IDEAYA Biosciences Inc At Barclays Lunchtime Fireside Chat Series Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Peter Lawson - Barclays - Analyst : Well, I think the fundamental logic of the kind of the uveal and MAT2A and of course, also Park, which is kind of interesting, thanks to the story that's emerging. I'm maybe the first question would be just around the your R&D Day yesterday, kind of what you found interesting or what investors find interesting, I know we can and in drilling the new MAT2A combinations and also the fact that you're leaning into the AI machine learning side of the story, which is really intriguing. So Craig, great to get your take as well,

Question: Peter Lawson - Barclays - Analyst : Perfect. Thank you, David. So again, to your point that PKC inhibitor, so just the combination now is really intriguing recover. And of course, I was intrigued by kind of the data sets you're seeing. So I wonder if you can talk through kind of what you what you saw it as low. And it's kind of the highlights around that data set. And then we can kind of deep dive into the registrational strategies for the HLAA. two negative and positive patient?

Question: Peter Lawson - Barclays - Analyst : But I think that and then I guess the registrational pathway for the A2 negative patients is, I guess, relatively straightforward, at least from my perspective, what should we be thinking about regards to Wednesday unless you get accelerated approval, when could you complete the Phase 2 portion and kind of what you really need to show the full approval?

Question: Peter Lawson - Barclays - Analyst : How would that doubling of PFS flow through to kind of OS benefit as well?

Question: Peter Lawson - Barclays - Analyst : But then how should we be thinking about the A2 positive population and kind of, I guess, that decision that physicians would lead to kind of put a patient on your trial versus contract?

Question: Peter Lawson - Barclays - Analyst : and what would you need to show for compendia NCCN listing. I assume that would be the approach you take gaining a two negative approval and then kind of POSITIVE would be through listings.

Question: Peter Lawson - Barclays - Analyst : Good job. And then as we think about kind of metastatic cutaneous melanoma, kind of how how would the treatment paradigm fit in there with them above for success?

Question: Peter Lawson - Barclays - Analyst : Can you get to the next updates we should be thinking about for your PKC inhibitor?

Question: Peter Lawson - Barclays - Analyst : Thank you. And I'd love to pivot over to your MAT2A inhibitor. Just I guess, initially, the rationale to use went to A. versus PRMT5 nice and tap deleted, Tim? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. DECEMBER 05, 2023 / 5:00PM, IDYA.OQ - IDEAYA Biosciences Inc At Barclays Lunchtime Fireside Chat Series

Question: Peter Lawson - Barclays - Analyst : I mean, I know you're targeting the MAT2A interference, right, but you've got the combination just to the rationale for taking that approach in the MTAP deleted tumors.

Question: Peter Lawson - Barclays - Analyst : which that that's really helpful. Are there other ADCs we should be thinking about? I assume it's toxin related.

Question: Peter Lawson - Barclays - Analyst : Thank you. And then the initial data we've seen from these MDA cooperative PRMT5 inhibitors is kind of does that how do you kind of view that as a good bar feel for yourself for your MAT2A inhibitor

Question: Peter Lawson - Barclays - Analyst : Yes, Justin, that's really helpful. Do you think I mean is bladder as well as a combination therapy. Just any other any other indications where you think it could be potentially monotherapy and which ones you think could be combination therapy?

Question: Peter Lawson - Barclays - Analyst : Could you do you think PRMT5 as well just ends up to be a combination agent and do you have other things beyond MAT2A, it could turn bond?

Question: Peter Lawson - Barclays - Analyst : I think I've got a couple of questions around Epoch inhibitors. So you re seeing a couple of responses? And are there any anything about those patient types of mutations, et cetera, that kind of point to kind of a route to market or why you're seeing responses there?

Question: Peter Lawson - Barclays - Analyst : Good, thank you. And I guess kind of final a couple of questions around what are the next steps, I guess the other obvious one is around differentiation of your Parkinson's versus other ones that have been developed ourselves?

Question: Peter Lawson - Barclays - Analyst : Perfect with that and really appreciate the time or the bundling ourselves. It was Pleasure speaking, to you. And tomorrow, we've got D1 and duvelisib as fireside chat. So I'd love to close. I think it's my Terrific.