IDYA IDEAYA Biosciences, Inc.

NEUTRAL Impact: 2/10 8-K
Horizon days Filed May 5, 2026 Processed 1mo ago SEC 0001193125-26-206806
8-K context-dependent: Items 8.01
Latest settled — T+20d ⚠ clustered
IDYA ▼ -1.18% at T+20d
NEUTRAL call ✗ call lost -1.18% · α vs SPY -3.96% · entry $28.74 → $28.40
Next anchor: T+60d in 7w
Currently $28.07 · -2.33% from $28.74 entry
Entry anchored
May 5, 2026
via day open
T+1d
-1.74%
call -1.74% · α -1.41%
$28.24
settled 5w ago
T+5d
-2.16%
call -2.16% · α -3.29%
$28.12
settled 29d ago
T+20d
-1.18%
call -1.18% · α -3.96%
$28.40
settled 7d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

IDEAYA Biosciences filed a new automatic shelf registration statement (Form S-3ASR) to replace its prior shelf that was expiring, and concurrently filed a prospectus supplement for its existing ATM offering with Jefferies, with $156.6 million in remaining capacity. This is a routine administrative filing to maintain financing flexibility. No financial results or material business developments were reported.

Actionable Insight

Monitor future ATM usage disclosures on Form 424B5 to track actual dilution. The filing itself is administrative and does not change the company's fundamental outlook. No immediate trading catalyst.

Key Facts

  • Filed new automatic shelf registration statement (S-3ASR) on May 5, 2026 to replace prior shelf expiring June 26, 2026.
  • Filed ATM prospectus supplement under existing Sales Agreement with Jefferies; up to $156,552,996.81 in common stock remains available for sale.
  • Prior to this filing, the company had already sold $193,447,003.19 under the same ATM program.
  • No financial results, guidance, or operational updates were provided in this filing.

Financial Impact

Up to $156.6 million in potential common stock issuance under ATM program, but no immediate capital raised.

dilution

Risk Factors

  • Potential dilution from future ATM sales if executed.
  • Market perception of increased share supply may pressure stock near-term.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
88% bullish (25 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-206806
Document: d949251dex51.htm0001193125-26-206806
Document: 0001193125-26-206806-index-headers.html0001193125-26-206806
Document: 0001193125-26-206806-index.html0001193125-26-206806
Document: 0001193125-26-206806.txt0001193125-26-206806
7 reports for IDYA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for IDYA — sortable, filterable
Type Now
Jun 9, 2026
today
424B5
BEARISH ★ 6/10
awaiting T+1
Jun 8, 2026
1d ago
424B5
BEARISH ★ 6/10
$31.54 awaiting T+1awaiting T+1$28.07 (+11.00%)
Jun 3, 2026
6d ago
8-K
NEUTRAL ★ 4/10
$28.40 $29.22▲ +2.89%▲ +2.49%$28.07 (−1.16%)
May 5, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$28.74 $28.24▼ −1.74%▼ −1.41%$28.07 (−2.33%)
May 5, 2026
5w ago
424B5
MIXED ★ 5/10
$28.74 $28.24▼ −1.74%▼ −1.41%$28.07 (−2.33%)
Apr 13, 2026
8w ago
8-K
BULLISH ★ 8/10
$32.82 $32.35▼ −1.43%▼ −2.64%$28.07 (−14.47%)
Apr 9, 2026
8w ago
8-K
NEUTRAL ★ 4/10
$31.00 $30.50▼ −1.61%▼ −1.55%$28.07 (−9.45%)
Showing 7 of 7

US Market Status

Market Closed — Opens Thu (10h 4m)

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