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.
Price Chart
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.
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.
Risk Factors
- Potential dilution from future ATM sales if executed.
- Market perception of increased share supply may pressure stock near-term.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-206806 |
| Document: d949251dex51.htm | 0001193125-26-206806 |
| Document: 0001193125-26-206806-index-headers.html | 0001193125-26-206806 |
| Document: 0001193125-26-206806-index.html | 0001193125-26-206806 |
| Document: 0001193125-26-206806.txt | 0001193125-26-206806 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 4, 2026 8w ago | 8-K | $36.11 $39.95 | ▲ +10.63% | ▲ +11.87% | $37.05 (+2.60%) |
Jun 23, 2026 14w ago | 8-K | $36.28 $35.00 | ▼ −3.53% | ▼ −5.46% | $37.05 (+2.12%) |
Jun 10, 2026 16w ago | 8-K | $28.84 $37.28 | ▼ −29.26% | ▼ −27.37% | $37.05 (−28.47%) |
Jun 9, 2026 16w ago | 424B5 | $27.60 $37.28 | ▼ −35.07% | ▼ −31.45% | $37.05 (−34.24%) |
Jun 8, 2026 16w ago | 424B5 | $28.07 $40.51 | ▼ −44.32% | ▼ −42.87% | $37.05 (−31.99%) |
Jun 3, 2026 17w ago | 8-K | $28.40 $37.65 | ▲ +32.57% | ▲ +33.57% | $37.05 (+30.46%) |
May 5, 2026 21w ago | 8-K | $28.74 $28.40 | ▼ −1.18% | ▼ −3.96% | $37.05 (+28.91%) |
May 5, 2026 21w ago | 424B5 | $28.74 $28.40 | ▼ −1.18% | ▼ −3.96% | $37.05 (+28.91%) |
Apr 13, 2026 24w ago | 8-K | $32.82 $28.13 | ▼ −14.29% | ▼ −22.02% | $37.05 (+12.89%) |
Apr 9, 2026 25w ago | 8-K | $31.00 $28.74 | ▼ −7.29% | ▼ −14.86% | $37.05 (+19.52%) |
US Market Status
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