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IDEAYA Biosciences Announces Successful FDA Type C Meeting for IDE849, DLL3 TOP1 ADC, on Phase 3 Registrational Trial Design for Potential Accelerated and Full Approval in Extensive Stage Small Cell Lung Cancer

(Neutral)
(Positive)

IDEAYA Biosciences (NASDAQ: IDYA) reported a successful FDA Type C meeting that informed the planned design of a global randomized Phase 3 registrational trial of IDE849, a DLL3-targeting TOP1 antibody-drug conjugate, in extensive stage small cell lung cancer (ES‑SCLC) with prior tarlatamab treatment.

IDEAYA is targeting Phase 3 initiation by year-end 2026, enrolling ~400 ES‑SCLC patients randomized 1:1 to IDE849 monotherapy versus investigator’s choice (topotecan or amrubicin). The primary endpoint for potential accelerated approval will be ORR by blinded independent central review; median overall survival will serve as the primary endpoint for potential full approval.

Ongoing Phase 1 work is evaluating 2.4 mg/kg and 3.5 mg/kg IV Q3W to select the recommended Phase 3 dose. IDE849 is also being studied in combinations with AstraZeneca’s Imfinzi and IDEAYA’s PARG inhibitor IDE161 to inform a potential first‑line SCLC Phase 3 trial design.

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Positive

  • Successful FDA Type C meeting supports IDE849 Phase 3 trial design in ES-SCLC
  • Planned global Phase 3 trial to enroll ~400 ES-SCLC patients randomized 1:1
  • Clear registrational endpoints: ORR by BICR for accelerated and median OS for full approval
  • Ongoing dose evaluation at 2.4 mg/kg and 3.5 mg/kg IV Q3W to define RP3D
  • Combination studies with Imfinzi and IDE161 exploring potential first-line SCLC strategy

Negative

  • None.

Market Context

Tag-specific history recorded an average move of 0.97% across five clinical-trial events, adding a c...
Analysis

Tag-specific history recorded an average move of 0.97% across five clinical-trial events, adding a company-specific comparison to this FDA Type C meeting. The effective S-3ASR shelf and Net Selling insider sentiment are risks to monitor alongside Phase 3 execution.

Key Figures

Phase 3 initiation target: year-end 2026 Target enrollment: approximately 400 patients Randomization: 1:1 +4 more
7 metrics
Phase 3 initiation target year-end 2026 ES-SCLC registrational study
Target enrollment approximately 400 patients Phase 3 ES-SCLC study
Randomization 1:1 Treatment versus investigator's choice
Expansion dose 2.4 mg/kg and 3.5 mg/kg IV Q3W IDE849 Phase 1 dose escalation
Clinical data population 100 ES-SCLC and NEC patients Data updates at ESMO 2026
ES-SCLC annual incidence approximately 34,000 patients Estimated annual U.S. incidence
NEC annual incidence approximately 19,000 patients Estimated annual U.S. incidence

Previous Clinical trial Reports

5 past events · Latest: Jul 27 (Positive)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 27 Phase 1/2 expansion Positive +3.9% Initiated Part 2 monotherapy expansion in the IDE892 Phase 1/2 study.
Jun 15 Phase 1/2 combination Positive +4.3% Enrolled the first patient in an IDE892 combination trial.
Jun 01 Phase 2/3 data Positive -1.8% Reported complete OptimUM-02 data showing improved clinical outcomes versus investigator's choice.
Apr 30 NDA submission Positive +3.7% Initiated the planned FDA real-time oncology review submission process.
Apr 21 ASCO presentation Neutral -5.3% Announced a late-breaking oral presentation of complete Phase 2/3 data.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Tag-specific clinical-trial announcements produced three positive and two negative 24-hour reactions, indicating mixed historical follow-through.

