Bladder Cancer: Key Takeaways from Cantor's 2nd Annual Oncology Symposium

Research evidence excerpt

Bladder Cancer: Key Takeaways from Cantor's 2nd Annual Oncology Symposium

Biotechnology

EQUITY RESEARCH Industry Report

May 26, 2026

Bladder Cancer: Key Takeaways from Cantor's 2nd

Research Analysts:

Josh Schimmer Annual Oncology Symposium

310-282-6513

Josh.Schimmer@cantor.com We hosted a bladder cancer panel comprising a medical oncologist and

Li Watsek

212-915-1221 a urologic oncologist from academic centers in NYC. Discussions focused

Li.Watsek@cantor.com on NMIBC (non-muscle invasive bladder cancer) and emerging treatment

Carter Gould options.

212-915-1794

Carter.Gould@cantor.com HR-NMIBC: More bladder-sparing therapies before cystectomy.

●Historically, patients would receive 1 or 2 post-BCG attempts before

cystectomy, but that number could soon increase to 3-4. Our panelist

is very positive on emerging therapies giving patients more options

before cystectomy. However, she highlighted the key risk in delaying

cystectomy is that the tumor might progress to muscle-invasive

disease.

●Convenience and quality of life of patients are key for treatment

adoption. The urologic oncologist shared interesting insights on

current and emerging treatments:

●Gem/doce (Gemcitabine/Docetaxel): remains the academic

workhorse and accounts for ~50% of BCG-unresponsive

treatments. She noted that if RLMD's (NC) NDV-01 (gel-delivery

of gem/doce) is well-tolerated, it would be an attractive

alternative.

●Adstiladrin (adenovirus-based immunotherapy; Ferring, pvt):

has lower efficacy than some newer agents, but its scheduling

and quality of life benefits are key advantages, which are

underappreciated.

●Anktiva + BCG (IBRX, NC) are used selectively, mainly by patients

who previously responded to BCG. However, this treatment

option is constrained by BCG availability.