종목/URGN
UroGen Pharma Ltd.
JELMYTO 2026 net product revenue 예상 범위: $97 million to $101 million. 2026 전체 영업비용(operating expenses) 예상 범위: $240 million to $250 million, 포함 비현금 주식보상 $20 million to $24 million. (ZUSDURI 연간 매출 가이던스: 제시 없음)
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
UroGen Pharma Ltd., a biotechnology company, engages in the development and commercialization of solutions for urothelial and specialty cancers. It offers RTGel, a novel proprietary polymeric biocompatible, reverse thermal gelation hydrogel technology; Mitomycin a generic drug used off-label as an adjuvant chemotherapy for the treatment of low-grade NMIBC after trans-urethral resection of bladder tumor; Zusduri, a sustained-release formulation of mitomycin for the treatment of non-muscle invasive bladder cancer (NMIBC); and Jelmyto for pyelocalyceal solutions. The company's lead product candidates are UGN-103, which is in phase 3 of clinical trial for intravesical solution; and UGN-104 that is in phase 3 of clinical trial for pyelocalyceal solution designed for the treatment of several forms of non-muscle invasive urothelial cancer that include low-grade upper tract urothelial cancer and low-grade intermediate risk NMIBC. It is also developing UGN-301, UGN-301+UGN 201, and UGN-301+gemcitabine that are in phase 1 of clinical trial for the treatment of high-grade NMIBC. The company has license agreement with Agenus Inc. to develop, make, use, sell, import, and commercialize products of Agenus for the treatment of cancers of the urinary tract via intravesical delivery; and licensing and supply agreement with medac Gesellschaft für klinische Spezialpräparate m.b.H. to develop UGN-103 and UGN-104. UroGen Pharma Ltd. was incorporated in 2004 and is headquartered in Princeton, New Jersey.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 11일 (월) | 2026 Q1 | $-0.49 | — | — | — | — |
| 5월 7일 (목) | 2026 Q1 | $-0.49 | — | — | — | — |
| UNH | 유나이티드헬스 | 364B | +8.9% | 75% (3/4) |
| MRK | 머크 | 281B | +16.0% | 100% (4/4) |
매출과 ZUSDURI의 급성장이 명확해 'beat' 성격의 결과로 해석될 가능성이 크다. 다만 높은 SG&A(대규모 상용화 비용)로 인한 지속적 손실과 8.25% 고정 이자부담은 실적의 상향 요인에도 불구하고 리스크로 작용할 수 있다.
| 5월 6일 (수) |
| 2026 Q1 |
| $-0.49 |
| $-0.47 |
| +4.5% |
| $51M |
| — |