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Dec 31, 2025
IDEAYA Q4 2025 Earnings Report
IDEAYA reported its fourth quarter 2025 financial results, highlighting increased collaboration revenue and a reduced net loss compared to the prior year quarter.
Key Takeaways
IDEAYA Biosciences reported collaboration revenue growth in Q4 2025, driven by its Servier license agreement, while significantly narrowing its net loss year-over-year. The company ended the quarter with over $1.04 billion in cash, cash equivalents, and marketable securities, supporting operations into 2030.
Collaboration revenue increased to 10876000 in Q4 2025 from 7000000 in the prior year quarter.
Net loss narrowed to 83273000 compared to 130312000 in Q4 2024.
Research and development expenses decreased significantly year-over-year.
Cash, cash equivalents, and marketable securities totaled 1049685000 as of December 31, 2025.
Revenue by Segment
Forward Guidance
The company expects multiple clinical milestones in 2026, including topline Phase 2/3 data for darovasertib and advancement of several pipeline programs, with cash runway projected into 2030.
Positive Outlook
- Topline Phase 2/3 OptimUM-02 results expected by late March 2026.
- Darovasertib anticipated to be in three Phase 3 registrational trials by H1 2026.
- Initiation of IDE849 registrational study targeted by end of 2026.
- IND clearance received for IDE574 with Phase 1 initiation planned in Q1 2026.
- Cash runway expected to fund operations into 2030.
Challenges Ahead
- Continued net losses expected as clinical programs advance.
- Dependence on positive clinical trial outcomes for regulatory filings.
- GSK collaboration agreement termination and program transfer.
- Ongoing high research and development expenses.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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