IDEAYA Biosciences, Inc.

NasdaqGS:IDYA Stock Report

Market Cap: US$2.7b

IDEAYA Biosciences Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Yujiro Hata

Chief executive officer

US$9.5m

Total compensation

CEO salary percentage7.36%
CEO tenure11yrs
CEO ownership0.8%
Management average tenure2.5yrs
Board average tenure7.6yrs

Recent management updates

Recent updates

Analysis Article • Jun 17

IDEAYA Biosciences (IDYA) Stock Could Be 81.5% Below Fair Value After Trial Milestone

IDEAYA Biosciences (IDYA) stock is in focus after the company enrolled the first patient in a Phase 1 trial that combines IDE892 and IDE397 for MTAP-deleted solid tumors, including pancreatic and non-small cell lung cancers. See our latest analysis for IDEAYA Biosciences. At a share price of $30.57, IDEAYA Biosciences has seen strong short term momentum, with a 7 day share price return of 10.76% and a 30 day share price return of 7.94%. However, the 90 day share price return declined 6.23%,...
Seeking Alpha • Jun 11

Ideaya Biosciences: 'Strong Buy' On Darovasertib NDA Filing Submission Completion In H2 2026

Summary IDEAYA Biosciences maintains a "Strong Buy" rating, driven by positive darovasertib data in uveal melanoma and robust clinical progress. The company's darovasertib + crizotinib met the mPFS primary endpoint in 1st-line HLA*A2-negative mUM, supporting an RTOR NDA Accelerated Approval submission filing. Upcoming catalysts include NDA filing submission completion of darovasertib in H2 2026, label expansion data for HLA*A2-positive mUM, and further neoadjuvant/adjuvant melanoma updates. The company boasts a cash runway into 2030, recently raised $300M, and retains U.S. rights plus milestone/royalty upside through its Servier partnership. Read the full article on Seeking Alpha
Analysis Article • Jun 02

News Flash: Analysts Just Made A Substantial Upgrade To Their IDEAYA Biosciences, Inc. (NASDAQ:IDYA) Forecasts

IDEAYA Biosciences, Inc. ( NASDAQ:IDYA ) shareholders will have a reason to smile today, with the analysts making...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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
Analysis Article • 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

CEO Compensation Analysis

How has Yujiro Hata's remuneration changed compared to IDEAYA Biosciences's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Yujiro's total compensation ($USD9.51M) is above average for companies of similar size in the US market ($USD6.92M).

Compensation vs Earnings: Yujiro's compensation has been consistent with company performance over the past year.

CEO

Yujiro Hata (52 yo)

11yrs
Tenure
US$9,512,640
Compensation

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,...

Leadership Team

NamePositionTenureCompensationOwnership
Yujiro Hata
Founder11yrsUS$9.51m0.79%
$ 21.6m
Joshua Bleharski
Chief Financial Officer1.1yrsUS$4.15m0%
$ 0
Andres Briseno
Chief Accounting Officer2.9yrsUS$1.65m0.030%
$ 827.3k
Michael White
Chief Scientific Officer4.7yrsUS$3.32m0%
$ 0
Douglas Snyder
Chief Legal Officer1.8yrsUS$1.13m0.0024%
$ 65.1k
Darrin Beaupre
Chief Medical Officer3.6yrsUS$3.33m0%
$ 0
Paul Barsanti
Chief Technology Officer3.4yrsno datano data
Francine Zelaya
Senior VP & Head of Human Resources2yrsno datano data
Mick O'Quigley
Senior Vice President of Medical Writing & Project Management4.3yrsno datano data
Daniel Simon
Chief Business Officer1.8yrsno datano data
Stuart Dorman
Chief Commercial Officer1.5yrsUS$3.42mno data
Jasgit Sachdev
Senior Vice President of Late Phase Clinical Development & Strategy1.4yrsno datano data
2.5yrs
Average Tenure
52yo
Average Age

Experienced Management: IDYA's management team is considered experienced (2.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Yujiro Hata
Founder11yrsUS$9.51m0.79%
$ 21.6m
Wendy Yarno
Independent Director6.5yrsUS$344.16k0%
$ 0
Jeffrey Stein
Independent Director10.7yrsUS$351.66k0.062%
$ 1.7m
Frank McCormick
Chair of Scientific Advisory Board7.3yrsno datano data
Scott William Morrison
Independent Director7.9yrsUS$351.66k0%
$ 0
Catherine Mackey
Independent Director4.2yrsUS$334.16k0%
$ 0
Trey Ideker
Member of Scientific Advisory Board10.1yrsno datano data
William Sellers
Member of Scientific Advisory Board7.3yrsno datano data
Elizabeth Swisher
Member of Scientific Advisory Board10.1yrsno datano data
Terry Rosen
Lead Independent Director10.4yrsUS$379.16k0.0093%
$ 255.4k
Malcolm Hampton
Independent Director6yrsUS$331.66k0%
$ 0
Karlene Cimprich
Member of Scientific Advisory Board3.5yrsno datano data
7.6yrs
Average Tenure
68yo
Average Age

Experienced Board: IDYA's board of directors are considered experienced (7.6 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/18 23:26
End of Day Share Price 2026/06/18 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

IDEAYA Biosciences, Inc. is covered by 31 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Madhu KumarBaird
Zhiqiang ShuBerenberg
Suranjit MukherjeeBTIG