CG Oncology (CGON) Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary

Key value drivers and upcoming catalysts

• Focused on developing cretostimogene for intermediate and high-risk non-muscle invasive bladder cancer, with pivotal PIVOT-006 phase III trial results expected soon and potential first approval in NMIBC anticipated shortly after.

• Additional data on product durability in BCG unresponsive and combination settings expected later this year.

Market landscape and unmet need

• NMIBC represents 80% of bladder cancer cases, with 70% of those in intermediate or high-risk categories targeted.

• Unmet needs include preventing radical cystectomy in high-risk and reducing recurrent TURBTs in intermediate-risk patients.

Clinical profile and differentiation

• Cretostimogene shows a 76% CR rate in CIS cohort, with 46% at 12 months and 42% at 24 months, outperforming competitors like KEYTRUDA and nadofaragene firadenovec at two years.

• Consistent response rates observed even in heavily pretreated patients, including those who failed prior chemo.