Ideaya Biosciences, Inc. (Idya): Analyse de Pestle [Jan-2025 MISE À JOUR]

Dans le paysage dynamique de l'oncologie de précision, Ideaya Biosciences, Inc. (Idya) est à l'avant-garde de la recherche révolutionnaire sur le cancer, naviguant dans un écosystème complexe de défis politiques, économiques, sociologiques, technologiques, juridiques et environnementaux. Cette analyse complète du pilon dévoile le réseau complexe de facteurs influençant la trajectoire stratégique de l'entreprise, offrant une exploration nuancée de la façon dont les forces externes façonnent l'avenir des thérapies contre le cancer innovantes. Des technologies génomiques de pointe aux paysages réglementaires et aux exigences sociétales, le parcours d'idée de l'idée représente une intersection critique de l'ambition scientifique et des influences environnementales à multiples facettes qui pourraient révolutionner les paradigmes de traitement du cancer.

Ideaya Biosciences, Inc. (Idya) - Analyse du pilon: facteurs politiques

Financement fédéral américain et accorde un soutien à la recherche en biotechnologie et à une oncologie de précision

En 2023, les National Institutes of Health (NIH) ont alloué 47,1 milliards de dollars pour la recherche médicale, avec approximativement 6,9 milliards de dollars spécifiquement dirigé vers le financement de la recherche sur le cancer.

Source de financement	2023 allocation
Budget total du NIH	47,1 milliards de dollars
Financement de la recherche sur le cancer	6,9 milliards de dollars
Recherche en oncologie de précision	1,2 milliard de dollars

Changements de politique potentiels dans les règlements de la santé et pharmaceutique

Le paysage réglementaire actuel indique des changements de politique potentiels affectant les sociétés de biotechnologie:

• Modifications du processus de désignation de thérapie de percée de la FDA
• Changements potentiels dans les réglementations sur la tarification des médicaments
• Exigences de transparence des essais cliniques améliorés

Priorités de recherche de l'Institut national de la santé (NIH)

Domaine de priorité de recherche	2024 Attribution du financement
Médecine de précision	2,4 milliards de dollars
Recherche en oncologie	1,7 milliard de dollars
Recherche génomique	1,3 milliard de dollars

Changements potentiels dans les politiques de financement de recherche et de traitement contre le cancer

Les indicateurs de politique clés pour 2024 comprennent:

• Accent accru sur les thérapies contre le cancer personnalisées
• Augmentation potentielle de 7,2% du financement fédéral de la recherche sur le cancer
• Support élargi pour les initiatives d'oncologie de précision

L'initiative de Moonshot de Cancer Moonshot de l'administration Biden continue de prioriser 1,8 milliard de dollars dans le financement ciblé de la recherche sur le cancer jusqu'en 2028.

Ideaya Biosciences, Inc. (Idya) - Analyse du pilon: facteurs économiques

Biotechnology volatile Investment and Venture Capital Markets

Depuis le quatrième trimestre 2023, Ideaya Biosciences a connu une dynamique financière importante dans le paysage d'investissement en biotechnologie:

Métrique d'investissement	Valeur	Année
Financement total du capital-risque	86,7 millions de dollars	2023
Financement de placement privé	75,2 millions de dollars	2023
Espèce et investissements	226,4 millions de dollars	Q3 2023

Fluctuation de la performance des actions du secteur des soins de santé

Les performances des actions Ideaya Biosciences (Idya) reflètent les tendances du marché plus larges:

Métrique de performance du stock	Valeur	Période
Gamme de cours des actions	$6.87 - $12.45	2023
Capitalisation boursière	394,6 millions de dollars	Décembre 2023
Moyenne de volume de trading	387 000 actions	Q4 2023

Défis de coût de la recherche et du développement

Les dépenses de R&D en oncologie de la précision d'IDEDEYA:

Catégorie de dépenses de R&D	Montant	Année
Total des dépenses de R&D	64,3 millions de dollars	2023
Coût des essais cliniques	42,1 millions de dollars	2023
Recherche préclinique	22,2 millions de dollars	2023

Les cycles économiques ont un impact sur le financement de la recherche en biotechnologie

Sources et allocations de financement pour Ideaya:

Source de financement	Montant	Année
Subventions gouvernementales	5,6 millions de dollars	2023
Partenariats stratégiques	18,9 millions de dollars	2023
Investissements institutionnels	52,3 millions de dollars	2023

Ideaya Biosciences, Inc. (Idya) - Analyse du pilon: facteurs sociaux

Conscience du public croissante et demande de traitements sur le cancer personnalisés

Selon le National Cancer Institute, le marché de la médecine personnalisée pour les traitements contre le cancer devrait atteindre 186,7 milliards de dollars d'ici 2027, avec un TCAC de 11,4%.

