PresentationAll right. Let's go ahead and get started. Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Anupam Rama. I'm one of the senior biotech analysts here at JPMorgan. I'm joined by my Squad, [ Rati Pinhe ], Priyanka Grover and Joyce Zhou. So, our next presenting company is ORIC and presenting on behalf of the company, we have CEO, Jacob Chacko.Jacob ChackoPresident, CEO & Director Thank you, Anupam. It's my pleasure to speak to you today about ORIC Pharmaceuticals and ...

Core Insights - ORIC Pharmaceuticals announced promising Phase 1b data for rinzimetostat and enozertinib, indicating potential best-in-class efficacy and safety in treating metastatic castration-resistant prostate cancer (mCRPC) and non-small cell lung cancer (NSCLC) respectively [1][2][4] - The company raised $244 million from healthcare specialist funds, providing a cash runway into the second half of 2028, which supports ongoing clinical trials and potential commercialization efforts [1][8] - Multiple clinical data readouts for rinzimetostat and enozertinib are expected in 2026, ahead of the initiation of several registrational trials [1][2] Rinzimetostat Highlights - Rinzimetostat is a potent and selective allosteric inhibitor of PRC2, showing significant PSA responses and ctDNA reductions in mCRPC patients [3][5] - In combination with darolutamide and apalutamide, 55% of patients achieved a PSA50 response, and 20% achieved a PSA90 response, with rapid ctDNA responses observed [5] - The safety profile of rinzimetostat in combination regimens is favorable, with most treatment-related adverse events being Grade 1 or 2 [5] Enozertinib Highlights - Enozertinib is a brain-penetrant inhibitor targeting EGFR exon 20 and EGFR PACC mutations, demonstrating competitive systemic and intracranial activity in NSCLC patients [4][11] - The Phase 1b trial reported a 67% overall response rate (ORR) in EGFR exon 20 and an 80% ORR in EGFR PACC, with 100% intracranial ORR in patients with measurable CNS disease [11] - A clinical trial collaboration with Johnson & Johnson was announced to evaluate enozertinib in combination with amivantamab for first-line treatment of NSCLC patients [11] Financial Position - As of September 30, 2025, ORIC's cash, cash equivalents, and investments totaled $413 million, expected to fund operations into the second half of 2028 [8] - The company has strengthened its cash position through a private placement and an at-the-market program throughout 2025 [11] Upcoming Milestones - For rinzimetostat, the company plans to report combination dose optimization data in Q1 2026 and initiate the first global Phase 3 trial in mCRPC in the first half of 2026 [11] - For enozertinib, monotherapy data for EGFR exon 20 and PACC is anticipated in the second half of 2026 [11]