earnings
confidence high
sentiment positive
materiality 0.70
ORIC Q1 2026: rinzimetostat RP3D for Phase 3; $419.7M cash; enozertinib data due 2H 2026
Oric Pharmaceuticals, Inc.
2026-Q1 EPS reported
-$0.34
- Rinzimetostat 400 mg QD + darolutamide data showed landmark rPFS 93%/84%/84% at 3/4/5 months; no Grade 4/5 TRAEs.
- Cash and investments $419.7M as of March 31, 2026, including $59.9M from ATM. Expected runway into 2H 2028.
- Enrolled Phase 1b enozertinib monotherapy in 1L EGFR exon20 insertion NSCLC; data expected 2H 2026.
- R&D expenses $31.4M in Q1 2026 vs $24.6M in Q1 2025, driven by rinzimetostat and enozertinib advancement.