IDEAYA Biosciences Q4 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy IDYA?
Source: seekingalpha
- Earnings Highlights: IDEAYA Biosciences reported a Q4 GAAP EPS of -$0.94, beating expectations by $0.03, indicating a slight improvement in financial performance despite remaining in a loss position.
- Revenue Growth: The company achieved revenue of $10.88 million, a 55.4% year-over-year increase, surpassing market expectations by $4.93 million, suggesting strong market demand for its products and services, potentially laying the groundwork for sustained future growth.
- Collaboration Revenue Recognition: IDEAYA recognized collaboration revenue related to R&D services under the exclusive license agreement with Servier, effective through December 31, 2025, demonstrating stability in long-term partnerships and diversification of revenue sources.
- Market Reaction: Although GSK has ended collaboration on two drug candidates with IDEAYA, the company's positive presentations at the J.P. Morgan and Citi Global Healthcare Conferences may bolster investor confidence in its future R&D potential.
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Analyst Views on IDYA
Wall Street analysts forecast IDYA stock price to rise
15 Analyst Rating
13 Buy
2 Hold
0 Sell
Strong Buy
Current: 32.900
Low
30.00
Averages
49.86
High
79.00
Current: 32.900
Low
30.00
Averages
49.86
High
79.00
About IDYA
IDEAYA Biosciences, Inc. is a precision medicine oncology company. The Company is engaged in the discovery and development of targeted therapeutics for patient populations selected using molecular diagnostics. Its lead product candidates include darovasertib (PKC), IDE397 (MAT2A), IDE849 (DLL3), IDE275 / GSK959 (Werner Helicase), IDE161 (PARG), and IDE705 / GSK101 (Pol Theta Helicase). IDE196, a small-molecule protein kinase C (PKC) inhibitor, in combination with crizotinib, an investigational cMET inhibitor. IDE397 is its small-molecule methionine adenosyltransferase 2a (MAT2A) inhibitor. IDE275 (GSK959) Werner Helicase (WRN) inhibitor for patients having tumors with MSI-High. IDE161 (PARG) is a small-molecule poly (ADP-ribose) glycohydrolase, or PARG, inhibitor. IDE705 is a small-molecule inhibitor of Pol Theta Helicase, in combination with niraparib, the GSK small-molecule inhibitor of poly-(ADP-ribose) polymerase (PARP).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
IDEAYA Biosciences Q4 Earnings Beat Expectations
- Earnings Highlights: IDEAYA Biosciences reported a Q4 GAAP EPS of -$0.94, beating expectations by $0.03, indicating a slight improvement in financial performance despite remaining in a loss position.
- Revenue Growth: The company achieved revenue of $10.88 million, a 55.4% year-over-year increase, surpassing market expectations by $4.93 million, suggesting strong market demand for its products and services, potentially laying the groundwork for sustained future growth.
- Collaboration Revenue Recognition: IDEAYA recognized collaboration revenue related to R&D services under the exclusive license agreement with Servier, effective through December 31, 2025, demonstrating stability in long-term partnerships and diversification of revenue sources.
- Market Reaction: Although GSK has ended collaboration on two drug candidates with IDEAYA, the company's positive presentations at the J.P. Morgan and Citi Global Healthcare Conferences may bolster investor confidence in its future R&D potential.
See More
IDEAYA Biosciences Provides 2025 Financial Update
- Clinical Trial Progress: IDEAYA completed full enrollment of 437 patients in the OptimUM-02 registrational trial, significantly enhancing its clinical execution capabilities in HLA*A2-negative metastatic melanoma, which is expected to lay the groundwork for future market launch.
- Financial Overview: As of December 31, 2025, IDEAYA reported approximately $1.05 billion in cash and cash equivalents, a slight decrease from $1.08 billion in 2024, primarily due to cash used in operations, indicating robust financial management.
- Collaboration Revenue Growth: Collaboration revenue for Q4 2025 reached $10.9 million, a 55% increase from $7.0 million in Q4 2024, reflecting the realization of R&D service revenue under the exclusive licensing agreement with Servier.
