IDEAYA Biosciences (NasdaqGS:IDYA) 2025 Conference November 18, 2025 08:00 AM ET Company ParticipantsYujiro Hata - CEOConference Call ParticipantsMaury Rycroft - AnalystMaury RycroftHi everyone, my name is Maury Rycroft, and one of the biotech analysts at Jefferies. It's with great pleasure that I'd like to welcome Yujiro Hata, the CEO of IDEAYA Biosciences. Thanks so much for joining us today, Yujiro. We're going to do a fireside chat format. For those who may be new to the story, if you can give a one-min ...

Core Insights - The event features a virtual fireside chat with Yujiro Hata, CEO of IDEAYA, hosted by Yigal Nochomovitz, a biotech analyst at Citigroup [1][2] Group 1 - The discussion is part of a series aimed at engaging with C-suite executives in the biotech industry [1] - Participants are encouraged to submit questions for the CEO during the conversation [2]

Summary of IDEAYA Biosciences Conference Call Company Overview - **Company**: IDEAYA Biosciences (NasdaqGS:IDYA) - **Date**: November 06, 2025 - **Context**: Discussion led by CEO Yujiro Hata regarding recent developments in the company's pipeline and strategic direction. Key Industry and Company Insights Pipeline Developments - IDEAYA reported one of its most productive quarters since its founding, with significant updates presented at major medical conferences, including the World Conference on Lung Cancer and ESMO [3][4] - The lead program is nearing randomized progression-free survival (PFS) results, with expectations for an accelerated approval filing in the U.S. by year-end or early next year [3][4] - Enrollment for clinical trials is progressing well, with full enrollment expected soon for both overall survival (OS) and randomized OS studies [4] Uveal Melanoma Focus - IDEAYA aims for darovasertib to become the standard of care across the uveal melanoma patient journey, with plans for a phase three randomized study in the adjuvant setting in the first half of next year [7][9] - The annual incidence of metastatic uveal melanoma is estimated at 4,000-5,000 patients, with potential for higher numbers in neoadjuvant and adjuvant settings [7][8] - The company has received Breakthrough Therapy Designation from the FDA based on promising data from clinical cohorts [10] Clinical Trial Data and Expectations - In the enucleation cohort, the eye preservation rate exceeded the 10% threshold required for full approval, indicating strong efficacy [10][11] - The plaque therapy cohort showed a median vision improvement of 14 letters, significantly higher than previous reports [11] - The company anticipates that the first data from the enucleation cohort will be available in approximately five quarters, with visual acuity results expected 18 months after the last patient is enrolled [19][20] MTAP Deletion Market - IDEAYA is focusing on MTAP deletion across multiple tumor types, prioritizing lung cancer, urothelial cancer, and pancreatic ductal adenocarcinoma (PDAC) [35] - The confirmed response rate for ID 397 in monotherapy is in the 25-30% range, with combination therapy showing a response rate of approximately 50% [37][38] - The company is exploring co-alterations in MTAP, particularly with RAS and CDK N2A, to enhance treatment efficacy [50][51] DLL3 Asset Development - IDEAYA's DLL3 ADC has shown a confirmed response rate of 70% in the second-line setting, with a PFS of approximately 6.7 months [55] - The company is considering a monotherapy accelerated approval path, which could provide a competitive advantage over other companies requiring comparator arms [57] Other Assets and Future Directions - IDEAYA is advancing several other assets, including poltheta partnered with GSK, and a bispecific ADC targeting B7H3 and PTK7, which has shown promising preclinical results [63][64] - The company is leveraging machine learning to enhance drug discovery efficiency, aiming for a 30% acceleration in time to IND [73][74] Additional Important Points - The collaboration with the FDA has been positive, allowing for adjustments in trial design that reduce patient enrollment numbers without compromising study integrity [24] - The company is focused on building a world-class precision oncology portfolio and is actively seeking partnerships to advance its pipeline [66] This summary encapsulates the key points discussed during the conference call, highlighting IDEAYA Biosciences' strategic focus, pipeline advancements, and market opportunities.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38915 IDEAYA Biosciences, Inc. (Exact name of registrant as specified in its charter) Delaware 47-4268251 (State or ...

