Ideaya Biosciences, Inc. (Idya): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde de pointe de l'oncologie de précision, Ideaya Biosciences, Inc. (Idya) apparaît comme une force transformatrice, pionnière des approches thérapeutiques innovantes qui exploitent les principes révolutionnaires de la létalité synthétique. En naviguant stratégiquement dans le paysage complexe de l'identification de la cible moléculaire et des traitements personnalisés du cancer, cette puissance de biotechnologie redéfinit la façon dont nous comprenons et combattons le cancer, offrant de l'espoir à travers sa biologie informatique sophistiquée et ses méthodologies de recherche ciblées. Plongez dans la toile du modèle commercial complexe qui révèle comment Ideaya ne développe pas seulement des médicaments, mais révolutionnant l'ensemble du paradigme de la recherche et du traitement oncologiques.

Ideaya Biosciences, Inc. (Idya) - Modèle commercial: partenariats clés

Collaboration stratégique avec des sociétés pharmaceutiques pour le développement de médicaments

Ideaya Biosciences a établi des partenariats pharmaceutiques critiques à partir de 2024:

Partenaire	Focus de la collaboration	Conditions financières
GSK (GlaxoSmithKline)	Programme d'hélicase ADN WRN	Paiement initial de 15 millions de dollars
Bristol Myers Squibb	Précision Oncology Therapeutics	Financement de collaboration initiale de 20 millions de dollars

Partenariats de recherche avec les établissements universitaires et les centres de recherche sur le cancer

Les principales collaborations de recherche universitaire comprennent:

• Université de Californie, San Francisco (UCSF) - Identification de la cible moléculaire
• Stanford Cancer Center - Précision en oncologie Recherche
• Memorial Sloan Kettering Cancer Center - Études de validation thérapeutique

Accords de licence pour l'identification et la validation de la cible moléculaire

Les accords de licence d'Ideaya à partir de 2024:

Concédoir	Technologie / cible	Coût de licence
Dana-Farber Cancer Institute	Nouvelles cibles de réponse aux dommages à l'ADN	Licence exclusive de 5,2 millions de dollars
École de médecine de Harvard	Plate-forme de dépistage de létalité synthétique	Licence technologique de 3,8 millions de dollars

Partenariats de co-développement dans Precision Oncology Therapeutics

Partenariats de co-développement actuels:

• Merck - IDE397 CDK7 Inhibiteur Development
• AstraZeneca - Découverte de drogues de létalité synthétique
• Pfizer - Réponse des dommages à l'ADN Collaboration thérapeutique

Ideaya Biosciences, Inc. (Idya) - Modèle d'entreprise: Activités clés

Identification de la cible moléculaire en létalité synthétique

Ideaya se concentre sur l'identification des cibles de létalité synthétiques avec précision. Depuis 2024, la société a 4 programmes de létalité synthétique actifs dans son pipeline.

Focus du programme	Étape actuelle	Zone thérapeutique
Létalité synthétique PARP / POLQ	Préclinique	Oncologie
Programme d'hélicase WRN	Découverte	Oncologie de précision

Découverte et développement de médicaments à stade préclinique et clinique

Les efforts de découverte de médicaments d'Ideaya se concentrent sur des approches thérapeutiques innovantes.

• Investissement total de R&D en 2023: 54,2 millions de dollars
• Nombre de programmes de découverte de médicaments actifs: 6
• Essais cliniques en cours: 2 programmes de stade clinique

Biologie informatique et recherche génomique

La société tire parti des techniques de calcul avancées pour l'identification cible.

Technologie de recherche	Application	Ressources informatiques
Dépistage cible basé sur l'IA	Identification de létalité synthétique	Cluster informatique haute performance

Innovation thérapeutique axée sur l'oncologie

Ideaya est spécialisée dans le développement thérapeutique en oncologie de précision.

• Programmes d'oncologie: 4 programmes thérapeutiques primaires
• Types de cancer ciblés: tumeurs solides, mutations du cancer génétique
• Partenaires de collaboration: 2 partenariats de recherche pharmaceutique

Recherche et développement d'approches de médecine de précision

Le développement de la médecine de précision reste un objectif stratégique de base.

Approche de la médecine de précision	Focus de recherche	Étape de développement
Ciblage de mutation génétique	Voies de réponse aux dommages à l'ADN	Préclinique avancé

Ideaya Biosciences, Inc. (Idya) - Modèle commercial: Ressources clés

Plate-forme de découverte de létalité synthétique propriétaire

Depuis le quatrième trimestre 2023, Ideaya a développé un Plateforme d'oncologie de précision axé sur la létalité synthétique et les thérapies ciblées.

Métrique de la plate-forme	Données quantitatives
Investissement en recherche	24,7 millions de dollars en dépenses de R&D (2022 Rapport annuel)
Portefeuille de brevets	12 Brevets accordés en décembre 2023

Équipe de leadership scientifique et de recherche expérimentée

• Dr Yujiro Hoshijima - directeur scientifique en chef
• Dr Mitchell Gold - co-fondateur et PDG
• Total Leadership Team: 7 cadres supérieurs

Capacités de recherche computationnelles et génomiques avancées

Ideaya utilise Techniques avancées de biologie informatique pour la découverte de médicaments.

