IDEAYA Biosciences, Inc.
IDYA · NASDAQ
Company research
IDEAYA Biosciences, Inc. (NASDAQ: IDYA) is a clinical-stage precision medicine oncology company founded in 2015 and headquartered in South San Francisco, California, dedicated to the discovery and development of targeted therapeutics for molecularly defined patient populations using molecular diagnostics. The company's pipeline is anchored by its proprietary synthetic lethality platform, with lead candidates including darovasertib (PKC inhibitor) targeting uveal melanoma, IDE397 (MAT2A inhibitor) for MTAP-deleted tumors, and a growing portfolio of additional programs spanning PARG, Pol Theta Helicase, WRN, DLL3 ADC, and PRMT5 inhibitors. IDEAYA has secured high-value strategic partnerships with major pharmaceutical companies, including GlaxoSmithKline, Pfizer, and Servier, which have enabled the company to generate substantial collaboration revenues while maintaining a strong balance sheet with no debt. Under the leadership of founder and CEO Yujiro S. Hata, IDEAYA employs approximately 145 people and carries a market capitalization of approximately $3.4 billion, positioning itself as a leading force in next-generation precision oncology therapeutics.
Research reports
Deep fundamental report arguing IDEAYA is a high‑quality precision oncology platform trading at an attractive discount to intrinsic value, highlighting a large cash reserve, minimal debt, and powerful synthetic‑lethality pipeline as a margin of safety. It emphasizes darovasertib and IDE397 as major value drivers with protected IP, large addressable markets and strong partner validation, while acknowledging late‑stage clinical and execution risks typical of biotech.
Fintool · February 17, 2026IDEAYA Biosciences (IDYA) · Q4 2025 Earnings SummaryEarnings‑driven research briefing detailing Q4 and full‑year 2025 results, focusing on sharply narrower losses, $218.7M collaboration revenue from the Servier deal, and a roughly $1.05B cash balance extending runway into 2030. The piece lays out a balanced bull/bear thesis: potential accelerated approval and franchise build‑out if OptimUM‑02 PFS is positive, versus binary trial risk, heavier future R&D burden after GSK’s collaboration exit, and growing G&A from commercial build‑out.
Investing.com · September 17, 2025IDEAYA Biosciences' SWOT analysis: promising data boosts stock outlookSWOT‑style equity note highlighting strong Phase 1 IDE849 (DLL3 ADC) data in SCLC with ORR and PFS metrics viewed as above current standard of care, first‑mover potential in validated biology, and a low‑beta, relatively stable stock profile. It flags negatives like persistent negative EPS and funding needs, but overall frames IDYA as a strengthening precision oncology player with upcoming IDE849 and darovasertib readouts as major upside catalysts supported by analyst price targets from Citi and Barclays.