Ideya Biosciences, Inc. (IDYA): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizada]

No cenário em rápida evolução da oncologia de precisão, a Ideya Biosciences surge como uma força pioneira, navegando estrategicamente dinâmica complexa de mercado por meio de uma matriz abrangente de Ansoff. Ao misturar plataformas inovadoras de letalidade sintética, abordagens terapêuticas direcionadas e estratégias de expansão estratégicas, a empresa está pronta para revolucionar os paradigmas de tratamento do câncer. Desde a expansão das redes de ensaios clínicos até a exploração de tecnologias de direcionamento molecular de ponta, o Ideya demonstra um roteiro ambicioso que promete remodelar o futuro da pesquisa e tratamento personalizados do câncer.

Ideya Biosciences, Inc. (Idya) - Ansoff Matrix: Penetração de mercado

Expanda a equipe de vendas para centros de pesquisa e hospitais de oncologia

No quarto trimestre 2022, a Ideya Biosciences tinha 112 funcionários no total, com uma equipe de vendas focada em oncologia de precisão. A estratégia de expansão da equipe de vendas da empresa tem como alvo o aumento do envolvimento do Centro de Pesquisa de Oncologia em 35% em 2023.

Métricas da equipe de vendas	Números atuais	Crescimento -alvo
Total de representantes de vendas	18	24
Centros de oncologia direcionados	42	57
Engajamento anual de vendas	US $ 24,6 milhões	US $ 33,2 milhões

Aumentar os esforços de marketing para a plataforma de letalidade sintética

O Ideya reportou US $ 96,4 milhões em despesas de pesquisa e desenvolvimento em 2022, com uma alocação específica de 22% em relação à eficácia da plataforma de letalidade sintética de marketing.

• Orçamento de marketing: US $ 21,2 milhões
• Canais de marketing digital: 4 plataformas principais
• Apresentações da conferência científica: 7 eventos planejados

Desenvolver estratégias de comunicação de dados de ensaios clínicos

Atualmente, a Ideya possui três ensaios clínicos em andamento em oncologia de precisão, com um orçamento de comunicação de US $ 1,7 milhão dedicado à transparência e disseminação de dados.

Métricas de comunicação de ensaios clínicos	Status atual
Ensaios clínicos ativos	3
Orçamento de comunicação	US $ 1,7 milhão
Publicações planejadas	6 revistas revisadas por pares

Aprimore o recrutamento e o engajamento dos pacientes

O Ideya pretende aumentar o recrutamento de pacientes em 40% em 2023, com a inscrição atual dos pacientes em 87 participantes em estudos em andamento.

• Inscrição atual do paciente: 87
• Recrutamento de pacientes -alvo: 122
• Orçamento de envolvimento do paciente: US $ 950.000

Otimize estratégias de preços para tratamentos de oncologia de precisão

A receita de 2022 da empresa foi de US $ 20,3 milhões, com uma estratégia de otimização de preços projetada para aumentar a receita em 45% em 2023.

Métricas de estratégia de preços	2022 Figuras	2023 Projeções
Receita total	US $ 20,3 milhões	US $ 29,4 milhões
Preço médio de tratamento	$85,000	$92,000
Otimização de preços aumenta	N / D	8.2%

Ideya Biosciences, Inc. (Idya) - Ansoff Matrix: Desenvolvimento de Mercado

Target International Oncology Research Markets na Europa e Ásia

A Ideya Biosciences relatou receita total de US $ 54,3 milhões para o ano fiscal de 2022. As metas de expansão do mercado internacional incluem mercados principais europeus como Alemanha, Reino Unido e França, com um tamanho estimado do mercado de pesquisa de oncologia de 33,5 bilhões de euros em 2022.

Região	Tamanho do mercado de pesquisa de oncologia	Taxa de crescimento projetada
Europa	€ 33,5 bilhões	4.7%
Ásia-Pacífico	US $ 57,2 bilhões	6.2%

Explore parcerias com instituições de pesquisa farmacêutica

No quarto trimestre 2022, a Ideya estabeleceu 3 parcerias de pesquisa estratégica, com potencial valor de colaboração estimado em US $ 250 milhões em possíveis pagamentos marcantes.

