Ideaya Biosciences

To discover targeted therapeutics for biomarker-defined patients by becoming the leader in synthetic lethality cancer treatment.

Ideaya Biosciences SWOT Analysis

Updated: October 4, 2025 • 2025-Q4 Analysis

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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 Biosciences SWOT analysis reveals a company at a critical inflection point. Its primary strength lies in the promising clinical data for its lead asset, Darovasertib, bolstered by strategic partnerships that provide both capital and validation. However, this strength is mirrored by a significant weakness: an acute dependence on this single program's success. The company faces a clear opportunity to expand its pipeline's potential through new indications and combinations, but this path is fraught with threats from intense competition and the inherent risks of late-stage clinical development. The core challenge for leadership is to maintain flawless clinical and regulatory execution on its lead asset while simultaneously building the commercial capabilities necessary for a successful launch and advancing its earlier-stage pipeline to ensure long-term, sustainable growth. The strategy must be a dual-focus of near-term execution and long-term innovation.

Amgen Mirati Therapeutics Revolution Medicines Tango Therapeutics Repare Therapeutics

No past cycles

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

To discover targeted therapeutics for biomarker-defined patients by becoming the leader in synthetic lethality cancer treatment.

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Strengths

DATA: Darovasertib shows potential best-in-class data in MUM patients.
PARTNERSHIPS: GSK and Amgen deals provide validation and non-dilutive cash.
PIPELINE: Broad, internally discovered synthetic lethality pipeline.
FINANCES: Strong cash position funds operations through key catalysts.
LEADERSHIP: Experienced management team with deep oncology expertise.

Weaknesses

DEPENDENCE: Near-term valuation is highly dependent on Darovasertib success.
COMMERCIAL: No existing commercial infrastructure or market access teams.
SCALE: Limited resources compared to large pharma competitors in the space.
MANUFACTURING: Reliance on third-party CMOs for clinical and future supply.
AWARENESS: Low brand awareness among oncologists outside of clinical trials.

Opportunities

EXPANSION: Move Darovasertib into earlier lines and other GNAQ/11 tumors.
APPROVALS: Potential for accelerated approval pathways based on strong data.
BIOMARKERS: Broader adoption of NGS can identify more eligible patients.
M&A: Prime acquisition target for big pharma seeking oncology assets.
COMBINATIONS: Explore novel combos for IDE397 and IDE161 to expand use.

Threats

CLINICAL: Risk of failure or negative data in pivotal, late-stage trials.
COMPETITION: Intense and accelerating competition in MAT2A and PARG spaces.
REGULATORY: Potential for FDA/EMA delays or requests for additional data.
REIMBURSEMENT: Payer pushback on pricing could limit future market access.
MACROECONOMIC: Biotech capital market volatility could constrain future funding.

Key Priorities

EXECUTION: Flawlessly execute pivotal trials for Darovasertib to secure approval.
DIFFERENTIATION: Accelerate IDE397 to prove differentiation vs competitors.
CAPABILITIES: Initiate build-out of targeted pre-commercial capabilities.
INNOVATION: Expand discovery platform to generate next-gen SL candidates.

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Ideaya Biosciences OKR

Updated: October 4, 2025 • 2025-Q4 Analysis

The Ideaya Biosciences OKR plan is a sharp, well-structured blueprint for a company at a pivotal moment. It rightly prioritizes flawless execution of the lead asset ('PIVOTAL PUSH') while simultaneously de-risking the future through pipeline differentiation ('DIFFERENTIATE'). The 'BUILD FOR LAUNCH' objective demonstrates crucial foresight, addressing the key weakness of lacking commercial infrastructure before it becomes a crisis. Finally, 'FUEL INNOVATION' ensures the R&D engine that created this opportunity doesn't stall. This plan effectively balances near-term, value-inflecting catalysts with the strategic, long-term investments required to achieve the company's ambitious vision. Its success will depend entirely on disciplined execution and the team's ability to meet these aggressive, yet well-defined, targets.

