$IDYA

IDEAYA Biosciences and Servier presented clinical trial data at ESMO 2026, showing positive results for darovasertib in treating uveal melanoma. OptimUM-01 data showed 7.4-month PFS and 27.1-month mOS in treatment-naïve patients. OptimUM-02 data confirmed improvements in ORR and PFS across subgroups. OptimUM-09 data demonstrated 57% eye preservation rate and 66% radiation dose reduction in primary UM patients.

William Blair initiated coverage on Ideaya Biosciences (NASDAQ:IDYA) with an outperform rating, citing potential 2027 approval for darovasertib, its lead product for metastatic uveal melanoma. The company showed strong Phase III data, with a strong balance sheet and a buy consensus rating. Analysts highlight regulatory and clinical risks but see potential in earlier-stage treatments and other pipeline products.

Stifel resumed coverage of IDEAYA Biosciences (IDYA) with a Buy rating, citing potential of its combo treatment for uveal melanoma. The firm set a $48 price target, implying ~40% upside from Oct. 13 close.

Hata Yujiro S (President and CEO) sold 26,338 shares of IDEAYA Biosciences, Inc. (IDYA) at an average of $37.41 ($37.39–$38.26, $0.99M total) across 2 trades on 2026-10-06 under a Rule 10b5-1 trading plan.

IDEAYA Biosciences (IDYA) reported a widened quarterly net loss but maintains strong liquidity with $1.24B in cash. It dosed the first patient in a Phase 3 trial for darovasertib in uveal melanoma, sharing costs with partner Servier. The company is advancing its oncology pipeline while managing R&D costs, with regulatory approvals and commercial execution being key to its success.

IDEAYA Biosciences (IDYA) and Servier began a global Phase 3 trial (OptimUM-11) for darovasertib + crizotinib as adjuvant therapy for high-risk uveal melanoma. The trial aims to enroll 450 patients, with relapse-free survival as the primary endpoint. IDEAYA holds U.S. rights, Servier holds international rights. IDYA stock is up 0.41% in pre-market trading.

IDEAYA Biosciences (IDYA) announced a successful FDA meeting finalizing the Phase 3 trial design for IDE849, its DLL3-targeting ADC, in extensive stage small cell lung cancer. The trial, starting by year-end 2026, aims for accelerated and full approval with 400 patients. IDE849 is also being evaluated in combination studies. IDYA's stock closed at $40.11, down 3.97%.

Ultragenyx (RARE) and Regeneron (REGN) received FDA approvals for GENGLYCOS and Pasatru, respectively. BioMarin (BMRN) acquired Alesta for $490M. Humacyte (HUMA) and Eyepoint (EYPT) faced trial setbacks. Key financials: RARE -$25.32, REGN -$826.64, BMRN -$67.68, HUMA -$0.68.

IDEAYA Biosciences (IDYA) and Genentech (part of Roche) will collaborate on a clinical trial to evaluate IDE892, IDEAYA's PRMT5 inhibitor, in combination with Genentech's KRAS G12D inhibitor, RG6620, for pancreatic cancer patients with MTAP deletions and KRAS G12D mutations. Genentech will sponsor the trial, and IDEAYA will supply IDE892. IDE892 has shown potential best-in-class properties, including selective binding and favorable drug-like properties. The companies will retain commercial right

IDEAYA Biosciences, Inc. (IDYA) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 IDEAYA Biosciences Reports Second Quarter 2026 Financial Results and Provides Business Update • Registrational OptimUM-02 trial of the darovasertib combination in metastatic uveal melanoma (mUM) met its primary endpoint; new drug application (NDA) filing is underway