Key Terms

overall response rate, blinded independent central review, recommended phase 3 dose, antibody drug conjugate
4 terms
overall response rate medical
"The primary endpoint for accelerated approval will be overall response rate"
Overall response rate is the percentage of patients in a clinical study whose measurable disease shrinks or disappears after receiving a treatment. Investors watch it like a product’s “hit rate” because higher response rates can signal a drug’s effectiveness, boost chances of regulatory approval and market demand, and affect a company’s future revenue prospects, similar to how a higher batting average suggests a more reliable player.
blinded independent central review medical
"overall response rate (ORR) by blinded independent central review (BICR)"
Blinded independent central review is a quality-control step in clinical trials where outside medical experts, who do not know which patients received the experimental therapy, re-examine key measurements (like scans or lab results) to prevent bias. Think of it as neutral referees watching game footage without knowing the teams, which gives investors greater confidence that the trial results are fair, more reliable for regulators, and less likely to be overturned or disputed.
antibody drug conjugate medical
"targeting Topo-I-payload antibody drug conjugate (ADC)"
An antibody drug conjugate is a targeted medical treatment that combines a special antibody with a powerful drug, allowing precise delivery of the medicine directly to cancer cells or other harmful cells in the body. For investors, it represents a sophisticated approach to therapy that could improve treatment effectiveness and reduce side effects, potentially leading to significant growth opportunities in the biotech and pharmaceutical sectors.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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  • Based on FDA Type C meeting, targeting to initiate a randomized Phase 3 registrational trial for IDE849 monotherapy by year-end 2026 in ES-SCLC, with ORR by BICR as the primary endpoint for potential accelerated approval and median OS as the primary endpoint for potential full approval
  • Dose evaluation ongoing of 2.4mg/kg and 3.5 mg/kg IV Q3W to determine the RP3D
  • Target enrollment for the Phase 3 study will be ~400 ES-SCLC patients, randomized 1:1 treatment vs. investigator's choice
  • Clinical data updates for IDE849 in 100 ES-SCLC and NEC patients by partner Hengrui at ESMO 2026 and the IDEAYA sponsored Phase 1/2 clinical trial in ES-SCLC and NEC in Q4 2026 to support a potential best-in-class profile
  • IDE849 is being evaluated in clinical combinations with PDL1 and IDEAYA's PARG inhibitor IDE161 to determine a potential 1L SCLC Phase 3 registrational trial design

SOUTH SAN FRANCISCO, Calif., Aug. 31, 2026 /PRNewswire/ -- IDEAYA Biosciences, Inc. (NASDAQ: IDYA), a precision medicine oncology company committed to the discovery and development of targeted therapeutics, announced a successful FDA Type C meeting to determine the Phase 3 registrational trial design for IDE849, a potential best-in-class delta-like ligand 3 (DLL3)-targeting Topo-I-payload antibody drug conjugate (ADC), in extensive stage small cell lung cancer (ES-SCLC). IDEAYA is targeting to initiate the Phase 3 registrational study in ES-SCLC by year-end 2026.

"Based on the FDA Type C meeting, we are targeting to initiate a randomized Phase 3 registrational study for IDE849 monotherapy in extensive stage small cell lung cancer to enable a potential accelerated approval and full approval in one seamless study design," said Yujiro S. Hata, President and Chief Executive Officer, IDEAYA Biosciences. "We also look forward to the clinical data updates at ESMO 2026 and later this year from our company sponsored clinical trial in ES-SCLC and NEC to support a potential best-in-class profile."

The anticipated enrollment target for the IDEAYA-sponsored global Phase 3 registrational study is approximately 400 ES-SCLC patients with prior tarlatamab treatment. The study will be randomized 1:1 between the treatment and an investigator's choice control arm that will include topotecan and ambrucin. The primary endpoint for accelerated approval will be overall response rate (ORR) by blinded independent central review (BICR) and the primary endpoint for full approval will be median overall survival. The secondary endpoints will include median duration of response by BICR, progression free survival, safety, among others.

IDEAYA has an ongoing multi-site global Phase 1 clinical trial for IDE849 in DLL3 upregulated solid tumor indications, including SCLC, and neuroendocrine carcinomas (NEC) (NCT07174583). The study is enrolling patients globally, including in North America, Europe, Australia, South America, and Asia. In this ongoing Phase 1 dose escalation study, IDE849 is currently evaluating the expansion doses of 2.4 mg/kg and 3.5 mg/kg IV once every 3-weeks (Q3W) to determine the recommended Phase 3 dose (RP3D).

