IDEAYA Biosciences, Inc. (IDYA) Stock

IDEAYA Biosciences, Inc. (IDYA) is a Healthcare stock trading at $39.69 (as of 2026-08-21), with a market capitalization of $3.83B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

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.

Understand IDEAYA Biosciences, Inc.: how it makes money

IDEAYA Biosciences develops targeted precision oncology therapeutics selected using molecular diagnostics, and it generates cash primarily through collaboration arrangements (it reported Collaboration Revenue).

Because IDEAYA is building products that are still in early clinical stages, its near-term profit model is more dependent on collaboration funding and the timing of research and development performance than on commercial product sales.

Revenue by segment (latest quarter)
Collab$0.0B

Business quality (Weak): Key valuation drivers are clinical execution and collaboration economics, but the latest-quarter financial snapshot shows essentially no revenue and a very large operating loss.

Bull case

  • Trial execution metrics are tracked in detail: The company reports Full Enrollment of Patients in OptimUM-02 (437.0) and Progression-Free Survival Events Confirmed by Blinded Independent Central Review (130.0).
  • Some collaboration-related economics are visible: It reports Remaining Research and Development Services Performance Obligations of 0.16 USD_B and Collaboration Revenue of 0.01 USD_B.

Bear case

  • Financial losses are very large relative to reported revenue: For the quarter ended 2026-03-31, operating margin is -1654.6 and revenue is shown as 0.0 B.
  • Efficacy and safety can vary by indication and endpoints: Reported Overall Response Rate for IDE397 is 33.0 percent overall, with confirmed overall response rates that differ by cancer type (for example, 40.0 percent in urothelial cancer, 22.0 percent in adenocarcinoma non-small cell lung cancer), and Darovasertib Grade 3 or Higher Adverse Events of 11.0 percent.
Valuation — source: SEC EDGAR (first-party)
Price$39.69
Market Cap$3.83B
Price / Book3.19
Price / Sales16.66
FCF Yield-2.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$218.71M
Net Margin-52.0%
Revenue Growth (YoY)3024.4%
EPS Growth (YoY)-61.9%
FCF Growth (YoY)-70.8%
Financial Health — source: SEC EDGAR
Altman Z-Score23.65 (safe)
Valuation vs Sector & Industry
Sector P/E (Healthcare)21.7
Industry P/E (Pharmaceutical Products)17.2
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderFMR LLC ($438.89M)
Institutional Holders Tracked10
Company
SectorHealthcare
IndustryPharmaceutical Products
CEOYujiro S. Hata
Employees131
CountryUS
IPO Date2019-05-23

Related Companies (Pharmaceutical Products; 8 comparable drugmakers)

  • Vanda Pharmaceuticals Inc. (VNDA)
  • Puma Biotechnology, Inc. (PBYI)
  • LifeVantage Corporation (LFVN)
  • AnaptysBio, Inc. (ANAB)
  • Akebia Therapeutics, Inc. (AKBA)
  • Keros Therapeutics, Inc. (KROS)
  • Arcus Biosciences, Inc. (RCUS)
  • Rhythm Pharmaceuticals, Inc. (RYTM)
IDYA earnings history · IDYA institutional & insider holders · IDYA KPIs & operating metrics · IDYA financials · IDYA investor presentations & press releases · IDYA SEC filings · IDYA peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.