Oric Pharmaceuticals, Inc. · NASDAQ:ORIC
Oric Pharmaceuticals — Corporate Update (October 2026)
40 slides from Oric Pharmaceuticals's corporate update, Oct 23, 2026
Slide 1: Enozertinib Program Update
Exhibit 99.1 Enozertinib Program Update October 23, 2026
Slide 2: Forward-Looking Statements
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”
Slide 3: Agenda and Participants
Enozertinib Program Update Agenda • Executive Summary • Preclinical Differentiation • ESMO 2026 Clinical Data Highlights and Next Steps • KOL Perspectives on Enozertinib • Commercial Potential ORIC Participants Guest KOL • Jacob Chacko, Chief Executive Officer • Dr. Joshua Sabari, Assistant Professo
Slide 4: Executive Summary
Executive Summary
Slide 5: Establishes Potential Best-in-Class Profile in 1L EGFR Atypical NSCLC
Enozertinib Establishes Potential Best-in-Class Profile in 1L EGFR Atypical NSCLC, with Data Supporting Rapid Advancement to Phase 3 Executive Summary • 1L EGFR Atypical NSCLC is a >$2.5bn market opportunity in the US alone and lacks a best-in-class therapy with meaningful systemic efficacy, compell
Slide 6: Significant Commercial Opportunities Across Two Patient Populations
Enozertinib Is Pursuing Significant Commercial Opportunities Across Two Patient Populations that Lack an Approved CNS-Active Agent Potential Enozertinib Commercial Opportunity >$1.0 billion Potential commercial opportunity of US opportunity 12,000 >$3.5 billion in the US annually 10,000 • Each 1L op
Slide 7: High Rate of CNS Metastases in EGFR-Mutant NSCLC
Given the High Rate of CNS Metastases in NSCLC Patients with EGFR Mutations, Strong CNS Activity Is Critical to Driving Long-Term Benefit CNS Disease Burden And Unmet Need Initial Diagnosis Disease Progression on Treatment CNS Disease is Highly Prevalent in EGFR Mutated NSCLC… ~35% of patients ~50%
Slide 8: Best-in-Class TKIs Approved Across NSCLC Drivers, Not EGFR Atypical
Best-in-Class TKIs with Compelling CNS Activity Are Approved Across Multiple NSCLC Drivers, but Not Yet for EGFR Atypical and Exon 20 NSCLC Selected Examples of Best-in-Class TKIs in NSCLC by Driver Mutation EGFR EGFR Atypical ALK RET ROS1 (1) Classical and EGFR Exon 20 Meaningful systemic efficacy
Slide 9: Higher Systemic and CNS ORRs than Competitor Programs
Enozertinib Demonstrated Higher Systemic and CNS ORRs than Competitor Programs, Despite Enrolling Patients with Significantly More Challenging Disease Key Benchmarks for 1L NSCLC with EGFR Atypical Mutations Afatinib Osimertinib Investigational Therapies Enozertinib (Approved) (NCCN Guidelines) (Lat
Slide 10: Preclinical Differentiation
Preclinical Differentiation
Slide 11: Promising Candidate for EGFR Atypical Mutations
Enozertinib Is a Promising Candidate for NSCLC Patients with EGFR Atypical Mutations, Including Those with CNS Metastases Enozertinib Target Candidate Profile Enozertinib Preclinical Profile • Robust in vitro potency & in vivo efficacy Validated with Clinical Data against a breadth of EGFR mutations
Slide 12: Superior Relative Potency for EGFR Atypical Mutations
Enozertinib Demonstrates Superior Relative Potency for EGFR Atypical Mutations Versus Competitors Comparison of Cell Potency and EGFR Wild-Type Selectivity 1000 Enozertinib demonstrates: 100 ü Strong potency across a broad range of EGFR atypical mutations 10 ü More consistent selectivity for mutant
Slide 13: Designed to Selectively Target EGFR with No Off-Target Hits
Enozertinib Was Designed to Selectively Target EGFR with No Off-Target Hits Kinome Selectivity Comparison Enozertinib Afatinib Osimertinib Lazertinib Firmonertinib Off-target wild-type kinases hit 0 5 9 14 4 ≥80% at 1 μM Enozertinib has demonstrated an exquisitely clean kinome panel, mitigating the
Slide 14: Brain Penetration Leads to Intracranial Tumor Regressions