In addition, IDE849 is being evaluated in clinical combination study with AstraZeneca's PDL1 inhibitor Imfinzi, and IDEAYA's potential first-in-class Phase 1 PARG inhibitor, IDE161, to determine a potential first-line (1L) SCLC Phase 3 registrational trial design. IDE161 prevents the removal of poly(ADP-ribose) chains generated by PARP during the DNA damage response, leading to persistent PARylation and impaired resolution of DNA repair complexes. Together with TOP1-payload ADCs, this unique mechanism-of-action results in sustained TOP1 cleavage complexes and the accumulation of DNA damage that delivers enhanced anti-tumor activity. We believe this potential first-in-class combination has the potential to enhance durability of IDEAYA's TOP1-payload based ADC pipeline, including IDE849 and IDE034 (Phase 1 B7H3/PTK7 Bispecific TOP1 ADC).

DLL3 has been reported to be upregulated in multiple solid tumor types, including in SCLC, NEC and melanoma, among others. IDEAYA estimates the annual incidence of SCLC and NEC in the United States is approximately 34,000 and 19,000 patients, respectively. DLL3 has limited extracellular expression in normal tissues, making it a promising potential therapeutic target in these solid tumors, for which there remains significant unmet medical need.

About IDEAYA Biosciences

IDEAYA is a precision medicine oncology company committed to the discovery and development of targeted therapeutics for patient populations selected using molecular diagnostics. IDEAYA's approach integrates capabilities in identifying and validating translational biomarkers with drug discovery to select patient populations most likely to benefit from its targeted therapies. IDEAYA is applying its research and drug discovery capabilities to synthetic lethality – which represents an emerging class of precision medicine targets.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other applicable securities laws. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including, but not limited to, statements regarding IDEAYA's interpretation of, and the anticipated regulatory implications arising from, feedback received during the FDA Type C meeting for IDE849; the potential design, initiation, timing, enrollment, conduct and completion of a randomized Phase 3 registrational trial evaluating IDE849 monotherapy in patients with extensive-stage small cell lung cancer previously treated with tarlatamab (Imdelltra); the potential for such trial to support accelerated approval based on overall response rate by blinded independent central review and subsequent full approval based on median overall survival; the anticipated size, randomization, treatment arms, control therapies and endpoints of the Phase 3 trial; the evaluation of doses and the timing and selection of a recommended Phase 3 dose; the timing, availability, content and significance of clinical data updates from Hengrui and IDEAYA-sponsored clinical trials, including anticipated presentations at ESMO 2026 and clinical data updates in the fourth quarter of 2026; the potential safety, efficacy, tolerability, durability, clinical activity and therapeutic benefits of IDE849, including its potential best-in-class profile; the development and evaluation of IDE849 in combination with Imfinzi and IDE161; the potential design and initiation of a Phase 3 registrational trial in first-line small cell lung cancer; the potential first-in-class profile and mechanism of action of IDE161; the potential for IDE161 to enhance the activity or durability of IDEAYA's TOP1-payload ADC pipeline, including IDE849 and IDE034; the prevalence and therapeutic relevance of DLL3 expression across solid tumors; and the potential clinical and regulatory development of IDE849, IDE161 and IDE034.

Such forward-looking statements are based on IDEAYA's management's current expectations, assumptions and beliefs and involve risks, uncertainties, and other factors that could cause actual results, including those related to IDEAYA's clinical programs, regulatory activities, commercial activities and performance or achievements, to differ significantly or materially from those expressed or implied by the forward-looking statements.

