Ideaya Biosciences

Q2 FY2026 EarningsQ2 FY26 results for IDYA.US showed a revenue beat of $8.86M vs. $7.45M expected (+18.94%), primarily driven by collaboration revenue from the Servier agreement. However, the bottom line missed consensus with a GAAP EPS of -$1.22 vs. -$1.08 expected, largely due to higher-than-anticipated R&D and personnel expenses to support registrational trials. The company maintains a robust balance sheet with $1.24B in cash, extending the runway into 2030, while the darovasertib NDA filing remains on track for H2 2026.