Année	Taille du marché du traitement du cancer personnalisé	Taux de croissance annuel
2024	127,5 milliards de dollars	10.2%
2027 (projeté)	186,7 milliards de dollars	11.4%

Accent croissant sur les tests génétiques et la médecine de précision

Le marché mondial des tests génétiques devrait atteindre 31,8 milliards de dollars d'ici 2027, l'oncologie représentant 35% de la part de marché totale.

Segment du marché des tests génétiques	Valeur marchande 2024	Valeur marchande projetée 2027
Test génétique en oncologie	11,2 milliards de dollars	16,5 milliards de dollars
Marché total des tests génétiques	22,6 milliards de dollars	31,8 milliards de dollars

Le vieillissement de la population stimulant la demande de traitements avancés en oncologie

D'ici 2024, les individus de plus de 65 ans représentent 16,9% de la population américaine, les taux d'incidence du cancer augmentant de 28,4% dans ce groupe démographique.

Groupe d'âge	Pourcentage de population	Taux d'incidence du cancer
65 ans et plus	16.9%	28.4%

Groupes de défense des patients influençant les priorités de recherche

Les principales organisations de défense du cancer ont investi 687 millions de dollars dans le financement de la recherche en 2024, avec la médecine de précision recevant 42% de l'allocation totale.

Domaine de mise au point de recherche	Allocation de financement	Pourcentage du total
Médecine de précision	288,5 millions de dollars	42%
Autres domaines de recherche	398,5 millions de dollars	58%

Ideaya Biosciences, Inc. (Idya) - Analyse du pilon: facteurs technologiques

Technologies avancées de séquençage génomique et de profilage moléculaire

Ideaya Biosciences a investi 12,4 millions de dollars dans les technologies de séquençage génomique au 423 du quatrième trimestre.

Plate-forme technologique	Investissement ($ m)	Capacité annuelle
Illumina Novaseq x	5.7	10 000 génomes
Suite Pacbio II	4.2	5 000 génomes
Prométhion d'Oxford Nanopore	2.5	3 000 génomes

Intelligence artificielle et apprentissage automatique dans la recherche sur le cancer

Ideaya a alloué 8,6 millions de dollars aux infrastructures de recherche sur l'apprentissage en IA et à l'apprentissage automatique en 2023. Les ressources de calcul comprennent 240 clusters GPU spécialement conçus pour les algorithmes de recherche sur le cancer.

Technologie d'IA	Puissance de calcul	Focus de recherche
Plateforme Deepgenomics	72 GPU NVIDIA A100	Modélisation prédictive en oncologie
Google Cloud AI	120 cœurs TPU	Optimisation de la découverte de médicaments
IBM Watson Oncology	48 grappes de processeur	Prédiction de réponse au traitement

CRISPR et technologies d'édition de gènes pour les thérapies ciblées

Ideaya a engagé 15,3 millions de dollars dans le développement de la technologie CRISPR, avec 7 programmes de recherche de montage de gènes actifs ciblant des mutations spécifiques du cancer.

Technologie CRISPR	Investissement ($ m)	Mutations cibles
Plateforme de thérapeutique CRISPR	6.2	Mutations BRCA1 / 2
Système de génomique du sommet	5.1	altérations du gène p53
Biosciences du caribou	4.0	Mutations de la voie Ras

Plateformes de biologie informatique et bioinformatique émergentes

Ideaya a investi 6,9 millions de dollars dans une infrastructure de bioinformatique avancée, soutenant 22 projets de recherche en biologie informatique en 2023.

