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AI brief of an SEC Form 8-K · IDEAYA Biosciences, Inc. (IDYA)

IDEAYA Q3 net loss widens to $125.7 million as collaboration revenue rises

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyIDEAYA Biosciences, Inc. (IDYA)
Form8-K, current report
Filed with the SECNov 3, 2026, 8:04 AM ET
Accession number0001193125-26-444225

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:53 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 03, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.