The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Greg Renza - RBC Capital Markets - Analyst
: Certainly, a great deal going on the platform, on the partnerships, and certainly, the leader, the most advanced programs. And maybe we can just
start with daro while there's so much to talk about on synthetic lethality and your presence with multiple assets in the clinic and more coming.
Daro is really providing a line of sight to a very interesting market when it comes to uveal melanoma and also metastatic uveal melanoma. Maybe
it's easier to just walk us through that market opportunity. Where the needs are, and where daro and criz can actually fit in?
Question: Greg Renza - RBC Capital Markets - Analyst
: Okay, great. And you mentioned a launch in this space. I'm certainly interested in just daro's differentiation.
But before we get to that, what are you learning from contract's performance? It's certainly some healthy revenues, certainly some patient impact
that's worth mentioning. How is this informing that potential for daro itself?
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MAY 16, 2023 / 3:00PM, IDYA.OQ - IDEAYA Biosciences Inc at RBC Capital Markets Global Healthcare
Conference
Question: Greg Renza - RBC Capital Markets - Analyst
: That's very helpful. Great. And maybe just stepping back, just talking a bit about the MOA of daro and how that actually synergizes with Pfizer's
[because] that's certainly an important piece, especially we haven't hepatic involvement.
Question: Greg Renza - RBC Capital Markets - Analyst
: Yeah, maybe we can walk through that a bit. Just with respect to those updates more recently, just putting that ORR and the PFS into context with
historical benchmarks with trials that have investigator choice, and maybe that's a good segue to talk about the upcoming trials as well.
Question: Greg Renza - RBC Capital Markets - Analyst
: And on that, we have been certainly waiting for that regulatory alignment to come over the last month or so, and it happened. I just want to ask
you to walk through some of those key areas of alignment to get to that potential accelerated approval. And well, a great deal of discussion on
regulatory views on accelerating drugs for approval is certainly in the backdrop here. But certainly many, many key features that come out favorable
for IDEAYA and for patients.
Question: Greg Renza - RBC Capital Markets - Analyst
: And then the plan to encompass the positive patients, how is the program laying out to that effect?
Question: Greg Renza - RBC Capital Markets - Analyst
: Great, and you mentioned the inclusion of ipi, nivo as a comparator. And it's always helpful to hear you and Darrin talk through the impacts, the
opportunity. Just remind us of the inclusion of ipi, nivo for that comparator. How it could've sort of a factor or at least an impact, whether it's
enrollment, whether it's how we should view benchmark?
Question: Greg Renza - RBC Capital Markets - Analyst
: Great. And maybe just walk us through here just to on the neo and the adjuvants. And how daro sets up for success in opening up that uveal
opportunity?
Question: Greg Renza - RBC Capital Markets - Analyst
: Great. And before we move on to other assets, maybe you could just provide just a layout of what we can look for when it comes to program
updates for the daro programs just over the next, next year.
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consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
MAY 16, 2023 / 3:00PM, IDYA.OQ - IDEAYA Biosciences Inc at RBC Capital Markets Global Healthcare
Conference
Question: Greg Renza - RBC Capital Markets - Analyst
: That's great.
Question: Greg Renza - RBC Capital Markets - Analyst
: That's great. And now Paul and Yujiro, when we talk, we acknowledge that we could wake up in a year, and a day, it looks like a different company
just given how these clinical assets are maturing in the INDs that you have goals on.
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MAY 16, 2023 / 3:00PM, IDYA.OQ - IDEAYA Biosciences Inc at RBC Capital Markets Global Healthcare
Conference
So maybe we can just spend the last few minutes just talking about some of those that you introduced at the time. Just with respect to 397 just
the rationale of combining with the Amgen 193, and what you're seeing based on that preclinical data as well as the path forward?
Question: Greg Renza - RBC Capital Markets - Analyst
: That's great. But we can certainly keep the conversation going but looks like we're out of time. Yujiro and Paul, thanks you so much.
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