IDEAYA Biosciences, Inc.

Report azionario NasdaqGS:IDYA

Capitalizzazione di mercato: US$2.6b

IDEAYA Biosciences Gestione

Criteri Gestione verificati 3/4

IDEAYA Biosciences Il CEO è Yujiro Hata, nominato in Jun2015, e ha un mandato di 10.92 anni. la retribuzione annua totale è $ 9.51M, composta da 7.4% di stipendio e 92.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.79% delle azioni della società, per un valore di $ 20.40M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 7.5 anni.

Informazioni chiave

Yujiro Hata

Amministratore delegato

US$9.5m

Compenso totale

Percentuale dello stipendio del CEO7.36%
Mandato del CEO10.9yrs
Proprietà del CEO0.8%
Durata media del management2.4yrs
Durata media del Consiglio di amministrazione7.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi May 08

IDEAYA Biosciences, Inc. (NASDAQ:IDYA) Just Reported And Analysts Have Been Cutting Their Estimates

IDEAYA Biosciences, Inc. ( NASDAQ:IDYA ) shareholders are probably feeling a little disappointed, since its shares fell...
Articolo di analisi May 07

Some Analysts Just Cut Their IDEAYA Biosciences, Inc. (NASDAQ:IDYA) Estimates

Market forces rained on the parade of IDEAYA Biosciences, Inc. ( NASDAQ:IDYA ) shareholders today, when the analysts...
Seeking Alpha Apr 08

Ideaya Biosciences: Key Pivotal Data Imminent

Summary Ideaya Biosciences is on the verge of a pivotal data readout for darovasertib, its lead uveal melanoma candidate. IDYA maintains a strong cash runway of 3–4 years, supporting a robust and expanding pipeline targeting multiple high-value oncology indications. Darovasertib has shown promising efficacy as both monotherapy and in combination, with phase 3 data expected imminently and potential for FDA approval. Despite aggressive valuation and rising cash burn, I maintain a Buy rating, confident in IDYA's strategic positioning and clinical potential. Read the full article on Seeking Alpha
Articolo di analisi Jul 28

We're Keeping An Eye On IDEAYA Biosciences' (NASDAQ:IDYA) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Apr 16

Ideaya Biosciences: These Prices Are Probably Going To Look Cheap Sooner Than Later

Summary 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. Strength: Strong liquidity. Risk: Heavy reliance on key data catalysts for future success. Read the full article on Seeking Alpha
Articolo di analisi Apr 13

Is IDEAYA Biosciences (NASDAQ:IDYA) In A Good Position To Invest In Growth?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha Feb 10

Ideaya Biosciences: Potential Registration-Enabling Darovasertib Study Coming

Summary 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. IDYA is financially strong, with $1.2 billion in cash reserves, sufficient to fund operations into at least 2028, reducing near-term dilution risk. Read the full article on Seeking Alpha
Articolo di analisi Jan 03

We Think IDEAYA Biosciences (NASDAQ:IDYA) Can Afford To Drive Business Growth

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha Dec 04

Ideaya Biosciences: Long-Tailed Pipeline With Positive Mid-Stage Data And Huge Cash

Summary Ideaya Biosciences' stock experienced volatility, with significant movements driven by clinical data releases and a secondary offering, but currently trades near its December levels. Ideaya's lead candidate, Darovasertib, shows promising efficacy in metastatic uveal melanoma, especially in combination with crizotinib, addressing a significant unmet medical need. IDE397, another key asset, demonstrated positive interim data in MTAP-deletion cancers, showing a 39% ORR and a strong safety profile. With a market cap of $2.37bn and a cash runway into 2028, IDYA is financially well-positioned, despite the inherent risks of late-stage studies. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

Ideaya Biosciences Advances Synthetic Lethality With IDE397 Success

Summary IDEAYA Biosciences uses synthetic lethality to target genetic vulnerabilities in cancer cells, focusing on MTAP-deleted tumors. IDE397 demonstrated promising Phase 2 results with high response rates in MTAP-deleted solid tumors. Strategic partnerships with Pfizer, Amgen, Gilead, and GSK validate IDEAYA's technology and offer substantial potential milestone payments. IDE397 shows a 94% disease control rate in Phase 2 trials for MTAP-deleted tumors, with favorable safety and efficacy profiles, positioning it as a potential first-in-class treatment. IDYA has a robust cash runway and reasonable valuation, which is why I rate it a "buy" for long-term biotech investors. Read the full article on Seeking Alpha
Seeking Alpha Jul 08

Ideaya Biosciences: Poised For Success In Bladder And Lung Cancer?

Summary Ideaya Biosciences is a cancer-focused biotech with promising pipeline candidates darovasertib and IDE397 targeting uveal melanoma and MTAP-deleted cancers. Darovasertib has shown strong results in phase 2 trials for uveal melanoma, while IDE397 demonstrated positive phase 2 data for MTAP-deleted NSCLC and urothelial cancer. With a solid financial position and potential for accelerated approvals, IDYA presents a compelling investment opportunity, although the current valuation may be high. Read the full article on Seeking Alpha
Seeking Alpha Jun 18

Ideaya Biosciences Continues Its Pursuit Of 'Synthetic Lethality'

Summary The stock of Ideaya Biosciences, Inc. has risen some 50% since we last visited this clinical stage development firm focused on "synthetic lethality." The company continues to advance its pipeline, has partnerships with several Big Pharma names, and has a fortress balance sheet. An updated analysis around Ideaya Biosciences follows in the paragraphs below. Read the full article on Seeking Alpha
Articolo di analisi Feb 22