Amgen Mirati Therapeutics Revolution Medicines Tango Therapeutics Repare Therapeutics

No past cycles

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

To discover targeted therapeutics for biomarker-defined patients by becoming the leader in synthetic lethality cancer treatment.

PIVOTAL PUSH

Drive our lead asset to the finish line for patients.

ENROLLMENT: Complete full patient enrollment in the Darovasertib MUM pivotal trial by the end of Q4 2025.
SUBMISSION: Achieve a 95% first-pass quality score on all modules for the rolling BLA submission to the FDA.
MANUFACTURING: Secure commercial launch supply agreements with CMOs sufficient for the first 12 months of demand.
PUBLICATION: Submit the pivotal trial primary manuscript to a top-tier journal (NEJM, Lancet) within 60 days of data lock.

DIFFERENTIATE

Establish our pipeline as the clear leader of the pack.

DATA: Initiate two new combination studies for IDE397 based on pre-clinical rationale to expand its potential.
BIOMARKER: Validate a novel patient selection biomarker for our PARG program to enrich for responders.
COMPETITION: Complete head-to-head pre-clinical studies demonstrating superiority of our assets on key metrics.
PARTNER: Achieve the next major clinical milestone in the GSK collaboration to unlock a >$50M payment.

BUILD FOR LAUNCH

Create the foundation for a successful market entry.

LEADERSHIP: Hire the VP of Sales and VP of Market Access with top-tier oncology launch experience by Q3 2025.
PAYER: Complete initial pricing and reimbursement landscape analysis with feedback from 20 key payer KOLs.
MEDICAL: Build out the Medical Science Liaison (MSL) team to cover the top 50 academic cancer centers.
DIAGNOSTIC: Finalize a commercial companion diagnostic (CDx) partnership to ensure test availability at launch.

FUEL INNOVATION

Discover the next wave of transformative medicines.

CANDIDATE: Nominate one new development candidate from our discovery platform with a novel SL target.
AI PILOT: Launch an AI/ML pilot project that identifies three novel biomarkers from our existing clinical data.
IP: File 10+ new patents covering novel chemical matter and methods of use to protect future pipeline.
TALENT: Hire two senior computational biologists to build our internal data science and AI capabilities.

METRICS

Pivotal Trial Enrollment Rate
Cash Runway (Quarters)
Pipeline Advancement (Milestones/Quarter)

VALUES

Patient-First Focus
Scientific Rigor
Innovative Discovery
Collaborative Excellence
Data-Driven Decisions

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Ideaya Biosciences Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Ideaya Biosciences Q2 & Q3 2024 Earnings Reports & Webcasts
Ideaya Biosciences Investor Relations Website (Presentations, SEC Filings)
Analysis of competitors' (Amgen, Mirati) clinical data releases
Biotech industry reports on synthetic lethality and precision oncology
Publicly available information on executive team members (LinkedIn, etc.)

Amgen Mirati Therapeutics Revolution Medicines Tango Therapeutics Repare Therapeutics

No past cycles

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

To discover targeted therapeutics for biomarker-defined patients by becoming the leader in synthetic lethality cancer treatment.

Toggle Theme

What Went Well

CLINICAL: Positive data updates for Darovasertib and IDE397 programs.
ENROLLMENT: Maintained strong momentum in pivotal trial patient enrollment.
FINANCES: Ended quarter with a robust cash position, extending runway.
PARTNERSHIP: Progressed GSK collaboration, triggering milestone payments.
PIPELINE: Advanced preclinical programs toward IND-enabling studies.

Not So Well

SENTIMENT: Market sentiment remains sensitive to competitive data releases.
VALUATION: Stock volatility despite positive internal execution.
EXPENSES: R&D and G&A expenses continue to increase as trials expand.
GUIDANCE: Limited new forward-looking guidance beyond existing timelines.
COMPETITION: Competitors in MAT2A space also reported progress.