- R&D Expense Adjustments: R&D expenses for Q4 2025 totaled $86.6 million, down 38% from $140.2 million in Q4 2024, primarily due to reduced upfront payments under licensing agreements, demonstrating effective cost control measures by the company.
See More
IDEAYA Biosciences to Participate in Investor Events
- Investor Event Schedule: IDEAYA Biosciences will participate in Citi's 2026 Virtual Oncology Leadership Summit on February 18, 2026, showcasing its latest advancements in precision medicine oncology, which is expected to attract investor interest and enhance the company's visibility.
- Virtual Fireside Chat: The company will also host a virtual fireside chat on February 23, 2026, led by Umer Raffat of Evercore ISI, aimed at discussing its product candidates and R&D strategies in depth, further enhancing investor engagement.
- Webcast Availability: Live audio of the events will be available on IDEAYA's website under the
See More
IDEAYA Biosciences to Participate in Investor Events
- Investor Event Schedule: IDEAYA Biosciences will participate in Citi's 2026 Virtual Oncology Leadership Summit on February 18, 2026, featuring a fireside chat with executives including Chief Medical Officer Darrin Beaupre, which is expected to enhance the company's visibility among investors.
- Interactive Online Opportunities: The company will also host a virtual fireside chat on February 23, 2026, with CEO Yujiro S. Hata and other executives discussing their leadership in precision medicine, further solidifying their market position.
- Live Webcast and Replay: All events will be available via live audio webcast on IDEAYA's website under the
See More
IDEAYA Grants 44,200 Stock Options to New Employee
- Options Grant Overview: On January 29, 2026, IDEAYA Biosciences granted 44,200 non-qualified stock options to a new employee, aimed at attracting top talent in accordance with Nasdaq Listing Rule 5635(c)(4).
- Exercise Price Details: The stock options have an exercise price of $32.99 per share, matching the closing price of IDEAYA's common stock on the grant date, thereby aligning employee interests with company performance.
- Vesting Schedule: The options have a 10-year term with a four-year vesting period, where 25% vests on the first anniversary and the remaining 75% vests in equal monthly installments over the next three years, incentivizing long-term employee retention and contribution.
- Strategic Focus: IDEAYA is committed to precision medicine and oncology, focusing on developing transformative therapies for cancer by integrating expertise in small-molecule drug discovery, structural biology, and bioinformatics to advance personalized treatment options.
See More
IDEAYA Grants 44,200 Stock Options to New Employee
- Options Grant: On January 29, 2026, IDEAYA granted 44,200 non-qualified stock options to a new employee, aimed at attracting top talent to the company in accordance with Nasdaq Listing Rule 5635(c)(4).
- Incentive Plan Context: The stock options were granted under the 2023 Employment Inducement Incentive Award Plan, specifically designed for individuals who were not previously employed by IDEAYA, reflecting the company's commitment to new hires.
- Exercise Price: The stock options have an exercise price of $32.99 per share, equal to the closing price of IDEAYA's common stock on the grant date on the Nasdaq Global Select Market, ensuring employees receive fair market value.
- Vesting Schedule: The options will vest over four years, with 25% vesting on the first anniversary and the remaining 75% vesting in equal monthly installments over the next three years, ensuring continued employee service to IDEAYA for incentive eligibility.
See More
IDEAYA Biosciences Q4 Earnings Beat Expectations
- Earnings Highlights: IDEAYA Biosciences reported a Q4 GAAP EPS of -$0.94, beating expectations by $0.03, indicating a slight improvement in financial performance despite remaining in a loss position.
- Revenue Growth: The company achieved revenue of $10.88 million, a 55.4% year-over-year increase, surpassing market expectations by $4.93 million, suggesting strong market demand for its products and services, potentially laying the groundwork for sustained future growth.
- Collaboration Revenue Recognition: IDEAYA recognized collaboration revenue related to R&D services under the exclusive license agreement with Servier, effective through December 31, 2025, demonstrating stability in long-term partnerships and diversification of revenue sources.
- Market Reaction: Although GSK has ended collaboration on two drug candidates with IDEAYA, the company's positive presentations at the J.P. Morgan and Citi Global Healthcare Conferences may bolster investor confidence in its future R&D potential.
