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Urogen Pharma (DE:UR8)
NASDAQ:UR8
Germany Market

Urogen Pharma (UR8) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 06, 2026
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
-0.26
Last Year’s EPS
-0.92
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:May 06, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call communicated strong early commercial traction for ZUSDURI with robust revenue growth, improving prescriber metrics, better conversion timelines, and a solid pipeline with near-term regulatory milestones. These positives are tempered by elevated SG&A related to the launch, ongoing net losses, limited current prescriber penetration relative to long-term targets, and continued uncertainty around full-year ZUSDURI revenue. On balance, the company is demonstrating accelerating commercial momentum and advancement of programs while managing costs and liquidity.
Company Guidance
Management reiterated unchanged 2026 guidance: JELMYTO net product revenues of $97–101 million (≈3–7% YoY growth) and no formal 2026 sales guidance for ZUSDURI, while full‑year operating expenses are expected to be $240–250 million (including $20–24 million of noncash share‑based compensation). They reported Q1 results that underpin the outlook: total revenue $51.0M (ZUSDURI $29.2M, JELMYTO $21.7M), net loss $23.6M ($0.47/share), R&D $15.6M and SG&A $51.5M, with cash, cash equivalents and marketable securities of $140.3M as of March 31; commercial KPIs showed 256 unique prescribers (up from 102), 103 repeat prescribers (up from 32), PEF‑to‑start cycle improved to ~30–35 days in Q1 (from 45–60 days in Q4, with a steady‑state target of 2–3 weeks), open access to >95% of covered lives, and a hospital/community mix shifting from ~60/40 toward ~50/50—management also highlighted a $5 billion addressable market and the potential for ZUSDURI to reach peak annual revenues in excess of $1 billion.
Strong Q1 Revenue Growth
Total revenue of $51.0M in Q1 2026 versus $20.3M in Q1 2025, a 152% year-over-year increase driven primarily by the commercial launch of ZUSDURI and JELMYTO.
ZUSDURI Early Launch Momentum
ZUSDURI generated $29.2M in Q1 2026, representing more than 100% quarter-over-quarter growth as reported; adoption metrics improved meaningfully with 256 unique prescribers (up from 102 at year-end, ~+151%) and 103 repeat prescribers (up from 32, ~+222%).
Improving Commercial Conversion and Channel Mix
Cycle time from patient enrollment form (PEF) to treatment improved from ~45–60 days in Q4 to ~30–35 days in Q1, with a target steady-state of 2–3 weeks. Mix shifted from ~60% hospital/40% community in Q4 toward ~50/50 in Q1, unlocking community access where ~70% of the market resides.
JELMYTO Stability and Guidance
JELMYTO revenue of $21.7M in Q1 2026 with stable, predictable demand. Full-year 2026 JELMYTO net product revenue guidance of $97M–$101M, implying ~3%–7% year-over-year growth.
Pipeline Progress and Near-Term Regulatory Milestones
UGN-103 (next-generation mitomycin) showed a 77.8% complete response at 3 months in Phase III UTOPIA; NDA planned in H2 2026 with 6-month durability data expected midyear and potential approval in 2027 (permanent J-code possibly early 2028). UGN-104 Phase III enrollment expected to complete by end of 2026. UGN-501 IND expected in Q2 2026 with Phase I initiation in NMIBC by year-end.
Clinical Durability and Published Data
ENVISION (ZUSDURI) showed ~80% complete response at 3 months and ~72% event-free probability at 24 months (Kaplan-Meier), with median duration of response not reached at median follow-up of 23.7 months; data published in Journal of Urology and to be presented at AUA.
Improved Financial Position and Reduced R&D Spend
Cash, cash equivalents and marketable securities totaled $140.3M as of March 31, 2026, supported by term loan refinancing. R&D expenses declined to $15.6M in Q1 2026 from $19.9M in Q1 2025 (≈-22%), reflecting prior-period items and program timing.
Smaller Net Loss Versus Prior Year
Net loss improved to $23.6M ($0.47 per share) in Q1 2026 versus a net loss of $43.8M ($0.92) in Q1 2025, roughly a 46% reduction in the quarterly loss.

Urogen Pharma (DE:UR8) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:UR8 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 06, 2026
2026 (Q2)
-0.26 / -
-0.918
May 06, 2026
2026 (Q1)
-0.42 / -0.41
-0.80448.91% (+0.39)
Mar 02, 2026
2025 (Q4)
-0.44 / -0.47
-0.69932.50% (+0.23)
Nov 06, 2025
2025 (Q3)
-0.60 / -0.60
-0.481-25.45% (-0.12)
Aug 07, 2025
2025 (Q2)
-0.76 / -0.92
-0.795-15.38% (-0.12)
May 12, 2025
2025 (Q1)
-0.70 / -0.80
-0.8485.15% (+0.04)
Mar 10, 2025
2024 (Q4)
-0.63 / -0.70
-0.629-11.11% (-0.07)
Nov 06, 2024
2024 (Q3)
-0.71 / -0.48
-0.59419.12% (+0.11)
Aug 13, 2024
2024 (Q2)
-0.73 / -0.80
-0.911.65% (+0.10)
May 13, 2024
2024 (Q1)
-0.76 / -0.85
-1.13625.38% (+0.29)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:UR8 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 06, 2026
€19.48€19.84+1.87%
Mar 02, 2026
€17.50€18.30+4.57%
Nov 06, 2025
€16.90€15.00-11.24%
Aug 07, 2025
€16.40€16.60+1.22%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Urogen Pharma (DE:UR8) report earnings?
Urogen Pharma (DE:UR8) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
    What is Urogen Pharma (DE:UR8) earnings time?
    Urogen Pharma (DE:UR8) earnings time is at Aug 06, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
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          What is the P/E ratio of Urogen Pharma stock?
          The P/E ratio of Urogen Pharma is N/A.
            What is DE:UR8 EPS forecast?
            DE:UR8 EPS forecast for the fiscal quarter 2026 (Q2) is -0.26.