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 exon 20 and atypical mutations), both nearing Phase 3 initiation.

• Rinzimetostat targets high unmet need in post-abiraterone mCRPC, with Phase 3 trial (Himalayas-1) set for 1H 2026 and a $3.5B+ US market opportunity.

• Enozertinib is positioned as a best-in-class, brain-penetrant TKI for NSCLC, with strong systemic and CNS activity, and Phase 3 data expected in 2H 2026.

• Both programs are supported by collaborations with major pharma companies and a robust financial position, with $420M in cash funding operations into 2H 2028.

Clinical data and competitive differentiation

• Rinzimetostat shows superior in vitro and in vivo potency, favorable safety, and strong efficacy in combination with darolutamide, with landmark rPFS and PSA responses in mCRPC.

• Early clinical data indicate rinzimetostat has a differentiated safety profile versus competitors, with most adverse events being Grade 1 or 2, enabling long-term dosing.

• Enozertinib demonstrates high systemic and intracranial response rates in NSCLC patients with EGFR exon 20 and PACC mutations, including those with active brain metastases.

• Enozertinib’s clean kinome profile and tolerability support its potential as a best-in-class agent, with low discontinuation rates and strong CNS efficacy.

Market opportunity and financial outlook

• Rinzimetostat and enozertinib together address multiple blockbuster opportunities, with initial US market potential exceeding $3.5B for each program and significant future upside in additional indications.

• Rinzimetostat’s addressable market in post-abiraterone mCRPC is estimated at $3.5B in the US and $7B globally, with potential expansion into earlier prostate cancer settings.

• Enozertinib targets a $3–4B US market in NSCLC patients lacking approved CNS-active agents, addressing ~9,000 patients annually.

• The company’s cash position is expected to fund operations through key clinical milestones, including Phase 3 readouts.