UroGen Pharma (URGN) Bank of America Global Healthcare Conference 2026 summary

Key product and clinical updates

• ZUSDURI achieved over $30 million in Q1 revenue, with more than 100% quarter-over-quarter growth and rapid adoption following the permanent J-code, especially in community practices.

• Physicians are increasingly adopting ZUSDURI for a broader patient base, with repeat prescribers indicating positive experiences and surprising complete responses in difficult cases.

• 95% open access for reimbursement has been achieved, with no denials reported and strong support from field reimbursement managers.

• VISION trial data show 64.5% of patients had a 36-month duration of response, with median time to recurrence not yet reached, suggesting durable efficacy.

• At the upcoming AUA conference, a webcast event will feature physician and patient experiences, and new 24- and 36-month data will be highlighted.

Market access and adoption trends

• Community practices now account for a growing share of adoption, expected to contribute 65% of revenue, as reimbursement and practice fit improve.

• Patient demand is rising, with some patients directly requesting ZUSDURI, and increased patient engagement is anticipated to drive further growth.

• The addressable market is estimated at 85,000 annual patients, with initial use in the hardest-to-treat cases and expected expansion as adoption grows.

Pipeline and future development

• UGN-103, a next-generation mitomycin formulation, is showing consistent data with ZUSDURI in the phase III UTOPIA trial and has patent protection into the 2040s.

• Plans are underway to expand UGN-103 into high-grade and adjuvant settings, with additional studies targeting broader bladder cancer populations.

• UGN-104 for upper tract cancers is expected to complete enrollment this year, and a first-in-human trial for an oncolytic virus (UGN-501) is planned, aiming to move beyond urothelial cancers.