The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Yigal Nochomovitz - Citi - Analyst
: Great. So I asked this question in the first iteration of this channel or two days ago, but to keep it sort of broad and thematic, there are three sort
of important pillars of the stool biomarkers, targets and rational combinations. So how do you each think about those domains when come together
your clinical plan? Great to hear. And of course, reference the specifics of your pipeline as you wish.
Michael?
Question: Yigal Nochomovitz - Citi - Analyst
: Great.
Question: Yigal Nochomovitz - Citi - Analyst
: Go for it.
Question: Yigal Nochomovitz - Citi - Analyst
: Another big industry theme, which has sort of been introduced into the world of drug development recently is this Project Optimus, which obviously
you guys know all too well. So I guess the question is, I remember my sixth grade teacher giving me busy work just to do, but I didn't learn anything,
right? So is this Project Optimus just busy work? Or has the FDA actually introduced some additional requirements that have caused you to enhance
your understanding of what you're doing with the right dose? Or I'd love to hear your thoughts on that.
Michael?
Question: Yigal Nochomovitz - Citi - Analyst
: I'll ask one question on novel approaches to drug development, obviously, machine learning, AI, putting it all in one bucket. I mean, to what extent
are each of you leveraging that new technology and whether it's in terms of target identification or building the molecule or even something as
simple as assisting with the filing, for example, to build the document. I'm just curious all of the above.
Question: Yigal Nochomovitz - Citi - Analyst
: Okay. Now I can give everyone a chance to "pitch their own book" on each of the pipelines, get into a little bit more detail. Now we talked at the
beginning about the two approvals. Let's focus on AML since that's the more relevant one for this panel. So tell us a little bit more about the approval
and then the recent data in NPM1 and how you see the market evolving?
Question: Yigal Nochomovitz - Citi - Analyst
: How quickly do you think you could launch an earlier line late-stage study based on some of this data?
Question: Yigal Nochomovitz - Citi - Analyst
: Okay. And Mark, we had a pretty extensive conversation a few hours ago on your solid tumor pipeline. Can you give us sort of the -- maybe highlights
some of the targets that you think are most interesting and most promising across not just small molecules, but degraders, the ADCs? What would
you like to highlight?
Question: Yigal Nochomovitz - Citi - Analyst
: Okay. So Jacob, two very interesting assets that you're developing. Tell us a little bit more about both of them and how they're differentiated,
especially -- well, starting with the EGFR. What's special about 114? There are obviously a number of molecules in the clinic.
You've got some very good early data, which I think maybe you could highlight again from ESMO 2023. And then on the prostate side, talk about
-- you mentioned the data from pharma. How does that enhance your conviction on what you're doing? And the approach that you're taking in
terms of binding the PRC2 complex that may be different?
Question: Yigal Nochomovitz - Citi - Analyst
: If you want see, see it.
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DECEMBER 05, 2024 / 4:00PM, ORIC.OQ - Oric Pharmaceuticals Inc at Citi Global Healthcare Conference
Question: Yigal Nochomovitz - Citi - Analyst
: When could we expect to see the first DFS data in a randomized setting for you the two that you mentioned?
Question: Yigal Nochomovitz - Citi - Analyst
: And then just a question in terms of pipeline development. This is maybe more for Michael and for Jacob. Just in terms of bringing in assets, where
do you stand there? You've done an excellent job with these two. So is there more BD coming?
And Jacob, the same question for you for Mark, it's a little bit of a different situation since you have an internal discovery engine?
Question: Yigal Nochomovitz - Citi - Analyst
: All right. Well, on that note, we'll wrap it up. Thank you all so much.
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