IDYA
HealthcareIDEAYA Biosciences, Inc. · Biotechnology · $3B
What is IDEAYA Biosciences, Inc.?
IDEAYA Biosciences is a clinical-stage precision oncology company built around the concept of synthetic lethality — targeting cancer cells that carry specific genetic vulnerabilities. Headquartered in South San Francisco, it focuses on developing targeted therapies matched to patients through molecular diagnostics.
IDEAYA discovers and develops small-molecule cancer therapies designed for patient populations identified by genetic biomarkers. Its lead programs are in active clinical trials targeting solid tumors with specific gene deletions or mutations. The company also maintains a preclinical pipeline across several synthetic lethality mechanisms and has established research and clinical collaborations with Cancer Research UK, the University of Manchester, Pfizer, and GlaxoSmithKline to advance its programs.
IDEAYA Biosciences was incorporated in 2015 and is headquartered in South San Francisco, California.
- IDE397 — MAT2A inhibitor in Phase I for solid tumors with MTAP deletions
- IDE196 — PKC inhibitor in Phase I/II for GNAQ/GNA11-mutated cancers
- PARG inhibitor preclinical program targeting defined biomarker-driven tumors
- Pol Theta inhibitor program for BRCA and homologous recombination deficiency tumors
- WRN inhibitor program for tumors with high microsatellite instability
Is IDYA a Good Stock to Buy?
UQS Score rates IDYA as Poor overall, reflecting the early-stage nature of its pipeline and the financial profile typical of pre-revenue biotechs.
Among the five pillars, Growth and Risk stand out as relative bright spots. The clinical pipeline is advancing across multiple programs, and the company's risk profile — while inherently speculative — is not the weakest dimension of the story. Partnerships with established pharmaceutical players lend some structural support.
Quality and Moat are both rated Weak, consistent with a company that has not yet generated commercial revenue and lacks durable competitive advantages in the conventional sense. Valuation is rated Elevated, meaning the market is pricing in considerable future success.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does IDYA pay dividends?
No — IDEAYA Biosciences, Inc. does not currently pay a dividend.
IDEAYA Biosciences does not pay a dividend. As a clinical-stage biotech, the company directs its capital toward research, clinical trials, and pipeline development rather than shareholder distributions. This is standard practice for pre-revenue oncology companies, where reinvestment into drug development is the primary use of available funds.
When does IDYA report earnings?
IDEAYA Biosciences reports financial results on a quarterly cadence, consistent with US-listed public companies.
As a clinical-stage company, quarterly results center on cash runway, operating expenses, and pipeline milestones rather than revenue or profitability. Clinical progress updates and collaboration activity tend to be the most market-relevant disclosures each quarter.
For the most recent quarter's results and upcoming reporting dates, visit IDEAYA Biosciences' investor relations page directly.
IDYA Price History
+58.0% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in IDEAYA Biosciences, Inc.?
Based on IDEAYA Biosciences, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
IDYA Long-term Outlook
IDEAYA's forward trajectory is driven primarily by clinical readouts rather than near-term financial performance. The Growth pillar is rated Good, reflecting meaningful pipeline advancement potential across multiple programs. However, the Risk pillar, while rated Good relative to peers, still reflects the binary nature of clinical-stage biotech — outcomes hinge on trial data. The Elevated Valuation rating suggests the current price already incorporates optimistic assumptions about pipeline success.
Growth drivers
- Advancement of IDE397 and IDE196 through clinical milestones
- Expansion of preclinical synthetic lethality programs toward clinical entry
- Deepening collaborations with Pfizer and GlaxoSmithKline
Key risks
- Clinical trial failure or delays across lead and preclinical programs
- Elevated valuation leaving limited margin of safety if data disappoints
- Ongoing cash consumption without commercial revenue to offset burn
IDYA vs Peers
IDEAYA operates in a competitive precision oncology space alongside other clinical-stage biotechs pursuing targeted cancer therapies.
Relay applies a motion-based drug design platform to develop precision therapies, competing in the targeted oncology space with a distinct computational discovery approach.
Vera focuses on immunology-driven kidney disease rather than oncology, representing a different therapeutic focus within the broader precision medicine landscape.
Arcutis targets dermatological conditions with approved and pipeline products, differentiating itself from IDEAYA through a commercial-stage presence in a non-oncology specialty.
Frequently Asked Questions
What does IDEAYA Biosciences do?
