IDEAYA Biosciences (IDYA) reported second-quarter 2026 collaboration revenue of $8.9 million and a net loss of $112.5 million, or $1.22 per share, for the quarter ended June 30.
The company said its registrational OptimUM-02 trial of the darovasertib combination in metastatic uveal melanoma met its primary endpoint, and an NDA filing is underway under the FDA real-time oncology review program, with completion expected in the second half of 2026.
- Cash, cash equivalents and marketable securities totaled approximately $1.24 billion as of June 30, 2026.
- Cash runway guidance into 2030 remained unchanged based on the current operating plan.
- Collaboration revenue rose to $8.9 million from $6.6 million in the first quarter of 2026.
- Research and development expenses totaled $108.7 million, compared with $95.7 million in the prior quarter.
- IDEAYA plans updated data presentations at ESMO for OptimUM-01, OptimUM-09 and Hengrui-sponsored IDE849 studies.
- The company announced a Roche collaboration to evaluate IDE892 with RG6505 in MTAP-deleted, RAS-mutant pancreatic cancer, targeting a Phase 1 combination trial start in the second half of 2026.
$IDYA Insider Trading Activity
$IDYA insiders have traded $IDYA stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $IDYA stock by insiders over the last 6 months:
- JEFFREY STEIN purchased 50,000 shares for an estimated $1,647,890
- BRISENO ANDRES RUIZ (Chief Accounting Officer) sold 9,550 shares for an estimated $382,130
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$IDYA Hedge Fund Activity
We have seen 124 institutional investors add shares of $IDYA stock to their portfolio, and 102 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINT72 ASSET MANAGEMENT, L.P. removed 1,516,655 shares (-82.2%) from their portfolio in Q1 2026, for an estimated $50,079,948
- MORGAN STANLEY added 608,049 shares (+48.6%) to their portfolio in Q1 2026, for an estimated $20,077,777
- GEODE CAPITAL MANAGEMENT, LLC added 427,141 shares (+20.6%) to their portfolio in Q1 2026, for an estimated $14,104,195
- FEDERATED HERMES, INC. removed 408,664 shares (-12.0%) from their portfolio in Q1 2026, for an estimated $13,494,085
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 403,220 shares (+57.8%) to their portfolio in Q1 2026, for an estimated $13,314,324
- DIMENSIONAL FUND ADVISORS LP added 394,621 shares (+42.0%) to their portfolio in Q1 2026, for an estimated $13,030,385
- BALYASNY ASSET MANAGEMENT L.P. removed 388,138 shares (-65.1%) from their portfolio in Q1 2026, for an estimated $12,816,316
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
