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Ideaya Biosciences Inc (IDYA)

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Upturn Advisory Summary
12/05/2025: IDYA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $49.47
1 Year Target Price $49.47
| 10 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 166.76% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.14B USD | Price to earnings Ratio - | 1Y Target Price 49.47 |
Price to earnings Ratio - | 1Y Target Price 49.47 | ||
Volume (30-day avg) 13 | Beta 0.04 | 52 Weeks Range 13.45 - 36.61 | Updated Date 12/6/2025 |
52 Weeks Range 13.45 - 36.61 | Updated Date 12/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.89 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -74.82% | Operating Margin (TTM) 52.18% |
Management Effectiveness
Return on Assets (TTM) -10.77% | Return on Equity (TTM) -14.15% |
Valuation
Trailing PE - | Forward PE 4.65 | Enterprise Value 2384945054 | Price to Sales(TTM) 14.64 |
Enterprise Value 2384945054 | Price to Sales(TTM) 14.64 | ||
Enterprise Value to Revenue 11.1 | Enterprise Value to EBITDA -7.8 | Shares Outstanding 87666408 | Shares Floating 86873904 |
Shares Outstanding 87666408 | Shares Floating 86873904 | ||
Percent Insiders 0.9 | Percent Institutions 110.04 |
Upturn AI SWOT
Ideaya Biosciences Inc

