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Rinzimetostat Phase 3 dose and cash runway update from ORIC (NASDAQ: ORIC)

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

ORIC Pharmaceuticals reported updated Phase 1b dose optimization data for rinzimetostat (ORIC-944), its PRC2 inhibitor, in metastatic castration-resistant prostate cancer, and is advancing a 400 mg once-daily dose into Phase 3 in combination with darolutamide.

The 400 mg regimen showed strong prostate-specific antigen (PSA) responses in post-abiraterone patients, with 47% achieving PSA50 and 33% achieving confirmed PSA50, alongside broad and deep PSA declines. Safety data across post-abiraterone and broader post-ARPI populations showed most treatment-related adverse events were Grade 1–2, no Grade 5 events, and only 6–11% Grade 3 events at 400 mg, supporting long-term dosing and adherence.

Exposure–response analyses across 113 patients found no correlation between higher exposure and better efficacy, but higher exposure was associated with more toxicity and dose modifications, reinforcing 400 mg as the recommended Phase 3 dose. Early landmark radiographic progression-free survival rates compared favorably to competitor regimens while using a lower-intensity schedule. The company also highlighted a second late-stage candidate, enozertinib (ORIC-114), and reported cash and investments of about $392 million as of December 31, 2025, plus roughly $20 million raised afterward, providing runway into the second half of 2028.

Positive

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Negative

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Insights

Rinzimetostat advances to Phase 3 with a cleaner safety profile and solid early activity, backed by cash runway into 2H28.

Rinzimetostat’s 400 mg once-daily dose in combination with darolutamide showed a favorable balance of efficacy and tolerability in post-abiraterone and broader post-ARPI mCRPC. PSA50 responses of 47% (33% confirmed) in 15 post-abiraterone patients suggest meaningful antitumor activity in a pretreated setting.

Critically, exposure–response analyses across 113 patients showed no exposure–efficacy correlation, but higher exposure clearly increased Grade 2+ and Grade 3+ adverse events and dose modifications. That supports 400 mg as the RP3D, aiming to preserve efficacy while minimizing toxicity that can disrupt treatment continuity.

Early landmark rPFS for the 400 mg regimen compared favorably to competitor PRC2 combinations and enzalutamide monotherapy, while Grade ≥3 treatment-related events and dose reductions were substantially lower. Coupled with approximately $392 million in cash and investments plus about $20 million raised post quarter-end, the runway into 2H28 gives ORIC scope to execute planned registrational trials for both rinzimetostat and enozertinib before needing additional financing, though ultimate impact depends on forthcoming Phase 3 outcomes.

Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Post-abiraterone PSA50 rate 47% (7/15 patients) Rinzimetostat 400 mg QD plus darolutamide, PSA50 response; 33% confirmed
Rinzimetostat dataset size 113 patients Exposure–response analyses across single-agent and combination studies
Dose comparison 400 mg QD vs 600 mg QD 400 mg selected as RP3D based on lower toxicity and similar efficacy
Grade ≥3 TRAEs (benchmark) 36% and 49% Mevrometostat 875 mg and 1250 mg BID plus enzalutamide Grade ≥3 TRAEs
Grade ≥3 TRAEs (rinzimetostat) 6% Rinzimetostat 400 mg QD plus darolutamide Grade ≥3 TRAEs in one comparison
3‑month rPFS landmark 93% vs 92–92% Rinzimetostat 400 mg plus darolutamide vs mevrometostat regimens at 3 months
Cash and investments $392 million As of December 31, 2025
Additional ATM proceeds $20 million Net proceeds raised after quarter-end via ATM facility
metastatic castration-resistant prostate cancer medical
"Rinzimetostat in combination with darolutamide has been generally well tolerated in post-abiraterone mCRPC patients"
An advanced form of prostate cancer that has spread beyond the prostate to other parts of the body (metastatic) and no longer responds to treatments that lower male hormones designed to starve the tumor (castration-resistant). It matters to investors because it defines a high unmet medical need with limited treatment options, so clinical trial results, new drug approvals, or safety setbacks can sharply change the valuation and prospects of companies working in this area; think of it as a weed that has spread and become resistant to the usual weedkiller.
PSA50 medical
"PSA Response Data of Rinzimetostat 400 mg QD Plus Darolutamide PSA50 7/15 (47%) 5/15 (33%)"
A PSA50 is a clinical measure meaning a 50% or greater drop in the level of prostate‑specific antigen (PSA), a blood protein used to track prostate cancer activity. Investors watch PSA50 because it is an early, easy-to-measure sign that a treatment may be working; stronger or more frequent PSA50 responses in trials can boost confidence in a drug’s effectiveness, influence regulatory outlook and affect a company’s valuation.
radiographic PFS medical
"Radiographic PFS No correlation (Cmax, Cmin, 600 mg QD dose AUC)"
RP3D medical
"Rinzimetostat Exposure-Response Analyses Supports 400 mg QD as RP3D"
treatment-emergent adverse events medical
"TEAEs Attributed to Rinzimetostat Plus Darolutamide (≥10% Total Incidence)"
Events or symptoms that either appear for the first time or get worse after a patient starts a treatment; think of new or intensified side effects that show up once medicine or a medical device is used. Investors watch these closely because they affect whether a therapy can gain regulatory approval, be prescribed widely, or face legal and commercial setbacks—similar to how early customer complaints can sink a new product’s prospects.
PRC2 inhibitor medical
"Rinzimetostat (ORIC-944) Potential Prostate Cancer PRC2 inhibitor"
false 0001796280 0001796280 2026-03-31 2026-03-31
 
 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

FORM 8-K

 

 

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported)

March 31, 2026

 

 

ORIC Pharmaceuticals, Inc.

(Exact name of registrant as specified in its charter)

 

 

 

Delaware   001-39269   47-1787157

(State or other jurisdiction

of incorporation)

 

(Commission

File Number)

 

(IRS Employer

Identification No.)

240 E. Grand Ave, 2nd Floor

South San Francisco, CA 94080

(Address of principal executive offices, including zip code)

(650) 388-5600

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

 

Trading
Symbol(s)

 

Name of each exchange

on which registered

Common stock, par value $0.0001 per share   ORIC   The Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 
 


Item 8.01

Other Events.

ORIC Pharmaceuticals, Inc. (the “Company”) presented a rinzimetostat (ORIC-944) program update (the “Program Update”) on March 31, 2026. The Program Update covered recently announced dose optimization data from the Company’s Phase 1b trial of rinzimetostat. A presentation containing the data presented in the Program Update is attached as Exhibit 99.1 hereto and is incorporated herein by reference.

 

Item 9.01

Financial Statements and Exhibits.

(d) Exhibits.

