enGene Therapeutics (ENGN) KOL event summary

Introduction and agenda

• Event focused on new insights and evolving trends in the non-muscle invasive bladder cancer (NMIBC) market, with a particular emphasis on high-risk BCG-unresponsive patients, featuring presentations and Q&A with executive leadership and a key opinion leader.

KOL background and credentials

• Dr. Neal Shore, Medical Director of Carolina Urologic Research Center and Head of GU Oncology Consortium for START Cancer Research, has participated in over 100 bladder cancer trials and is an investigator for detalimogene; he has led over 500 clinical trials and serves on national guideline committees and advocacy boards.

Market insights and analysis

• NMIBC market is expanding due to increased therapy options and patient sequencing, with an annual incidence of 90,000 bladder cancer cases, 80% being NMIBC, and 30% high-risk.

• Market research included 65+ urologist interviews, 15 payer interviews, 200 surveys, and 2,000+ patient claims, revealing a larger addressable BCG-unresponsive population than previously estimated.

• High-risk NMIBC splits into CIS ± papillary and papillary-only segments, both covered under NCCN guidelines.

• Approximately 75% of incident NMIBC BCG-unresponsive patients are treated in community settings, with practices segmented by resources and economic focus.

• Sequencing through multiple lines of therapy is becoming standard, with most urologists aiming to avoid radical cystectomy, and patient sequencing through 3-4 lines of therapy increases the eligible pool for new treatments.