• Parcerias de pesquisa ativa atuais: 3
• Valor de pagamento em potencial: US $ 250 milhões
• Programas de pesquisa colaborativa: 2 em andamento

Expandir locais de ensaio clínico

Atualmente, a Ideya opera 12 locais de ensaio clínico, com planos de expandir para 18 locais em 6 países até o final de 2024.

Região geográfica	Sites de teste atuais	Expansão planejada
América do Norte	8	10
Europa	3	5
Ásia	1	3

Desenvolva programas de pesquisa colaborativa

A Ideya garantiu acordos de pesquisa com 2 centros médicos acadêmicos, com financiamento total de pesquisa de US $ 18,5 milhões em 2022.

Procure aprovações regulatórias

O status atual de aprovação regulamentar inclui 2 candidatos a medicamentos em ensaios clínicos avançados, com custos estimados de envio regulatório de US $ 12,3 milhões para novos mercados geográficos.

• Candidatos a drogas em ensaios avançados: 2
• Custos estimados de envio regulatório: US $ 12,3 milhões
• Mercados -alvo para novas aprovações: 4 países

Ideya Biosciences, Inc. (IDYA) - ANSOFF MATRIX: Desenvolvimento de produtos

Oleoduto avançado de terapêutica de câncer baseada em letalidade sintética

O Ideya Biosciences relatou 8 programas de letalidade sintética em andamento clínico a partir do quarto trimestre 2022. O programa principal da empresa IDE397 tem como alvo o PARG em tumores sólidos, com dados clínicos iniciais antecipados em 2023. O investimento em pesquisa nesse oleoduto atingiu US $ 35,2 milhões no ano fiscal de 2022.

Programa	Alvo	Estágio	Custo estimado de desenvolvimento
IDE397	Parg	Fase 1	US $ 12,5 milhões
IDE196	PKC	Clínico	US $ 8,7 milhões

Invista em pesquisas para expandir as capacidades de direcionamento molecular

A Ideya alocou US $ 47,6 milhões para despesas de pesquisa e desenvolvimento em 2022. A pesquisa de direcionamento molecular da empresa focou em plataformas de oncologia de precisão.

• As despesas de P&D aumentaram 22% em relação a 2021
• 3 novos programas de segmentação molecular iniciados
• O portfólio de patentes expandiu -se para 54 pedidos de patentes totais

Desenvolva ferramentas de diagnóstico complementares para tratamentos personalizados de câncer

A Ideya colaborou com parceiros de diagnóstico para desenvolver diagnósticos complementares baseados em biomarcadores. O investimento total no desenvolvimento de ferramentas de diagnóstico atingiu US $ 5,3 milhões em 2022.

Explore novas abordagens de direcionamento de mutação genética

A empresa identificou 12 novas metas de mutação genética em 2022. A pesquisa colaborativa com instituições acadêmicas envolveu US $ 4,2 milhões em financiamento.

Melhorar plataformas de biologia computacional para descoberta de medicamentos

A Ideya investiu US $ 6,8 milhões em infraestrutura de biologia computacional. A plataforma de descoberta de medicamentos orientada pela empresa processou 3.247 interações moleculares potenciais em 2022.

Métricas de plataforma computacional	2022 Performance
Interações moleculares analisadas	3,247
Investimento da plataforma	US $ 6,8 milhões

Ideya Biosciences, Inc. (Idya) - Ansoff Matrix: Diversificação

Investigue a expansão potencial em áreas terapêuticas adjacentes

No quarto trimestre 2022, a Ideya Biosciences registrou uma receita de US $ 50,4 milhões, com foco em expandir as plataformas de precisão oncologia e letalidade sintética.

Área terapêutica	Tamanho potencial de mercado	Investimento atual
Oncologia de precisão	US $ 196,2 bilhões até 2025	US $ 22,5 milhões de alocação de P&D
Distúrbios genéticos raros	US $ 262,5 bilhões no mercado global	US $ 8,3 milhões de financiamento exploratório

Explore aquisições estratégicas de plataformas de biotecnologia complementares

A Ideya tem dinheiro e investimentos totalizando US $ 324,9 milhões em 31 de dezembro de 2022, permitindo possíveis aquisições estratégicas.

