UroGen Pharma Ltd.

Informe acción NasdaqGM:URGN

Capitalización de mercado: US$1.4b

UroGen Pharma Dirección

Dirección controles de criterios 3/4

El CEO de UroGen Pharma es Liz Barrett , nombrado en Jan 2019, tiene una permanencia de 7.33 años. compensación anual total es $4.31M, compuesta por 19.8% salario y 80.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.67% de las acciones de la empresa, por valor de $9.44M. La antigüedad media del equipo directivo y de la junta directiva es de 6 años y 7.3 años, respectivamente.

Información clave

Liz Barrett

Chief Executive Officer (CEO)

US$4.3m

Compensación total

Porcentaje del salario del CEO19.85%
Permanencia del CEO7.3yrs
Participación del CEO0.7%
Permanencia media de la dirección6yrs
Promedio de permanencia en la Junta Directiva7.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 21

URGN: Future Regulatory And Funding Setbacks Will Likely Restrain Upside Potential

Narrative Update on UroGen Pharma The updated analyst price target for UroGen Pharma has shifted from about $19.68 to roughly $20.86 as analysts incorporate recent initiations and target increases, including the $5 and $6 target hikes and renewed Buy views, into their valuation work. Analyst Commentary Recent research on UroGen Pharma has leaned constructive, with several firms initiating or reaffirming Buy views and lifting their price targets.
Seeking Alpha May 07

UroGen Q1 Review: Zusduri Launch Accelerates, With Profitability Anticipated By 2027

Summary UroGen Pharma is reaffirmed as a Strong Buy, with a 12-month price target raised to $39/share, reflecting robust Q1 2026 results. Zusduri sales more than doubled QoQ to $29.2M, driven by the January J-code assignment, validating the trajectory toward profitability by 2027. URGN's path to profitability is underpinned by >91% gross margins, disciplined expense control, and a realistic break-even threshold of $305M annual revenue. Risks include execution on Zusduri adoption, debt burden, and long-term generic threats, but current sales momentum and operating leverage support the bullish thesis. Read the full article on Seeking Alpha
Actualización de narrativa May 03

URGN: Future Regulatory And Cost Setbacks Will Likely Restrain Upside Potential

Analysts have raised their price target on UroGen Pharma from $16.57 to $19.68 as updated assumptions for revenue growth, profit margins and a lower future P/E multiple align with a recently initiated bullish view on the stock. Analyst Commentary Recent research commentary on UroGen Pharma reflects a bullish initiation that aligns with the higher price target.
Actualización de narrativa Apr 18

URGN: Future Profit Margins Will Improve Through LG UTUC Trial Momentum

Analysts have nudged their price target for UroGen Pharma higher to $36.11 from $35.63, reflecting updated assumptions around discount rates, revenue growth, profit margin, and future P/E following recent bullish Street research coverage. Analyst Commentary Recent Street research on UroGen Pharma has leaned constructive, which feeds into the modest uptick in the blended price target to $36.11.
Actualización de narrativa Apr 03

URGN: Future Profit Margins Will Improve Through New J Code Reimbursement

Analysts have modestly fine-tuned their price target framework for UroGen Pharma, keeping fair value around $35.63. Small adjustments to the discount rate, revenue growth, profit margin, and forward P/E reflect updated assumptions rather than a major change in outlook.
Actualización de narrativa Mar 20

URGN: Future Profit Margins Will Benefit From New J Code And Loan Refinancing

Analysts kept their fair value estimate for UroGen Pharma steady at $35.63 while making only minimal adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E. These changes reflect updated views on operating costs and financing conditions, similar to those that recently led to modest target reductions in other healthcare names.
Actualización de narrativa Mar 05

URGN: Future Profit Margins Will Benefit From New J Code Reimbursement

Analysts now place UroGen Pharma's fair value at about $35.63, compared with the prior $35.25. This reflects updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a higher future P/E estimate.
Artículo de análisis Dec 05

UroGen Pharma Ltd. (NASDAQ:URGN) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

UroGen Pharma Ltd. ( NASDAQ:URGN ) shareholders have had their patience rewarded with a 26% share price jump in the...
Actualización de narrativa Nov 26

URGN: Future Profit Margins Will Benefit From Recent Regulatory Milestones

Analysts have raised their price target for UroGen Pharma from $33.75 to $35.25. They cite expectations of stronger revenue growth and improved profit margins as key drivers for the increase.
Artículo de análisis Oct 06

UroGen Pharma Ltd.'s (NASDAQ:URGN) Price Is Out Of Tune With Revenues

It's not a stretch to say that UroGen Pharma Ltd.'s ( NASDAQ:URGN ) price-to-sales (or "P/S") ratio of 8.5x right now...
Actualización de narrativa Sep 09

