IDEAYA Biosciences (IDYA) stock

Oncology medicines , market cap $3.0B

Oncology medicines

Worth $3.0B

$31.75

-0.87%

As of Tuesday's close · Live for Pro members at the open

Why is IDYA down?

Down 12% from Oct 22 to Nov 10.

Its Nov 3 results: net loss widened to $125.7M, from $112.5M the quarter before. It fell 1% on Nov 3.

Sources: Price history, Nov 10, 2026; Company release, Nov 3, 2026

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1 more reason, free with an account →2 more reasons why IDYA is down 12% since Oct 22, from its filings, with the other side, the timeline, and its peers, for Pro members.

Quality Score

-4

Poor

In its industry

#195of 281

Biotech

Checks firing

1of 14

Trending up

From 52-week high

-25.6%

under its best in a year

Down:Lowest Quality Score since May 2025. Scores before Sep 10, 2026 were rebuilt.

IDYA's Quality Score fell 1 point on Tue, Nov 10, to -4. It closed away from its high of the day.

Follow IDYA's trial news. Pro members can get an alert when IDEAYA Biosciences files news, and see its trials, share raises, and its CEO's filings.

Get an alert when IDYA files news on its trialsSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.

NextEnd of 2026“…1/2 trial of IDE849 monotherapy in extensive-stage SCLC (ES-SCLC) and NEC by the end of 2026 or early in…”Trial data · SEC filing · Nov 3

Cash$1.2B, about 13 quarters (3.5 years) at the last year's spendingOn Sep 30 · the company says “into 2030”

Key facts on IDYA

Key facts on IDYA
Holding it back	A $420M loss wider than $161M a year earlier
Its score	Down:Lowest Quality Score since May 2025 Scores before Sep 10, 2026 were rebuilt.
Latest filing	8-K, Nov 3 Reported its quarterly results

1 more reason behind IDYA's -4, free with an account →3 more reasons behind IDYA's -4, for Pro members.

What's next

Expected to report Tue Feb 16, before the open

After its last 4 reports it closed +0.6% on average, higher 2 of 4 times.

Cash$1.2B, about 13 quarters (3.5 years) at the last year's spendingOn Sep 30 · the company says “into 2030”

IDYA catalysts

Coming up

7 more coming up and 11 past catalysts since 2023, with sizes and sources, for Pro members.

What's next for IDYA, and how long its cash lasts

Next step the company has named

End of 2026“IDEAYA plans to provide the first clinical data from its global Phase 1/2 trial of IDE849 monotherapy in extensive-stage SCLC (ES-SCLC) and NEC by the end of 2026 or early in 2027.”Trial data · SEC filing · Nov 3

What it means: the first look at a trial’s main results, as the company reports them.

Lead program: IDE849
Another trial: IDE196 (Darovasertib) in Combination With Crizotinib as First-line Therapy in Metastatic Uveal MelanomaPhase 2/3 · Active · 420 people · main data estimated Jan 15, 2027 · NCT05987332

10 more trials, 4 more milestones and 48 filings, for Pro members.

Cash runway Sep 30 balance sheet

About 13 quarters

$1.2B in cash and investments (as the company counts them), at its spending over the last year

What it means: how long the cash would last at the same pace, before any new money. The company's estimate is “into 2030” (8-K, Nov 3).

For Pro members: the cash used each quarter, and the math.

Dilution on the horizon

Shelf registration (S-3ASR, filed May 5, 2026)
At-the-market share sales program (424B5, filed May 5, 2026)

For Pro members: 4 raises and their amounts, and the share count against a year ago.

Insiders

CEO Yujiro S. Hata sold 26,338 shares on Oct 6, under a planned sale. 2 more insider trades this year.

From Form 4: open-market buys and sales only.

Get an alert when Yujiro Hata buys or sells

For Pro members: every trade, and Yujiro Hata’s 4 filings and quotes.

Get an alert when IDYA files news on its trialsA free account. No card.

See every upcoming FDA date →

FDA dates in the next 60 days

Decision dates and advisory committee meetings the companies have announced in their filings, soonest first and small companies first.

