Oric Pharmaceuticals (ORIC) Company presentation summary

Strategic focus and pipeline advancement

• Advancing two late-stage clinical programs: rinzimetostat (PRC2 inhibitor for prostate cancer) and enozertinib (EGFR inhibitor for NSCLC with EGFR exon 20 and PACC mutations), both targeting high unmet needs and large market opportunities.

• Both programs are approaching Phase 3 initiation, with anticipated data milestones in 2026 and a cash runway projected into the second half of 2028.

• Rinzimetostat is being developed in combination with AR inhibitors for mCRPC, with strong preclinical and clinical data supporting best-in-class potential.

• Enozertinib is prioritized for first-line NSCLC, showing robust systemic and CNS activity, and is being evaluated in combination with SC amivantamab through a collaboration with Johnson & Johnson.

• The management team brings extensive oncology development and commercialization experience from leading biopharma companies.

Rinzimetostat clinical and commercial highlights

• Demonstrates superior potency and tolerability compared to first- and second-generation PRC2 inhibitors, with strong efficacy in combination with AR inhibitors in mCRPC.

• Phase 1b data show broad and deep PSA and ctDNA responses, with a high ctDNA clearance rate versus standard of care, and a favorable safety profile.

• Commercial opportunity in prostate cancer exceeds $7 billion in the US, with potential expansion into earlier disease settings and other solid tumors.

• Ongoing and planned trials target both post-abiraterone and post-AR inhibitor mCRPC populations, with future development in MCSPC, breast, colon, and lung cancers.

• Rinzimetostat’s combination with AR inhibitors compares favorably to competitor regimens in efficacy and safety.

Enozertinib clinical and commercial highlights

• Designed for high selectivity and brain penetrance, enozertinib addresses the unmet need for CNS-active therapies in EGFR exon 20 and PACC mutant NSCLC.

• Phase 1b data show best-in-class systemic and intracranial response rates in both previously treated and first-line patients, including those with active brain metastases.

• Well-tolerated safety profile with predominantly Grade 1-2 adverse events and low discontinuation rates, especially at the 80 mg dose.

• Commercial opportunity estimated at $3.0–$3.5 billion annually in the US, targeting ~9,000 NSCLC patients lacking approved CNS-active agents.

• Multiple registrational paths are planned, including monotherapy and combination regimens, with additional data expected in 2H 2026.