IDEAYA Biosciences, Inc. (IDYA) Discusses Pipeline Progress and Upcoming Data Readout in Uveal Melanoma and ADC Programs Transcript
IDEAYA Biosciences, Inc. (IDYA) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
IDEAYA Biosciences, Inc. (IDYA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
IDEAYA Biosciences, Inc. (IDYA) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Ideaya Biosciences, Inc. is a precision oncology company with a robust pipeline, highlighted by lead asset darovasertib for uveal melanoma. IDYA's darovasertib shows promising Phase 2 results and multiple pivotal studies, with a potential $500M+ peak revenue opportunity and a strong partnership with Servier. The pipeline includes collaborations with major pharma and several near-term catalysts, suggesting IDYA's current $3.1B valuation undervalues its broader portfolio.
IDEAYA Biosciences, Inc. ( IDYA ) Citi's 2025 SMID Cap Biopharma Call Series November 6, 2025 12:00 PM EST Company Participants Yujiro Hata - Founder, President, CEO & Director Conference Call Participants Yigal Nochomovitz - Citigroup Inc., Research Division Presentation Yigal Nochomovitz Citigroup Inc., Research Division All right. Great. Hopefully, everyone is connected.
IDEAYA Biosciences' recent pipeline updates highlight promising clinical trial results, strengthening my confidence in their long-term growth potential. A robust financial position supports ongoing R&D investments and mitigates near-term cash flow risks. Key strengths include a diversified product portfolio and strong management execution, though regulatory and competitive risks remain.
IDEAYA Biosciences' valuation has declined over 50% since mid-2024, prompting a re-evaluation of its investment potential. The most advanced program, darovasertib, targets tumors with GNAQ/GNA11 mutations, showing promising clinical activity. With over $1 billion in cash and other investments, IDYA has 4–5 years of operational liquidity.
Ideaya Biosciences, Inc.'s stock has plummeted ~50% due to macroeconomic factors, Trump administration policies, and specific company challenges, impacting the entire biopharma sector. Trump's FDA policies and tariffs have disrupted IDYA's regulatory approvals and increased manufacturing costs, particularly affecting their Chinese supply chains. Despite market sentiment and analyst downgrades, IDYA's strategic moves, including key hires and partnerships, position it for potential future success.
The heavy selling pressure might have exhausted for IDEAYA Biosciences (IDYA) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
IDEAYA Biosciences, Inc. (IDYA) came out with a quarterly loss of $1.49 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to loss of $0.52 per share a year ago.
Ideaya Biosciences, Inc.'s darovasertib + crizotinib combination is being explored in the potential registration-enabling phase 2/3 study targeting patients with 1st-line HLA-A2-negative metastatic uveal melanoma; mPFS data expected end of 2025. Darovasertib is also being evaluated in another phase 2 study as a monotherapy targeting neoadjuvant uveal melanoma patients, with data expected in 2025. The global uveal melanoma treatment market is projected to reach $3.22 billion by the end of 2034.