The World in a Grain of Sand: CG Oncology

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.