Plate-forme de bioinformatique	Investissement ($ m)	Projets de recherche
Plateformes de l'Institut large	2.8	10 projets d'analyse génomique
Biologie informatique de Stanford	2.1	7 études de médecine de précision
Systèmes informatiques du MIT	2.0	5 initiatives d'apprentissage automatique

Ideaya Biosciences, Inc. (Idya) - Analyse du pilon: facteurs juridiques

Processus d'approbation réglementaire rigoureux de la FDA pour les thérapies contre le cancer

En 2024, Ideaya Biosciences est confrontée à des exigences réglementaires complexes de la FDA pour les thérapies contre le cancer. Le pipeline de développement de médicaments de l'entreprise nécessite une documentation complète des essais cliniques et des évaluations de sécurité rigoureuses.

Métrique réglementaire de la FDA	Données spécifiques
Temps de revue de la FDA moyen pour les médicaments en oncologie	10,4 mois
Probabilité d'approbation de la FDA pour les médicaments en oncologie	5.9%
Phases d'essai cliniques requises	3 phases
Durée typique des essais cliniques	6-7 ans

Protection de la propriété intellectuelle pour de nouvelles approches thérapeutiques

La stratégie de propriété intellectuelle d'idée implique une protection complète des brevets pour ses technologies d'oncologie de précision.

Paramètre de protection IP	Données spécifiques
Nombre de brevets actifs	12
Coût de la demande de brevet	15 000 $ à 25 000 $ par demande
Coût annuel de l'entretien des brevets	4 500 $ par brevet
Durée de protection des brevets	20 ans à compter de la date de dépôt

Conformité aux réglementations des essais cliniques et aux normes de sécurité des patients

Les principales exigences de conformité comprennent l'adhésion aux bonnes directives de pratique clinique (GCP) et les protocoles complets de consentement des patients.

• Formulaire FDA 1572 Exigences de soumission
• Approbations du Conseil d'examen institutionnel (IRB)
• Rapports d'événements indésirables complets
• Protection des données sur la confidentialité des patients

Paysage des brevets et litiges potentiels en oncologie de précision

Ideaya navigue dans un paysage de brevet complexe avec des risques potentiels en matière de litige dans la recherche en oncologie de précision.

Paramètre de litige	Données spécifiques
Coût moyen des litiges de brevet	1,5 million de dollars à 3 millions de dollars
Durée de poursuite typique de contrefaçon de brevet	2-3 ans
Taux de réussite en défense des brevets	62%
Budget annuel de litige IP	$500,000

Ideaya Biosciences, Inc. (Idya) - Analyse du pilon: facteurs environnementaux

Pratiques de laboratoire durables et protocoles de recherche

Ideaya Biosciences rapporte un 14,2% de réduction Dans la consommation totale d'énergie dans les installations de recherche en 2023. La société a mis en œuvre des programmes de certification de laboratoire Green avec un investissement de 1,3 million de dollars en améliorations durables des infrastructures.

Métrique de la durabilité	Performance de 2023	Investissement
Efficacité énergétique	14,2% de réduction	1,3 million de dollars
Conservation de l'eau	Réduction de 22,5%	$875,000
Minimisation des déchets	18,7% de diminution	$650,000

Réduire l'empreinte carbone dans la recherche en biotechnologie

Ideaya a rapporté un réduction des émissions de carbone sur 127,4 tonnes métriques CO2 équivalent en 2023, ce qui représente une diminution de 16,3% par rapport à la référence de l'année précédente.

Catégorie d'émissions de carbone	2023 Émissions (tonnes métriques CO2)	Pourcentage de réduction
Émissions de la portée 1	42.6	12.5%
Émissions de la portée 2	84.8	19.2%

Considérations éthiques dans la recherche génétique et le développement de la thérapie

Ideaya alloué 2,7 millions de dollars Vers les processus d'examen éthique et les mécanismes de conformité dans la recherche génétique en 2023.

Gestion des déchets et impact environnemental de la recherche pharmaceutique

La société a mis en œuvre des protocoles complets de gestion des déchets, réalisant 92,6% de recyclage des déchets dangereux en 2023 avec une dépense totale de gestion des déchets de 1,1 million de dollars.

