Superficial Bladder Cancer; Non-muscle Invasive Bladder Cancer With Carcinoma in Situ; Non-muscle Invasive Bladder Cancer
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Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Partnerships Nature Technology Corporation: non-exclusive Nanoplasmid license (Apr 2020). Company retains all development and commercialization rights to detalimogene
Indications
High-risk BCG-unresponsive NMIBC with CIS (pivotal)(Phase 2)
BCG-naive NMIBC with CIS(Phase 2)
BCG-exposed NMIBC with CIS(Phase 2)
BCG-unresponsive papillary-only NMIBC (no CIS)(Phase 2)
Catalysts
— Q4 2026
Status note Lead product candidate. LEGEND (NCT04752722): combined Phase 1/2 open-label; Cohort 1 pivotal enrolled 125 patients with high-risk BCG-unresponsive NMIBC with CIS (enrollment complete). Cohort 2b (45 enrolled as of Nov 11, 2025); Cohort 3 (36 enrolled). FDA RMAT and Fast Track designations.
Per-asset detail extracted from the 10-Q filed 2026-09-08. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Superficial Bladder Cancer; Non-muscle Invasive Bladder Cancer With Carcinoma in Situ; Non-muscle Invasive Bladder Cancer
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Sponsor-matched active trials from ClinicalTrials.gov (1 as sponsor, 0 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.
Institutional holder positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.
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