• Potenciais metas de aquisição em Medicina de Precisão: 3-5 Empresas emergentes de Biotecnologia
• Orçamento estimado de aquisição: US $ 50-75 milhões
• Concentre -se em plataformas com letalidade sintética e tecnologias de resposta a danos no DNA

Considere o desenvolvimento de tecnologias de medicina de precisão além da oncologia

O mercado atual de medicina de precisão projetou atingir US $ 175,4 bilhões até 2028, com um CAGR de 11,6%.

Domínio tecnológico	Investimento potencial	Projeção de crescimento de mercado
Diagnóstico genômico	US $ 15,2 milhões	14,3% CAGR
Terapias direcionadas	US $ 22,7 milhões	12,8% CAGR

Pesquisa em potencial aplicações em tratamentos raros de transtorno genético

O mercado global de tratamento de doenças raras estimou US $ 262,5 bilhões, com mais de 7.000 distúrbios genéticos raros identificados.

• Investimento atual de P&D em distúrbios genéticos raros: US $ 6,7 milhões
• Indicações alvo potenciais: 12-15 Condições genéticas de alta necessidade de alta quantidade
• Linha do tempo de desenvolvimento estimado: 4-6 anos por programa terapêutico

Desenvolva recursos de AI e aprendizado de máquina para processos mais amplos de descoberta de medicamentos

A IA no mercado de descoberta de medicamentos projetou atingir US $ 10,2 bilhões até 2025.

Tecnologia da IA	Investimento atual	Ganho de eficiência esperado
Algoritmos de aprendizado de máquina	US $ 5,3 milhões	40-50% de aceleração de descoberta de medicamentos
Modelagem preditiva	US $ 4,1 milhões	Redução de 35% nos custos de P&D

IDEAYA Biosciences, Inc. (IDYA) - Ansoff Matrix: Market Penetration

Market penetration for IDEAYA Biosciences, Inc. (IDYA) centers on driving the adoption and maximizing the share of darovasertib within the existing uveal melanoma (UM) market segments, primarily through regulatory success and commercial execution in the U.S.

Accelerate commercial readiness for darovasertib in U.S. 1L mUM.

You're focused on getting darovasertib/crizotinib to market for first-line metastatic uveal melanoma (1L mUM) patients who are HLA-A2-negative. The groundwork for commercial readiness is evident in the financial reporting for the third quarter of 2025. General and administrative (G&A) expenses for the three months ended September 30, 2025, totaled $16.4 million, an increase from the $14.6 million reported for the three months ended June 30, 2025, with the rise explicitly tied to commercial preparation activities. Research and development (R&D) expenses were $83.0 million for the same quarter, showing continued investment in the clinical pathway. The Phase 1/2 OptimUM-01 trial provided strong initial efficacy signals to build this commercial case. For the 44 patients treated, the median overall survival (OS) reached 21.1 months, and the median progression-free survival (PFS) was 7.0 months. Also, the confirmed overall response rate (ORR) stood at 34% (14/41), with a disease control rate (DCR) of 90% (37/41).

Secure accelerated FDA approval for darovasertib/crizotinib combination.

The path to accelerated approval hinges on the data from the registration-enabling Phase 2/3 trial, OptimUM-02. IDEAYA Biosciences is targeting the reporting of median PFS data from this trial by year-end 2025 to the first quarter of 2026. Success here is the trigger for a potential U.S. accelerated approval filing for the darovasertib/crizotinib combination in 1L mUM. Enrollment in this trial is on track to be completed by the end of 2025. This strategy is designed to move quickly, capitalizing on the historical median OS for treatment-naïve mUM patients, which is cited around 12 months in published meta-analyses.

Leverage Breakthrough Therapy Designation to drive neoadjuvant UM adoption.

The U.S. Food and Drug Administration (FDA) granted Breakthrough Therapy Designation (BTD) for darovasertib monotherapy in neoadjuvant UM for enucleation-recommended patients on March 31, 2025. This designation enables expedited development and priority regulatory review. IDEAYA Biosciences is targeting the initiation of the Phase 3 registrational study, OptimUM-10, in the first half of 2025. This market segment is significant, with a projected annual incidence of approximately 12,000 patients across North America, Europe, and Australia, and currently has no FDA-approved systemic therapies. The Phase 2 OptimUM-09 trial data, presented in October 2025, supports this push, showing robust tumor shrinkage. For patients recommended for enucleation (Cohort 1), 57% (24/42) achieved eye preservation.

