UroGen Pharma (URGN) reported second-quarter 2026 revenue of $72.5 million, up from $24.2 million a year earlier, driven by the commercial launch of ZUSDURI. ZUSDURI generated $50.4 million in revenue in the quarter, representing 73% growth from the first quarter of 2026.
The company reported a net loss of $14.4 million, or $0.28 per basic and diluted share, compared with a net loss of $49.9 million, or $1.05 per basic and diluted share, in the second quarter of 2025. UroGen said cash, cash equivalents and marketable securities totaled $108.0 million as of June 30, 2026.
- Total Q2 revenue was $72.5 million, compared with $24.2 million in Q2 2025.
- ZUSDURI net product revenue was $50.4 million, with 1,444 activated sites of care and 452 unique prescribers as of June 30, 2026.
- JELMYTO generated $22.0 million in net product revenue, compared with $24.2 million in the prior-year quarter.
- R&D expenses were $17.3 million, compared with $18.9 million in Q2 2025.
- SG&A expenses were $48.4 million, compared with $43.2 million in the year-earlier period.
- UroGen continues to expect 2026 JELMYTO net product revenue of $97 million to $101 million.
- The company increased full-year 2026 operating expense guidance to $260 million to $270 million.
- UroGen said UGN-103 remains on track for an NDA submission in the third quarter of 2026, and UGN-501 is expected to begin a Phase 1 trial in the fourth quarter of 2026.
$URGN Insider Trading Activity
$URGN insiders have traded $URGN stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $URGN stock by insiders over the last 6 months:
- MARK SCHOENBERG (Chief Medical Officer) has made 0 purchases and 3 sales selling 25,222 shares for an estimated $892,660.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$URGN Hedge Fund Activity
We have seen 71 institutional investors add shares of $URGN stock to their portfolio, and 72 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PARADIGM BIOCAPITAL ADVISORS LP removed 2,769,699 shares (-61.9%) from their portfolio in Q1 2026, for an estimated $49,799,188
- TORONTO DOMINION BANK added 2,616,714 shares (+inf%) to their portfolio in Q1 2026, for an estimated $47,048,517
- KYNAM CAPITAL MANAGEMENT, LP added 2,247,393 shares (+inf%) to their portfolio in Q1 2026, for an estimated $40,408,126
- OPALEYE MANAGEMENT INC. added 1,161,577 shares (+432.7%) to their portfolio in Q1 2026, for an estimated $20,885,154
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND removed 738,026 shares (-65.6%) from their portfolio in Q1 2026, for an estimated $13,269,707
- PRICE T ROWE ASSOCIATES INC /MD/ removed 588,152 shares (-95.4%) from their portfolio in Q1 2026, for an estimated $10,574,972
- SOLEUS CAPITAL MANAGEMENT, L.P. added 577,000 shares (+384.7%) to their portfolio in Q1 2026, for an estimated $10,374,460
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
