IDEAYA Biosciences Inc. is a synthetic lethality-focused precision medicine oncology company committed to the discovery and development of targeted therapeutics for patient populations selected using molecular diagnostics. IDEAYA's approach integrates capabilities in identifying and validating translational biomarkers with drug discovery to select patient populations most likely to benefit from its targeted therapies. IDEAYA is applying its early research and drug discovery capabilities to synthetic lethality - which represents an emerging class of precision medicine targets.
Company profile
Ticker
IDYA
Exchange
Website
CEO
Yujiro Hata
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
IRS number
474268251
IDYA stock data
Analyst ratings and price targets
Current price
Average target
$26.50
Low target
$24.00
High target
$29.00
Capital One
Initiated
$29.00
Baird
Maintains
$24.00
Latest filings (excl ownership)
10-Q
2022 Q3
Quarterly report
8 Nov 22
8-K
IDEAYA Biosciences, Inc. Reports Third Quarter 2022
8 Nov 22
8-K
Other Events
19 Sep 22
424B5
Prospectus supplement for primary offering
15 Sep 22
424B5
Prospectus supplement for primary offering
14 Sep 22
8-K
Other Events
14 Sep 22
10-Q
2022 Q2
Quarterly report
15 Aug 22
8-K
IDEAYA Biosciences, Inc. Reports Second Quarter 2022
15 Aug 22
8-K
IDEAYA Announces Clinical Trial Collaboration with Amgen to Evaluate MAT2A-PRMT5 Synthetic Lethality Combination in MTAP Deleted Tumors
27 Jul 22
8-K
Submission of Matters to a Vote of Security Holders
10 Jun 22
Transcripts
Latest ownership filings
SC 13G/A
FEDERATED HERMES, INC.
1 Feb 23
SC 13G/A
BlackRock Inc.
31 Jan 23
3
Darrin Beaupre
14 Dec 22
SC 13G
ADAGE CAPITAL PARTNERS GP, L.L.C.
27 Oct 22
4
WENDY L YARNO
10 Jun 22
4
TIMOTHY M SHANNON
10 Jun 22
4
TERRY J ROSEN
10 Jun 22
4
Susan L. Kelley
10 Jun 22
4
Susan L. Kelley
10 Jun 22
4
Scott W Morrison
10 Jun 22
Financial summary
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| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|
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| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 102.06 mm | 102.06 mm | 102.06 mm | 102.06 mm | 102.06 mm | 102.06 mm |
| Cash burn (monthly) | (no burn) | 539.50 k | (no burn) | 4.54 mm | 8.06 mm | 6.71 mm |
| Cash used (since last report) | n/a | 2.27 mm | n/a | 19.07 mm | 33.86 mm | 28.18 mm |
| Cash remaining | n/a | 99.79 mm | n/a | 82.99 mm | 68.20 mm | 73.88 mm |
| Runway (months of cash) | n/a | 185.0 | n/a | 18.3 | 8.5 | 11.0 |
Institutional ownership, Q3 2022
| 13F holders | Current |
|---|---|
| Total holders | 115 |
| Opened positions | 28 |
| Closed positions | 12 |
| Increased positions | 46 |
| Reduced positions | 22 |
| 13F shares | Current |
|---|---|
| Total value | 709.23 mm |
| Total shares | 49.01 mm |
| Total puts | 0.00 |
| Total calls | 308.90 k |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Logos Global Management | 4.14 mm | $61.69 mm |
| Avidity Partners Management | 3.72 mm | $55.43 mm |
| BVF | 3.29 mm | $49.16 mm |
| FHI Federated Hermes | 2.86 mm | $42.70 mm |
| BLK Blackrock | 2.68 mm | $39.92 mm |
| Canaan Partners X | 2.66 mm | $39.70 mm |
| Boxer Capital | 2.20 mm | $32.87 mm |
| Biotechnology Value Fund L P | 1.96 mm | $21.00 mm |
| Vanguard | 1.92 mm | $28.72 mm |
| T. Rowe Price | 1.86 mm | $27.74 mm |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 9 Jun 22 | Hampton Malcolm Garret | Stock Option Common Stock | Grant | Acquire A | No | No | 12.29 | 11,000 | 135.19 k | 11,000 |
| 9 Jun 22 | Stein Jeffrey | Stock Option Common Stock | Grant | Acquire A | No | No | 12.29 | 11,000 | 135.19 k | 11,000 |
| 9 Jun 22 | Morrison Scott W | Stock Option Common Stock | Grant | Acquire A | No | No | 12.29 | 11,000 | 135.19 k | 11,000 |
| 9 Jun 22 | Kelley Susan L. | Stock Option Common Stock | Grant | Acquire A | No | No | 12.29 | 11,000 | 135.19 k | 11,000 |
News
IDEYA Initiated Phase 2 Clinical Trial Evaluating Darovasertib As Neoadjuvant Treatment Of Uveal Melanoma Prior To Primary Interventional Treatment Of Enucleation Or Radiation Therapy
23 Jan 23
IDEAYA Announces IND Clearance By U.S. FDA Enabling Phase 1 Initiation For First-in-Class PARG Development Candidate IDE161
9 Jan 23
Benzinga's Top Ratings Upgrades, Downgrades For December 28, 2022
28 Dec 22
Capital One Initiates Coverage On IDEAYA Biosciences with Overweight Rating, Announces Price Target of $29
28 Dec 22
IDEAYA Biosciences Announces Submission Of IND Application To The U.S. FDA For PARG Development Candidate IDE161
12 Dec 22
Press releases
IDEAYA Biosciences to Participate in the 2023 Guggenheim Oncology Conference
1 Feb 23
IDEAYA Announces Darovasertib Phase 2 Initiation in Neoadjuvant and Adjuvant Uveal Melanoma and Guidance for Clinical Data Update in Metastatic Uveal Melanoma
23 Jan 23
IDEAYA Announces IND Clearance by U.S. FDA enabling Phase 1 Initiation for First-in-Class PARG Development Candidate IDE161
9 Jan 23
IDEAYA Biosciences to Present at the 41st Annual J.P. Morgan Healthcare Conference on Tuesday, January 10, 2023
3 Jan 23
IDEAYA Biosciences Appoints Dr. Karlene Cimprich, Ph.D. and Dr. Kornelia Polyak, M.D., Ph.D. to Scientific Advisory Board
19 Dec 22