Such risks and uncertainties include, among others, risks relating to the FDA's feedback from regulatory meetings is preliminary and nonbinding, and the FDA may subsequently require modifications to the proposed Phase 3 trial design, endpoints, patient population, statistical analysis plan or regulatory strategy, or may require additional clinical or nonclinical data or one or more additional trials; the FDA may determine that overall response rate does not support accelerated approval or that the trial results do not verify clinical benefit or support full approval; IDEAYA may experience delays in selecting a recommended Phase 3 dose or initiating, enrolling, conducting or completing clinical trials; clinical trial results, including interim, preliminary or topline results, may not be reproduced in later trials or may not support further development or regulatory approval; IDE849, IDE161 or IDE034 may not demonstrate the safety, efficacy, tolerability, durability, clinical activity or differentiated profile anticipated; combination therapies may result in unexpected toxicities or may not demonstrate additive or synergistic clinical benefit; data may be delayed, incomplete, inconsistent or unfavorable; regulatory authorities may not accept IDEAYA's proposed development or approval strategies; and IDEAYA may encounter difficulties arising from patient enrollment, clinical-site activation, drug supply, manufacturing, competition, reliance on third parties and other factors. For a further description of risks and uncertainties that could cause actual results to differ from those expressed in or implied by these forward-looking statements, as well as risks relating to IDEAYA's business generally, is included in IDEAYA's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K, filed on February 17, 2026, subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.

Forward-looking statements speak only as of the date of this press release, and IDEAYA undertakes no obligation to update or revise any forward-looking statements contained herein to reflect any change in expectations, new information, subsequent events or circumstances, or otherwise, except as required by law.

Investor and Media Contact
IDEAYA Biosciences
Joshua Bleharski, Ph.D.
Chief Financial Officer
investor@ideayabio.com

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/ideaya-biosciences-announces-successful-fda-type-c-meeting-for-ide849-dll3-top1-adc-on-phase-3-registrational-trial-design-for-potential-accelerated-and-full-approval-in-extensive-stage-small-cell-lung-cancer-302864315.html

SOURCE IDEAYA Biosciences, Inc.

FAQ

What did IDEAYA Biosciences (NASDAQ: IDYA) announce about IDE849 on August 31, 2026?

IDEAYA announced a successful FDA Type C meeting guiding a planned Phase 3 registrational trial of IDE849 in extensive stage small cell lung cancer. According to IDEAYA, the study will target accelerated and full approval within a single randomized design using ORR and overall survival endpoints.

What is the design of the planned IDE849 Phase 3 trial in ES-SCLC for IDYA shareholders?

The planned Phase 3 trial will randomize about 400 ES-SCLC patients with prior tarlatamab 1:1 to IDE849 versus investigator’s choice. According to IDEAYA, topotecan and amrubicin will comprise the control arm, with ORR by BICR and median OS as primary registrational endpoints.

What are the primary endpoints for IDE849’s potential accelerated and full FDA approval in ES-SCLC (IDYA)?

For accelerated approval, the primary endpoint will be overall response rate by blinded independent central review. For full approval, the primary endpoint will be median overall survival. According to IDEAYA, secondary endpoints will include duration of response, progression-free survival, and safety outcomes.

When does IDEAYA plan to start the IDE849 Phase 3 registrational study for ES-SCLC (NASDAQ: IDYA)?

IDEAYA is targeting initiation of the randomized Phase 3 registrational study in extensive stage small cell lung cancer by year-end 2026. According to IDEAYA, the trial will build on ongoing Phase 1 dose evaluation and will enroll approximately 400 previously treated ES-SCLC patients globally.

What dose levels of IDE849 are being evaluated before the Phase 3 trial for IDYA?

IDEAYA is evaluating IDE849 at 2.4 mg/kg and 3.5 mg/kg intravenously every three weeks in an ongoing Phase 1 trial. According to IDEAYA, these expansion doses will inform selection of the recommended Phase 3 dose for the planned ES-SCLC registrational study.

How is IDEAYA combining IDE849 with other therapies like Imfinzi and IDE161 (IDYA)?

IDEAYA is studying IDE849 in combination with AstraZeneca’s PD-L1 inhibitor Imfinzi and its own PARG inhibitor IDE161. According to IDEAYA, these combinations aim to define a potential first-line SCLC Phase 3 trial design by exploiting complementary DNA damage and TOP1-targeting mechanisms.

What cancer patient populations could IDE849 target according to IDEAYA Biosciences (IDYA)?

IDEAYA notes DLL3 is upregulated in several solid tumors, including SCLC, neuroendocrine carcinomas, and melanoma. According to IDEAYA, estimated annual U.S. incidence is about 34,000 SCLC and 19,000 NEC patients, where limited DLL3 expression in normal tissues makes DLL3 a promising therapeutic target.