January 2026 Improving Lives Through Transformative Precision Medicines JPM 2026 | 44th Annual Healthcare Conference NASDAQ: IDYA Safe Harbor Statement Certain statements in this presentation and the accompanying oral commentary are forward-looking statements. These statements relate to future events or the future financial performance of IDEAYA Biosciences, Inc. (the "Company") and involve known and unknown risks, uncertainties and other factors that may cause the actual results, levels of activity, perfor ...

Core Insights - IDEAYA Biosciences, Inc. is focused on advancing its oncology pipeline and achieving key corporate objectives in 2026, with a significant emphasis on darovasertib for uveal melanoma and other cancer indications [1][2] Corporate Objectives for 2026 - The company plans to advance four registrational trials, including darovasertib in both pre-metastatic and metastatic settings of uveal melanoma, which is critical for improving patient outcomes in this high-unmet-need area [2][3] - Topline results from the OptimUM-02 trial, which involves a combination of darovasertib and crizotinib in HLA*A2-negative metastatic uveal melanoma patients, are expected in Q1 2026, potentially leading to an accelerated approval filing in the U.S. [3] - Three randomized Phase 3 registrational trials for darovasertib across all stages of uveal melanoma are anticipated to be initiated by H1 2026 [3] - The company aims to initiate a registrational study for IDE849 in the second line/refractory setting of small cell lung cancer by the end of 2026 [3] Pipeline and Clinical Trials - IDEAYA's pipeline includes multiple candidates targeting various cancers, with specific trials planned for IDE034, IDE161, IDE397, and IDE892, among others, throughout 2026 [3][4] - The company has a strong cash position of approximately $1.1 billion as of September 30, 2025, which is expected to fund operations into 2030 [8] Strategic Focus - IDEAYA is committed to precision medicine and aims to develop transformative therapies for cancer, leveraging its expertise in drug discovery and biomarker validation [5]

Core Insights - IDEAYA Biosciences, Inc. is participating in the 44th Annual J.P. Morgan Healthcare Conference on January 12, 2026, where CEO Yujiro S. Hata will present [1] - The company focuses on precision medicine in oncology, aiming to develop targeted therapies that are tailored to the genetic drivers of cancer [2] Company Overview - IDEAYA is dedicated to the discovery, development, and commercialization of transformative cancer therapies, integrating small-molecule drug discovery, structural biology, and bioinformatics [2] - The company has a robust pipeline of product candidates, particularly in synthetic lethality and antibody-drug conjugates (ADCs) for molecularly defined solid tumor indications [2] - The mission of IDEAYA is to create the next generation of precision oncology therapies that are more selective, effective, and personalized, with the goal of improving clinical outcomes for cancer patients [2]

Core Insights - Healthcare and biotechnology stocks experienced significant movements in after-hours trading, with several companies showing strong gains despite limited news flow [1] Company Summaries - Novo Nordisk A/S (NVO) saw a notable increase of 9.48%, closing at $52.66, following FDA approval of its Wegovy pill, the first oral GLP-1 medicine for obesity in the U.S., which is also approved to reduce cardiovascular risks [2] - Neumora Therapeutics, Inc. (NMRA) advanced 16.02% to $2.10, indicating investor interest possibly driven by broader sector momentum or speculative trading, as there were no specific news updates [3] - BioRestorative Therapies, Inc. (BRTX) rose 6.90% to $1.24, with investors reacting to a prior announcement regarding an FDA Type B meeting to discuss a potential accelerated BLA pathway for its BRTX-100 program for chronic lumbar disc disease [4] - RenovoRx, Inc. (RNXT) added 4.44% to close at $0.94, with earlier news of an accepted abstract submission for the ASCO Gastrointestinal Cancers Symposium 2026 contributing to investor interest [5] - IDEAYA Biosciences, Inc. (IDYA) gained 6.49% to $37.81, following the full enrollment of 435 patients in its Phase 2/3 trial for darovasertib, with expected data reporting in Q1 2026 [6] - Healthcare Triangle, Inc. (HCTI) climbed 6.72% to $1.43, with a recent announcement of an Advance Agreement for acquiring AI-powered customer experience firms, enhancing its position in global AI-driven solutions [7] - Alphatec Holdings, Inc. (ATEC) posted a modest gain of 2.80%, rising to $21.28, benefiting from ongoing investor confidence in the spine surgery provider [8]

