IDEAYA Biosciences, Inc. · NASDAQ:IDYA
IDEAYA Biosciences — Investor Presentation (December 2025)
24 slides from IDEAYA Biosciences's investor presentation, Dec 8, 2025
Slide 1: IDEAYA Biosciences
December 2025 NASDAQ: IDYA IDEAYA Biosciences Improving Lives Through Transformative Precision Medicines 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 Vision to Build Industry Leading Precision Medicine Oncology Company
IDEAYA Vision to Build Industry Leading Precision Medicine Oncology Company Improving Lives through Transformative Precision Medicines Our mission is to advance the discovery, development, and commercialization of transformative precision medicines to address unmet medical needs in cancer Potential
Slide 4: IDEAYA Precision Medicine Oncology Platform to Deliver First-in-Class Therapies
IDEAYA Precision Medicine Oncology Platform to Deliver First-in-Class Therapies Fully-Integrated Target, Biomarker, Drug Discovery and Translational Capabilities Translational Research and Opportunity Expansion Drug Discovery and Genomics – DNA and RNA Analysis Pharmacological Validation Proteomics
Slide 5: IDEAYA Biosciences Highlights
IDEAYA Biosciences Highlights Leading Precision Medicine Oncology Biotechnology Company Advancing Potential First-in-Class Therapies Target Milestone Guidance on Broad Pipeline of 8 Clinical & 1 Preclinical (IND-enabling) Programs: PHASE 2/3 PHASE 1/2 PRECLINICAL DAROVASERTIB (PKC) IDE397 (MAT2A) ID
Slide 6: IDEAYA's Potential First-in-Class Precision Medicine Oncology Pipeline
IDEAYA’s Potential First-in-Class Precision Medicine Oncology Pipeline Potential Commercial Modality/Indication Biomarker Pre-clinical IND Enabling Phase 1 Phase 2 Program Goals / Achievements Collaborations Registrational (IDEAYA) +cMET1 Combination Ph 2 (AA) / Ph 3 registrational trial1 – targetin
Slide 7: Darovasertib: Potential to Broadly Impact Uveal Melanoma (UM)
Darovasertib Darovasertib: Potential to Broadly Impact Uveal Melanoma (UM) * Potential First-in-Class and Best-in-Class in (Neo)adjuvant UM and Metastatic UM (MUM) Mutations in GNAQ / GNA11 activate PKC Signaling, a genetic driver of Uveal Melanoma Darovasertib is an oral, potent and selective PKC i
Slide 8: Darovasertib and Uveal Melanoma Patient Journey
Darovasertib and Uveal Melanoma Patient Journey High Unmet Need and Multiple First-Line Opportunities in UM and MUM1 +95% of UM patients harbor GNAQ/GNA11 mutation Uveal Melanoma Patient Journey Neoadjuvant UM Adjuvant UM MUM No Approved Therapies No Approved Therapies HLA-A2-Negative2 Daro + Crizo
Slide 9: OptimUM-01: Darova + Crizo Continue to Drive Robust Responses in MUM
OptimUM-01: Darova + Crizo Continue to Drive Robust Responses in MUM Based on Best Percent Change from Baseline in Sum of Diameters First Line (N=41) Objective Response Rate, n (%) 14 (34.1%) 95% CI 20.1, 50.6 Best Overall Response, n (%) Complete Response 0 ( 0.0%) Partial Response 14 (34.1%) Stabl
Slide 10: OptimUM-01: First Reported Overall Survival With Darova + Crizo Combo
OptimUM-01: First Reported Overall Survival With Darova + Crizo Combo mPFS and mOS compare favorably to historical meta-analyses in front-line MUM Median PFS Median OS The mPFS was 7.0 months (95% CI: 3.8, 7.7) in patients treated with darovasertib The mOS was 21.1 months (95%CI: 12.5, 27.1) in pati
Slide 11: OptimUM-09: Primary Efficacy Results for Neoadjuvant Darova in UM
OptimUM-09: Primary Efficacy Results for Neoadjuvant Darova in UM Cohort 1 (Enucleation): Cohort 2 (Plaque Brachytherapy): Tumor Shrinkage and Eye Preservation Tumor Shrinkage and Visual Improvement Product of Apical Height and Largest Basal Diameter Product of Apical Height and Largest Basal Diamet
Slide 12: Darovasertib Ph2/3 Registrational Trial Designs in MUM & Neoadjuvant UM
Darovasertib Ph2/3 Registrational Trial Designs in MUM & Neoadjuvant UM Broad opportunity to address unmet need in MUM and Save the Eye and Protect Vision in Neoadjuvant UM Metastatic Uveal Melanoma Ph2/3 Registrational Trial1 Median Median PFS OS Phase 2 Phase 3 Δ Daro + Crizo Primary Endpoints (BI
Slide 13: MAT2A Inhibition is Synthetic Lethal with MTAP-Deletion
