Summary of Oric Pharmaceuticals FY Conference Call Company Overview - **Company**: Oric Pharmaceuticals (NasdaqGS:ORIC) - **Industry**: Clinical stage oncology - **Focus Areas**: Prostate cancer, lung cancer, and breast cancer [2][3] Key Programs 1. **Rinzimetostat (ORIC-944)**: - Allosteric PRC2 inhibitor targeting prostate cancer in combination with AR inhibitors (apalutamide and darolutamide) [2][3] - Phase III study expected to start in the first half of 2026 [3][4] - Early clinical data shows promising PSA response rates and favorable safety profile compared to Pfizer's data [5][17] 2. **Enosertinib**: - EGFR inhibitor with high potency on exon 20 and PAK mutations [3][43] - Demonstrated 100% overall response rate in patients with measurable disease, including those with untreated brain metastases [43] Market Opportunity - **Prostate Cancer**: - Large patient population with significant unmet needs; over $11 billion in sales for ARPi inhibitors last year [23][24] - Potential to reverse resistance to current therapies and extend treatment duration [24][25] - **Lung Cancer**: - High prevalence of CNS metastases in lung cancer patients, making CNS activity a critical differentiator for enosertinib [43][44] Competitive Landscape - **Rinzimetostat vs. Mevrometostat**: - Rinzimetostat is positioned as a potentially best-in-class PRC2 inhibitor with better drug properties, including solubility and half-life [11][12] - Early data suggests lower rates of gastrointestinal and hematological toxicities compared to competitors [17] - **Enosertinib's Differentiation**: - Focus on CNS activity and less off-target toxicities compared to competitors [43][44] Upcoming Milestones - **Rinzimetostat**: - Q1 update with data from 20-25 patients expected, focusing on PSA50, PSA90, safety, and tolerability [38][39] - Phase III study initiation in the first half of 2026 [3][38] - **Enosertinib**: - Continued evaluation of monotherapy and combination strategies, with updates expected in the second half of 2026 [48][49] Investor Considerations - The stock's performance is closely tied to the outcomes of the MEVPRO-1 study and the company's own data releases [53][56] - Rinzimetostat is viewed as a potential blockbuster if it demonstrates differentiation in safety and efficacy [58] Conclusion Oric Pharmaceuticals is strategically positioned in the oncology space with promising drug candidates targeting significant unmet needs in prostate and lung cancers. The upcoming data releases and competitive positioning will be critical for investor confidence and stock performance moving forward.

Summary of ORIC Pharmaceuticals Conference Call Company Overview - ORIC Pharmaceuticals is a clinical-stage oncology company focused on overcoming resistance in cancer, particularly in prostate, lung, and breast cancer [2][3] Key Programs - **ORIC-944**: An allosteric PRC2 inhibitor for prostate cancer, expected to start a Phase III study in the first half of 2026 [2][7] - **Enozertinib (ORIC-114)**: A selective brain-penetrant EGFR inhibitor targeting exon 20 and PACC mutations, with updates expected in the second half of 2026 [3][34] Competitive Landscape - Pfizer's **Mevrometostat** showed a PFS of 14.3 months in prostate cancer, which ORIC aims to match or exceed with their own data [5][6] - ORIC's early data showed a PSA 50 response of 40% compared to Pfizer's 34%, indicating a potentially better efficacy profile [6][10] Safety and Efficacy - ORIC believes that safety is a significant differentiator in prostate cancer treatments, with their program showing fewer adverse events compared to Pfizer's [10][13] - The company does not believe it needs to be differentiated in efficacy due to the large market and unmet needs in prostate cancer [11][12] Market Opportunity - The metastatic CRPC market is estimated to have 30,000-40,000 patients annually in the US, with a significant portion having prior exposure to AR inhibitors [25][26] - The potential market opportunity for ORIC's treatments in the post-abi setting is estimated at $3.5 billion [28] Financial Position - ORIC raised $244 million in mid-2025, providing a cash runway into the second half of 2028, which covers the costs of the first Phase III study [24][46] - The company is well-capitalized and does not require a corporate partner to initiate the first Phase III study [22][23] Future Plans - An update on dose optimization data for ORIC-944 is expected in Q1 2026, with a focus on PSA responses and safety [15][17] - ORIC plans to evaluate which AR inhibitor (apalutamide or darolutamide) to use in the Phase III study based on data from the Q1 update [19][20] Enozertinib Development - ORIC plans to continue investing in enozertinib, with a focus on CNS activity, which is a significant unmet need in lung cancer [35][36] - The company aims to differentiate itself in the EGFR market, which is competitive and requires best-in-class inhibitors [39][40] Conclusion - ORIC Pharmaceuticals is positioned to capitalize on significant market opportunities in oncology, with a strong focus on safety and efficacy in its drug development programs. The company is financially stable and prepared to advance its clinical trials without immediate need for external partnerships.

