Urogen Pharma Ltd
NASDAQ:URGN

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Urogen Pharma Ltd Logo
Urogen Pharma Ltd
NASDAQ:URGN
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Price: 22.98 USD -5.35% Market Closed
Market Cap: 1.1B USD

Urogen Pharma Ltd
Investor Relations

UroGen Pharma Ltd. is a biopharmaceutical company dedicated to building novel solutions that treat specialty cancers and urologic diseases. The firm is engaged in building solutions for cancers and urologic diseases. UroGen has developed RTGelTM reverse-thermal hydrogel, a proprietary sustained release, hydrogel-based platform technology that has the potential to improve therapeutic profiles of existing drugs. Its lead product candidates include MitoGel and VesiGel are formulated using its proprietary reverse thermally triggered hydrogel, or RTGel, technology. MiroGel ( UGN-101) is a sustained release formulation of the chemotherapy agent Mitomycin C for the treatment of low-grade upper tract urothelial carcinoma, an urothelial cancer in the upper tract. VesiGel (UGN-102) is a sustained release formulation of a high dose Mitomycin C for the treatment of low grade non-muscle invasive bladder cancer (LG-NMIBC).

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 6, 2025
AI Summary
Q3 2025

ZUSDURI Launch: ZUSDURI launch showed growing demand, with October preliminary revenue more than doubling the prior three months, but broader adoption is delayed by operational hurdles and reimbursement complexities.

JELMYTO Growth: JELMYTO delivered another strong quarter with $25.7 million in sales, representing a 13% increase in underlying demand revenue over the same period in 2024.

Permanent J-code Impact: A permanent J-code for ZUSDURI will go into effect January 1, 2026, which is expected to accelerate adoption, especially in community practices currently reluctant to prescribe.

2025 Guidance: Full-year 2025 JELMYTO revenue guidance was reaffirmed at $94 million to $98 million, implying 8% to 12% growth over 2024.

Clinical Pipeline: UGN-103 and UGN-104 are progressing as planned, with a new drug application for UGN-103 anticipated in the second half of 2026 and potential approval in 2027.

Financial Position: The company ended Q3 2025 with $127.4 million in cash, and management believes current resources are sufficient to reach profitability.

Key Financials
Revenue
$27.5 million
JELMYTO Revenue
$25.7 million
ZUSDURI Revenue
$1.8 million
ZUSDURI Preliminary October Revenue
$4.5 million
R&D Expenses
$14 million
Selling, General and Administrative Expenses
$37.6 million
Net Loss
$33.3 million
EPS
$0.69 loss per share (basic and diluted)
Cash, Cash Equivalents and Marketable Securities
$127.4 million
2025 Operating Expenses Guidance
$215 million to $225 million
UGN-103 3-month Complete Response Rate
77.8%
ZUSDURI ENVISION 3-month Complete Response Rate
80%
ZUSDURI ENVISION Disease-Free at 12 months
80%
ZUSDURI ENVISION Disease-Free at 24 months
72%
Earnings Call Recording
Other Earnings Calls

Management

Ms. Elizabeth A. Barrett
President, CEO & Director
No Bio Available
Mr. Jason Drew Smith J.D.
General Counsel, Chief Compliance Officer & Corporate Secretary
No Bio Available
Dr. Mark P. Schoenberg M.D.
Chief Medical Officer
No Bio Available
Mr. Christopher Degnan CPA
Chief Financial Officer
No Bio Available
Mr. Vincent I. Perrone
Senior Director of Investor Relations
No Bio Available
Mr. Bryon Wornson
Executive Vice President of Talent, Advocacy & Communications
No Bio Available
Dr. Marina Konorty Ph.D.
Executive Vice President of Research & Development and Technical Operations
No Bio Available
Mr. James Ottinger R.ph.
Executive Vice President of Regulatory Affairs & Quality
No Bio Available
Dr. Polly A. Murphy D.V.M., M.B.A., Ph.D.
Chief Business Officer
No Bio Available
Mr. Michael J. Louie M.D., M.P.H., M.Sc.
Senior Vice President of Medical Affairs & Clinical Development
No Bio Available

Contacts

Address
Ra'anana
9 Ha'ta'asiya St
Contacts
+97297707601.0
www.urogen.com