UroGen Pharma (URGN) Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary

Strategic priorities and commercial focus

• Shifting from near-term to long-term growth, aiming for sustainable expansion in uro-oncology through accelerated adoption of ZUSDURI and continued support for JELMYTO.

• Commercial success of ZUSDURI is enabling reinvestment into future growth and pipeline development.

• Focused on expanding reach in community practices and large group practices, where most patients are treated.

• Leveraging learnings from JELMYTO to streamline logistics, reimbursement, and integration for ZUSDURI.

• Doubling customer-facing roles to enhance support for providers and patients.

Product performance and adoption drivers

• ZUSDURI adoption is strong due to a larger patient pool, ease of administration, and compelling clinical data (80% complete response, 65% at 3 years).

• Early use is shifting from post-surgery to primary therapy, with growing physician comfort in using it upfront.

• Adoption is highest in large group community practices, supported by improved reimbursement confidence.

• Patient and provider support includes hands-on assistance, specialty distributors, and a returns policy for unused product.

• Physicians are comfortable with retreatment, and data collection on repeat use is planned via registries.

Market penetration and prescriber engagement

• Targeting 8,000 urologists, focusing on top 250 high-prescribing accounts for both breadth and depth.

• Less than 20% market penetration could yield $1B+ in annual revenue; Q1 saw a doubling of prescribing doctors.

• Growth in patient enrollment forms and new patient starts continues into Q2, outpacing JELMYTO.

• Positive feedback and high intent to use from physicians, with 92% indicating future use of Cysview.

• Efforts are ongoing to move more prescribers toward broader adoption and reinforce clinical conviction.