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Principal at KdT Ventures | Physician-scientist turned investor

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.

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