 

Exhibit
Number
  

Description

99.1    Presentation
104    Cover Page Interactive Data File (embedded within the Inline XBRL document)


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

      ORIC PHARMACEUTICALS, INC.
Date: March 31, 2026     By:  

/s/ Christian V. Kuhlen

      Christian V. Kuhlen, M.D., J.D.
      General Counsel

Exhibit 99.1 Rinzimetostat Dose Optimization Data Update March 31, 2026


Forward-Looking Statements This presentation contains forward-looking statements that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this presentation, including statements regarding ORIC Pharmaceuticals, Inc.’s (“ORIC”, “we”, “us” or “our”) future financial condition, results of operations, business strategy and plans, and objectives of management for future operations, as well as statements regarding industry trends, are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potentially,” “predict,” “should,” “will” or the negative of these terms or other similar expressions. Forward-looking statements contained in this presentation also include, but are not limited to, statements regarding: the potential best-in-class profile of our product candidates; our development plans and timelines; the potential advantages of, and commercial opportunities for, our product candidates and programs; plans for the clinical trials and development of enozertinib (ORIC-114) and rinzimetostat (ORIC-944); enozertinib and rinzimetostat clinical outcomes, which may materially change as patient enrollment continues or more patient data becomes available; the expected timing of reporting data from our clinical trials; our anticipated milestones and clinical updates; and the period over which we estimate our existing cash and investments will be sufficient to fund our current operating plan. We have based these forward-looking statements largely on our current expectations and projections about future events and trends that we believe may affect our financial condition, results of operations, business strategy and financial needs. These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including, among other things: the timing of the initiation, progress and results of our preclinical studies and clinical trials; risks associated with the process of developing and commercializing drugs that are safe and effective for use in humans and operating as an early clinical stage company; negative impacts of health emergencies, economic instability or international conflicts on our operations, including clinical trials; the potential for current or future clinical trials of product candidates to differ from preclinical, initial, interim, preliminary or expected results; our ability to advance product candidates into, and successfully complete, clinical trials; the timing or likelihood of regulatory filings and approvals; changes in our plans to develop and commercialize our product candidates; our estimates of the number of patients who suffer from the diseases we are targeting and the number of patients that may enroll in our clinical trials; the commercializing of our product candidates, if approved; our ability to successfully manufacture and supply our product candidates for clinical trials and for commercial use, if approved; potential benefits and costs of strategic arrangements, licensing and/or collaborations; the risk of the occurrence of any event, change or other circumstance that could give rise to the termination of our license or collaboration agreements; our estimates regarding expenses, future revenue, capital requirements and needs for financing and our ability to obtain capital; the sufficiency of our existing cash and investments to fund our future operating expenses and capital expenditure requirements; our ability to retain the continued service of our key personnel and to identify, hire and retain additional qualified professionals; the implementation of our business model and strategic plans for our business and product candidates; the scope of protection we are able to establish and maintain for intellectual property rights, product candidates and our pipeline; our ability to contract with third-party contract research organizations, suppliers and manufacturers and their ability to perform adequately; the pricing, coverage and reimbursement of our product candidates, if approved; developments relating to our competitors and our industry, including competing product candidates and therapies; regulatory developments in the United States and foreign countries; general economic and market conditions; and the other risks, uncertainties and assumptions discussed in the public filings we have made and will make with the Securities and Exchange Commission (“SEC”). These risks are not exhaustive. New risk factors emerge from time to time and it is not possible for our management to predict all risk factors, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in, or implied by, any forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements. This presentation also contains estimates and other statistical data made by independent parties and by us relating to market size and other data about our industry. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such data and estimates. In addition, projections, assumptions and estimates of our future performance and the future performance of the markets in which we operate are necessarily subject to a high degree of uncertainty and risk. Except as required by law, we undertake no obligation to update any statements in this presentation for any reason after the date of this presentation. We have filed Current Reports on Form 8-K, Quarterly Reports on Form 10-Q, Annual Reports on Form 10-K, and other documents with the SEC. You should read these documents for more complete information about us. You may obtain these documents for free by visiting EDGAR on the SEC website at www.sec.gov. This presentation discusses our product candidates that are under preclinical or clinical study, and which have not yet been approved for marketing by the U.S. Food and Drug Administration. No representation is made as to the safety or effectiveness of our product candidates for the therapeutic use for which they are being studied. 2


Rinzimetostat Dose Optimization Data Update Agenda • Executive Summary • Preclinical Differentiation • Clinical Program Update and Next Steps – Selection of Phase 3 Dose – Preliminary Profile of Phase 3 Dose – Next Steps and Registrational Strategy • Commercial Potential for Himalayas-1 and Beyond • Q&A ORIC Participants • Jacob Chacko, Chief Executive Officer • Lori Friedman, Chief Scientific Officer • Pratik Multani, Chief Medical Officer • Matt Panuwat, Chief Business Officer • Dominic Piscitelli, Chief Financial Officer • Keith Lui, SVP Commercial and Medical Affairs 3


Executive Summary


Clinical Pipeline Focused on Advancement of Rinzimetostat and Enozertinib Discovery / Clinical Phase 3 Program Indication IND Enabling Phase 1/2 Pivotal / Phase 3 Collaboration Initiations PRODUCT CANDIDATES Himalayas-1 • Combination with darolutamide Expected in 1H 2026 Rinzimetostat Potential Prostate Cancer Himalayas-2 (ORIC-944) in 2027 PRC2 inhibitor • Combination with apalutamide • 1L monotherapy NSCLC (1) • 1L combination with SC amivantamab EGFR exon 20 • 1L combination with chemotherapy Enozertinib Potential Redwood-1 (ORIC-114) in 2027 EGFR inhibitor NSCLC • 1L monotherapy EGFR PACC Clinical-stage pipeline includes two potential best-in-class programs addressing large solid tumor market opportunities; Both programs approaching initiation of registrational trials Note: PACC – P-loop and alpha C-helix compressing. Abiraterone refers to abiraterone acetate. (1) Clinical collaboration with Johnson & Johnson to evaluate enozertinib in combination with amivantamab and hyaluronidase-lpuj subcutaneous injection (SC amivantamab) in patients with first-line NSCLC with EGFR exon 20 mutations. 5


Rinzimetostat Continues to Demonstrate Its Potential as a Best-In-Disease New Therapeutic Option for Prostate Cancer • PRC2 inhibitors have shown significant rPFS in mCRPC, comparing favorably to approved & emerging therapies • Rinzimetostat is a next-generation PRC2 inhibitor designed to have best-in-class drug properties • Rinzimetostat 400 mg QD with darolutamide selected as provisional RP3D for first Phase 3 ─ Highly competitive emerging efficacy profile (rPFS, PSA, ctDNA) supportive of durable clinical benefit ─ Highly differentiated, potential best-in-disease safety profile, with significantly lower frequency and severity of adverse events than competitor regimens, and conducive to long term dosing • First Phase 3 trial in post-abiraterone mCRPC expected to initiate in 1H26; additional trials under consideration • Post-abiraterone mCRPC is a significant unmet need and commercial opportunity, representing a $3.5bn total addressable market annually in the US with lack of oral and well-tolerated therapies Source: ORIC data on file. ©DRG 2025, Raval et al. J Clin Oncol (2025), Gebrael et al. J Clin Oncol (2025) and Schweizer et al. ASCO GU (2025). 6


