IDYA at a glance
IDEAYA Biosciences, Inc. (IDYA, SEC CIK 1676725) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as July 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), IDEAYA Biosciences, Inc. (IDYA) reported revenue of $218.7 million (up 3024.4% from FY2024) and a net loss of $113.7 million. Diluted EPS was -$1.28.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding IDEAYA Biosciences, Inc. (IDYA) shares worth $1.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ruiz Briseno Andres on July 7, 2026 of 9,550 shares at $40.01 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $218.7M
- +3024.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $1.6B · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core oncology precision medicine with focus on synthetic lethality and antibody-drug conjugates (ADCs) targeting molecularly defined solid tumors
- New Phase 3 neoadjuvant trial for darovasertib in primary uveal melanoma initiated, targeting eye preservation and vision improvement
- Servier exclusive license granted for darovasertib outside U.S., upfront payment $210M plus milestones up to $320M and royalties
- IDE849 DLL3 TOP1 ADC Phase 1 data in 100 patients shows 48% Grade 3+ TRAEs, median PFS 6.7 months, 83.3% ORR in brain metastasis at 2.4 mg/kg dose
- GSK terminating collaboration on Pol Theta inhibitor (IDE705) and WRN inhibitor (IDE275), programs transferring back for internal development
Risk Factors
- Regulatory risk: Servier License Agreement contract assets increased $6.0M, indicating dependency on this agreement's terms and regulatory compliance timing
- Macroeconomic threat: Operating cash used $71.1M in 2025 and $247.6M in 2024, showing high cash burn amid volatile financing environment
- Operational vulnerability: $10.4M accrued liabilities for CROs, CMOs, consultants, indicating heavy reliance on external research and manufacturing partners
- Financial risk: Net loss $113.7M in 2025 with $46.1M stock-based compensation, signaling significant operating losses and dilution risk
Management Discussion & Analysis
- Collaboration revenue $218.7M in 2025 vs $7.0M in 2024, up 3,024% driven by Servier License Agreement
- Net loss $113.7M in 2025 vs $274.5M in 2024; loss decreased 59%, operating expenses up 13% to $378.0M
- Research and development expenses $314.7M (+7%), general and administrative expenses $63.3M (+61%) in 2025
- Best performing segment: Collaboration revenue surge from Servier deal; worst: continued high R&D expenses, $98.1M on darovasertib
- Cash, cash equivalents, marketable securities $1.05B as of Dec 31, 2025; raised net $25M from equity ATM offering in 2025
- Outlook: Cash runway sufficient for 12+ months; expecting higher R&D expenses for clinical advancement; risk of funding shortfall if capital not raised
AI summary of the IDYA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Collaboration revenue $8.9M in Q2 2026; no Q2 2025 comparison provided
- Net loss $112.5M in Q2; R&D expense $108.7M, up 14% sequentially
- Darovasertib largest clinical investment at $32.1M; IDE161 lowest at $2.0M
- Cash, equivalents and marketable securities $1.24B at June 30; follow-on offering net proceeds $323.4M
- NDA submission planned second half 2026; losses expected to increase with development and regulatory activities
Risk Factors
- No new, changed, regulatory, operational, competitive, or financial risks identifiable from Items 2–6
- June 2026 pre-funded warrant form filed as Exhibit 4.7
- No unregistered equity sales or issuer share repurchases during the quarter
AI summary of the IDYA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
Item EX-99.1: Item EX-99.1
- OptimUM-02 met its primary endpoint: median PFS 6.9 months versus 3.1 months, HR 0.42, p<0.0001
- NDA filing for darovasertib combination underway through FDA’s RTOR program, with completion expected in H2 2026
Item 8.01: Other Events
- Yujiro S. Hata elected Board Chairman effective June 16, 2026
- Terry Rosen, Ph.D. appointed Lead Independent Director
Item 5.07: Submission of Matters to a Vote of Security Holders
- All three Class I director nominees elected; terms run through 2029
- Director support varied, with Hampton receiving 56.7M votes for versus 16.3M withheld
