Q2 2025 Urogen Pharma Ltd Earnings Call Transcript

Aug 7, 2025 / 02:00 PM GMT

Release Date Price: $18.54 (-4.24%)

Transcript 10-Q8-K

Key Points

Positve

UroGen Pharma Ltd (URGN) achieved FDA approval for Zourri, marking a significant milestone for the company and offering a new treatment option for patients with recurrent, low-grade, intermediate-risk, non-muscle invasive bladder cancer.
The company reported strong second-quarter net product revenues of $24.2 million for Gelmio, representing an 11% increase over the same period in 2024.
UroGen Pharma Ltd (URGN) has expanded its sales force from 50 to 82 representatives, positioning the company to reach 8,500 healthcare providers who treat approximately 90% of the addressable patient population.
The company has a strong balance sheet with $161.6 million in cash equivalents and marketable securities, providing the necessary capital to fund the Zourri launch and support pipeline advancements.
UroGen Pharma Ltd (URGN) is advancing its clinical pipeline with the fully enrolled phase 3 Utopia trial for UGN 103 and the initiation of a phase 3 trial for UGM 104, indicating progress in their next-generation formulations.

Negative

The company faces challenges with reimbursement logistics, particularly before the assignment of a permanent J code, which is crucial for broader adoption of Zourri.
UroGen Pharma Ltd (URGN) reported a net loss of $49.9 million for the second quarter of 2025, compared to a net loss of $33.4 million in the same period in 2024.
R&D expenses increased by $3.5 million, driven by higher manufacturing costs for Zourri and costs associated with the Phase 3 Utopia trial.
Selling, general, and administrative expenses rose by $13.1 million, primarily due to commercial preparation activities for Zourri.
The company has not yet provided specific metrics or guidance for Zourri's early launch phase, making it difficult to assess short-term performance and market penetration.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

URGN.OQ - Urogen Pharma Ltd
Q2 2025 Urogen Pharma Ltd Earnings Call
Aug 07, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Eurogen Pharma 2nd quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising you your hand is raised. To withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded. I'd now like to go ahead and hand the conference over to your first speaker today, Vincent Peron, Investor Relations. Vincent, you have the floor.

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