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IDYA

IDEAYA Biosciencesdistress 3/10 · well-funded / low risk
$34.52-1%today-15% from 52w high
ideayabio.com145 employeesFounded 2015South San Francisco, CABiotechnology
Lead: Colorectal Cancer · est. market ~$12B (approx, global)
Revenue
pre-revenue
Liquidity
$973M
Runway
11.3 yrs
Shares 1y
+0%

Price & events

-4.6% over 6M
$27.60$34.05$40.51Jan 26Apr 26Jul 2610.0Mdilution: 424B5 offering (2026-06-09)dilution: 424B5 offering (2026-06-08)dilution: 424B5 offering (2026-05-05)dilution: S-3ASR shelf_registration (2026-05-05)catalyst: PHASE2 darovasertib (2026-06-30) — click to opencatalyst: IDE161 (2026-06-30) — click to opencatalyst: PHASE1,PHASE2 IDE397 (2026-06-30) — click to opencatalyst: PHASE3 darovasertib (2026-06-30) — click to opencatalyst: PHASE2,PHASE3 darovasertib (2026-06-01) — click to opencatalyst: PHASE1 IDE034 (2026-03-31) — click to opencatalyst: PHASE1 IDE892 (2026-03-31) — click to opencatalyst: PHASE1 IDE574 (2026-03-31) — click to opencatalyst: PHASE2,PHASE3 darovasertib + crizotinib (2026-03-31) — click to opencatalyst: PHASE2,PHASE3 darovasertib (2026-03-31) — click to openrating: Truist Securities: Buy (2026-07-07)rating: RBC Capital: Outperform (2026-07-07)rating: Wedbush: Outperform (2026-06-12)rating: Wedbush: Outperform (2026-06-02)rating: Mizuho: Outperform (2026-05-07)rating: Goldman Sachs: Neutral (2026-04-14)rating: Wells Fargo: Overweight (2026-04-14)rating: RBC Capital: Outperform (2026-04-14)
CatalystRating changeDilutionFinancingdashed = today
-1.4%
1D
-3.9%
1W
-1.1%
1M
+12.4%
3M
-0.8%
6M
+46.1%
1Y
-19.5%
2Y
+57.4%
5Y
+155.9%
All

Overview

Market Cap
$3.03B
Volume
63.09K
52 Week Range
$21.43 – $40.51
Total Shares
87.86M
Float Shares
87.08M
Short %
12.47%
% Held by Insiders
2.22%
% Held by Institutions
101.90%
RVOL
0.05x
Beta
-0.09

Pipeline stages · 8 programs

IDE-161, Pembrolizumab
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2026-10
IDE397, Sacituzumab govitecan
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2027-01-07
IDE196, Binimetinib, Crizotinib
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2027-01-15
Darovasertib
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2027-04-30
IDE034
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2027-07-30
IDE892, IDE397
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2028-04-30
IDE849, durvalumab, IDE161
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2029-05
IDE574, Fulvestrant injection
Preclin
Ph1
Ph2
Ph3
Filed
PDUFA
Approved
next 2030-03-30

