the KdT podcast is back to unpack the first biotech IPO of 2024 - CG Oncology.
in The World in a Grain of Sand, we break down an S1 from a recent biotech IPO and share insights on the science, business models, and financials. in this episode, Cain McClary, MD and Phil Grayeski discuss CG Oncology, and dive into:
- the various subtypes of bladder cancer, and one of the most unique standard of care treatment paradigms in oncology, which utilizes a live attenuated virus to treat the disease
- supply chain and manufacturing issues that have limited access to SoC therapy in bladder cancer
- CG Oncology’s lead (and only) asset, an oncolytic immunotherapy which has delivered impressive complete response data in bladder cancer
- challenges and open questions around complex manufacturing, clinical and commercial adoption, and competition for CG’s product
- bull vs bear case for the company
link to the full episode in the comments.