UroGen Pharma (URGN) Q2 FY26 earnings call

UroGen Pharma reported a strong second quarter, driven by a 73% sequential increase in ZUSDURI net product revenue and expanding adoption in community practices. The company reaffirmed JELMYTO's full-year guidance and strengthened its intellectual property with a new patent extending to 2044. Pipeline progress includes UGN-103's NDA submission on track and UGN-501's Phase I initiation, with management confident in reaching profitability with existing capital despite increased investment.