KdT Podcast: CG Oncology
Cain McClary and Phil Grayeski unpack the first biotech IPO of 2024.
KdT Ventures presents The World in a Grain of Sand, where 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 and Phil Grayeski discuss CG Oncology, the first biotech IPO of 2024.
We 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
If you enjoyed this episode, check out past episodes on Schrödinger, Royalty Pharma, Recursion, Editas, AbCellera, and more.