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Precision-oncology biotech using synthetic-lethality targets; lead drug darovasertib treats uveal melanoma.
Precision-oncology biotech using synthetic-lethality targets; lead drug darovasertib treats uveal melanoma.
Has no approved product, so revenue is limited to payments from partners such as GSK, which works with it on its Pol theta programme; trials are funded by cash raised from selling shares. Darovasertib is a pill that blocks a protein driving uveal melanoma, a rare eye cancer.
Moat: none (IP / patents). Clinical-stage biotech; value depends on trial data and partner (GSK) milestone payments.
Headquarters: South San Francisco, California, US · Founded: 2015 · Employees: 145
Size IDEAYA Biosciences (IDYA) is a United States Health Care company (Pharmaceuticals: Major) with a market value of $3.02B, the 1547th largest of 3,117 United States companies the cockpit tracks. Shares closed at $31.24 on 6 Nov 2026.
Performance Over six months the shares gained 10.3%, against -2.8% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue fell 83.0% over the last twelve months (peer median +15.6%); the operating margin is -1,267.4% (peer median 12.2%).
Valuation It trades at 60.5× enterprise value to sales against a peer median of 6.2× (2nd most expensive of 21).
Capital Return on invested capital runs 135.5 points below its cost of capital (6.3% WACC).
Backlog Backlog (remaining performance obligations) was $140M at 30 Sep 2026, down 2% on a year earlier. Backlog detail →
Short interest Short interest is 9.4% of the free float (15 Oct 2026).
Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $36.5M | $219M | $7.00M | $23.4M | $50.9M |
| Revenue growth | — | +3,024% | -70% | -54% | — |
| Gross profit | $32.0M | $214M | $3.17M | $19.4M | $48.8M |
| EBITDA | -$459M | -$155M | -$323M | -$130M | -$60.4M |
| Net income | -$420M | -$114M | -$274M | -$113M | -$58.7M |
| Free cash flow | -$350M | -$73.5M | -$251M | -$118M | -$90.6M |
| Capital expenditure | $2.44M | $2.37M | $3.86M | $2.37M | $3.44M |
| Total debt | $29.7M | $27.9M | $19.2M | $2.87M | $3.48M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| IDEAYA Biosciences IDYA | $3.02B | +10% | -83% | -1,267% | 60.5× | n/a |
| GSK GSK.L | $102B | 0% | +4% | 25% | 2.9× | -0.1% |
| Foghorn Therapeutics FHTX | n/a | -58% | n/a | n/a | n/a | n/a |
| Immunocore Holdings Plc Shs Sponsored American Depositary Shares Repr 1 Sh IMCR | $1.60B | +5% | +20% | -5% | 2.7× | n/a |
| Tango Therapeutics TNGX | $3.63B | -7% | +121% | -253% | 49.1× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | IDYA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.4% | +3.5% | 4th lowest of 21 |
| 6-month return | +10.3% | -2.8% | 9th highest of 21 |
| Distance from 52-week high | -26.8% | -19.7% | 9th lowest of 21 |
| Revenue growth (TTM) | -83.0% | +15.6% | lowest of 21 |
| Operating margin | -1,267.4% | 12.2% | 2nd lowest of 21 |
| EV / Sales | 60.5× | 6.2× | 2nd most expensive of 21 |
| ROIC minus cost of capital | -135.5 pp | +0.9 pp | lowest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| IDEAYA Biosciences IDYA | United States | $3.02B | +10% | -83% | -1,267% | 60.5× | n/a | n/a |
| Betta Pharmaceuticals 300558.SZ | China | $3.01B | -9% | +16% | 11% | 5.8× | 25.2% | +14.0% |
| Hybio Pharmaceutical 300199.SZ | China | $3.08B | +16% | +70% | 31% | 14.7× | 40.1% | +6.1% |
| Sam Chun Dang Pharm 000250.KS | South Korea | $2.91B | -59% | +21% | 7% | 15.4× | n/a | n/a |
| Chengdu Kanghong Pharmaceutical 002773.SZ | China | $3.18B | -7% | -11% | 24% | 3.6× | -2.2% | +7.0% |
| Joincare Pharmaceutical Group Industry 600380.SS | China | $2.86B | -4% | -12% | 18% | 1.6× | -13.1% | +2.4% |
| Tasly Pharmaceutical 600535.SS | China | $3.20B | -5% | -4% | 19% | 2.3× | -7.6% | -9.6% |
| Arcutis Biotherapeutics ARQT | United States | $3.21B | +21% | +76% | 7% | 6.7× | 48.9% | +367.3% |
| Viridian Therapeutics VRDN | United States | $3.23B | +72% | -63% | -1,781% | 99.3× | n/a | n/a |
| Vericel VCEL | United States | $2.80B | +63% | +23% | 6% | 8.9× | 50.7% | +17.3% |
| InSilico Medicine Cayman TopCo 3696.HK | Hong Kong | $2.80B | -43% | +153% | -7% | 16.6× | 42.1% | +22.9% |
| BioArctic BIOA-B.ST | Sweden | $2.78B | -3% | -46% | 22% | 25.3× | 25.7% | +100.1% |
| Acutaas Chemicals ACUTAAS.NS | India | $3.28B | +39% | +45% | 36% | 19.3× | n/a | n/a |
| Kangmei Pharmaceutical 600518.SS | China | $2.77B | -22% | -6% | -7% | 3.5× | n/a | n/a |
| China Medical System 0867.HK | Hong Kong | $3.30B | -16% | +15% | 20% | 2.1× | 2.9% | +2.7% |
| China National Medicines 600511.SS | China | $3.31B | +2% | +3% | 4% | 0.3× | -9.8% | +5.4% |
| Almirall ALM.MC | Spain | $2.74B | -2% | +24% | 8% | 2.1× | 7.3% | +6.5% |
| Acrobiosystems 301080.SZ | China | $2.72B | +95% | +29% | 17% | 16.7× | 45.0% | +27.7% |
| Wockhardt WOCKPHARMA.NS | India | $3.35B | +19% | +26% | 13% | 8.9× | 56.9% | +4.2% |
| Piramal Pharma PPLPHARMA.NS | India | $3.37B | +30% | +9% | 3% | 3.8× | n/a | n/a |
| Yili Chuanning Biotechnology 301301.SZ | China | $2.70B | -20% | -14% | 16% | 4.5× | 4.6% | +4.8% |
IDEAYA Biosciences reported $140M of remaining performance obligations at 30 Sep 2026, down 2% from a year earlier and down 5% from the previous quarter. Book-to-bill last quarter: 0.29.