UroGen Pharma (URGN)
Market Price (12/27/2025): $23.04 | Market Cap: $1.1 BilSector: Health Care | Industry: Biotechnology
UroGen Pharma (URGN)
Market Price (12/27/2025): $23.04Market Cap: $1.1 BilSector: Health CareIndustry: Biotechnology
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, and Precision Medicine. Themes include Oncology Treatments, Biopharmaceutical R&D, Show more. | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 16% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -110 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -112% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 109% | ||
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 10% | ||
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 61% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -17% | ||
| High stock price volatilityVol 12M is 112% | ||
| Key risksURGN key risks include [1] regulatory and commercial uncertainty for its lead candidate UGN-102 following criticism of its clinical trial design, Show more. |
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, and Precision Medicine. Themes include Oncology Treatments, Biopharmaceutical R&D, Show more. |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 16% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -110 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -112% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 109% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 61% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -17% |
| High stock price volatilityVol 12M is 112% |
| Key risksURGN key risks include [1] regulatory and commercial uncertainty for its lead candidate UGN-102 following criticism of its clinical trial design, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are the key points for the movement of UroGen Pharma (URGN) stock during the approximate period from August 31, 2025, to December 27, 2025:
<b>1. FDA Approval and Commercial Launch of ZUSDURI (UGN-102)</b><br><br>
UroGen Pharma received FDA approval for UGN-102, now marketed as ZUSDURI, on June 12, 2025, for the treatment of recurrent low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC). The commercial launch of ZUSDURI commenced on July 1, 2025, with its impact on revenue and market positioning being a significant driver for stock performance in the subsequent months.
<b>2. Positive Initial Commercial Uptake of ZUSDURI</b><br><br>
The company reported initial net product revenue of $1.8 million for ZUSDURI in the third quarter of 2025, with preliminary demand revenue for October 2025 estimated at $4.5 million, indicating an accelerating commercial uptake. This positive early performance of their newly launched product contributed to investor confidence.
<b>3. Favorable Results and Regulatory Strategy for UGN-103</b><br><br>
On November 6, 2025, UroGen announced a 77.8% three-month complete response rate from the Phase 3 UTOPIA trial of UGN-103, their next-generation treatment for LG-IR-NMIBC. Concurrently, the FDA agreed with the regulatory plan to submit a New Drug Application (NDA) based on data from this trial, providing a clear path for future pipeline growth and potential market expansion.
<b>4. Assignment of a Permanent J-Code for ZUSDURI</b><br><br>
ZUSDURI was assigned a unique, permanent Healthcare Common Procedure Coding System (HCPCS) J-code (J9282) in October 2025, effective January 1, 2026. This is a critical development for pharmaceutical companies as a J-code facilitates consistent and predictable reimbursement, which is expected to significantly boost sales and market penetration.
<b>5. Positive Analyst Sentiment and Price Targets</b><br><br>
As of October 27, 2025, analysts covering UroGen Pharma maintained a "Strong Buy" consensus rating for the stock, with an average price target forecasting a 23.00% increase over the next year. This strong positive sentiment from the analyst community likely influenced investor interest and supported the stock's upward movement.
