Earnings Releases·Nov 4, 2026, 8:08 AM ET

UroGen Pharma Ltd. — Third Quarter 2026 Earnings Summary

Total revenue surged to $89.0 million from $27.5 million year-over-year, driven by 35% quarter-over-quarter growth in ZUSDURI to $68.0 million, while JELMYTO revenue declined to $21.0 million from $25.7 million.
Net loss narrowed significantly to $1.5 million ($0.03 per share) compared to $33.3 million in the prior year period, despite R&D and SG&A expenses rising to $26.0 million and $47.2 million, respectively.
Full-year 2026 JELMYTO revenue guidance was revised down to approximately $90 million from a previous range of $97 million to $101 million due to a one-time unfavorable gross-to-net adjustment and competitive trial enrollment activity.
Strategic milestones include FDA acceptance of the UGN-103 NDA with a PDUFA date of June 14, 2027, and an exclusive collaboration with IntraGel involving up to $7 million in equity investment and options for future oncology products.
The company maintains $90.5 million in cash and marketable securities as of September 30, 2026, while planning to initiate the Phase 3 LONGVIEW-HR trial in Q4 2026 and the Phase 1 UGN-501 trial in November 2026.