Oric Pharmaceuticals (ORIC) Guggenheim’s Inaugural Healthcare Innovation Conference summary

Company overview and pipeline focus

• Focuses on overcoming resistance in cancer, targeting prostate, lung, and breast cancers.

• Pipeline built through internal research and opportunistic business development.

• Two clinical programs: ORIC-114 (EGFR/HER2 inhibitor) and ORIC-944 (PRC2 inhibitor).

ORIC-114 clinical progress and differentiation

• ORIC-114 targets EGFR/HER2 exon 20 mutations in lung cancer, showing CNS penetration and activity in heavily pretreated patients.

• Demonstrated systemic and CNS responses, including a complete response in a patient with active brain metastasis.

• Dose expansion cohorts initiated in Q2 2024 for EGFR exon 20, HER2 exon 20, and EGFR atypical mutations.

• Differentiation based on enrolling patients with active brain metastases, unlike competitors.

• Plans to report on all three expansion cohorts in 2025 and select RP2D for potential registration study in the second half of 2025.

Competitive landscape and unmet needs

• ORIC-114 aims to address unmet needs in patients with brain metastases, a group often excluded from competitor trials.

• HER2 exon 20 lung cancer space has active competitors, but ORIC-114 is designed for CNS penetration and specificity.

• Preclinical data suggest strong activity against atypical EGFR mutations, a larger and underserved population.