Learnings

EXECUTION: Flawless clinical execution is the primary value driver.
COMMUNICATION: Clear messaging on differentiation is critical for investors.
FOCUS: Maintaining focus on lead assets is key to managing burn rate.
DATA: Interim data readouts are crucial for maintaining market confidence.
CASH: A strong balance sheet provides critical strategic flexibility.

Action Items

COMMUNICATIONS: Refine investor messaging on competitive differentiation.
CLINICAL: Accelerate enrollment in Darovasertib pivotal trial where possible.
FINANCE: Continue disciplined capital allocation to prioritize key programs.
BD: Evaluate opportunities for non-dilutive financing or partnerships.
R&D: Finalize IND submission packages for next-wave pipeline candidates.

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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Ideaya Biosciences Market

AI-Powered Insights

Claude

Gemini

GPT

Ideaya Biosciences Q2 & Q3 2024 Earnings Reports & Webcasts
Ideaya Biosciences Investor Relations Website (Presentations, SEC Filings)
Analysis of competitors' (Amgen, Mirati) clinical data releases
Biotech industry reports on synthetic lethality and precision oncology
Publicly available information on executive team members (LinkedIn, etc.)

Founded: 2015
Market Share: 0% (Pre-commercial stage)
Customer Base: Oncologists, Cancer Research Centers
Category:
Biotechnology
SIC Code: 2834
NAICS Code: 541714 Research and Development in Biotechnology (except Nanobiotechnology)
Location: South San Francisco, CA
Zip Code: 94080 San Francisco Bay Area, California
Congressional District: CA-15 REDWOOD CITY
Employees: 180

Competitors

Amgen View Analysis

Mirati Therapeutics Request Analysis

Revolution Medicines View Analysis

Tango Therapeutics View Analysis

Repare Therapeutics Request Analysis

Products & Services

No products or services data available

Distribution Channels

Ideaya Biosciences Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Ideaya Biosciences Q2 & Q3 2024 Earnings Reports & Webcasts
Ideaya Biosciences Investor Relations Website (Presentations, SEC Filings)
Analysis of competitors' (Amgen, Mirati) clinical data releases
Biotech industry reports on synthetic lethality and precision oncology
Publicly available information on executive team members (LinkedIn, etc.)

Problem

Lack of effective therapies for MUM.
Cancers driven by MTAP-deletion.
Tumors with homologous recombination deficiency.

Solution

Darovasertib, a potent PKC inhibitor.
IDE397, a potential best-in-class MAT2A inhibitor.
IDE161, a first-in-class PARG inhibitor.

Key Metrics

Pivotal trial enrollment rates.
Overall Response Rate (ORR).
Progression-Free Survival (PFS).
Cash runway in quarters.

Unique

Focus on synthetic lethality targets.
Deep expertise in biomarker selection.
First-in-class or best-in-class potential.

Advantage

Strong IP portfolio on novel targets.
Lead clinical data in areas of high unmet need.
Strategic partnerships with major pharma.

Channels

Medical conferences (ASCO, AACR).
Scientific publications.
Future specialty sales force.

Customer Segments

Oncologists at major cancer centers.
Biomarker-defined patient populations.
Pharmaceutical company partners.

Costs

R&D is the largest cost center.
Clinical trial operations (CROs).
Personnel and G&A expenses.
Future commercialization (SG&A).

Ideaya Biosciences Product Market Fit Analysis

Updated: October 4, 2025

Ideaya Biosciences pioneers precision medicines for cancer patients defined by specific biomarkers. By targeting the unique genetic vulnerabilities of tumors through synthetic lethality, the company develops first-in-class therapies to extend survival and create new standards of care in areas of high unmet need, transforming outcomes for patients who previously had limited or no effective treatment options.

DELIVERING precision therapies for biomarker-selected patients.

EXTENDING survival in cancers with high unmet medical need.

PIONEERING the next wave of synthetic lethality medicines.