Show moreStock Movement Drivers
Fundamental Drivers
The 25.6% change in URGN stock from 9/26/2025 to 12/26/2025 was primarily driven by a 19.9% change in the company's P/S Multiple.| 9262025 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 18.34 | 23.03 | 25.57% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 91.87 | 97.50 | 6.13% |
| P/S Multiple | 9.47 | 11.35 | 19.90% |
| Shares Outstanding (Mil) | 47.42 | 48.06 | -1.34% |
| Cumulative Contribution | 25.55% |
Market Drivers
9/26/2025 to 12/26/2025| Return | Correlation | |
|---|---|---|
| URGN | 25.6% | |
| Market (SPY) | 4.3% | 15.9% |
| Sector (XLV) | 15.2% | 12.9% |
Fundamental Drivers
The 70.7% change in URGN stock from 6/27/2025 to 12/26/2025 was primarily driven by a 63.0% change in the company's P/S Multiple.| 6272025 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 13.49 | 23.03 | 70.72% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 91.87 | 97.50 | 6.13% |
| P/S Multiple | 6.96 | 11.35 | 63.01% |
| Shares Outstanding (Mil) | 47.42 | 48.06 | -1.34% |
| Cumulative Contribution | 70.69% |
Market Drivers
6/27/2025 to 12/26/2025| Return | Correlation | |
|---|---|---|
| URGN | 70.7% | |
| Market (SPY) | 12.6% | 14.4% |
| Sector (XLV) | 17.0% | 24.9% |
Fundamental Drivers
The 108.6% change in URGN stock from 12/26/2024 to 12/26/2025 was primarily driven by a 96.4% change in the company's P/S Multiple.| 12262024 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 11.04 | 23.03 | 108.61% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 89.36 | 97.50 | 9.11% |
| P/S Multiple | 5.78 | 11.35 | 96.41% |
| Shares Outstanding (Mil) | 46.78 | 48.06 | -2.73% |
| Cumulative Contribution | 108.45% |
Market Drivers
12/26/2024 to 12/26/2025| Return | Correlation | |
|---|---|---|
| URGN | 108.6% | |
| Market (SPY) | 15.8% | 19.1% |
| Sector (XLV) | 13.3% | 26.5% |
Fundamental Drivers
The 189.0% change in URGN stock from 12/27/2022 to 12/26/2025 was primarily driven by a 290.1% change in the company's P/S Multiple.| 12272022 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 7.97 | 23.03 | 188.96% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 62.44 | 97.50 | 56.16% |
| P/S Multiple | 2.91 | 11.35 | 290.05% |
| Shares Outstanding (Mil) | 22.80 | 48.06 | -110.79% |
| Cumulative Contribution | -165.75% |
Market Drivers
12/27/2023 to 12/26/2025| Return | Correlation | |
|---|---|---|
| URGN | 59.9% | |
| Market (SPY) | 48.0% | 18.7% |
| Sector (XLV) | 18.2% | 22.2% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| URGN Return | -46% | -47% | -7% | 69% | -29% | 123% | -29% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| URGN Win Rate | 42% | 42% | 42% | 50% | 33% | 75% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| URGN Max Drawdown | -59% | -50% | -46% | -10% | -30% | -63% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | URGN | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -81.0% | -25.4% |
| % Gain to Breakeven | 426.6% | 34.1% |
| Time to Breakeven | 1,280 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -60.5% | -33.9% |
| % Gain to Breakeven | 152.9% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -67.7% | -19.8% |
| % Gain to Breakeven | 209.5% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
UroGen Pharma's stock fell -81.0% during the 2022 Inflation Shock from a high on 2/10/2021. A -81.0% loss requires a 426.6% gain to breakeven.
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AI Analysis | Feedback
Here are 1-3 brief analogies for UroGen Pharma (URGN):
- Vertex Pharmaceuticals for urothelial cancers.
- A highly specialized Bristol Myers Squibb, focused exclusively on specific urological cancers.
AI Analysis | Feedback
- JELMYTO (mitomycin) for pyelocalyceal solution: The first and only non-surgical treatment approved for low-grade upper tract urothelial cancer (UTUC).
- UGN-102 (mitomycin) for intravesical solution: An investigational product currently in Phase 3 clinical trials for the treatment of low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC).
AI Analysis | Feedback
UroGen Pharma (URGN) sells primarily to other companies, specifically to a limited number of wholesale distributors who then supply the company's products to specialty pharmacies, hospitals, and other healthcare providers.
According to its SEC filings, the company's major customers, which are wholesale distributors, are:
- McKesson Corporation (NYSE: MCK)
- AmerisourceBergen Corporation (NYSE: ABC)
- Cardinal Health, Inc. (NYSE: CAH)
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Liz Barrett, President and Chief Executive OfficerMs. Barrett was appointed CEO of UroGen Pharma in January 2019. She is a highly regarded industry leader with extensive experience in leading business organizations and Fortune 500 pharmaceutical companies. Prior to UroGen, she served as CEO of Novartis Oncology and was a member of the Novartis Executive Committee. She also held the position of Global President of Oncology at Pfizer Inc., where her leadership roles included President of Global Innovative Pharma for Europe, President of the Specialty Care Business Unit for North America, and President of United States Oncology. Before Pfizer, Ms. Barrett worked at Cephalon Inc. as Vice President and General Manager of the Oncology Business Unit, and at Johnson & Johnson. She began her career at Kraft Food Groups, Inc. Ms. Barrett has overseen the launch of major cancer drugs, including Ibrance (palbociclib) at Pfizer and was involved in the commercialization of Kymriah (tisagenlecleucel) at Novartis.
