URGN (URGN) Stock Analysis
Verdict: HOLD
Blockbuster potential for UGN-102 drives momentum, but sustained profitability remains a 2027 story contingent on zero regulatory delays.
Investment score: 64/100
UroGen is transitioning from a niche player to a major uro-oncology contender, backed by 53% revenue growth and a high-probability Phase 3 pipeline. While current losses are steep, the consensus $1.49 EPS projection for 2027 makes the current $45.60 price look attractive for those willing to endure high volatility.
Peers
| Peer | P/E | P/B | P/S | EV/EBITDA | ROIC % | Net margin % |
|---|---|---|---|---|---|---|
| KMDA | 20.23 | 1.62 | 2.27 | 10.21 | — | 0.11 |
| CGEN | 6.13 | 2.45 | 2.94 | 5.96 | — | 0.48 |
| ENTX | -10.71 | 12.60 | 0.00 | -10.96 | — | 0.00 |