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Oric Pharmaceuticals (ORIC) investor relations material
Oric Pharmaceuticals 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pipeline overview and strategic focus
Two late-stage assets: rinzimetostat for prostate cancer and enozertinib for lung cancer, both advancing toward phase III trials in 2025-2026.
Cash runway extends into the second half of 2028, supporting key data readouts and trial initiations.
Management team has extensive experience in oncology drug development, contributing to operational resilience.
Both drugs target high unmet need populations with significant commercial potential.
Multiple clinical collaborations with major pharma partners for combination studies.
Rinzimetostat (prostate cancer) program
PRC2 inhibitor developed in combination with leading AR inhibitors (apalutamide, darolutamide).
Demonstrated higher PSA response rates and ctDNA clearance compared to standard AR inhibitors and competitor data.
Safety profile appears more favorable than competitor (Pfizer's mevrometostat), with less frequent and less intense toxicity.
Phase III study initiation expected in the first half of 2025, with primary data readout anticipated in the second half of 2027.
Dose optimization data for key patient populations to be disclosed in Q1 2025, focusing on efficacy and safety.
Enozertinib (lung cancer) program
Selective, brain-penetrant TKI targeting EGFR exon 20 and PACC mutations in non-small cell lung cancer.
Achieved 100% intracranial response rate in patients with measurable CNS disease, a key differentiator.
Systemic response rates match or exceed competitors, with strong activity in both frontline and pretreated settings.
Well-tolerated safety profile and phase III dose selected; new data expected in the second half of 2026.
Substantial commercial opportunity due to the size and unmet need of target populations.
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