Oric Pharmaceuticals (ORIC) investor relations material

Program updates and clinical data

• Lead programs focus on small molecule drug development for prostate and lung cancer, both in dose optimization and targeting phase III studies in 2026.

• ORIC-944 showed strong efficacy and safety in combination with AR inhibitors, with a 20-hour half-life differentiating it from competitors.

• ctDNA clearance was observed in 60% of patients, significantly higher than historical controls, indicating potential for improved PFS and de-risking phase III design.

• Activity was consistent across AR mutations, supporting an all-comer patient strategy.

• Safety profile is favorable, with lower rates and severity of on-target toxicities compared to competitors, supporting advancement into earlier lines of therapy.

Forward-looking plans and regulatory strategy

• Dose optimization data for 20-25 patients will be presented in Q1 next year, focusing on PSA responses, safety, and early durability.

• Regulatory discussions in early 2026 will use dose optimization data from two CRPC cohorts to define the pivotal phase III study.

• The first phase III study is set to start in the first half of next year, with a primary readout expected in the second half of 2027.

• Market opportunity in metastatic CRPC is estimated at $3.5 billion per cohort in the US, with potential for significant market share even without differentiation.

• Strong relationships with potential pharma partners are maintained, with ongoing updates shared.

Pipeline expansion and additional indications

• Preclinical work is ongoing to justify PRC2 inhibitor use in other cancers, such as hormone receptor-positive breast cancer and KRAS-mutant lung or colorectal cancer.

• ORIC-114, targeting non-small cell lung cancer, will have a comprehensive data update at ESMO Asia, including first-line and second-line cohorts.

• ORIC-114's CNS penetration is expected to improve PFS and durability, especially in patients with brain metastases.

• Combination studies with amivantamab are ongoing, with data expected mid-next year; pivotal study for ORIC-114 planned for the second half of 2026.

• Cash position of $413 million provides runway into the second half of 2028, covering both pivotal studies and top-line data readouts.