Exhibit 99.1 IDEAYA Biosciences Reports Third Quarter 2025 Financial Results and Provides Business Update SOUTH SAN FRANCISCO, Calif., Nov. 4, 2025 /PRNewswire/ -- IDEAYA Biosciences, Inc. (Nasdaq: IDYA), a leading precision medicine oncology company, provided a business update and announced financial results for the third quarter ended September 30, 2025. "This quarter we continued to make significant progress across the pipeline and broader business, including the partnership with Servier that extends our ...

Core Insights - IDEAYA Biosciences reported significant progress in its pipeline and business operations, including a partnership with Servier that extends its runway into 2030 and enables potential commercialization of darovasertib outside the U.S. [2] Pipeline Developments - The Phase 2/3 trial (OptimUM-02) of darovasertib/crizotinib in metastatic uveal melanoma is on track to report median progression-free survival (PFS) data by year-end 2025 to Q1 2026, with enrollment expected to be completed by year-end [4][5] - The single-arm Phase 2 trial (OptimUM-01) reported a median overall survival (OS) of 21.1 months and a median PFS of 7.0 months, with a confirmed overall response rate (ORR) of 34% [5] - IDEAYA has initiated a randomized Phase 3 trial (OptimUM-10) for darovasertib as a neoadjuvant therapy in primary uveal melanoma, targeting approximately 450 patients [8] Financial Highlights - As of September 30, 2025, IDEAYA had approximately $1.14 billion in cash, cash equivalents, and marketable securities, an increase from $991.9 million as of June 30, 2025, primarily due to a $210 million upfront payment from Servier [11] - Collaboration revenue for Q3 2025 totaled $207.8 million, compared to zero in the previous quarter, driven by the Servier license agreement [11] - The net income for Q3 2025 was $119.2 million, a significant improvement from a net loss of $77.5 million in Q2 2025 [14] License Agreement with Servier - IDEAYA entered into an exclusive license agreement with Servier for darovasertib outside the U.S., receiving an upfront payment of $210 million and being eligible for up to $320 million in milestone payments [10] Research and Development Expenses - R&D expenses for Q3 2025 totaled $83.0 million, an increase from $74.2 million in Q2 2025, primarily due to higher clinical trial and manufacturing expenses [12] General and Administrative Expenses - G&A expenses for Q3 2025 were $16.4 million, up from $14.6 million in Q2 2025, mainly due to increased legal and commercial preparation expenses [13]

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Core Insights - IDEAYA Biosciences, Inc. is actively participating in investor relations events, showcasing its commitment to engaging with the investment community [1][3] - The company focuses on precision medicine in oncology, aiming to develop targeted therapies that are tailored to the genetic drivers of cancer [2] Group 1: Investor Relations Events - IDEAYA will participate in Citi's 2025 SMID Cap Biopharma Call Series on November 6, 2025, featuring a fireside chat with CEO Yujiro S. Hata [1] - The company will also be present at the Jefferies Global Healthcare Conference in London on November 18, 2025, with another fireside chat led by CEO Yujiro S. Hata [1] - Live audio webcasts of these events will be available on IDEAYA's website, with replays accessible for 30 days post-event [1] Group 2: Company Overview - IDEAYA is dedicated to the discovery, development, and commercialization of transformative cancer therapies [2] - The company integrates small-molecule drug discovery, structural biology, and bioinformatics to create targeted therapies [2] - IDEAYA has developed a robust pipeline focused on synthetic lethality and antibody-drug conjugates for specific solid tumor indications [2]

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Group 1 - Top Wall Street analysts have revised their outlook on several prominent companies, indicating a shift in market sentiment [1] - The article suggests that investors consider buying CRWD stock, highlighting analysts' positive views on its potential [1]