Core Insights - IDEAYA Biosciences has completed the targeted enrollment of 435 patients in the Phase 2/3 trial (OptimUM-02) for darovasertib in combination with crizotinib for treating first-line HLA*A2-negative metastatic uveal melanoma [1][2] - The company anticipates reporting median progression-free survival (PFS) data in Q1 2026 to support a potential accelerated approval filing in the U.S. [1][6] - Darovasertib has received FDA Breakthrough Therapy Designation and Fast Track designation for its use in metastatic uveal melanoma [4] Trial Details - The OptimUM-02 trial is a multi-arm, multi-stage, open-label study comparing the darovasertib and crizotinib combination against investigator's choice of treatment [3] - Primary endpoints include median PFS and median overall survival (OS), which will support potential accelerated and full approval filings in the U.S. [3] - Previous data from the Phase 1/2 trial (OptimUM-01) indicated a median OS of 21.1 months and median PFS of 7.0 months for the combination treatment [3] Regulatory Designations - Darovasertib has been designated as an Orphan Drug by the U.S. FDA for uveal melanoma, including metastatic cases [4] - The company is also enrolling patients in a pivotal Phase 3 trial of single-agent darovasertib in the neoadjuvant setting for primary uveal melanoma (OptimUM-10) [4] Company Overview - IDEAYA Biosciences focuses on precision medicine in oncology, aiming to develop transformative therapies for cancer through a combination of drug discovery, structural biology, and bioinformatics [5] - The company has a pipeline targeting synthetic lethality and antibody-drug conjugates for solid tumor indications [5]

Core Insights - IDEAYA Biosciences has submitted an investigational new drug (IND) application for IDE574, a potential first-in-class KAT6/7 dual inhibitor, to the FDA, with plans to initiate a Phase 1 trial in Q1 2026 [1][7] Group 1: Product Development - IDE574 is designed to selectively inhibit KAT6 and KAT7, which are involved in tumor cell proliferation and survival, while sparing other KAT family members [2][3] - Preclinical studies indicate that dual inhibition of KAT6 and KAT7 by IDE574 disrupts tumor lineage identity and shows significant anti-tumor activity in lung and breast cancer models [2][3] - The company aims to present preclinical data on IDE574's pharmacologic profile and anti-tumor activity at a medical conference in the first half of 2026 [3][7] Group 2: Company Overview - IDEAYA Biosciences focuses on precision medicine in oncology, emphasizing the discovery and development of targeted therapies aligned with genetic disease drivers [4] - The company has developed a pipeline of product candidates targeting synthetic lethality and antibody-drug conjugates for solid tumor indications [4]

Core Viewpoint - The approval of the IND for IDEAYA's dual-target ADC project IDE034 by the FDA marks a significant advancement in the development of innovative cancer therapies, potentially enhancing the company's market position and investor interest [1][2]. Group 1: Company Developments - 百奥赛图-B's stock rose over 3%, reaching 31.86 HKD with a trading volume of 12.99 million HKD following the announcement of FDA IND approval for IDEAYA's IDE034 project [1]. - IDEAYA Biosciences, Inc. plans to initiate patient enrollment for the Phase I clinical trial in Q1 2026, focusing on solid tumors co-expressing B7H3 and PTK7, including lung cancer, colorectal cancer, head and neck cancer, and ovarian/gynecological tumors [1]. Group 2: Clinical Research Insights - Preclinical studies indicate that IDE034 demonstrates deep and durable tumor regression in various B7H3/PTK7 positive tumor models, showcasing strong anti-tumor activity [2]. - IDEAYA intends to explore a combination therapy strategy with its PARG inhibitor IDE161 to enhance the durability of treatment effects, with plans to present additional data on the combined treatment mechanism at a major medical conference in H1 2026 [2]. - The co-expression rates of B7H3/PTK7 in solid tumors are approximately 30% in lung cancer, 46% in colorectal cancer, and 27% in head and neck cancer, indicating broad clinical applicability [2].

