UroGen Q3 revenue rises to $89.0 million; JELMYTO 2026 sales guidance cut
UroGen reported third-quarter 2026 revenue of $89.0 million, up from $27.5 million a year earlier, driven by ZUSDURI, and its net loss narrowed to $1.5 million from $33.3 million. The company cut its full-year 2026 JELMYTO net product revenue guidance to approximately $90 million from $97 million to $101 million, which weighs on the outlook for that product.
Key points
- Total Q3 2026 revenue was $89.0 million versus $27.5 million in Q3 2025; ZUSDURI net product revenue was $68.0 million, up 35% from Q2 2026.
- JELMYTO Q3 2026 net product revenue was $21.0 million, down from $25.7 million in Q3 2025, including a one-time unfavorable adjustment of approximately $1.5 million.
- Net loss was $1.5 million, or $0.03 per share, versus a $33.3 million loss, or $0.69 per share, a year earlier.
- Full-year 2026 JELMYTO guidance was cut to approximately $90 million; full-year operating expense guidance of $260 million to $270 million was unchanged.
The filing
Written by AI on Nov 9, 2026, 8:53 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.