enGene Therapeutics (ENGN) KOL event summary

Introduction and agenda

• Event focused on evolving insights and market research in the non-muscle invasive bladder cancer (NMIBC) market, with a particular emphasis on high-risk BCG-unresponsive patients.

• Presenters included executive leadership and a key opinion leader, with a Q&A session for analysts.

KOL background and credentials

• Dr. Neal Shore is Medical Director at Carolina Urologic Research Center and START-Carolinas Research, Head of GU Oncology Consortium for START Cancer Research, has led over 500 clinical trials, and serves on national guideline committees and advocacy boards for bladder cancer.

• Dr. Shore is an investigator for detalimogene and has extensive experience in both academic and community urology settings.

Market insights and analysis

• NMIBC market is expanding due to new therapies, increased sequencing, and a larger treatable population, with both CIS ± papillary and papillary-only segments covered under NCCN guidelines.

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

• Community practices account for 75-85% of NMIBC care, segmented by resources, workflow, economics, and clinical focus, with about 40% of patients managed in practices balancing these factors.

• Sequencing through multiple lines of therapy is becoming standard, with most urologists aiming to avoid radical cystectomy and patient sequencing through 3-4 lines before surgery.

• Benchmark pricing for NMIBC therapies has risen to ~$700,000/year, with net cost recovery critical for private practices and pricing parity across new launches.