Oric Pharmaceuticals Inc at Citi Biopharma Back to School Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : So I guess maybe to start out, if you wouldn't mind, just giving just an overview of the pipeline and what are some of the key objectives of the company. And you recently bolstered the balance sheet, as I understand, so you got a little more runway. So tell us about just what are the key -- and the key readouts, which we'll, of course, get into a lot more detail.

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : All right. So maybe -- that's great. So maybe just a brief word about what's the current standard of care in the setting that you plan to pursue the Phase 3 programs in prostate cancer and a bit about the market opportunity there where you could improve?

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : So no, that was great. So you mentioned a lot of important points. So if you have better tolerability, as you're pointing out, that could potentially lead to a better ability to stay on the therapy and therefore, better PFS. I mean, are you making the argument that that's part of the value proposition or that would be above and beyond what's necessary to be competitive in the marketplace?

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : Okay. And then there's another aspect too, which I wanted to ask about, getting sort of delving into the Biochem a little bit. In the past, you've referenced not only PRC2, but the domains, the EED and the EZH2. Aren't there some differences there as well with respect to Mevro and your compound that are worth highlighting? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 03, 2025 / 8:00PM, ORIC.OQ - Oric Pharmaceuticals Inc at Citi Biopharma Back to School Conference

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : Okay. Well, let's get into some of the important clinical data then. So you had a pretty significant update, I believe, it was the end of May of this -- just a few months ago. So maybe just kind of recap what the key learnings were out of that in terms of both what you saw on the key metrics, PSA50, PSA90, which obviously have important implications for translation to PFS, and then into the future into OS, as well as where you see dose. And of course, as you pointed out at the beginning, the combos with apa and daro and how that -- those doses will intersect with your chosen dose or your planned dose for 944.

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : So you said 400, 600, 800, and there was also some discussion of even higher dose, if I'm not mistaken. 1,200, is that still in the cards or that's...

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : Okay. And when -- how much more work needs to happen and how many more patients before you settle on a regimen then for the Phase 3 to sort this out?

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : Okay. And then as you pointed out at the beginning, you're going to do both of these combos essentially in parallel in two Phase 3 trials, the apa and the daro? Are they staggered? Or how is it going to work? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 03, 2025 / 8:00PM, ORIC.OQ - Oric Pharmaceuticals Inc at Citi Biopharma Back to School Conference

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : And what are the considerations in terms of which one you would go with first?

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : So at the current moment, the arrangement with Johnson and Bayer is what is the nature of that it's a supply agreement? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 03, 2025 / 8:00PM, ORIC.OQ - Oric Pharmaceuticals Inc at Citi Biopharma Back to School Conference

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : Right. And I'm assuming the fact that you would use less drug with dara is not a major consideration just from the perspective of COGS, given that's sort of the decimal point.

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : Okay. All right. Well, let's -- we spent a lot of time on prostate cancer. Okay. Let's shift over then to 114, which has a name now, enozertinib, if I'm saying that right.

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : The other half says it.

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : Okay. So you mentioned a few things there in terms of the EGFR exon 20, the atypical cluster and then the HER2 exon 20. So maybe you can just walk us through what you've shown in each of those settings so far. It is quite a competitive space, as you know. So what is your strategy there to be to differentiate?

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : And correct me if I'm wrong, but you've made some strategic decisions recently about where to prioritize amongst the pretty large set of opportunities you highlighted in first and second line.

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : And then for the front line, how are you thinking about this a typical setting? It's a very fast-moving space. It's been recently identified. There's a long list of mutations, as you know, a lot of players. What's your strategy there in order to carve out differentiation?

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : All right. One of the other companies in the space received FDA feedback, as you know, for their Phase 3 for atypical. And it was interesting because, I mean, some people thought this was a bit of a surprise from the FDA that they had the kind of dealer's choice of afatinib and OC, which obviously makes things more challenging because you kind of serve a lot of different needs there from the point of view of the different atypical mutations because as you know, some of them are approved in some of them. So how are you thinking about that from a longer-term perspective, given that FDA feedback?

Question: Yigal Nochomovitz - Citi Infrastructure Investments LLC - Analyst : Very good. Thank you both, gentlemen. Appreciate it.