IDEAYA Biosciences

IDYAPhase 3

South San Francisco, United StatesFounded 2016ideayabio.com

IDEAYA Biosciences is committed to discovering and developing transformative precision oncology therapies by integrating biomarker discovery with targeted therapeutics. The company leverages its expertise in synthetic lethality—an emerging class of targets that exploits cancer-specific genetic vulnerabilities—to create a therapeutic window. Its most advanced programs are in clinical development with key collaborations from Pfizer, Gilead, and GSK, positioning IDEAYA at the forefront of next-generation, biomarker-driven cancer treatments.

Market Cap

$2.9B

Founded

2016

Focus

Small Molecules

IDYA · Stock Price

USD 32.75+21.31 (+186.28%)

Historical price data

AI Company Overview

Technology Platform

Integrated platform for biomarker and therapeutic discovery focused on synthetic lethality, exploiting genetic vulnerabilities in cancer cells to develop targeted small molecule and protein degrader drugs.

Pipeline Snapshot

8 drugs in pipeline, 2 in Phase 3

Drug	Indication	Stage
Darovasertib	Uveal Melanoma	Phase 3
IDE196 + Crizotinib + Pembrolizumab + Ipilimumab + Nivolumab + Dacarbazine	Metastatic Uveal Melanoma	Phase 2/3
Darovasertib	Uveal Melanoma	Phase 2
IDE196 + Binimetinib + Crizotinib	Metastatic Uveal Melanoma	Phase 1/2
GSK4418959 + PD-1 inhibitor	Neoplasms, Colorectal	Phase 1/2

Opportunities

The broad prevalence of MTAP deletion (~15% of solid tumors) presents a large addressable market for IDE397 and IDE892.

Success in lead program darovasertib could establish a new standard of care in GNAQ/GNA11 mutant cancers and validate the company's platform, creating value across the entire pipeline.

Strategic partnerships provide both funding and potential paths to commercialization.

Risk Factors

High dependency on clinical trial outcomes, particularly the upcoming Phase 2/3 readout for darovasertib.

Intense competition in precision oncology and synthetic lethality from well-funded competitors.

As a pre-revenue company, requires continued access to capital, which is subject to market conditions and clinical data.

Competitive Landscape

IDEAYA faces competition in synthetic lethality from companies like Repare Therapeutics and its partner GSK. In the MAT2A and PRMT5 inhibitor spaces, it competes with Gilead, Revolution Medicines, and Pfizer. Differentiation is driven by IDEAYA's integrated biomarker-therapeutic discovery platform, deep scientific expertise, and strategic collaborations that validate its approach.

Publications

Patents

Pipeline