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1. Company Snapshot

1.a. Company Description

IDEAYA Biosciences, Inc., a synthetic lethality-focused precision medicine oncology company, focuses on the discovery and development of targeted therapeutics for patient populations selected using molecular diagnostics.The company's lead product candidates include IDE397, a methionine adenosyltransferase 2a inhibitor that is in Phase I clinical trial for patients with solid tumors having methylthioadenosine phosphorylase deletions; and IDE196, a protein kinase C inhibitor that is in Phase I/II clinical trial for genetically defined cancers having GNAQ or GNA11 gene mutations.Its preclinical pipeline includes various synthetic lethality programs targeting PARG inhibitor in tumors for patients having tumors with a defined biomarker based on genetic mutations and/or molecular signatures; Pol Theta inhibitors in tumors with BRCA or other homologous recombination deficiency mutations; and WRN inhibitors in tumors with high microsatellite instability.


The company has a research collaboration agreement with Cancer Research UK and the University of Manchester to develop small molecule inhibitors of Poly (ADP-ribose) glycohydrolase; and a clinical trial collaboration and supply agreement with Pfizer Inc.for Phase I/II study in metastatic uveal melanoma, skin melanoma, and other solid tumors, as well as a strategic partnership with GlaxoSmithKline plc.IDEAYA Biosciences, Inc.


was incorporated in 2015 and is headquartered in South San Francisco, California.

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1.b. Last Insights on IDYA

IDEAYA Biosciences' recent performance was driven by increased institutional investor interest, with Creative Planning boosting its stake by 99.4% and Oppenheimer Asset Management raising its stake by 19.3%. The company's robust pipeline, led by darovasertib for uveal melanoma, shows promising Phase 2 results and multiple pivotal studies, with potential for $500M+ peak revenue. Upcoming investor relations events and a major eye cancer catalyst nearing could drive further momentum, with several near-term catalysts suggesting undervaluation of its broader portfolio.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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IDE034, a Bispecific ADC Licensed by Biocytogen to IDEAYA, Receives FDA IND Clearance

Dec -05

Source: businesswire.com

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IDE034, a Bispecific ADC Licensed by Biocytogen to IDEAYA, Receives FDA IND Clearance

Dec -05

Source: businesswire.com

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IDEAYA Biosciences, Inc. $IDYA Stock Position Reduced by Fisher Asset Management LLC

Dec -04

Source: defenseworld.net

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IDEAYA Biosciences, Inc. (IDYA) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

Dec -02

Source: seekingalpha.com

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IDEAYA Biosciences Announces IND Clearance for IDE034, a Potential First-in-Class Bispecific B7H3/PTK7 TOP1 ADC Targeting Multiple Solid Tumor Types

Dec -01

Source: prnewswire.com

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IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)

Nov -28

Source: prnewswire.com

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Ideaya Biosciences: Primed For Success - Major Eye Cancer Catalyst Weeks Away

Nov -25

Source: seekingalpha.com

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Creative Planning Boosts Stake in IDEAYA Biosciences, Inc. $IDYA

Nov -25

Source: defenseworld.net

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (30.00%)

6. Segments

Research and Development for Oncology-Focused Precision Medicine

Expected Growth: 30.0%

The oncology-focused precision medicine market is rapidly expanding, driven by increasing demand for targeted therapies and advancements in genomic research. IDEAYA's strong pipeline and innovative approach position it for significant growth, in line with the global revenue growth hypothesis of 30.0%. The company's expertise in synthetic lethality and epigenetics is expected to drive its success in this segment.

7. Detailed Products

Targeted Protein Degradation (TPD) Platform

A novel approach to drug discovery that utilizes small molecules to selectively degrade disease-causing proteins, offering a potential solution for previously undruggable targets.

E3 Ligase Modulators

Small molecule modulators that selectively engage E3 ubiquitin ligases to induce protein degradation, providing a new avenue for therapeutic intervention.

Cereblon Modulators

Small molecule modulators that selectively engage the Cereblon E3 ubiquitin ligase to induce protein degradation, offering a potential solution for hematological malignancies and other diseases.

Degrader Conjugates

A novel class of therapeutics that combine a targeting moiety with a degrader molecule, enabling the selective degradation of disease-causing proteins in specific cell types or tissues.

Protein Degradation Profiling Services

Comprehensive profiling services that enable the identification of optimal degrader molecules and E3 ligase targets for specific disease indications.

8. IDEAYA Biosciences, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

IDEAYA Biosciences, Inc. has a unique portfolio of precision medicine oncology products, which reduces the threat of substitutes.

Bargaining Power Of Customers

IDEAYA Biosciences, Inc. has a diverse customer base, but some large pharmaceutical companies have significant bargaining power.

Bargaining Power Of Suppliers

IDEAYA Biosciences, Inc. has a strong supply chain management system, which reduces the bargaining power of suppliers.

Threat Of New Entrants

The biotechnology industry is highly competitive, and new entrants with innovative products can pose a significant threat to IDEAYA Biosciences, Inc.

Intensity Of Rivalry

The biotechnology industry is highly competitive, and IDEAYA Biosciences, Inc. faces intense rivalry from established players and new entrants.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 0.46%
Debt Cost 8.31%
Equity Weight 99.54%
Equity Cost 8.31%
WACC 8.31%
Leverage 0.46%

11. Quality Control: IDEAYA Biosciences, Inc. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
BridgeBio Pharma

A-Score: 5.3/10

Value: 8.0

Growth: 5.1

Quality: 5.9

Yield: 0.0

Momentum: 10.0

Volatility: 2.7

1-Year Total Return ->

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Alnylam Pharmaceuticals

A-Score: 4.6/10

Value: 0.0

Growth: 7.8

Quality: 5.2

Yield: 0.0

Momentum: 9.5

Volatility: 5.3

1-Year Total Return ->

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Insmed

A-Score: 4.3/10

Value: 6.0

Growth: 3.3

Quality: 4.1

Yield: 0.0

Momentum: 10.0

Volatility: 2.7

1-Year Total Return ->

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ADMA Biologics

A-Score: 4.2/10

Value: 1.5

Growth: 8.4

Quality: 8.5

Yield: 0.0

Momentum: 3.0

Volatility: 4.0

1-Year Total Return ->

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Bio-Techne

A-Score: 3.2/10

Value: 0.9

Growth: 4.2

Quality: 6.3

Yield: 0.0

Momentum: 2.5

Volatility: 5.3

1-Year Total Return ->

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Stock-Card
IDEAYA Biosciences

A-Score: 3.2/10

Value: 6.6

Growth: 2.9

Quality: 5.1

Yield: 0.0

Momentum: 1.5

Volatility: 3.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

35.87$

Current Price

35.87$

Potential

-0.00%

Expected Cash-Flows