Engene Therapeutics Inc. · NASDAQ:ENGN
Engene Therapeutics — Investor Day (August 2026)
23 slides from Engene Therapeutics's investor day presentation, Aug 11, 2026
Slide 1: Non-Viral Genetic Medicine Virtual KOL Event: Emerging NMIBC Market Insights
Non-Viral Genetic Medicine Virtual KOL Event: Emerging NMIBC Market Insights August 11, 2026
Slide 2: Disclaimers: Cautionary Statement Regarding Forward-Looking Statements
Disclaimers Cautionary Statement Regarding Forward-Looking Statements This Presentation contains certain forward-looking statements within the meaning of the federal securities laws and "forward-looking information" within the meaning of Canadian securities laws (collectively, "forward-looking state
Slide 3: Agenda
Agenda Subject Presenter Welcome Ron Cooper, Chief Executive Officer NMIBC Market Insights Amy Pott, Chief Global Commercialization Officer Community Urologist KOL Dr. Neal Shore Medical Director, START-Carolinas Research Q&A Ron Cooper, Chief Executive Officer NMIBC Market Insights Event August 202
Slide 4: Detalimogene: Non-Viral Gene Therapy with Local Immune Activation
Detalimogene: Non-Viral Gene Therapy with Local Immune Activation Synergistic Stimulation of Specific Innate and Adaptive Immune Responses 1. Gao J, et al, inventors; enGene, Inc., assignee. US patent WO 2013/138930 A1. September 26, 2013. 2. Joshi S, et al. Presented at: 2025 ASCO GU Cancers Sympos
Slide 5: Multiple LEGEND Cohorts Maximize Detalimogene's Potential
Multiple LEGEND Cohorts Maximize Detalimogene’s Potential *These additional non-pivotal Phase 2 cohorts of the LEGEND study provide further opportunity to demonstrate the potential use of detalimogene in clinical settings with unmet need. Progress as of October 24, 2025. All cohorts are currently in
Slide 6: Detalimogene: Investigational Next-Generation Therapy for NMIBC
Detalimogene: Investigational Next-Generation Therapy for NMIBC * Reflective of interim data presented as of as of 21 April 2026 TRAEs = treatment-related adverse events, CR = complete response, NMIBC = non-muscle-invasive bladder cancer, BLA = biologics license applications, PI = product informatio
Slide 7: Emerging NMIBC Market Insights
Emerging NMIBC Market Insights
Slide 8: Market Research: Stakeholder Interviews, Surveys, and Claims Data
Market Research: Stakeholder Interviews, Surveys, and Claims Data >65 Urologist & Uro-Oncologist Interviews >15 Payer Interviews >2,000 NMIBC Patient Claims 2 x 100 Urologist & Uro-Oncologist Surveys 20+ clinical literature articles NMIBC Market Insights Event August 2026
Slide 9: Framing the US NMIBC BCG-Unresponsive Commercial Opportunity
Framing the US NMIBC BCG-Unresponsive Commercial Opportunity Inputs Estimates Source 90,000 Literature, Claims 80% Literature 30% Literature, Market Insights Evolving Market Insights Evolving Market Insights Evolving Market Insights Evolving Market Insights Source: enGene market research, SEER datab
Slide 10: High-Risk NMIBC Splits into Two Segments: CIS ± Papillary & Papillary Only
High-Risk NMIBC Splits into Two Segments: CIS ± Papillary & Papillary Only % NMIBC % BCG-Unresponsive % Drug Market Share Annual Price New Bladder Cancer % High Risk % CIS Source: American Cancer Society “What Is Bladder Cancer?” May 2024, Bladder Cancer Advocacy Network “Bladder Cancer Carcinoma In
Slide 11: Papillary-Only Patients Are Managed and Reimbursed like CIS Patients
Papillary-Only Patients Are Managed and Reimbursed like CIS Patients % NMIBC % BCG-Unresponsive % Drug Market Share Annual Price New Bladder Cancer % High Risk % CIS Note: Interviewed n=13 payers. All NCCN recommendations are category 2A unless otherwise indicated. While papillary only population is
