earnings
confidence high
sentiment positive
materiality 0.60
ORIC reports Q4 2025 cash of $392.3M; positive Phase 1b data for rinzimetostat and enozertinib
Oric Pharmaceuticals, Inc.
2025-FY EPS reported
-$1.47
- Cash and investments $392.3M at Dec 31, 2025; proforma $412.3M after $20M ATM in 2026; runway into 2H 2028.
- Raised $264M from healthcare specialist funds in 2025 via private placement ($124.4M) and ATM ($117.6M).
- R&D expenses Q4 2025 $25.9M (down 19% YoY); full year 2025 $109.8M (down 4% YoY).
- Rinzimetostat Phase 1b: 55% PSA50, 20% PSA90, 76% ctDNA reduction; favorable safety vs competitors.
- Enozertinib Phase 1b: 67% ORR in 1L EGFR exon20, 80% ORR in 1L EGFR PACC; 100% intracranial ORR.