PRC2 Inhibitors Are Associated with Significant Radiographic Progression-Free Survival in Post-ARPI mCRPC, Comparing Favorably to Available Therapies Therapies for 1L+ mCRPC (Post-ARPI) Treatment Status 5-Month rPFS Median rPFS (months) ® 60% Enzalutamide (Xtandi ) Approved 6.2 ® 65% 8.0 Cabazitaxel (Jevtana ) Approved ® 75% 8.3 Docetaxel (Taxotere ) Approved Lutetium Lu 177 vipivotide 75% 9.3 Approved ® tetraxetan (Pluvicto ) 80% to 84% ~12 to 14 Mevrometostat + Enzalutamide Phase 3 Starting 84% to 85% Not mature Rinzimetostat + Darolutamide Phase 3 PRC2 inhibitors in combination with an AR inhibitor have demonstrated much longer rPFS (key regulatory primary endpoint) than what has been reported with other approved and emerging therapies Source: Morris et al. Lancet (2024), Petrylak et al. J Clin Oncol (2025), de Wit et al. N Engl J Med (2019), Schweizer et al. ASCO GU (2025), Schweizer et al. ASCO (2024), and Matsubara et al. ASCO GU (2026). Note: Androgen receptor pathway inhibitor (ARPI) represents abiraterone, enzalutamide, apalutamide and darolutamide. Competitor rPFS percentages estimated from published data. All trademarks are the property of their respective registered owners. 7


Combination of Rinzimetostat + Darolutamide Compares Favorably to Competitor PRC2 Combination and to AR Inhibitor Monotherapy In Post-Abiraterone mCRPC Rinzimetostat Dose Optimization Update (March 2026) Mevrometostat 1250 mg BID Rinzimetostat 400 mg QD Enzalutamide Fasted + Enzalutamide + Darolutamide 78% 92% 93% 3-Month rPFS 70% 86% 84% 4-Month rPFS 60% 80% 84% 5-Month rPFS 15% 34% 33% PSA50 • Fatigue (43% / 3%) • Diarrhea (78% / 17%) • Fatigue (39% / 0%) • Nausea (25% / 0%) • Dysgeusia (59% / 0%) • Diarrhea (22% / 0%) • Anemia (23% / 3%) • Decreased appetite (59% / 0%) • Nausea (22% / 0%) • Diarrhea (18% / 0%) • Fatigue (56% / 5%) • Blood creatinine increased (17% / 0%) • Decreased appetite (18% / 0%) ) • Anemia (49% / 5% • Decreased appetite (11% / 0%) • Dysgeusia (8% / 0%) • Nausea (42% / 0%) • Anemia (11% / 0%) SAFETY • Alopecia (39% / 0%) • AE cutoff of ≥10% (All Grade / Grade ≥3) • Thrombocytopenia (29% / 2%); 2% Gr 4 • Neutropenia (22% / 7%); 2% Gr 4 • Vomiting (22% / 0%) • Arthralgia (22% / 0%) • Rash (20% / 2%) • AE cutoff of ≥20% Rinzimetostat + ARi safety profile compatible with long-term dosing, with the majority of AEs Grade 1, and no Grade 4/5 events Source: ORIC data on file. Enzalutamide and mevrometostat + enzalutamide data from Schweizer et al. ASCO GU (2025) and Matsubara et al. ASCO (2025). AEs <30% estimated from Matsubara et al. ASCO (2025). Note: Competitor rPFS percentages estimated from published data. PSA50 represents confirmed responses. Cross-trial comparison in previously treated mCRPC patients shown. Rinzimetostat + darolutamide efficacy data as of March 6, 2026, and TRAE 8 data as of January 16, 2026. Enzalutamide AEs represent TEAE cutoff >30% across both mevrometostat 1250 mg BID + enzalutamide and enzalutamide monotherapy.


Rinzimetostat Has the Potential to Address Multiple Large Market Opportunities in Prostate Cancer, with Several Development Opportunities in Other Solid Tumors Potential Rinzimetostat Commercial Opportunity (US Only) Future Development Opportunities 90,000 >$10 billion US Est. Annual US Incidence opportunity 80,000 mCRPC 70,000 37,000 (RLT, TCE, ADC Combo) 60,000 33,000 patients >$3.5 billion US NSCLC 50,000 45,000 (KRASi Combo) opportunity 40,000 CRC >$3.5 billion US 65,000 30,000 (KRASi Combo) opportunity 20,000 patients 20,000 Breast Cancer 220,000 10,000 (ERi Combo) 17,000 patients 0 mCRPC Post-Abiraterone mCRPC Post-AR Inhibitor mCSPC Rinzimetostat has the potential to address ~70,000 patients in the US with prostate cancer annually Source: ©DRG 2025, Swami et al. J Clin Oncol (2025), Raval et al. J Clin Oncol (2025), Gebrael et al. J Clin Oncol (2025), SEER Cancer Stat Facts: Female Breast Cancer Subtypes, and ORIC data on file. Note: Addressable market assumes current price of ARPIs for illustrative purposes. RLT – radioligand therapy; TCE – T-cell engager; ADC – antibody-drug conjugate. 9 Estimated Annual Incidence in the US


Preclinical Differentiation


Rinzimetostat: Next-Generation PRC2 Inhibitor Designed for Best-in-Class Drug Properties Potential Best-in-Class PRC2 Inhibitor Landscape in Prostate Cancer CPI-1205 Tazemetostat Mevrometostat Rinzimetostat st st nd rd Key Features (1 gen) (1 gen) (2 gen) (3 gen) Superior potency vs. st 1 gen programs across Cellular Potency Cellular Potency prostate cancer models ü Improved single agent and combination activity across In Vivo Activity In Vivo Activity prostate cancer models ü Strong Drug Strong Drug Higher and more consistent Properties clinical exposures Properties (PK, solubility, no CYP autoinduction)ü Sustained target coverage Long Clinical Long Clinical and QD dosing Half-Life Half-Life (~20-hour half-life) ü Development Status Discontinued Discontinued Phase 3 trials ongoing First Phase 3 initiation expected 1H 2026 Rinzimetostat is a potential best-in-class PRC2 inhibitor that addresses the limitations of earlier generation PRC2 inhibitors Source: Friedman et al. AACR (2024), Vaswani et al. J Med Chem (2016), Motwani et al. and Bradley et al. AACR-EORTC-NCI (2019), Schweizer et al. ESMO (2022), Italiano et al. Lancet (2018), and Harb et al. TAT (2018). Note: Drug properties include absorption, CYP profile and metabolism, pharmacokinetic (PK) and solubility profile. 11


Rinzimetostat Demonstrates Superior In Vitro Potency vs. First-Gen PRC2 Inhibitors In Vitro Potency in Prostate Cancer Cells LNCaP CWR22PC (AR-Positive Prostate Cancer Cells) (AR-Positive Prostate Cancer Cells) LNCaP (AR+ Cells) CWR22PC (AR+ Cells) 1.5 1.5 CPI-1205 CPI-1205 Tazemetostat Tazemetostat Mevrometostat Mevrometostat Rinzimetostat Rinzimetostat 1.0 1.0 0.5 0.5 0.0 0.0 0.01 1 100 10000 0.01 1 100 10000 Concentration (nM) Concentration (nM) Rinzimetostat demonstrates potency in AR+ prostate cancer cell lines comparable to mevrometostat and superior to tazemetostat and CPI-1205 Note: Head-to-head in vitro cell viability analysis with CellTiterGlo assay. 12 Cell Viability Cell Viability


