IDEAYA Biosciences, Inc. · NASDAQ:IDYA
IDEAYA Biosciences — Investor Presentation (November 2026)
31 slides from IDEAYA Biosciences's investor presentation, November 2026
Slide 1: Improving Lives Through Transformative Precision Medicines
November 2026 Improving Lives Through Transformative Precision Medicines Corporate Presentation NASDAQ: IDYA
Slide 2: Safe Harbor Statement
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, uncertainti
Slide 3: IDEAYA's Vision is to Build a Leading Precision Medicine Oncology Company
IDEAYA’s Vision is to Build a Leading Precision Medicine Oncology Company IDEAYA Research and Development Strategy Clinical Pipeline Focus Areas First-in-Class & Darovasertib Best-in-Class Predictive Biomarkers Prolong survival, preserve the Programs eye and vision in uveal melanoma ADC+DDR Combos A
Slide 4: IDEAYA's Proven Drug Discovery Engine in Precision Medicine Oncology
IDEAYA’s Proven Drug Discovery Engine in Precision Medicine Oncology Integrated Platform to Deliver Renewable Pipeline of Potential First-in-Class Programs Core IDEAYA Drug Discovery Capabilities 6 internally discovered Candidates delivered clinical stage molecules against difficult-to-drug CRISPR-b
Slide 5: Robust Pipeline Enables Rational Combinations Targeting Multiple Solid Tumors
Robust Pipeline Enables Rational Combinations Targeting Multiple Solid Tumors Indication(s) Phase 3 / Partner / Target Phase 1 Phase 2 Commercial Regimen Registrational Collaborator Metastatic UM, HLA*A2(-) NDA submitted, including data from + Crizotinib1 combination OptimUM-02 + OptimUM-01 Metastat
Slide 6: Uveal Melanoma is a Rare, Aggressive Form of Cancer with Poor Prognosis
Darovasertib Uveal Melanoma (UM) is a Rare, Aggressive Form of Cancer with Poor Prognosis Patients face severe consequences with limited treatment options at all stages of disease Primary Primary UM Remission Metastatic UM (Localized disease in the eye) (High risk of recurrence (Systemic disease) &
Slide 7: Darovasertib Has a Unique Mechanism of Action Targeting the Primary Driver of Disease
Darovasertib Has a Unique Mechanism of Action Targeting the Primary Driver of Disease Activating mutations in GNAQ/11 drive PKC overactivation in nearly all UM patients Primary UM Adjuvant/Metastatic UM • UM is biologically distinct from cutaneous Pathway activations by mutations in GNAQ/11 Pathway
Slide 8: OptimUM Clinical Program Is Addressing Unmet Needs Across the UM Patient Journey
OptimUM Clinical Program Is Addressing Unmet Needs Across the UM Patient Journey Darovasertib is being evaluated broadly across primary and metastatic disease Diagnosis Primary local therapy Metastasis Progression Primary Uveal Melanoma Metastatic Uveal Melanoma Neoadjuvant Adjuvant Regardless of HL
Slide 9: Darovasertib Combination Met Primary Endpoint in Registrational Trial
Darovasertib Combination Met Primary Endpoint in Registrational Trial and Showed Unprecedented Response Rate and PFS Benefit vs. Investigator’s Choice (ICT) Randomized trial in 313 treatment-naïve patients with HLA-A*02:01-negative mUM Primary endpoint 6.9 months vs. 3.1 months Median PFS* (HR: 0.42
Slide 10: Darova + Crizo More Than Doubled Median PFS in First-Line HLA-A*02:01 Negative mUM
Darova + Crizo More Than Doubled Median PFS in First-Line HLA-A*02:01 Negative mUM Darovasertib combination reduced the risk of disease progression by 58% vs. ICT control Kaplan-Meier (KM) Estimate of Progression-Free Survival (PFS)* 1.0 Darovasertib + Crizotinib Investigator Choice Therapy + Censor
Slide 11: Consistent Improvements Across Multiple Clinically Relevant Patient Subgroups