Is IDEAYA Biosciences (NASDAQ:IDYA) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Feb 16

Ideaya Biosciences: A Strong Bet In Targeted Oncology

Summary IDEAYA Biosciences' stock has increased by 57% since September, outperforming the S&P 500. PRMT5 inhibitors have gained attention in the biotech industry, with Bristol Myers paying $5.8 billion, in part, for Mirati's PRMT5 medication. IDEAYA's second lead drug, IDE397, is a PRMT5 inhibitor being studied in combination with an Amgen drug, with worldwide commercial rights retained by IDEAYA. Given the company's strategic positioning and the high unmet medical need in its target indications, IDEAYA appears to be a promising investment with significant upside potential. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Yujiro Hata rispetto agli utili di IDEAYA Biosciences?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$140m

Dec 31 2025US$10mUS$700k

-US$114m

Sep 30 2025n/an/a

-US$161m

Jun 30 2025n/an/a

-US$332m

Mar 31 2025n/an/a

-US$307m

Dec 31 2024US$17mUS$646k

-US$274m

Sep 30 2024n/an/a

-US$178m

Jun 30 2024n/an/a

-US$154m

Mar 31 2024n/an/a

-US$129m

Dec 31 2023US$6mUS$598k

-US$113m

Sep 30 2023n/an/a

-US$103m

Jun 30 2023n/an/a

-US$74m

Mar 31 2023n/an/a

-US$68m

Dec 31 2022US$3mUS$570k

-US$59m

Sep 30 2022n/an/a

-US$53m

Jun 30 2022n/an/a

-US$66m

Mar 31 2022n/an/a

-US$55m

Dec 31 2021US$4mUS$544k

-US$50m

Sep 30 2021n/an/a

-US$37m

Jun 30 2021n/an/a

-US$30m

Mar 31 2021n/an/a

-US$31m

Dec 31 2020US$2mUS$510k

-US$34m

Sep 30 2020n/an/a

-US$40m

Jun 30 2020n/an/a

-US$46m

Mar 31 2020n/an/a

-US$44m

Dec 31 2019US$2mUS$457k

-US$42m

Compensazione vs Mercato: La retribuzione totale di Yujiro ($USD 9.51M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.05M ).

Compensazione vs guadagni: La retribuzione di Yujiro è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Yujiro Hata (51 yo)

10.9yrs
Mandato
US$9,512,640
Compensazione

Mr. Yujiro S. Hata is Director since November 2024 at Hexagon Bio, Inc. He serves as an Independent Director at Enanta Pharmaceuticals, Inc. since August 29, 2021. He is a Co-Founder of IDEAYA Biosciences,...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Yujiro Hata
Founder10.9yrsUS$9.51m0.79%
$ 20.4m
Joshua Bleharski
Chief Financial Officer1yrUS$4.15mNessun dato
Andres Briseno
Chief Accounting Officer2.8yrsUS$1.65m0.030%
$ 781.7k
Michael White
Chief Scientific Officer4.6yrsUS$3.32mNessun dato
Douglas Snyder
Chief Legal Officer1.7yrsUS$1.13m0.0024%
$ 61.5k
Darrin Beaupre
Chief Medical Officer3.5yrsUS$3.33mNessun dato
Paul Barsanti
Chief Technology Officer3.3yrsNessun datoNessun dato
Francine Zelaya
Senior VP & Head of Human Resources1.9yrsNessun datoNessun dato
Mick O'Quigley
Senior Vice President of Medical Writing & Project Management4.2yrsNessun datoNessun dato
Daniel Simon
Chief Business Officer1.8yrsNessun datoNessun dato
Stuart Dorman
Chief Commercial Officer1.4yrsUS$3.42mNessun dato
Jasgit Sachdev
Senior Vice President of Late Phase Clinical Development & Strategy1.3yrsNessun datoNessun dato
2.4yrs
Durata media
51yo
Età media

Gestione esperta: Il team dirigenziale di IDYA è considerato esperto (durata media dell'incarico 2.4 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Yujiro Hata
Founder10.9yrsUS$9.51m0.79%
$ 20.4m
Wendy Yarno
Independent Director6.4yrsUS$344.16kNessun dato
Jeffrey Stein
Independent Director10.6yrsUS$351.66k0.069%
$ 1.8m
Frank McCormick
Chair of Scientific Advisory Board7.3yrsNessun datoNessun dato
Scott William Morrison
Independent Director7.8yrsUS$351.66kNessun dato
Catherine Mackey
Independent Director4.1yrsUS$334.16kNessun dato
Trey Ideker
Member of Scientific Advisory Board10yrsNessun datoNessun dato
William Sellers
Member of Scientific Advisory Board7.3yrsNessun datoNessun dato
Elizabeth Swisher
Member of Scientific Advisory Board10yrsNessun datoNessun dato
Terry Rosen
Independent Chairman of the Board10.3yrsUS$379.16k0.0093%
$ 241.4k
Malcolm Hampton
Independent Director5.9yrsUS$331.66kNessun dato
Karlene Cimprich
Member of Scientific Advisory Board3.4yrsNessun datoNessun dato
7.5yrs
Durata media
67yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di IDYA sono considerati esperti (durata media dell'incarico 7.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 09:55
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

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Metriche di settore e industriali

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Fonti analitiche

IDEAYA Biosciences, Inc. è coperta da 32 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Madhu KumarBaird
Zhiqiang ShuBerenberg
Suranjit MukherjeeBTIG