ORIC Pharmaceuticals, Inc. (ORIC) Earnings Call Transcripts
ORIC Pharmaceuticals, Inc.'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
| Metric | Value |
|---|---|
| Recommended Phase III Dose | 400 mg once daily (inline) |
| Landmark RPFS at 3 months | 93% (positive) |
| Landmark RPFS at 4 and 5 months | 84% (positive) |
| Molecular Response Rate (ctDNA) | 71% (positive) |
| Annual Total Addressable Market in U.S. | $3.5 billion (positive) |
| Grade 3 Adverse Events | 1 (positive) |
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 ORIC Pharmaceuticals, Inc. transcript (March 31, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About ORIC Pharmaceuticals, Inc.
ORIC Pharmaceuticals, Inc. (ORIC) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 28 calls on record spanning January 12, 2021 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 28 ORIC Pharmaceuticals, Inc. earnings call transcripts on record, spanning January 12, 2021 to September 15, 2026. Based on this history, ORIC Pharmaceuticals, Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ORIC
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 28
- First call
- January 12, 2021
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly