Oric Pharmaceuticals (ORIC) 44th Annual J.P. Morgan Healthcare Conference summary

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.