Office-Based Urology Therapies And Demographic Trends Will Redefine Care

Driven by an improved net profit margin and a modest reduction in future P/E, analysts have raised UroGen Pharma’s consensus price target from $32.00 to $33.75. What's in the News ZUSDURI (mitomycin) received FDA approval as the first and only approved therapy for adults with recurrent low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC), with U.S. availability expected on or around July 1, 2025.
Actualización de narrativa Aug 15

Office-Based Urology Therapies And Demographic Trends Will Redefine Care

As there is no change in the key metrics—consensus price target ($31.43), discount rate (6.85%), and future P/E (15.67x)—analyst valuation for UroGen Pharma remains steady, reflecting an unchanged fair value. What's in the News ZUSDURI (mitomycin) received FDA approval as the first and only medication for adults with recurrent low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC), with U.S. availability expected on or around July 1, 2025.
Artículo de análisis Aug 10

The UroGen Pharma Ltd. (NASDAQ:URGN) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

NasdaqGM:URGN 1 Year Share Price vs Fair Value Explore UroGen Pharma's Fair Values from the Community and select yours...
Artículo de análisis Jul 07

Optimistic Investors Push UroGen Pharma Ltd. (NASDAQ:URGN) Shares Up 84% But Growth Is Lacking

UroGen Pharma Ltd. ( NASDAQ:URGN ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis May 17

Lacklustre Performance Is Driving UroGen Pharma Ltd.'s (NASDAQ:URGN) 30% Price Drop

The UroGen Pharma Ltd. ( NASDAQ:URGN ) share price has fared very poorly over the last month, falling by a substantial...
Artículo de análisis May 15

Earnings Release: Here's Why Analysts Cut Their UroGen Pharma Ltd. (NASDAQ:URGN) Price Target To US$32.63

It's shaping up to be a tough period for UroGen Pharma Ltd. ( NASDAQ:URGN ), which a week ago released some...
User avatar
Nueva narrativa May 07

UGN-102 Approval Will Broaden Bladder Cancer Treatment Options

Anticipated approval of UGN-102 could significantly expand UroGen Pharma's market, boosting revenues with its compelling response rates and potential pricing power.
Artículo de análisis Feb 12

Improved Revenues Required Before UroGen Pharma Ltd. (NASDAQ:URGN) Shares Find Their Feet

You may think that with a price-to-sales (or "P/S") ratio of 4.8x UroGen Pharma Ltd. ( NASDAQ:URGN ) is definitely a...
Seeking Alpha Jan 31

UroGen: Upcoming PDUFA, Some Concerns Remain

Summary UroGen's Jelmyto, a gel-based mitomycin product for LG-UTUC, achieved $25.2mn in Q3 2024, marking a 20% YoY increase. Lead candidate UGN-102 shows promise in treating low-grade intermediate risk NMIBC, with significant clinical trial success and a PDUFA date set for June 13, 2025. Financially, UroGen has a market cap of $464mn and a cash runway of 8-9 quarters, despite facing patent challenges from Teva. Despite promising data and market potential, UroGen's low market cap suggests caution; a pilot investment is recommended with awareness of associated risks. Read the full article on Seeking Alpha
Artículo de análisis Nov 18

Is UroGen Pharma (NASDAQ:URGN) Weighed On By Its Debt Load?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Aug 28

UroGen Pharma: There Is Some Potential Here

Summary UroGen Pharma Ltd. focuses on urothelial and specialty cancers, with Jelmyto approved for LG-UTUC and promising pipeline candidates like UGN-102 for bladder cancer. UGN-102 should garner FDA approval in the first half of 2025 and has a much bigger potential market than Jelmyto. UroGen is also advancing some next-generation candidates within its pipeline and has adequate near-term funding in place. An analysis around UroGen Pharma follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Jun 17

UroGen: Q3 NDA Opens Hefty Revenue Opportunity

Summary ENVISION DOR data released in Q2, 2024 showed an unprecedented 82.3% Duration of Response for UGN-102. Following such positive data, it expects to make an FDA submission late in Q3, 2024, with potential for priority review. UroGen Pharma's blockbuster drug potential, liquidity, and modest market cap make it a strong buy. Read the full article on Seeking Alpha
Artículo de análisis Jun 14

UroGen Pharma Ltd.'s (NASDAQ:URGN) Share Price Boosted 35% But Its Business Prospects Need A Lift Too

UroGen Pharma Ltd. ( NASDAQ:URGN ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Apr 09

UroGen Pharma Ltd. (NASDAQ:URGN) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough

UroGen Pharma Ltd. ( NASDAQ:URGN ) shares have had a horrible month, losing 27% after a relatively good period...
Seeking Alpha Mar 18

UroGen: All Eyes On UGN-102

Summary JELMYTO revenues are growing but not by enough to support UroGen's operations. Guided financials show ongoing losses with adequate liquidity for its near-term UGN-102 development. If all goes as hoped, UroGen will launch UGN-102 in Q1 2025. Read the full article on Seeking Alpha
Artículo de análisis Mar 17

