IDYA Stock — IDEAYA Biosciences Inc.: Cash, EV, Pipeline

Share price

$38.41

Market cap

$3,706.2M

Cash

$829.0M

Enterprise value

$2,877.2M

Balance sheet

Cash	$829.0M
Debt	$0.0M
Net cash	$829.0M
Enterprise value	$2,877.2M
Basic shares	96.4M shares
Fully diluted shares	121.9M shares
Fully diluted market cap	$4,682.2M
Cash per share	$8.60

Cash figures as of 2026-06-30. Database snapshot: 2026-09-21.

Price history

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Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
Nov 12 - Dec 24	IDE-161	Phase 1	Advanced or Metastatic Solid Tumors; Breast Cancer; Ovarian Cancer	—
Feb 18 - Apr 1	IDE397	Phase 1	Solid Tumor	—
Feb 26 - Apr 9	IDE196	Phase 3	Metastatic Uveal Melanoma	—
Mar 12 - Apr 23	IDE196	Phase 2	Metastatic Uveal Melanoma; Cutaneous Melanoma; Colorectal Cancer	—
Jun 11 - Jul 23	Darovasertib	Phase 2	Uveal Melanoma	—
Sep 10 - Oct 22	IDE034	Phase 1	Esophageal Squamous Cell Carcinoma; High Grade Serous Ovarian Cancer; Head and Neck Squamous Cell Carcinoma	—
Jun 11 - Jul 23	IDE892	Phase 1	NSCLC Adenocarcinoma; Gastroesophageal Cancer (GC); Gastric Adenocarcinoma	—
Aug 12 - Sep 23	IDE849	Phase 2	Small-cell Lung Cancer; Neuroendocrine Carcinomas; Solid Tumor Show to Express DLL3	—
May 11 - Jun 22	IDE574	Phase 1	ER+, HER 2- Breast Cancer; Non-small Cell Lung Cancer (NSCLC); Castration-resistant Prostate Cancer (CRPC)	—
Nov 12 - Dec 24	Darovasertib	Phase 3	Uveal Melanoma	—
Apr 12 - May 24	Darovasertib	Phase 3	Uveal Melanoma	—

Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.

Full readout calendar →

Pipeline assets

Darovasertib

Phase 2/3 · Active Modality: small molecule

Aliases IDE196, LXS196

Target PKC

Partnerships Novartis (2018 license; worldwide rights); Pfizer (clinical trial collaboration & supply for crizotinib combination); Servier (Aug 2025 ex-US exclusive license, $210M upfront)

Indications

Uveal melanoma (Phase 2/3)

Status note Registrational Phase 2/3 trial evaluating darovasertib + crizotinib combination in mUM; Novartis licensed LXS196 asset renamed IDE196 (non-proprietary: darovasertib).

IDE397

Phase 1 · Active

Target MAT2A

Partnerships Gilead (clinical study collaboration & supply; Trodelvy combination)

Indications

MTAP-deletion urothelial cancer (Phase 1)
MTAP-deletion NSCLC (Phase 1)

Status note MAT2A inhibitor. Being clinically evaluated in combination with Trodelvy (sacituzumab govitecan-hziy) in MTAP-deletion UC (Nov 2023) and MTAP-deletion NSCLC (Feb 2025).

IDE849

Phase 1 · Active

Aliases SHR-4849

Target DLL3

Partnerships Hengrui Pharma (license; company controls commercial rights ex-Greater China); AstraZeneca (clinical study collaboration & supply for Imfinzi combination in ES-SCLC)

Indications

Extensive-stage small cell lung cancer (Phase 1)

Status note DLL3-targeted candidate. First Phase 1 trial (first patient dosed) initiated Oct 2025; being evaluated in combination with Imfinzi (durvalumab) in ES-SCLC per Apr 2026 AstraZeneca agreement (company is study sponsor).

IDE161

Phase 1 · Active

Target PARG

Partnerships Cancer Research Technology / University of Manchester (exclusive option & license)

Indications

Small-cell Lung Cancer (Phase 2)
Neuroendocrine Carcinomas (Phase 2)
Solid Tumor Show to Express DLL3 (Phase 2)

Status note PARG inhibitor. IDE161-001 Phase 1/2 clinical trial in oncologic diseases; CRT milestones tied to first/second tumor histologies.

