IDEAYA Biosciences (NASDAQ:IDYA – Get Free Report) and Gossamer Bio (NASDAQ:GOSS – Get Free Report) are both healthcare companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, institutional ownership, dividends, profitability, earnings and valuation.
Analyst Ratings
This is a summary of recent ratings and target prices for IDEAYA Biosciences and Gossamer Bio, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| IDEAYA Biosciences | 1 | 1 | 14 | 0 | 2.81 |
| Gossamer Bio | 2 | 3 | 5 | 0 | 2.30 |
IDEAYA Biosciences presently has a consensus price target of $53.42, indicating a potential upside of 50.35%. Gossamer Bio has a consensus price target of $256.00, indicating a potential upside of 2,430.64%. Given Gossamer Bio’s higher probable upside, analysts clearly believe Gossamer Bio is more favorable than IDEAYA Biosciences.
Insider and Institutional Ownership
98.3% of IDEAYA Biosciences shares are owned by institutional investors. Comparatively, 81.2% of Gossamer Bio shares are owned by institutional investors. 4.7% of IDEAYA Biosciences shares are owned by company insiders. Comparatively, 4.2% of Gossamer Bio shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
Valuation and Earnings
This table compares IDEAYA Biosciences and Gossamer Bio”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| IDEAYA Biosciences | $234.13 million | 13.33 | -$113.70 million | ($1.94) | -18.31 |
| Gossamer Bio | $48.47 million | 1.28 | -$170.37 million | ($56.00) | -0.18 |
IDEAYA Biosciences has higher revenue and earnings than Gossamer Bio. IDEAYA Biosciences is trading at a lower price-to-earnings ratio than Gossamer Bio, indicating that it is currently the more affordable of the two stocks.
Volatility and Risk
IDEAYA Biosciences has a beta of -0.04, suggesting that its share price is 104% less volatile than the S&P 500. Comparatively, Gossamer Bio has a beta of 2.21, suggesting that its share price is 121% more volatile than the S&P 500.
Profitability
This table compares IDEAYA Biosciences and Gossamer Bio’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| IDEAYA Biosciences | -75.93% | -16.73% | -15.34% |
| Gossamer Bio | -235.00% | N/A | -112.04% |
Summary
IDEAYA Biosciences beats Gossamer Bio on 10 of the 14 factors compared between the two stocks.
About IDEAYA Biosciences
IDEAYA Biosciences, Inc., a synthetic lethality-focused precision medicine oncology company, discovers and develops targeted therapeutics for patient populations selected using molecular diagnostics in the United States. The company's products in development include IDE196, a protein kinase C inhibitor that is in Phase 2/3 clinical trials for genetically defined cancers having GNAQ or GNA11 gene mutations; IDE397, a methionine adenosyltransferase 2a inhibitor that is in Phase 1/2 clinical trials for patients with solid tumors having methylthioadenosine phosphorylase gene deletions, such as non-small cell lung, bladder, gastric, and esophageal cancers; IDE161, a poly ADP-ribose glycohydrolase inhibitor that is in Phase 1 clinical trial to treat tumors with homologous recombination deficiency (HRD), and other genetic or molecular signatures; GSK101, a Pol Theta Helicase inhibitor that is in Phase 1 clinical trial for the treatment of tumors with BRCA or other homologous recombination, and HRD mutations; and Werner Helicase inhibitors for tumors with high microsatellite instability. It offers preclinical research programs focused on pharmacological inhibition; DECIPHER dual CRISPR library for synthetic lethality target and biomarker discovery; and INQUIRE chemical library and HARMONY machine-learning engines to enhance its drug discovery platform. The company has strategic alliances with GlaxoSmithKline, Pfizer Inc., Novartis International Pharmaceuticals Ltd., Amgen Inc., Gilead Sciences, Inc., Cancer Research UK, and the University of Manchester. IDEAYA Biosciences, Inc. was incorporated in 2015 and is headquartered in South San Francisco, California.
About Gossamer Bio
Gossamer Bio, Inc., a clinical-stage biopharmaceutical company, focuses on developing and commercializing seralutinib for the treatment of pulmonary arterial hypertension (PAH) in the United States. The company is developing GB002, an inhaled, small molecule, platelet-derived growth factor receptor, or PDGFR, colony-stimulatin factor 1 receptor and c-KIT inhibitor, which is in Phase 3 clinical trial for the treatment of PAH. It has license agreements with Pulmokine, Inc. to develop and commercialize GB002 and related backup compounds. The company was formerly known as FSG, Bio, Inc. and changed its name to Gossamer Bio, Inc. in 2017. Gossamer Bio, Inc. was incorporated in 2015 and is headquartered in San Diego, California.
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