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Healthcare - Biotechnology - NASDAQ - US
$ 21.67
-0.869 %
$ 1.9 B
Market Cap
-5.94
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one IDYA stock under the worst case scenario is HIDDEN Compared to the current market price of 21.7 USD, IDEAYA Biosciences, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one IDYA stock under the base case scenario is HIDDEN Compared to the current market price of 21.7 USD, IDEAYA Biosciences, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one IDYA stock under the best case scenario is HIDDEN Compared to the current market price of 21.7 USD, IDEAYA Biosciences, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart IDYA

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$26.0$26.0$24.0$24.0$22.0$22.0$20.0$20.0$18.0$18.0$16.0$16.0$14.0$14.0Jan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 Jun
FINANCIALS
7 M REVENUE
-70.07%
-327 M OPERATING INCOME
-143.23%
-274 M NET INCOME
-142.98%
-248 M OPERATING CASH FLOW
-114.87%
-503 M INVESTING CASH FLOW
-217.16%
678 M FINANCING CASH FLOW
86.80%
0 REVENUE
0.00%
-84.4 M OPERATING INCOME
41.45%
-72.2 M NET INCOME
44.61%
-60.3 M OPERATING CASH FLOW
50.40%
79.8 M INVESTING CASH FLOW
140.49%
26.1 M FINANCING CASH FLOW
849.62%
Balance Sheet IDEAYA Biosciences, Inc.
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Current Assets 690 M
Cash & Short-Term Investments 676 M
Receivables 3 K
Other Current Assets 13.4 M
Non-Current Assets 434 M
Long-Term Investments 406 M
PP&E 27.7 M
Other Non-Current Assets 805 K
60.17 %36.10 %Total Assets$1.1b
Current Liabilities 46.1 M
Accounts Payable 15.4 M
Short-Term Debt 596 K
Other Current Liabilities 30.1 M
Non-Current Liabilities 18.9 M
Long-Term Debt 18.9 M
Other Non-Current Liabilities 0
23.75 %46.28 %29.06 %Total Liabilities$64.9m
EFFICIENCY
Earnings Waterfall IDEAYA Biosciences, Inc.
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Revenue 7 M
Cost Of Revenue 0
Gross Profit 3.17 M
Operating Expenses 334 M
Operating Income -327 M
Other Expenses -52.5 M
Net Income -274 M
50m50m00(50m)(50m)(100m)(100m)(150m)(150m)(200m)(200m)(250m)(250m)(300m)(300m)(350m)(350m)7m03m(334m)(327m)52m(274m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
45.23% GROSS MARGIN
45.23%
-4671.07% OPERATING MARGIN
-4671.07%
-3921.10% NET MARGIN
-3921.10%
-25.91% ROE
-25.91%
-24.42% ROA
-24.42%
-30.31% ROIC
-30.31%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis IDEAYA Biosciences, Inc.
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100m100m50m50m00(50m)(50m)(100m)(100m)(150m)(150m)(200m)(200m)(250m)(250m)(300m)(300m)2018201820192019202020202021202120222022202320232024202420252025
Net Income -274 M
Depreciation & Amortization 3.83 M
Capital Expenditures -3.86 M
Stock-Based Compensation 34.7 M
Change in Working Capital 11.5 M
Others -20 M
Free Cash Flow -251 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets IDEAYA Biosciences, Inc.
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Wall Street analysts predict an average 1-year price target for IDYA of $54.4 , with forecasts ranging from a low of $27 to a high of $68 .
IDYA Lowest Price Target Wall Street Target
27 USD 24.60%
IDYA Average Price Target Wall Street Target
54.4 USD 150.87%
IDYA Highest Price Target Wall Street Target
68 USD 213.80%
Price
Max Price Target
Min Price Target
Average Price Target
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4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 17
6. Ownership
Insider Ownership IDEAYA Biosciences, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
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0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
IDEAYA Biosciences to Participate in Upcoming June 2025 Investor Relations Events SOUTH SAN FRANCISCO, Calif. , June 2, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced its participation in the upcoming investor relations events. prnewswire.com - 1 month ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4) SOUTH SAN FRANCISCO, Calif. , May 30, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that, on May 29, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 664,600 shares of the Company's common stock to nine newly hired employees. prnewswire.com - 1 month ago
Ideaya Biosciences: Value Beyond Darovasertib With ADC Program IDE849 Ideaya Biosciences, Inc. is advancing darovasertib in a phase 2/3 trial for HLA-A2-negative metastatic uveal melanoma patients, with mPFS data expected by end of 2025. Ideaya plans a phase 3 study of darovasertib as a neoadjuvant for uveal melanoma, starting in the first half of 2025. IDE849 is an ADC targeting DLL3 in SCLC and NETs, This program has two catalysts: phase 1 data in Q3 2025 and a new study in H2 2025. seekingalpha.com - 1 month ago
IDEAYA Biosciences, Inc. Reports First Quarter 2025 Financial Results and Provides Business Update ~$1.05 billion of cash, cash equivalents and marketable securities as of March 31, 2025, and an updated cash runway guidance into 2029; commercial readiness activities ongoing Over 300 patients enrolled in darovasertib and crizotinib registrational 1L HLA-A2-negative MUM trial; targeting median PFS results by YE 2025 to enable potential accelerated approval filing Successful FDA Type D meeting completed to finalize darovasertib Ph3 registrational trial design and received U.S. FDA Breakthrough Therapy Designation in neoadjuvant UM Targeting three darovasertib program clinical data updates at medical conferences in 2025, including 1L MUM mOS results in >40 patients and neoadjuvant UM data in >90 patients IDE849 (DLL3 TOP1 ADC) Phase 1 initiated in U.S., and partner Hengrui targeting clinical data update in over 40 SCLC patients at a medical conference in Q3 2025 Oral presentation of potential best-in-class Phase 1 WRN inhibitor IDE275 at AACR 2025 Three additional IND-filings targeted in 2025: PRMT5, B7H3/PTK7 ADC, and KAT6/7 SOUTH SAN FRANCISCO, Calif. , May 6, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, provided a business update and announced financial results for the first quarter that ended March 31, 2025. prnewswire.com - 1 month ago