Here are the key metrics supporting the neoadjuvant strategy:

Metric	Enucleation (EN) Eligible Patients	Plaque Brachytherapy (PB) Eligible Patients
Total Patients Assessed (OptimUM-09)	56	39
Ocular Tumor Shrinkage (Any Reduction)	~84% (47/56)	~82% (31/38)
Eye Preservation Rate	57% (24/42)	N/A
Reduction in Predicted Radiation Dose	N/A	~70% (26/37)

Deepen key opinion leader (KOL) engagement for darovasertib in specialized centers.

Engagement with Key Opinion Leaders (KOLs) is being executed through high-profile data presentations. The company presented updated Phase 2 data from the neoadjuvant trial at the 2025 European Society of Medical Oncology (ESMO) meeting in Berlin, Germany, on October 20, 2025. Furthermore, the first-ever median overall survival data from the OptimUM-01 trial in 1L mUM was presented at the 2025 Society for Melanoma Research Congress (SMR) in Amsterdam between October 25-28, 2025. IDEAYA Biosciences also held an R&D Day on September 8, 2025, to outline its future growth strategy and present clinical data updates.

Maximize U.S. market share for darovasertib, the primary value driver.

Maximizing U.S. share means capturing a significant portion of the overall UM market, which is substantial and growing. The global Uveal Melanoma Therapeutics Market was valued at US$ 1.2 Billion in 2024 and is projected to reach US$ 2.5 Billion by 2035, growing at a Compound Annual Growth Rate (CAGR) of 7.1% from 2025 to 2035. North America held the largest revenue share in 2024 at 44.2%. IDEAYA Biosciences has specifically projected a potential $500M+ peak revenue opportunity for darovasertib. The company's financial foundation to support this commercial push is strong; as of September 30, 2025, IDEAYA reported cash, cash equivalents, and marketable securities of approximately $1.14 billion, which is expected to fund operations into 2030. This financial runway was bolstered by an exclusive license agreement with Servier for darovasertib rights outside the U.S., which provided an upfront payment of $210 million.

• The Phase 3 neoadjuvant trial projects randomization of approximately 520 patients (120 EN-eligible and 400 PB-eligible).
• The combination therapy in 1L mUM showed a 34% confirmed ORR in the Phase 1/2 trial.
• The Servier deal provides up to $320 million in milestone payments plus royalties.
• The company's cash position as of September 30, 2025, was $1.14 billion.

Finance: finalize the projected U.S. market penetration rate for darovasertib in 1L mUM by Q2 2026 based on the expected readout timeline.

IDEAYA Biosciences, Inc. (IDYA) - Ansoff Matrix: Market Development

Support Servier's ex-U.S. commercialization of darovasertib via the $210 million upfront deal.

Servier entered into an exclusive licensing agreement for regulatory and commercial rights to darovasertib outside the United States on September 2, 2025. IDEAYA Biosciences received an upfront payment of $210 million from Servier. The total deal value is up to $530 million, which includes up to $100 million in regulatory approval-based milestones and up to $220 million more in commercial milestone payments. Furthermore, IDEAYA Biosciences is eligible for double-digit royalties on net sales in all territories outside the U.S. IDEAYA retains all rights for darovasertib within the United States. The collaboration involves both companies working on development activities and sharing associated costs.

Expand IDE849 (DLL3 ADC) clinical trials beyond SCLC into other neuroendocrine tumors (NETs).

IDE849, also known as SHR-4849, targets Delta-like protein 3 (DLL3), which is expressed in Small Cell Lung Cancer (SCLC) at roughly 85% and in Neuroendocrine Tumors (NETs) at approximately 20% to 40%. Hengrui Pharma is currently evaluating IDE849 in an ongoing Phase 1 trial in China (NCT06443489) in SCLC patients. IDEAYA Biosciences is targeting to initiate the evaluation of IDE849 in NETs in the second half of 2025. The company plans to submit a U.S. Investigational New Drug (IND) application for IDE849 in the first half of 2025 for evaluation as a monotherapy in SCLC, NETs, and other DLL3-upregulated solid tumors. In data presented in September 2025, the confirmed overall response rate (ORR) across all lines of SCLC at all expansion doses was 47.9% (34/71) at doses greater than or equal to 2.4 mg/kg.

