UroGen Pharma（URGN）株式概要
バイオテクノロジー企業であるウロジェン・ファーマ社は、尿路上皮がんおよび特殊がんに対するソリューションの開発と商品化に取り組んでいる。 詳細
URGN Community Fair Values
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Analyst Price Targets
UroGen Pharma Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$29.88 |
| 52週高値 | US$32.37 |
| 52週安値 | US$3.61 |
| ベータ | 1.59 |
| 1ヶ月の変化 | 19.38% |
| 3ヶ月変化 | 41.81% |
| 1年変化 | 632.35% |
| 3年間の変化 | 179.25% |
| 5年間の変化 | 62.92% |
| IPOからの変化 | 113.73% |
最新ニュース
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
ナラティブの更新 • 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.Recent updates
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ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.分析記事 • 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分析記事 • 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 AlphaSeeking 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...株主還元
| URGN | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 0.7% | -3.0% | -0.3% |
| 1Y | 632.4% | 32.9% | 26.7% |
業界別リターン: URGN過去 1 年間で32.9 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: URGN過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| URGN volatility | |
|---|---|
| URGN Average Weekly Movement | 9.7% |
| Biotechs Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: URGN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: URGNの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 298 | Liz Barrett | www.urogen.com |
バイオテクノロジー企業であるUroGen Pharma Ltd.は、尿路上皮がんおよび特殊がんに対するソリューションの開発と商業化に従事している。同社は、新規の独自の高分子生体適合性逆熱ゲル化ハイドロゲル技術であるRTGel、経尿道的膀胱腫瘍切除後の低悪性度NMIBCの治療のための補助化学療法として適応外で使用されるジェネリック医薬品であるマイトマイシン、非筋肉浸潤性膀胱癌（NMIBC）の治療のためのマイトマイシンの徐放性製剤であるZusduri、腎盂尿管結石ソリューションであるJelmytoを提供している。同社の主要な製品候補は、膀胱内用液で臨床試験第3相段階にあるUGN-103と、低悪性度上部尿路上皮がんや低悪性度中等度リスクのNMIBCを含むいくつかの形態の非筋肉浸潤性尿路上皮がんの治療を目的とした腎盂尿路用液で臨床試験第3相段階にあるUGN-104である。また、UGN-301、UGN-301+UGN 201、UGN-301+ゲムシタビンを開発中であり、高悪性度NMIBCの治療薬として臨床第1相試験を実施中である。また、アジェナス社とは膀胱内投与による尿路がん治療薬の開発、製造、使用、販売、輸入、商業化に関するライセンス契約を、medac Gesellschaft für klinische Spezialpräparate m.b.H.とはUGN-103およびUGN-104の開発に関するライセンス契約および供給契約を締結している。ウロジェン・ファーマ社は2004年に設立され、ニュージャージー州プリンストンに本社を置いています。
UroGen Pharma Ltd. 基礎のまとめ
| URGN 基礎統計学 | |
|---|---|
| 時価総額 | US$1.47b |
| 収益（TTM） | -US$133.22m |
| 売上高(TTM) | US$140.49m |
10.4x
P/Sレシオ-10.9x
PER（株価収益率URGN は割高か？
公正価値と評価分析を参照収益と収入
| URGN 損益計算書（TTM） | |
|---|---|
| 収益 | US$140.49m |
| 売上原価 | US$14.26m |
| 売上総利益 | US$126.24m |
| その他の費用 | US$259.46m |
| 収益 | -US$133.22m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -2.73 |
| グロス・マージン | 89.85% |
| 純利益率 | -94.83% |
| 有利子負債／自己資本比率 | -152.5% |
URGN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 00:21 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
UroGen Pharma Ltd. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Anita Dushyanth | Berenberg |
| Jason Kolbert | D. Boral Capital LLC. |
| Paul Choi | Goldman Sachs |