Core Viewpoint - The stock of Baiaosaitu-B (02315) has seen an increase of over 3%, currently trading at 31.86 HKD, following the announcement of FDA approval for a clinical trial by its partner IDEAYA Biosciences, Inc. for a novel dual-targeting antibody-drug conjugate project [1][2]. Group 1: Company Developments - IDEAYA Biosciences has received FDA approval for its Investigational New Drug (IND) application to advance the Phase I clinical trial of the B7H3/PTK7 dual-specific antibody-drug conjugate (ADC) [1]. - The patient enrollment for the trial is expected to begin in Q1 2026, focusing on solid tumors co-expressing B7H3 and PTK7, including lung cancer, colorectal cancer, head and neck cancer, and ovarian/gynecological tumors [1][2]. Group 2: Clinical Research Insights - Preclinical studies indicate that IDE034 monotherapy shows deep and durable tumor shrinkage in various B7H3/PTK7 positive tumor models, demonstrating strong anti-tumor activity [2]. - IDEAYA plans to explore a combination treatment strategy of IDE034 with its PARG inhibitor IDE161 to enhance the durability of efficacy, with data supporting the combination treatment mechanism to be shared at a major medical conference in H1 2026 [2]. - The co-expression rates of B7H3/PTK7 in solid tumors are approximately 30% for lung cancer, 46% for colorectal cancer, and 27% for head and neck cancer, indicating broad clinical applicability [2].

Core Viewpoint - IDEAYA Biosciences has received IND approval from the FDA for its dual-target B7H3/PTK7 ADC project, IDE034, marking a significant milestone in its collaboration with 百奥赛图-B [1][2] Group 1: Clinical Development - IDEAYA plans to initiate patient enrollment for the Phase I clinical trial of IDE034 in Q1 2026, targeting solid tumors co-expressing B7H3 and PTK7, including lung cancer, colorectal cancer, head and neck cancer, and ovarian/gynecological tumors [1] - The IND approval signifies a crucial step in advancing the clinical development of IDE034, showcasing the company's technical strength in the dual-antibody ADC discovery and development field [1][2] Group 2: Research and Development Progress - The approval of IDE034's IND represents an important R&D advancement for IDEAYA, validating its RenLite® platform and proprietary linker-payload technology in the discovery and optimization of dual-antibody ADCs [2] - Preclinical studies indicate that IDE034 demonstrates deep and durable tumor shrinkage in various B7H3/PTK7 positive tumor models, highlighting its strong anti-tumor activity [2] Group 3: Future Plans and Collaborations - IDEAYA intends to explore combination therapy strategies with its PARG inhibitor IDE161 to enhance the durability of treatment effects, with plans to present supporting data at major medical conferences in the first half of 2026 [2] - The co-expression rates of B7H3 and PTK7 in lung cancer, colorectal cancer, and head and neck cancer are approximately 30%, 46%, and 27%, respectively, indicating the broad clinical applicability of IDE034 [2] - The company aims to provide high-quality source molecules to partners and actively seek external licensing opportunities for early-stage potential assets [2]

Core Insights - IDEAYA Biosciences has received IND approval from the FDA for its first-in-class B7H3/PTK7 bispecific antibody-drug conjugate (ADC) project, IDE034, marking a significant milestone in its collaboration with 百奥赛图-B [1][2] - The clinical trial for IDE034 is expected to begin patient enrollment in Q1 2026, targeting solid tumors co-expressing B7H3 and PTK7, including lung cancer, colorectal cancer, head and neck cancer, and ovarian/gynecological tumors [1][2] Group 1 - The IND approval represents an important advancement in IDEAYA's strategy to expand its first-in-class TOP1 ADC pipeline into bispecific, precision-targeted therapies [2] - The approval validates the company's RenLite® platform and proprietary linker-payload technology in the discovery and optimization of bispecific ADCs [2] - IDE034 has shown deep and durable tumor shrinkage in various B7H3/PTK7 positive tumor models, indicating strong anti-tumor activity [2] Group 2 - IDEAYA plans to explore combination therapy strategies with its PARG inhibitor IDE161 to enhance the durability of treatment effects [2] - The company intends to present more data supporting the combination treatment mechanism of PARG and TOP1 ADC at major medical conferences in the first half of 2026 [2] - The co-expression rates of B7H3 and PTK7 in solid tumors such as lung cancer, colorectal cancer, and head and neck cancer are approximately 30%, 46%, and 27%, respectively, highlighting the broad clinical applicability of IDE034 [2] Group 3 - The company aims to provide high-quality source molecules to partners under its "千鼠万抗" initiative, facilitating the clinical translation of licensed projects [2] - IDEAYA is actively exploring additional external licensing opportunities for early-stage potential assets [2]