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

Key highlights from recent conferences

• Strong presence and positive feedback for ZUSDURI at the AUA conference, reinforcing its position in recurrent low-grade intermediate-risk non-muscle invasive bladder cancer.

• Physicians and patients are increasingly recognizing ZUSDURI as a preferred alternative to surgery, with anecdotal reports of durable responses and high patient satisfaction.

• Recent data show 65% durability of response at three years for ZUSDURI, supporting its adoption as a primary therapy in the intermediate-risk space.

• The company is actively engaging with physicians and patients to drive awareness and adoption, including educational webinars and patient-focused initiatives.

Financial and operational performance

• Q1 revenue for ZUSDURI exceeded $29 million, more than doubling from the previous quarter, with month-over-month growth continuing into Q2.

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

• 40% of prescribers are now repeat writers, and efforts are underway to further increase both breadth and depth of utilization.

• Positive reimbursement trends and practice economics are supporting adoption, with a focus on seamless integration into clinical workflows.

Pipeline and competitive landscape

• UGN-103 is on track for a Q3 submission, with approval anticipated in 2027; the trial design and endpoints have FDA agreement.

• UGN-501, a rationally designed oncolytic virus, is entering phase I trials this year, with plans to leverage the RTGel platform for enhanced delivery.

• ZUSDURI is positioned as a primary therapy, while competitors are developing adjuvant therapies for the intermediate-risk space.

• The company expects to maintain its market base as new therapies enter, aiming to expand the category and patient access.