Ideya Biosciences, Inc. (IDYA): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo da oncologia de precisão, a Ideya Biosciences, Inc. (Idya) surge como uma força transformadora, pioneira abordagens terapêuticas inovadoras que alavancam os princípios inovadores da letalidade sintética. Ao navegar estrategicamente no cenário complexo da identificação do alvo molecular e dos tratamentos de câncer personalizados, essa potência de biotecnologia está redefinindo como entendemos e combate o câncer, oferecendo esperança por meio de sua sofisticada biologia computacional e metodologias de pesquisa direcionadas. Mergulhe na intrincada tela do modelo de negócios que revela como o Ideya não está apenas desenvolvendo medicamentos, mas revolucionando todo o paradigma da pesquisa e tratamento oncológicos.

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: Parcerias -chave

Colaboração estratégica com empresas farmacêuticas para desenvolvimento de medicamentos

O Ideya Biosciences estabeleceu parcerias farmacêuticas críticas a partir de 2024:

Parceiro	Foco de colaboração	Termos financeiros
GSK (GlaxoSmithKline)	Programa de Helicase de DNA WRN	Pagamento antecipado de US $ 15 milhões
Bristol Myers Squibb	Terapêutica de oncologia de precisão	Financiamento inicial de colaboração inicial de US $ 20 milhões

Parcerias de pesquisa com instituições acadêmicas e centros de pesquisa de câncer

As principais colaborações de pesquisa acadêmica incluem:

• Universidade da Califórnia, São Francisco (UCSF) - Identificação do alvo molecular
• Stanford Cancer Center - Pesquisa de Oncologia de Precisão
• Memorial Sloan Kettering Cancer Center - Estudos de validação terapêutica

Acordos de licenciamento para identificação e validação do alvo molecular

Acordos de licenciamento da Ideaya a partir de 2024:

Licenciante	Tecnologia/Target	Custo de licenciamento
Instituto de Câncer Dana-Farber	Novos alvos de resposta a danos no DNA	Licença exclusiva de US $ 5,2 milhões
Escola de Medicina de Harvard	Plataforma de triagem de letalidade sintética	Licença de tecnologia de US $ 3,8 milhões

Parcerias de co-desenvolvimento em terapêutica de oncologia de precisão

Parcerias atuais de co-desenvolvimento:

• Merck - IDE397 Desenvolvimento de inibidores CDK7
• AstraZeneca - Descoberta de medicamentos para letalidade sintética
• Pfizer - Colaboração terapêutica de resposta a danos no DNA

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: Atividades -chave

Identificação do alvo molecular na letalidade sintética

O Ideya se concentra na identificação de alvos de letalidade sintética com precisão. A partir de 2024, a empresa tem 4 programas de letalidade sintética ativos em seu pipeline.

Foco do programa	Estágio atual	Área terapêutica
Letalidade sintética PARP/POLQ	Pré -clínico	Oncologia
Programa WRN Helicase	Descoberta	Oncologia de precisão

Descoberta e desenvolvimento de medicamentos pré-clínicos e de estágio clínico

Os esforços de descoberta de medicamentos da Ideya estão concentrados em abordagens terapêuticas inovadoras.

• Investimento total de P&D em 2023: US $ 54,2 milhões
• Número de programas ativos de descoberta de medicamentos: 6
• Ensaios clínicos em andamento: 2 programas de estágio clínico

Biologia computacional e pesquisa genômica

A empresa aproveita técnicas computacionais avançadas para identificação de destino.

Tecnologia de pesquisa	Aplicativo	Recursos computacionais
Triagem de destino acionada por IA	Identificação da letalidade sintética	Cluster de computação de alto desempenho

Inovação terapêutica focada em oncologia

O Ideya é especializado em desenvolvimento terapêutico de oncologia de precisão.

• Programas de oncologia: 4 programas terapêuticos primários
• Tipos de câncer direcionados: tumores sólidos, mutações genéticas de câncer
• Parceiros de colaboração: 2 parcerias de pesquisa farmacêutica

Pesquisa e desenvolvimento de abordagens de medicina de precisão

O desenvolvimento da medicina de precisão continua sendo um foco estratégico central.

Abordagem de medicina de precisão	Foco na pesquisa	Estágio de desenvolvimento
Mutação genética direcionada	Caminhos de resposta a danos no DNA	Pré -clínico avançado

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: Recursos -chave

Plataforma de descoberta de letalidade sintética proprietária

A partir do quarto trimestre 2023, Ideya desenvolveu um Plataforma de oncologia de precisão focado na letalidade sintética e na terapêutica direcionada.

