earnings
confidence high
sentiment neutral
materiality 0.85
IDEAYA expects topline PFS data from darovasertib Phase 2/3 trial by late March 2026
IDEAYA Biosciences, Inc.
2025-FY EPS reported
-$1.28
revenue$218,710,000
- 130 required PFS events confirmed by BICR; topline results from OptimUM-02 trial (1L HLA*A2-negative mUM) expected ~last week of March 2026.
- Cash, cash equivalents and marketable securities ~$1.05B as of Dec 31, 2025; expected to fund operations into 2030.
- Q4 2025 net loss $83.3M vs $130.3M in Q4 2024; R&D expenses $86.6M, down from $140.2M (prior Q4 included $75M license payment to Hengrui).
- GSK terminated Collaboration Agreement; Werner Helicase (IDE275) and Pol Theta (IDE705) programs to be transferred to IDEAYA.
- Anticipates initiation of IDE849 monotherapy registrational study in 2L+ SCLC/NEC by end of 2026.