ORIC Pharmaceuticals
Advances two Phase 3 oncology candidates targeting drug-resistant prostate and lung cancers.
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Profile
Develops small-molecule cancer therapies aimed at overcoming treatment resistance, with two lead candidates in Phase 3 development: rinzimetostat, a PRC2 inhibitor for metastatic prostate cancer, and enozertinib, a brain-penetrant EGFR/HER2 inhibitor for lung cancer. No products are yet approved, and the business depends on trial readouts and regulatory review.
Develops small-molecule cancer therapies built around overcoming treatment resistance. Rinzimetostat, an oral PRC2 inhibitor, is advancing through a global Phase 3 trial in metastatic prostate cancer, combined with AR pathway inhibitors. Enozertinib, a brain-penetrant EGFR/HER2 inhibitor, targets exon 20 and atypical mutations in lung cancer, including brain metastases, and is entering Phase 3 development.
Discovery spending has been scaled back to concentrate on these two programs after a strategic refocus and workforce reduction. A Johnson and Johnson collaboration pairs enozertinib with an approved antibody in lung cancer; an earlier Pfizer partnership around a since-deprioritized program left Pfizer holding equity.
No products are approved or generating recurring revenue; results from the Phase 3 trials and subsequent regulatory review will determine what comes next. Operations run from South San Francisco, with a second site in San Diego, funded through equity financing.
Company facts
Key statistics
Year to date +61.9% · Average volume (30d) 1.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 10, 2026 | H.C. Wainwright | Reiterate | Buy | $25 | $27 |
| May 15, 2026 | Goldman Sachs | Target | $15 | ||
| Feb 24, 2026 | H.C. Wainwright | Target | $23 | $25 | |
| Feb 24, 2026 | Oppenheimer | Target | $12 | $15 | |
| Jan 7, 2026 | Piper Sandler | Target | $22 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026Q2 FY26 | −$0.36 | −$0.38 | −5.7% | — | — | — | +27.08% |
| May 4, 2026Q1 FY26 | −$0.31 | −$0.34 | −9.7% | — | — | — | −0.62% |
| Feb 23, 2026Q4 FY25 | −$0.34 | −$0.30 | +11.8% | — | — | — | +14.60% |
| Nov 13, 2025Q3 FY25 | −$0.41 | −$0.33 | +19.5% | — | — | — | +0.49% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | $0 | $0 | $0 | −$320.0K | $0 | −$264.0K | |
| Operating income | −$32.7M | −$39.1M | −$36.7M | −$34.6M | −$39.6M | −$45.3M | |
| Net income | −$30.0M | −$36.4M | −$32.6M | −$30.5M | −$35.8M | −$41.5M | |
| Diluted EPS | −$0.42 | −$0.47 | −$0.33 | −$0.30 | −$0.34 | −$0.38 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $264.8M · Total debt $3.3M · Total assets $404.7M · Shareholders' equity $381.3M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 103.52M · Float 48.71M · 47.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Nextech Invest, Ltd. | 7.16M | 6.92% | 13F | Aug 14, 2026 |
| Nextech Crossover I GP S.a. r.l. | 7.16M | 8.40% | 13G | Aug 14, 2025 |
| BlackRock, Inc. | 6.82M | 6.59% | 13F | Aug 7, 2026 |
| Ecor1 Capital, LLC | 6.73M | 6.50% | 13F | Aug 14, 2026 |
| Price T Rowe Associates Inc /MD/ | 6.62M | 6.39% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Dominic Piscitelli | officer: Chief Financial Officer | −77,000 | $13.69 |
| Jul 24, 2026 | Richard A. Heyman | director | −13,100 | $12.02 |
| Jul 6, 2026 | Richard A. Heyman | director | −300 | $12.00 |
| Feb 24, 2026 | Dominic Piscitelli | officer: Chief Financial Officer | −52,000 | $13.51 |
| Jan 16, 2026 | Richard A. Heyman | director | −6,700 | $12.00 |
Peers
- Pfizer
Rivals rinzimetostat in PRC2-targeted mCRPC via mevrometostat plus enzalutamide
- Johnson & Johnson
Approved amivantamab franchise overlaps enozertinib EGFR exon 20 population
- ArriVent BioPharma
Firmonertinib is a Phase 3 EGFR exon 20/PACC rival ahead of enozertinib timing
- Cullinan Therapeutics
Co-develops zipalertinib, an EGFR exon 20 NSCLC inhibitor nearing FDA approval
- Black Diamond Therapeutics
Phase 2 brain-penetrant EGFR inhibitor for non-classical EGFR-mutant NSCLC
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ORIC Pharmaceuticals | $13.24 | +0.08% | $1.37B | — | — | — | — |
| Pfizer | $27.95 | −0.04% | $159.36B | 36.9 | 10.0 | 2.5 | +2.6% |
| Johnson & Johnson | $268.40 | +0.13% | $645.95B | 31.1 | 22.4 | 6.6 | +6.6% |
| ArriVent BioPharma | $30.17 | −0.17% | $1.41B | — | — | — | — |
| Cullinan Therapeutics | $21.70 | +0.09% | $1.33B | — | — | — | — |
| Black Diamond Therapeutics | $2.23 | 0.00% | $127.8M | — | — | — | — |
| Median | 34.0 | 16.2 | 4.5 | +4.6% |