Oric Pharmaceuticals (ORIC) Company presentation summary

Strategic focus and pipeline highlights

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

• Rinzimetostat has initiated its first global Phase 3 trial in post-abiraterone mCRPC, with additional Phase 3 trials under consideration.

• Enozertinib is rapidly progressing toward Phase 3 in first-line EGFR-mutant NSCLC, with key data readouts expected in 2H 2026.

• Both programs are positioned as potential best-in-class therapies, with strong preclinical and clinical data supporting efficacy and safety.

• Cash and investments of $388 million are expected to fund operations into the second half of 2028, covering key clinical milestones.

Clinical data and competitive positioning

• Rinzimetostat demonstrates superior in vitro potency and in vivo activity versus first-generation PRC2 inhibitors, with a favorable safety profile in combination with darolutamide.

• Early clinical data show strong PSA and ctDNA responses, promising radiographic progression-free survival, and a differentiated safety profile compared to competitors.

• Enozertinib shows high systemic and intracranial response rates in NSCLC patients with EGFR exon 20 and PACC mutations, including robust activity in patients with CNS metastases.

• Both agents are generally well tolerated, with most adverse events being Grade 1 or 2, supporting long-term dosing and patient adherence.

• Rinzimetostat and enozertinib are positioned to address large commercial opportunities, with initial US market potential exceeding $3.5 billion for prostate cancer and $2.5 billion for NSCLC.

Market opportunity and financial outlook

• Rinzimetostat targets a US annual incidence of ~17,000 post-abiraterone mCRPC patients, with a total addressable market over $3.5 billion and global potential of ~$7 billion.

• Enozertinib addresses ~10,000 NSCLC patients annually in the US, representing a $3–4 billion commercial opportunity, with no approved CNS-active therapies for these populations.

• Both programs have significant expansion potential into earlier disease settings and other solid tumors, further increasing addressable markets.

• The company’s financial position supports continued development through key Phase 3 readouts and potential regulatory submissions.

• Strategic collaborations with major industry partners (e.g., Johnson & Johnson, Bayer) enhance clinical development and future commercialization prospects.