Oric Pharmaceuticals (ORIC) investor relations material

Pipeline and program updates

• Lead programs focus on small molecule drug development for solid tumors, specifically prostate and lung cancer, with both in dose optimization and aiming for phase 3 starts next year.

• ORIC-944, a PRC2 inhibitor for prostate cancer, shows improved drug properties and a differentiated safety profile compared to competitors, with a 20-hour half-life supporting once-daily dosing.

• Early data for ORIC-944 in combination with AR inhibitors show higher PSA response rates and less severe toxicity than Pfizer's Mezigdomide.

• ORIC-114 targets multiple lung cancer mutations and is differentiated by safety, tolerability, and CNS activity, with substantial data readouts expected in the next year.

• Both programs are well-funded, with cash runway extending beyond phase 3 data readouts.

Clinical development and milestones

• Dose optimization for ORIC-944 is ongoing, with pivotal phase 3 study in CRPC planned for the first half of next year.

• Incremental data updates for ORIC-944 are expected in the second half of this year, with a major update in Q1 2026 including early durability data.

• Phase 3 trial design will mirror successful competitor studies, focusing on radiographic PFS as the primary endpoint and enrolling 600–800 patients.

• For ORIC-114, three lung cancer cohorts will read out in the second half of this year, with additional first-line data and a pivotal study planned for next year.

• A supply agreement with J&J enables a differentiated combination trial for ORIC-114 and imivantamab, with early data expected mid-2026.

Competitive positioning and market opportunity

• ORIC-944 is positioned to follow Pfizer’s Mezigdomide by 18–24 months, targeting a large prostate cancer market with potential for 35–40% market share as a second entrant.

• Differentiation is expected through improved efficacy and safety profiles, especially in toxicity and CNS activity for lung cancer.

• The company is prepared to independently execute phase 3 studies, with flexibility in AR inhibitor selection based on safety and supply agreements.

• Strategic interest in both prostate and lung cancer programs is high, with potential for expansion into additional indications.

• Multiple data milestones and pivotal trial initiations are set for the next 6–12 months, supporting investor attention.