IDEAYA Biosciences, Inc.
ideayabio.comWhat Do They Do?
Develops targeted cancer drug candidates for patients with molecularly defined solid tumors, including uveal melanoma and lung cancers.
10-K for FY2025, filed Feb 17, 2026We are a precision medicine oncology company committed to the discovery, development, and commercialization of transformative therapies for…View ↗
Darovasertib is an oral, potent and selective small molecule inhibitor of protein kinase C (PKC) and our most advanced clinical program. We…View ↗
IDE849 / SHR-4849 is a potential first-in-class, DLL3 TOP1 ADC. DLL3 is expressed at high frequency in multiple solid tumor types…View ↗
How Do They Make Money?
Pharmaceutical partners pay for licenses to develop and commercialize drug candidates, with license fees earned when rights transfer and development-service payments earned as work is performed. IDEAYA may also receive milestone payments when milestones are reached and royalties when partner sales occur.
10-K for FY2025, filed Feb 17, 2026In August 2025, we entered into an exclusive license agreement with Servier, pursuant to which we granted to Servier an exclusive license…View ↗
The Company recognized revenue related to the D&C license performance obligation at a point in time upon execution of the contract. The…View ↗
The Company will also recognize revenue from regulatory milestones as they are achieved.View ↗
The Company applies the sales-based royalty exception to the commercial milestones and tiered royalties for all programs. The Company will…View ↗
$218.7M
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10-K for FY2025, filed Feb 17, 2026
$218.7M ↗
Who Are Their Customers?
Pharmaceutical companies work with IDEAYA through licensing and clinical collaborations. Servier holds a license to develop and commercialize darovasertib outside the United States; other partners participate in trials or supply medicines.
10-K for FY2025, filed Feb 17, 2026In August 2025, we entered into an exclusive license agreement with Servier, pursuant to which we granted to Servier an exclusive license…View ↗
IDE849 is currently being evaluated by our partner, Hengrui Pharma, in a multi-site, open label Phase 1 clinical trial in China in patients…View ↗
IDE397 is a potential first-in-class, oral small molecule inhibitor of methionine adenosyltransferase 2a (MAT2A), which we are developing…View ↗
Do Revenues Turn Into Profits?
No. It lost $113.7M in FY2025.
10-K for FY2025, filed Feb 17, 2026
−$159.3MView ↗
10-K for FY2025, filed Feb 17, 2026
−$113.7MView ↗
10-K for FY2025, filed Feb 17, 2026
−$73.5MView ↗
How Are They Changing?
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Aug 4, 2026
Darovasertib combination trial met its primary endpoint
IDEAYA said its NDA filing was underway, with completion expected in H2 2026.
Sources
8-K, filed Aug 4, 2026
Registrational OptimUM-02 trial of the darovasertib combination in metastatic uveal melanoma (mUM) met its primary endpoint; new drug…View ↗
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Jun 23, 2026
CEO Yujiro S. Hata elected board chair
Sources
8-K, filed Jun 23, 2026
Effective June 16, 2026, the Company’s Board of Directors (the “Board”) elected Yujiro S. Hata as Chairman of the Board and Terry Rosen…View ↗
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Jun 3, 2026
IDEAYA and Roche agreed to test a drug combination in pancreatic cancer
Roche will supply its pan-RAS inhibitor for the clinical study.
Sources
8-K, filed Jun 3, 2026
On June 3, 2026, IDEAYA Biosciences, Inc. (the “Company”) announced it has entered into a clinical collaboration with F. Hoffmann-La Roche…View ↗
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Apr 9, 2026
IDEAYA and AstraZeneca agreed to test IDE849 with Imfinzi
The study will evaluate the combination in extensive-stage small-cell lung cancer.
Sources
8-K, filed Apr 9, 2026
On April 8, 2026, IDEAYA Biosciences, Inc. (the “Company”) entered into a clinical collaboration agreement with AstraZeneca plc…View ↗
Growing. Revenue grew 7.8x in 4 years, from $27.9M in FY2021 to $218.7M in FY2025, about 67% a year.
Broader drug approach
The older report focused on synthetic lethality and small-molecule programs; the latest report also centers on antibody-drug conjugates and combinations with DNA-repair inhibitors.
10-K for FY2022, filed Mar 7, 2023We are a synthetic lethality-focused precision medicine oncology company committed to the discovery and development of targeted…View ↗
Darovasertib rights
The older report said IDEAYA owned or controlled all commercial rights to darovasertib; the latest report says it licensed rights outside the United States to Servier.
10-K for FY2022, filed Mar 7, 2023 10-K for FY2025, filed Feb 17, 2026We own or control all commercial rights in our darovasertib program, including in MUM and UM.View ↗
In August 2025, we entered into an exclusive license agreement with Servier, pursuant to which we granted to Servier an exclusive license…View ↗
Who Do They Compete With?
Competes with Varsity Pharma, Aquilon, Windtree Therapeutics, Replimune, iOnctura, Novartis, Immatics, Aura Biosciences, Immunocore, Amgen, Zelgen, Boehringer Ingelheim, Daiichi Sankyo, Zai Lab, Roche, Zhang Jiang, Baili, Abdera, Molecular Partners, and Merck
10-K for FY2025, filed Feb 17, 2026For darovasertib, we are not aware of other companies actively developing clinical-stage therapeutics directed to PKC as a target for solid…View ↗
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