Ideaya Biosciences

To discover precision medicines by becoming the leading precision oncology company delivering breakthrough therapies

Ideaya Biosciences SWOT Analysis

Updated: September 30, 2025 • 2025-Q4 Analysis

How to Use This Analysis

This analysis for Ideaya Biosciences was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Ideaya SWOT analysis reveals a company at a critical inflection point with validated science but execution challenges ahead. Their synthetic lethality platform has proven commercial value through the GSK partnership, yet the competitive landscape is intensifying as large pharma recognizes this space. The clinical pipeline shows promise with four advancing programs, but cash runway pressures and manufacturing limitations require immediate strategic attention. Success hinges on accelerating clinical milestones while securing additional partnerships or funding. The AI opportunity could provide differentiation, but only if executed before competitors close the gap in synthetic lethality expertise.

Mirati Therapeutics Relay Therapeutics KSQ Therapeutics Repare Therapeutics Artios Pharma

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To discover precision medicines by becoming the leading precision oncology company delivering breakthrough therapies

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Strengths

PARTNERSHIPS: GSK $100M+ collaboration validates platform technology
PIPELINE: Four clinical programs advancing through Phase 1/2 trials
PLATFORM: Synthetic lethality expertise creates competitive moats
BIOMARKERS: Strong companion diagnostic development capabilities
LEADERSHIP: Experienced oncology development team with proven track record

Weaknesses

CASH: $134M runway requires additional funding by 2025-2026
COMPETITION: Large pharma entering synthetic lethality space rapidly
CLINICAL: Small patient populations limit commercial potential per program
MANUFACTURING: No internal production capabilities for commercialization
DIVERSITY: Pipeline concentrated in DNA damage repair mechanisms

Opportunities

AI: Machine learning accelerating target identification and validation
PARTNERSHIPS: Additional pharma collaborations for pipeline expansion
BIOMARKERS: Expanding genetic testing adoption increases addressable market
REGULATION: FDA precision medicine pathways accelerate approvals
GENOMICS: Liquid biopsy advances enable broader patient identification

Threats

CONSOLIDATION: Mirati acquisition shows competitive M&A pressure
RESISTANCE: Cancer cells developing resistance to targeted therapies
FUNDING: Biotech investment downturn limits capital availability
REGULATION: Stricter companion diagnostic requirements increase costs
COMPETITION: Platform companies like Relay gaining synthetic lethality ground

Key Priorities

CAPITAL: Secure strategic partnerships or funding for 2025-2026 runway
DIFFERENTIATION: Accelerate platform advantages before big pharma competition
CLINICAL: Advance IDE196 and IDE397 to proof-of-concept milestones
PORTFOLIO: Diversify beyond DNA damage repair mechanisms

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Ideaya Biosciences OKR

Updated: September 30, 2025 • 2025-Q4 Analysis

Ideaya's OKR plan strategically addresses critical execution gaps while building on platform strengths. The capital security objective tackles the most pressing near-term risk, while pipeline advancement maintains competitive momentum. The platform building objective leverages AI opportunities for differentiation, and operations scaling prepares for future commercial success. This balanced approach positions Ideaya to navigate the competitive landscape while delivering on their precision oncology vision through systematic execution of measurable outcomes.

Mirati Therapeutics Relay Therapeutics KSQ Therapeutics Repare Therapeutics Artios Pharma

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To discover precision medicines by becoming the leading precision oncology company delivering breakthrough therapies

SECURE CAPITAL

Ensure funding runway extends beyond critical milestones

PARTNERSHIPS: Execute $150M+ strategic collaboration agreement with pharmaceutical partner by Q2 2025
FUNDING: Complete $100M+ equity financing round with 18-month runway extension by Q3 2025
MILESTONES: Achieve three partnership milestone payments totaling $45M+ through clinical advancement

ADVANCE PIPELINE

Accelerate clinical programs to proof-of-concept

IDE196: Complete Phase 1 dose escalation and initiate expansion cohorts in Q1 2025
IDE397: Advance to Phase 1b combination study with 80+ patient enrollment by Q4 2025
BIOMARKERS: Submit three companion diagnostic regulatory filings for patient selection by Q3 2025

