IDEAYA Biosciences, Inc.

NasdaqGS:IDYA 株式レポート

時価総額：US$2.6b

IDEAYA Biosciences 将来の成長

Future 基準チェック /26

IDEAYA Biosciences利益と収益がそれぞれ年間32%と42.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-47.8% 30.5%なると予測されています。

主要情報

32.0%

収益成長率

30.49%

EPS成長率

Biotechs 収益成長25.3%
収益成長率42.1%
将来の株主資本利益率-47.85%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

分析記事 • 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...
分析記事 • 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
分析記事 • 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
分析記事 • 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
分析記事 • 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
分析記事 • 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

業績と収益の成長予測

NasdaqGS:IDYA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028267-293-161-10113
12/31/2027115-364-253-23417
12/31/202629-406-358-29917
3/31/2026225-140-88-86N/A
12/31/2025219-114-73-71N/A
9/30/2025215-161-105-102N/A
6/30/20257-332-297-294N/A
3/31/20257-307-268-264N/A
12/31/20247-274-251-248N/A
9/30/20244-178-153-150N/A
6/30/202412-154-134-131N/A
3/31/202416-129-135-131N/A
12/31/202323-113-118-115N/A
9/30/202323-103-116-115N/A
6/30/202345-74-111-109N/A
3/31/202347-68-98-95N/A
12/31/202251-59-91-87N/A
9/30/202250-53-85-80N/A
6/30/202229-66-72-69N/A
3/31/202232-55-64-62N/A
12/31/202128-50-58-56N/A
9/30/202136-37-53-51N/A
6/30/202136-305052N/A
3/31/202127-315051N/A
12/31/202020-345555N/A
9/30/20209-405858N/A
6/30/2020N/A-46-43-42N/A
3/31/2020N/A-44-40-39N/A
12/31/2019N/A-42N/A-39N/A
9/30/2019N/A-40N/A-38N/A
6/30/2019N/A-42N/A-36N/A
3/31/2019N/A-38N/A-32N/A
12/31/2018N/A-34N/A-28N/A

アナリストによる今後の成長予測

収入対貯蓄率: IDYA今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: IDYA今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: IDYA今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: IDYAの収益 ( 42.1% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: IDYAの収益 ( 42.1% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: IDYA 3 年以内に赤字になると予測されています。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 14:20
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

IDEAYA Biosciences, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Madhu KumarBaird
Zhiqiang ShuBerenberg
Suranjit MukherjeeBTIG