Chris Degnan, Chief Financial OfficerMr. Degnan was appointed Chief Financial Officer in October 2024. He brings extensive experience as a CFO for publicly traded biotech companies, having most recently served in this role at Galera Therapeutics and Verrica Pharmaceuticals. His expertise spans financial strategy, investor relations, SEC reporting, accounting, and compliance. Earlier in his career, Mr. Degnan held senior positions at Endo International plc and spent over 10 years at the global biopharmaceutical company AstraZeneca plc. He is a Certified Public Accountant.
Mark P. Schoenberg, M.D., Chief Medical OfficerDr. Schoenberg joined UroGen Pharma in 2017. He is an internationally recognized expert in the treatment of urothelial cancer, with significant contributions to peer-reviewed literature in urologic oncology. Dr. Schoenberg held prominent academic positions, including the Bernard Schwartz Distinguished Professor of Urologic Oncology at Johns Hopkins University from 2005 to 2014. He completed his fellowship in urologic oncology at The James Buchanan Brady Urological Institute of Johns Hopkins University. He also served as a resident in surgery and urology at the Hospital of The University of Pennsylvania and earned his medical degree from The University of Texas (Houston). He is a founding member of the scientific advisory board of The Bladder Cancer Advocacy Network. In 2014, he was named Professor and University Chair of Urology at the Albert Einstein College of Medicine.
Jason Smith, General Counsel and Chief Compliance OfficerMr. Smith joined UroGen Pharma in 2020. He is an experienced lawyer with extensive background in healthcare, pharmaceutical, and corporate law. Before his tenure at UroGen, he served as Chief Counsel, Oncology at Pfizer. Prior to Pfizer, Mr. Smith worked in the legal department at Wyeth, where he held various roles, including antitrust counsel, Global Product Counsel, and Chief Counsel, U.S. Pharmaceuticals. He began his legal career as an associate at Howrey, Simon, Arnold & White in Washington, D.C., focusing on antitrust and commercial litigation.
AI Analysis | Feedback
UroGen Pharma (URGN) faces several key business risks, primarily centered around regulatory hurdles for its product pipeline, its challenging financial health, and the complexities of market penetration and competition. The most significant risk stems from **regulatory hurdles and clinical trial outcomes for its product candidates, particularly UGN-102**. The FDA's Oncologic Drugs Advisory Committee (ODAC) voted against UGN-102 due to concerns over deficiencies in its clinical trial design, specifically the lack of a concurrent control arm. This resulted in substantial drops in UroGen's stock price and initiated class-action lawsuits alleging misleading statements to investors. While UGN-102 may have later received approval, its commercial viability and widespread physician adoption remain uncertain given the established surgical standards it aims to replace. Secondly, **UroGen Pharma's financial health presents a notable risk due to ongoing profitability challenges and significant debt**. The company has reported negative operating and net margins, as well as negative free cash flow, indicating difficulties in achieving overall profitability despite revenue growth. Its financial strength is rated as poor, with considerable debt levels contributing to a distress zone Z-Score. There are concerns about a limited financial runway and the potential need for future capital raises or non-dilutive financing. Finally, **market penetration, intense competition, and ensuring product acceptance are significant challenges**. UroGen's business heavily relies on the successful commercialization of its approved products, like Jelmyto, and its product candidates. The company faces hurdles in achieving broad physician adoption and market acceptance, and the actual market opportunities for its therapies may be smaller than anticipated due to competition from existing treatments and new market entrants. Additionally, the high rates of adverse reactions and the necessity for repeat procedures associated with some of its treatments could hinder patient uptake and overall market performance.AI Analysis | Feedback
The emerging threat to UroGen Pharma (URGN) is the advanced development and potential commercialization of TAR-200 by Johnson & Johnson (Janssen) / TARIS Biomedical. TAR-200 is an intravesical drug delivery system designed for sustained release of therapeutic agents, currently undergoing evaluation in multiple clinical trials for bladder cancer. While some studies focus on high-risk non-muscle invasive bladder cancer (NMIBC) or muscle-invasive bladder cancer, TAR-200 is also being investigated in intermediate-risk NMIBC with gemcitabine (e.g., in the SunRISe-1 study).