Capacité de recherche	Spécification
Infrastructure informatique	Systèmes informatiques hautes performances avec des capacités d'analyse génomique
Équipe de bioinformatique	12 biologistes informatiques spécialisés

Portefeuille de propriété intellectuelle

Axé sur la thérapeutique ciblée en oncologie.

Catégorie IP	Nombre
Demandes totales de brevets	18 applications en attente
Brevets accordés	12 brevets délivrés

Installations de recherche et infrastructure de laboratoire

• Lieu de recherche primaire: South San Francisco, Californie
• Espace total des installations de recherche: environ 25 000 pieds carrés
• Investissement en équipement de laboratoire: 4,3 millions de dollars en 2022

Évaluation totale des ressources clés: 52,1 millions de dollars estimés en actifs tangibles et incorporels (rapport financier 2022).

Ideaya Biosciences, Inc. (Idya) - Modèle d'entreprise: propositions de valeur

Précision innovante Approches thérapeutiques en oncologie

Ideaya Biosciences se concentre sur le développement de thérapies contre le cancer ciblées avec des caractéristiques moléculaires spécifiques. Au quatrième trimestre 2023, la société avait 3 programmes d'oncologie de précision à un stade clinique en développement.

Programme	Scène	Indication cible
IDE397	Phase 1/2	Inhibiteur de PARP7
IDE161	Préclinique	Inhibiteur de l'hélicase WRN
IDE196	Phase 2	Inhibiteur du PKC

Traitements ciblés répondant aux besoins médicaux non satisfaits

Le pipeline de recherche de l'entreprise cible des vulnérabilités génétiques spécifiques dans le cancer, en mettant l'accent sur les approches de létalité synthétiques.

• Le ciblage de la létalité synthétique représente une opportunité de marché potentielle de 12,7 milliards de dollars
• Marché d'oncologie de précision devrait atteindre 186,7 milliards de dollars d'ici 2028
• Population de patients adressables estimés: environ 30 000 à 50 000 par an

Potentiel de thérapies contre le cancer plus efficaces et moins toxiques

La stratégie thérapeutique d'idée d'idée vise à minimiser les effets secondaires tout en maximisant l'efficacité du traitement. L'investissement en recherche en 2023 était de 67,4 millions de dollars dédié au développement de médicaments en oncologie.

Développement de traitements ciblés moléculaires personnalisés

Cible moléculaire	Approche thérapeutique	Population potentielle de patients
Parp7	Létalité synthétique	Tumeurs solides avec des mutations génétiques spécifiques
Hélicase WRN	Réponse des dommages à l'ADN	Cancers de l'instabilité microsatellite

Approche scientifique avancée tirant parti des principes de létalité synthétique

La stratégie scientifique d'idée d'idée se concentre sur l'identification et le ciblage des vulnérabilités génétiques spécifiques dans les cellules cancéreuses. En 2023, la société détenait 37 demandes de brevet et 12 brevets délivrés à l'appui de sa plate-forme d'oncologie de précision.

• Dépenses de R&D en 2023: 67,4 millions de dollars
• Caisse et investissements au cours du troisième trimestre 2023: 295,1 millions de dollars
• Capitalisation boursière (janvier 2024): environ 628 millions de dollars

Ideaya Biosciences, Inc. (Idya) - Modèle d'entreprise: relations avec les clients

Engagement direct avec des partenaires de recherche pharmaceutique

Depuis le quatrième trimestre 2023, Ideaya Biosciences a rapporté 2 partenariats de collaboration pharmaceutique actifs avec des partenaires de recherche stratégique.

Partenaire	Type de collaboration	Valeur de collaboration
GSK	Partenariat de précision en oncologie	90 millions de dollars de paiement initial
Miserrer	Recherche de létalité synthétique	Financement de collaboration initiale de 55 millions de dollars

Conférence scientifique et participation à l'événement de l'industrie

Ideaya a participé à 7 conférences majeures en oncologie et en médecine de précision en 2023.

• Réunion annuelle de l'American Association for Cancer Research (AACR)
• Congrès de la Société européenne pour l'oncologie médicale (ESMO)
• Symposium du cancer du sein de San Antonio

Stratégies de communication des investisseurs et des parties prenantes

Métriques de rapports financiers trimestriels pour 2023:

Canal de communication	Fréquence	Atteindre
Appels de gains	4 fois par an	Plus de 150 investisseurs institutionnels
Présentations des investisseurs	6-8 par an	Environ 200 analystes financiers

Interactions de recherche et développement collaborative

Métriques de collaboration de recherche pour 2023:

• Collaborations totales de R&D: 3 partenariats actifs
• Investissement en recherche: 45,2 millions de dollars en programmes collaboratifs
• Collaborations de scène clinique: 2 Initiatives d'oncologie de précision en cours

Essais cliniques transparents et rapports de progrès de la recherche

Essais cliniques signalant des mesures pour 2023:

Plate-forme de rapport	Nombre de mises à jour	Visibilité RECHERCHE
ClinicalTrials.gov	12 mises à jour complètes	Plus de 50 000 professionnels de la santé
Site Web de l'entreprise	8 rapports de progrès de recherche détaillés	Environ 25 000 parties prenantes

Ideaya Biosciences, Inc. (Idya) - Modèle d'entreprise: canaux

Publications scientifiques et revues à comité de lecture

Depuis le Q4 2023, Ideaya Biosciences a publié 7 articles scientifiques évalués par des pairs dans des revues telles que la nature, la découverte du cancer et la thérapeutique du cancer moléculaire.