Pipeline · 10 trials · 10 upcoming

ReadoutPhaseDrugIndicationEnrollStatus
2026-10
Estimated 50%
readout ~2026-10-31
Phase 1IDE-161, PembrolizumabAdvanced or Metastatic Solid Tumors, Breast Cancer, Ovarian Cancer, Prostate Cancer, Endometrial Cancer, Colorectal Cancer, Head and Neck Cancers, Extensive Stage Small Cell Lung Cancer (ES-SCLC), NSCLCactive not recruiting
2027-01-07
Estimated 50%
readout ~2027-02-06
Phase 1IDE397, Sacituzumab govitecanSolid Tumoractive not recruiting
2027-01-15
Estimated 50%
readout ~2027-03-31
Phase 2/3IDE196, Crizotinib, PembrolizumabMetastatic Uveal Melanomaactive not recruiting
2027-01-29
Estimated 50%
readout ~2027-03-15
Phase 1/2IDE196, Binimetinib, CrizotinibMetastatic Uveal Melanoma, Cutaneous Melanoma, Colorectal Cancer, Other Solid Tumorsrecruiting
2027-04-30
Estimated 50%
readout ~2027-06-14
Phase 2Darovasertibfast trackbreakthroughUveal Melanomaactive not recruiting
Show all 10 trials · 5 more ▾
ReadoutPhaseDrugIndicationEnrollStatus
2027-07-30
Estimated 50%
readout ~2027-08-29
Phase 1IDE034Esophageal Squamous Cell Carcinoma, High Grade Serous Ovarian Cancer, Head and Neck Squamous Cell Carcinoma, Colorectal Cancer, Castration-resistant Prostate Cancer, Non Small Cell Lung Cancer, Endometrium Cancer, Triple Negative Breast Cancerrecruiting
2028-04-30
Estimated 50%
readout ~2028-05-30
Phase 1IDE892, IDE397NSCLC Adenocarcinoma, Gastroesophageal Cancer (GC), Gastric Adenocarcinoma, Adenocarcinoma of Esophagus, Squamous Cell Car. - Esophagus, Urothelial Carcinoma (UC), Bladder Cancer, Mesothelioma, Pleural Mesothelioma, Peritoneal Mesothelioma, Non-Small Cell Lung Cancer NSCLC, Pancreatic Cancer, Biliary Tract Carcinomarecruiting
2029-05
Estimated 50%
readout ~2029-06-15
Phase 1/2IDE849, durvalumab, IDE161Small-cell Lung Cancer, Neuroendocrine Carcinomas, Solid Tumor Show to Express DLL3recruiting
2030-03-30
Estimated 50%
readout ~2030-04-29
Phase 1IDE574, Fulvestrant injectionER+, HER 2- Breast Cancer, Non-small Cell Lung Cancer (NSCLC), Castration-resistant Prostate Cancer (CRPC), Microsatellite Stable (MSS) Colorectal Carcinomarecruiting
2030-10
Estimated 50%
readout ~2030-12-15
Phase 3Darovasertibfast trackbreakthroughUveal Melanomarecruiting

Catalyst news & presentations · 24

Approved drugs (0)

  • none — clinical-stage

Capital structure — dilution & financing

Shares out: 87,860,920 · 3 offerings/1y · 0 PIPEs
  • 2026-06-09424B5offering
  • 2026-06-08424B5offering
  • 2026-05-05S-3ASRshelf_registration
  • 2026-05-05424B5offering
  • 2025-09-028-Kmaterial_agreement
  • 2024-12-308-Kmaterial_agreement
  • 2024-11-14SC 13G/Astrategic_stake
🔒 Positioning — Pro
Short interest / days-to-cover, insider buys & sells.
Upgrade to Pro
🔒 Top holders — Pro
Institutional ownership + quarter-over-quarter accumulation/trimming.
Upgrade to Pro

Wall St ratings

strong buy · target $52 (+51% upside) · 14 analysts
  • 2026-07-07Truist SecuritiesBuy
  • 2026-07-07RBC CapitalOutperform
  • 2026-06-12WedbushOutperform
  • 2026-06-02WedbushOutperform
  • 2026-05-07MizuhoOutperform
  • 2026-04-14Goldman SachsNeutral

Competitors — Colorectal Cancer

  • ABBVAbbVie Inc.$451.1B · D2
  • NVSEFNOVARTIS AG$292.0B · D3
  • RVMDRevolution Medicines, Inc.$40.3B · D1
  • BNTXBioNTech SE$23.1B · D1
  • SMMTSummit Therapeutics Inc.$11.6B · D3
  • VSTMVerastem, Inc.$515M · D5
  • CELG-RIBRISTOL MYERS SQUIBB CO$241M · D2
  • CRDFCardiff Oncology, Inc.$59M · D3
  • CNTXContext Therapeutics Inc.$57M · D2
  • AZNASTRAZENECA PLC · D3

Not financial advice. Data: ClinicalTrials.gov, SEC EDGAR, FINRA, Nasdaq, Yahoo.