Item 8.01: Other Events
- $323.6 million net proceeds strengthen IDEAYA’s funding for operations and clinical development
- Offering issued 7,222,225 common shares at $27.00, creating immediate equity dilution
AI summaries of IDYA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IDYA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ruiz Briseno Andres | Sell | Jul 7, 2026 | 9,550 | $40.01 |
| Ruiz Briseno Andres | M | Jul 7, 2026 | 9,550 | - |
| Ruiz Briseno Andres | M | Jul 7, 2026 | 9,550 | $12.86 |
| Hampton Malcolm Garret | A | Jun 16, 2026 | 20,000 | - |
| Morrison Scott W | A | Jun 16, 2026 | 20,000 | - |
| MACKEY CATHERINE J | A | Jun 16, 2026 | 20,000 | - |
| YARNO WENDY L | A | Jun 16, 2026 | 20,000 | - |
| Stein Jeffrey | A | Jun 16, 2026 | 20,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.0M | $218.7M |
| Operating Income | -$134.4M | -$327.0M | -$159.3M |
| Net Income | -$113.0M | -$274.5M | -$113.7M |
| Op. Margin | - | -4671.1% | -72.8% |
| Net Margin | - | -3921.1% | -52.0% |
| Balance Sheet | |||
| Total Assets | $649.3M | $1.1B | $1.1B |
| Equity | - | $1.1B | $1.0B |
| ROE | - | -25.9% | -11.1% |
| Per Share | |||
| EPS | $-1.96 | $-3.36 | $-1.28 |
| Cash Flow | |||
| Operating CF | - | -$247.6M | -$71.1M |
| CapEx | - | $3.9M | $2.4M |
Source: XBRL data in IDEAYA Biosciences, Inc. (IDYA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IDYA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.61B |
| Q1 2026 | 28 | $1.34B |
| Q4 2025 | 24 | $1.39B |
| Q3 2025 | 26 | $1.04B |
| Q2 2025 | 26 | $841.6M |
| Q1 2025 | 21 | $501.8M |
| Q4 2024 | 19 | $674.4M |
| Q3 2024 | 17 | $256.3M |
- FMR LLC (Fidelity)+937.3K (+7%)
- T. Rowe Price Group+891.6K (+68%)
- State Street Corp+767.7K (+20%)
- BlackRock+451.1K (+5%)
- Vanguard Capital Management LLC+400.2K (+11%)
- Goldman Sachs Group−424.0K (-26%)
- Citadel Advisors LLC−379.0K (-56%)
- Millennium Management−218.5K (-95%)
- Two Sigma Investments−77.9K (-65%)
- JPMorgan Chase & Co−24.6K (-8%)
- D.E. Shaw & Co+20.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 190 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IDYA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 9, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 13, 2026 | - | Analysis | - |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 10-K | Feb 17, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 17, 2026 | - | - | |
| 4 | Feb 2, 2026 | - | - | |
| 4 | Feb 2, 2026 | - | - | |
| 4 | Feb 2, 2026 | - | - |
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IDYA SEC filings: frequently asked questions
Which institutions hold IDYA stock?
As of June 30, 2026, the largest IDEAYA Biosciences, Inc. (IDYA) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($525.9 million), BlackRock ($331.5 million), State Street Corp ($169.5 million), Vanguard Capital Management LLC ($154.0 million), T. Rowe Price Group ($82.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IDYA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), IDEAYA Biosciences, Inc. (IDYA) reported revenue of $218.7 million (up 3024.4% from FY2024) and a net loss of $113.7 million. Diluted EPS was -$1.28. The figures come from the XBRL data in the 10-K.
What are the main risks in IDYA's latest 10-K?
In the 10-K filed February 17, 2026, IDEAYA Biosciences, Inc. (IDYA) flagged: Regulatory risk: Servier License Agreement contract assets increased $6.0M, indicating dependency on this agreement's terms and regulatory compliance timing. Macroeconomic threat: Operating cash used $71.1M in 2025 and $247.6M in 2024, showing high cash burn amid volatile financing environment. (AI summary of the Risk Factors section.)
What did IDYA report in its latest 8-K?
IDEAYA Biosciences, Inc. (IDYA) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest IDYA SEC filings?
IDEAYA Biosciences, Inc. (IDYA) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on July 9, 2026.
What is IDYA's SEC CIK number?
IDEAYA Biosciences, Inc. (IDYA)'s SEC Central Index Key (CIK) is 1676725. EDGAR lists every IDYA filing under that number.
Ask anything about IDYA
The research agent reads IDYA's filings, financials, insider trades and 13F holders, then answers with sources.