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Healthcare - Biotechnology - NASDAQ - US
$ 15.14
2.92 %
$ 1.33 B
Market Cap
-4.51
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one IDYA stock under the worst case scenario is HIDDEN Compared to the current market price of 15.1 USD, IDEAYA Biosciences, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one IDYA stock under the base case scenario is HIDDEN Compared to the current market price of 15.1 USD, IDEAYA Biosciences, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one IDYA stock under the best case scenario is HIDDEN Compared to the current market price of 15.1 USD, IDEAYA Biosciences, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart IDYA

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$32.0$32.0$30.0$30.0$28.0$28.0$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$14.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
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%
7 M REVENUE
0.00%
-144 M OPERATING INCOME
-115.48%
-130 M NET INCOME
-151.47%
-122 M OPERATING CASH FLOW
-147.10%
-197 M INVESTING CASH FLOW
-883.77%
2.75 M FINANCING CASH FLOW
-99.04%
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 0
PP&E 27.7 M
Other Non-Current Assets 407 M
60.17 %36.17 %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 7 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)7m07m(334m)(327m)52m(274m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
100.00% GROSS MARGIN
100.00%
-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 $55.1 , with forecasts ranging from a low of $27 to a high of $68 .
IDYA Lowest Price Target Wall Street Target
27 USD 78.34%
IDYA Average Price Target Wall Street Target
55.1 USD 263.83%
IDYA Highest Price Target Wall Street Target
68 USD 349.14%
Price
Max Price Target
Min Price Target
Average Price Target
7070606050504040303020201010May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
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
8.43 M USD 2
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
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 - 2 weeks 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 - 2 weeks ago
IDEAYA Biosciences Receives US FDA Breakthrough Therapy Designation for Darovasertib Monotherapy in Neoadjuvant Uveal Melanoma Designation enables expedited development and priority regulatory review BTD application was supported by updated clinical data from Ph2 neoadjuvant UM trial that we are targeting to present at medical conferences in mid-2025 and H2 2025 Targeting to initiate a Ph3 registrational study in neoadjuvant UM in H1 2025 Neoadjuvant UM has a projected annual incidence of ~12k patients, and is a high unmet medical with no FDA approved systemic therapies SOUTH SAN FRANCISCO, Calif. , March 31, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced that the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy designation (BTD) for darovasertib, a potential first-in-class protein kinase C (PKC) inhibitor, for the neoadjuvant treatment of adult patients with primary uveal melanoma (UM) for whom enucleation has been recommended. prnewswire.com - 3 weeks ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4) SOUTH SAN FRANCISCO, Calif. , March 28, 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 March 27, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 17,600 shares of the Company's common stock to a newly hired employee. prnewswire.com - 3 weeks ago
IDEAYA Announces Oral Presentation at the New Drugs on the Horizon Series at AACR 2025 for IDE275 (GSK959), a Phase 1 Werner Helicase Inhibitor 4 IDEAYA/GSK presentations of IDE275 (GSK959) and 4 additional presentations across IDE397/MAT2A, IDE161/PARG, PRMT5, and KAT6/7 programs at AACR 2025 IDE275 (GSK959) has demonstrated a potential best-in-class preclinical profile in the MSI-H setting, with a unique binding mode from previously reported WRN inhibitors Phase 1 dose escalation trial ongoing in MSI-H solid tumors with GSK MSI-H prevalence has been reported at approximately 31%, 20%, and 19% in endometrial, colorectal, and gastric cancers, respectively SOUTH SAN FRANCISCO, Calif. , March 26, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a leading precision medicine oncology company, today announced the publication of abstracts for an oral presentation in the New Drugs on the Horizon series, and three poster presentations on IDE275 (GSK959) at the American Association for Cancer Research (AACR) Annual Meeting, taking place April 25-30, 2025, in Chicago, Illinois. prnewswire.com - 3 weeks ago
IDEAYA Biosciences Announces Collaboration with ATTMOS to Accelerate AI/ML-Enabled Drug Discovery for Unprecedented First-in-Class Oncology Targets SOUTH SAN FRANCISCO, Calif. , March 3, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, today announced a research collaboration with ATTMOS as part of its efforts to build a physics-based computational small molecule discovery platform that rapidly unlocks what are currently perceived as undruggable oncology targets. prnewswire.com - 1 month ago