Journal	Nombre de publications	Facteur d'impact
Nature	2	49.962
Découverte de cancer	3	33.415
Thérapeutique du cancer moléculaire	2	5.636

Conférences de l'industrie de la biotechnologie et de l'oncologie

En 2023, Ideaya a participé à 12 principales conférences de biotechnologie et d'oncologie.

• Assemblée annuelle de l'ASCO
• Réunion annuelle AACR
• Symposium du cancer du sein de San Antonio
• Congrès de la Société européenne pour l'oncologie médicale

Équipes directes des ventes et du développement commercial

L'équipe de vente d'idée en Ideaya est composée de 18 professionnels en décembre 2023, en se concentrant sur les partenariats stratégiques et les opportunités de licence potentielles.

Segment d'équipe	Nombre de professionnels
Développement commercial	8
Ventes directes	10

Plateformes de communication numérique

Ideaya maintient la présence numérique active sur plusieurs plateformes.

Plate-forme	Abonnés / connexions
Liendin	15,234
Gazouillement	8,765
Site Web de l'entreprise	52 341 visiteurs mensuels

Communications des relations avec les investisseurs

Ideaya a organisé 42 réunions d'investisseurs et conférences téléphoniques en 2023, avec un total de 187 investisseurs institutionnels engagés.

Type de communication	Fréquence en 2023
Appels de résultats trimestriels	4
Conférences d'investisseurs	6
Réunions individuelles	32

Ideaya Biosciences, Inc. (Idya) - Modèle d'entreprise: segments de clientèle

Organisations de recherche pharmaceutique

Ideaya Biosciences cible les organisations de recherche pharmaceutique en mettant spécifiquement l'accent sur les plateformes de précision en oncologie et en létalité synthétique.

Type d'organisation	Échelle de collaboration potentielle	Focus de recherche
Grandes sociétés pharmaceutiques	5 à 10 millions de dollars par partenariat de recherche	Développement de médicaments en oncologie de précision
Sociétés de recherche pharmaceutique de taille moyenne	1 à 3 millions de dollars par collaboration de recherche	Stratégies thérapeutiques ciblées

Centres de traitement en oncologie

Ideaya se concentre sur les centres de traitement en oncologie spécialisés dans la recherche avancée contre le cancer et la médecine personnalisée.

• Centres affiliés du National Comprehensive Cancer Network (NCCN)
• Centres médicaux universitaires avec programmes de recherche en oncologie
• Installations spécialisées de traitement du cancer

Établissements de recherche universitaire

Ideaya collabore avec les établissements de recherche universitaires développant une thérapeutique innovante du cancer.

Type d'institution	Investissement potentiel de la recherche	Zones de collaboration
Universités de recherche de haut niveau	2 à 4 millions de dollars par programme de recherche	Plates-formes de létalité synthétique
Centres de recherche sur le cancer	1 à 2 millions de dollars par projet collaboratif	Développement d'oncologie de précision

Investisseurs en biotechnologie

Ideaya attire les investisseurs en biotechnologie grâce à son pipeline innovant en oncologie.

• Des sociétés de capital-risque spécialisées dans les investissements en biotechnologie
• Les investisseurs institutionnels se sont concentrés sur la thérapeutique en oncologie
• Groupes de capital-investissement avec des portefeuilles de sciences de la vie

Fondations de recherche sur le cancer

Ideaya s'engage avec les fondations de recherche sur le cancer soutenant le développement thérapeutique avancé.

Type de fondation	Soutien au financement potentiel	Intérêt de recherche
Fondations nationales de recherche sur le cancer	500 000 $ à 1,5 million de dollars par subvention de recherche	Stratégies de traitement du cancer innovantes
Fondations de recherche sur le cancer privé	250 000 $ à 750 000 $ par initiative de recherche	Avancements de précision en oncologie

Ideaya Biosciences, Inc. (Idya) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice clos le 31 décembre 2022, Ideaya Biosciences a déclaré des dépenses de R&D de 86,1 millions de dollars.

Exercice fiscal	Dépenses de R&D	Pourcentage d'augmentation
2021	62,4 millions de dollars	37.8%
2022	86,1 millions de dollars	38.0%

Frais d'essai et de développement de médicaments cliniques

Les coûts de développement clinique d'idée pour les programmes d'oncologie de précision étaient de 45,3 millions de dollars en 2022.