Before State

Limited options for biomarker-defined cancers
Poor prognosis with standard chemotherapy
High toxicity from non-targeted treatments

After State

A targeted therapy matched to their tumor DNA
Durable clinical response and tumor shrinkage
Improved progression-free survival rates

Negative Impacts

Rapid disease progression, low survival rates
Severe side effects impacting quality of life
Frustration from lack of effective therapies

Positive Outcomes

Extended patient survival and quality of life
Reduced healthcare costs from ineffective care
New standard of care for a defined population

Key Metrics

Customer Retention Rates - N/A (Pre-commercial)

Net Promoter Score (NPS) - N/A (Pre-commercial)

User Growth Rate - N/A (Clinical Trial Enrollment)

Customer Feedback/Reviews - N/A (Clinical data is proxy)

Repeat Purchase Rates) - N/A (Pre-commercial)

Requirements

FDA/EMA approval of the new targeted therapy
Companion diagnostic test availability
Physician education on biomarker testing

Why Ideaya Biosciences

Flawless execution of pivotal clinical trials
Building a targeted commercial launch plan
Securing broad payer and reimbursement access

Ideaya Biosciences Competitive Advantage

First-in-class mechanism for some targets
Potentially best-in-class clinical profile
Deep scientific expertise in synthetic lethality

Proof Points

Positive Phase 2 data in high unmet needs
FDA Fast Track and Orphan Drug designations
Publications in top-tier scientific journals

Ideaya Biosciences Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Ideaya Biosciences Q2 & Q3 2024 Earnings Reports & Webcasts
Ideaya Biosciences Investor Relations Website (Presentations, SEC Filings)
Analysis of competitors' (Amgen, Mirati) clinical data releases
Biotech industry reports on synthetic lethality and precision oncology
Publicly available information on executive team members (LinkedIn, etc.)

Strategic pillars derived from our vision-focused SWOT analysis

Dominate the synthetic lethality therapeutic class.

Master biomarker-driven patient selection for assets.

Translate pipeline into approvals with clinical excellence.

Maximize value via strategic pharma collaborations.

What You Do

Develop precision cancer drugs based on synthetic lethality.

Target Market

Cancer patients with specific genetic biomarkers.

Differentiation

First-in-class targets (PARG, MAT2A).
Deep biomarker and patient selection expertise.

Revenue Streams

Future product sales
Partnership milestone payments

Ideaya Biosciences Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Ideaya Biosciences Q2 & Q3 2024 Earnings Reports & Webcasts
Ideaya Biosciences Investor Relations Website (Presentations, SEC Filings)
Analysis of competitors' (Amgen, Mirati) clinical data releases
Biotech industry reports on synthetic lethality and precision oncology
Publicly available information on executive team members (LinkedIn, etc.)

Company Operations

Organizational Structure: Functional, R&D and Clinical focus.
Supply Chain: Outsourced to Contract Manufacturing Orgs (CMOs).
Tech Patents: Extensive IP on novel targets and molecules.
Website: https://www.ideayabio.com/

Top Clients

Board Members

Ideaya Biosciences Competitive Forces

Threat of New Entry

MODERATE: High scientific and capital barriers exist, but successful data attracts new, well-funded startups and big pharma entry.

Supplier Power

MODERATE: Specialized Contract Research (CRO) and Manufacturing (CMO) orgs have expertise, but alternatives exist for this scale.

Buyer Power

HIGH: Payers (insurers, governments) exert significant pressure on pricing and reimbursement for high-cost oncology drugs.

Threat of Substitution

HIGH: Alternative treatments exist (chemo, immunotherapy) and new modalities are always in development, threatening future market share.

Competitive Rivalry

HIGH: Intense rivalry from big pharma (Amgen) and focused biotechs (Mirati, Tango) in targeted oncology and synthetic lethality.