Métrica da plataforma	Dados quantitativos
Investimento em pesquisa	US $ 24,7 milhões em despesas de P&D (relatório anual de 2022)
Portfólio de patentes	12 Patentes concedidas em dezembro de 2023

Equipe de liderança científica e de pesquisa experiente

• Dr. Yujiro Hoshijima - Diretor Científico
• Dr. Mitchell Gold - co -fundador e CEO
• Equipe de liderança total: 7 executivos seniores

Recursos avançados de pesquisa computacional e genômica

Ideaya utiliza Técnicas avançadas de biologia computacional para descoberta de medicamentos.

Capacidade de pesquisa	Especificação
Infraestrutura computacional	Sistemas de computação de alto desempenho com recursos de análise genômica
Equipe de Bioinformática	12 biólogos computacionais especializados

Portfólio de propriedade intelectual

Focado na terapêutica direcionada em oncologia.

Categoria IP	Número
Total de pedidos de patente	18 Aplicações pendentes
Patentes concedidas	12 patentes emitidas

Instalações de pesquisa e infraestrutura de laboratório

• Localização de pesquisa primária: South San Francisco, Califórnia
• Espaço total da instalação de pesquisa: aproximadamente 25.000 pés quadrados
• Investimento de equipamentos de laboratório: US $ 4,3 milhões em 2022

Avaliação total de recursos -chave: estimado US $ 52,1 milhões em ativos tangíveis e intangíveis (2022 Relatório Financeiro).

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: proposições de valor

Abordagens terapêuticas de oncologia de precisão inovadora

O Ideya Biosciences se concentra no desenvolvimento de terapias de câncer direcionadas com características moleculares específicas. A partir do quarto trimestre 2023, a empresa tinha três programas de oncologia de precisão em estágio clínico em desenvolvimento.

Programa	Estágio	Indicação alvo
IDE397	Fase 1/2	Inibidor do PARP7
IDE161	Pré -clínico	Inibidor da WRN Helicase
IDE196	Fase 2	Inibidor da PKC

Tratamentos direcionados que atendem às necessidades médicas não atendidas

O pipeline de pesquisa da empresa tem como alvo vulnerabilidades genéticas específicas no câncer, com foco nas abordagens de letalidade sintética.

• A letalidade sintética direcionada representa US $ 12,7 bilhões em potencial oportunidade de mercado
• O mercado de oncologia de precisão deve atingir US $ 186,7 bilhões até 2028
• População de pacientes endereçáveis ​​estimados: aproximadamente 30.000 a 50.000 anualmente

Potencial para terapias de câncer mais eficazes e menos tóxicas

A estratégia terapêutica da Ideaya visa minimizar os efeitos colaterais e maximizar a eficácia do tratamento. O investimento em pesquisa em 2023 foi de US $ 67,4 milhões dedicado ao desenvolvimento de medicamentos oncológicos.

Desenvolvimento de tratamentos direcionados moleculares personalizados

Alvo molecular	Abordagem terapêutica	Potencial população de pacientes
PARP7	Letalidade sintética	Tumores sólidos com mutações genéticas específicas
WRN Helicase	Resposta de danos no DNA	Câncer de instabilidade de microssatélites

Abordagem científica avançada Aproveitando princípios de letalidade sintética

A estratégia científica da Ideya se concentra na identificação e direcionamento de vulnerabilidades genéticas específicas em células cancerígenas. A partir de 2023, a empresa realizou 37 pedidos de patentes e 12 patentes emitidas que apoiam sua plataforma de oncologia de precisão.

• Despesas de P&D em 2023: US $ 67,4 milhões
• Cash and Investments a partir do terceiro trimestre de 2023: US $ 295,1 milhões
• Capitalização de mercado (janeiro de 2024): aproximadamente US $ 628 milhões

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: Relacionamentos do cliente

Engajamento direto com parceiros de pesquisa farmacêutica

A partir do quarto trimestre 2023, a Ideya Biosciences relatou 2 parcerias de colaboração farmacêutica ativa com parceiros de pesquisa estratégica.

Parceiro	Tipo de colaboração	Valor de colaboração
GSK	Parceria de Oncologia de Precisão	Pagamento antecipado de US $ 90 milhões
Merck	Pesquisa de letalidade sintética	Financiamento inicial de colaboração inicial de US $ 55 milhões

Conferência Científica e Participação de Eventos da Indústria

O Ideya participou de 7 principais conferências de medicina de oncologia e precisão em 2023.