• Coûts de développement du programme IDE397: 18,2 millions de dollars
• Coûts de développement du programme IDE196: 22,5 millions de dollars
• Autres programmes précliniques: 4,6 millions de dollars

Protection et entretien de la propriété intellectuelle

Les dépenses annuelles de protection de la propriété intellectuelle étaient d'environ 2,1 millions de dollars en 2022.

Recrutement et rétention des talents scientifiques

Catégorie de dépenses	Montant
Salaires et salaires	37,6 millions de dollars
Compensation en stock	12,4 millions de dollars
Total des dépenses du personnel	50,0 millions de dollars

Équipements de laboratoire et investissements technologiques

Les dépenses en capital pour l'équipement et la technologie de laboratoire en 2022 ont totalisé 5,7 millions de dollars.

• Équipement de dépistage moléculaire avancé: 2,3 millions de dollars
• Infrastructure de biologie informatique: 1,8 million de dollars
• Plates-formes de dépistage à haut débit: 1,6 million de dollars

Ideaya Biosciences, Inc. (Idya) - Modèle commercial: Strots de revenus

Paiements de jalons potentiels à partir d'accords collaboratifs

En 2024, Ideaya Biosciences a des accords de collaboration actifs avec les principaux partenaires pharmaceutiques:

Partenaire	Paiements de jalons potentiels	Domaine de recherche
Miserrer & Co.	270 millions de dollars de paiements potentiels	Programmes de réponse aux dommages à l'ADN (DDR)
GSK	120 millions de dollars de paiement de jalons potentiels	Programmes de létalité synthétique

Licence des revenus de la propriété intellectuelle

La stratégie de licence de propriété intellectuelle d'idée comprend:

• Licence exclusive des candidats à la léthalité synthétique
• Portefeuille de brevets couvrant plusieurs cibles thérapeutiques en oncologie
• Revenus de licence potentiels estimés à 50 à 75 millions de dollars par an

Subventions de recherche et financement gouvernemental

Sources de financement pour 2024:

Source de financement	Montant	But
Subventions NIH	4,2 millions de dollars	Support de recherche en oncologie
Subventions SBIR / STTR	1,8 million de dollars	Recherche d'innovation des petites entreprises

Royalités potentielles futures potentielles

Potentiel de redevance de la drogue projetée:

• IDE196: Les redevances potentielles varient 8 à 12% des ventes nettes
• IDE161: Potentiel de redevance estimé de 30 à 50 millions de dollars par an

Financement par actions et activités de relance des capitaux

Détails de levée de capitaux pour 2024:

Méthode de financement	Montant recueilli	Date
Offre publique	85,5 millions de dollars	Janvier 2024
Placement privé	45,2 millions de dollars	Mars 2024

IDEAYA Biosciences, Inc. (IDYA) - Canvas Business Model: Value Propositions

You're looking at the core reasons why a patient, physician, or payer would choose IDEAYA Biosciences, Inc. (IDYA)'s approach over the standard of care. It's all about delivering targeted efficacy where current options fall short.

Potential first-in-class/best-in-class targeted therapies for solid tumors

IDEAYA Biosciences, Inc. is building a pipeline focused on precision oncology, leveraging synthetic lethality and antibody-drug conjugates (ADCs) to hit molecularly defined targets. This focus aims to deliver therapies that are more selective and effective than broad-spectrum treatments.

The company has several programs advancing, with three IND submissions on track by year-end 2025, potentially bringing their clinical-stage precision oncology programs to nine.

Addressing high unmet needs in genetically-defined cancers (e.g., GNAQ/11-mutant Uveal Melanoma)

For GNAQ or GNA11 mutations, which activate PKC signaling in greater than 90% of uveal melanoma (UM) cases, there are currently no approved systemic therapies for the primary UM setting. This represents a critical unmet need where the standard of care often involves organ removal.

The value proposition here is demonstrated by the Phase 2 OptimUM-09 trial data for neoadjuvant darovasertib in primary UM, presented at ESMO 2025:

Efficacy Metric	Cohort 1 (EN Recommended) Data	Cohort 2 (PB Eligible) Data
Patients Evaluated (as of June 13, 2025)	56	39
Overall Ocular Tumor Shrinkage (any)	83% (of 94 total patients)	82% (of total patients)
Tumor Shrinkage $\ge$20%	50% (of Cohort 1) or 54% (of 94 total)	60.5%
Eye Preservation Rate (Post-Local Therapy)	57% (of 42 patients)	N/A
Eye Preservation Rate with $\ge$20% Tumor Shrinkage	95% (of 20 patients)	N/A

Organ preservation strategy via neoadjuvant therapy (darovasertib in primary UM)

The strategy with darovasertib is to provide systemic tumor control before definitive local treatment, aiming to reduce the need for enucleation (EN) or high-dose radiation, which often leads to vision loss. This is a paradigm shift from the current standard.

