2026-01-13 18:47Summary of ORIC Pharmaceuticals FY Conference Call Company Overview - Company Name: ORIC Pharmaceuticals (NasdaqGS:ORIC) - Industry: Oncology - Mission: Overcoming Resistance in Cancer, focusing on developing therapies for cancer patients [2][3] Key Pipeline Assets - Rinsey-Metastat: A PRC2 inhibitor for prostate cancer, expected to have a phase three data readout in the second half of 2027 [3][11] - Enosertinib: A brain-penetrant TKI for lung cancer, targeting EGFR exon 20 and PAC mutations, with a phase three dose selected [5][35] Financial Position - Cash Runway: Well-funded with cash runway extending into the second half of 2028, allowing for continued development of both pipeline assets [3][11] Clinical Development Highlights Rinsey-Metastat - Combination Studies: Being developed in combination with apalutamide (J&J) and daralutamide (Bayer) [4][7] - Safety Profile: Demonstrated a differentiated safety profile compared to competitors, which is crucial for long-term dosing [8][29] - Efficacy Data: - Confirmed PSA response rates of 40% for PSA 50 and 20% for PSA 90, significantly higher than expected rates for AR inhibitors alone [24] - ctDNA clearance rate of 59%, indicating strong activity [26][27] Enosertinib - CNS Activity: Achieved a 100% intracranial objective response rate (ORR) in patients with measurable disease, highlighting its potential in treating CNS metastases [10][33] - Patient Enrollment: Allowed patients with active untreated CNS metastases, which is uncommon in competitor studies [34] Competitive Landscape - Main Competitor: Pfizer's mevrometostat, which has shown promising results but comes with higher toxicity [6][28] - Market Opportunity: The prostate cancer market is substantial, with AR inhibitors generating $11 billion in global revenue [16][17] Future Milestones - Phase 3 Studies: Expected to initiate one or two phase 3 studies within the year for both Rinsey-Metastat and Enosertinib [46] - Data Releases: Anticipated data from dose optimization studies in Q1 2026, focusing on efficacy and safety [50] Additional Insights - Long-term Durability: The combination of Rinsey-Metastat with AR inhibitors aims to extend the durability of treatment, addressing a significant unmet need in prostate cancer [17][19] - Broader Applications: Potential future development of PRC2 inhibitors in other cancers, including lung and breast cancer [30] Conclusion - ORIC Pharmaceuticals is positioned to make significant advancements in oncology with its innovative pipeline, particularly in addressing unmet needs in prostate and lung cancer, while maintaining a strong financial position to support its development efforts [46]