BUILD PLATFORM

Strengthen competitive differentiation and capabilities

AI-DISCOVERY: Implement machine learning target identification reducing timelines by 40% by Q2 2025
PORTFOLIO: Advance two new synthetic lethality targets to IND-enabling studies by Q4 2025
IP-PROTECTION: File 12+ patent applications covering novel target mechanisms and combinations

SCALE OPERATIONS

Prepare for commercial and manufacturing readiness

MANUFACTURING: Establish commercial production partnerships for lead programs by Q2 2025
TALENT: Hire 25+ clinical development and regulatory professionals to support pipeline growth
SYSTEMS: Implement integrated clinical data management platform improving efficiency by 35%

METRICS

Pipeline advancement milestones
Cash runway months remaining
Partnership milestone revenue

VALUES

Scientific Excellence
Patient Focus
Innovation
Integrity
Collaboration

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Ideaya Biosciences Retrospective

AI-Powered Insights

Claude

Gemini

GPT

SEC filings including 10-K and 10-Q reports for financial performance
Company investor presentations and pipeline updates for clinical data
Industry reports on synthetic lethality and precision oncology markets
Partnership announcements and press releases for strategic developments
Clinical trial databases and regulatory filings for program advancement
Competitive intelligence on synthetic lethality companies and big pharma
Executive team backgrounds and board composition analysis
Patent filings and intellectual property portfolio assessment

Mirati Therapeutics Relay Therapeutics KSQ Therapeutics Repare Therapeutics Artios Pharma

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To discover precision medicines by becoming the leading precision oncology company delivering breakthrough therapies

Toggle Theme

What Went Well

PARTNERSHIPS: GSK collaboration milestone payments exceeded expectations
CLINICAL: IDE196 Phase 1 showed promising preliminary efficacy signals
PIPELINE: Advanced four programs through IND-enabling studies successfully
PLATFORM: Identified multiple new synthetic lethality targets
LEADERSHIP: Strengthened clinical development team with key hires

Not So Well

ENROLLMENT: Clinical trial recruitment slower than projected timelines
COMPETITION: Increased competitive pressure from large pharma entrants
COSTS: Higher than expected clinical development expenses
BIOMARKERS: Companion diagnostic development faced regulatory delays
MANUFACTURING: Limited progress on commercialization readiness planning

Learnings

PARTNERSHIPS: Strategic alliances critical for platform validation
BIOMARKERS: Patient selection complexity requires earlier planning
COMPETITION: First-mover advantage eroding in synthetic lethality
CAPITAL: Funding requirements higher than initially projected

Action Items

ENROLLMENT: Implement patient identification technology improvements
MANUFACTURING: Establish commercial production partnerships by Q2 2025
BIOMARKERS: Accelerate companion diagnostic regulatory submissions
COMPETITION: Strengthen intellectual property protection strategies

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

Sub organizations:

Strategic pillars derived from our vision-focused SWOT analysis

SYNTHETIC

Build precision cancer therapeutics through targeted synthetic lethality

PLATFORM

Create proprietary discovery engine for novel oncology targets

PARTNERSHIPS

Leverage strategic pharma alliances for accelerated development

Ideaya Biosciences Market

AI-Powered Insights

Claude

Gemini

GPT

SEC filings including 10-K and 10-Q reports for financial performance
Company investor presentations and pipeline updates for clinical data
Industry reports on synthetic lethality and precision oncology markets
Partnership announcements and press releases for strategic developments
Clinical trial databases and regulatory filings for program advancement
Competitive intelligence on synthetic lethality companies and big pharma
Executive team backgrounds and board composition analysis
Patent filings and intellectual property portfolio assessment

Founded: 2015
Market Share: 2% precision oncology synthetic lethality
Customer Base: Cancer patients through clinical trials
Category:
Biotechnology
SIC Code: 2834
NAICS Code: 325414 Biological Product (except Diagnostic) Manufacturing
Location: South San Francisco, CA
Zip Code: 94080 San Francisco Bay Area, California
Congressional District: CA-15 REDWOOD CITY
Employees: 150

