IDEAYA因延迟达罗瓦塞蒂（darovasertib）色素瘤试验结果而陷入困境

2026-03-23 22:53

IDEAYA Biosciences (IDYA) is down ~5% in Monday trading after announcing it is delaying the release of topline results from a phase 2/3 trial of darovasertib for first-line metastatic uveal melanoma, a type of eye cancer.
A database lock for the OptimUM-02 trial is now slated for the first half of April. Prior company guidance was for the data release in the final week of March.
Mizuho's Graig Suvannavejh now sees the data coming some time in May. "While this perhaps comes as a slight disappointment, given knowledge that the OptimUM-02 study is event-driven, we're not overly concerned on potential implications on the data outcome."
He has an outperform rating on the stock with a $46 price target (~40% upside based on March 20 close).

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