Dec 30, 2025 • MarketBeat
BULLISH
IDEAYA Biosciences Sees Unusually Large Options Volume (NASDAQ:IDYA)
IDEAYA Biosciences (NASDAQ:IDYA) experienced an unusually large volume of call options traded on Tuesday, with investors purchasing 9,011 calls, a 2,681% increase from the daily average. This surge in options trading follows significant institutional investment and strong earnings, as the company reported a major beat with $1.33 EPS and $207.8M revenue, leading analysts to maintain a "Moderate Buy" rating. The stock traded down slightly despite the options activity and positive analyst sentiment.
Dec 23, 2025 • MarketBeat
BULLISH
Squarepoint Ops LLC Sells 51,937 Shares of IDEAYA Biosciences, Inc. $IDYA
Squarepoint Ops LLC significantly reduced its stake in IDEAYA Biosciences (NASDAQ:IDYA) by selling 51,937 shares, now holding 37,389 shares valued at $786,000. Despite this sell-off, IDEAYA Biosciences reported strong quarterly earnings, beating analyst expectations with $1.33 EPS and $207.8 million in revenue, which has positively impacted the stock. The company maintains a "Moderate Buy" rating from analysts, with an average price target of $46.00, while its shares currently trade around $35.50.
Dec 18, 2025 • Simply Wall Street
NEUTRAL
How Investors May Respond To IDEAYA Biosciences (IDYA) Regaining Oncology Programs After GSK Collaboration Exit
IDEAYA Biosciences will regain full control of two oncology programs (Werner Helicase (IDE275) and Pol Theta (IDE705)) after GSK terminated their 2020 collaboration agreement. This shift hands IDEAYA full pipeline control while the company maintains its cash runway guidance into 2030, presenting both opportunities and risks regarding pipeline acceleration and increased R&D burden. Investors will need to weigh the company's ability to convert its broad pipeline into value against the loss of GSK's backing and the inherent volatility of biotech investments.
Dec 17, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
IDEAYA Biosciences (IDYA): Valuation Check After Key Darovasertib Trial Milestone and Pipeline Progress
IDEAYA Biosciences (IDYA) has reached a significant clinical milestone, completing enrollment for its pivotal OptimUM-02 trial of darovasertib for metastatic uveal melanoma, alongside recent IND clearances expanding its pipeline. Despite a strong stock performance over the past year, with a 36% 3-month return and a 148% 5-year return, the company's shares trade at a high price-to-sales ratio of 13.6x, signaling a premium valuation compared to industry averages and its estimated fair value. This suggests investors are betting on future growth from its precision oncology pipeline, even though the company is currently unprofitable and not expected to reach profitability in the near term, posing risks if clinical or market uptake expectations are not met.
Dec 16, 2025 • KTLA
BULLISH
IDEAYA Biosciences to Participate in Upcoming December 2025 Investor Relations Events
IDEAYA Biosciences (NASDAQ: IDYA) will be participating in two upcoming investor relations events in December 2025: Citi's 2025 Global Healthcare Conference and the 8th Annual Evercore Healthcare Conference. President and CEO Yujiro S. Hata will host fireside chats at both events. Live audio webcasts of these events will be available on the Investors/Events section of the IDEAYA website.
Dec 13, 2025 • MarketBeat
BULLISH
Redmile Group LLC Sells 102,106 Shares of IDEAYA Biosciences, Inc. $IDYA
Redmile Group LLC decreased its stake in IDEAYA Biosciences, Inc. (NASDAQ:IDYA) by 19.1% during the second quarter, selling 102,106 shares and retaining 432,494 shares. Despite this reduction, other institutional investors like Millennium Management LLC and Ensign Peak Advisors Inc. significantly increased their holdings. Analysts maintain a "Moderate Buy" rating for IDEAYA Biosciences, with a consensus target price of $46.40, following strong Q3 earnings that surpassed expectations.