Competitors

Mirati Therapeutics Request Analysis

Relay Therapeutics Request Analysis

KSQ Therapeutics Request Analysis

Repare Therapeutics Request Analysis

Artios Pharma Request Analysis

Products & Services

No products or services data available

Distribution Channels

Ideaya Biosciences Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

SEC filings including 10-K and 10-Q reports for financial performance
Company investor presentations and pipeline updates for clinical data
Industry reports on synthetic lethality and precision oncology markets
Partnership announcements and press releases for strategic developments
Clinical trial databases and regulatory filings for program advancement
Competitive intelligence on synthetic lethality companies and big pharma
Executive team backgrounds and board composition analysis
Patent filings and intellectual property portfolio assessment

Problem

Limited targeted cancer therapy options
High toxicity of standard chemotherapy
Poor outcomes for genetic cancer subtypes

Solution

Synthetic lethality targeted therapies
Biomarker-driven patient selection
Precision medicine platform approach

Key Metrics

Clinical response rates and duration
Partnership milestone achievements
Pipeline advancement through phases

Unique

Proprietary synthetic lethality platform
Deep biomarker identification expertise
Strategic pharma partnership validation

Advantage

First-mover PARP7 inhibitor development
Validated platform with multiple targets
Strong intellectual property portfolio

Channels

Academic medical center partnerships
Clinical trial site networks
Pharma partner commercial infrastructure

Customer Segments

Biomarker-positive cancer patients
Oncologists treating genetic cancers
Strategic pharmaceutical partners

Costs

Clinical trial execution expenses
Platform research and development
Regulatory and manufacturing preparation

Ideaya Biosciences Product Market Fit Analysis

Updated: September 30, 2025

Ideaya transforms cancer treatment by discovering precision medicines that exploit genetic vulnerabilities in tumors. Their proprietary synthetic lethality platform identifies novel targets and develops therapies that selectively kill cancer cells while sparing healthy tissue, delivering better outcomes with fewer side effects for patients with specific biomarkers.

Precision targeting reduces side effects by 40%

Biomarker approach doubles response rates

Platform generates multiple program pipeline

Before State

Limited targeted options for genetic cancers
High toxicity broad chemotherapy treatments
Poor outcomes for biomarker populations

After State

Targeted therapy for genetic vulnerabilities
Improved efficacy with reduced toxicity
Extended survival for biomarker patients

Negative Impacts

Severe treatment side effects
Short progression-free survival
Limited quality of life improvements

Positive Outcomes

Doubled progression-free survival rates
Reduced treatment-related adverse events
Improved patient quality of life scores

Key Metrics

Clinical trial enrollment rates 95%+

Biomarker identification success 80%+

Requirements

Biomarker-driven patient selection
Companion diagnostic development
Regulatory approval pathway execution

Why Ideaya Biosciences

Platform-driven target identification
Biomarker-guided clinical development
Strategic partnership acceleration

Ideaya Biosciences Competitive Advantage

Proprietary synthetic lethality expertise
Validated platform technology approach
Strong biomarker identification capability

Proof Points

GSK $100M+ partnership validation
Multiple IND filings achieved
Published clinical efficacy data

Ideaya Biosciences Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

SEC filings including 10-K and 10-Q reports for financial performance
Company investor presentations and pipeline updates for clinical data
Industry reports on synthetic lethality and precision oncology markets
Partnership announcements and press releases for strategic developments
Clinical trial databases and regulatory filings for program advancement
Competitive intelligence on synthetic lethality companies and big pharma
Executive team backgrounds and board composition analysis
Patent filings and intellectual property portfolio assessment

What You Do

Discover and develop precision cancer medicines targeting synthetic lethality pathways

Target Market

Cancer patients with specific genetic vulnerabilities and biomarker-defined populations

Differentiation

Proprietary synthetic lethality platform
Deep genetic biomarker expertise
Strategic pharma partnerships

Revenue Streams

Collaboration agreements
Milestone payments
Future product sales

Ideaya Biosciences Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

SEC filings including 10-K and 10-Q reports for financial performance
Company investor presentations and pipeline updates for clinical data
Industry reports on synthetic lethality and precision oncology markets
Partnership announcements and press releases for strategic developments
Clinical trial databases and regulatory filings for program advancement
Competitive intelligence on synthetic lethality companies and big pharma
Executive team backgrounds and board composition analysis
Patent filings and intellectual property portfolio assessment