PRC2 Epigenetic Dysregulation Plays a Key Mechanistic Role During the Progressive Reprogramming of Prostate Cancers Treated with AR Inhibitors PRC2 Role in Prostate Cancer AR Dependent Prostate Cancer AR Independent Prostate Cancer • Prostate cancer cells evade therapies by cellular reprogramming to an AR independent state • PRC2 inhibition can reverse or Castration sensitive Castration resistant Heterogeneous Lineage change prevent this process, such that prostate cancer cells regain or AR targeted therapies maintain AR dependency • Randomized data with PRC2 PRC2 inhibitors inhibitor + AR inhibitor Luminal cell state, reflects tissue of origin demonstrated significant PFS Pluripotent improvement Lineage Change Therapeutic potential of PRC2 inhibitors in prostate cancer is maximized in combination with AR inhibitors Source: Mu et al. Science (2017), Dardenne et al. Cancer Cell (2016), Davies et al. Nat Cell Biol (2021), Nouruzi et al. Nat Commun (2022), Goel et al. Semin Cancer Bio (2022), and Schweizer et al. ASCO GU (2025). 13


Rinzimetostat Increases AR Signaling and Induces Luminal State to Drive Synergy in Prostate Cancer Models Rinzimetostat Impact on AR Signaling Genes and Luminal Markers CRPC Model CSPC Model AR Signaling Genes Luminal Markers AR Signaling Genes Luminal Markers **** **** **** **** Rinzimetostat enhances AR signaling and luminal markers to restore a cell state which has enhanced sensitivity to AR inhibition, providing strong mechanistic rationale for clinical combination Note: C4-2 CRPC xenograft tumors grown in intact mice (left), and LNCaP CSPC in vitro cells treated for 14 days (right), were assessed by RNA-seq. Boxplots show average mean-centered expression of luminal markers (Daemen et al. AACR 2025) and AR signaling genes (Daemen et al. AACR 2024). Rinzimetostat vs. vehicle, weighted Stouffer test on DESeq2 results using inversed log2 fold change standard errors as weights: ****, p<0.0001. 14 Mean-centered Signature Score Increasing Hormone Dependency Increasing Hormone Dependency


Rinzimetostat Remodels Chromatin to Block Transcription Factor Sites that Drive Lineage Escape Rinzimetostat Impact on Accessibility to Lineage Escape Factors CRPC Model CSPC Model Less accessible More accessible Less accessible More accessible with rinzimetostat with rinzimetostat with rinzimetostat with rinzimetostat Differential Enrichment of Transcription Factor Motifs Differential Enrichment of Transcription Factor Motifs Rinzimetostat reduces accessibility to lineage escape factors in both CRPC and CSPC Note: Comparison of transcription factor motif accessibility based on ATAC-sequencing data in CRPC C4-2 intact xenografts (left) and CSPC LNCaP intact xenografts (right) treated with rinzimetostat + darolutamide vs. darolutamide. The accessibility change for every transcription factor motif and its associated p-value are calculated using TOBIAS [Bentsen et al., Nat Comm (2020)]. Motifs that are significantly more accessible following combination treatment are shown in dark orange; more 15 accessible motifs with darolutamide treatment are shown in blue. FOXA1:AR represents the FOXA1 motif juxtaposed to the AR half motif. -log10 (p-value) -log10 (p-value)


Rinzimetostat Increases Progression-Free Survival in Combination with Darolutamide in Prostate Cancer Xenograft Tumors Progression-Free Survival in Prostate Cancer Xenografts CRPC Model CSPC Model 100 100 Rinzimetostat + Rinzimetostat + Darolutamide Darolutamide Mevrometostat + Mevrometostat + Darolutamide Darolutamide Darolutamide Darolutamide 50 50 Vehicle Vehicle 0 0 0 10 20 30 40 10 20 30 40 Days Days Mevro + Rinzi + Mevro + Rinzi + Vehicle Daro Mevro Rinzi Vehicle Daro Mevro Rinzi Daro Daro Daro Daro Not Not Median PFS (days) 11 12.5 15.5 27 24.5 Median PFS (days) 18 25 21 19.5 28 Reached Reached Rinzimetostat combination with darolutamide improves progression-free survival in CRPC and CSPC settings in vivo Note: C4-2 CRPC model (left) grown in castrated mice and LNCaP CSPC (fast-growing clone) model (right) grown in intact mice. Darolutamide 50 mg/kg BID, mevrometostat 100 mg/kg BID, and rinzimetostat 100 mg/kg QD. No drug-related tolerability issues. Progression event for either tumor volume >800 mm3 or morbidity. 16 Progression-Free Survival (%) Progression-Free Survival (%)


Clinical Program Update and Next Steps Selection of Phase 3 Dose


Rinzimetostat Is Being Explored in Combination with Darolutamide and Apalutamide in Metastatic CRPC Phase 1b, Multicenter, Open-Label Trial (in Collaboration with Bayer and Johnson & Johnson) Rinzimetostat Combination Dose Exploration Rinzimetostat Combination Dose Optimization March 2026 Update Key Eligibility Candidate Rinzimetostat (QD) + Prior abiraterone • Patients with mCRPC RP3Ds darolutamide Rinzimetostat (QD) + darolutamide • Previously treated with an Prior enza, apa, daro ARPI (e.g., abiraterone, enzalutamide, apalutamide, or darolutamide) Prior abiraterone • May have received up to 1 Rinzimetostat (QD) + Rinzimetostat (QD) + line of chemotherapy apalutamide apalutamide • Allows other prior therapies Prior enza, apa, daro Primary endpoints: Safety and Recommended Phase 3 Dose Key secondary endpoints: rPFS, ORR, and DOR Exploratory endpoints: PSA, ctDNA, H3K27 trimethylation, PRC2 target gene expression, and genomics Dose optimization data reported in post-abiraterone mCRPC, with Phase 3 trial initiation expected in 1H 2026; ORIC continuing to evaluate rinzimetostat in combination with darolutamide and apalutamide in mCRPC patients Note: ClinicalTrials.gov identifier: NCT05413421. Rinzimetostat dosed in combination with approved doses of darolutamide (600 mg BID) and apalutamide (240 mg QD). RP3D – recommended Phase 3 dose; rPFS – radiographic progression free survival; ORR – objective response rate; DOR – duration of response: PSA – prostate-specific antigen; ctDNA – circulating tumor DNA. 18


