Feb. 24 at 1:24 PM
Oppenheimer reiterated
$ORIC Outperform/
$15, and said, ORIC reported fourth quarter and full year 2025 results that support what increasingly feels like a two-shots-on-goal story.
$PFE $JNJ TAK AZN NVS
$AVBP $BDTX
Rinzimetostat continues to look competitive in mCRPC with 55% PSA50, 20% PSA90, and 59% ctDNA clearance, and has now moved into dose optimization ahead of a planned 1H26 Phase 3 start. While Pfizer's upcoming MEVPRO-1 readout will be a pivotal moment for the PRC2 class, we believe rinzi can differentiate on safety and PK.
In parallel, enozertinib's exon 20 and PACC data has demonstrated systemic activity and compelling CNS control, with the Phase 3 monotherapy dose selected and combo with subcutaneous amivantamab progressing.
We will be hosting ORIC management for a fireside chat during our Healthcare Conference on Wednesday, February 25th at 12:00 PM EST. Reiterate Outperform.
