UroGen Pharma Ltd.

Report azionario NasdaqGM:URGN

Capitalizzazione di mercato: US$1.4b

UroGen Pharma Gestione

Criteri Gestione verificati 3/4

UroGen Pharma Il CEO è Liz Barrett, nominato in Jan2019, e ha un mandato di 7.33 anni. la retribuzione annua totale è $ 4.31M, composta da 19.8% di stipendio e 80.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.67% delle azioni della società, per un valore di $ 9.62M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6 anni e 7.3 anni.

Informazioni chiave

Liz Barrett

Amministratore delegato

US$4.3m

Compenso totale

Percentuale dello stipendio del CEO19.85%
Mandato del CEO7.3yrs
Proprietà del CEO0.7%
Durata media del management6yrs
Durata media del Consiglio di amministrazione7.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Liz Barrett rispetto agli utili di UroGen Pharma?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Liz ($USD 4.31M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.45M ).

Compensazione vs guadagni: La retribuzione di Liz è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Liz Barrett (63 yo)

7.3yrs
Mandato
US$4,310,624
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Elizabeth Barrett
President7.3yrsUS$4.31m0.67%
$ 9.6m
Jason Smith
General Counsel5.8yrsUS$1.20m0.11%
$ 1.5m
Mark Schoenberg
Chief Medical Officer8.4yrsUS$1.17m0.28%
$ 4.0m
Christopher Degnan
Chief Financial Officer1.6yrsUS$1.43m0.0047%
$ 67.2k
Vincent Perrone
Senior Director of Investor Relationsno dataNessun datoNessun dato
Alison Hardgrove
Senior Vice President of Human Resourcesless than a yearNessun datoNessun dato
Marina Konorty
Executive Vice President of Research & Development and Technical Operations6.2yrsNessun datoNessun dato
James Ottinger
Executive Vice President of Regulatory Affairs & Quality6.2yrsNessun datoNessun dato
Michael Louie
Chief Development Officer2.8yrsNessun datoNessun dato
Timothy Simon
Senior Vice President of Business Development & Portfolio Strategyno dataNessun datoNessun dato
Ron Bentsur
Advisorno dataUS$699.77kNessun dato
6.0yrs
Durata media
59yo
Età media

Gestione esperta: Il team dirigenziale di URGN è esperto e expertise (durata media dell'incarico 6 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Elizabeth Barrett
President7.3yrsUS$4.31m0.67%
$ 9.6m
Cynthia Butitta
Independent Director8.6yrsUS$389.74k0.0041%
$ 58.8k
Stuart Holden
Independent Director10.4yrsUS$382.24k0.0041%
$ 58.8k
Arie Belldegrun
Independent Chairman13.4yrsUS$537.49k0.84%
$ 12.0m
Daniel Wildman
Independent Director3.5yrsUS$396.27k0.0041%
$ 58.8k
Jack Baniel
Member of Scientific Advisory Boardno dataNessun datoNessun dato
Herbert Lepor
Chairman of Scientific Advisory Boardno dataNessun datoNessun dato
Fred Witjes
Member of Scientific Advisory Boardno dataNessun datoNessun dato
James Robinson
Independent Director2.8yrsUS$383.22k0.0082%
$ 117.8k
Leana Wen
Independent Director3.8yrsUS$392.24k0.0041%
$ 58.8k
7.3yrs
Durata media
68yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di URGN sono considerati esperti (durata media dell'incarico 7.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/27 21:57
Prezzo dell'azione a fine giornata2026/05/27 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

UroGen Pharma Ltd. è coperta da 22 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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