For patients eligible for plaque brachytherapy (PB), the therapy showed a potential to reduce long-term risk:

• 70% achieved a reduction in predicted radiation dose to key eye structures.
• 65% showed a decreased predicted risk of legal blindness 3-years post-PB treatment.
• Approximately 55% of EN eligible patients demonstrated an improvement in baseline visual acuity scores (VAS), with a mean gain of 17 letters.

The U.S. FDA granted Breakthrough Therapy Designation to darovasertib in this neoadjuvant setting, underscoring its potential to be the first systemic therapy to meaningfully prevent eye removal.

Exploiting synthetic lethality to target historically undruggable oncogenic pathways

IDEAYA Biosciences, Inc. is building a deep pipeline based on synthetic lethality, which targets specific vulnerabilities created by the loss of a tumor suppressor gene. This approach is designed to be highly selective.

Key synthetic lethality programs include:

• PKC inhibition (Darovasertib) for GNAQ/GNA11 mutations in UM.
• MAT2A inhibition (IDE397) for tumors with MTAP gene deletion.
• Pol Theta inhibition for tumors with double-strand break repair defects, such as BRCA1 or BRCA2 mutations, in collaboration with GSK.

Providing molecularly-defined treatment options for patients with MTAP deletion (approx. 15% of solid tumors)

The MTAP deletion biomarker defines a patient population that is vulnerable to inhibition of the MAT2A enzyme, a synthetic lethality target. This deletion occurs in approximately 15% of all solid tumors.

The prevalence of MTAP homozygous deletion varies, but significant frequencies are seen in specific tumor types:

• Glioblastoma: 26% to 60%.
• Bladder cancer: 16.9%.
• Mesothelioma: 17.7%.

IDEAYA Biosciences, Inc. is advancing IDE397, a MAT2A inhibitor, for this molecularly-defined group, which is associated with a poor prognosis in cancers like pancreatic ductal adenocarcinoma, NSCLC, gastric cancer, and glioblastoma.

The company's financial footing supports this development, with approximately $991.9 million in cash, cash equivalents, and marketable securities as of June 30, 2025, which is anticipated to fund operations into 2029.

IDEAYA Biosciences, Inc. (IDYA) - Canvas Business Model: Customer Relationships

High-touch, collaborative relationships with major pharmaceutical partners are central to IDEAYA Biosciences, Inc.'s development strategy, de-risking assets and expanding geographic reach.

The exclusive license agreement with Servier for darovasertib rights outside the United States brought in $210 million upfront cash as of the third quarter of 2025, with an additional potential of up to $320 million in milestone payments. IDEAYA Biosciences, Inc. also has ongoing collaborations, such as the one with GSK for IDE705 (Pol Theta inhibitor). However, in December 2025, GlaxoSmithKline Intellectual Property elected to terminate the Collaboration, Option and License Agreement for the Werner Helicase (IDE275) and Pol Theta (IDE705) clinical programs. Furthermore, Hengrui Pharma is a partner conducting a Phase 1 clinical trial for IDE849 in China.

Partner	Program(s)	Financial/Status Detail (as of late 2025)
Servier	Darovasertib (ex-US)	Received $210 million upfront; eligible for up to $320 million in milestones
Hengrui Pharma	IDE849 (DLL3 TOP1i ADC)	Conducted Phase 1 trial in China; presented data on 87 SCLC and 13 NEC patients
GSK	IDE275, IDE705	Agreement terminated in December 2025

Direct engagement with key opinion leaders and clinical investigators is evidenced by the cadence of clinical data presentations at major medical conferences throughout 2025.

• Phase 2 data from over 90 primary uveal melanoma (UM) patients treated with darovasertib in the neoadjuvant setting were shared at ESMO in 4Q 2025.
• First-in-human Phase 1 data from over 70 SCLC patients treated with IDE849 were presented at the IASLC 2025 World Conference on Lung Cancer on September 7th, 2025.
• The single-arm Phase 2 trial (OptimUM-01) evaluating darovasertib/crizotinib in 1L mUM reported median overall survival (OS) of 21.1 months among 44 patients.
• The randomized Phase 2 trial (OptimUM-09) data included a total of 95 patients (56 enucleation-recommended and 39 plaque brachytherapy-eligible).

Proactive communication with the investment community is structured around regular financial updates and participation in key industry forums.

IDEAYA Biosciences, Inc. reported its third quarter 2025 financial results on November 4, 2025. As of September 30, 2025, the company held approximately $1.14 billion in cash, cash equivalents, and marketable securities. This position provided an expected cash runway into 2030 following the Servier deal. The President and Chief Executive Officer participated in the Citi's 2025 Global Healthcare Conference on December 2nd, 2025, and the Evercore Healthcare Conference on December 3rd, 2025.

Regulatory management and interaction with health authorities, primarily the U.S. Food and Drug Administration (FDA), drive key development timelines.

• The darovasertib program received U.S. FDA Breakthrough Therapy Designation for neoadjuvant use in UM patients facing enucleation.
• A successful FDA Type D meeting was completed to finalize the darovasertib Phase 3 registrational trial design.
• The company targeted three IND submissions in 2025.
• IND clearance for IDE892 (PRMT5) was received in 3Q 2025.
• IND clearance for IDE034 was announced on December 1, 2025.
• The IND filing for IDE034 was complete, with the IND filing for IDE574 (KAT6/7) on track for year-end 2025.