Consistent Improvements Across Multiple Clinically Relevant Patient Subgroups Darovasertib combination was generally favored across a broad range of patient subgroups, reinforcing the breadth and consistency of its first-line benefit ORR by BICR (%) mPFS by BICR (months) Darovasertib + Darovasertib
Slide 12: Strong Clinical Activity in First-line Patients Regardless of HLA-A*02:01 Status
Strong Clinical Activity in First-line Patients Regardless of HLA-A*02:01 Status Darovasertib plus crizotinib demonstrated durable outcomes in a pooled first-line population that included both HLA-A*02:01-positive and HLA-A*02:01-negative patients (n=44) Median PFS of 7.0 months Median OS of 21.1 mo
Slide 13: Encouraging Efficacy in First-line & Heavily Pre-Treated HLA-A*02:01-Positive Patients
Encouraging Efficacy in First-line & Heavily Pre-Treated HLA-A*02:01-Positive Patients 87% of patients had one or more one prior line of therapy; 66% had two or more one prior lines of therapy Treatment Naïve: mPFS of 7.4 months Treatment Naïve: mOS of 27.1 months (95% CI: 3.6-19.6) (95% CI: 8.9, no
Slide 14: Results Reinforce Consistent Activity Regardless of HLA-A*02:01 Status
Results Reinforce Consistent Activity Regardless of HLA-A*02:01 Status Darovasertib combination added significant clinical benefit in previously treated mUM patients relative to historical data1 HLA-A02:01- HLA-A02:01- Positive Negative Treatment-Naïve N=13 N=29 ORR, n/N (%)* 4/11 (36.4) 9/29 (31.0)
Slide 15: Neoadjuvant Darovasertib Continues to Support Eye & Vision Preservation in Primary UM
Neoadjuvant Treatment with Darovasertib Continues to Support Eye & Vision Preservation in Primary UM Without Compromising Disease Control ~86% of patients experienced tumor shrinkage across both cohorts leading to meaningful clinical benefits Cohort 1 (Enucleation) Cohort 2 (Plaque Brachytherapy) Pr
Slide 16: Darovasertib Has the Potential to Become a Foundational Therapy Across the UM Journey
Darovasertib Has the Potential to Become a Foundational Therapy Across the UM Journey Data to date support the potential of darovasertib to address important treatment needs across treatment settings, regardless of HLA-A*02:01 status, lines of therapy and stages of uveal melanoma Diagnosis Primary l
Slide 17: Building a Franchise of TOP1 ADCs for Solid Tumor Indications
DLL3 ADC Building a Franchise of TOP1 ADCs for Solid Tumor Indications Lead ADC product candidate, IDE849, has TOP1 payload and high DLL3 affinity and selectivity Tumor-selective delivery of TOP1 ADC in combination with IDE849 systemic PARG inhibition may synergize to increase therapeutic window and
Slide 18: DLL3 Expression is Upregulated in a Broad Range of Solid Tumor Types
DLL3 Expression is Upregulated in a Broad Range of Solid Tumor Types ~164,000 potential addressable patients in the U.S. alone Estimated DLL3-Positive U.S. Annual Incidence by Tumor Type 16% 7% ~7K Estimated DLL3+ 72-78% ~6K Frequency by NEC Subtype 11% ~19K Pulmonary 63% ~21K Large-Cell NEC 34% 43%
Slide 19: IDE849 Clinical Development is Advancing Towards Registrational Trial Initiation
IDE849 Clinical Development is Advancing Towards Registrational Trial Initiation Potential monotherapy and combination opportunities in multiple DLL3-overexpressing tumors Clinical Objectives Target Clinical Development Plan • Pursue monotherapy AA 2H 2026 1H 2027 2H 2027 2028+ path in extensive-sta
Slide 20: IDE849 Continues to Demonstrate Strong Efficacy in ES-SCLC
IDE849 Continues to Demonstrate Strong Efficacy in ES-SCLC Robust anti-tumor activity observed across multiple expansion doses in Phase 1 study SCLC (≥1.8 mg/kg) All (n=101) 2L Setting (n=51) With brain metastases (n=26) ORR, n (%; 95% CI) 69 (68.3%; 58.3, 77.2) 37 (72.5%; 58.3, 84.1) 20 (76.9%; 56.