IDE892

Phase 1 · Active

Target PRMT5

Partnerships Roche (May 2026 clinical study collaboration & supply; combination with RG6505 pan-RAS inhibitor)

Indications

MTAP-deletion pancreatic ductal adenocarcinoma (Phase 1)

Status note Being evaluated in combination with RG6505 in MTAP-deletion PDAC per May 2026 Roche agreement.

IDE034

Phase 1 · Active

Target B7H3/PTK7

Partnerships Biocytogen (option & license agreement, Jul 2024)

Indications

Esophageal Squamous Cell Carcinoma (Phase 1)
High Grade Serous Ovarian Cancer (Phase 1)
Head and Neck Squamous Cell Carcinoma (Phase 1)

Status note IDE034 program. FDA IND clearance Q4 2025; Phase 1 dose escalation initiated Q1 2026 (first patient dosed triggered $5M Biocytogen milestone).

IDE574

Phase 1 · Active

Target KAT6/KAT7

Indications

ER+, HER 2- Breast Cancer (Phase 1)
Non-small Cell Lung Cancer (NSCLC) (Phase 1)
Castration-resistant Prostate Cancer (CRPC) (Phase 1)

Status note Phase 1 clinical trial referenced in primary filing; no target, modality, or indication detail disclosed in excerpts.

Per-asset detail extracted from the 10-Q filed 2026-08-04. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

Pipeline

Lead drug	IDE196
Lead indication	Metastatic Uveal Melanoma
Lead phase	Phase 3
Active trials	11
Collaborator trials	1

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT05987332	Phase 3	Active, not recruiting	Sponsor	IDYA	—	Metastatic Uveal Melanoma	—
NCT07015190	Phase 3	Recruiting	Sponsor	IDYA	—	Uveal Melanoma	—
NCT07804186	Phase 3	Recruiting	Sponsor	IDYA	—	Uveal Melanoma	—
NCT03947385	Phase 2	Recruiting	Sponsor	IDYA	—	Metastatic Uveal Melanoma; Cutaneous Melanoma; Colorectal Cancer	—
NCT05907954	Phase 2	Active, not recruiting	Sponsor	IDYA	—	Uveal Melanoma	—
NCT07174583	Phase 2	Recruiting	Sponsor	IDYA	—	Small-cell Lung Cancer; Neuroendocrine Carcinomas; Solid Tumor Show to Express DLL3	—
NCT05787587	Phase 1	Active, not recruiting	Sponsor	IDYA	MRK	Advanced or Metastatic Solid Tumors; Breast Cancer; Ovarian Cancer	—
NCT04794699	Phase 1	Active, not recruiting	Sponsor	IDYA	—	Solid Tumor	—
NCT07503808	Phase 1	Recruiting	Sponsor	IDYA	—	Esophageal Squamous Cell Carcinoma; High Grade Serous Ovarian Cancer; Head and Neck Squamous Cell Carcinoma	—
NCT07277413	Phase 1	Recruiting	Sponsor	IDYA	—	NSCLC Adenocarcinoma; Gastroesophageal Cancer (GC); Gastric Adenocarcinoma	—
NCT07540572	Phase 1	Recruiting	Sponsor	IDYA	—	ER+, HER 2- Breast Cancer; Non-small Cell Lung Cancer (NSCLC); Castration-resistant Prostate Cancer (CRPC)	—
NCT06710847	Phase 2	Active, not recruiting	Collaborator	GSK	GSK	Neoplasms, Colorectal; Solid Tumor; Colon Cancer	—

Sponsor-matched active trials from ClinicalTrials.gov (11 as sponsor, 1 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 12 active trials for IDEAYA Biosciences on ClinicalTrials.gov

Institutional holders

Fund	Shares	Q/Q change	% of portfolio	Filing
Baker Bros. Advisors	5,010,030	+1,063,515	0.94%	2026-08-14
Logos Global Management	3,000,000	-450,000	4.81%	2026-08-14
RTW Investments	370,370	+370,370	0.12%	2026-08-14
Sphera Biotech	196,408	+196,408	1.05%	2026-08-14
ADAR1 Capital Management	20,000	no change	0.04%	2026-08-14

Institutional holder positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.

IDYA — IDEAYA Biosciences Inc.

Balance sheet

Price history

Upcoming catalysts

Pipeline assets

Pipeline

Active clinical trials

Institutional holders