CG Oncology, Inc.

CGON

Held by 4 specialist biotech funds

High Convergence

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Fund Holdings

4 fund convergence

EcoR1 Capital OrbiMed Advisors RTW Investments

Position Trend

Feb 13, 2026

$13.0M

1 fund

Feb 17, 2026

$178.6M

3 funds

+1277% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

EcoR1 CapitalNEWFeb 17, 2026

Shares: 772,000Value: $32.1M

EcoR1's $32.1M entry into CGON signals conviction in their lead candidate CG0070, an oncolytic adenovirus for BCG-unresponsive non-muscle invasive bladder cancer (NMIBC), ahead of Phase 3 efficacy readout expected in 2025. The crossover firm's growth-stage thesis likely hinges on NMIBC market size (~$1.8B annually) and limited competitive alternatives post-BCG failure, where CG0070 showed 47% complete response in Phase 2.

OrbiMed AdvisorsNEWFeb 17, 2026

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Insider Signals

No insider signals tracked.

Also Held by These Funds

IRON3 funds ARGX3 funds AXSM3 funds ORIC3 funds SYK3 funds QURE3 funds ISRG3 funds INSM

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: OrbiMed Initiates $63M Position in CGON OrbiMed's new $63M stake in CG Oncology signals confidence in cretostimug (CG0070), an oncolytic adenovirus in late-stage development for BCG-unresponsive non-muscle invasive bladder cancer (NMIBC). The positioning likely anticipates near-term clinical catalysts, as the company is progressing Phase 2b data that could support a path to regulatory submission in a ~$3-4B market with limited options post-BCG failure. This represents one of healthcare's most selective investors entering at scale, suggesting differentiated conviction on mechanism and competitive positioning.