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IDIDYA

IDEAYA Biosciences, Inc.

$IDYA·$2.5B·Biotechnology·Healthcare
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Mentions · last 7 days
2026-06-07: 1 posts2026-06-08: 38 posts2026-06-09: 52 posts2026-06-10: 11 posts2026-06-11: 7 posts2026-06-12: 14 posts2026-06-13: 5 posts128+4%
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IDIDYA
IDEAYA Biosciences, Inc.$IDYA
——128 posts+4%
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $IDYA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-06-14

The move has stalled — likely just drifts unless something new shows up.

IDEAYA Biosciences is the synthetic-lethality oncology biotech with thin chatter — Q1 revenue $6.6M, operating margin -1,654%.

IDEAYA Biosciences is a clinical-stage oncology biotech focused on synthetic-lethality and other precision-cancer programs. The 2026 picture from the data: last quarter revenue was $6.56M (small base, collaboration-heavy) with operating margin at -1,655% on the quarterly line. The stock sits at 45% of its 52-week range, essentially flat to the 200-day moving average. At trailing P/E -18.4x and 11.3x sales the multiple is signal-less; the equity is priced on the next clinical-readout calendar. No X chatter is in the bundle and no insider activity to point to. The bull case is IDYA's positioning in the same pan-KRAS / synthetic-lethality space as RVMD, TNGX and ERAS; the bear case is the lack of a near-term high-conviction catalyst. What flips the call: a positive Phase 1 / 2 readout on a lead asset, or a confirmed strategic-partnership announcement.

What to watch: August 4 Q2 earnings — needs any clinical-readout color and operating-runway commentary. A positive lead-program readout, or strategic-partnership announcement, extends the move; a negative readout or any dilutive raise is the call-changer.

On the calendar: 2026-08-04 — Q2 2026 earnings

no sentiment data

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What it does

Plain-English summary of the business — what they sell and how they make money.

IDEAYA Biosciences, Inc. is a precision oncology company primarily dedicated to identifying and advancing targeted therapies, particularly leveraging the concept of synthetic lethality. The firm aims to develop specific treatments for patient groups selected through molecular diagnostic methods. At the forefront of its clinical efforts are two investigational drugs. IDE397, a methionine adenosyltransferase 2a (MAT2A) blocking agent, is currently in early-stage (Phase I) trials for solid tumors exhibiting methylthioadenosine phosphorylase (MTAP) deletions. Its second primary candidate, IDE196, a protein kinase C (PKC) inhibitor, is progressing through Phase I/II studies, targeting genetically defined cancers characterized by GNAQ or GNA11 gene mutations. Beyond its clinical pipeline, IDEAYA's earlier-stage portfolio includes several synthetic lethality programs. These encompass a PARG inhibitor designed to address tumors with specific genetic or molecular biomarkers, Pol Theta inhibitors aimed at cancers presenting with BRCA or other homologous recombination deficiency (HRD) mutations, and WRN inhibitors for tumors demonstrating high microsatellite instability (MSI-H). The company also engages in significant collaborations. It has a joint research effort with Cancer Research UK and the University of Manchester, focusing on small molecule inhibitors of Poly (ADP-ribose) glycohydrolase. Furthermore, IDEAYA maintains a partnership with Pfizer Inc. for the clinical development and supply in Phase I/II trials across metastatic uveal melanoma, skin melanoma, and other solid tumors, alongside a strategic alliance with GlaxoSmithKline plc. IDEAYA Biosciences, Inc. was established in 2015 and operates from its headquarters in South San Francisco, California.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $IDYA.

Biotechnology · Healthcare

GLP-1 obesity pipeline competition and clinical binary events are the twin forces bifurcating biotech — ALT and VKTX carry high risk/reward ratios in the obesity race while IBRX's bladder/pancreatic immunotherapy catalysts define the oncology binary calendar. Gene editing (CRSP, BEAM, NTLA) is entering commercial maturation with Casgevy revenue scaling.

See how Biotechnology shapes $IDYA

  • Where the industry is in its cycle and the catalysts moving it now
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Top industry ETF

$IBBiShares Biotechnology ETF
+0.6%YTD
+32.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-18.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-19.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-81.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-14.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
99.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$-1.11$-1.07-3.7%
Q4 2025Feb 17, 2026$-0.94$-0.95+1.2%
Q3 2025Nov 4, 2025$1.33$-0.95+240.6%
Q2 2025Aug 5, 2025$-0.88$-0.85-3.5%
Next earningsTue, Aug 4·consensus EPS $-1.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.6M—82.6%-1655%$-1.11$-76.1M
Q4 FY25$10.9M+55.4%100%-870%$-0.94$-90.8M
Q3 FY25$207.8M—100%52.2%$1.35$142.2M
Q2 FY25$0———$-0.88$-63.1M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.4M$5.8M – $55.3M-$4.32-$4.75 – -$3.6713
FY27$114.9M$23.2M – $165.2M-$3.74-$4.67 – -$1.3112
FY28$255.1M$254.8M – $255.3M-$2.95-$4.01 – $0.1913
FY29$575.8M$99.6M – $1.0B-$0.90-$1.80 – $0.0712
FY30$1.0B$181.0M – $1.9B$2.19-$0.16 – $4.406

