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: Anupam Rama - J.P. Morgan - Analyst
: (Conference Instructions)
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JANUARY 09, 2024 / 7:15PM, ORIC.OQ - Oric Pharmaceuticals Inc at JPMorgan Healthcare Conference
Last December, actually, the team and I wrote a note that said, hey, like for this initial update, a win scenario would be good PK exposure, H3K
profile, and good safety. I feel like based on your presentation, you hit all of those metrics. But if you wanted to comment on maybe PK exposure,
I don't remember if I saw that in there.
Question: Anupam Rama - J.P. Morgan - Analyst
: How would you -- how do you think about this update relative to say what competitors shown, in particular, Pfizer? I think there were other
compounds from Constellation and others that tried to go into prostate.
Question: Anupam Rama - J.P. Morgan - Analyst
: So in the presentation, you mentioned -- well, first questions from the audience. All right.
So you mentioned initiation of combo study in the first half of this year, maybe a pivotal study in the second half. Maybe you can talk about what
are the gating factors and operational aspects that you need to do to hit the initiation of the combo study in the first half?
Question: Anupam Rama - J.P. Morgan - Analyst
: From a market perspective, is there a reason why you would use one AR ultimately versus used -- right now, you're setting a couple.
Question: Anupam Rama - J.P. Morgan - Analyst
: And I guess you've already committed to first half combo initiation, but you've also committed to a mid-year update for ORIC-944. So what would
that mid-year update encompass?
Question: Anupam Rama - J.P. Morgan - Analyst
: Question from the audience?
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JANUARY 09, 2024 / 7:15PM, ORIC.OQ - Oric Pharmaceuticals Inc at JPMorgan Healthcare Conference
Unidentified Participant
(inaudible) From a high level, it seems to me -- I'd love to know your take on the importance of NK cells and the programmability and how that is
in the -- how you look at that for overcoming resistance in cancer recurrence?
Question: Anupam Rama - J.P. Morgan - Analyst
: Maybe we'll switch gears to ORIC-114. How close do you think you are to identifying an RP2D, and how much more data and follow-up do you
think you'll need?
Question: Anupam Rama - J.P. Morgan - Analyst
: Got it. And then you mentioned CNS activity, when you talk to doctors, how important is the CNS activity for ORIC-114 as a potential differentiation
point for the product?
Question: Anupam Rama - J.P. Morgan - Analyst
: You talked about your cash runway into 2026. What does that assume in terms of the key milestones for 114 and 944?
Question: Anupam Rama - J.P. Morgan - Analyst
: Any final questions?
Okay. Thanks, Jacob.
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