Home › Companies › IDYA

Pipeline (14 active programs)

Technology platforms

Discontinued (7)

• IDE705 — undisclosed · GSK terminated the collaboration agreement in December 2025; company does not intend to continue clinical development of IDE705 in combination with niraparib or other PARP inhibitors
• IDE397 — Urothelial Cancer · strategic deprioritization; concluded enrollment in combination trial with Trodelvy
• IDE397 — Non-Small Cell Lung Cancer · deprioritized clinical activity with Gilead evaluating the combination of IDE397 and Trodelvy
• IDE275 — Microsatellite Instability-High Tumors · termination of collaboration with GlaxoSmithKline; strategic deprioritization
• IDE705 — undisclosed · termination of collaboration with GlaxoSmithKline; strategic deprioritization
• IDE275 — undisclosed · termination of collaboration with GlaxoSmithKline; strategic deprioritization
• IDE275 — undisclosed · termination of collaboration with GlaxoSmithKline; strategic deprioritization

Capital (as filed)

Cash

$261M cash and cash equivalents · Sep 30, 2026 (10-Q)

Short-term investments

$577M Sep 30, 2026

Long-term investments

$312M Sep 30, 2026

Operating cash flow

−$93.5M quarter Jun 30, 2026 → Sep 30, 2026, year-to-date difference (10-Q)

As stated in coverage

$1.15B cash, runway into 2030 per the update of Nov 3, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (4)

• 2026-11-04 UPDATE: IDEAYA Biosciences (IDYA) - The Quiet Demotion Goes Official 🔒 Paid
• 2026-10-24 UPDATE: IDEAYA Biosciences (IDYA) - The Survival Number Arrives, the Deadline Slips 🔒 Paid
• 2026-10-20 UPDATE: IDEAYA Biosciences (IDYA) - The ESMO Preview: A Wider Net, Thin Threads 🔒 Paid
• 2026-09-14 IDEAYA Biosciences (IDYA) - Scientific Deep Dive for Darovasertib, IDE849 and Pipeline Products 🔒 Paid

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (4 calls)

Every verdict Biotech Distilled has published on IDEAYA Biosciences, oldest first — the full history, never a selection. How calls are scored: the track record.

1. 2026-09-14 Watch IDEAYA Biosciences (IDYA) - Scientific Deep Dive for Darovasertib, IDE849 and Pipeline Products The proven asset (darovasertib) is worth less than the market cap and the valuation-carrying assets (IDE849, MTAP) are unproven in the populations that matter, with key tests imminent.
2. 2026-10-20 Watch UPDATE: IDEAYA Biosciences (IDYA) - The ESMO Preview: A Wider Net, Thin Threads ESMO data adds a believable post-Kimmtrak second-line lane but the HLA-positive first-line claim rests on 4/11 responders and nothing changes the IDE849 question that carries the incremental valuation.
3. 2026-10-24 Watch UPDATE: IDEAYA Biosciences (IDYA) - The Survival Number Arrives, the Deadline Slips Hengrui's survival data is the strongest yet but applies to tarlatamab-naive Chinese patients; the Western post-tarlatamab readout that would justify an upgrade has slipped to end-2026 or early 2027.
4. 2026-11-04 Watch UPDATE: IDEAYA Biosciences (IDYA) - The Quiet Demotion Goes Official OptimUM-10 closure removes the neoadjuvant Phase 3 and redirects savings to unproven programs; the NDA is filed but the gating IDE849 Western post-tarlatamab data is still outstanding.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (1 quote from 1 filing)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

• 2026-11-03 8-K in filings ↓

  • “Updated data from Hengrui-sponsored Phase 1 trial of IDE849 (DLL3 TOP1 ADC) presented at ESMO 2026 demonstrates robust anti-tumor activity and encouraging survival benefit in relapsed small cell lung cancer (SCLC) and neuroendocrine carcinomas (NEC); initial data from IDEAYA-sponsored global Phase 1/2 trial expected by the end of 2026 / early 2027”

    matched to IDE849 · topline data · read as early 2027

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (24)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Sep 28, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

• Nov 4, 2026ReleaseIDEAYA Biosciences to Participate in Upcoming November 2026 Investor Relations Events
• Nov 3, 2026ReleaseIDEAYA Biosciences Reports Financial Results for the Third Quarter 2026 and Provides a Business Update→ BD updateSummary on the 8-K
• Nov 3, 20268-KCurrent report: results of operations · EX-99.1→ BD updateOptimUM-010 is formally dead — IDEAYA just canceled the neoadjuvant Phase 3, banking $100-125M in savings to fund two IDE849 registrational trials (SCLC and NEC). The Q3 10-Q confirms the burn is accelerating and the SCLC bet is scaling fast.
• Nov 3, 202610-QQuarterly report→ BD updateSummary on the 8-K
• Oct 23, 2026ReleaseIDE849 (SHR-4849) DLL3 TOP1 ADC Updated Phase 1 Results at ESMO 2026 Demonstrates Promising Anti-Tumor Activity and Preliminary Overall Survival Results in Relapsed Small Cell Lung Cancer and Neuroend→ BD updateIDE849's Hengrui Phase 1 at ESMO delivers the first OS data — 17.4-month median in second-line SCLC and a 65.4% confirmed response rate in brain-met patients — numbers that compare favorably to tarlatamab's randomized 13.6-month OS benchmark, while IDEAYA's own Western trial flashes an early safety split between the two candidate Phase 3 doses.BD extracted 1 program update from this document → IDYA pipeline
• Oct 19, 2026ReleaseIDEAYA Biosciences and Servier Announce Data From Three Clinical Trials at ESMO 2026 Supporting the Potential of Darovasertib to Become a Foundational New Therapy for Patients Across the Treatment Jou→ BD updateAhead of Saturday's ESMO poster session, IDEAYA dropped the full data package: OptimUM-01 shows a 27.1-month median OS in treatment-naïve HLA-A*02:01-positive patients and a 35.7% ORR after prior tebentafusp — the first evidence darovasertib sequences cleanly through Kimmtrak — while OptimUM-09 holds its 57% eye preservation rate with 86.3% of patients metastasis-free at 15 months.BD extracted 1 program update from this document → IDYA pipeline
• Sep 28, 2026ReleaseIDEAYA Biosciences Announces the Promotion of Dr. Michael White to President, Research and Development
• Aug 4, 20268-KCurrent report: results of operations · EX-99.1
• Aug 4, 202610-QQuarterly report
• Jun 23, 20268-KCurrent report: shareholder vote, other events
• Jun 10, 20268-KCurrent report: other events
• Jun 9, 2026424B5Prospectus supplement (offering)
• Jun 8, 2026424B5Prospectus supplement (offering)
• Jun 3, 20268-KCurrent report: other events
• Jun 1, 20268-KCurrent report: Reg FD disclosure, other events · EX-99.1
• May 5, 2026S-3ASRAutomatic shelf registration
• May 5, 20268-KCurrent report: other events
• May 5, 20268-KCurrent report: results of operations · EX-99.1
• May 5, 2026424B5Prospectus supplement (offering)
• May 5, 202610-QQuarterly report
• Apr 30, 2026DEFA14AProxy soliciting material
• Apr 29, 2026DEF 14AProxy statement
• Apr 13, 20268-KCurrent report: other events
• Apr 9, 20268-KCurrent report: other events