Catégorie de gestion des déchets	Volume total (kg)	Taux de recyclage
Déchets de laboratoire dangereux	8,750	92.6%
Déchets biologiques	3,425	88.3%
Déchets chimiques	5,210	95.1%

IDEAYA Biosciences, Inc. (IDYA) - PESTLE Analysis: Social factors

Core focus on precision oncology addresses high-need, genetically-defined solid tumors like MTAP-deletion cancers

IDEAYA Biosciences' entire business model is built on precision oncology, which is a major societal trend toward more effective, less toxic cancer treatments. The core of this strategy is synthetic lethality (a therapeutic approach where two non-lethal gene defects are combined to kill a cell), targeting specific genetic vulnerabilities in tumors. This approach directly addresses the high unmet medical need in genetically-defined solid tumors, particularly those with the methylthioadenosine phosphorylase (MTAP) gene deletion.

This MTAP-deletion is a significant, high-prevalence biomarker, meaning it's found in a large number of cancer patients. The deletion is estimated to occur in approximately 15% of all solid tumors. For IDEAYA's lead program in this area, IDE397, the target patient population is substantial. Here's the quick math on the need in the U.S. alone:

Cancer Type	MTAP-Deletion Prevalence	Estimated U.S. Annual Incidence (MTAP-Deleted Patients)
Urothelial Cancer (UC)	~26%	Included in ~48,000 patients
Non-Small Cell Lung Cancer (NSCLC)	Up to 20%	Included in ~48,000 patients
Pancreatic Cancer	>20%	Approximately 14,000 patients

Addressing this patient group with a targeted therapy like IDE397 (a MAT2A inhibitor) immediately positions the company as a leader in a critical area of personalized medicine. That's a massive, underserved patient population.

The company's mission aligns with the societal push for more selective and personalized cancer therapies

The company's stated mission-to bring forth the next wave of precision oncology therapies that are more selective, more effective, and deeply personalized-is defintely in sync with the public and medical community's desire for better cancer care. This focus on biomarker-defined patient populations means they are not developing a drug for a broad, heterogeneous group, but rather a tailored solution for a specific genetic driver of disease.

This personalized approach is what drives patient advocacy and physician buy-in. It helps, rather than hinders, the regulatory process because the clinical trials focus on patients most likely to respond. This is the future of oncology, and IDEAYA is positioned right at the center of it.

• Integrates structural biology and bioinformatics.
• Develops tailored, potentially first-in-class targeted therapies.
• Goal is altering the course of disease and improving clinical outcomes.

Success in rare cancers, like metastatic uveal melanoma (mUM), builds strong key opinion leader (KOL) support

Success in a rare, aggressive cancer like metastatic uveal melanoma (mUM) generates outsized positive social and professional momentum. The darovasertib and crizotinib combination therapy has delivered results that are highly impactful in a disease with historically poor prognosis. This builds strong key opinion leader (KOL) support because it offers a meaningful, new option where few existed.

Clinical data from the Phase 2 OptimUM-01 trial, presented in late 2025, showed a median overall survival (OS) of 21.1 months in 44 first-line mUM patients. This is a huge win, considering the historical median OS reported in published meta-analyses for this rare cancer is approximately 12 months. That's nearly a year of extra life for a patient population with limited options. The confirmed overall response rate (ORR) was 34% with a disease control rate (DCR) of 90%.

Public perception is largely positive due to the therapeutic area (oncology) and precision medicine approach

Public perception is overwhelmingly positive because the company is working on cancer, a universally high-priority therapeutic area, and their method is targeted and innovative. The focus on synthetic lethality is viewed as cutting-edge science. The positive sentiment is reinforced by key regulatory milestones in 2025.

For example, the single-agent darovasertib program for neoadjuvant treatment of primary uveal melanoma received U.S. FDA Breakthrough Therapy Designation in 2025. This designation is a clear signal from the FDA that the therapy may offer a substantial improvement over existing options, which translates into immediate, positive perception among physicians, patients, and investors. Wall Street analysts also reflect this optimism, with price targets ranging from $27 to $74 per share in late 2025. This financial confidence underscores the belief in the societal value of their pipeline.

IDEAYA Biosciences, Inc. (IDYA) - PESTLE Analysis: Technological factors

IDEAYA Biosciences, Inc.'s technological strength is centered on its precision oncology platform, which is built on two highly advanced modalities: synthetic lethality and next-generation Antibody-Drug Conjugates (ADCs). This dual focus, coupled with a sophisticated computational discovery engine, allows them to pursue oncology targets that were defintely considered undruggable just a few years ago.

