Added to YB: 2026-03-05
Pitch date: 2026-03-03
URGN [neutral]
UroGen Pharma Ltd.
+6.61%
current return
Author Info
No bio for this author
Company Info
UroGen Pharma Ltd. engages in the development and commercialization of solutions for urothelial and specialty cancers.
Market Cap
$890.3M
Pitch Price
$18.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.28
P/E
-5.96
EV/Sales
8.20
Sector
Biotechnology
Category
growth
UroGen, my 3rd largest holding
URGN (holding update): Dropped 10%+ on Q4 ER (-$0.54 EPS vs -$0.51 est, $37.8M rev vs $39.9M est), but overblown reaction. Zusduri (bladder cancer drug, $1.2B peak sales potential) already exceeding Jelmyto in patient enrollment since Feb, suggesting >$100M FY26 sales vs analyst est $136M. Mgmt targets >$1B rev in 4yrs vs consensus $700M 2029. Refinanced debt from 12-13% to 8.25% fixed, no covenants, eliminating dilution risk. Key catalyst: permanent J-code since Jan should accelerate adoption. Risk: concentration on Zusduri success.
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