earnings
confidence high
sentiment positive
materiality 0.85
IDEAYA reports Q3 net income $119.2M, cash $1.14B; darovasertib partnership with Servier closed
IDEAYA Biosciences, Inc.
2025-Q3 EPS reported
-$0.34
revenue$207,834,000
- Net income of $119.2M vs Q2 net loss of $77.5M; collaboration revenue $207.8M from Servier license.
- Cash, equivalents, marketable securities $1.14B (up from $991.9M Q2); funded into 2030.
- Darovasertib Phase 2/3 OptimUM-02 median PFS data due by year-end 2025 to Q1 2026; trial nearing full enrollment.
- IDE849 DLL3 ADC in SCLC: 80.0% ORR in 2L patients at 2.4 mg/kg; median PFS 6.7 months across all lines.
- IND clearance for IDE892 (PRMT5) in Q3; IND filed for IDE034 (bispecific ADC); IDE574 IND on track for year-end.