Rinzimetostat Demonstrates a Favorable Pharmacokinetic and Pharmacodynamic Profile as a Single Agent and in Combination with Darolutamide Pharmacokinetic and Pharmacodynamic Profile Summary Rinzimetostat Pharmacokinetic Profile Rinzimetostat Pharmacodynamic Profile (Total Plasma Concentration) (H3K27me3 Inhibition in PBMCs) 200 mg 400 mg 600 mg 400 mg 600 mg 1000 Mono Mono Mono +Daro +Daro 200 400 600 400 600 0 -25 TARGET Cmin 90% TGI in vivo (single agent) -50 TARGET Cmin EC90 in vitro (combination) -75 600 mg QD (combination) 400 mg QD (combination) 100 600 mg QD (single agent) 400 mg QD (single agent) -100 Rinzimetostat Rinzimetostat + 0 4 8 12 16 20 24 Monotherapy Darolutamide Time (hours) • Increased exposure with dose, exceeding target Cmin for ~24h; • Maximal decrease (≥75%) in H3K27me3 achieved as no drug-drug interaction; half-life of ~20h supports QD dosing monotherapy and in combination with darolutamide Rinzimetostat pharmacokinetic and pharmacodynamic data were highly consistent as a single agent and in combination with darolutamide, and supportive of dose optimization of 400 mg and 600 mg QD Note: Left graph: Dashed lines represent the range of Cmin of the predicted human PK based on achieving 90% tumor growth inhibition in CDX in vivo prostate cancer models of rinzimetostat as a single agent and EC90 in CDX in vitro prostate cancer models of rinzimetostat in combination with an AR inhibitor, accounting for human and mouse species difference observed for plasma protein binding. Right graph: n=3 or 4 patients per group; monotherapy activity measured in monocytes derived 19 from PBMCs and combination activity measured in granulocytes derived from PBMCs. Error bars shown as SEM. PBMCs – peripheral blood mononuclear cells. Mean total plasma concentration (nM) at steady state (Cycle 2 Day 1) % mean change from baseline of H3K27me3/H3 (Cycle 1 Day 15)


Phase 1b Dose Optimization Trial Enrolled Heavily Pretreated Post-Abiraterone mCRPC Patients Demographics and Baseline Characteristics Rinzimetostat 400 mg QD Rinzimetostat 600 mg QD Characteristic + Darolutamide (n=18) + Darolutamide (n=15) Age, median (range), years 67 (51, 85) 77 (58, 91) Race, White / Black / Asian, % 56 / 33 / 6 67 / 27 / 0 ECOG Performance Status, 0 / 1, % 56 / 44 53 / 47 Gleason Score, <8 / ≥8 / unknown, % 6 / 67 / 28 33 / 40 / 27 Baseline PSA, median, ng/mL 26 12 Prior lines of therapy, median (range) 2 (1-4) 2 (1-4) Prior systemic therapy, n (%) Abiraterone 18 (100) 15 (100) Docetaxel 7 (39) 2 (13) Immune therapy 3 (17) 2 (13) PARP inhibitor 1 (6) 3 (20) Ra 223 3 (17) 0 Other 1 (6) 0 Metastases at baseline, n (%) Bone 15 (83) 12 (80) Lymph nodes 9 (50) 4 (27) Lung 1 (6) 3 (20) Patients previously treated with a median of two prior therapies, including abiraterone, docetaxel, and a variety of other approved and investigational treatment regimens Source: ORIC data on file as of January 16, 2026. Note: Immune therapy includes nivolumab, pembrolizumab, atezolizumab, and sipuleucel-T. Other therapies includes cabozantinib. Number of prior lines of therapy excludes background androgen deprivation therapy or first-generation AR inhibitors. 20


Rinzimetostat in Combination with Darolutamide Has been Generally Well Tolerated in Post-Abiraterone mCRPC Patients TEAEs Attributed to Rinzimetostat Plus Darolutamide (≥10% Total Incidence) Rinzimetostat 400 mg QD + Darolutamide (n=18) Rinzimetostat 600 mg QD + Darolutamide (n=15) Preferred Term, n (%) Grade 1 Grade 2 Grade 3 All Grade Preferred Term, n (%) Grade 1 Grade 2 Grade 3 All Grade Fatigue 3 (17) 4 (22) – 7 (39) Fatigue 4 (27) 2 (13) – 6 (40) Diarrhea 3 (17) 1 (6) – 4 (22) Diarrhea 3 (20) 2 (13) – 5 (33) Nausea 4 (22) – – 4 (22) Nausea 2 (13) 2 (13) – 4 (27) Blood creatinine increased 2 (11) 1 (6) – 3 (17) Blood creatinine increased 2 (13) – – 2 (13) Decreased appetite 1 (6) 1 (6) – 2 (11) Decreased appetite – 1 (7) – 1 (7) Anemia 1 (6) 1 (6) – 2 (11) Anemia 2 (13) – – 2 (13) • 6% Grade 3 • No Grade 3 • No Grade 4 or 5 • No Grade 4 or 5 In post-abiraterone patients, rinzimetostat in combination with darolutamide is generally well-tolerated, with almost all TRAEs Grade 1 or 2 in severity; 400 mg dose minimizes AEs that most impact patient quality of life Source: ORIC data on file as of January 16, 2026. Note: Severity grade according to NCI CTCAE v5.0. 21


Rinzimetostat in Combination with Darolutamide Has been Generally Well Tolerated in Post-ARPI mCRPC Patients TEAEs Attributed to Rinzimetostat Plus Darolutamide (≥10% Total Incidence) Rinzimetostat 600 mg QD + Darolutamide (n=35) Rinzimetostat 400 mg QD + Darolutamide (n=37) Preferred Term, n (%) Grade 1 Grade 2 Grade 3 All Grade Preferred Term, n (%) Grade 1 Grade 2 Grade 3 All Grade Fatigue 4 (11) 6 (16) – 10 (27) Fatigue 5 (14) 3 (9) – 8 (23) Diarrhea 6 (16) 1 (3) – 7 (19) Diarrhea 8 (23) 5 (14) – 13 (37) Nausea 7 (19) – – 7 (19) Nausea 5 (14) 3 (9) – 8 (23) Blood creatinine increased 3 (8) 2 (5) 1 (3) 6 (16) Blood creatinine increased 5 (14) 3 (9) – 8 (23) Decreased appetite 1 (3) 4 (11) – 5 (14) Decreased appetite 4 (11) 1 (3) – 5 (14) Anemia 3 (8) 1 (3) – 4 (11) Anemia 2 (6) 3 (9) 1 (3) 6 (17) • 8% Grade 3 • 11% Grade 3 • No Grade 4 • One Grade 4 of acute kidney injury • No Grade 5 • No Grade 5 In a broader post-ARPI safety dataset, rinzimetostat in combination with darolutamide is generally well-tolerated, with almost all TRAEs Grade 1 or 2 in severity; 400 mg dose minimizes AEs that most impact patient quality of life Source: ORIC data on file as of January 16, 2026. Includes post-abiraterone patients. Note: Severity grade according to NCI CTCAE v5.0. 22


Rinzimetostat 400 mg QD in Combination with Darolutamide Is More Tolerable than 600 mg QD in mCRPC Patients Rinzimetostat Plus Darolutamide Tolerability Summary Rinzimetostat 400 mg QD Rinzimetostat 600 mg QD + Darolutamide + Darolutamide Post-Abiraterone Post-ARPI Post-Abiraterone Post-ARPI (n=18) (n=37) (n=15) (n=35) Dose interruptions (%) 6% 11% 13% 17% Dose reductions (%) None 3% 7% 9% Treatment discontinuations (%) 6% 3% 13% 11% Rinzimetostat 400 mg QD in combination with darolutamide demonstrated an excellent tolerability profile, supportive of long-term dosing and sustained patient adherence Source: ORIC data on file as of January 16, 2026. Post-ARPI includes post-abiraterone patients. 23