IDEAYA Biosciences Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4) SOUTH SAN FRANCISCO, Calif. , Feb. 28, 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 February 27, 2025, the Compensation Committee of IDEAYA's Board of Directors granted non-qualified stock options to purchase an aggregate of 125,600 shares of the Company's common stock to four newly hired employees. prnewswire.com - 1 month ago
Down -8.63% in 4 Weeks, Here's Why You Should You Buy the Dip in IDEAYA Biosciences (IDYA) The heavy selling pressure might have exhausted for IDEAYA Biosciences (IDYA) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal. zacks.com - 2 months ago
IDEAYA Biosciences, Inc. (IDYA) Reports Q4 Loss IDEAYA Biosciences, Inc. (IDYA) came out with a quarterly loss of $1.49 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to loss of $0.52 per share a year ago. zacks.com - 2 months ago
IDEAYA Biosciences, Inc. Reports Fourth Quarter and Full Year 2024 Financial Results and Provides Business Update Over 230 patients enrolled in potential registration-enabling trial in 1L HLA-A2-negative MUM, and median PFS readout targeted by year-end 2025 95 patients enrolled in neoadjuvant UM trial and targeting clinical data and regulatory update(s) in H1 2025, including vision data in plaque brachytherapy patients Targeting median OS readout in ~40 1L MUM patients in 2025 Targeting expansion of study in Q1 2025 of IDE397 in combination with Trodelvy® (sacituzumab govitecan-hziy) in MTAP-deletion UC and clinical data update in 2025; expanded clinical study collaboration into NSCLC Targeting to enable wholly owned IDE397 and IDE892 (IDEAYA PRMT5) clinical combination in H2 2025; IDEAYA and Amgen mutually agree to wind down the IDE397 and AMG 193 clinical combination study Clinical expansion doses selected for DLL3 TOP1i ADC IDE849 by collaboration partner Hengrui, and targeting clinical data update and combo initiation with IDE161 in 2025 Ph1 initiated for Werner Helicase IDE275 (GSK959) and received $7 million milestone from GSK, and targeting medical conference update in H1 2025 Targeting IDE161 expansion with KEYTRUDA® (pembrolizumab), Merck's anti-PD-1 therapy, and combo(s) with TOP1i ADCs in solid tumors in 2025 Targeting 2025 INDs: IDE892 (PRMT5); IDE034 (B7H3/PTK7 ADC); IDE251 (KAT6/7) ~$1.1 billion of cash, cash equivalents and marketable securities as of December 31, 2024, anticipated to fund operations into at least 2028 SOUTH SAN FRANCISCO, Calif. , Feb. 13, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced financial results for the quarter and full year ended December 31, 2024, and provided a business update. prnewswire.com - 2 months ago
IDEAYA Announces Further Gilead Sciences Clinical Study Collaboration Evaluating Combination of Trodelvy® and IDE397 in MTAP-Deletion NSCLC Entered into an additional clinical study collaboration and supply agreement with Gilead to evaluate IDE397, IDEAYA's MAT2A inhibitor, in combination with Trodelvy, Gilead's Trop-2 directed ADC, in MTAP-deletion NSCLC The potential first-in-class clinical combination of IDE397 and Trodelvy targets two mechanistically distinct and complementary nodes of MTAP-deletion in solid tumors MTAP-deletion prevalence in NSCLC is estimated to be approximately 15% SOUTH SAN FRANCISCO, Calif. , Feb. 13, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq:IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced it has entered into an additional clinical study collaboration and supply agreement with Gilead Sciences, Inc. (Gilead) to evaluate the efficacy and safety of IDE397, its investigational, potential first-in-class, small molecule MAT2A inhibitor, in combination with Gilead's Trodelvy® (sacituzumab govitecan-hziy), a Trop-2 directed antibody-drug conjugate (ADC), in methylthioadenosine phosphorylase (MTAP)-deletion non-small cell lung cancer (NSCLC). prnewswire.com - 2 months ago
Ideaya Biosciences: Potential Registration-Enabling Darovasertib Study Coming Ideaya Biosciences, Inc.'s darovasertib + crizotinib combination is being explored in the potential registration-enabling phase 2/3 study targeting patients with 1st-line HLA-A2-negative metastatic uveal melanoma; mPFS data expected end of 2025. Darovasertib is also being evaluated in another phase 2 study as a monotherapy targeting neoadjuvant uveal melanoma patients, with data expected in 2025. The global uveal melanoma treatment market is projected to reach $3.22 billion by the end of 2034. seekingalpha.com - 2 months ago
8. Profile Summary

IDEAYA Biosciences, Inc. IDYA

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COUNTRY US
INDUSTRY Biotechnology
MARKET CAP $ 1.33 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. Andres Ruiz Briseno CPA Principal Accounting Officer, Senior Vice President and Head of Finance & Investor Relations Dr. Joshua Bleharski Ph.D. Chief Financial Officer Mr. Douglas B. Snyder Senior Vice President & General Counsel Dr. Michael A. White Ph.D. Chief Scientific Officer Ms. Francine Zelaya Vice President & Head of Human Resources Dr. Darrin M. Beaupre M.D., Ph.D. Chief Medical Officer Mr. Yujiro S. Hata President, Chief Executive Officer & Director Mr. Mick O'Quigley Chief of Staff & Clinical Development Dr. Paul A. Barsanti Ph.D. Chief Technology Officer Mr. Daniel A. Simon Chief Business Officer