Initiate new clinical trials for darovasertib in other GNAQ/GNA11-mutated solid tumors.

Darovasertib is a potent and selective protein kinase C (PKC) inhibitor being developed for tumors with GNAQ or GNA11 mutations. Activating mutations in GNAQ or GNA11 are found in approximately 90% of uveal melanoma patients. In addition to uveal melanoma, these mutations are observed at lower frequencies across other solid tumors, such as cutaneous melanoma. The estimated total prevalence of GNAQ/11 cutaneous melanoma is approximately 70,000 patients in the U.S. and 110,000 in the EU-28. IDEAYA Biosciences is evaluating darovasertib in a Phase 1/2 basket study (NCT ID: 03947385) for patients with solid tumors harboring GNAQ or GNA11 mutations, including cutaneous melanoma. In GNAQ/11 cutaneous melanoma patients treated with darovasertib combinations, 2 of 4 evaluable patients observed partial responses (PRs) by RECIST 1.1.

Partner with Hengrui Pharma to maximize IDE849's reach in the Greater China market.

IDEAYA Biosciences entered an exclusive license agreement with Jiangsu Hengrui Pharmaceuticals Co., Ltd. in December 2024 for IDE849 (SHR-4849) worldwide outside of Greater China. Hengrui Pharma retains the rights and is responsible for development and commercialization within Greater China. Hengrui Pharma is eligible to receive total payments of up to $1.045 billion from IDEAYA, which includes a $75 million upfront fee, up to $200 million in development and regulatory milestone payments, plus commercial success-based milestones. Hengrui is also eligible to receive mid-single to low-double digit royalties on net sales outside of Greater China. As of December 31, 2024, IDEAYA Biosciences had cash, cash equivalents and marketable securities of approximately $1.1 billion, which does not change due to the projected R&D costs and potential milestone payments related to this deal, maintaining a cash out runway of at least 2028.

Here's a quick look at the key development assets and their market focus:

Asset	Target Indication/Mutation	Geographic Focus (IDEAYA)	Partner/Collaboration	Financial/Statistical Data Point
Darovasertib	GNAQ/GNA11-mutated solid tumors (e.g., Uveal Melanoma)	United States	Servier (ex-U.S.)	$210 million upfront payment from Servier
IDE849 (SHR-4849)	DLL3-expressing SCLC and NETs	Worldwide outside Greater China	Hengrui Pharma (Greater China)	DLL3 expression in NETs: 20% to 40%
IDE849 (SHR-4849)	DLL3-expressing SCLC	United States (IND targeted H1 2025)	Hengrui Pharma	Confirmed ORR in 2L SCLC at 2.4 mg/kg dose: 70.0%
Darovasertib	MUM (Metastatic Uveal Melanoma)	United States	Pfizer (crizotinib combo)	Historical ORR for other therapies in MUM: 0% to 5%

The expansion strategy for IDE849 involves leveraging its potential across multiple DLL3-upregulated tumors. The plan includes:

• Targeting Small Cell Lung Cancer (SCLC) with monotherapy potential.
• Evaluating in Neuroendocrine Tumors (NETs) starting in the second half of 2025.
• Developing rational combinations with IDE161 (PARG inhibitor).
• Anticipating a U.S. IND submission for IDE849 in the first half of 2025.

For darovasertib, the market development includes leveraging the GNAQ/11 mutation across different tumor types, not just uveal melanoma. The estimated annual incidence of GNAQ/11 cutaneous melanoma is 5,000 patients in the U.S. and 8,000 in the EU-28. The ongoing Phase 2/3 study (NCT05987332) for MUM has achieved double-digit patient enrollment. The Phase 1/2 study (NCT03947385) showed a median Progression-Free Survival (PFS) of 7.1 months in first-line MUM patients. This defintely shows a clear path for market expansion into related solid tumors.

