Ideaya Biosciences SEC Filings

IDEAYA Biosciences, Inc. filed a current report to note that it has posted an updated corporate presentation to the investor section of its website and furnished the same presentation as Exhibit 99.1. The presentation is dated January 12, 2026 and is intended to provide summary information about the company.

The company states that this information is being furnished under a disclosure item for investor presentations, not filed, so it is not subject to certain liability provisions of the securities laws and will not be automatically incorporated into other SEC filings. The presentation includes a Safe Harbor Statement addressing forward-looking statements.

Federated Hermes, Inc. filed Amendment No. 3 to a Schedule 13G reporting beneficial ownership of 3,395,771 shares of IDEAYA Biosciences, Inc. common stock, representing 3.87% of the class as of 12/31/2025. The same share amount and percentage are reported for the Voting Shares Irrevocable Trust, and for Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue, reflecting shared or sole voting and dispositive powers as disclosed on each cover page.

Federated Hermes, the trust, and the individual filers state that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of IDEAYA. They also declare, in accordance with Rule 13d-4, that this filing should not be construed as an admission that any of them is the beneficial owner of securities held by the managed funds, and they expressly disclaim beneficial ownership of those securities. The filing indicates ownership of 5 percent or less of IDEAYA’s common stock.

IDEAYA Biosciences reports that GlaxoSmithKline Intellectual Property (No. 4) Limited has elected to terminate their Collaboration, Option and License Agreement dated June 15, 2020. The termination becomes effective on March 9, 2026, ninety days after GSK’s written notice on December 9, 2025.

During this 90-day transition period, GSK will transfer the Werner Helicase (IDE275) and Pol Theta (IDE705) clinical programs back to IDEAYA. The company plans to evaluate strategic options for these two programs in 2026 and states that this update does not change its expectation of a cash runway into 2030.

IDEAYA also includes forward-looking statements highlighting risks typical for drug development, such as early-stage program uncertainty, clinical and regulatory processes, manufacturing and commercialization challenges, pricing and reimbursement negotiations, protection of intellectual property, and factors that could affect whether existing cash is sufficient to fund operations.

IDEAYA Biosciences (IDYA) reported Q3 2025 results, driven by collaboration revenue recognized from its August 2025 Servier license. Total revenue was $207.834 million, all from collaboration, yielding net income of $119.244 million versus a loss a year ago. Research and development expense was $82.993 million and general and administrative expense was $16.389 million.

Liquidity strengthened: as of September 30, 2025, cash, cash equivalents and marketable securities were approximately $1.14 billion. Management believes this will fund planned operations for at least 12 months from issuance of the statements. Basic EPS was $1.35 on 88.5 million weighted-average shares. The company also raised $25.0 million net during the nine months via its at-the-market program (984,000 shares at a weighted average price of ~$26). Shares outstanding were 87,666,408 as of October 31, 2025.

The quarter reflects the Servier License Agreement for darovasertib outside the U.S., under which Servier paid a $210.0 million upfront; $207.8 million was recognized as collaboration revenue in Q3.

IDEAYA Biosciences, Inc. furnished a current report describing that it announced its financial results for the third quarter ended September 30, 2025. The company did this through a press release dated November 4, 2025, which is included as Exhibit 99.1.

The report clarifies that the earnings information and the press release are being furnished, not filed, so they are not automatically subject to certain Exchange Act liabilities or incorporated into other securities law filings unless specifically referenced.

IDEAYA Biosciences (IDYA) reported new Phase 2 clinical outcomes for its darovasertib plus crizotinib combination in first-line metastatic uveal melanoma. In 44 patients with a median follow-up of 25 months (cut-off May 28, 2025), the trial observed a median overall survival of 21.1 months and median progression-free survival of 7.0 months. Among 41 efficacy-evaluable patients, the confirmed overall response rate was 34% (14/41) with a 9.0‑month median duration of response, and disease control reached 90% (37/41). Historical median overall survival in treatment‑naïve mUM is approximately 12 months.

The regimen showed manageable tolerability; the most common treatment‑related adverse events (>30%) were diarrhea, nausea, edema, vomiting, dermatitis, hypoalbuminemia and fatigue, with grade ≥3 events of iron‑deficiency anemia and pulmonary embolism (both 5%). IDEAYA is running a registration‑enabling Phase 2/3 trial (OptimUM‑02) targeting median PFS readout by year‑end 2025 to Q1 2026, and a Phase 3 neoadjuvant trial (OptimUM‑10) in primary uveal melanoma. Pfizer is supplying defined quantities of crizotinib under a collaboration and supply agreement.

IDEAYA Biosciences filed an Form 8-K reporting material event updates tied to its OptimUM-10 trial of darovasertib. The company states that all efficacy-evaluable patients had received three or more cycles of treatment and had both baseline and on-treatment tumor assessments, paired dosimetry, and visual acuity score data available as of the stated cut-off. A median or representative follow-up duration of 3.5 months is reported for post-baseline scans, and the filing notes the study has not yet achieved a fully mature confirmed overall response rate (ORR%). The 8-K references the company’s 10-K and other SEC reports and is signed by Yujiro Hata, President and CEO.

IDEAYA Biosciences, Inc. disclosed that an upfront payment together with expected cost savings from an agreement are expected to extend the company’s cash runway by at least twelve months and, based on the company’s current operating plan, fund planned operations into 2030. The filing references mid-teens to low-twenties percentages in the text but does not provide further detail on what those percentages measure. The company also notes its 10-K was filed with the SEC on February 18, 2025. The report is signed by Yujiro Hata, President and Chief Executive Officer, dated September 2, 2025.

Janus Henderson Group plc filed Amendment No. 4 to a Schedule 13G reporting its beneficial ownership of IDEAYA BIOSCIENCES, INC. common stock (CUSIP 45166A102). The filing lists an aggregate beneficial ownership of 6,206,238 shares, representing 6.9% of the class, tied to an event date of 06/30/2025. The report shows no sole voting or dispositive power and shared voting and dispositive power of 6,206,238 shares, while Item 4 separately notes that JHIUS may be deemed beneficial owner of 6,080,532 shares. The reporting person is identified as an investment adviser/holding company (IA, HC). The statement is signed by Kristin Mariani on 08/14/2025 and includes a Power of Attorney exhibit dated 12/09/2022.