Analysis of AI Strategy

Updated: October 4, 2025 • 2025-Q4 Analysis

The Ideaya Biosciences AI SWOT analysis highlights a significant opportunity gap. While the company possesses a valuable core asset in its proprietary genomic and clinical data, it currently lacks the dedicated talent, infrastructure, and formal strategy to fully exploit it with artificial intelligence. The immediate opportunity is to leverage AI for biomarker discovery and trial optimization, which directly aligns with their core precision oncology mission. However, a major threat looms from well-funded competitors who are already weaponizing large-scale AI platforms for drug discovery. To compete, Ideaya must move decisively. The strategic priorities are clear: secure foundational AI talent, forge smart partnerships with specialized AI firms to leapfrog internal development, and build a scalable data platform. This isn't about becoming an 'AI company'; it's about embedding AI as a critical accelerator for their scientific mission.

Amgen Mirati Therapeutics Revolution Medicines Tango Therapeutics Repare Therapeutics

No past cycles

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

To discover targeted therapeutics for biomarker-defined patients by becoming the leader in synthetic lethality cancer treatment.

Strengths

DATA: Proprietary clinical and genomic data from trials is a key asset.
FOCUS: Biomarker-driven approach is highly compatible with AI analysis.
CULTURE: Scientifically-driven culture is open to adopting new tech.
PARTNERS: Tech-forward partners like GSK may provide AI/ML collaboration.
AGILITY: Small size allows for faster adoption of AI tools than big pharma.

Weaknesses

TALENT: Lack of a dedicated internal AI/ML and data science team.
INFRASTRUCTURE: No scaled, in-house computational biology infrastructure.
DATASETS: Limited volume of patient data compared to large pharma companies.
BUDGET: Constrained budget for major AI platform investments or acquisitions.
STRATEGY: Absence of a formal, integrated AI strategy across R&D.

Opportunities

DISCOVERY: Use generative AI to identify novel synthetic lethal targets.
BIOMARKERS: Apply machine learning to discover complex, multi-omic biomarkers.
TRIALS: Leverage AI to optimize clinical trial design and patient selection.
AUTOMATION: Use AI to automate analysis of pre-clinical experimental data.
INSIGHTS: Mine real-world evidence (RWE) to identify new indications.

Threats

COMPETITION: Big pharma using massive AI platforms to outpace discovery.
COSTS: The high cost of specialized AI talent and computing resources.
QUALITY: Risk of 'garbage-in, garbage-out' from poorly structured data.
OBSOLESCENCE: Rapid evolution of AI tech making today's tools outdated.
IP: Challenges in securing intellectual property for AI-driven discoveries.

Key Priorities

BIOMARKERS: Pilot AI/ML models to identify novel patient selection biomarkers.
PARTNERSHIPS: Forge strategic partnerships with AI-native drug discovery firms.
TALENT: Hire foundational AI/ML talent in computational biology.
PLATFORM: Develop a roadmap for a scalable, cloud-based data science platform.

Create professional SWOT analyses in minutes with our AI template. Get insights that drive real results.

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Ideaya Biosciences Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Ideaya Biosciences Q2 & Q3 2024 Earnings Reports & Webcasts
Ideaya Biosciences Investor Relations Website (Presentations, SEC Filings)
Analysis of competitors' (Amgen, Mirati) clinical data releases
Biotech industry reports on synthetic lethality and precision oncology
Publicly available information on executive team members (LinkedIn, etc.)

Profit: -$175.4M (Net Loss TTM)

Market Cap: $3.1B

Stock Performance

Annual Report: Available on investor relations website.

Debt: $0 (No long-term debt reported)

ROI Impact: Clinical trial outcomes dictate valuation.

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Emerging Contender

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Ideaya's strong science and focused vision create significant potential, reflected in its high ambition. However, its Iconic Index is tempered by the high-stakes nature of biotech; its SWOT is balanced between major opportunities and severe threats, resulting in a modest SWOT factor score. Success hinges on near-perfect clinical execution to convert its scientific promise into commercial reality, a risk captured in the achievability and survival probability metrics. The company is a strong contender, but not yet an established leader.

SWOT Factors

Upside: 83.3 Risk: 81.7

OKR Impact

AI Leverage

Top 3 Strategic Levers

Ensure flawless execution of the Darovasertib pivotal trial.

Accelerate IDE397 development via the GSK partnership.

Build a lean, highly effective commercial launch team.

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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