Highlights From TD Cowen's Intermediate Risk NMIBC KOL Call

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Highlights From TD Cowen's Intermediate Risk NMIBC KOL Call

TD SECURITIES (USA) LLC CONFERENCE CALL

May 21, 2026

■Biotechnology Highlights From TD Cowen's Intermediate Risk

NMIBC KOL Call

Tyler Van Buren THE TD COWEN INSIGHT

646 562 1343

We hosted a renowned bladder cancer urologist for a KOL call to discuss the treatments

tyler.vanburen@tdsecurities.com

approved for, or in development for intermediate-risk NMIBC. Our physician consistently noted

Tara Bancroft, Ph.D. that there is room for all treatments in this disease setting that is defined by recurrences,

646 562 1410 and highlighted how the space is rapidly evolving beyond repetitive TURBT to ablative and

tara.bancroft@tdsecurities.com

adjuvant treatment approaches.

Michael Nedelcovych, Ph.D.

617 946 3744 We hosted a KOL call to discuss the evolving IR NMIBC space including the recently

michael.nedelcovych@tdsecurities.com approved Zusduri developed by UroGen and treatment in development from CG Oncology

Nicholas Lorusso (cretostimogene), Tyra (dabogratinib), and JNJ (TAR-210).

646 562 1390

Our KOL is a high-volume, bladder-cancer-focused urologist at a major academic center,

nick.lorusso@tdsecurities.com

splitting time between clinical care and translational research. He estimated that he sees well

Sam Rollenhagen over 200 NMIBC patients annually with five other physicians in his practice seeing a similar

212 468 7785 amount.

samuel.rollenhagen@tdsecurities.com

In our discussion we focused on TYRA, CGON, URGN, and JNJ and discussion topics are listed

Greg W. Torres, Ph.D.

below with a detailed discussion found in the following 3 pages of the PDF:

646 562 1351

gregory.wiessner@tdsecurities.com (1) Oral Therapy Is The Longstanding "Dream," And FGFR3 Biology Makes This Plausible In

Low Grade IR NMIBC