Company Overview
History and Background
Ideaya Biosciences Inc. was founded in 2015, emerging from the drug discovery efforts of Seven Bridges Genomics. Its primary focus is on developing precision oncology therapeutics. A significant milestone was its initial public offering (IPO) in January 2020. The company has evolved by advancing its pipeline candidates through preclinical and clinical development, leveraging its synthetic lethality approach.
Core Business Areas
- Synthetic Lethality Oncology: Ideaya Biosciences is focused on developing novel therapies targeting synthetic lethality pathways in cancer. This approach aims to exploit specific vulnerabilities in cancer cells that are not present in normal cells, leading to selective killing of tumor cells with potentially fewer side effects.
- Drug Discovery and Development: The company is actively involved in the discovery, preclinical development, and clinical testing of small molecule inhibitors targeting critical pathways in cancer, particularly those related to DNA damage repair (DDR) and other synthetic lethal interactions.
Leadership and Structure
Ideaya Biosciences is led by a management team with extensive experience in drug discovery, development, and the biopharmaceutical industry. Key leadership positions typically include a Chief Executive Officer, Chief Medical Officer, Chief Scientific Officer, and Chief Financial Officer. The organizational structure is designed to support research and development, clinical operations, regulatory affairs, and commercialization efforts.
Top Products and Market Share
Key Offerings
- IDE196: IDE196 is a small molecule inhibitor of the PRMT5 enzyme, investigated for its potential in treating cancers driven by specific genetic alterations, such as GNAQ/GNA11 mutations found in uveal melanoma and other cancers. Competitors in the PRMT5 inhibitor space include companies like Evotec and Methylation Sciences Inc.
- IDE396: IDE396 is a potent and selective small molecule inhibitor of the methionine-dependent protein methyltransferase 2D (PRMT2D) enzyme, being developed for tumors harboring specific genetic alterations. Competitors are emerging in this area, focusing on PRMT inhibitors generally.
- IDE124: IDE124 is a Pol Theta inhibitor under investigation for its role in DNA repair, with potential applications in treating various solid tumors. Pol Theta inhibitors are a developing area with a few other companies exploring this target.
Market Dynamics
Industry Overview
Ideaya Biosciences operates within the highly competitive and rapidly evolving oncology drug development sector. The industry is characterized by significant investment in research and development, a focus on precision medicine and targeted therapies, and a growing understanding of cancer biology, including synthetic lethality.
Positioning
Ideaya Biosciences is positioned as a clinical-stage biotechnology company focused on innovative synthetic lethality approaches. Its competitive advantages lie in its proprietary platform, its lead pipeline candidates targeting novel mechanisms, and its experienced scientific team. The company aims to address unmet medical needs in oncology through precision-guided therapies.
Total Addressable Market (TAM)
The total addressable market for oncology drugs is substantial and growing, estimated in the hundreds of billions of dollars globally. Ideaya Biosciences is positioned to target specific patient populations within this larger market based on the genetic drivers of their cancers. The TAM for each of its pipeline candidates will depend on the specific cancer types and mutations they are designed to treat.
Upturn SWOT Analysis
Strengths
- Proprietary synthetic lethality platform for drug discovery.
- Strong pipeline of novel oncology drug candidates (IDE196, IDE396, IDE124).
- Experienced management and scientific team.
- Focus on precision medicine and targeted therapies.
- Potential for broad applicability across various cancer types.
Weaknesses
- Clinical trial risks and potential for failure.
- Reliance on external funding and potential for dilution.
- Early-stage company with limited revenue generation.
- Competitive landscape with established and emerging players.
- Manufacturing and supply chain complexities for novel therapeutics.
Opportunities
- Advancement of pipeline candidates through clinical trials to potential FDA approval.
- Strategic partnerships with larger pharmaceutical companies for co-development and commercialization.
- Expansion into new cancer indications and patient populations.
- Leveraging advancements in genomics and biomarker identification.
- Potential for out-licensing of early-stage assets.
Threats
- Failure of pipeline drugs in clinical trials.
- Increased competition from other companies developing similar therapies.
- Regulatory hurdles and lengthy approval processes.
- Pricing pressures and reimbursement challenges.
- Adverse changes in the overall biopharmaceutical market.
Competitors and Market Share
Key Competitors
- Eisai Co., Ltd. (ESALY)
- Blueprint Medicines Corporation (BPMC)
- Mirati Therapeutics, Inc. (MRTX) - Acquired by Bristol Myers Squibb
- Incyte Corporation (INCY)
- GSK plc (GSK)
Competitive Landscape
Ideaya Biosciences faces intense competition from large pharmaceutical companies and numerous emerging biotechs focused on oncology. Its advantages lie in its specialized focus on synthetic lethality and novel targets. However, it faces disadvantages in terms of resources, established commercial infrastructure, and the inherent risks of drug development compared to larger, more diversified companies.
Growth Trajectory and Initiatives
Historical Growth: Historically, Ideaya Biosciences has experienced growth in its R&D pipeline, moving candidates from discovery to preclinical and early-stage clinical development. Growth is measured by the progress of its drug candidates and the expansion of its intellectual property portfolio.
Future Projections: Future projections are highly dependent on the success of ongoing and planned clinical trials. Analyst estimates will focus on potential peak sales of its lead candidates, assuming successful regulatory approvals and market penetration. Growth will be driven by the advancement and potential commercialization of its synthetic lethality therapeutics.
Recent Initiatives: Recent initiatives include the progression of its lead drug candidates (IDE196, IDE396, IDE124) into clinical trials, strategic collaborations, and continued investment in its synthetic lethality platform to discover and develop new oncology therapeutics.
Summary
Ideaya Biosciences is a promising, albeit early-stage, biotechnology company with a strong focus on innovative synthetic lethality targets in oncology. Its pipeline, particularly IDE196 and IDE396, shows significant potential for addressing unmet needs. However, the company faces substantial risks associated with clinical trial outcomes, regulatory approvals, and intense competition. Continued investment in R&D and successful clinical progression are crucial for its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Biotechnology Industry Research Reports
- ClinicalTrials.gov
- Third-party financial data providers
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. The information is based on publicly available data and may not be exhaustive or entirely up-to-date. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions. Market share data is estimated and subject to interpretation. Competitor information is illustrative and not exhaustive.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ideaya Biosciences Inc
Exchange NASDAQ | Headquaters South San Francisco, CA, United States | ||
IPO Launch date 2019-05-23 | Founder, President, CEO & Director Mr. Yujiro S. Hata | ||
Sector Healthcare | Industry Biotechnology | Full time employees 131 | Website https://www.ideayabio.com |
Full time employees 131 | Website https://www.ideayabio.com | ||
IDEAYA Biosciences, Inc., a 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 2 clinical trials for patients with solid tumors having methylthioadenosine phosphorylase gene deletions, such as non-small cell lung (SCLC) and MTAP-deletion urothelial cancer; IDE849, a DLL3 antibody drug conjugate inhibitor that is in Phase 1 clinical trial for the treatment of SCLC and neuroendocrine tumors; IDE275, a Werner Helicase inhibitor that is in Phase 1 clinical trial for patients having tumors with high microsatellite instability; IDE161, a poly ADP-ribose glycohydrolase inhibitor that is in Phase 1/2 clinical trial to treat tumors with homologous recombination deficiency (HRD), and other genetic or molecular signatures; IDE705 (GSK101), a Poly Theta Helicase inhibitor that is in Phase 1 clinical trial for the treatment of tumors with BRCA or other mutations associated with HRD. It also develops preclinical programs, including IDE892, a MTA-cooperative PRMT5 inhibitor; IDE034, a B7H3/PTK7 topo-I-payload bispecific BsADC; and IDE251, a KAT6/7 inhibitor. In addition, the company 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., Gilead Sciences, Inc., Merck, Biocytogen, Cancer Research UK, and the University of Manchester. IDEAYA Biosciences, Inc. was incorporated in 2015 and is headquartered in South San Francisco, California.

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