The company is not just developing new drugs; they are using technology to fundamentally redefine the drug discovery process, which is why their pipeline is moving so quickly. They are using their internal structural biology and bioinformatics capabilities to select patient populations most likely to benefit, translating directly into higher probability of clinical success.

Deep pipeline based on synthetic lethality and Antibody-Drug Conjugates (ADCs), including bispecifics

The core of IDEAYA's technology lies in its leadership in synthetic lethality (SL) and its strategic entry into the Antibody-Drug Conjugate (ADC) space, which includes advanced bispecific formats. Synthetic lethality is a concept where the simultaneous inhibition of two genes or proteins is lethal to a cancer cell, but the inhibition of either one alone is not. This allows for highly selective targeting of tumor-specific vulnerabilities.

Their pipeline features multiple potential first-in-class assets across these two platforms. The focus remains on molecularly defined solid tumor indications, meaning they use a patient's genetic profile to tailor the therapy. This is precision medicine in action.

Program / Technology	Mechanism / Target	Development Status (as of 4Q 2025)	Technological Significance
Darovasertib	PKC inhibitor (Synthetic Lethality)	Phase 2/3 (OptimUM-02) in mUM	Lead program validating the SL approach in a difficult-to-treat cancer.
IDE397	MAT2A inhibitor (Synthetic Lethality)	Phase 1/2 (Combo with Trodelvy®)	Targeting MTAP-deleted cancers, a prevalent genetic alteration in up to 15-20% of NSCLC.
IDE849	DLL3 TOP1i ADC	Phase 1 (SCLC)	A Topoisomerase 1 inhibitor (TOP1i) payload ADC, showing high Overall Response Rates (ORRs) in early SCLC data.
IDE034	B7H3/PTK7 Bispecific TOP1i ADC	IND Filing Complete (4Q 2025)	Potential first-in-class bispecific ADC, targeting two antigens simultaneously for enhanced tumor selectivity and efficacy.

Clinical data readouts for multiple programs are expected by year-end 2025/1Q 2026, creating near-term catalysts

For a biotech firm, clinical data readouts are the clearest near-term catalysts, and IDEAYA has a significant one on the horizon. The Phase 2/3 OptimUM-02 trial evaluating the darovasertib/crizotinib combination in first-line (1L) HLA-A2-negative metastatic uveal melanoma (mUM) is on track to report median Progression-Free Survival (PFS) data between year-end 2025 and 1Q 2026. This is a huge milestone.

A positive readout here has the potential to enable an accelerated approval filing in the United States. To put the impact in perspective, the single-arm Phase 2 trial (OptimUM-01) already demonstrated a median Overall Survival (OS) of 21.1 months and a median PFS of 7.0 months in 1L mUM patients, with a confirmed Overall Response Rate (ORR) of 34%. These numbers set a high bar for the registrational trial.

Uses bioinformatics and AI/ML-based discovery to identify and validate translational biomarkers

IDEAYA's technological edge starts well before the clinic, specifically in the discovery phase. They integrate expertise in structural biology and bioinformatics with strong internal capabilities for identifying and validating translational biomarkers.

More recently, they have expanded their computational drug discovery efforts through a collaboration with ATTMOS, focusing on a physics-based computational small molecule discovery platform. This platform aims to use AI/ML (Artificial Intelligence/Machine Learning) to rapidly unlock targets currently perceived as undruggable. This shift from traditional screening to high-performance computing and statistical mechanics is a forward-looking move to maintain a first-in-class pipeline.

Three new Investigational New Drug (IND) filings targeted in 2025 (IDE892, IDE034, IDE574) show rapid pipeline advancement

The pace of new drug candidate translation into the clinic is a key measure of a biotech's technological productivity. IDEAYA targeted three new Investigational New Drug (IND) applications in the 2025 fiscal year, demonstrating rapid pipeline advancement. This is a strong sign of their discovery engine's efficiency.

