SCHEDULE: The Column Group II Amends ORIC Pharma Stake

The Column Group II and its managing partners have filed an Amendment No. 3 to their Schedule 13G, disclosing a passive beneficial ownership of 3.6% to 3.7% in ORIC Pharmaceuticals, Inc.

Summary

• The Column Group II, LP, The Column Group II GP, LP, David V. Goeddel, and Peter Svennilson (collectively, the "Reporting Persons") have filed an Amendment No. 3 to their Schedule 13G regarding their beneficial ownership in ORIC Pharmaceuticals, Inc.
• TCG II LP and TCG II GP LP each beneficially own 3,540,777 shares of Common Stock, representing 3.6% of the class, with shared voting and dispositive power.
• David V. Goeddel beneficially owns an aggregate of 3,627,493 shares, representing 3.7% of the class, comprising 86,716 shares with sole voting/dispositive power and 3,540,777 shares with shared voting/dispositive power.
• Peter Svennilson beneficially owns an aggregate of 3,644,118 shares, representing 3.7% of the class, comprising 103,341 shares with sole voting/dispositive power and 3,540,777 shares with shared voting/dispositive power.
• These percentages are based on 97,122,987 shares of Common Stock outstanding, as reported by ORIC Pharmaceuticals, Inc. in its Quarterly Report on Form 10-Q filed on August 12, 2025.
• The Reporting Persons disclaim beneficial ownership of the securities except to the extent of their pecuniary interest.

Sentiment

Score: 6

Explanation: The filing is a routine disclosure of a passive investment by a specialized life sciences investment group. While the percentage is below 5%, indicating a non-activist stance, the continued presence of such an investor group suggests a baseline level of confidence in ORIC Pharmaceuticals, Inc.

Positives

• The continued disclosure of a passive stake by a specialized life sciences investment group (The Column Group II) may be interpreted as a sign of ongoing, albeit non-activist, confidence in ORIC Pharmaceuticals, Inc.

Negatives

• The filing itself does not contain information that would be considered negative for ORIC Pharmaceuticals, Inc.

Future Outlook

This Schedule 13G filing does not contain any forward-looking statements or guidance regarding ORIC Pharmaceuticals, Inc.'s future outlook.

Industry Context

This filing is a standard regulatory disclosure for passive investors. The Column Group is a venture capital firm focused on life sciences, and their investment in ORIC Pharmaceuticals, a biotech company, aligns with their typical investment strategy.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant passive ownership by an institutional investor group, which can influence market perception and liquidity.

Key Dates

Recommendation

This Schedule 13G Amendment primarily serves as a disclosure of passive beneficial ownership by The Column Group II and its managing partners. It does not contain operational or financial performance data that would warrant a 'buy' or 'sell' recommendation. The continued, albeit passive, investment by a specialized life sciences group suggests a stable, long-term view, supporting a 'hold' stance for existing investors. New investors would need to conduct further due diligence on ORIC Pharmaceuticals' fundamentals.

Keywords

ORIC Pharmaceuticals, The Column Group II, Schedule 13G, beneficial ownership, common stock, institutional investor, biotech, pharmaceutical