IDEAYA Biosciences, Inc. (IDYA) - Ansoff Matrix: Product Development

You're looking at how IDEAYA Biosciences, Inc. (IDYA) is pushing its pipeline forward, which is the core of the Product Development strategy in the Ansoff Matrix. This is all about taking existing research and turning it into clinical assets, often in combination, to capture new patient populations or deepen existing ones. Here's the quick math on where the key programs stand as of late 2025.

Advancing IDE849 (DLL3 ADC) in SCLC

The data coming out of the Phase 1 trial for IDE849, the DLL3 TOP1 ADC, in Small Cell Lung Cancer (SCLC) is definitely strong enough to justify the next steps. Partner Hengrui Pharma presented data at the IASLC 2025 World Conference on Lung Cancer in September 2025. The data included $\mathbf{100}$ patients treated across doses ranging from $\mathbf{0.8 \text{ mg/kg}}$ to $\mathbf{4.2 \text{ mg/kg}}$ with a once every $\mathbf{3}$-week schedule. For the $\mathbf{71}$ patients with refractory ($\mathbf{2L+}$) SCLC evaluated for efficacy at expansion doses, the confirmed Overall Response Rate (ORR) was $\mathbf{47.9\%}$ ($\mathbf{34/71}$). Across all lines of SCLC at doses $\ge \mathbf{2.4 \text{ mg/kg}}$ ($\mathbf{n=86}$), the median Progression-Free Survival (PFS) was $\mathbf{6.7 \text{ months}}$. Based on this, IDEAYA Biosciences initiated a U.S. Phase 1 trial in SCLC in $\mathbf{Q3 \text{ 2025}}$ and plans to expand into Neuroendocrine Tumors (NETs) and other DLL3-overexpressing tumors by the end of 2025.

Initiating IDE849 + IDE161 Combination Trial

To potentially enhance durability, IDEAYA Biosciences is pairing IDE849 with IDE161, their potential first-in-class PARG inhibitor, which is currently in Phase 1 dose optimization. The plan is firm: initiate a Phase 1 combination trial of IDE849 and IDE161 by the end of 2025. This combination leverages preclinical synergy data between PARG inhibition and TOP1-payload based ADCs.

Accelerating IDE397 + Trodelvy Studies

The combination of IDE397, the MAT2A inhibitor, with Trodelvy is moving across indications. In MTAP-deletion Urothelial Cancer (UC), data as of $\mathbf{August \text{ 29, 2025}}$, showed a $\mathbf{57\%}$ ORR ($\mathbf{3 \text{ cPR}}$ and $\mathbf{1 \text{ uPR}}$) at the selected go-forward Dose Level 2 ($\mathbf{DL2}$) in one cohort of UC patients. The prevalence of MTAP-deletion in UC is estimated around $\mathbf{25-30\%}$. Following this, IDEAYA Biosciences achieved First-Patient-In (FPI) in the NSCLC cohort of this combination trial in September 2025. MTAP-deletion is found in up to $\mathbf{20\%}$ of NSCLC cases. The next clinical update for this combination is targeted for the first half of 2026.

Driving IDE892 (PRMT5 Inhibitor) into Combination Trials

IDEAYA Biosciences submitted the Investigational New Drug (IND) application for IDE892, the MTA-cooperative PRMT5 inhibitor, in $\mathbf{September \text{ 2025}}$. The immediate next step is to begin Phase 1 dose escalation trials in MTAP-deleted lung cancer in $\mathbf{Q4 \text{ 2025}}$. The strategy is to drive this asset into combination trials with IDE397 in MTAP-deleted cancers, which is scheduled for the first half of 2026.

Here is a snapshot of the near-term development focus:

Asset Combination	Target Indication(s)	Key Near-Term Milestone	Target Date/Status
IDE849 (DLL3 ADC)	SCLC, NETs	Global Clinical Development Advancement	Post $\mathbf{Q3 \text{ 2025}}$ Data / End of $\mathbf{2025}$ Expansion
IDE849 + IDE161 (PARG)	DLL3-upregulated Tumors	Initiate Phase 1 Combination Trial	By Year-End $\mathbf{2025}$
IDE397 (MAT2A) + Trodelvy	MTAP-deletion UC/NSCLC	Next Clinical Update	$\mathbf{H1 \text{ 2026}}$
IDE892 (PRMT5) + IDE397	MTAP-deleted Cancers	Initiate Combination Trials	$\mathbf{H1 \text{ 2026}}$

Financially, you should note that as of $\mathbf{September \text{ 30, 2025}}$, IDEAYA Biosciences held approximately $\mathbf{\$1.14 \text{ billion}}$ in cash, cash equivalents, and marketable securities. This strong balance sheet, bolstered by the Servier upfront payment, is expected to fund operations into $\mathbf{2030}$. For context on the burn rate supporting this development, Research and development ($\mathbf{R\&D}$) expenses for the three months ended $\mathbf{September \text{ 30, 2025}}$ were $\mathbf{\$83.0 \text{ million}}$.