UroGen Pharma Ltd. (NASDAQ:URGN) Just Released Its Annual Results And Analysts Are Updating Their Estimates

It's been a sad week for UroGen Pharma Ltd. ( NASDAQ:URGN ), who've watched their investment drop 20% to US$14.46 in...
Artículo de análisis Jan 18

UroGen Pharma Ltd. (NASDAQ:URGN) Looks Inexpensive But Perhaps Not Attractive Enough

UroGen Pharma Ltd.'s ( NASDAQ:URGN ) price-to-sales (or "P/S") ratio of 6.2x might make it look like a strong buy right...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Liz Barrett en comparación con los beneficios de UroGen Pharma?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$133m

Dec 31 2025US$4mUS$856k

-US$153m

Sep 30 2025n/an/a

-US$165m

Jun 30 2025n/an/a

-US$155m

Mar 31 2025n/an/a

-US$138m

Dec 31 2024US$4mUS$826k

-US$127m

Sep 30 2024n/an/a

-US$115m

Jun 30 2024n/an/a

-US$114m

Mar 31 2024n/an/a

-US$104m

Dec 31 2023US$5mUS$794k

-US$102m

Sep 30 2023n/an/a

-US$105m

Jun 30 2023n/an/a

-US$109m

Mar 31 2023n/an/a

-US$112m

Dec 31 2022US$2mUS$764k

-US$110m

Sep 30 2022n/an/a

-US$109m

Jun 30 2022n/an/a

-US$114m

Mar 31 2022n/an/a

-US$113m

Dec 31 2021US$4mUS$739k

-US$111m

Sep 30 2021n/an/a

-US$113m

Jun 30 2021n/an/a

-US$111m

Mar 31 2021n/an/a

-US$117m

Dec 31 2020US$2mUS$637k

-US$128m

Sep 30 2020n/an/a

-US$137m

Jun 30 2020n/an/a

-US$130m

Mar 31 2020n/an/a

-US$121m

Dec 31 2019US$26mUS$695k

-US$105m

Compensación vs. Mercado: La compensación total ($USD4.31M) de Liz está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.47M).

Compensación vs. Ingresos: La compensación de Liz ha aumentado mientras la empresa no es rentable.


CEO

Liz Barrett (63 yo)

7.3yrs
Permanencia
US$4,310,624
Compensación

Ms. Elizabeth A. Barrett, also known as Liz, has been President, Chief Executive Officer and Director of UroGen Pharma Ltd. since January 3, 2019. She has been a Director at Allogene Therapeutics, Inc. sin...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Elizabeth Barrett
President7.3yrsUS$4.31m0.67%
$ 9.4m
Jason Smith
General Counsel5.8yrsUS$1.20m0.11%
$ 1.5m
Mark Schoenberg
Chief Medical Officer8.4yrsUS$1.17m0.28%
$ 3.9m
Christopher Degnan
Chief Financial Officer1.6yrsUS$1.43m0.0047%
$ 65.9k
Vincent Perrone
Senior Director of Investor Relationsno datasin datossin datos
Alison Hardgrove
Senior Vice President of Human Resourcesless than a yearsin datossin datos
Marina Konorty
Executive Vice President of Research & Development and Technical Operations6.2yrssin datossin datos
James Ottinger
Executive Vice President of Regulatory Affairs & Quality6.2yrssin datossin datos
Michael Louie
Chief Development Officer2.8yrssin datossin datos
Timothy Simon
Senior Vice President of Business Development & Portfolio Strategyno datasin datossin datos
Ron Bentsur
Advisorno dataUS$699.77ksin datos
6.0yrs
Permanencia media
59yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de URGN es experimentado (6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Elizabeth Barrett
President7.3yrsUS$4.31m0.67%
$ 9.4m
Cynthia Butitta
Independent Director8.6yrsUS$389.74k0.0041%
$ 57.7k
Stuart Holden
Independent Director10.4yrsUS$382.24k0.0041%
$ 57.7k
Arie Belldegrun
Independent Chairman13.4yrsUS$537.49k0.84%
$ 11.8m
Daniel Wildman
Independent Director3.5yrsUS$396.27k0.0041%
$ 57.7k
Jack Baniel
Member of Scientific Advisory Boardno datasin datossin datos
Herbert Lepor
Chairman of Scientific Advisory Boardno datasin datossin datos
Fred Witjes
Member of Scientific Advisory Boardno datasin datossin datos
James Robinson
Independent Director2.8yrsUS$383.22k0.0082%
$ 115.6k
Leana Wen
Independent Director3.8yrsUS$392.24k0.0041%
$ 57.7k
7.3yrs
Permanencia media
68yo
Promedio de edad

Junta con experiencia: La junta directiva de URGN se considera experimentada (7.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 14:47
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

UroGen Pharma Ltd. está cubierta por 22 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Anita DushyanthBerenberg
Jason KolbertD. Boral Capital LLC.
Paul ChoiGoldman Sachs