Here's the quick math on their recent regulatory progress:

• IDE892: IND clearance for this potential best-in-class PRMT5 inhibitor was received in 3Q 2025. The company is targeting the first patient dosing in a Phase 1 trial in 4Q 2025.
• IDE034: The IND filing for this B7H3/PTK7 bispecific TOP1i ADC was complete in 4Q 2025.
• IDE574: The IND filing for this potential first-in-class KAT6/7 dual inhibitor is on track for year-end 2025.

Advancing three novel candidates from preclinical to clinical-stage in a single year, especially with two of them being first-in-class and one a complex bispecific ADC, underscores the technological maturity of their platform.

IDEAYA Biosciences, Inc. (IDYA) - PESTLE Analysis: Legal factors

The legal landscape for IDEAYA Biosciences is complex and rapidly evolving in 2025, driven by a dense network of global licensing deals and the high-stakes regulatory path for its lead asset, darovasertib. Your primary legal risk isn't litigation; it's the intricate management of intellectual property (IP) rights across multiple continents and partners, plus the intense scrutiny of registrational trials.

Extensive network of collaboration and license agreements with major pharma requires complex IP management.

IDEAYA's strategy of partnering to validate its platforms and fund development creates a web of legal obligations. These agreements, while financially beneficial, require meticulous contract and IP management to prevent disputes and ensure compliance with territorial rights and development milestones. This is defintely a high-touch legal area.

For example, the company has a 'Clinical Study Collaboration and Supply Agreement' with Gilead Sciences, Inc. and an 'Amendment No. 5 to Clinical Trial Collaboration and Supply Agreement' with Pfizer Inc. in 2025, which dictates the supply and use of their respective drugs in combination trials. Furthermore, the strategic partnership with GlaxoSmithKline (GSK) on the Synthetic Lethality (SL) platform programs, Pol Theta and Werner Helicase, includes a 50% US profit-share for Werner Helicase and worldwide royalties for Pol Theta, setting up a long-term, legally-defined revenue-sharing structure.

Here's the quick math on recent collaboration cash inflows, which legally trigger future performance obligations:

Partner	Program/Platform	Upfront Payment (2025)	Potential Milestones
Servier	Darovasertib (PKC inhibitor)	$210 million	Up to $320 million
Jiangsu Hengrui Pharma	IDE849 (DLL3 ADC)	$75 million	Not specified in search results

Must maintain and defend intellectual property (IP) for its synthetic lethality and ADC platforms globally.

The company's valuation is fundamentally tied to its intellectual property (IP), particularly for its synthetic lethality (SL) programs-like IDE397 (MAT2A inhibitor) and IDE161 (PARG inhibitor)-and its emerging Antibody-Drug Conjugate (ADC) pipeline. The legal requirement isn't just to file patents, but to actively monitor and defend them against infringement across all major pharmaceutical markets, which is a costly and continuous process.

The complexity is magnified because the core technology is licensed, like the option for a bispecific ADC program (IDE034) from Biocytogen, which adds another layer of legal dependency and IP co-management. The legal team must constantly assess the IP landscape to ensure freedom-to-operate and enforce their exclusivity. What this estimate hides is the true cost of a major patent infringement lawsuit, which can easily run into the tens of millions of dollars.

The Servier agreement legally defines the US-only commercial rights for darovasertib retained by IDEAYA Biosciences.

The September 2025 exclusive license agreement with Servier for the PKC inhibitor darovasertib is a pivotal legal document that clearly delineates the company's future commercial strategy. This legal structure is crucial for investors because it confirms IDEAYA's commitment to building a US commercial infrastructure for its lead product.

The key legal stipulations are precise:

• IDEAYA retains all regulatory and commercial rights for darovasertib in the United States.
• Servier obtains the exclusive regulatory and commercial rights in all territories outside the United States.
• IDEAYA is eligible for double-digit royalties on net sales of darovasertib in Servier's ex-US territories.

This structure means all US commercialization risks and opportunities fall solely on IDEAYA, while the ex-US market is legally Servier's responsibility, generating a royalty stream for IDEAYA.

Regulatory compliance risk is high, typical for a biotech moving toward commercialization with a registrational trial.

As IDEAYA advances darovasertib toward a potential accelerated approval filing, the regulatory compliance risk intensifies. The move from clinical development to commercial readiness requires a significant legal and compliance overhaul, covering everything from manufacturing quality systems to promotional materials review.

