Oman Reinsurance Company SAOG (ORIC) Earnings Call Transcripts

Oman Reinsurance Company SAOG's Latest Earnings Call - March 31, 2026

In the first quarter of 2026, ORIC Pharmaceuticals reported significant advancements in their clinical trial for rinzimetostat, a PRC2 inhibitor for prostate cancer. The company highlighted a recommended Phase III dose of 400 mg once daily, which demonstrated a favorable safety profile and competitive efficacy compared to existing therapies. Revenue and earnings figures were not disclosed, but management provided guidance indicating the initiation of the Phase III trial, Himalayas-1, in the first half of 2026, targeting a $3.5 billion annual market in the U.S. for post-abiraterone metastatic CRPC patients.

Reported metrics

Guidance from management

Management expects to initiate the Phase III trial, Himalayas-1, in the first half of 2026, with top-line data anticipated in late 2027 or early 2028.

What management said

Sure. So happy to do so. So your second question was about FDA feedback in the Phase III. So we've had regular communication with the FDA, as you can imagine, all along as the program has progressed. I can't get into specifics, but we are planning an end of Phase I meeting in Q2 to get their final sign-off on the RP 3D selection, the 400 milligrams that we presented today as well as the final design of the Himalayas-...

I can take that one, Kelsey. No, not at the moment. I'd say we do have that second half program update, but right now, it's TBD in terms of what that additional -- what additional data, if any, we would plan to disclose during that update, we'll just -- we'll refine that thinking in the coming weeks and months and let you know.

What analysts pressed on

Analysts expressed concerns about the competitive landscape and the potential for rinzimetostat to maintain its safety profile in a larger patient population. Questions were raised regarding the implications of the higher baseline PSA in the trial population compared to competitors.

Main topics on the call

• Phase III Trial Initiation — Management announced the initiation of the Phase III trial, Himalayas-1, in post-abiraterone metastatic CRPC patients, expected to start in the first half of 2026. CEO Jacob Chacko stated, "We are far along in study star...
• Recommended Phase III Dose — The recommended Phase III dose of rinzimetostat was set at 400 mg once daily, which showed a favorable safety profile with only one grade 3 adverse event across 33 patients. Pratik Multani noted, "The 400-milligram dose ...
• Efficacy and Safety Data — Rinzimetostat demonstrated competitive efficacy with a landmark radiographic progression-free survival (RPFS) of 93% at 3 months and 84% at 4 and 5 months. The safety profile was markedly better than competitors, with Pr...
• Market Potential — Management estimates a total addressable market of over $3.5 billion annually in the U.S. for the post-abiraterone metastatic CRPC population. Keith Louis emphasized, "Rinzimetostat is already well on its way to establis...

Read the full Oman Reinsurance Company SAOG transcript (March 31, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Oman Reinsurance Company SAOG earnings call transcripts on record, spanning January 12, 2021 to August 3, 2026. Based on this history, Oman Reinsurance Company SAOG reports quarterly. The most recent call on file is dated August 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ORIC

Exchange

MSM

Country

OM

Sector

Financials

Industry

Insurance

Calls on record

27

First call

January 12, 2021

Most recent

August 3, 2026

Reporting cadence

quarterly