MAT2A Inhibition is Synthetic Lethal with MTAP-Deletion MAT2A Strategies to address MTAP-/- Prevalence in ~15% of all Solid Tumors MTAP-MAT2A Synthetic Lethality Biology Robust monotherapy activity in lung, urothelial and gastric PDX MTAP-/- Gastric MTAP-/- Urothelial Mean Tumor Volume (mm3) ± S.E.M
Slide 14: IDE397: Phase 2 Potential First-in-Class MAT2A Inhibitor
IDE397: Phase 2 Potential First-in-Class MAT2A Inhibitor ~48k U.S. Annual Incidence in MTAP-Deletion NSCLC and Urothelial Cancer High Unmet Need: No FDA-Approved Therapies for MTAP-Deletion Solid Tumors U.S. Annual Incidence in Priority Tumor Types U.S. Annual Incidence in Potential Expansion Tumor
Slide 15: Best Response by RECIST (% change from baseline)
IDE397 + Trodelvy® Urothelial Cancer MTAP-Deletion Patients (n=16) 33% ORR at Dose Level 1 (DL1) and 57% ORR at Dose Level 2 (DL2) by RECIST 1.1 Best Response by RECIST 1.1 ORR by RECIST 1.1, n (%) 40.00% * Best Response by RECIST (% change from baseline) DL1 = IDE397 15 mg QD + Trodelvy® 10 mg/kg D
Slide 16: RECIST (% change from baseline)
IDE397 + Trodelvy® Urothelial Cancer Patients, Efficacy Evaluable Subjects Preliminary Durability with Deeper and More Rapid Responses vs. IDE397 Monotherapy Spider Plot of IDE397 + Trodelvy Combo in MTAP Urothelial Cancer (n=16) DL1 = IDE397 15 mg QD + Trodelvy® 10 mg/kg RECIST (% change from basel
Slide 17: IDE397 Phase 1/2 Clinical Development Plan in MTAP-Deletion Solid Tumors
IDE397 Phase 1/2 Clinical Development Plan in MTAP-Deletion Solid Tumors Clinical Strategic Focus on High Conviction Rational Combinations IDE397 is strategically well positioned to evaluate both monotherapy and clinical IDE397 – Clinical Profile combinations in MTAP-deletion solid tumors Exposure-d
Slide 18: IDE849 (SHR-4849): Phase 1 DLL3 TOP1i ADC
DLL3 IDE849 (SHR-4849): Phase 1 DLL3 TOP1i ADC First-in-Class Potential and Targeting Lineage Survival Oncogene Activity IDE849 (SHR-4849) potential Robust activity in DLL3+ CDX/PDX with exceptional first-in-class/best-in-class linker/payload stability in circulation Deep regressions observed in DLL
Slide 19: DLL3 Expression is Upregulated in a Broad Range of Solid Tumor Types
DLL3 Expression is Upregulated in a Broad Range of Solid Tumor Types >100k Potential Addressable Population in the US Alone Table of DLL3 Upregulated Addressable US Population: Expression Solid Tumors SCLC and NETs only 32% Tumor US Incidence DLL3 Expressed, Addressable US Type (2024), 000 % Populat
Slide 20: IDE849 (SHR-4849): Phase 1 Tumor Response in SCLC
IDE849 (SHR-4849): Phase 1 Tumor Response in SCLC 2.4 mg/kg 3.0 mg/kg 3.5 mg/kg 4.2 mg/kg Total (≥2.4 mg/kg) 2L Setting All 2L Setting All 2L Setting All 2L Setting All 2L Setting All (n=10) (n=19) (n=8) (n=18) (n=16) (n=31) (n=1) (n=3) (n=35) (n=71) ORR, n (%; 8 (80.0%; 14 (73.7%; 6 (75.0%; 12 (66.
Slide 21: IDE849 (SHR-4849): Phase 1 PFS in SCLC
IDE849 (SHR-4849): Phase 1 PFS in SCLC Total (≥2.4 mg/kg) 2L Setting All (n=42) (n=86) Events, n (%) 8 (19.0%) 22 (25.6%) Median (95% CI), months NR (4.4-NR) 6.7 (4.4-NR) 93.3% 83.3% 3-month rate, % (95% CI) (75.2-98.3) (71.0-90.7) 59.0% 55.3% 6-month rate, % (95% CI) (31.2-78.8) (37.8-69.7) 21 PFS,
Slide 22: IDE849 (SHR-4849): Potential First-in-Class DLL3 TOP1i ADC
IDE849 (SHR-4849): Potential First-in-Class DLL3 TOP1i ADC IDEAYA Clinical Development Plan IDE849 Monotherapy Dose Escalation and Expansion Dose Escalation Expansion Cohort: SCLC Expansion Cohort: NETs IDE849 Combination with IDE161/PARG IDE849 + IDE161: SCLC and NETs • Potential monotherapy path i
Slide 23: Development Candidates: IDE892 and IDE034 INDs Cleared with IDE574 IND Targeted in Q4'25
Development Candidates: IDE892 and IDE034 INDs Cleared with IND for IDE574 Targeted in Q4’25 IDE892: PRMT5iMTA IDE034: B7H3/PTK7 Bispecific ADC IDE574: Dual KAT6/KAT7 Inhibitor MTA-templated target Robust pathway Dual potency design Strong and selective cellular αB7-H3 αPTK7 challenge target binding
Slide 24: Building a Fully-Integrated Biotech in Precision Medicine Oncology
Building a Fully-Integrated Biotech in Precision Medicine Oncology Foundational Potential First-in-Class Clinical Pipeline and Drug Discovery Platform CLINICAL PROGRAMS DEVELOPMENT CANDIDATES PRECLINICAL PROGRAMS Ph 2/3 – Darovasertib (PKC) 1,2 Ph 2 – IDE397 (MAT2A) 1 Ph 1 – IDE849 (DLL3 ADC) 3 Mult
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