The immediate next step is for the Clinical Operations team to confirm the start of the IDE849/IDE161 combination trial by the end of the year, and for the CMC group to ensure IDE892 manufacturing is ready for the $\mathbf{Q4 \text{ 2025}}$ IND trial start.

IDEAYA Biosciences, Inc. (IDYA) - Ansoff Matrix: Diversification

Launch IDE034 (B7H3/PTK7 bispecific ADC) Phase 1 in Q1 2026 targeting large solid tumors like colorectal and lung.

IDEAYA Biosciences, Inc. plans to start enrolling patients in the Phase 1 clinical trial for IDE034 in the first quarter of 2026. This bispecific B7H3/PTK7 TOP1 antibody-drug conjugate targets solid tumors where B7H3 and PTK7 proteins are co-expressed. The potential patient populations include:

• Lung cancers: approximately 30% co-expression.
• Colorectal cancers: approximately 46% co-expression.
• Head and neck cancers: approximately 27% co-expression.

Explore novel synthetic lethality targets like KAT6/7 (IDE574) with a 2025 IND filing.

The development candidate IDE574, a potential first-in-class KAT6/7 dual inhibitor, has an Investigational New Drug (IND) filing targeted for the fourth quarter of 2025, or year-end 2025. This program represents diversification into a new synthetic lethality target class.

Establish new research collaborations outside current synthetic lethality partners (GSK, Gilead).

IDEAYA Biosciences, Inc. formed a research collaboration with ATTMOS to develop a physics-based computational platform for small molecule discovery. This expands the external research footprint beyond existing synthetic lethality partners like GSK and Gilead Sciences, Inc. The prior strategic partnership with GSK, signed in June 2020, covered MAT2A, Pol Theta, and Werner Helicase programs. The collaboration with Gilead Sciences, Inc. involves IDE397 and Trodelvy® in MTAP-deletion NSCLC.

Invest a portion of the Q3 2025 $207.8 million collaboration revenue into a new discovery platform.

The financial foundation for this diversification is supported by significant non-dilutive funding. Collaboration revenue for the three months ended September 30, 2025, totaled $207.8 million. This revenue was primarily driven by the upfront payment from the Servier exclusive license agreement for darovasertib, which was $210.0 million. The company's cash position as of September 30, 2025, stood at approximately $1.14 billion, which is expected to fund operations into 2030. The net income for the same quarter was $119.2 million, a turnaround from the $77.5 million net loss in the prior quarter.

Here's the quick math on the Q3 2025 financial snapshot:

Metric	Amount/Value
Collaboration Revenue (3 Months Ended 9/30/2025)	$207.8 million
Cash, Cash Equivalents, Marketable Securities (9/30/2025)	$1.14 billion
Net Income (3 Months Ended 9/30/2025)	$119.2 million
Operating Margin (TTM)	-97.23%
Current Ratio (TTM)	12.44
P/S Ratio (TTM)	14.86

The use of a portion of the $207.8 million collaboration revenue is earmarked to build out the new computational discovery platform with ATTMOS, aiming to accelerate the pipeline beyond current synthetic lethality programs. The Research and Development (R&D) expenses for the three months ended September 30, 2025, were $83.0 million.

The diversification strategy involves advancing multiple clinical and preclinical assets simultaneously:

• IDE034 Phase 1 initiation: Q1 2026.
• IDE574 (KAT6/7) IND filing: Year-end 2025.
• IDE849 (DLL3 TOP1i ADC) Phase 1 data presented: September 7, 2025.
• Darovasertib/crizotinib median PFS data expected: Year-end 2025 to 1Q 2026.

Finance: draft 13-week cash view by Friday.