AUA 2026: What We're Watching - Abstract Recap and Full Planner

研报英文原文证据摘录

AUA 2026: What We're Watching - Abstract Recap and Full Planner

I N D U S T R Y N O T E

M a y 1 3 , 2 0 2 6

Biotechnology

CONCLUSION Kelsey Goodwin

In this note we highlight key presentations with relevance to the Goodwin coverage universe Sr. Research Analyst, Piper Sandler & Co.

to be presented at the upcoming American Urological Association (AUA) 2026 Annual 617 994-6522, kelsey.goodwin@psc.com

Meeting on May 15-18th in Washington DC and include our planner for the weekend. Brittany Stopa, MD, MPH

Covered companies presenting at AUA include: CGON, TARA, URGN, RLMD. Please Research Analyst, Piper Sandler & Co.

617 994-6503, brittany.stopa@psc.comemail us for the excel version of our planner & see you in DC!

Related Companies: Share Price:

What will be presented at AUA 2026: CGON 72.07

RLMD 7.45

• CGON: Initial combo data for cretostimogene + gemcitabine from CORE-008 Cohort TARA 5.15

CX in BCG-EX and BCG-UR HR-NMIBC. We think the creto + gem combination data in URGN 29.80

BCG-exposed patients could offer a glimpse into the next key growth lever for the creto INDUSTRY RISKS

expansion within NMIBC, but investor focus remains on the upcoming Ph. 3 PIVOT-006

Clinical, competitive, regulatory, commercial, topline data in the IR setting coming in 1H.

financing risks

• TARA: Updated interim 12mo data from Ph. 2 ADVANCED-2 trial of TARA-002 in BCG-

naive NMIBC. While BCG-UR remains the more near-term focus, we think investors

will be interested to see how the naive data matures, as this is a path to the frontline

market that differentiates TARA from the competition, and management continues to

guide towards a convergence of the 12mo metrics between the naive and UR subsets.

• URGN: Elaboration of 24mo DOR data for Zusduri following last year's topline readout