ORIC Pharmaceuticals, Inc. (ORIC) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

ORIC Pharmaceuticals, Inc. (ORIC) Morgan Stanley 24th Annual Global Healthcare Conference September 15, 2026 10:00 AM EDT Company Participants Jacob Chacko - President, CEO & Director Dominic Piscitelli - Chief Financial Officer Conference Call Participants Frank Tang - Morgan Stanley Presentation Frank Tang Morgan Stanley All right. Good morning, everyone. My name is Frank Tang, and I'm with the Investment Banking division at Morgan Stanley. Thank you all for joining us today for the Fireside Chat with ORIC Pharmaceuticals. I'm joined here today with -- by the CEO, Jacob Chacko; and CFO, Dom Piscitellic. Great. Thank you both for joining us today. Question & Answer Session Frank Tang Morgan Stanley To start off, for those in the audience that are not familiar with ORIC, could you guys give us an overview of where the company sits today, your lead programs and your priorities now that you crossed into late-stage development? Jacob Chacko President, CEO & Director Sure. Happy to, Frank, and thanks for having us. So ORIC Pharmaceuticals, ORIC stands for Overcoming Resistance in Cancer. In a nutshell, that's the mission of the company. We are today focused on executing across 2 late-stage development programs. So rinzimetostat, which is a PRC2 inhibitor that's being developed in prostate cancer in combination with 2 of the big 3 androgen receptor inhibitors in prostate cancer. That has just started its first Phase III study, a study called Himalayas-1, which is in the castration-resistant prostate cancer setting in patients who are post-abiraterone. I'm sure we'll talk a lot about that today. And then our second program, enozertinib, which is a brain-penetrant TKI for lung cancer, which is being developed in 2 different populations within the EGFR family of mutations, so EGFR exon 20 and then separately EGFR atypical mutations. That's a program that will have a