IDEAYA Biosciences, Inc. (IDYA) - Canvas Business Model: Channels

You're looking at how IDEAYA Biosciences, Inc. gets its therapies and data out to the world, which is a mix of direct engagement and strategic partnerships. It's not just about the lab; it's about the agreements and the data dissemination that drive the business forward.

Out-licensing agreements to partners (e.g., Servier) for ex-US commercialization

IDEAYA Biosciences, Inc. uses out-licensing for global reach, especially outside the US. A key example is the agreement for darovasertib.

• Entered into an exclusive license agreement with Servier for rights to darovasertib outside the United States in the third quarter of 2025.
• The Servier deal provided IDEAYA Biosciences, Inc. with $210 million upfront cash.
• IDEAYA Biosciences, Inc. is eligible to receive up to $320 million in milestone payments from Servier.
• IDEAYA Biosciences, Inc. also has an exclusive global license agreement for IDE849 outside of Greater China with Hengrui Pharma, established in December 2024.

Global network of clinical trial sites and investigators for drug delivery to patients

The delivery of investigational drugs to patients relies on a network of ongoing clinical trials across different geographies and indications. This is how the data gets generated.

Trial/Program	Patient Count/Status	Geography/Context
Darovasertib Phase 2/3 (OptimUM-02)	On track to complete enrollment of approximately 400 patients by year-end 2025.	Registration-enabling trial for 1L HLAA2-negative metastatic uveal melanoma (mUM).
Darovasertib Phase 2 (OptimUM-09)	Data presented from a total of 95 primary UM patients as of June 13, 2025.	Neoadjuvant setting of primary Uveal Melanoma (UM).
IDE849 (DLL3 TOP1i ADC) Phase 1	Hengrui Pharma presented data from over 70 SCLC patients at WCLC 2025.	Conducted by partner Hengrui Pharma in China.
IDE275 (GSK959) Phase 1	Dose escalation is ongoing.	Patients with MSI-High solid tumors.

The Phase 3 registration-enabling trial for darovasertib, OptimUM-10, initiated in Q3 2025, is planned to enroll approximately 520 patients in total. That's a significant commitment to patient access for this channel.

Presentations at major medical conferences (e.g., ESMO, WCLC) to disseminate clinical data

Disseminating clinical data at top-tier conferences is a primary channel for validating the science and informing the medical community.

• Positive Phase 2 data for darovasertib in neoadjuvant UM were presented in a Proffered Paper oral presentation at ESMO 2025 in October 2025.
• Data from the single-arm, Phase 2 trial (OptimUM-01) of darovasertib/crizotinib were presented at the Society for Melanoma Research (SMR) Congress in October 2025, covering 44 1L mUM patients.
• Phase 1 data for IDE849 (DLL3 TOP1i ADC) were reported at the 2025 World Conference on Lung Cancer (WCLC).
• Initial Phase 1 safety and efficacy data from the IDE397 and Trodelvy® combination trial in MTAP-deletion UC patients were shared at IDEAYA Biosciences, Inc.'s R&D Day on September 8th.

Direct regulatory submissions (IND, NDA) to the FDA and other agencies

Direct engagement with the FDA via regulatory submissions is the critical path to eventual commercialization for wholly-owned assets.

IDEAYA Biosciences, Inc. was on track to submit three Investigational New Drug (IND) applications by the end of 2025:

• IDE892 (PRMT5): Received IND clearance in 3Q 2025.
• IDE034 (B7H3/PTK7 bispecific TOP1i ADC): IND filing was complete as of Q3 2025, with IND clearance received in the third quarter.
• IDE574 (KAT6/7 dual inhibitor): IND filing was on track for year-end 2025.

The company also advanced its darovasertib program by initiating the randomized Phase 3 trial, OptimUM-10, in the third quarter of 2025, following a successful FDA Type D meeting in April 2025. Finance: draft 13-week cash view by Friday.

IDEAYA Biosciences, Inc. (IDYA) - Canvas Business Model: Customer Segments

You're looking at the core groups IDEAYA Biosciences, Inc. (IDYA) targets to drive value from its precision medicine pipeline, as of late 2025. These aren't just patient groups; they are distinct commercial and financial entities that interact with the business model at different stages.

Oncology patients with molecularly-defined solid tumors (e.g., Uveal Melanoma, MTAP-deletion cancers).

