UroGen Pharma Ltd. (URGN)

UroGen Pharma's stock has experienced significant fluctuations. The stock recently opened at $18.97, with a 50-day moving average price of $18.39 and a 200-day moving average price of $14.37. Its 52-week low was $3.42 and its 52-week high was $21.71. The FDA ODAC voted against UGN-102, causing the stock to plummet and leading to class action lawsuits. Several analysts have reiterated "Buy" ratings, while others have issued "Sell" ratings. UroGen Pharma reported quarterly earnings data on August 7, 2025, with ($1.05) EPS, missing analysts' consensus estimates of ($0.82), but revenue exceeded estimates. There have been instances of insider selling. UroGen Pharma announced that CMS assigned a permanent J Code for ZUSDURI, effective January 1, 2026.

Demand for UroGen Pharma's products is primarily driven by disease incidence, diagnosis rates, and treatment adoption rather than typical seasonal consumer patterns; therefore, significant demand seasonality for UroGen Pharma's products is unlikely.

UroGen Pharma Ltd. is a biotechnology company focused on developing and commercializing innovative solutions for urothelial and specialty cancers, operating within the healthcare sector. Its core business revolves around its proprietary RTGel reverse-thermal hydrogel technology, designed to improve the therapeutic profiles of existing drugs by enabling sustained release. Major products include Jelmyto for low-grade upper tract urothelial cancer, ZUSDURI for recurrent low-grade intermediate-risk non-muscle invasive bladder cancer, and pipeline candidates like UGN-102, UGN-301, UGN-104, and UGN-201 for various stages and types of bladder cancer.

UroGen Pharma Ltd. is headquartered in Princeton, New Jersey, USA, with research and development operations located in Israel.

UroGen Pharma's brand reputation has been impacted by both positive and negative events. The negative ODAC vote against UGN-102 led to a stock price decline and class-action lawsuits. Securing a permanent J Code for ZUSDURI is expected to enhance billing efficiency and simplify patient access, which could positively impact the company's reputation. The publication of positive clinical review data for ZUSDURI contributes positively to the brand's standing.

Institutional investors and hedge funds own a significant portion of UroGen Pharma Ltd.'s stock, accounting for 91.29% to 98.61% of the shares, while corporate insiders own 4.70% to 6.87% of the stock. Major institutional owners include RTW Investments, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC, Toronto Dominion Bank, RA Capital Management L.P., Jefferies Financial Group, Vestal Point Capital LP, Soleus Capital Management L.P., Silverarc Capital Management, and SG Americas Securities LLC.