Every 10-Q that IDEAYA Biosciences, Inc. (IDYA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow IDYA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IDYA filings page.
IDEAYA Biosciences reported collaboration revenue of $8.9 million for the quarter and $15.4 million for the six months ended June 30, 2026, entirely from its Servier darovasertib license. Operating expenses rose sharply, with research and development at $108.7 million and general and administrative at $22.5 million for the quarter.
This drove a quarterly net loss of $112.5 million and a six‑month net loss of $211.0 million. Liquidity strengthened through a June 2026 follow‑on offering of 7,222,225 shares and 5,555,576 pre‑funded warrants, generating $345.0 million in gross and $323.4 million in net proceeds, plus at‑the‑market sales of 1,196,423 shares for $33.1 million in net proceeds. Cash, cash equivalents and marketable securities totaled approximately $1.24 billion, and management believes this will fund planned operations for at least twelve months from issuance. The company continues to invest heavily in its precision oncology pipeline, led by darovasertib in uveal melanoma with positive Phase 2/3 data and an NDA planned for the second half of 2026, alongside multiple ADC and synthetic lethality programs.
IDEAYA Biosciences reported first-quarter 2026 results showing collaboration revenue of $6.6 million, driven by its darovasertib license with Servier. Operating expenses rose as research and development reached $95.7 million and general and administrative costs were $19.4 million, leading to a net loss of $98.5 million and a net loss per share of $1.11.
Despite the loss, IDEAYA ended the quarter with strong liquidity, holding cash, cash equivalents and marketable securities totaling about $972.9 million. Management believes this balance will fund planned operations for at least 12 months while advancing a nine-candidate oncology pipeline, including multiple Phase 2/3 trials for darovasertib in uveal melanoma.
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.