IDYA Ideaya Biosciences Inc

Stifel ($IDYA Buy-$48) also said that it models global product revenue of about $1.42B by 2035 for the darovasertib + crizotinib combo in 1L HLA-A*02:01-negative mUM. $PFE $NVS REPL ESAIY AMGN AZN ABBV MRK DSNKY ZLAB

Stifel on $IDYA said -- We are resuming coverage of IDYA with a Buy rating and $48 target price. $PFE $NVS REPL ESAIY AMGN AZN ABBV MRK DSNKY ZLAB Stifel added—IDYA is on the cusp of transitioning to a commercial-stage company in 2027 with darovasertib + crizotinib in 1L metastatic uveal melanoma; the IDYA combo is set to become the new SoC in HLA-A*02:01-negative mUM with HLA-agnostic label upside seeming increasingly likely per recent comments from management. Given the relatively small TAM in 1L mUM, further IDYA upside will depend heavily on darovasertib expansion into primary UM and near-term de-risking catalysts for earlier-stage pipeline, especially DLL3 TOPO1 ADC (IDE849) & PRMT5 inhibitor (IDE892). Cash runway into 2030.

Cantor reiterated $IDYA at Overweight and said -- Updated DLL3 ADC, IDE849, data from ~100 patients presented by partner, Hengrui, will be the most important update for IDYA. $AMGN $AZN ABBV ZLAB MRK - DSNKY Cantor added—We should get a first look at data from neuroendocrine carcinomas and landmark OS data in small cell lung cancer (SCLC). In uveal melanoma, we are expecting to see ~100 patients from each of darovasertib's (PKCi) Phase 2 trials in HLA-A2+ metastatic and neoadjuvant patients.

$IDYA Manipulation level here also became a solid 9/10 again in the last weeks. Anemic volume to slowly scare investors before the readouts and PDUFA.

$IDYA MGT believes daro has blockbuster potential in HLA-, which has double the TAM of Kimmtrak’s ~$450M run-rate in HLA+ (1/3 of mUM). Plus all the other tons of best on class and first in class assets. 10b, probably more, easily.

$IDYA I love ❤️ how this is getting demolished on an XBI crush kinda day! Gives me conviction I am in the right spot

$IDYA $IDYA $ABVX You know when you stop adding? In the moment you should. When everything inside of you holds you back to buy more, the reversal is not far away anymore.

📅 CATALYST REMINDER | $IDYA October 23–27, 2026 (conference window) — Oncology Clinical Presentations IDEAYA plans ESMO presentations covering darovasertib, a Phase 2 combination and IDE849. Individual presentation dates are not established by this calendar entry. More details in our hub. #IDYA #Biotech #ESMO2026