Oric Pharmaceuticals (ORIC) Jefferies Global Healthcare Conference 2026 summary

Program overviews and clinical focus

• Two lead programs are advancing toward phase III: rinzimetostat for prostate cancer and enasertib for non-classical EGFR-mutant lung cancer, both with best-in-class potential.

• Rinzimetostat is a PRC2 inhibitor combined with androgen receptor inhibitors; enasertib is a brain-penetrant TKI targeting CNS activity.

Regulatory and safety updates

• Recent Fulcrum data on secondary malignancy risk in sickle cell disease has limited implications for rinzimetostat due to differences in disease context and risk-benefit profiles.

• No malignancy observed in preclinical or clinical studies of rinzimetostat to date, with over 100 patients treated.

• FDA has approved the phase III protocol, dose, and prerequisites for the HIMALAYAS-1 study after extensive discussions, including on secondary malignancy risk.

Phase III study timelines and design

• HIMALAYAS-1 phase III study for rinzimetostat in prostate cancer is set to start imminently, with top-line results expected in early 2028 (18-20 months from start).

• The study will enroll 600 patients, comparing rinzimetostat plus darolutamide to physician's choice of ARPi switch or chemotherapy.