Ticker brief
IDYA IDEAYA BIOSCIENCES INC
Consumer, Non-cyclical · Biotechnology
last close
$40.11
1 day
-4.0%
14 days
+10.5%
mkt cap
$3.6B
signals 14d
11
authors 14d
7
crowd 14d
-0.7σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 170% | IV/HV 3.95× (as of 2026-04-10) |
| Skew — 25Δ RR 30d | -0.988 | 25Δ call IV − put IV |
| OI alarm | quiet | last alarm 2026-04-09 (z=6.6) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-19 → 2026-08-26 · now +0.55 (−1 bearish … +1 bullish)
Who spoke7
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Biotech2k1 | A | +1.02 | 3 | +0.58 |
| @SandmanMarkets | C | -2.91 | 2 | +0.38 |
| @bioinvestor24 | A | -0.45 | 2 | -0.33 |
| @BioStocks | C | -3.02 | 1 | +0.25 |
| @semodough | C | -3.01 | 1 | +0.40 |
| @BiopharmIQ | B | · | 1 | +0.25 |
| @MartyChargin | C | -0.27 | 1 | +0.15 |
Recent signals11of 11 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-26 | @Biotech2k1 | +0.55 | Plans to build core biotech names toward 10% each and add IDYA and COGT at good values. — Explicit portfolio-building plan specifies target weights and value-dependent additions. | -3.5% | tweet ↗ |
| 2026-08-25 | @Biotech2k1 | +0.60 | Explicitly discloses positions in three precommercial late-stage biotech companies. | -5.6% | tweet ↗ |
| 2026-08-25 | @MartyChargin | +0.15 | IDYA is observed trading higher, while the author explicitly says the cause is unknown. | -5.6% | tweet ↗ |
| 2026-08-24 | @bioinvestor24 | -0.40 | Mocks the risk profile of IDYA's Roche combination because it lacks human data | +0.2% | tweet ↗ |
| 2026-08-20 | @bioinvestor24 | -0.25 | Mocks an IDYA-Roche combination program beginning before either molecule has standalone Phase 1 data. | +2.6% | tweet ↗ |
| 2026-08-19 | @Biotech2k1 | +0.60 | Discloses finalized core portfolio holdings and plans to sell positions that failed analysis into rallies | +3.2% | tweet ↗ |
| 2026-08-19 | @BiopharmIQ | +0.25 | Lists opening biotech movers and their associated trial, offering, facility and collaboration catalysts | +3.2% | tweet ↗ |
| 2026-08-19 | @semodough | +0.40 | LifeSci rates IDYA Outperform with a $58 target and describes a Roche-funded trial collaboration. | +3.2% | tweet ↗ |
| 2026-08-19 | @SandmanMarkets | +0.75 | Enter at the open, add at 36.55 and 35.15, with a stop below 34.01. — Gives explicit opening entry, additional buy levels and a stop. | +3.2% | tweet ↗ |
| 2026-08-19 | @SandmanMarkets | +0.00 | Lists four watch-list tickers and points to a thread for the setups. | +3.2% | tweet ↗ |
| 2026-08-19 | @BioStocks | +0.25 | IDEAYA announced a clinical collaboration with Genentech in pancreatic cancer. | +3.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.