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IDEAYA Biosciences, Inc.

NASDAQ•IDYA
CEO: Mr. Yujiro S. Hata
Sector: Healthcare
Industry: Biotechnology
Listing Date: 2019-05-23
IDEAYA Biosciences, Inc., a synthetic lethality-focused precision medicine oncology company, discovers and develops targeted therapeutics for patient populations selected using molecular diagnostics in the United States. The company's products in development include IDE196, a protein kinase C inhibitor that is in Phase 2/3 clinical trials for genetically defined cancers having GNAQ or GNA11 gene mutations; IDE397, a methionine adenosyltransferase 2a inhibitor that is in Phase 1/2 clinical trials for patients with solid tumors having methylthioadenosine phosphorylase gene deletions, such as non-small cell lung, bladder, gastric, and esophageal cancers; IDE161, a poly ADP-ribose glycohydrolase inhibitor that is in Phase 1 clinical trial to treat tumors with homologous recombination deficiency (HRD), and other genetic or molecular signatures; GSK101, a Pol Theta Helicase inhibitor that is in Phase 1 clinical trial for the treatment of tumors with BRCA or other homologous recombination, and HRD mutations; and Werner Helicase inhibitors for tumors with high microsatellite instability. It offers preclinical research programs focused on pharmacological inhibition; DECIPHER dual CRISPR library for synthetic lethality target and biomarker discovery; and INQUIRE chemical library and HARMONY machine-learning engines to enhance its drug discovery platform. The company has strategic alliances with GlaxoSmithKline, Pfizer Inc., Novartis International Pharmaceuticals Ltd., Amgen Inc., Gilead Sciences, Inc., Cancer Research UK, and the University of Manchester. IDEAYA Biosciences, Inc. was incorporated in 2015 and is headquartered in South San Francisco, California.
Contact Information
7000 Shoreline Court, Suite 350, South San Francisco, CA, 94080, United States
650-443-6209
www.ideayabio.com
Market Cap
$2.78B
P/E (TTM)
-24.7
17.3
Dividend Yield
--
52W High
$39.28
52W Low
$13.45
52W Range
70%
Rank43Top 50.7%
3.8
F-Score
Modified Piotroski Analysis
Based on 8-year fundamentals
Weak • 3.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2025

Financial Dashboard

Q4 2025 Data

Revenue

$10.88M+0.00%
4-Quarter Trend

EPS

-$0.94+0.00%
4-Quarter Trend

FCF

-$90.83M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Collaboration Revenue Surges Collaboration revenue reached $218.7M USD in 2025, marking a massive 3,024% increase driven by Servier agreement execution.
Net Loss Significantly Reduced Net loss narrowed to $(113.7M) USD in 2025 from $(274.5M) USD in 2024, reflecting 59% reduction in operating loss.
Lead Asset Trial Enrollment Complete Darovasertib OptimUM-02 trial enrollment finished (437 patients) for mUM; topline PFS data expected in Q1 2026.
New INDs Cleared for Pipeline Secured IND clearance for IDE034 (Q4 2025) and IDE574 (Jan 2026), advancing next-generation precision oncology candidates.

Risk Factors

Clinical Stage High Losses Clinical-stage biopharma with limited history; incurred accumulated deficit of $736.5M USD through December 31, 2025.
Future Financing Requirements Expect substantial expenses advancing pipeline; future financing may cause stockholder dilution or impose unfavorable terms.
Reliance on Partner Execution Business success depends on Servier for ex-US darovasertib commercialization; GSK terminated two synthetic lethality programs.
Development and Regulatory Uncertainty Product candidates require substantial time and resources before potential regulatory approval; development success is highly uncertain.

Outlook

Darovasertib Data Readouts Expected Plan to report topline progression-free survival data from the registrational OptimUM-02 trial in the first quarter of 2026.
Advancing Next-Generation Assets Target initiation of Phase 1 dose escalation trials for IDE034 and IDE574 in the first quarter of 2026.
DDR Combination Trial Initiation Target initiation of Phase 1 combination trial combining IDE161 and IDE849 in SCLC/NEC during the second quarter of 2026.
Sufficient Cash Runway Current cash, cash equivalents, and marketable securities of $1.05B USD fund planned operations for at least 12 months.

Peer Comparison

Revenue (TTM)

GLPG stock ticker logoGLPG
$1.26B
+303.5%
LEGN stock ticker logoLEGN
$1.03B
+64.2%
KNSA stock ticker logoKNSA
$677.56M
+60.1%

Gross Margin (Latest Quarter)

AGIO stock ticker logoAGIO
96.9%
-4.3pp
BEAM stock ticker logoBEAM
95.0%
-471.3pp
IDYA stock ticker logoIDYA
89.0%
+0.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
IBRX$9.66B-26.564.3%175.0%
COGT$5.75B-7.3-100.2%27.0%
CDTX$5.61B-18.6-60.1%0.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
N/M
Revenue Volatile
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
25%
Cash Flow Needs Attention

Deep Research

Next earnings:May 4, 2026
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