Company Operations

Organizational Structure: Public company with R&D focus
Supply Chain: Contract research organizations and manufacturers
Tech Patents: 45+ patents in synthetic lethality
Website: https://www.ideayabio.com

Top Clients

Board Members

Ideaya Biosciences Competitive Forces

Threat of New Entry

HIGH: Low barriers for well-funded competitors entering with AI platforms and synthetic lethality expertise

Supplier Power

MEDIUM: Dependent on limited CROs for clinical trials but multiple manufacturing options available for small molecules

Buyer Power

HIGH: Large pharma partners and payers have significant negotiating power over pricing and development terms

Threat of Substitution

MEDIUM: Immunotherapy and CAR-T alternatives exist but synthetic lethality offers unique precision approach

Competitive Rivalry

HIGH: Intense competition from Mirati, Relay, and big pharma entering synthetic lethality with superior resources and capital

Analysis of AI Strategy

Updated: September 30, 2025 • 2025-Q4 Analysis

Ideaya's AI strategy represents both significant opportunity and existential risk. Their rich synthetic lethality datasets provide excellent AI training material, but competitors like Relay are already leveraging computational advantages. The GSK partnership offers access to world-class AI capabilities, yet dependency risks remain. Success requires building selective internal AI competencies while maximizing partner resources, focusing on areas where synthetic lethality expertise creates unique advantages.

Mirati Therapeutics Relay Therapeutics KSQ Therapeutics Repare Therapeutics Artios Pharma

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To discover precision medicines by becoming the leading precision oncology company delivering breakthrough therapies

Strengths

DATA: Rich genetic and clinical datasets from platform research
PARTNERSHIPS: Access to GSK and Biogen computational resources
TARGETS: AI can accelerate synthetic lethality target identification
BIOMARKERS: Machine learning improves patient selection algorithms

Weaknesses

INFRASTRUCTURE: Limited internal AI/ML computational capabilities
TALENT: Small data science team compared to tech-enabled competitors
INTEGRATION: Legacy research processes not optimized for AI workflows
INVESTMENT: Significant capital required for AI platform development

Opportunities

DISCOVERY: AI-driven target identification reduces development timelines
PERSONALIZATION: Machine learning enables precision patient matching
EFFICIENCY: Automated analysis reduces research costs by 30-40%
PARTNERSHIPS: AI capabilities attract additional pharma collaborations

Threats

COMPETITORS: Relay Therapeutics and others gaining AI-driven advantages
DISRUPTION: Pure AI companies entering drug discovery space
DEPENDENCY: Over-reliance on partner AI capabilities limits control
TALENT: Competition for AI talent from tech and big pharma

Key Priorities

AI-PLATFORM: Integrate machine learning into synthetic lethality discovery
PARTNERSHIPS: Leverage collaborator AI resources for competitive advantage
TALENT: Build internal data science capabilities strategically
AUTOMATION: Implement AI-driven patient identification workflows

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Ideaya Biosciences Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

SEC filings including 10-K and 10-Q reports for financial performance
Company investor presentations and pipeline updates for clinical data
Industry reports on synthetic lethality and precision oncology markets
Partnership announcements and press releases for strategic developments
Clinical trial databases and regulatory filings for program advancement
Competitive intelligence on synthetic lethality companies and big pharma
Executive team backgrounds and board composition analysis
Patent filings and intellectual property portfolio assessment

Profit: -$68.4M net loss FY2023

Market Cap: $650M as of Q4 2024

Stock Performance

Annual Report: Available on SEC EDGAR database

Debt: $12.8M equipment financing

ROI Impact: Clinical milestone achievements drive valuation

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Emerging Innovator

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Ideaya demonstrates strong scientific ambition in precision oncology with validated platform technology through strategic partnerships. However, intense competition and capital constraints limit near-term achievability. The company's synthetic lethality expertise provides differentiation, but execution risks from funding needs and competitive pressure create uncertainty.

SWOT Factors

Upside: 78.5 Risk: 71.3

OKR Impact

AI Leverage

Top 3 Strategic Levers

Secure strategic partnerships for capital and validation

Advance clinical programs to proof-of-concept milestones

Build AI-enhanced platform capabilities for differentiation

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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