IDEAYA Biosciences
Develops biomarker-selected cancer drugs across small molecules and antibody-drug conjugates.
Something off on this page? Send us feedback.
Profile
Develops biomarker-selected cancer medicines, led by darovasertib for uveal melanoma and additional antibody-drug conjugate, synthetic-lethality, and epigenetic programs. Revenue comes from collaborations rather than product sales, with U.S. darovasertib rights retained and Servier holding rights elsewhere.
Develops biomarker-selected cancer therapies for molecularly defined solid tumors, spanning small-molecule inhibitors and antibody-drug conjugates. Darovasertib, a PKC inhibitor for uveal melanoma, is the most advanced program, with a U.S. approval application underway; IDE849 and IDE034 anchor the antibody-drug conjugate pipeline, while IDE397, IDE892, IDE161, and IDE574 target synthetic-lethality or epigenetic pathways.
Combines internal drug discovery, structural biology, bioinformatics, and translational-biomarker capabilities with licensed assets and clinical collaborations. Selected partners supply combination therapies, conduct regional trials, or hold regional rights.
Has no approved products or product-sales revenue. Commercialization depends on successful trials, regulatory approval, third-party manufacturers, and sales infrastructure still being built. U.S. rights to darovasertib remain in-house, while Servier controls its development and commercialization elsewhere.
Company facts
Key statistics
Year to date +18.6% · Average volume (30d) 737.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 5, 2026 | Wedbush | Reiterate | Outperform | $58 | $60 |
| Jul 7, 2026 | Truist Financial | Target | $65 | $63 | |
| Jul 7, 2026 | RBC Capital | Reiterate | Outperform | $53 | $48 |
| Apr 14, 2026 | Wedbush | Reiterate | Outperform | $52 | $58 |
| Apr 14, 2026 | RBC Capital | Reiterate | Outperform | $45 | $53 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | −$1.06 | −$1.22 | −15.1% | $8.0M | $8.9M | +10.4% | +2.01% |
| May 5, 2026Q1 FY26 | −$1.07 | −$1.11 | −3.7% | $5.0M | $6.6M | +30.2% | −0.21% |
| Feb 17, 2026Q4 FY25 | −$0.95 | −$0.94 | +1.2% | $6.3M | $10.9M | +72.5% | +0.52% |
| Nov 4, 2025Q3 FY25 | −$0.95 | $1.33 | +240.6% | $5.9M | $207.8M | +3,395.1% | −2.69% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $207.8M | $10.9M | $6.6M | $8.9M | |
| Gross profit | −$70.9M | −$74.2M | $124.8M | −$75.7M | −$89.2M | $8.9M | |
| Operating income | −$84.4M | −$88.8M | $108.5M | −$94.6M | −$108.5M | −$122.3M | |
| Net income | −$72.2M | −$77.5M | $119.2M | −$83.3M | −$98.5M | −$112.5M | |
| Diluted EPS | −$0.82 | −$0.88 | $1.33 | −$0.94 | −$1.11 | −$1.22 | |
| Gross margin | — | — | 60.1% | -696.2% | -1,359.2% | 100.0% | |
| Operating margin | — | — | 52.2% | -869.5% | -1,654.6% | -1,380.7% |
Fiscal years (4-quarter sums)FY21 $27.9M · FY22 $50.9M · FY23 $23.4M · FY24 $7.0M · FY25 $218.7M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $829.0M · Total debt $29.3M · Total assets $1.31B · Shareholders' equity $1.20B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 95.08M · Float 87.08M · 91.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 14.11M | 14.84% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 8.89M | 9.35% | 13F | Aug 7, 2026 |
| Jupiter Topco LLC | 8.58M | 9.02% | 13F | Aug 14, 2026 |
| Janus Henderson Group PLC | 7.27M | 8.30% | 13G | May 15, 2026 |
| Capital Research Global Investors | 5.34M | 5.62% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 7, 2026 | Briseno Andres Ruiz | officer: Chief Accounting Officer | −9,550 | $40.01 |
| Mar 2, 2026 | Jeffrey Stein | director | +50,000 | $32.96 |
Peers
- Immunocore (ADR)
Commercial benchmark in metastatic uveal melanoma
- Aura Biosciences
Vision-sparing rival in early choroidal melanoma
- Delcath Systems
Liver-directed approved option in metastatic UM
- Tango Therapeutics
MTAP-deleted tumor rival through PRMT5
- Novartis (ADR)
ADR peer in MUM and WRN/MSI-high oncology
- Zai Lab (ADR)
DLL3 TOP1 ADC rival in SCLC and NEC
- Amgen
Approved DLL3 therapy plus PRMT5 overlap
- Replimune Group
Oncolytic immunotherapy in metastatic UM
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| IDEAYA Biosciences | $40.11 | −0.05% | $3.81B | — | — | 16.3 | — |
| Immunocore (ADR) | $36.62 | −0.03% | $1.86B | — | — | 4.6 | −13.7% |
| Aura Biosciences | $7.40 | +0.07% | $765.4M | — | — | — | — |
| Delcath Systems | $16.00 | −2.02% | $564.1M | 1,256.9 | — | 5.9 | +20.6% |
| Tango Therapeutics | $23.49 | +0.56% | $3.80B | — | — | 70.6 | −100.0% |
| Novartis (ADR) | $153.81 | 0.00% | $292.35B | 23.2 | 16.4 | 5.3 | +0.9% |
| Zai Lab (ADR) | $26.08 | 0.00% | $2.95B | — | — | 6.6 | −3.3% |
| Amgen | $430.27 | −0.49% | $233.38B | 26.9 | 18.4 | 6.1 | +9.7% |
| Replimune Group | $15.45 | −0.39% | $1.30B | — | — | — | — |
| Median | 26.9 | 17.4 | 6.0 | −1.2% |