ORIC Pharmaceuticals (ORIC)
Advances two Phase 3 oncology candidates targeting drug-resistant prostate and lung cancers.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $25 | Target: $27 |
| May 15, 2026 | Goldman Sachs | Target | Target: — | Target: $15 |
| Feb 24, 2026 | H.C. Wainwright | Target | Target: $23 | Target: $25 |
| Feb 24, 2026 | Oppenheimer | Target | Target: $12 | Target: $15 |
| Jan 7, 2026 | Piper Sandler | Target | Target: — | Target: $22 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $264.8M · Total debt $3.3M · Total assets $404.7M · Shareholders' equity $381.3M
- Revenue
- $0
- Operating income
- −$45.3M
- Net income
- −$41.5M
No dividends on record.
| Institutions | ≈ 119.50% | 123.87M shares | |
|---|---|---|---|
| 189 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.04% | 1.08M shares | |
| 6 holders · as of Aug 28, 2026 | |||
| Adds to | 120.54% | ||
103.65M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 120.54%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Nextech Invest, Ltd.Institution | 6.91% | 7.16M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.58% | 6.82M | as of Jun 30, 2026 |
Ecor1 Capital, LLCInstitution | 6.49% | 6.73M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 6.38% | 6.62M | as of Jun 30, 2026 |
Viking Global Investors LPInstitution | 4.95% | 5.13M | as of Jun 30, 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ORIC Pharmaceuticals | $13.06 | +3.08% | $1.31B | — | — | — | — |
| Pfizer | $27.83 | +0.33% | $158.10B | 36.7 | 9.9 | 2.5 | +2.6% |
| Johnson & Johnson | $268.65 | −0.30% | $649.40B | 31.2 | 22.6 | 6.6 | +6.6% |
| ArriVent BioPharma | $30.42 | +2.27% | $1.39B | — | — | — | — |
| Cullinan Therapeutics | $21.57 | +1.05% | $1.31B | — | — | — | — |
| Black Diamond Therapeutics | $1.94 | −0.77% | $111.7M | — | — | — | — |
| Median | 33.9 | 16.3 | 4.6 | +4.6% |