))
The World in a Grain of Sand: CG Oncology
Manage episode 420936008 series 3526488
Content provided by KdT Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KdT Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 lead asset
Bull vs bear case for CG Oncology
For updates from KdT, subscribe to our Substack.
13 episodes
Share