DateStockDrug

In 12 daysFDA decisionIn 12 days · FDA decisionCAPRCapricor TherapeuticsDeramiocelCAPRCapricor Therapeutics · $500MDeramiocelFDA decision due (PDUFA)
In 12 daysFDA decisionIn 12 days · FDA decisionSVRASavaraMolgramostimSVRASavara · $900MMolgramostimFDA decision due (PDUFA)
In 42 daysFDA decisionIn 42 days · FDA decisionMLYSMineralys TherapeuticsLorundrostatMLYSMineralys Therapeutics · $1.3BLorundrostatFDA decision due (PDUFA)

14 more FDA dates and 103 trial data dates in the next 60 days, each on the FDA calendar. Pro members see whether each company's cash lasts past its date, with an optional alert before it. See all 151 dates, ranked →

Why IDYA scores -4

Poorfor quality, not price, 1 of 14 chart checks firingWhat the Quality Score means

Well below its recent run. IDYA scores -4 today, against a median of 3 over its last 20 recorded sessions.

+1Chart checks 1 of 14 firing right now, one point each
−1Long-term trend below a falling 200-⁠day average

Profit subtractsRead on the last four quarters against the four before, or the last full year where no quarters are filed.
Growth subtractsSales and margins against a year earlier: up to +3 for fast growth and widening margins, down to -2 when both shrink.
Dilution subtractsNew shares over the year: -1 at 10% more, -2 at 25% more.
Cash flow subtracts-1 when free cash flow over the last four quarters is negative.

No effect today: Run-up, Size, Volatility, Persistence, and News.

What every line is worth, and the reason behind it, on IDYA and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 11:29 PM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

How IDYA ranks in Biotech

IDYA is #195 of 281 by Quality Score.

How IDYA ranks in Biotech
Rank	Stock	Checks	Quality Score
1	ONCBeOne Medicines	8/14	24
2	VCELVericel	8/14	22
3	ETONEton Pharmaceutcials	9/14	20
	IBRXImmunityBio		Open for its score
	ICLRIcon		Open for its score
	IKTInhibikase Therapeutics		Open for its score
	IMCRImmunocore		Open for its score
195	IDYAIDEAYA Biosciences	1/14	-4

Share count against a year before: IDYA +16%, SEPN +5.8%.

When does IDYA report earnings, and what happens after?

Expected to report Tue Feb 16, before the open (in 98 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What IDYA reported on Nov 3, 2026

The quarter

A loss of $1.22 a share, from $0.34.

“The increase was primarily driven by higher clinical trial and development costs and personnel-related expenses to support IDEAYA’s programs.”

The quarter that ended Sep 30, from the company's press release

The press release The filing on EDGAR

Where the sales came from

IDYA's results filing gives no sales by line in a table we read.

The outlook

The outlook the company gave, by period
Measure	Figure
Into 2030
Cash runway	into 2030kept

Figures as filed (SEC filing, Nov 3)

In the company's words

“The increase was primarily due to higher personnel-related expenses to support company growth and darovasertib commercial preparation activities.”

From its results filing (SEC filing · Nov 3)

The numbers

Market value: $3B; today
Sales: $36.5M; last 12 months
Free cash flow: -$350M; last 12 months

Sales grew 63% a year over 3 years, fiscal 2022 to 2025.

3 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on IDYA: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

-0.3%+2.0%-1.0%

May 5Aug 4Nov 3

Reported	When	Gap	Reaction	5 days
Nov 3, 2026Before open	Before open	-0.2%	-1.0%	+1.2%
Aug 4, 2026Before open	Before open	+2.5%	+2.0%	+3.8%
May 5, 2026Before open	Before open	-2.7%	-0.3%	-2.7%

IDYA closed higher after 2 of its last 4 reports.

All 4 reports, and IDYA's Quality Score going into each

IDYA sales and profit by year

Sales and profit by year

Sales grew in four of the last six years, to $219M in 2025. It lost money in each of the seven years.