Rinzimetostat Exposure-Response Analyses Supports 400 mg QD as RP3D Based on Lower Toxicity, Fewer Dose Modifications, and Comparable Efficacy Rinzimetostat Exposure-Response Analyses • Objective: Select the RP3D between 400 mg QD vs 600 mg QD by evaluating relationships between exposure of rinzimetostat to various safety / tolerability and efficacy measures • Methods: Exposure-response analyses were conducted using data across the entire rinzimetostat clinical dataset (single-agent and combination, n=113 patients) Statistically Significant Measures Key Takeaways Correlation to Exposure Adverse Events (G2+, G3+, SAEs) Significant correlation Safety / Specific AEs (e.g., GI, heme) Significant correlation Favors 400 mg QD Tolerability Treatment modifications Significant correlation Exposure Parameters Radiographic PFS No correlation (Cmax, Cmin, 600 mg QD dose AUC) PSA reduction No correlation Efficacy not superior to ctDNA reduction No correlation 400 mg QD dose Changes in H3K27me3 trimethylation No correlation Analyses demonstrated no exposure-efficacy correlation; however, 400 mg QD was associated with lower toxicity and fewer dose modifications, supporting its selection as the RP3D in combination with darolutamide Source: ORIC data on file as of January 16, 2026. Cmax – maximum observed plasma concentration; Cmin – minimum observed plasma concentration; AUC – area under the observed plasma concentration versus time curve. 24


Clinical Program Update and Next Steps Preliminary Profile of Phase 3 Dose


Rinzimetostat in Combination with Darolutamide Continues to Demonstrate Strong Clinical Activity in Post-Abiraterone mCRPC Patients PSA Response Data of Rinzimetostat 400 mg QD Plus Darolutamide * * * 50 Response Unconfirmed Confirmed PSA50 7/15 (47%) 5/15 (33%) 25 PSA90 2/15 (13%) 1/15 (7%) u50 u50 50 50 50 90 50 0 • Rinzimetostat at 400 mg QD plus darolutamide demonstrated strong clinical activity -25 ─ Multiple patients remain on treatment with potential for -50 deepening of responses -75 -100 Notations: * denotes >50% increase; 50 – confirmed PSA50 response; 90 – confirmed PSA90 response; u50 – unconfirmed PSA50 response. Broad and deep PSA responses observed for 400 mg QD rinzimetostat in combination with darolutamide Source: ORIC data on file as of March 6, 2026. Note: All patients treated with 600 mg BID of darolutamide. Excludes three patients without post-baseline PSA assessments. Patients were previously treated with a median of two prior therapies, including abiraterone, up to one prior chemotherapy, and a variety of other 26 approved or investigational agents. This median does not include background androgen deprivation therapy or first-generation AR inhibitors that the patients may have received. Best % Change in PSA from Baseline


Rinzimetostat in Combination with Darolutamide Demonstrates Impressive ctDNA Molecular Response in Post-Abiraterone mCRPC Patients ctDNA Molecular Response Data of Rinzimetostat 400 mg QD Plus Darolutamide 50 MR50 10/14 (71%) MR90 4/14 (29%) 25 50 50 50 50 50 50 90 90 90 90 0 • ctDNA molecular responses across a breadth of genotypes including AR mutations, AR amplified, AR wildtype -25 • Deep ctDNA reductions for the vast majority of patients treated with 400 -50 mg QD rinzimetostat, with 71% of patients demonstrating >50% ctDNA reduction -75 -100 Notations: 50 – MR50 response; 90 – MR90 response. High molecular response rate observed in post-abiraterone patients treated with 400 mg QD rinzimetostat Source: ORIC data on file as of March 11, 2026. Note: All patients treated with 600 mg BID of darolutamide. Excludes one patient without evidence of ctDNA at baseline, and three patients without ctDNA data available. Likely germline variants and clonal hematopoiesis variants were excluded from ctDNA analysis. 27 Molecular response (MR) defined as decrease in ctDNA fraction relative to baseline. Best percent change in ctDNA fraction from baseline assessed at the start of cycle 2, cycle 7, or end of treatment. Best % Change in ctDNA Fraction from Baseline


Radiographic Progression-Free Survival Data Are Immature, but Early Landmark Analyses Are Promising Rinzimetostat 400 mg QD Plus Darolutamide Dose Optimization: Time on Treatment Prior Treatments Abi + IO + R Abi + IO + P + O Abi + D Abi + D + R Abi + D Abi Abi + IO Landmark % rPFS Abi (Median Follow-up of 4.9 Months) Abi + D Abi 3-Month 93% Abi Abi Abi 4-Month 84% Abi + D Ongoing Abi + R rPD 5-Month 84% Abi + D Abi + D Abi 0 1 2 3 4 5 6 7 8 9 10 11 12 Time on Treatment (Months) Many patients remain on treatment with few reports of radiographic progression Source: ORIC data on file as of March 6, 2026. Note: Abi – abiraterone; D – docetaxel; IO – immune therapy; P – PARP inhibitor; R –- radium 223; O – other; rPD – radiographic progressive disease. 28


Rinzimetostat 400 mg QD in Combination with Darolutamide in Post-Abiraterone mCRPC Demonstrate a Clearly Differentiated Safety Profile Rinzimetostat Adverse Event Comparison to Mevrometostat Mevrometostat 1250 mg BID Rinzimetostat 400 mg QD Mevrometostat 875 mg BID Rinzimetostat 400 mg QD (Fasted) + Enzalutamide + Darolutamide (Fed) + Enzalutamide + Darolutamide Grade 1 Grade 2 Grade 1 Grade 2 Grade 1 Grade 2 Grade 1 Grade 2 Grade 3 Grade 4 Grade 3 Diarrhea Diarrhea Fatigue/Asthenia Thrombocytopenia Dysgeusia Decreased Appetite Decreased Appetite Dysgeusia Anemia Nausea Nausea Anemia Alopecia Weight Decreased Fatigue/Asthenia Thrombocytopenia Alopecia Vomiting Rash Arthralgia Blood Creatinine Increased TEAEs <20% not disclosed ? Neutropenia Weight Decreased TEAEs <20% not disclosed ? Rash TEAEs <20% not disclosed ? Arthralgia Blood Creatinine Increased TEAEs <20% not disclosed ? 80% 60% 40% 20% 0% 20% 40% 60% 80% 80% 60% 40% 20% 0% 20% 40% 60% 80% 400 mg QD rinzimetostat in combination with darolutamide demonstrates a clearly differentiated safety profile, with the majority of adverse events Grade 1, enabling long-term dosing and sustained patient adherence Source: ORIC data on file as of January 16, 2026. Mevrometostat 1250 mg BID data represents 41 post-abiraterone mCRPC patients from Matsubara et al. ASCO (2025) and mevrometostat 875 mg BID data represents 29 post-ARPI mCRPC patients from Matsubara et al. ASCO GU (2026). 29 Note: Severity grade according to NCI CTCAE v5.0.