This directly threatens UroGen's lead pipeline asset, UGN-102 (mitomycin in RTGel™), which is targeting low-grade intermediate-risk NMIBC. Both products aim to provide sustained local delivery of chemotherapy to the bladder, offering a non-surgical or minimally invasive treatment option for NMIBC. Given Johnson & Johnson's vast resources and experience in drug development and commercialization, a successful TAR-200 could capture significant market share in a patient population that UroGen is heavily banking on for future growth with UGN-102. This represents a direct competitive platform technology from a formidable industry player, analogous to how a new disruptive technology from a major competitor can challenge an existing or emerging market leader.
AI Analysis | Feedback
UroGen Pharma's main products and pipeline candidates address the following markets:
- UGN-102 (ZUSDURI) for low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC): The estimated market opportunity for UGN-102 is over $5 billion in the U.S.. This condition affects an estimated 82,000 patients annually in the U.S.. Another estimate indicates approximately 22,000 newly diagnosed patients annually in the U.S., with 60,000 recurrences each year.
- JELMYTO (UGN-101/UGN-104) for low-grade upper tract urothelial carcinoma (LG-UTUC): The annual treatable patient population for LG-UTUC in the United States is approximately 6,000 to 7,000 individuals.
AI Analysis | Feedback
UroGen Pharma (URGN) is poised for future revenue growth over the next 2-3 years, driven by the expansion of its commercialized products and the progression of its pipeline. Key drivers include:
-
Accelerated Adoption and Market Penetration of ZUSDURI (UGN-102): Following its FDA approval in June 2025 for recurrent low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC), ZUSDURI is expected to be a significant revenue driver. The implementation of a permanent J-code in January 2026 is anticipated to accelerate its adoption, particularly in community settings, by streamlining reimbursement processes and facilitating wider usage. UroGen Pharma projects ZUSDURI to achieve over $1 billion in peak annual revenue, addressing an estimated $5 billion annual market opportunity.
-
Continued Growth of JELMYTO: JELMYTO (mitomycin) for pyelocalyceal solution, approved for low-grade upper tract urothelial cancer (LG-UTUC), continues to demonstrate strong underlying patient demand. The company anticipates JELMYTO net product revenues to be in the range of $94 million to $98 million for 2025, representing an expected 8%-12% year-over-year growth over 2024 demand-driven revenues.
-
Launch of Next-Generation Pipeline Products (UGN-103 and UGN-104): UroGen Pharma is advancing its pipeline with next-generation therapies. An New Drug Application (NDA) for UGN-103, a next-generation product for recurrent LG-IR-NMIBC, is planned for submission in the second half of 2026, with potential approval anticipated in 2027. UGN-104, designed as a next-generation therapy for JELMYTO, is expected to follow approximately a year later.
-
Expanded Commercial Infrastructure and Sales Force: To maximize the market reach and adoption of its products, particularly with the launch of ZUSDURI, UroGen Pharma has significantly expanded its commercial infrastructure. This includes increasing its sales force from 40 to 82 representatives and expanding to 130 customer-facing roles. These efforts are aimed at increasing prescriber awareness and securing broad reimbursement coverage.
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Share Issuance
- In July 2023, UroGen Pharma announced a private placement of ordinary shares, expecting to receive gross proceeds of approximately $120 million. This involved the issuance of 12,579,156 ordinary shares at a purchase price of $9.54 per share.
- In June 2024, the company raised approximately $116.2 million in net proceeds from a public offering to support the UGN-102 launch and for business development opportunities.
- The number of ordinary shares outstanding significantly increased from 22.14 million at the end of 2020 to 47.73 million as of November 2025.
Inbound Investments
- A private placement in July 2023, led by RA Capital Management L.P. and Great Point Partners LLC, secured approximately $120 million from selected institutional and accredited investors.
- The company has a $125 million term loan facility with funds managed by Pharmakon Advisors, with interest expense related to this debt reported in 2024 and 2025.
Outbound Investments
- In February 2025, UroGen expanded its nonclinical oncology portfolio through the purchase of product candidate UGN-501 from IconOVir Bio, Inc.
Capital Expenditures
- Capital expenditures for UroGen Pharma were $1.22 million in 2020, $0.75 million in 2021, $0.25 million in 2022, $0.19 million in 2023, and $0.30 million in 2024.
