| Metric | Value ($ M) |
|---|---|
| Revenue | 207.83 |
| Total Income | 207.83 |
| Expenditure | 99.38 |
| PBT | — |
| Net Profit | 119.24 |
| OPM | 52.18% |
| NPM | 57.38% |
| EPS | 1.35 |
IDEAYA Biosciences Reports Q3 2025 Financial Results; Collaboration Revenue $207.8M
04 May 2026 · 4 May, 8:11 am
Summary
IDEAYA Biosciences announced its financial results for the third quarter ended September 30, 2025. The company reported collaboration revenue of $207.8 million, primarily driven by the exclusive license agreement with Servier for darovasertib. IDEAYA's cash position remains strong at approximately $1.14 billion. Net income for the quarter was $119.2 million, a significant improvement compared to the previous quarter's net loss. The company continues to advance its pipeline, with key milestones expected in the near term.
Key Highlights
- 1
IDEAYA Biosciences reported collaboration revenue of $207.8 million for the three months ended September 30, 2025, driven by the Servier license agreement.
- 2
The company's cash, cash equivalents, and marketable securities totaled approximately $1.14 billion as of September 30, 2025.
- 3
Net income for the three months ended September 30, 2025, was $119.2 million, compared to a net loss of $77.5 million for the three months ended June 30, 2025.
- 4
IDEAYA received $210 million upfront from Servier for an exclusive license agreement for darovasertib outside the United States.
- 5
Median PFS data from the Phase 2/3 trial of darovasertib/crizotinib in 1L HLA*A2-negative metastatic uveal melanoma is expected by year-end 2025 to 1Q 2026.
- 6
A 21.1 month median OS and 7.0 month median PFS were reported from the single-arm Phase 2 trial evaluating the darovasertib/crizotinib combination in 1L mUM.
- 7
IDEAYA achieved first-patient-in (FPI) in NSCLC for the IDE397 and Trodelvy® clinical combination and plans the next clinical update for a medical conference in the first half of 2026.
Management Comments
Yujiro S. Hata
"This quarter we continued to make significant progress across the pipeline and broader business, including the partnership with Servier that extends our runway into 2030 and enables potential commercialization of darovasertib outside of the United States. We have also provided multiple major medical conference clinical data updates at WCLC, ESMO and SMR, and completed our third IND filing in 2025 to further extend our industry leadership in precision medicine oncology."
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