earnings
confidence high
sentiment neutral
materiality 0.75
IDEAYA Q2 net loss $77.5M; cash ~$992M; darovasertib PFS data on track for YE2025
IDEAYA Biosciences, Inc.
2025-Q2 EPS reported
-$1.69
- Net loss of $77.5M for Q2 2025 vs $72.2M in Q1 2025; R&D expenses $74.2M, G&A $14.6M.
- Cash, cash equivalents and marketable securities ~$992M as of June 30, 2025, down from $1.05B at March 31, 2025.
- Darovasertib/crizotinib Phase 2/3 trial in 1L HLA-A2-negative MUM enrolled over 350 patients; median PFS data on track for YE2025 to potentially enable accelerated approval filing.
- Three IND submissions by YE2025: IDE892 (PRMT5), IDE034 (B7H3/PTK7 bispecific ADC), IDE574 (KAT6/7).
- IDEAYA to host R&D Day on Sept 8, 2025, with multiple clinical data updates including neoadjuvant darovasertib and IDE397 combo data.
item 2.02item 9.01