IDEAYA Biosciences is a clinical-stage oncology company that develops targeted cancer therapies using the synthetic lethality approach. It identifies patients with specific genetic mutations or deletions and designs drugs that exploit those vulnerabilities. Its pipeline spans Phase I and Phase I/II clinical trials as well as several preclinical programs.
Does IDYA pay dividends?
No, IDYA does not pay a dividend. IDEAYA is a pre-revenue biotech that reinvests all available capital into research and clinical development. Dividend payments are not typical for companies at this stage of development.
When does IDYA report earnings?
IDEAYA Biosciences reports on a quarterly cadence like other US-listed public companies. For specific upcoming reporting dates, check the investor relations section of the company's official website, as our data source does not cover scheduled earnings dates.
Is IDYA a good stock to buy?
UQS Score rates IDYA as Poor overall. The Growth and Risk pillars show relative strength, but Quality and Moat are both Weak, and Valuation is Elevated. Whether IDYA fits a portfolio depends on an investor's risk tolerance and conviction in the clinical pipeline — the full pillar breakdown is available to UQS Pro members.
Is IDYA overvalued?
The UQS Valuation pillar for IDYA is rated Elevated, suggesting the market is pricing in significant pipeline success. For a pre-revenue biotech, valuation is inherently forward-looking and tied to clinical outcomes. The complete valuation metrics are available in the Pro analysis.
How does IDYA compare to its competitors?
IDEAYA competes in the precision oncology space alongside companies like Relay Therapeutics and others pursuing targeted therapies. IDEAYA's differentiation lies in its synthetic lethality focus and its partnerships with major pharmaceutical companies including Pfizer and GlaxoSmithKline. Detailed UQS comparisons are available on each competitor's page.
What is IDYA's market cap bracket?
IDEAYA Biosciences is classified as a mid-cap company. This places it in a range that typically reflects meaningful clinical progress and investor recognition, though it remains well below the scale of large commercial-stage pharmaceutical companies.
Who founded IDEAYA Biosciences?
IDEAYA Biosciences was incorporated in 2015. Founding details and leadership history are publicly available through the company's official disclosures and investor relations materials.
Is IDYA a long-term quality investment?
As a long-term quality indicator, UQS rates IDYA as Poor, driven by Weak scores in Quality and Moat. Long-term quality investing typically favors companies with durable competitive advantages and consistent financial performance — characteristics that clinical-stage biotechs generally have not yet established. The Growth pillar does reflect pipeline potential, which is the primary long-term value driver.
What is the main competitive advantage of IDEAYA Biosciences?
IDEAYA's core differentiation is its focus on synthetic lethality — a mechanism that targets cancer cells with specific genetic weaknesses while sparing healthy tissue. Combined with molecular diagnostic-based patient selection and partnerships with major pharmaceutical and research institutions, this approach positions the company in a specialized corner of precision oncology.
What sector does IDYA belong to?
IDYA belongs to the Healthcare sector, specifically within clinical-stage biopharmaceuticals and precision oncology. Investors can explore other [healthcare stocks scored by UQS](/sector/healthcare) to compare quality profiles across the sector.
Is IDYA a growth stock or value stock?
Based on UQS pillar labels, IDYA leans toward growth — the Growth pillar is rated Good, reflecting pipeline advancement potential. However, the Elevated Valuation rating means investors are paying a premium for that growth. It does not exhibit the characteristics typically associated with value investing.
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Pro Analysis
IDYA — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 22, 2026 | 29.0 | 7.9 | 17.0 | 62.5 | 68.5 | 0.0 | -0.3 |
| Apr 2, 2026 | 29.3 | 7.9 | 17.0 | 62.5 | 70.8 | 0.0 | — |
IDYA — Pillar Breakdown
Quality
— 7.9/100 (25%)IDEAYA Biosciences, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 62.5/100 (20%)IDEAYA Biosciences, Inc. demonstrates healthy growth trends across revenue and earnings.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Risk
— 68.5/100 (15%)IDEAYA Biosciences, Inc. maintains a reasonable risk profile with manageable debt levels.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 0.0/100 (15%)IDEAYA Biosciences, Inc. appears expensively valued relative to its fundamentals and growth prospects.
Moat
— 17/100 (25%)IDEAYA Biosciences, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for IDYA.
Score Composition
Financial Data
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How is the IDYA UQS Score Calculated?
The UQS (Unified Quality Score) for IDEAYA Biosciences, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses IDEAYA Biosciences, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether IDEAYA Biosciences, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.