IDEAYA生物科学 2025年度报告

OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromtoCommission File Number 001-38915 IDEAYA Biosciences, Inc.(Exact name of Registrant as specified in its Charter) 47-4268251(I.R.S. EmployerIdentification No.) Registrant’s telephone number, including area code: (650) 443-6209 Securities registered pursuant to Section 12(b) of the Act: Securities registered pursuant to Section 12(g) of the Act:None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. YES☒NO☐ Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or 15(d) of the Act. YES☐NO☒ Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90days. YES☒NO☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). YES☒NO☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reporting company, or an emerging growthcompany. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of theExchange Act. Large accelerated filer☒Accelerated filer☐Non-accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal control overfinancial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm that prepared or issued its audit report.☒ If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrant included in the filing reflect the correctionof an error to previously issued financial statements.☐Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation received by any of the registrant’s executive officers during the relevant recovery period pursuant to §240.10D-1(b).☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). YES☐NO☒ The aggregate market value of the voting and non-voting common equity held by non-affiliates of the registrant, based on the closing price of the shares of commonstock on the Nasdaq Global Select Market on June 30, 2025, the lastbusiness day of the registrant’s most recently completed second fiscal quarter,of $21.02 per share,was $1.8 billion. Shares of common stock held by each executive officer and director and by each other person who may be deemed to be an affiliate of the registrant,have been excluded from this computation. The determination of affiliate status for this purpose is not necessarily a conclusive determination for other purposes. As of February 13, 2026, the registrant had 87,814,027 shares of common stock, $0.0001 par value per share, outstanding. This number does not include 875,135 sharesof common stock issuable upon the exercise of pre-funded warrants outstanding as of February 13, 2026 (which are immediately exercisable at an exercise price of$0.0001 per share of common stock, subject to beneficial ownership limitations). TABLE OF CONTENTS PART I Item 1......................................................................................................................................................Business1Item 1A................................................................................................................................................Risk Factors34Item 1B.......................................................................................................................Unresolved Staff Comments92Item 1C..............................................................................................................................................Cybersecurity92Item 2....................................................................................................................................................Properties94Item 3..........