enGene Therapeutics (ENGN) investor relations material

Introduction and agenda

• Virtual event covered opening remarks, clinical case studies, preclinical rationale for detalimogene and polidocanol rinse, community urology perspectives, and Q&A.

• Presenters included Ron Cooper, Anthony Cheung, Suzanne Merrill, and David Cahn.

KOL background and credentials

• Suzanne Merrill completed a urologic oncology fellowship at Mayo Clinic, served six years at Penn State Hershey, and has practiced at Colorado Urology for over five years.

• Colorado Urology has 30+ urologists, 20 advanced practice providers, and 18 sites, serving close to 130,000 patients in Denver and Boulder.

• David Cahn has practiced since 1998, founded Foothills Urology in 2000, leads 38 active trials, and has been PI on 70+ trials; he is Director of Clinical Research at Colorado Urology.

Market insights and analysis

• NMIBC was characterized as an immature, expanding market; sequencing across 2L, 3L, and 4L may expand the treated population rather than create a winner-take-all market.

• The presentation estimated ~20,000 eligible patients and an NMIBC market forecast exceeding $20B.

• ~40% of patients are treated in community practices facing resource, workflow, and economic constraints; treatment selection weighs efficacy, tolerability, symptoms, travel, administration burden, comorbidities, and preferences.

• Recently launched high-risk NMIBC therapies were priced above $500K/year, with little payer pushback reported; the presentation cited NCCN category 2A as supporting coverage.

• KOLs expect more bladder-preserving sequencing; familiar administration, easy storage, and limited workflow demands may support uptake across community practices.