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IDYABullishIndustry Newsnews

High materiality7/10

IDYA's ESMO 2026 data reinforce darovasertib-crizotinib potential in uveal melanoma

Oct 19, 2026, 6:44 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Positive phase 2/2-3 signals with cross-HLA status efficacy, NDA timing under RTOR, and a strategic international licensing deal; could drive earnings revisions and upside in IDEAYA shares.

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IDEAYA reports updated OptimUM data ahead of ESMO 2026, showing darovasertib plus crizotinib delivering meaningful activity across metastatic uveal melanoma regardless of HLA-A*02:01 status. OptimUM-02 suggests added first-line benefit in HLA-A*02:01-negative disease, while OptimUM-09 neoadjuvant results indicate enhanced eye preservation. An NDA submission is targeted in 2H2026 under RTOR, with Servier’s international rights shaping potential revenue milestones.

OptimUM-01/OptimUM-02 data at ESMO 2026 show darovasertib + crizotinib activity across HLA-A*02:01 status.
1L OptimUM-01: PFS 7.4 months, OS 27.1 months in 13 treatment-naïve patients; ORR 36.4%.
1L OptimUM-02: 1L HLA-A*02:01-negative PFS ~6.9 months vs ICT ~3.1 months.
OptimUM-09 neoadjuvant: ~80% tumor shrinkage; 57% eye preservation; RTOR NDA planned in 2H 2026.
Servier secures exclusive rights outside US; NDA submission target and RTOR program highlight near-term catalysts.

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