IDYA — Stock Film
STOCK FILMSCENE 1/11IDYA · $37.80
Stock Expert AI presents
IDYA
IDEAYA Biosciences, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
IDEAYA Biosciences, Inc. What it actually does.

Discovers and develops targeted cancer therapies. Focuses on synthetic lethality to selectively kill cancer cells. Now — the numbers.

on the stock market since 2019
145 employees
$3.6B market value
Revenue last year:
$218.7M
The loss that same year:
$113.7M
For every $1 it earns, the company spends $1.5.

The company is still in the product-building phase: its spending runs far above its sales. That only changes once the product starts selling at scale.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 67% a year over the last 4 years. Red columns mark years that ended in a loss.

$27.9M
2021
2022
2023
2024
$218.7M
2025
In the vault right now:
$639.4M
DEBT: $27.9M
At this pace, that money lasts about 5.6 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
3 / 8
EXPECTATIONS MET OR BEATEN
3
Nov 2024
Aug 2026
3 TIMES IN THE LAST 8 QUARTERS
It misses the bar more often than not.
What executives did with their own stock over the last 12 months:
17 buy2 sell

Executives buying with their own money is usually read as confidence in the company’s future.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 20% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 4 years, sales grew about 67% a year on average.

2
THE BRIGHT SIDE · 2/3
The product is selling

Sales run at $218.7M a year. A small number, but proof the product has real buyers.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $639.4M in the vault; even if every debt were paid off, $611.5M would remain.

1
THE RISKS · 1/3
Small sales, big loss

A loss of $113.7M against $218.7M in annual sales.

2
THE RISKS · 2/3
The business trails its class

Measured against its sector, the quality of the business sits below the class average. Report-card grade: 23/100.

3
THE RISKS · 3/3
Each sale is made at a loss

Right now the product sells for less than it costs to make; every sale deepens the loss.

FINALE · THE GRADE
F
28 / 100 · MoonshotScore

On our five-subject report card, IDYA sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: IDYA is a high-risk stock — not yet profitable, and its future rides on its product catching on.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (51/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →

Not covered, because the filings we hold do not carry it: the revenue breakdown.

This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film