Added to YB: 2026-03-25
Pitch date: 2026-01-26
IDYA [bullish]
IDEAYA Biosciences, Inc.
-18.59%
current return
Author Info
No bio for this author
Company Info
IDEAYA Biosciences, Inc., a precision medicine oncology company, develops targeted therapeutics for patient populations selected using molecular diagnostics in the United States.
Market Cap
$2.5B
Pitch Price
$34.54
Price Target
43.00 (+53%)
Dividend
N/A
EV/EBITDA
-9.19
P/E
-18.28
EV/Sales
7.08
Sector
Biotechnology
Category
growth
IDEAYA Biosciences, Inc. - $IDYA
IDYA: Q1 2026 OptimUM-02 PFS readout for Darovasertib in 1L HLA-A2(-) metastatic UM. Ph.I posted 7mo mPFS, 21.1mo mOS vs Kimmtrak's 10-12mo. Needs ~5.5mo PFS (vs 3mo control) for approval. ~$300M 1L opportunity, $1.6B total w/ neoadjuvant. Servier deal: $210M upfront, $320M milestones. $1.1B cash to 2030. Base case +25% on positive data, bear case -50% on miss.
Read full article (3 min)