Tolerability of Rinzimetostat 400 mg QD Plus Darolutamide Compares Favorably to Competitor Regimens Rinzimetostat Dose Modifications Comparison to Mevrometostat Mevrometostat 875 mg BID Mevrometostat 1250 mg BID Rinzimetostat 400 mg QD Fed + Enzalutamide Fasted + Enzalutamide + Darolutamide (n=14) (n=41) (n=18) Grade ≥3 TRAEs 36% 49% 6% Serious TRAEs 21% 24% None Dose reductions (%) 7% 37% None Treatment discontinuations (%) 7% 2% 6% Rinzimetostat at 400 mg QD with darolutamide demonstrated an excellent tolerability profile, supportive of long-term dosing and sustained treatment exposure and comparing favorably to competitor regimens Source: ORIC data on file as of January 16, 2026, Matsubara et al. ASCO (2025), and Matsubara et al. ASCO GU (2026). 30


Rinzimetostat Demonstrates Competitive Early Landmark rPFS in Post- Abiraterone mCRPC and Does So with a Highly Differentiated Safety Profile Landmark rPFS and Safety Benchmark Comparisons Median Grade ≥3 Dose Reductions / 3-Month rPFS 4-Month rPFS 5-Month rPFS Follow-up TRAEs Discontinuations Mevrometostat 875 mg BID 9.2 Fed + Enzalutamide 92% 92% 84% 36% 7% / 7% Months (n=14) Mevrometostat 1250 mg BID 11.7 Fasted + Enzalutamide 92% 86% 80% 49% 37% / 2% Months (n=41) Enzalutamide 9.0 Monotherapy 78% 70% 60% 23% 8% / 5% Months (n=40) Rinzimetostat 400 mg QD + 4.9 Darolutamide 93% 84% 84% 6% None / 6% Months (n=18) Preliminary rinzimetostat rPFS landmark analysis, albeit early, compares favorably to competitor benchmarks with a far cleaner safety profile, despite more heavily pretreated patients Source: ORIC data on file, Schweizer et al. ASCO GU (2025), and Matsubara et al. ASCO GU (2026). Note: Competitor rPFS percentages estimated from published data. 31


Clinical Program Update and Next Steps Next Steps and Registrational Strategy


Himalayas-1: Global Phase 3 Study of Rinzimetostat in Combination with Darolutamide in Patients with mCRPC Previously Treated with Abiraterone Rinzimetostat Global Phase 3 mCRPC Trial • Primary Endpoint: Rinzimetostat + • Patients with Darolutamide ─ Radiographic progression-free survival (rPFS) mCRPC (n=300) • Key Secondary Endpoint: • Prior abiraterone ─ Overall survival (OS) in mCSPC or R mCRPC setting • Other Secondary Endpoints: 1:1 ─ PSA response rate • Up to 1 prior Physician’s Choice chemotherapy in (AR inhibitor or ─ ORR (RECIST 1.1 and PCWG3) chemotherapy) mCSPC setting ─ Patient reported outcomes (n=300) Rinzimetostat’s first global registrational Phase 3 trial is designed to evaluate combination with darolutamide compared to AR inhibitor and chemotherapy 33


Steering Committee Comprised of Global Leaders in Prostate Cancer Co-Chair – Karim Fizazi, MD PhD Arun Azad, MD PhD Institut Gustave Roussy - Paris Peter MacCallam Cancer Centre - Melbourne Chair – Matthew Smith, MD PhD Johann de Bono, MD PhD Mass General Hospital Cancer Center - Boston The Institute of Cancer Research & Royal Marsden - London Joaquin Mateo, MD PhD Wassim Abida, MD PhD Vall d’Hebron University Hospital - Barcelona Memorial Sloan Kettering Cancer Center – New York Elizabeth Heath, MD Rahul Aggarwal, MD Mayo Clinic - Rochester University of California San Francisco 34


Rinzimetostat Plus Darolutamide Is Being Evaluated in a Food Effect Cohort Prior to Initiation of Himalayas-1 Phase 3 Trial Food Effect Cohort: Design and Preliminary Data Food Effect Cohort Preliminary PSA Response 50 • Rinzimetostat is being studied in a food effect cohort to potentially enable dosing under fed conditions, consistent with darolutamide dosing 25 50 50 90 0 • Primary Endpoint: • Patients with ─ Pharmacokinetics Rinzimetostat mCRPC 400 mg QD (Fed) + -25 • Key Secondary Endpoint: • Prior abiraterone Darolutamide ─ Safety and tolerability or AR inhibitor 600 mg BID (Fed) -50 • Other Secondary Endpoints: • Up to 1 prior (n=12) ─ PSA response rate chemotherapy -75 ─ rPFS -100 Notations: 50 – confirmed PSA50 response; 90 – confirmed PSA90 response. ORIC is currently evaluating the impact of food for rinzimetostat plus darolutamide on PK, PD, safety and efficacy Note: ORIC data on file as of March 6, 2026. 35 Best % Change in PSA from Baseline


Rinzimetostat Is Being Explored in Other Patient Populations that Could Form the Basis of Future Phase 3 Trials, Including Post-AR Inhibitor mCRPC Rinzimetostat 400 mg QD Plus Darolutamide in Post-ARi mCRPC: Time on Treatment Landmark % rPFS (Median Follow-up of 4.8 Months) 3-Month 93% 4-Month 85% Ongoing rPD 5-Month 85% Death 0 1 2 3 4 5 6 7 8 9 10 11 12 Time on Treatment (Months) Preliminary data in second mCRPC population, albeit early, are promising Source: ORIC data on file as of March 6, 2026 from dose optimization trial. Note: rPD – radiographic progressive disease. 36 Rinzimetostat 400 mg QD + Darolutamide (n=19)


Commercial Potential for Himalayas-1 and Beyond


Abiraterone Remains the Leading ARPI Prescribed in the US, Accounting for Approximately Half of New ARPI Prescriptions Overview of Abiraterone Market Share Among ARPIs 60% 54% 51% 46% 40% 20% 0% Real-World Data Clinical Trial Data Prescription Data (US) (Global) (2025 US NRx) Abiraterone remains the leading ARPI, maintaining >50% market share of new prescriptions over the last five years Source: Narayan et al. Clin Genitourin Cancer (2024), Tagawa et al. ESMO (2025), Morris et al. Lancet (2023) and IQVIA. Note: Clinical trial data represents average of PSMAddition and PSMAfore. NRx – new prescriptions. 38 % Abiraterone of Total ARPI Usage


Rinzimetostat Is Initially Pursuing a Significant Addressable Market in Post- Abiraterone mCRPC Rinzimetostat Total Addressable Market in Post-Abiraterone mCRPC Total Addressable Market in Post-Abiraterone mCRPC Potential Rinzimetostat Share US Annual Incidence Best-In-Disease Safety and Efficacy Profile >$3.5B US ~17,000 Leadership Market Share Addressable Market Duration ~$7B Global Best-In-Disease Safety Profile Addressable Equivalent Efficacy 14 Months Market Meaningful Market Share Price Post-abiraterone mCRPC is a large addressable market with limited effective therapeutic options that are oral and well-tolerated; Rinzimetostat is positioned to capture substantial share with its potential best-in-disease profile Source: ©DRG 2025, Swami et al. J Clin Oncol (2025), Raval et al. J Clin Oncol (2025), Gebrael et al. J Clin Oncol (2025), Schweizer et al. ASCO GU (2025), and ORIC data on file. Note: Addressable market assumes current price of ARPIs for illustrative purposes. 39


