
IDYA Stock Forecast & Price Target
IDYA Analyst Ratings
Bulls say
IDEAYA Biosciences is well positioned for a commercial inflection because darovasertib’s NDA was completed under RTOR in 3Q26, with broad mUM label potential supported by ESMO data across HLA-A2 positive and negative patients and a possible early 2027 launch. Its core value also comes from a differentiated synthetic-lethality platform, as IDE397 and IDE892 are advancing in MTAP-deleted tumors with projected efficacious exposure achieved and multiple RAS-combination studies underway, while IDE849 showed encouraging survival and response data that could support two phase III trials by YE26. Financially, the company reported $1.15B in cash and equivalents, expects runway into 2030, and is redirecting $100M-$125M of savings from the closed OptimUM-10 study toward higher-priority programs, reinforcing execution and optionality.
Bears say
IDEAYA Biosciences is viewed pessimistically because its valuation depends heavily on darovasertib succeeding in MUM or neo-adjuvant UM, and a failure there could leave the shares trading closer to cash at $10/share. The bearish case is reinforced by the risk of a disappointing PFS readout for daro in MUM, a challenged market opportunity in neo-adjuvant UM, and unclear paths to commercialization for pipeline programs. More broadly, clinical and regulatory failure of darovasertib, IDE397, or IDE849, along with possible safety signals, weak efficacy, or commercial competition from current and future therapies, could prevent the company from achieving sales estimates and undermine the investment thesis.
This aggregate rating is based on analysts' research of Ideaya Biosciences Inc and is not a guaranteed prediction by Public.com or investment advice.
IDYA Analyst Forecast & Price Prediction
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