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.45%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 87.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $IDYA is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMar 2Jeffrey SteinDirector50.0K sh$1.6M
+ 7 other (7 awards) in window

See when $IDYA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jun 9424B5
AI summary

IDEAYA Biosciences' final prospectus supplement for its June 2026 equity offering: 5,555,556 shares at $27.00 per share plus 5,555,576 pre-funded warrants at $26.9999 per warrant, for total gross proceeds of $300 million; underwriting discount of $1.62 per share; delivery June 10, 2026. Joint bookrunners: J.P. Morgan, Jefferies, TD Securities, UBS, and Cantor Fitzgerald, with an overallotment option for 1,666,669 additional shares. This approximately $282 million net raise funds IDEAYA's clinical development pipeline anchored by the uveal melanoma registrational study.

424B5Prospectus supplement (offering)Jun 8424B5
AI summary

IDEAYA Biosciences filed a preliminary (Subject to Completion) prospectus supplement on June 8, 2026 for a $300 million common stock and pre-funded warrants offering (exact share count and price to be determined by bookbuild), with an overallotment option for an additional $45 million. This is the draft form of the offering finalized on June 9, 2026 at $27.00 per share for total $300 million gross proceeds. No economic terms are locked in this preliminary filing.

3New insider — initial holdingsJun 53
AI summary

Theodora Ross, newly appointed Chief Development Officer at IDEAYA Biosciences (IDYA), filed a Form 3 on June 5, 2026 reporting no directly held common shares but disclosing 297,200 stock options at $31.90/share expiring February 26, 2036. The options vest 25% on the first anniversary of her February 23, 2026 commencement date and 1/48th monthly thereafter. Routine initial Section 16 beneficial ownership disclosure for a newly appointed executive officer.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

IDEAYA Biosciences and partner Servier presented complete Phase 2/3 OptimUM-02 registrational trial data at ASCO 2026 as a late-breaking oral presentation: 313 patients with first-line HLA*A2:01-negative metastatic uveal melanoma were randomized 2:1 to darovasertib plus crizotinib versus investigator's choice immunotherapy. The primary endpoint of median progression-free survival by blinded central review showed a statistically significant benefit over immunotherapy, supporting a potential FDA accelerated approval submission for the first targeted therapy in this indication.

424B5Prospectus supplement (offering)May 5424B5
AI summary

IDEAYA Biosciences filed a 424B5 prospectus supplement on May 5, 2026 for its existing ATM offering under the Sales Agreement with Jefferies LLC (originally dated January 19, 2024), covering the remaining approximately $156.6 million of aggregate gross proceeds still available under the $350 million total ATM capacity. Of the $350 million total, $193.4 million had already been raised under a prior prospectus supplement; the updated 424B5 is filed against IDEAYA's new S-3ASR shelf (JOB 89) following the termination of the prior S-3. IDYA's May 1, 2026 closing price was $28.19 per share.

S-3ASRAuto-shelf registrationMay 5S-3ASR
AI summary

IDEAYA Biosciences filed a new automatic shelf registration statement (S-3ASR) on May 5, 2026 to replace its prior S-3 (filed June 26, 2023 and expiring June 26, 2026); the new shelf covers common stock, preferred stock, debt securities, warrants, and units and is effective immediately upon filing as a large accelerated filer. Pursuant to Rule 415(a)(6), the prior registration statement was simultaneously terminated. The companion 424B5 ATM prospectus supplement (JOB 88) transfers the remaining approximately $156.6 million ATM capacity to this new shelf.

8-KPress release / Reg FDJan 128-K — Item 7.01: Press release / Reg FD
+ 19 other (6 routine 8-Ks · 5 13Gs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ideaya Biosciences: 'Strong Buy' On Darovasertib NDA Filing Submission Completion In H2 2026seekingalpha.com·3d agoIDEAYA Announces Closing of Public Offering Including Full Exercise of Underwriters' Option to Purchase Additional Sharesprnewswire.com·4d agoIDEAYA Announces Pricing of $300 Million Offering of Common Stock and Pre-Funded Warrantsgurufocus.com·6d agoIDEAYA Announces Pricing of $300 Million Offering of Common Stock and Pre-Funded Warrantsprnewswire.com·6d agoIDEAYA Announces Proposed Public Offering of Common Stock and Pre-Funded Warrantsprnewswire.com·6d ago

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