Oric Pharmaceuticals (ORIC) Goldman Sachs 45th Annual Global Healthcare Conference summary

Pipeline overview and strategy

• Focused on small molecule therapies for solid tumors, especially lung, prostate, and breast cancers.

• Pipeline built through both internal discovery and opportunistic in-licensing of validated targets.

• Lead programs are ORIC-114 (brain-penetrant TKI for EGFR/HER2 mutations) and ORIC-944 (PRC2 inhibitor for prostate cancer).

• ORIC-613, a PLK4 inhibitor, is IND-ready and developed internally.

ORIC-114 clinical development and differentiation

• ORIC-114 addresses key limitations of current EGFR exon 20 therapies: CNS activity, reduced wild-type and off-target toxicities.

• Phase I-B data at ESMO showed efficacy in heavily pretreated patients, including those with active brain metastases.

• Confirmed responses observed in both EGFR and HER2 exon 20 populations, with notable CNS responses.

• Two provisional RP2Ds (80 mg and 120 mg daily) selected; dose expansion ongoing in three cohorts.

• Data update expected in the first half of next year; registrational studies planned for the second half.

Competitive landscape and market positioning

• Amivantamab is currently the only approved drug for EGFR exon 20, but has limitations (IV administration, wild-type toxicity, limited CNS activity).

• ORIC-114 aims to differentiate as an oral, brain-penetrant TKI with a favorable safety profile.

• Potential for accelerated approval via single-arm studies in populations with high unmet need.

• Expansion into HER2 exon 20 and EGFR atypical mutations, which together represent a significant patient population.