CG Oncology, Inc. (CGON) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

SA Transcripts 162.21K Followers Follow CG Oncology, Inc. ( CGON ) Morgan Stanley 24th Annual Global Healthcare Conference September 14, 2026 4:50 PM EDT Company Participants Arthur Kuan - President, Chairman & CEO Conference Call Participants Sean Laaman - Morgan Stanley, Research Division Presentation Sean Laaman Morgan Stanley, Research Division Hi, everyone. My name is Sean Laaman. I'm the Head of U.S. Mid-cap Biotech Equity Research here at Morgan Stanley, and welcome to our Global Healthcare Conference. Before we begin, to make you aware of some important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions on that, please reach out to your Morgan Stanley sales representative. With that, we have the pleasure now to welcome from CG Oncology, the CEO, Arthur Kuan. Welcome, and thank you for your time today, Arthur. Arthur Kuan President, Chairman & CEO Thanks for having me. Question-and-Answer Session Sean Laaman Morgan Stanley, Research Division Yes. Maybe you could do me a favor and ask me -- answer my macro questions. The first one is the rise of China-originated innovation. And, if at all, how does that change your competitive positioning or thoughts around R&D or thoughts around business development? Arthur Kuan President, Chairman & CEO Yes. Certainly, based on what we've seen coming out of China, it is something to be respected, and I don't think we should take it lightly. So more broadly, I think we think a lot about when it comes to U.S. innovation, what is the competitive advantage. I still think that being close to the U.S. market, being close to the providers and patients, that in and of itself, I think, continues to be something that could be differentiated in terms of the rate and speed of innovation, making sure that we're well set up for clinical development and clinical operations that's fit for purpose in the U.S. population is also very critical.