IDEAYA Biosciences Inc (NAS:IDYA)
$ 36.28 +1.43 (+4.1%) Market Cap: 3.49 Bil Enterprise Value: 2.85 Bil PE Ratio: 0 PB Ratio: 3.40 GF Score: 55/100

IDEAYA Biosciences Virtual Fireside Chat Hosted by Evercore ISI Transcript

Feb 23, 2026 / 05:00PM GMT
Release Date Price: $32.11 (+0.41%)
Editor

Portions of this transcript marked (technical difficulty) indicate audio problems. The missing text will be supplied if a replay becomes available.

Yujiro Hata
IDEAYA Biosciences Inc - President, Chief Executive Officer, Director

I would see next is a portfolio of assets in the ADC space. I would say probably most attention is to our DLL3 (inaudible). 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 now, we did present a very robust single-agent activity as an oral presentation at the (inaudible) long conference last September. Beyond that, we also have a deep pipeline in MTAP deletion.

We have 2 clinical assets here, both PRMT5 and MAT2A. We think a lot of interesting opportunities, both as monotherapy as well as combination. Also, as I think both of you have been following a lot of interesting intersections between RAS and MTAP as well. And then lastly, CAT6/7. So IDE574 has now entered Phase I. We think a

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