Slide 12: Eligible Patient Pool Exceeds the Annual BCG-Unresponsive Incidence
Y0 Y1 Y2 Eligible Patient Pool Exceeds the Annual BCG-Unresponsive Incidence Patients will Sequence Therapies Creating a Compounding Effect on the Eligible Pool % NMIBC Annual Price New Bladder Cancer % High Risk % CIS % Drug Market Share % BCG-Unresponsive Note: Interviews n=22 urologists. The rate
Slide 13: Private Practice: Segmented by Resources & Economic Philosophy
Private Practice: Segmented by Resources & Economic Philosophy % NMIBC % BCG-Unresponsive Annual Price New Bladder Cancer % High Risk % CIS % Drug Market Share Note: Resource-Limited, Workflow-Constrained, Economics-Focused, and Clinical-Excellence all represent urology private practice. Source: enG
Slide 14: ~40% of Patients Are Treated in Practices Balancing a Wide Range of Needs
~40% of Patients Are Treated in Practices Balancing a Wide Range of Needs Practices Balance Resources, Economics, and Efficacy % NMIBC % BCG-Unresponsive Annual Price New Bladder Cancer % High Risk % CIS % Drug Market Share Urology Segment NMIBC Patients Considerations Resource-Limited Practices 19%
Slide 15: Detalimogene Profile is Attractive for Private Practice Urologists
Detalimogene Profile is Attractive for Private Practice Urologists % NMIBC % BCG-Unresponsive Annual Price New Bladder Cancer % High Risk % CIS % Drug Market Share * Reflects total addressable NMIBC BCG-Unresponsive patients. Assumes ~20,000 total addressable NMIBC BCG-unresponsive patients split be
Slide 16: Buy-and-Bill is the Predominant Model Used to Acquire NMIBC Therapies
Buy-and-Bill is the Predominant Model Used to Acquire NMIBC Therapies % NMIBC New Bladder Cancer % High Risk % CIS % Drug Market Share % BCG-Unresponsive Annual Price Source: enGene market research (survey n=100 urologists / uro-oncologists). Private practice urologists highlight that net cost recov
Slide 17: Efficacy Is One of Several Pricing Inputs, Not the Deciding One
Efficacy Is One of Several Pricing Inputs, Not the Deciding One Recent Launches Have Reached Pricing Parity Despite Efficacy Differences % NMIBC New Bladder Cancer % High Risk % CIS % Drug Market Share % BCG-Unresponsive Annual Price * Assume durability is defined by duration of response (DOR) of ≥
Slide 18: Benchmark Market Price for NMIBC Therapies has Moved Up
Benchmark Market Price for NMIBC Therapies has Moved Up Annual WAC has moved from $220K/year up to $690K/year % NMIBC New Bladder Cancer % High Risk % CIS % Drug Market Share % BCG-Unresponsive Annual Price *Y2 for first j-code year. WAC = wholesale acquisition cost. Note: Keytruda®, Adstiladrin®, A
Slide 19: Illustration of an Approved NMIBC Product Net Sales if Pricing Parity
Illustration of an Approved NMIBC Product Net Sales if Pricing Parity Pricing Parity of 2025 Benchmark % NMIBC New Bladder Cancer % High Risk % CIS % Drug Market Share % BCG-Unresponsive Annual Price *Pricing parity assumes price of ~$650K-$700K/per patient per year. Patient count calculations assum
Slide 20: Framing the US NMIBC BCG-Unresponsive Commercial Opportunity
Framing the US NMIBC BCG-Unresponsive Commercial Opportunity New Bladder Cancer % NMIBC % High Risk % CIS % BCG-Unresponsive % Drug Market Share Annual Price Inputs Estimates 90,000 80% 30% Likely include papillary Compounding effect of sequencing Differential market share by practice types New Benc
Slide 21: Community Urologist Dr. Neal Shore
Community Urologist Dr. Neal Shore Dr. Neal Shore is the Medical Director for START-Carolinas Research in Myrtle Beach, SC and the Global Director of Genitourinary Oncology for START Cancer Research. He has conducted over 500 clinical trials and is actively involved with the Society for Immunotherap
Slide 22: Q&A
Q&A
Slide 23: Thank You
Thank You