Slide 21: Longer Follow-Up Supports Durable Activity with IDE849 in ES-SCLC
Longer Follow-Up Supports Durable Activity with IDE849 in ES-SCLC Encouraging evidence of durability across all patients receiving IDE849 at ≥1.8 mg/kg Overall: mPFS of 6.8 months Overall: mOS of 14.7 months (95% CI: 5.5-8.1) (95% CI: 11.9-18.3) Second-line ES-SCLC receiving IDE849 at ≥1.8 mg/kg: mP
Slide 22: IDE849 Demonstrated Encouraging Initial Efficacy in NECs
IDE849 Demonstrated Encouraging Initial Efficacy in NECs Tumor shrinkage and anti-tumor activity were observed across a small, previously treated population with other NECs Other NECs (n=19) ORR, n (%; 95% CI) 10 (52.6%; 28.9, 75.6) Confirmed ORR, n (%; 7 (36.8%; 16.3, 61.6) 95% CI) DCR, n (%; 95% C
Slide 23: Data from ESMO 2026 Continues to Support IDE849's Potential Best-in-Class Profile
Data from ESMO 2026 Continues to Support IDE849’s Potential Best-in-Class Profile in ES-SCLC and NECs Encouraging survival Durable Activity in hard-to-treat Manageable with longer follow-up activity populations safety • 17.4-month median OS in • 60.8% confirmed ORR • CNS activity: • Grade ≥3 treatme
Slide 24: IDE034 is a Potential First-in-Class B7H3/PTK7 TOP1 Bispecific ADC
B7H3/PTK7 ADC IDE034 is a Potential First-in-Class Phase 1 B7H3/PTK7 TOP1 Bispecific ADC Dual tumor-antigen binding to maximize tumor-specific PARG combination benefit in multiple solid tumors αB7H3 αPTK7 Enhanced Tumor Cell Binding vs Robust Linker-Payload Extensive Dual B7H3/PTK7 Surface Protein M
Slide 25: IDE161 Has The Potential to Improve Efficacy and Durability of TOP1 ADCs
IDE161 Has The Potential to Improve Efficacy and Durability of TOP1 ADCs Combination mechanism has shown broad potential across multiple solid tumor models PARG inhibition by IDE161 TOP1 inhibitor-induced DNA lesion maximizes TOP1 ADC Deparylation TOP1cc repair payload efficacy by PARG Cell prolifer
Slide 26: IDEAYA is Pursuing Multiple Combination Strategies for MTAP-Deleted Solid Tumors
MTAP IDEAYA is Pursuing Multiple Combination Strategies for MTAP-Deleted Solid Tumors PRMT5 and MAT2A are central to support protein methylation and DNA repair in MTAP-/- tumors Combination strategies designed to amplify metabolic liabilities and genomic instability conferred by loss of MTAP by: Chr
Slide 27: IDE892 (PRMT5) Exhibits Robust Selectivity and Combination Potential with IDE397
PRMT5 IDE892 (PRMT5) Exhibits Robust Selectivity and Combination Potential with IDE397 in MTAP-/- Preclinical Models IDE892 displays positive cooperativity with MTA IDE892/IDE397 combination delivers strong IDE397 enhances a rationally designed PRMT5iMTA and negative cooperativity with SAM on-target
Slide 28: There Are No FDA-Approved Therapies for MTAP-Deleted Solid Tumors
There Are No FDA-Approved Therapies for MTAP-Deleted Solid Tumors IDEAYA’s clinical strategy is focused on lung, urothelial and pancreatic cancers Estimated U.S. Annual Incidence in Priority Tumor Types MTAP-Deletion Frequency by Tumor Type1 Urothelial Cancer 26% ~27K Squamous NSCLC 19% Adeno NSCLC
Slide 29: IDE574 is an Equipotent Dual KAT6/7 Inhibitor with Broad Potential in Solid Tumors
KAT6/7 IDE574 is an equipotent dual KAT6/7 Inhibitor with Broad Potential in Solid Tumors IDE574: potent dual KAT6/7 inhibitor to overcome paralog bypass Robust mono and combo opportunity across mBC, Lung, and CRC Histone acetyltransferases KAT6A/B and KAT7 collaboratively HR+ mBC NSCLC CRC promote
Slide 30: Building a Leading Precision Medicine Oncology Company
IDEAYA Biosciences: Building a Leading Precision Medicine Oncology Company Clinical stage pipeline advancing across multiple solid tumor indications Anticipated 2026 Pipeline Milestones Highlights Q1 2026 Q2 2026 H2 2026 Darovasertib ✓Metastatic Complete OptimUM-01 enrollment ✓ NDA submission UM (HL
Slide 31: Improving Lives Through Transformative Precision Medicines
November 2026 Improving Lives Through Transformative Precision Medicines Corporate Presentation NASDAQ: IDYA
IDEAYA Biosciences — Investor Presentation (November 2026) on 6ix