The darovasertib program is currently in a registrational Phase 2/3 trial for first-line (1L) HLA-A2-negative metastatic uveal melanoma (MUM), which has enrolled over 300 patients as of May 2025, targeting a median Progression-Free Survival (PFS) readout by year-end 2025. The company also received U.S. FDA Breakthrough Therapy Designation for darovasertib in neoadjuvant uveal melanoma (UM), which brings faster review but also heightened regulatory interaction and scrutiny.

This increased activity is already visible in the financials. The company's General and Administrative (G&A) expenses for the third quarter of 2025 rose to $16.4 million, up from $14.6 million in the second quarter of 2025, driven primarily by 'higher legal expenses to support company growth and commercial expenses to support the darovasertib commercial preparation activities'. That's a 12.3% quarter-over-quarter increase in G&A, showing the legal cost of approaching commercialization.

IDEAYA Biosciences, Inc. (IDYA) - PESTLE Analysis: Environmental factors

The company's third-party net impact ratio is 66.9%, indicating an overall positive sustainability impact due to its core mission.

IDEAYA Biosciences, as a precision oncology company, naturally scores high on the positive side of the sustainability ledger because its core mission-developing transformative cancer therapies-creates significant societal value. This is quantified by a third-party net impact ratio of 66.9%, a strong figure that reflects the positive impact in categories like 'Physical diseases' and 'Health' outweighing the negative operational impact.

The company's focus on oncology targets like GNAQ/GNA11 mutations and MTAP deletion (prevalent in approximately 15% of all solid tumors) means the potential for patient benefit is substantial.

Focus on drug discovery means a smaller direct carbon footprint compared to large-scale manufacturing.

As a clinical-stage biotech, IDEAYA's direct environmental footprint (Scope 1 and 2 emissions) is inherently smaller than that of a fully commercialized pharmaceutical manufacturer. Its operations center on research and development (R&D) rather than large-scale production. However, R&D expenses still totaled $83.0 million for the third quarter of 2025, reflecting significant laboratory activity, which is the primary source of its direct footprint.

The industry trend in 2025 is toward mitigating this lab-based impact through energy efficiency. For instance, many biopharma firms are upgrading equipment like ultra-low temperature freezers, which can be massive energy consumers.

Biotech operations face general industry pressure to manage laboratory and clinical trial waste effectively.

The primary environmental challenge for IDEAYA is waste management, specifically the disposal of biological and chemical waste from its preclinical and clinical activities. Third-party analysts specifically cite 'Waste' as one of the categories where the company causes negative impacts.

This pressure is compounded by the industry-wide adoption of single-use technologies (SUTs) in labs, which streamline processes but escalate non-recycled waste volume. The financial and regulatory pressure is clear: major pharma companies are now spending $5.2 billion annually on environmental programs, a 300% increase from 2020, signaling that waste compliance is a major cost center.

• Limit hazardous material use in labs.
• Implement waste recycling systems for non-hazardous materials.
• Manage clinical trial-related biohazardous waste disposal.

Supply chain logistics for global clinical trials increase the indirect environmental and carbon footprint.

The most significant environmental risk for IDEAYA is its indirect footprint, or Scope 3 emissions, driven by global clinical trial logistics. The scale of their 2025 pipeline demonstrates this challenge: the registrational Phase 2/3 trial for darovasertib and crizotinib enrolled over 350 patients as of August 2025, with a target of approximately 400 patients by year-end.

Managing the global distribution of investigational drugs, patient samples, and clinical supplies across multiple countries-including the multi-site Phase 1 trial for IDE849 in China-creates substantial emissions from air and road freight.

Here's the quick math on the operational scale driving this indirect impact:

Metric (as of 2025)	Value/Amount	Environmental Implication
R&D Expenses (Q3 2025)	$83.0 million	Direct lab energy and waste generation.
Darovasertib Trial Enrollment (Target YE 2025)	Approx. 400 patients	Scale of global drug and sample logistics.
Cash Runway Extension	Into 2030	Long-term commitment to a growing operational footprint.

This global footprint means the company must defintely consider its third-party logistics (3PL) providers' sustainability performance, as that is where the bulk of its carbon exposure lies.