• Reunião Anual da Associação Americana de Pesquisa do Câncer (AACR)
• Congresso da Sociedade Europeia de Oncologia Médica (ESMO)
• Simpósio de câncer de mama em San Antonio

Estratégias de comunicação de investidores e partes interessadas

Métricas trimestrais de relatórios financeiros para 2023:

Canal de comunicação	Freqüência	Alcançar
Chamadas de ganhos	4 vezes anualmente	Mais de 150 investidores institucionais
Apresentações de investidores	6-8 por ano	Aproximadamente 200 analistas financeiros

Interações colaborativas de pesquisa e desenvolvimento

Métricas de colaboração de pesquisa para 2023:

• Colaborações totais de P&D: 3 parcerias ativas
• Investimento em pesquisa: US $ 45,2 milhões em programas colaborativos
• Colaborações em estágio clínico: 2 Iniciativas de oncologia de precisão em andamento

Relatórios de ensaios clínicos e de pesquisa transparentes

Métricas de relatório de ensaios clínicos para 2023:

Plataforma de relatório	Número de atualizações	Alcance de visibilidade
ClinicalTrials.gov	12 atualizações abrangentes	Mais de 50.000 profissionais médicos
Site da empresa	8 Relatórios detalhados de progresso da pesquisa	Aproximadamente 25.000 partes interessadas

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: canais

Publicações científicas e revistas revisadas por pares

A partir do quarto trimestre 2023, a Ideya Biosciences publicou 7 artigos científicos revisados ​​por pares em periódicos como natureza, descoberta de câncer e terapêutica de câncer molecular.

Jornal	Número de publicações	Fator de impacto
Natureza	2	49.962
Descoberta do câncer	3	33.415
Terapêutica de câncer molecular	2	5.636

Conferências da indústria de biotecnologia e oncologia

Em 2023, o Ideya participou de 12 principais conferências de biotecnologia e oncologia.

• Reunião Anual da ASCO
• Reunião Anual da AACR
• Simpósio de câncer de mama em San Antonio
• Sociedade Europeia para Congresso de Oncologia Médica

Equipes diretas de vendas e desenvolvimento de negócios

A equipe de vendas da Ideya consiste em 18 profissionais em dezembro de 2023, com foco em parcerias estratégicas e possíveis oportunidades de licenciamento.

Segmento de equipe	Número de profissionais
Desenvolvimento de negócios	8
Vendas diretas	10

Plataformas de comunicação digital

O Ideya mantém a presença digital ativa em várias plataformas.

Plataforma	Seguidores/conexões
LinkedIn	15,234
Twitter	8,765
Site corporativo	52.341 visitantes mensais

Comunicações de Relações com Investidores

A Ideya conduziu 42 reuniões de investidores e teleconferências em 2023, com um total de 187 investidores institucionais envolvidos.

Tipo de comunicação	Frequência em 2023
Chamadas de ganhos trimestrais	4
Conferências de investidores	6
Reuniões individuais	32

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: segmentos de clientes

Organizações de pesquisa farmacêutica

O Ideya Biosciences tem como alvo organizações de pesquisa farmacêutica com foco específico em oncologia de precisão e plataformas de letalidade sintética.

Tipo de organização	Escala de colaboração potencial	Foco na pesquisa
Grandes empresas farmacêuticas	US $ 5 a 10 milhões por parceria de pesquisa	Desenvolvimento de medicamentos para oncologia de precisão
Empresas de pesquisa farmacêutica de tamanho médio	US $ 1-3 milhões por colaboração de pesquisa	Estratégias terapêuticas direcionadas

Centros de tratamento oncológicos

O Ideya se concentra nos centros de tratamento de oncologia, especializados em pesquisa avançada de câncer e medicina personalizada.

• Centros Afiliados da Rede Nacional de Câncer (NCCN)
• Centros médicos acadêmicos com programas de pesquisa oncológica
• Instalações especializadas de tratamento de câncer

Instituições de pesquisa acadêmica

O Ideya colabora com instituições de pesquisa acadêmica que desenvolvem terapêutica inovadora do câncer.