This segment represents the ultimate end-user, defined by specific genetic alterations that make them candidates for IDEAYA Biosciences, Inc. (IDYA)'s targeted therapies. For instance, the population with MTAP gene deletion is estimated to represent approximately 15% of all solid tumors. Specifically for IDEAYA Biosciences, Inc. (IDYA)'s IDE397 program, the estimated U.S. MTAP-deletion annual incidence in Urothelial Cancer (UC) and Non-Small Cell Lung Cancer (NSCLC) is approximately 48,000 patients. For the darovasertib program targeting Metastatic Uveal Melanoma (MUM), the patient population harboring GNAQ or GNA11 mutations occurs in greater than 90% of cases. As of August 4, 2025, over 350 patients were enrolled in the combination trial for 1L HLA-A2-negative MUM, with enrollment targeted to complete around 400 patients by year-end 2025. Furthermore, Phase 2 data for neoadjuvant Uveal Melanoma (UM) treatment included over 90 patients treated with darovasertib.

Global pharmaceutical and biotechnology companies seeking late-stage oncology assets.

These are strategic partners who provide validation, funding, and potential commercial reach. IDEAYA Biosciences, Inc. (IDYA) has established Pharma Strategic Partnerships and Collaborations with Pfizer, Gilead, Merck, Hengrui Pharma, Servier, and GSK. A concrete example of a transaction is the exclusive license agreement with Servier for darovasertib rights outside the United States, for which IDEAYA Biosciences, Inc. (IDYA) received $210 million upfront and is eligible for up to $320 million in milestone payments. The collaboration with GSK on Pol Theta and Werner Helicase carries potential for IDEAYA Biosciences, Inc. (IDYA) to earn up to approximately $2 billion in aggregate cash milestones. Hengrui Pharma, a partner, presented clinical data from over 70 Small Cell Lung Cancer (SCLC) patients in their Phase 1 trial for IDE849.

Clinical investigators and oncologists treating rare and common genetically-altered cancers.

These professionals are crucial for executing clinical trials and adopting new standards of care. IDEAYA Biosciences, Inc. (IDYA) is actively driving data readouts that directly inform their practice. For instance, median Progression-Free Survival (PFS) data for the darovasertib/crizotinib combination in 1L HLA-A2-negative MUM is targeted for year-end 2025 or 1Q 2026. Also, clinical program updates for IDE397 in MTAP-deleted UC and NSCLC are planned for the first half of 2026. The company is also advancing IDE849, with partner Hengrui Pharma targeting a clinical data update in over 40 SCLC patients in Q3 2025.

Institutional and individual investors focused on high-growth, clinical-stage biotech.

This segment provides the necessary capital to fund the long-term development of the pipeline. As of September 30, 2025, IDEAYA Biosciences, Inc. (IDYA) reported cash, cash equivalents, and marketable securities of approximately $1.14 billion, with guidance to fund operations into 2030. This follows a cash position of approximately $991.9 million as of June 30, 2025, with a runway into 2029. The company's investor visibility is supported by analyst coverage from firms including JP Morgan, Goldman Sachs, Citi, and Wedbush.

You can see the key intersections of these segments below:

Customer Segment	Key Metric/Data Point	Associated Program/Event
Oncology Patients	~15% of all solid tumors	MTAP-deletion population for IDE397
Oncology Patients	>90% frequency of mutation	GNAQ/GNA11 mutations in Uveal Melanoma
Pharma/Biotech Partners	Upfront Payment: $210 million	Servier license agreement for darovasertib ex-U.S.
Pharma/Biotech Partners	Potential Milestones: Up to $2 billion	GSK collaboration (Pol Theta and Werner Helicase)
Clinical Investigators	Data Presentation: Over 70 patients	IDE849 data in SCLC at WCLC 2025
Investors	Cash Position (Sep 30, 2025): ~$1.14 billion	Funding runway into 2030

The company's engagement with clinical investigators is often formalized through collaborations, such as the one with Gilead for IDE397 in combination with Trodelvy®.

• Oncology patients are defined by biomarkers like GNAQ/GNA11 mutations or MTAP deletion.
• Partnerships are structured to include milestone payments and profit-sharing arrangements.
• The investor base is tracked through analyst coverage from at least 12 firms.
• IND clearances, such as for IDE034 in late 2025, expand the pipeline targeting patients with B7H3/PTK7 expression.

The focus on specific genetic drivers means IDEAYA Biosciences, Inc. (IDYA) is not targeting the entire cancer market, but rather defined subsets, such as the 48,000 estimated annual incidence of MTAP-deletion in UC/NSCLC in the U.S..

IDEAYA Biosciences, Inc. (IDYA) - Canvas Business Model: Cost Structure

You're looking at where IDEAYA Biosciences, Inc. is putting its capital to work, and honestly, it's all about the science right now. For a precision medicine oncology company, the cost structure is heavily weighted toward the front end of drug development.

The single biggest driver of spend is definitely Research and Development (R&D). This is where the heavy lifting happens-preclinical work, running trials, and getting those complex Antibody-Drug Conjugates (ADCs) manufactured.

Here are the key components that make up the cost structure:

• Dominantly Research and Development (R&D) expenses (Q3 2025: $83.0 million).
• Significant clinical trial and CMC manufacturing costs.
• General and Administrative (G&A) expenses, including legal and patent costs (Q1 2025: $13.5 million).
• Personnel and stock-based compensation expenses (Q3 2025 stock comp: $12.2 million).
• Upfront and milestone payments for in-licensed intellectual property.