Brain Penetration of Enozertinib Leads to Intracranial Tumor Regressions In Vivo Preclinical CNS Exposure and Intracranial Efficacy Enozertinib Exhibits High Ratio of Free (Unbound) Enozertinib CNS Efficacy vs Osimertinib in Intracranial Brain/Plasma Exposure in Mice NSCLC EGFR Classical Mutant In
Slide 15: ESMO 2026 Clinical Data Highlights
ESMO 2026 Clinical Data Highlights
Slide 16: Phase 1b Trial Design
Enozertinib Phase 1b Trial Enrolled NSCLC Patients with EGFR Atypical and Exon 20 Mutations Phase 1b, Multicenter, Open-Label Trial ESMO 2026 Clinical Data Update EGFR Monotherapy Key Eligibility 80 mg QD atypical • Advanced NSCLC ─ EGFR atypical (PACC + L861X) Monotherapy ─ EGFR exon 20 insertion 8
Slide 17: Baseline Characteristics of 1L EGFR Atypical Patients
Enozertinib Phase 1b Trial Enrolled 1L EGFR Atypical NSCLC Patients, Including an Exceptionally High Proportion with Baseline CNS Metastases Demographics and Baseline Characteristics Characteristic N=26 Characteristic N=26 Age, years, median (range) 66 (26–79) Atypical mutation type Female, n (%) 10
Slide 18: Generally Well Tolerated with No Significant Off-Target Toxicity
Enozertinib Was Generally Well Tolerated with No Significant Off-Target Toxicity Safety and Tolerability Profile TRAEs, n (%) N=26 N=26 TRAEs in ≥20% of Patients Grade 3 6 (23) Preferred term, n (%) Grade 1–2 Grade 3 Serious adverse events 1 (4) Diarrhea 15 (58) 2 (8) Dose interruptions 9 (35) Paron
Slide 19: Antitumor Activity in 1L EGFR Atypical NSCLC
Enozertinib Demonstrated Impressive Antitumor Activity in 1L EGFR Atypical NSCLC Patients, Including in Patients with Baseline CNS Metastases Systemic ORR 20 Response-Evaluable Systemic ORR Patients (n=25) ×××××××××××××××× 0 Investigator-assessed Best ORR, % (95% CI) 88 (69, 98) • • -20 Confirmed OR
Slide 20: Deep ctDNA Molecular Responses
Enozertinib Achieved Deep ctDNA Molecular Responses in 1L EGFR Atypical NSCLC Patients with All Reductions Observed Early in Treatment ctDNA Molecular Response Data 20 • Deep EGFR-mutant ctDNA reductions achieved in all 0 evaluable patients (n=22) across diverse mutations -20 ─ 100% of patients (1)
Slide 21: CNS Antitumor Activity Per Investigator Assessment
Enozertinib Demonstrated Strong CNS Antitumor Activity in 1L EGFR Atypical NSCLC Patients Per Investigator Assessment… Intracranial ORR in Patients with Measurable Target CNS Lesions Per Investigator Assessment 20 Response-Evaluable Intracranial Objective Response Rate (n=10) # # # # # # # # # Best
Slide 22: CNS Activity Per BICR RANO-BM Criteria
…and Enozertinib’s CNS Antitumor Activity Was Equally Impressive Utilizing the More Stringent BICR RANO-BM Assessment Criteria Intracranial ORR in Patients with CNS Lesions Per BICR RANO-BM Assessment 40 Response-Evaluable Intracranial Objective Response Rate (n=15) 20 CNS Non-Target Confirmed ORR,
Slide 23: Early Tumor Responses, Most Remaining on Treatment
Enozertinib Demonstrated Early Tumor Responses in 1L EGFR Atypical NSCLC Patients, with Most Remaining on Treatment Time on Treatment × × × × × × × Treatment Ongoing × Unconfirmed PR × PR, Subsequently Confirmed × PD Ø Baseline CNS Metastases × × × • Responses generally occurred by 4 weeks; tumor re
Slide 24: Patient Vignette 1: Complete Intracranial Response
Patient Vignette 1: Complete Intracranial Response in Patient with Treatment- Naïve EGFR Atypical Mutation and Previously Untreated CNS Metastases Baseline Cycle 14 • Patient: 59-year-old male with G719C-S768I mutation • Baseline CNS Metastases: 3 target lesions and 2 non-target lesions, all previou
Slide 25: Patient Vignette 2: Complete Intracranial Response
Patient Vignette 2: Complete Intracranial Response in Patient with Treatment- Naïve EGFR Atypical Mutation and Previously Untreated CNS Metastases Baseline Cycle 18 • Patient: 67-year-old male with G719A mutation • Baseline CNS Metastases: 1 target lesion, previously untreated • Enozertinib Dose: 80
Slide 26: Next Steps in 1L EGFR Atypical
Next Steps in 1L EGFR Atypical
Slide 27: Higher Systemic and CNS ORRs than Competitor Programs
