secwatch.observer — SEC 8-K summary
======================================

Issuer:     IDEAYA Biosciences, Inc. (IDYA)
CIK:        0001676725
Form:       8-K
Filed at:   2025-11-04T23:59:59+00:00
Accession:  0001193125-25-263383
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

IDEAYA reports Q3 net income $119.2M, cash $1.14B; darovasertib partnership with Servier closed
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1676725/000119312525263383/0001193125-25-263383-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1676725/000119312525263383/idya-20251104.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-263383

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer