UroGen Pharma (URGN)

• Market cap: $555M
• 1 day: 8.57%
• 5 days: 63.67%
• 1 month: 18.64%
• 3 months: 10.37%
• 6 months: 5.99%
• Year to date: 12.43%
• 1 year: -31.26%
• 5 years: -54.77%
• 10 years: -13.95%
• Sector: Healthcare
• Industry: Biotechnology

About: UroGen Pharma Ltd is a clinical-stage biotechnology firm specializing in solutions for urothelial and specialty cancers. The company has developed RTGel reverse-thermal hydrogel, a proprietary technology enhancing the therapeutic profiles of existing drugs by enabling sustained release. Their flagship product, Jelmyto (mitomycin) for pyelocalyceal solution, along with investigational candidate UGN-102 (mitomycin) for intravesical solution, targets non-surgical tumor ablation in forms of non-muscle invasive urothelial cancer. Additionally, their immuno-uro-oncology pipeline includes UGN-301 (zalifrelimab), an anti-CTLA-4 antibody, intended for both monotherapy and combination therapy. Revenue is generated from product sales.

Employees: 234

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

216% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $542K

50% more funds holding in top 10

Funds holding in top 10: 4 [Q4 2024] → 6 (+2) [Q1 2025]

19% more capital invested

Capital invested by funds: $386M [Q4 2024] → $461M (+$74.3M) [Q1 2025]

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

4.39% more ownership

Funds ownership: 85.96% [Q4 2024] → 90.35% (+4.39%) [Q1 2025]

1% more funds holding

Funds holding: 138 [Q4 2024] → 140 (+2) [Q1 2025]

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $3 75% downside
• Avg. target: $22 82% upside
• High target: $47 291% upside

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

Scotiabank George Farmer	291% upside $47	Sector Outperform Maintained	13 Jun 2025
Guggenheim Kelsey Goodwin	149% upside $30	Buy Maintained	13 Jun 2025
D. Boral Capital Jason Kolbert	108% upside $25	Buy Maintained	12 Jun 2025
Oppenheimer Leland Gershell	17% downside $10	Outperform Maintained	3 Jun 2025
Guggenheim Michael Schmidt	25% upside $15	Buy Maintained	23 May 2025