Urogen Pharma (URGN)
NASDAQ:URGN
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.29Last Year’s EPS
-1.05Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong early commercial traction for ZUSDURI with robust revenue growth, improving prescriber metrics, better conversion timelines, and a solid pipeline with near-term regulatory milestones. These positives are tempered by elevated SG&A related to the launch, ongoing net losses, limited current prescriber penetration relative to long-term targets, and continued uncertainty around full-year ZUSDURI revenue. On balance, the company is demonstrating accelerating commercial momentum and advancement of programs while managing costs and liquidity.Company Guidance
Strong Q1 Revenue Growth
Total revenue of $51.0M in Q1 2026 versus $20.3M in Q1 2025, a 152% year-over-year increase driven primarily by the commercial launch of ZUSDURI and JELMYTO.
ZUSDURI Early Launch Momentum
ZUSDURI generated $29.2M in Q1 2026, representing more than 100% quarter-over-quarter growth as reported; adoption metrics improved meaningfully with 256 unique prescribers (up from 102 at year-end, ~+151%) and 103 repeat prescribers (up from 32, ~+222%).
Improving Commercial Conversion and Channel Mix
Cycle time from patient enrollment form (PEF) to treatment improved from ~45–60 days in Q4 to ~30–35 days in Q1, with a target steady-state of 2–3 weeks. Mix shifted from ~60% hospital/40% community in Q4 toward ~50/50 in Q1, unlocking community access where ~70% of the market resides.
JELMYTO Stability and Guidance
JELMYTO revenue of $21.7M in Q1 2026 with stable, predictable demand. Full-year 2026 JELMYTO net product revenue guidance of $97M–$101M, implying ~3%–7% year-over-year growth.
Pipeline Progress and Near-Term Regulatory Milestones
UGN-103 (next-generation mitomycin) showed a 77.8% complete response at 3 months in Phase III UTOPIA; NDA planned in H2 2026 with 6-month durability data expected midyear and potential approval in 2027 (permanent J-code possibly early 2028). UGN-104 Phase III enrollment expected to complete by end of 2026. UGN-501 IND expected in Q2 2026 with Phase I initiation in NMIBC by year-end.
Clinical Durability and Published Data
ENVISION (ZUSDURI) showed ~80% complete response at 3 months and ~72% event-free probability at 24 months (Kaplan-Meier), with median duration of response not reached at median follow-up of 23.7 months; data published in Journal of Urology and to be presented at AUA.
Improved Financial Position and Reduced R&D Spend
Cash, cash equivalents and marketable securities totaled $140.3M as of March 31, 2026, supported by term loan refinancing. R&D expenses declined to $15.6M in Q1 2026 from $19.9M in Q1 2025 (≈-22%), reflecting prior-period items and program timing.
Smaller Net Loss Versus Prior Year
Net loss improved to $23.6M ($0.47 per share) in Q1 2026 versus a net loss of $43.8M ($0.92) in Q1 2025, roughly a 46% reduction in the quarterly loss.
URGN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
URGN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $23.83 | $26.25 | +10.16% |
Mar 02, 2026 | $21.70 | $19.02 | -12.35% |
Nov 06, 2025 | $19.31 | $23.54 | +21.91% |
Aug 07, 2025 | $20.01 | $18.59 | -7.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Urogen Pharma (URGN) report earnings?
Urogen Pharma (URGN) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Urogen Pharma (URGN) earnings time?
Urogen Pharma (URGN) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is URGN EPS forecast?
URGN EPS forecast for the fiscal quarter 2026 (Q2) is -0.29.