IDEAYA Biosciences, Inc. (IDYA)

In the past six months, IDYA's stock has trended down by 6.61%, although it has trended up by 58.38% over the past year. On April 13, 2026, IDEAYA Biosciences and Servier announced positive topline results from their Phase 2/3 registrational trial of darovasertib in combination with crizotinib, leading to a surge in retail sentiment. On April 30, 2026, IDEAYA announced its intention to initiate a New Drug Application (NDA) submission for darovasertib, with the FDA's agreement to review under RTOR. On May 5, 2026, the company reported its first-quarter 2026 financial results, highlighting approximately $972.9 million in cash, cash equivalents, and marketable securities, with cash runway guidance into 2030. In the past three months, IDEAYA Biosciences insiders have bought more of the company's stock than they have sold, with one director buying 50,000 shares in March 2026.

The provided information indicates that data is available to identify seasonal patterns in IDEAYA Biosciences, Inc.'s monthly returns. However, the specific details regarding demand seasonality for IDEAYA Biosciences' products and services are not directly accessible in the provided search results without further access to specialized data.

IDEAYA Biosciences, Inc. is a precision medicine oncology company focused on discovering, developing, and commercializing transformative cancer therapies. They operate in the biotechnology and drug discovery sectors, targeting therapeutics for patient populations selected using molecular diagnostics. The company integrates expertise in small-molecule drug discovery, structural biology, and bioinformatics with internal capabilities in identifying and validating translational biomarkers, with a primary focus on synthetic lethality. Darovasertib (IDE196) is an oral PKC inhibitor for cancers with GNAQ or GNA11 gene mutations. IDE397 is a MAT2A inhibitor for MTAP-deleted tumors. IDE161 is a PARG inhibitor for tumors with homologous recombination deficiency (HRD). IDE849 is a DLL3 antibody-drug conjugate (ADC) inhibitor for small cell lung cancer (SCLC) and neuroendocrine carcinomas. IDE705 (GSK101) is a Poly Theta Helicase inhibitor in Phase 1 clinical trial for tumors with BRCA or other mutations associated with HRD. IDE275 is an oral small molecule inhibitor of the helicase domain of the Werner protein (WRN), in a Phase 1 clinical trial for high MSI tumors. IDE034 is a B7H3/PTK7 topo-I-payload bispecific BsADC. IDE892 is a PRMT5 inhibitor. IDE574 selectively inhibits KAT6/7 and is in a Phase 1 dose escalation trial for patients with breast, lung, prostate, and colorectal cancers. The company also engages in preclinical research programs and utilizes a DECIPHER dual CRISPR library, INQUIRE chemical library, and HARMONY machine-learning engines to enhance its drug discovery platform. IDEAYA has strategic alliances and clinical collaboration agreements with companies such as GlaxoSmithKline, Pfizer Inc., Gilead Sciences, Inc., Novartis, Biocytogen, Cancer Research UK, the University of Manchester, Jiangsu Hengrui Pharmaceuticals Co., Ltd., Les Laboratoires Servier, and AstraZeneca plc.

IDEAYA Biosciences, Inc. is headquartered in South San Francisco, California, United States. While its primary operations are based in the U.S., the company's strategic alliances and license agreements extend its reach internationally. For instance, it has an exclusive license agreement with Jiangsu Hengrui Pharmaceuticals Co., Ltd. for worldwide rights of IDE849 outside of Greater China. Additionally, IDEAYA retains U.S. commercial rights for darovasertib through an exclusive license agreement with Servier.

IDEAYA Biosciences generally holds a positive brand reputation within the healthcare and biotech investment community. The company has received a consensus rating of "Moderate Buy" from analysts, based on 15 buy ratings, 1 hold rating, and 1 sell rating. Analysts have also flagged the positive results from the OptimUM-02 trial as a major near-term catalyst, with some brokerages raising price targets. Retail sentiment on platforms like Stocktwits jumped to "extremely bullish" following the positive trial data and FDA review news. There is no specific information in the provided search results indicating events that have negatively affected IDEAYA Biosciences' reputation in the past year.

IDEAYA Biosciences, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, ranging from approximately 32.76% to 98.29%. 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, Adage Capital Partners Gp, L.l.c., Point72 Asset Management, L.P., Candriam Luxembourg S.C.A., Allspring Global Investments Holdings LLC, Bank of New York Mellon Corp and Pictet Asset Management Holding SA. Individual ownership, including public companies and retail investors, accounts for approximately 51.93% of the stock. Insider buying activity has been observed in the past three months.