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
$27.33
Low target
$24.00
High target
$32.00
Baird
Maintains
$24.00
Citigroup
Initiated
$26.00
Guggenheim
Maintains
$32.00
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
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
4
Jeffrey Stein
10 Jun 22
4
Malcolm Garret Hampton
10 Jun 22
SC 13G
BIOTECHNOLOGY VALUE FUND L P
2 May 22
Financial summary
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| 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 | 1.22 mm | n/a | 10.27 mm | 18.24 mm | 15.18 mm |
| Cash remaining | n/a | 100.84 mm | n/a | 91.79 mm | 83.82 mm | 86.88 mm |
| Runway (months of cash) | n/a | 186.9 | n/a | 20.2 | 10.4 | 13.0 |
Institutional ownership, Q2 2022
85.0% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 99 |
| Opened positions | 10 |
| Closed positions | 17 |
| Increased positions | 30 |
| Reduced positions | 37 |
| 13F shares | Current |
|---|---|
| Total value | 915.45 mm |
| Total shares | 40.88 mm |
| Total puts | 0.00 |
| Total calls | 330.50 k |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Logos Global Management | 3.75 mm | $51.75 mm |
| Avidity Partners Management | 2.97 mm | $41.03 mm |
| BVF | 2.79 mm | $38.57 mm |
| Canaan Partners X | 2.66 mm | $36.72 mm |
| BLK Blackrock | 2.62 mm | $36.19 mm |
| Boxer Capital | 2.20 mm | $30.40 mm |
| FHI Federated Hermes | 2.16 mm | $29.84 mm |
| Biotechnology Value Fund L P | 1.96 mm | $21.00 mm |
| T. Rowe Price | 1.89 mm | $26.03 mm |
| Vanguard | 1.75 mm | $24.19 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 |
| 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
IDEAYA Biosciences Receives FDA Fast Track Designation for Darovasertib Combination Therapy with Crizotinib for the Treatment of Metastatic Uveal Melanoma
5 Dec 22
Baird Maintains Outperform on IDEAYA Biosciences, Raises Price Target to $24
18 Nov 22
IDEAYA Biosciences Q3 EPS $0.04 Up From $(0.31) YoY, Sales $29.70M Up From $8.98M YoY
8 Nov 22
Benzinga's Top Ratings Upgrades, Downgrades For October 27, 2022
27 Oct 22
Where IDEAYA Biosciences Stands With Analysts
27 Oct 22
Press releases
IDEAYA Biosciences Receives Fast Track Designation for Darovasertib Combination Therapy with Crizotinib for the Treatment of Metastatic Uveal Melanoma
5 Dec 22
IDEAYA Biosciences Announces Agenda Topics and Key Opinion Leader Presenters for Investor R&D Day Webcast on Monday, December 12, 2022
29 Nov 22
IDEAYA Biosciences Appoints Darrin M. Beaupre, M.D., Ph.D., as Chief Medical Officer to Lead Clinical Development of Expanding Clinical Pipeline
28 Nov 22
IDEAYA Biosciences, Inc. Reports Third Quarter 2022 Financial Results and Provides Business Update
8 Nov 22
IDEAYA Biosciences Announces Plans for Investor R&D Day and Participation in Upcoming Investor Conferences
1 Nov 22