IDEAYA Biosciences Announces US FDA IND-Clearance for IDE849, a Potential First-in-Class DLL3 TOP1 ADC, for a Phase 1 Study in Solid Tumors Targeting to evaluate IDE849 (SHR-4849) in SCLC, NETs, and other DLL3-upregulated solid tumors, and in combination with IDE161/PARG to potentially enhance durability Targeting to present clinical data of over 40 SCLC patients, including the dose escalation and expansion, from partner Hengrui at medical conference in Q3 2025 SOUTH SAN FRANCISCO, Calif. , May 6, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced the clearance of an investigational new drug (IND) application with the U.S. Food and Drug Administration (FDA) for the initiation of a Phase 1 clinical trial to evaluate IDE849 (SHR-4849), a potential first-in-class delta-like ligand 3 (DLL3)-targeting Topo-I-payload antibody drug conjugate (ADC) program, in solid tumors. prnewswire.com - 1 month ago
IDEAYA Biosciences to Participate in Upcoming May 2025 Investor Relations Events SOUTH SAN FRANCISCO, Calif. , April 28, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced its participation in the upcoming investor relations events. prnewswire.com - 2 months ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4) SOUTH SAN FRANCISCO, Calif. , April 25, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that, on April 24, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 185,400 shares of the Company's common stock to four newly hired employees. prnewswire.com - 2 months ago
Ideaya Biosciences: These Prices Are Probably Going To Look Cheap Sooner Than Later IDEAYA Biosciences' valuation has declined over 50% since mid-2024, prompting a re-evaluation of its investment potential. The most advanced program, darovasertib, targets tumors with GNAQ/GNA11 mutations, showing promising clinical activity. With over $1 billion in cash and other investments, IDYA has 4–5 years of operational liquidity. seekingalpha.com - 2 months ago
IDEAYA Biosciences Announces Successful FDA Type D Meeting on Phase 3 Registrational Trial Design for Darovasertib as Neoadjuvant Therapy for Primary Uveal Melanoma Targeting to initiate Phase 3 randomized registrational trial for darovasertib in the neoadjuvant setting in primary UM in H1 2025 Clinical endpoints supportive of full approval based on FDA Type D Meeting: Eye preservation rate as the primary endpoint for enucleation patients. Proportion of patients with best corrected visual acuity 15-letter loss from time of randomization and time of completion of plaque brachytherapy (PB) as the primary endpoint for PB patients. prnewswire.com - 2 months ago
IDEAYA Biosciences Announces Phase 1/2 Expansion for IDE397 and Trodelvy® Combination in MTAP-Deletion Urothelial Cancer Initiated Phase 1/2 study expansion for IDE397, IDEAYA's MAT2A inhibitor, in combination with Trodelvy®, Gilead's Trop-2 directed ADC, in MTAP-deletion urothelial cancer based on preliminary safety and clinical efficacy data MTAP-deletion prevalence in urothelial cancer is estimated to be approximately 26% SOUTH SAN FRANCISCO, Calif. , April 10, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq:IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced the initiation of a Phase 1/2 expansion in the clinical trial evaluating IDE397, its investigational, potential first-in-class, small molecule methionine adenosyltransferase 2a (MAT2A) inhibitor, in combination with Gilead's Trodelvy® (sacituzumab govitecan-hziy), a Trop-2 directed antibody-drug conjugate (ADC), in methylthioadenosine phosphorylase (MTAP)-deletion urothelial cancer (UC) based on preliminary safety and clinical efficacy data. prnewswire.com - 2 months ago
Why Ideaya Biosciences Is Down Despite Many Positives Ideaya Biosciences, Inc.'s stock has plummeted ~50% due to macroeconomic factors, Trump administration policies, and specific company challenges, impacting the entire biopharma sector. Trump's FDA policies and tariffs have disrupted IDYA's regulatory approvals and increased manufacturing costs, particularly affecting their Chinese supply chains. Despite market sentiment and analyst downgrades, IDYA's strategic moves, including key hires and partnerships, position it for potential future success. seekingalpha.com - 3 months ago
IDEAYA Biosciences Announces Participation in Upcoming April 2025 Investor Relations Events SOUTH SAN FRANCISCO, Calif. , April 1, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced its participation in the upcoming investor relations events. prnewswire.com - 3 months ago
8. Profile Summary

IDEAYA Biosciences, Inc. IDYA

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COUNTRY US
INDUSTRY Biotechnology
MARKET CAP $ 1.9 B
Dividend Yield 0.00%
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.
Contact 7000 Shoreline Court, South San Francisco, CA, 94080 https://www.ideayabio.com
IPO Date May 23, 2019
Employees 131
Officers Mr. Yujiro S. Hata President, Chief Executive Officer & Director Mr. Mick O'Quigley Chief of Staff & Clinical Development Mr. Stuart C. Dorman Chief Commercial Officer Ms. Francine Zelaya Vice President & Head of Human Resources Mr. Andres Ruiz Briseno CPA Chief Accounting Officer Dr. Michael A. White Ph.D. Chief Scientific Officer Mr. Douglas B. Snyder Senior Vice President & General Counsel Dr. Darrin M. Beaupre M.D., Ph.D. Chief Medical Officer Dr. Paul A. Barsanti Ph.D. Chief Technology Officer Dr. Joshua Bleharski Ph.D. Chief Financial Officer