IDEAYA Biosciences, Inc. (IDYA) Discusses Pipeline Progress and Upcoming Data Readout in Uveal Melanoma and ADC Programs Transcript

SA Transcripts158.57K FollowersFollow5ShareSaveCommentsQ4: 2026-02-17 Earnings SummaryPlay CallPlay Call10-KEPS of -$0.94 beats by $0.01 | Revenue of $10.88M (55.37% Y/Y) beats by $4.93M IDEAYA Biosciences, Inc. (IDYA) Discusses Pipeline Progress and Upcoming Data Readout in Uveal Melanoma and ADC Programs February 23, 2026 12:00 PM EST Company Participants Yujiro Hata - Founder, President, CEO & DirectorDarrin M. Beaupre - Chief Medical OfficerJoshua Bleharski - Chief Financial OfficerMichael White - Chief Scientific Officer Conference Call Participants Umer Raffat - Evercore ISI Institutional Equities, Research Division Presentation Yujiro HataFounder, President, CEO & Director Thank you so much to you and Evercore for hosting this fireside chat today with the IDEAYA management team. So IDEAYA Biosciences, we're a leading precision medicine oncology company. We have 9 programs in the clinic. So a very deep and diversified portfolio. Umer, as you know, our most advanced program is Darovasertib, which is now currently in 2 Phase III randomized studies, one in the first-line metastatic uveal melanoma indication and then next in the neoadjuvant indication, we're looking to launch our third Phase III study this half. Obviously, very much in focus is our upcoming guidance around our top line results for the first-line metastatic melanoma setting here. The primary endpoint is median progression-free survival, and I'm sure we'll talk more about that today. But beyond that, we have a very deep pipeline. I would say next is a portfolio of assets in the ADC space. I would say probably most attention is to our DLL3 TOP1 ADC, IDE849. We are guiding towards a clinical data update on that program by the end of the year. And we believe this molecule does have the potential to be a best-in-class asset. As both you, Umer and John know, we did present a very robust single-agent activity as an oral presentation at the World Cancer Lung Conference last September. Beyond that, we also have a deep pipeline in MTAP-deletion. We have 2