UroGen Pharma stock initiated at Overweight by Piper Sandler on Zusduri potential

Published 19/08/2025, 12:08
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Investing.com - Piper Sandler initiated coverage on UroGen Pharma (NASDAQ:URGN) with an Overweight rating and a price target of $36.00 on Tuesday. The stock, which has surged nearly 80% over the past six months and currently trades at $19.40, is considered undervalued according to InvestingPro analysis.

The research firm cited growing investor confidence in the Zusduri launch despite URGN shares experiencing volatility throughout 2025, including events related to ODAC briefing documents, panel votes, and FDA approval. This aligns with the company’s impressive 88.5% gross profit margins, though analysts remain cautious, with several revising earnings expectations downward for the upcoming period.

Piper Sandler believes the market currently underestimates the peak sales potential for LG-IR-NMIBC while overestimating intellectual property risks to the company’s -102/-103 franchise.

The firm expects early commercial launch data points combined with updates from the Phase III UTOPIA (EGX:UTOP) trial of UGN-103 to drive "meaningful upside" for UroGen shares over the next 12-18 months.

UroGen Pharma is a biopharmaceutical company focused on developing treatments for urological conditions.

In other recent news, UroGen Pharma reported its second-quarter 2025 earnings with net product revenues of $24.2 million, which exceeded the forecasted $23.13 million and represented an 11% year-over-year increase. Despite the revenue beat, the company experienced a net loss of $1.50 per share, larger than the anticipated loss of $0.83 per share. Guggenheim responded by raising its price target for UroGen Pharma to $32, citing the promising launch of Zusduri, a treatment for low-grade intermediate-risk non-muscle invasive bladder cancer. TD Cowen also maintained its Buy rating with a $35 price target, noting the early success of the Zusduri launch. Meanwhile, H.C. Wainwright lowered its price target from $50 to $40 after the company’s revenue fell short of their expectations, despite maintaining a Buy rating. The launch of Zusduri is seen as a significant opportunity, with potential peak sales exceeding $1 billion in a $5 billion U.S. market. These developments reflect varied analyst perspectives on UroGen Pharma’s financial performance and growth potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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