IDYAIDEAYA Biosciences, Inc.
Pharmaceutical Preparations
- Revenue
- $219M
- 3024% YoY
- Operating margin
- -72.8%
- 98% YoY
- EBITDA
- −$157M
- 52% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired21% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $28M | $51M | $23M | $7M | $219M | 3024% |
| Operating income | −$50M | −$63M | −$134M | −$327M | −$159M | 51% |
| Net income | −$50M | −$59M | −$113M | −$274M | −$114M | 59% |
| Operating cash flow | −$56M | −$87M | −$115M | −$248M | −$71M | 71% |
| Capex | $3M | $3M | $2M | $4M | $2M | 39% |
| Stock-based comp | $8M | $12M | $18M | $35M | $46M | 33% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $985K · 2
- Net
- −$985K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $10M | $16M | 247 | 125 |
| FY2024 | $17M | $6M | 184 | 93 |
| FY2023 | $6M | $16M | 254 | 94 |
| FY2022 | $3M | $2M | 130 | 90 |
| FY2021 | $4M | $7M | 169 | 100 |