Enozertinib Demonstrated Higher Systemic and CNS ORRs than Competitor Programs, Despite Enrolling Patients with Significantly More Challenging Disease Key Benchmarks for 1L NSCLC with EGFR Atypical Mutations Afatinib Osimertinib Investigational Therapies Enozertinib (Approved) (NCCN Guidelines) (Lat
Slide 28: CNS-Active Agents Benefit All Patients Regardless of Baseline CNS Disease
Given the High Rate of CNS Metastases in NSCLC Patients with Oncogenic Drivers, CNS-Active Agents Benefit All Patients Regardless of Baseline CNS Disease (1) (2) Sunvozertinib Amivantamab + Chemotherapy Risk of Progression or Death vs. Control Arm Risk of Progression or Death vs. Control Arm Non-CNS
Slide 29: Robust CNS Activity Associated with Prolonged Clinical Benefit
Targeted Therapies with Robust CNS Activity Have Been Associated with Prolonged Clinical Benefit in NSCLC Patients Importance of CNS Activity with Targeted Therapies for NSCLC Osimertinib vs gefitinib/erlotinib Alectinib vs crizotinib FLAURA Phase 3 Trial | 1L EGFR-mutant NSCLC ALEX Phase 3 Trial |
Slide 30: End-of-Phase FDA Interactions Completed to Support Redwood-1
End-of-Phase 1 FDA Interactions Completed to Support Redwood-1, a Global Phase 3 Trial of Enozertinib in 1L NSCLC Patients with EGFR Atypical Mutations Phase 3 Trial of Enozertinib in 1L NSCLC with EGFR Atypical Mutations Enozertinib • Treatment-naïve patients with • Dual Primary Endpoints: 80 mg QD
Slide 31: KOL Perspectives on Enozertinib
KOL Perspectives on Enozertinib
Slide 32: Discussion with Dr. Joshua Sabari
KOL Perspectives on Enozertinib Discussion with Dr. Joshua Sabari, Enozertinib Trial Investigator Guest KOL Biography Topics of Discussion Joshua Sabari, MD • Unmet need in the EGFR atypical • Thoracic medical oncologist at NYU landscape Langone Health and Assistant Professor of Medicine at NYU Gros
Slide 33: Commercial Potential
OrIC \~ Commercial Potential
Slide 34: Significant Addressable Market in 1L EGFR Atypical NSCLC
Enozertinib Is Initially Pursuing a Significant Addressable Market in 1L EGFR Atypical NSCLC Enozertinib Total Addressable Market in 1L EGFR Atypical NSCLC US Annual Incidence Best-in-Class Profile That Achieves Total Addressable Leadership Market Share 7,000 Market: ü Meaningful systemic activity D
Slide 35: Best-in-Class Targeted Therapies Rapidly Capture Majority Share
Best-in-Class Targeted Therapies for NSCLC Rapidly Capture Majority Share Case Study: Market Share of Best-in-Class Targeted Therapies for NSCLC • Best in class systemic ORR, • Best in class systemic ORR, CNS activity and PFS CNS activity and PFS • 4th EGFR inhibitor to market, • 3rd and 5thALK inhi
Slide 36: Independent Physician Market Research
Independent Physician Market Research Supports Enozertinib Having Best-In-Class Potential in 1L EGFR Atypical NSCLC Key Insights from Independent Market Research Testing Blinded Target Product Profiles (TPPs) Overview of US Prescriber Survey Key Takeaways Oncologists (n=75) surveyed across academic
Slide 37: Executive Summary and Next Steps
Executive Summary and Next Steps
Slide 38: Establishes Potential Best-in-Class Profile in 1L EGFR Atypical NSCLC
Enozertinib Establishes Potential Best-in-Class Profile in 1L EGFR Atypical NSCLC, with Data Supporting Rapid Advancement to Phase 3 Executive Summary • 1L EGFR Atypical NSCLC is a >$2.5bn market opportunity in the US alone and lacks a best-in-class therapy with meaningful systemic efficacy, compell
Slide 39: Development Focused on First-Line NSCLC with EGFR Mutations
Enozertinib Development Is Focused on First-Line NSCLC Patients with EGFR Atypical and EGFR Exon 20 Mutations Enozertinib Next Steps 2026 2027 2028+ Phase 1b Monotherapy Data: ESMO 2026 1L EGFR Atypical NSCLC Phase 3 Initiation 1H 2027 Phase 1b (1) Monotherapy, combos w/ amivantamab and w/ chemo Dat
Slide 40: Thank You
OrIC @ Thank You
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