IDYA Ideaya Biosciences Inc

Citizens maintained $IDYA Market Outperform-$42 ahead of several key presentations coming at ESMO in Madrid (October 23-27). $PFE $NVS REPL MRK ESAIY AMGN AZN ABBV DSNKY ZLAB Citizens said -- IDYA will present updated data for lead compound, darovasertib, for both neoadjuvant and metastatic uveal melanoma. Results from the Phase 2 OptiMUM-01 study in HLA-A*02 positive MUM patients (ESMO 2086P) will be critical and could enable NCCN guideline inclusion of darovasertib in this patient population. Partner Hengrui will present updated Phase 1 data for IDE-849 (SHR-4849) with longer follow-up in Chinese patients (ESMO 3815P).

Truist⬇️ $IDYA's PT to $57, reiterated Buy and said--IDYA's 3Q26 and our 1x1 with management today highlight for us the potential commercial transformation in 2027E, with daro's NDA submitted and a plausible broad label in mUM. [IMCR PFE NVS REPL MRK ESAIY AMGN AZN ABBV DSNKY ZLAB] While the ph.III neoadj. study is discontinued in favor of pursuing an NCCN listing, we view the move as sensible, with $100-125M in savings supporting higher-priority programs, including DLL3 ADC (ph.III SCLC/NEC) and PRMT5i (RAS combo). We next look to the Nov. 16 R&D Day for more on MTAP/CDKN2A + RAS strategy and initial IDYA-sponsored IDE849 data by YE26/early '27. Based on these updates, we tweak our daro's UM revenue estimates and raise DLL3 PoS, resulting in a PT of $57 (from $59). Reiterate Buy.

$IDYA ESMO round the corner, I expect great new data as well the following inevitable low volume fake selloff. In November we will witness the Bakers added another 1m shares in Q3. Holding since September 2024 and kept adding twelve times. Not thinking of selling before the intrinsic value is visualized in at least 8b MC.

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

$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 If I could own only one stock, this would be it. Wait for Q3 13 F filings and you will see more sick adds by the Bakers and their friends while we wait for the correct pricing and get depressed. The pipeline matures. Daro will bring 2b revenue in all lines. 849 in 2029 will dominate 2L in NSCLC. 892 is the mega asset and the hidden pipeline star. A true steal at 1.8b EV. If there is no end of the world in the next five years, this will not go for less than 10b.

$IDYA had to got market cause can’t trust scummy mms to fill the lows especially when large in size

Ticker SCAG had huge news, could go parabolic: Scage Future Enters into Strategic Cooperation Agreement with China Huaye Group SCAG has only 1.3 million shares float - Chinese - Watch it 👀🚀 $IDYA $AMZN $KEEL $KMTS D)

$IDYA reported earnings this morning before the open and missed EPS estimates with a larger loss: -$1.22 GAAP EPS vs -$1.18 expected, according to Stock Meadow.

$IDYA Follow-up: cancer drug maker IDEAYA's IDE849 shows 17.4-month median OS in second-line lung cancer, two Phase 3s planned. 📈 Hengrui's Phase 1 study in China (Aug 21, 2026 cutoff) gave 17.4-month median survival in second-line small cell lung cancer (n=51) and 14.7 months in 101 previously treated patients, beyond the 12-month landmark data the Aug 4, 2026 8-K promised 🏦 Cash and investments of $1.24B at June 30, 2026 sit against a $3.49B market value at $36.12 (16:00 ET Oct 22, 2026) ⚠️ This is single-arm Phase 1 data with 53.9% of survival events in, a 95% confidence interval of 9.9 months to not reached on the 17.4-month second-line median, and 33.3% severe drug-related side effects at the 2.4 mg/kg dose versus 5% (1/20) at that dose in IDEAYA's own global study 📅 Next: ESMO poster Monday, October 26; IDEAYA's own global study update comes by the end of 2026 or early in 2027 Source: PR Newswire release, Oct 23 + SEC 8-K, Aug 4

Latest company news, October 19, 2026: IDEAYA and Servier released updated darovasertib data from OptimUM-01, OptimUM-02 and OptimUM-09 ahead of ESMO, with poster sessions on October 24. IDEAYA $IDYA Stock Hub: Darovasertib And $1.24B Of Cash Deeper dive in our hub. Not investment advice.

$IDYA IDEAYA Biosciences, a cancer drug developer, says darovasertib + crizotinib gave a 22.1% response rate (19/86 evaluable), 5.4-month median PFS and 13.4-month median OS in 101 HLA-A*02:01-positive metastatic uveal melanoma (eye cancer) patients, ~66% after 2+ prior lines. The data goes in its NDA to seek a wider label; ~$3.17B market value at $32.85 (16:00 ET Oct 16, 2026), $1.24B cash and investments at June 30, 2026. Caveat: single-arm, no control; the benchmark is a historical ~5% response. Posters Oct 24; NDA completion expected 2H 2026.

$IDYA 🏥 IDEAYA Biosciences and Servier announced new data from three clinical trials at ESMO 2026 showing darovasertib plus crizotinib achieved 7.4-month PFS and 27.1-month mOS in 13 treatment-naïve metastatic uveal melanoma patients, with comparable outcomes in HLA-A*02:01-positive and -negative patients. Market-relevant event

📅 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