Every material Form 8-K IDEAYA Biosciences, Inc. has filed with the SEC since June 23, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
IDEAYA Biosciences reported third-quarter 2026 results on November 3, 2026. Collaboration revenue rose to $10.2 million from $8.9 million in the prior quarter, but the net loss widened to $125.7 million from $112.5 million as research and development and general and administrative spending increased. The company said its cash runway into 2030 is unchanged and that it completed a new drug application for darovasertib in metastatic uveal melanoma during the quarter.
Collaboration revenue was $10.2 million for Q3 2026, up from $8.9 million for Q2 2026.
Net loss was $125.7 million, or $1.22 per share, versus $112.5 million, or $1.22 per share, in Q2 2026; R&D expenses were $121.6 million.
Cash, cash equivalents and marketable securities were $1.15 billion at September 30, 2026, down from $1.24 billion at June 30, 2026; runway guidance into 2030 is unchanged.
Phase 3 OptimUM-010 trial was closed, with estimated cost savings of $100-125 million to be reallocated to other programs.
IDEAYA Biosciences reported second-quarter 2026 results, with a net loss of $112.5 million, up from $98.5 million in the first quarter, as collaboration revenue rose to $8.9 million and R&D expenses increased to $108.7 million. The company had about $1.24 billion in cash, cash equivalents and marketable securities as of June 30, 2026, and said its cash runway guidance into 2030 is unchanged.
Net loss per share was $1.22 for the quarter, compared with $1.11 in the first quarter of 2026.
Collaboration revenue was $8.9 million, up from $6.6 million in the first quarter of 2026.
The darovasertib combination met the primary endpoint in the OptimUM-02 trial, with median progression-free survival of 6.9 months versus 3.1 months in the comparator arm; an NDA filing is underway with completion expected in the second hal
Net proceeds of approximately $323.4 million from a June 2026 public offering contributed to the higher cash balance.
At its June 16, 2026 annual meeting, IDEAYA Biosciences stockholders elected three Class I directors, ratified PricewaterhouseCoopers LLP as auditor for 2026, and approved executive compensation in a non-binding vote. The same day, the board named Yujiro S. Hata chairman and Terry Rosen, Ph.D., lead independent director, which sets the board's leadership structure.
Yujiro S. Hata received 70,546,418 votes for and 2,470,077 withheld; M. Garret Hampton, Ph.D., received 56,718,637 for and 16,297,858 withheld
PricewaterhouseCoopers LLP ratified: 82,579,758 for, 141,240 against, 384,840 abstentions
Advisory say-on-pay vote: 64,269,756 for, 8,349,131 against, 397,608 abstentions
Effective June 16, 2026, Hata became Chairman and Terry Rosen, Ph.D., became Lead Independent Director
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