IDEAYA Biosciences (IDYA) investor relations material

Pipeline overview and clinical progress

• Lead program darovasertib is in a registrational trial for frontline metastatic uveal melanoma, with a randomized median PFS readout expected between year-end and Q1 next year.

• Eight clinical-stage programs are active, targeting nine by year-end, including MTAP deletion and ADC assets.

• Key assets include phase II MAT2A inhibitor (ID397), phase I PRMT5 inhibitor (ID892), and three ADCs, with recent presentations at major conferences.

Upcoming data and regulatory milestones

• PFS events for darovasertib are on track, with top-line results expected in early next year after database lock and analysis.

• Consistent seven-month PFS observed in treatment arm, with control arm expected at two to three months; patient baseline characteristics may offer further upside.

• OS data from SMR update showed potential for median OS to reach 22 months if ongoing patients continue; focus is shifting to randomized trial results.

• Plans for top-line result disclosure include both press release and conference call.

Commercial and strategic considerations

• Pricing is expected in the $50,000+ per month range, with final decisions dependent on dataset robustness and unmet need.

• Average treatment duration is estimated at seven to eight months PFS plus three months beyond progression.

• HLA-A*02-positive data will be submitted for potential label inclusion, with compendia listing as the base case; publication and compendia processes are planned for 2026.

• Expansion into neoadjuvant and adjuvant settings is underway, with increased site activation and enrollment acceleration expected.