Independent Physician Market Research Demonstrates Rinzimetostat Has Best-In-Class Potential in Prostate Cancer Key Insights from Independent Market Research Testing Blinded Target Product Profiles (TPPs) Overview of US Prescriber Survey Key Takeaways Urologists and oncologists (n=18) surveyed across academic and community settings were shown two blinded TPPs: Surveyed physicians estimated that Product Y would capture Product Z + Product Y + 80% share of PRC2 class enzalutamide darolutamide Efficacy Similar “I would automatically go with Product Y … simply because it’s much better tolerated” “ … They look similar in terms of efficacy, but Product Y seems more tolerable, particularly with the hematologic toxicities … ” Competitor PRC2 Safety ~400 mg QD inhibitor data “I would prefer daro [over enzalutamide] since it is a little bit more tolerable ...” Market research demonstrates that a safety benefit alone is sufficient for rinzimetostat to achieve substantial share; A differentiated efficacy profile offers even more upside Source: ORIC market research 2025. Note: Product Y reflects the tested target product profile for rinzimetostat. 40


Rinzimetostat Has the Potential to Address Multiple Large Market Opportunities in Prostate Cancer, with Several Development Opportunities in Other Solid Tumors Potential Rinzimetostat Commercial Opportunity (US Only) Future Development Opportunities 90,000 >$10 billion US Est. Annual US Incidence opportunity 80,000 mCRPC 70,000 37,000 (RLT, TCE, ADC Combo) 60,000 33,000 patients >$3.5 billion US NSCLC 50,000 45,000 (KRASi Combo) opportunity 40,000 CRC >$3.5 billion US 65,000 30,000 (KRASi Combo) opportunity 20,000 patients 20,000 Breast Cancer 220,000 10,000 (ERi Combo) 17,000 patients 0 mCRPC Post-Abiraterone mCRPC Post-AR Inhibitor mCSPC Rinzimetostat has the potential to address ~70,000 patients in the US with prostate cancer annually Source: ©DRG 2025, Swami et al. J Clin Oncol (2025), Raval et al. J Clin Oncol (2025), Gebrael et al. J Clin Oncol (2025), SEER Cancer Stat Facts: Female Breast Cancer Subtypes, and ORIC data on file. Note: Addressable market assumes current price of ARPIs for illustrative purposes. RLT – radioligand therapy; TCE – T-cell engager; ADC – antibody-drug conjugate. 41 Estimated Annual Incidence in the US


Q&A


ORIC Pharmaceuticals: Dedicated to Overcoming Resistance In Cancer • Potential best-in-class PRC2 inhibitor for prostate cancer • Potential best-in-class TKI for NSCLC with EGFR exon 20 and Validated Targets in High Unmet Need Populations EGFR PACC mutations • Rinzimetostat (ORIC-944) and enozertinib (ORIC-114) rapidly advancing Late-Stage Clinical Pipeline towards potential Phase 3 initiations • Heritage of discovering, developing, and commercializing oncology therapies Experienced Management Team at Ignyta, Medivation, Aragon, Pharmacyclics, Deciphera, and Genentech (1) • Cash and investments of $412 million expected to fund company into 2H 2028 Strong Financial Position • Funding through primary endpoint readout from first Phase 3 trial of rinzimetostat • Rinzimetostat for mCRPC: ü 1Q26: Combination dose optimization data with AR inhibitor ─ 1H26: Initiate first global Phase 3 registrational trial in post-abiraterone mCRPC ─ 2H26: Program update Anticipated Milestones • Enozertinib for NSCLC: (2) ─ 2H26: 1L EGFR exon 20 monotherapy data and combination data with SC amivantamab ─ 2H26: 1L EGFR PACC monotherapy data Two potential best-in-class programs approaching Phase 3 initiation; Cash runway into 2H28, beyond rinzimetostat Phase 3 data Note: PACC – P-loop and alpha C-helix compressing. Abiraterone refers to abiraterone acetate. (1) Represents cash and investments of approximately $392 million as of December 31, 2025, plus approximately $20 million in net proceeds raised post quarter-end via ATM facility. 43 (2) Clinical collaboration with Johnson & Johnson to evaluate enozertinib in combination with amivantamab and hyaluronidase-lpuj subcutaneous injection (SC amivantamab) in patients with first-line NSCLC with EGFR exon 20 mutations.


Thank You

FAQ

What did ORIC (ORIC) disclose about rinzimetostat in this 8-K?

ORIC presented a rinzimetostat (ORIC-944) program update from its Phase 1b trial. The company selected a 400 mg once-daily dose with darolutamide for Phase 3 based on favorable safety, tolerability and preserved efficacy in metastatic castration-resistant prostate cancer patients.

Why did ORIC (ORIC) choose 400 mg QD as the Phase 3 dose for rinzimetostat?

Exposure–response analyses across 113 patients showed no exposure–efficacy correlation, but higher exposure increased Grade 2+ and Grade 3+ adverse events and dose modifications. The 400 mg once-daily dose maintained clinical activity while reducing toxicity and dose changes compared with 600 mg, supporting it as the recommended Phase 3 dose.

How effective was rinzimetostat plus darolutamide in post-abiraterone mCRPC patients?

At 400 mg once daily with darolutamide in 15 post-abiraterone patients, rinzimetostat achieved PSA50 responses in 47% of patients, with 33% showing confirmed PSA50. Multiple patients remained on treatment with potential for deeper responses, indicating strong early clinical activity in a pretreated population.

What safety profile did ORIC (ORIC) report for rinzimetostat combinations?

Across post-abiraterone and broader post-ARPI datasets, rinzimetostat plus darolutamide showed mostly Grade 1–2 treatment-related adverse events, low rates of Grade 3 events, and no Grade 5 events. At 400 mg, Grade ≥3 treatment-related events and dose reductions were notably lower than in competitor PRC2 regimens, supporting long-term dosing.

How does rinzimetostat’s early rPFS compare with competitor regimens?

Preliminary landmark radiographic progression-free survival at three to five months for 400 mg rinzimetostat plus darolutamide compared favorably with mevrometostat plus enzalutamide and enzalutamide monotherapy benchmarks. This was achieved with a cleaner safety profile and fewer dose reductions, though results remain early and based on a smaller cohort.

What other pipeline programs did ORIC (ORIC) highlight alongside rinzimetostat?

ORIC’s clinical pipeline also features enozertinib (ORIC-114), an EGFR inhibitor being developed for first-line non-small cell lung cancer indications, including EGFR exon 20 mutations and EGFR PACC. Both rinzimetostat and enozertinib are described as approaching initiation of registrational trials in large solid tumor markets.

What cash runway did ORIC (ORIC) report in connection with this update?

ORIC reported approximately $392 million in cash and investments as of December 31, 2025, plus about $20 million in net proceeds raised after quarter-end through its ATM facility. The company stated this funding provides runway into the second half of 2028, beyond planned Phase 3 rinzimetostat data.

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