Summary of Oric Pharmaceuticals FY Conference Call (December 03, 2025) Company Overview - Oric Pharmaceuticals is a clinical stage oncology company focused on overcoming resistance in cancer, specifically targeting prostate cancer, lung cancer, and breast cancer [2][3] Key Accomplishments in 2025 - Two data updates on ORIC-944, an allosteric PRC2 inhibitor for prostate cancer - Upcoming significant update on ORIC-114 at ESMO Asia - Successfully raised capital, providing a cash runway into the second half of 2028 [3] ORIC-944 Developments - ORIC-944 is being studied in combination with apalutamide and daralutamide for prostate cancer - Recent data showed PSA 50 response rate of 40% and PSA 90 response rate of 20%, slightly outperforming Pfizer's data [5][8] - Safety profile of ORIC-944 is favorable, with significantly lower rates of on-target toxicity compared to Pfizer's agent [5][9] Market Context and Competition - The prostate cancer market is substantial, with multiple AR inhibitors (enzalutamide, apalutamide, daralutamide) generating significant revenues [7][21] - Even if ORIC-944 enters the market later, there is ample opportunity due to the large patient population [22] Future Plans for ORIC-944 - Phase 3 study planned for the first half of 2026, focusing on post-ABI and post-ARPI patient populations [17][18] - The company aims to retain operational control while considering potential partnerships in the future [23] ORIC-114 Developments - ORIC-114 targets EGFR exon 20 mutations in lung cancer, with a focus on CNS activity, which is a key differentiator [26] - Upcoming data presentations at ESMO Asia will include results from various patient populations, with benchmarks set for response rates [30][31] Market Opportunity for ORIC-114 - The lung cancer market for targeted therapies remains significant, with unmet needs in specific mutation subsets [33] - The potential patient population for ORIC-114 is estimated at 10-12,000 annually in the U.S., indicating a multi-billion dollar market opportunity [34] Conclusion - Oric Pharmaceuticals is well-positioned with promising data for both ORIC-944 and ORIC-114, targeting large and unmet needs in oncology - The company is strategically planning its next steps while maintaining a focus on safety and efficacy to differentiate its products in competitive markets [22][34]

Summary of Oric Pharmaceuticals FY Conference Call Company Overview - **Company**: Oric Pharmaceuticals (NasdaqGS:ORIC) - **Industry**: Clinical stage oncology - **Mission**: Overcoming Resistance in Cancer - **Focus Areas**: Prostate cancer, lung cancer, and breast cancer - **Clinical Programs**: - **ORIC-944**: Allosteric PRC2 inhibitor for prostate cancer in combination with apalutamide and daralutamide - **ORIC-114**: Selective brain penetrant EGFR HER2 exon 20 program for non-small cell lung cancer [2][3] Financial Position - **Cash and Investments**: $436 million as of Q2, providing a runway into the second half of 2028, assuming success in clinical programs [3] Clinical Development Insights - **ORIC-944**: - Targets AR-dependent tumors transitioning to AR-independent states, aiming to resensitize them to AR inhibitors [4] - Clinical data from competitors (e.g., Pfizer) shows significant improvements in progression-free survival (PFS) with PRC2 inhibitors [6][7] - Pfizer's data indicated a tripling of PFS benefit in certain patient populations, validating the mechanism [7][8] - **Physician Feedback**: - Positive feedback on the randomized control study by Pfizer, indicating a promising profile for new agents in prostate cancer [10][11] - **Comparative Data**: - ORIC-944 shows higher PSA response rates and better safety profiles compared to Pfizer's mevrometostat [13][14] - ORIC-944 designed specifically for prostate cancer with optimized drug properties [14][15] Market Opportunity - **Prostate Cancer Market**: - Significant unmet need with a large patient population; existing AR inhibitors generated $11 billion in sales last year [16][17] - Even with a similar profile to competitors, the market opportunity remains substantial due to the high number of patients [17][18] Phase III Trials - **Timeline**: Planning to start the first phase III study in the first half of next year, approximately 18 months behind Pfizer [18][32] - **Patient Population**: Focus on post-abiraterone patients, with expectations for FDA labeling to reflect this [33][34] EGFR Program (ORIC-114) - **Upcoming Updates**: Data expected at ESMO Asia, focusing on three patient populations: EGFR exon 20, HER2 exon 20, and EGFR atypical [38] - **Benchmarks**: Expected response rates of 35% for EGFR exon 20 and atypicals, and 50% for HER2 exon 20 in second-line settings [39] Combination Therapy - **Amivantamab Collaboration**: Exploring combination therapy with Amivantamab, leveraging its success in classical EGFR settings [42][43] - **Rationale**: Aiming for dual inhibition of EGFR to manage safety and potentially extend PFS and overall survival [43] Conclusion - Oric Pharmaceuticals is positioned to capitalize on significant market opportunities in oncology, particularly in prostate cancer and lung cancer, with promising clinical data and a strong financial position to support ongoing and future trials. The company is focused on differentiating its therapies through optimized drug properties and strategic collaborations.