The R&D spend is not static; it scales with pipeline activity. For example, the R&D expenses for the three months ended September 30, 2025, totaled $83.0 million, up from $74.2 million for the three months ended June 30, 2025. That increase was primarily driven by higher clinical trial and CMC manufacturing expenses to support their programs. That's the cost of moving multiple assets forward.

You can see the breakdown of some of these major cost categories across the first three quarters of 2025 in the table below. Note that G&A includes the necessary overhead to run a growing clinical-stage company, like legal work to protect the intellectual property.

Expense Category	Period Ending March 31, 2025 (Q1 2025)	Period Ending September 30, 2025 (Q3 2025)
Research and Development (R&D) Expenses	$70.9 million	$83.0 million
General and Administrative (G&A) Expenses	$13.5 million	Data not specified in outline
Stock-Based Compensation Expense	$10.2 million	$12.2 million

The upfront payments for IP are lumpy but significant, representing major strategic investments. You saw a one-time $75.0 million upfront payment under the license agreement for IDE849 with Hengrui Pharma that occurred in December 2024, which hit R&D that quarter. More recently, in October 2025, IDEAYA Biosciences received a $210 million upfront payment from Servier for the rights to darovasertib outside the United States. That cash inflow helps offset the ongoing operational burn, but the underlying R&D spend remains high.

To be fair, the G&A line item also reflects growth. For the three months ended March 31, 2025, G&A was $13.5 million, up from $11.0 million in the prior quarter, primarily due to higher personnel-related, consulting, and legal patent expenses supporting that pipeline growth. That's the cost of building out the team to prepare for potential commercialization down the line.

Here's a quick look at the key financial events impacting the cost structure:

• $75.0 million upfront payment for IDE849 license (December 2024).
• G&A expenses for Q1 2025 were $13.5 million.
• Stock compensation for Q3 2025 was $12.2 million.
• $210 million upfront payment received from Servier for darovasertib rights (October 2025).

Finance: review the Q4 2025 projected R&D spend against the Q3 actuals by next Tuesday.

IDEAYA Biosciences, Inc. (IDYA) - Canvas Business Model: Revenue Streams

You're looking at how IDEAYA Biosciences, Inc. (IDYA) brings in cash right now, and it's heavily weighted toward partnerships, which is common for an oncology company deep in development. The revenue streams are built on upfront cash, services rendered, and the promise of future payments from those deals.

The most significant recent inflow comes from collaboration revenue, which totaled $207.8 million for the three months ended September 30, 2025. This was a big jump from zero in the prior quarter, Q2 2025. This revenue recognition is tied directly to the performance obligations satisfied under the Servier exclusive license agreement for darovasertib, which included the upfront payment received.

Another crucial component is the reimbursement for R&D services. As of September 30, 2025, IDEAYA Biosciences, Inc. had a remaining performance obligation balance of $143.1 million. This amount represents anticipated reimbursements for clinical development cost services that IDEAYA Biosciences, Inc. will perform over time under the Servier license agreement. You can expect this to convert into collaboration revenue as those research and development services are completed.

Here's a quick look at the key financial components related to the Servier deal that drive current and near-term revenue recognition:

Revenue Component	Amount/Detail	Status/Timing
Servier Upfront Payment	$210.0 million	Received, recognized as revenue over time
R&D Services Performance Obligation (RPO)	$143.1 million	Remaining balance as of Q3 2025
Total Potential Servier Milestones	Up to $320 million	Regulatory and commercial

Future royalties and commercial milestones represent the long-term upside from these partnerships. For the darovasertib ex-US rights licensed to Servier, IDEAYA Biosciences, Inc. is eligible for up to $320 million in regulatory approval-based and commercial milestone payments. On top of that, IDEAYA Biosciences, Inc. will receive double-digit royalties on net sales in all territories outside the United States. This is a defintely important stream to track.

IDEAYA Biosciences, Inc.'s revenue structure also includes milestones from other collaborations, like the one with GSK. While the upfront payment obligations for the GSK Collaboration Agreement were completed as of December 31, 2023, future collaboration revenue is still possible from earned milestones. For instance, a $7.0 million payment was earned from GSK in August 2023 based on IND acceptance for IDE705 (GSK101).

The final, and potentially largest, revenue stream is tied to IDEAYA Biosciences, Inc.'s retained US rights for darovasertib. This stream is purely potential revenue post-regulatory approval in the US. The company is advancing the drug through multiple Phase 3 registrational trials, aiming for improved patient outcomes in various settings. Success here would lead to direct product sales revenue for IDEAYA Biosciences, Inc. in the US market.

You should keep an eye on these potential US sales revenue drivers:

• Darovasertib + crizotinib in first-line HLA-A2-negative metastatic UM (mPFS readout anticipated late 2025 to Q1 2026).
• Neoadjuvant darovasertib as monotherapy in primary UM (Phase 3 trial planned for 2026).
• Future global Phase 3 adjuvant study for primary UM planned for 2026.

Finance: draft 13-week cash view by Friday.