IDYA has 1 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on IDYA, and all 14 on every stock.Get in free →

IDYA RSI today: 40.2, below its 50-day and 200-day averages

Not scored

RSI 40.2, MACD below signal, below both averages. Not scored.13 readings

The deep dive on IDYA

What it does and how it makes money3 findingsAn operating loss of $159M in fiscal 2025, on $219M of sales.Annual report, filed Feb 17, 2026"Excluding applications that we are not currently prosecuting … each having expiration dates ranging from 2035 to 2046." (10-K for fiscal 2025)SEC filing · Feb 17, 2026
Where it stands3 findingsFor Pro members3 findings on where IDYA stands: its cash, debt, and share count, for Pro members
What changed in its filings3 findingsNew in its "Risk Factors" this year: "Varsity Pharma is preclinically evaluating a PKC inhibitor in CLL, and Aquilon has nominated PKC theta as a target for preclinical development." (10-K for fiscal 2025)SEC filing · Feb 17, 2026
Who holds and trades it1 findingFor Pro members1 finding on who holds and trades IDYA, for Pro members
Against its closest peers1 peerShare count against a year before: IDYA +16%, SEPN +5.8%.

7 more findings on IDYA, each with its source, for Pro members.

IDYA share count over time

16% more shares than a year earlier.

Weighted shares, quarter to Sep 30, 2026, both from one filing

Shares of IDYA outstanding, as filed
Shares outstanding	As of
96.7M	Oct 31, 2026
96.5M	Jul 31, 2026
87.9M	May 1, 2026
87.8M	Feb 13, 2026

Offerings, shelves, and splits of IDYA, from its filings
From its filings	Filed
Raised $150M in a sale of shares, about 5% of its market value	Jun 9, 2026
Set up an at-the-market program for up to $350M of shares, about 12% of its market value	May 5, 2026
Registered shares for a later sale (S-3ASR)	May 5, 2026
Raised $253M in a sale of shares, about 9% of its market value	Jul 10, 2024

IDYA's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Yujiro S. HataPresident and CEO · 1 trade
Briseno Andres RuizChief Accounting Officer · 1 trade
Douglas B. SnyderSVP, General Counsel · no trades on file
Jeffrey SteinDirector · 1 trade

See insider trades by person

Which ETFs hold IDYA?

In ETFs: IDYA is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.

About IDEAYA Biosciences

IDEAYA Biosciences Inc is an oncology-focused precision medicine company committed to the discovery and development of targeted therapeutics for patient populations selected using molecular diagnostics. Its approach integrates small molecule drug discovery with extensive capabilities in identifying and validating translational biomarkers to develop targeted therapies for select patient populations that are likely to benefit from these targeted therapies. The company's clinical-stage product candidates include darovasertib (PKC), IDE397 (MAT2A), IDE849 (DLL3), IDE275 (Werner Helicase), IDE161 (PARG), and IDE705 (Pol Theta Helicase). In addition, it also working on other development candidates and has multiple earlier-stage preclinical programs.

145 employeesSouth San Francisco, CAideayabio.com

What IDEAYA Biosciences says it competes with

“Our industry is very competitive and subject to change based on ongoing advances in technology.”

From its annual report, SEC filing · Feb 17, 2026

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What would turn IDYA's score around: 8 things
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Straight AnswersStraight Answers

As of Nov 10, 2026: IDYA's Quality Score is -4 (Poor), #195 of 281 in Biotech.

What does IDYA's Quality Score say?

IDYA scores -4 today, which Breakaway calls Poor. It is #195 of 281 in Biotech by Quality Score, with 1 of 14 chart checks firing. Down 12% from Oct 22 to Nov 10. Cash lasts about 13 quarters at its spending (to Sep 30). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is IDYA's Quality Score?

IDYA scores -4 today, which Breakaway calls Poor (below zero). That is #195 of 281 in Biotech by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind IDYA's -4.

When does IDYA report earnings?

Expected to report Tue Feb 16, before the open, a date Breakaway expects from the company's usual timing; the company has not confirmed it. IDYA closed higher after 2 of its last 4 reports. Past behavior, not a forecast.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.