See More
IDEAYA Biosciences Provides 2025 Financial Update
- Clinical Trial Progress: IDEAYA completed full enrollment of 437 patients in the OptimUM-02 registrational trial, significantly enhancing its clinical execution capabilities in HLA*A2-negative metastatic melanoma, which is expected to lay the groundwork for future market launch.
- Financial Overview: As of December 31, 2025, IDEAYA reported approximately $1.05 billion in cash and cash equivalents, a slight decrease from $1.08 billion in 2024, primarily due to cash used in operations, indicating robust financial management.
- Collaboration Revenue Growth: Collaboration revenue for Q4 2025 reached $10.9 million, a 55% increase from $7.0 million in Q4 2024, reflecting the realization of R&D service revenue under the exclusive licensing agreement with Servier.
- R&D Expense Adjustments: R&D expenses for Q4 2025 totaled $86.6 million, down 38% from $140.2 million in Q4 2024, primarily due to reduced upfront payments under licensing agreements, demonstrating effective cost control measures by the company.
See More
IDEAYA Biosciences to Participate in Investor Events
- Investor Event Schedule: IDEAYA Biosciences will participate in Citi's 2026 Virtual Oncology Leadership Summit on February 18, 2026, showcasing its latest advancements in precision medicine oncology, which is expected to attract investor interest and enhance the company's visibility.
- Virtual Fireside Chat: The company will also host a virtual fireside chat on February 23, 2026, led by Umer Raffat of Evercore ISI, aimed at discussing its product candidates and R&D strategies in depth, further enhancing investor engagement.
- Webcast Availability: Live audio of the events will be available on IDEAYA's website under the
See More
IDEAYA Biosciences to Participate in Investor Events
- Investor Event Schedule: IDEAYA Biosciences will participate in Citi's 2026 Virtual Oncology Leadership Summit on February 18, 2026, featuring a fireside chat with executives including Chief Medical Officer Darrin Beaupre, which is expected to enhance the company's visibility among investors.
- Interactive Online Opportunities: The company will also host a virtual fireside chat on February 23, 2026, with CEO Yujiro S. Hata and other executives discussing their leadership in precision medicine, further solidifying their market position.
- Live Webcast and Replay: All events will be available via live audio webcast on IDEAYA's website under the
See More
IDEAYA Grants 44,200 Stock Options to New Employee
- Options Grant Overview: On January 29, 2026, IDEAYA Biosciences granted 44,200 non-qualified stock options to a new employee, aimed at attracting top talent in accordance with Nasdaq Listing Rule 5635(c)(4).
- Exercise Price Details: The stock options have an exercise price of $32.99 per share, matching the closing price of IDEAYA's common stock on the grant date, thereby aligning employee interests with company performance.
- Vesting Schedule: The options have a 10-year term with a four-year vesting period, where 25% vests on the first anniversary and the remaining 75% vests in equal monthly installments over the next three years, incentivizing long-term employee retention and contribution.
- Strategic Focus: IDEAYA is committed to precision medicine and oncology, focusing on developing transformative therapies for cancer by integrating expertise in small-molecule drug discovery, structural biology, and bioinformatics to advance personalized treatment options.
See More
IDEAYA Grants 44,200 Stock Options to New Employee
- Options Grant: On January 29, 2026, IDEAYA granted 44,200 non-qualified stock options to a new employee, aimed at attracting top talent to the company in accordance with Nasdaq Listing Rule 5635(c)(4).
- Incentive Plan Context: The stock options were granted under the 2023 Employment Inducement Incentive Award Plan, specifically designed for individuals who were not previously employed by IDEAYA, reflecting the company's commitment to new hires.
- Exercise Price: The stock options have an exercise price of $32.99 per share, equal to the closing price of IDEAYA's common stock on the grant date on the Nasdaq Global Select Market, ensuring employees receive fair market value.
- Vesting Schedule: The options will vest over four years, with 25% vesting on the first anniversary and the remaining 75% vesting in equal monthly installments over the next three years, ensuring continued employee service to IDEAYA for incentive eligibility.
See More