Latest Trefis Analyses
| Title | Topic | |
|---|---|---|
| DASHBOARDS | ||
| With UroGen Pharma Stock Sliding, Have You Assessed The Risk? | Return |
| Title | |
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| ARTICLES |
Trade Ideas
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Peer Comparisons for UroGen Pharma
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 51.32 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 11,854 |
| FCF 3Y Avg | 11,753 |
| CFO LTM | 13,483 |
| CFO 3Y Avg | 13,498 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.4% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 9.4% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 12.1% |
| Op Mgn 3Y Avg | 11.9% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 20.6% |
| CFO/Rev 3Y Avg | 21.4% |
| FCF/Rev LTM | 18.1% |
| FCF/Rev 3Y Avg | 18.6% |
Price Behavior
| Market Price | $23.03 | |
| Market Cap ($ Bil) | 1.1 | |
| First Trading Date | 05/04/2017 | |
| Distance from 52W High | -21.7% | |
| 50 Days | 200 Days | |
| DMA Price | $22.62 | $16.05 |
| DMA Trend | up | up |
| Distance from DMA | 1.8% | 43.5% |
| 3M | 1YR | |
| Volatility | 79.6% | 112.5% |
| Downside Capture | 25.99 | 123.95 |
| Upside Capture | 130.27 | 179.71 |
| Correlation (SPY) | 17.1% | 19.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.62 | 0.97 | 0.95 | 1.84 | 1.10 | 0.95 |
| Up Beta | 0.20 | 3.48 | 3.03 | 2.79 | 0.57 | 0.46 |
| Down Beta | 1.59 | -0.63 | -0.76 | -0.84 | 1.17 | 1.25 |
| Up Capture | 426% | 261% | 234% | 1114% | 323% | 237% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 10 | 21 | 33 | 68 | 127 | 353 |
| Down Capture | -112% | -1% | 36% | -6% | 113% | 101% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 21 | 30 | 56 | 119 | 388 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of URGN With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| URGN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 116.4% | 15.1% | 17.8% | 72.1% | 8.6% | 4.4% | -8.3% |
| Annualized Volatility | 111.9% | 17.2% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | 1.20 | 0.65 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 26.4% | 19.1% | -0.1% | 5.3% | 19.8% | 2.7% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of URGN With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| URGN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 3.8% | 8.4% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 91.4% | 14.5% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.41 | 0.40 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 17.2% | 16.9% | -2.4% | 0.4% | 11.3% | 8.1% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 10-Year Data
| Comparison of URGN With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| URGN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 6.0% | 9.9% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 80.3% | 16.6% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.41 | 0.49 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 23.1% | 24.2% | 1.6% | 7.6% | 18.0% | 11.0% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | 21.9% | 30.2% | 19.5% |
| 8/7/2025 | -7.1% | 0.5% | -5.6% |
| 3/10/2025 | 1.0% | 12.7% | 1.4% |
| 11/6/2024 | 0.2% | 1.1% | 0.0% |
| 8/13/2024 | 3.1% | 1.4% | -4.8% |
| 3/14/2024 | -18.0% | -14.4% | -13.6% |
| 11/14/2023 | -0.7% | 5.7% | 35.5% |
| 8/10/2023 | 2.5% | 3.7% | -20.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 10 | 7 |
| # Negative | 7 | 8 | 11 |
| Median Positive | 2.7% | 4.8% | 19.5% |
| Median Negative | -7.4% | -5.9% | -13.6% |
| Max Positive | 21.9% | 30.2% | 39.6% |
| Max Negative | -22.9% | -37.0% | -48.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11062025 | 10-Q 9/30/2025 |
| 3312025 | 5122025 | 10-Q 3/31/2025 |
| 12312024 | 3102025 | 10-K 12/31/2024 |
| 9302024 | 11062024 | 10-Q 9/30/2024 |
| 6302024 | 8132024 | 10-Q 6/30/2024 |
| 3312024 | 5132024 | 10-Q 3/31/2024 |
| 12312023 | 3142024 | 10-K 12/31/2023 |
| 9302023 | 11142023 | 10-Q 9/30/2023 |
| 6302023 | 8102023 | 10-Q 6/30/2023 |
| 3312023 | 5112023 | 10-Q 3/31/2023 |
| 12312022 | 3242023 | 10-K 12/31/2022 |
| 9302022 | 11102022 | 10-Q 9/30/2022 |
| 6302022 | 8112022 | 10-Q 6/30/2022 |
| 3312022 | 5102022 | 10-Q 3/31/2022 |
| 12312021 | 3212022 | 10-K 12/31/2021 |
| 9302021 | 11152021 | 10-Q 9/30/2021 |
Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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