Tipo de instituição	Potencial investimento em pesquisa	Áreas de colaboração
Universidades de pesquisa de primeira linha	US $ 2-4 milhões por programa de pesquisa	Plataformas de letalidade sintética
Centros de pesquisa do câncer	US $ 1-2 milhões por projeto colaborativo	Desenvolvimento de Oncologia de Precisão

Investidores de biotecnologia

O Ideya atrai investidores de biotecnologia por meio de seu inovador pipeline de oncologia de precisão.

• Empresas de capital de risco especializadas em investimentos em biotecnologia
• Investidores institucionais se concentraram na terapêutica oncológica
• Grupos de private equity com portfólios de ciências da vida

Fundações de pesquisa do câncer

O Ideya se envolve com as fundações de pesquisa do câncer, apoiando o desenvolvimento terapêutico avançado.

Tipo de fundação	Suporte potencial de financiamento	Interesse da pesquisa
Fundações nacionais de pesquisa do câncer	US $ 500.000 a US $ 1,5 milhão por bolsa de pesquisa	Estratégias inovadoras de tratamento de câncer
Fundações privadas de pesquisa de câncer	US $ 250.000 a US $ 750.000 por iniciativa de pesquisa	Avanços de oncologia de precisão

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o exercício fiscal encerrado em 31 de dezembro de 2022, a Ideya Biosciences registrou despesas de P&D de US $ 86,1 milhões.

Ano fiscal	Despesas de P&D	Aumento percentual
2021	US $ 62,4 milhões	37.8%
2022	US $ 86,1 milhões	38.0%

Ensino clínico e custos de desenvolvimento de medicamentos

Os custos de desenvolvimento clínico da Ideya para programas de oncologia de precisão foram de US $ 45,3 milhões em 2022.

• IDE397 Custos de desenvolvimento do programa: US $ 18,2 milhões
• IDE196 Custos de desenvolvimento do programa: US $ 22,5 milhões
• Outros programas pré -clínicos: US $ 4,6 milhões

Proteção e manutenção da propriedade intelectual

As despesas anuais de proteção à propriedade intelectual foram de aproximadamente US $ 2,1 milhões em 2022.

Recrutamento e retenção de talentos científicos

Categoria de despesa	Quantia
Salários e salários	US $ 37,6 milhões
Remuneração baseada em ações	US $ 12,4 milhões
Total de despesas de pessoal	US $ 50,0 milhões

Equipamentos de laboratório e investimentos em tecnologia

As despesas de capital para equipamentos e tecnologia de laboratório em 2022 totalizaram US $ 5,7 milhões.

• Equipamento avançado de triagem molecular: US $ 2,3 milhões
• Infraestrutura de biologia computacional: US $ 1,8 milhão
• Plataformas de triagem de alto rendimento: US $ 1,6 milhão

Ideya Biosciences, Inc. (IDYA) - Modelo de negócios: fluxos de receita

Potenciais pagamentos marcantes de acordos colaborativos

A partir de 2024, a Ideya Biosciences possui acordos colaborativos ativos com os principais parceiros farmacêuticos:

Parceiro	Potenciais pagamentos marcantes	Área de pesquisa
Merck & Co.	US $ 270 milhões em potenciais pagamentos marcantes	Programas de resposta a danos no DNA (DDR)
GSK	US $ 120 milhões em potenciais pagamentos marcantes	Programas de letalidade sintética

Receita de licenciamento de propriedade intelectual

A estratégia de licenciamento de propriedade intelectual da Ideaya inclui:

• Licenciamento exclusivo de candidatos a medicamentos para letalidade sintética
• Portfólio de patentes cobrindo vários alvos terapêuticos oncológicos
• Receita potencial de licenciamento estimada em US $ 50-75 milhões anualmente

Bolsas de pesquisa e financiamento do governo

Fontes de financiamento para 2024:

Fonte de financiamento	Quantia	Propósito
NIH Grants	US $ 4,2 milhões	Apoio à pesquisa de oncologia
Subsídios sbir/sttr	US $ 1,8 milhão	Pesquisa de inovação em pequenas empresas

Futuros royalties de drogas em potencial

Potencial de Royalty de drogas projetadas:

• IDE196: Potenciais royalties variam de 8 a 12% das vendas líquidas
• IDE161: Potencial de royalties estimados de US $ 30 a 50 milhões anualmente

Financiamento de ações e atividades de levantamento de capital

Detalhes de levantamento de capital para 2024:

Método de financiamento	Valor aumentado	Data
Oferta pública	US $ 85,5 milhões	Janeiro de 2024
Colocação privada	US $ 45,2 milhões	Março de 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.