CG Oncology, Inc. (NASDAQ:CGON) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 7:45 AM EDT
Company Participants
Arthur Kuan – Chairman & CEO
Ambaw Bellete – President & COO
Conference Call Participants
Sean Laaman – Morgan Stanley, Research Division
Presentation
Sean Laaman
Head of Healthcare Research & Equity Analyst
Okay. Good morning, everyone, and welcome to Morgan Stanley Global Healthcare Conference. I’m Sean Laaman, Head of U.S. SMID-Cap biotech equity research at the firm. Before we begin, for important disclosures, please see Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. For this session, we have the pleasure of hosting from CG Oncology, CEO, Arthur Kuan; and President and Chief Operating Officer, Ambaw Bellete. Welcome, gentlemen, and thank you for your time today.
Arthur Kuan
Chairman & CEO
Thank you.
Ambaw Bellete
President & COO
Thank you having us.
Question-and-Answer Session
Sean Laaman
Morgan Stanley, Research Division
Yes. What we’re doing with all of our companies. We’ve got some macro questions to begin with, and then we’ll dig into the [indiscernible] CG. So first one, with China’s rising biotech innovation, how you think about CG Oncology’s competitive position here and will this influence your R&D and business development strategy?
Arthur Kuan
Chairman & CEO
Yes. We pay attention to the China landscape very closely. In fact, in 2019, we partnered out cretostimogene to a Chinese pharma called Lepu Biopharma. They’re the ones who actually have [indiscernible] for a lot of their global rights to U.S. companies. So I think through that relationship, I think we continue to stay close to the developing landscapes over there. And I think, ultimately, for U.S. companies, we really need to focus on the novel disruptive innovation that serves a large U.S. population that’s largely untapped. I think those are opportunities that we want to continue to focus on.
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