UroGen Pharma (URGN) 7th Annual Oncology Innovation Summit: Insights for ASCO & EHA summary

Key highlights from recent conferences

• Strong presence and positive feedback at the AUA conference, reinforcing ZUSDURI as a leading therapy for recurrent low-grade intermediate-risk non-muscle invasive bladder cancer.

• Physician and patient testimonials at events highlighted high satisfaction and growing conviction in ZUSDURI's efficacy and ease of use.

• Anecdotal and survey data indicate 92% of physicians plan to use ZUSDURI, with adoption following a traditional curve.

• Patient demand is increasing, with many requesting ZUSDURI after hearing about its benefits.

• KOL panels and webinars have been effective in educating and engaging the medical community.

Financial and operational performance

• Q1 revenue for ZUSDURI exceeded $29 million, more than doubling from the previous quarter.

• Number of ZUSDURI prescribers grew from 100 to over 250 in Q1, with repeat writers increasing from 30 to over 100.

• Month-over-month growth observed in Q1 continued into Q2, supporting confidence in durable, linear revenue growth for the year.

• Focus remains on expanding both the breadth and depth of prescriber adoption, targeting a universe of 8,000 physicians.

• Enhanced field support and positive reimbursement dynamics are driving repeat usage and practice integration.

Market feedback and competitive landscape

• ZUSDURI is increasingly seen as the go-to therapy for recurrent intermediate-risk patients, with 65% three-year durability of response.

• Differentiation from competitors is based on primary therapy status, shorter treatment duration, and favorable workflow integration.

• Other therapies in development are primarily adjuvant and require more complex administration.

• The company expects to maintain its base while welcoming new entrants to help expand the category.