sentiment.

IDEAYA Biosciences has significant institutional ownership, ranging from approximately 66.51% to 98.29% of the company's stock. Major institutional owners include Fmr Llc, BlackRock, Inc., Janus Henderson Group Plc, Capital Research Global Investors, Vanguard Group Inc, State Street Corp, Baker Bros. Advisors Lp, Federated Hermes, Inc., Logos Global Management LP, and Adage Capital Partners Gp, L.l.c. Insiders own approximately 0.89% to 2.50% of the company's stock, with public companies and individual investors holding about 14.36% to 18.24%. Director Jeffrey Stein recently increased his stake by purchasing 50,000 shares on March 2, 2026.