UroGen Pharma Ltd.

NasdaqGM:URGN 주식 리포트

시가총액: US$1.5b

UroGen Pharma 경영진

경영진 기준 점검 3/4

UroGen Pharma CEO는 Liz Barrett, Jan2019 에 임명되었습니다 의 임기는 7.33 년입니다. 총 연간 보상은 $4.31M, 19.8% 급여 및 80.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.76M 가치에 해당하는 회사 주식의 0.67% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6 년과 7.3 년입니다.

핵심 정보

Liz Barrett

최고경영자

US$4.3m

총 보수

CEO 급여 비율19.85%
CEO 재임 기간7.3yrs
CEO 지분 보유율0.7%
경영진 평균 재임 기간6yrs
이사회 평균 재임 기간7.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Liz Barrett의 보수는 UroGen Pharma의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Liz의 총 보수(USD4.31M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.45M) 수준입니다.

보상과 수익: Liz의 보상은 회사가 적자임에도 증가했습니다.


CEO

Liz Barrett (63 yo)

7.3yrs
재임 기간
US$4,310,624
보수

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...


리더십 팀

이름직위재임 기간보수지분
Elizabeth Barrett
President7.3yrsUS$4.31m0.67%
$ 9.8m
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%
$ 68.1k
Vincent Perrone
Senior Director of Investor Relationsno data데이터 없음데이터 없음
Alison Hardgrove
Senior Vice President of Human Resourcesless than a year데이터 없음데이터 없음
Marina Konorty
Executive Vice President of Research & Development and Technical Operations6.2yrs데이터 없음데이터 없음
James Ottinger
Executive Vice President of Regulatory Affairs & Quality6.2yrs데이터 없음데이터 없음
Michael Louie
Chief Development Officer2.8yrs데이터 없음데이터 없음
Timothy Simon
Senior Vice President of Business Development & Portfolio Strategyno data데이터 없음데이터 없음
Ron Bentsur
Advisorno dataUS$699.77k데이터 없음
6.0yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: URGN의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6 년).


이사회 구성원

이름직위재임 기간보수지분
Elizabeth Barrett
President7.3yrsUS$4.31m0.67%
$ 9.8m
Cynthia Butitta
Independent Director8.6yrsUS$389.74k0.0041%
$ 59.7k
Stuart Holden
Independent Director10.4yrsUS$382.24k0.0041%
$ 59.7k
Arie Belldegrun
Independent Chairman13.4yrsUS$537.49k0.84%
$ 12.2m
Daniel Wildman
Independent Director3.5yrsUS$396.27k0.0041%
$ 59.7k
Jack Baniel
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Herbert Lepor
Chairman of Scientific Advisory Boardno data데이터 없음데이터 없음
Fred Witjes
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
James Robinson
Independent Director2.8yrsUS$383.22k0.0082%
$ 119.5k
Leana Wen
Independent Director3.8yrsUS$392.24k0.0041%
$ 59.7k
7.3yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: URGN의 이사회경험이 있음으로 간주됩니다(평균 재임 7.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 14:08
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

UroGen Pharma Ltd.는 22명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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