🇺🇸 SECUroGen Pharma Ltd.Codex · 实盘可交易 · 做多市场:美股▲ 赚 +8.79% · 已结算把握 6/10
北京时间·🕒 发布 20:02:32时区推断·⟳ 抓取 20:03:51·⚡ 决策 08-05 22:34:29 +2h30m·82.9 天前
UroGen 二季度 ZUSDURI 收入达5040万美元并推动总收入超预期
UroGen Pharma(URGN.US)Q2总收入7246万美元,高于约6420万美元市场预期,ZUSDURI单季收入5040万美元、环比增长73%,是核心产品商业化加速信号。
📄 原文UroGen Pharma Ltd.↗ 原文
false 0001668243 0001668243 2026-08-05 2026-08-05 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 205…
▲ 赚 +8.79%入场 08-05 盘前首笔 @42.36 → 离场 08-06 常规开盘 @46.14
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑ZUSDURI收入再加速,回落限价做多
怎么买 限价买入 不高于 42.2、当日有效,不成交作废
怎么卖 止盈 +7%(半仓)/+14%(清仓) · 止损 -5.5% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 URGN.US UroGen Pharma
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 URGN.US UroGen Pharma
| 收益状态 | +8.79% 已平仓 |
|---|---|
| 进场成交 | 2026-08-05 · 盘前首笔 · 08-05 20:06 北京 · @42.3626 |
| 离场成交 | 2026-08-06 · 常规开盘 · @46.14 |
| 毛收益 | +8.92% |
| 成本 | +0.13% |
| 净收益 | +8.79% |
| 计入收益 | +8.79% |
| 建仓日 | 2026-08-05 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 19:49
研究档案
消息传播链
- 公司发布Q2财报新闻稿,披露ZUSDURI收入5040万美元、总收入7246万美元和运营费用指引上调。
- UroGen提交8-K,将同日财报新闻稿作为Exhibit 99.1披露。
- 2026-08-05 10:28 ET市场反应Futu非一手美股开盘后URGN报41.91美元、上涨4.98%,日内高点44.10美元后回落,说明市场已部分重定价但仍可用限价控制追高。市场反应:URGN +4.98%,日内区间40.41-44.10美元。
关键理由
- UroGen Pharma(URGN.US)Q2总收入7246万美元,高于约6420万美元市场预期,ZUSDURI单季收入5040万美元、环比增长73%,是核心产品商业化加速信号。
- 量级上,ZUSDURI Q2收入年化约2.02亿美元,已超过公司2025年全年总收入1.10亿美元;本季收入较共识多约830万美元,年化销售差额约3300万美元,约占20.4亿美元市值的1.6%。
- 高相似URGN自身先例虽只有2条,但均为正且3日中位约+21.6%;中相似药企商业化财报样本提示追高容易回吐,因此只做盘中回落限价小仓。
主要风险
- 公司仍未给出ZUSDURI全年收入指引,并把2026年运营费用指引从2.40亿-2.50亿美元上调至2.60亿-2.70亿美元,短线会压制利润弹性。
- 先例高相似样本不足3条,且URGN盘中已从44.10美元高点回落,若不能在42.20美元以内成交则不追。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-05 · 影响 weakens
公司上调2026年运营费用指引至2.60亿-2.70亿美元,仍未提供ZUSDURI全年收入指引,且现金降至1.08亿美元。
检索:UroGen Q2 2026 expense guidance no ZUSDURI guidance cash burn 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-16 · 影响 supports
未见近期重大降级;Benzinga列示Oppenheimer 7月16日维持Outperform并将目标价从40美元上调至50美元。
检索:UroGen Pharma recent bearish analyst downgrade July 2026 URGN 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-05-06 · 影响 weakens
Q1披露ZUSDURI永久J-code推动报销清晰度和使用增长,但早期商业化阶段仍缺全年销售指引。
检索:UroGen ZUSDURI launch payer coverage commercialization risk 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例没有改方向,但把仓位维持small、限价从42.70收紧到42.20,并把止盈从8/16收至7/14、持有期压到3日。
方向:高相似2条均为正,3日胜率100%;全体相似度加权3日胜率约69%,方向仍偏多但样本薄。
涨幅量级:交易级高相似样本只有2条,3日中位约+21.6%、3日超额约+20.3%,不足以按满幅度定目标,只能用于证明URGN自身产品放量有继续重定价能力。
形态:中相似样本多次出现首日上涨后3-5日回吐,MDGL 2025和AXSM 2025均提示财报商业化利好不能追高。
历史先例(按相似度)
- 相似度 10/10 URGN.US 2026-05-06 UroGen Q1 2026财报披露ZUSDURI收入2920万美元、环比增长109%,仍未给全年销售指引。 原文 ↗
事件后 +1日 +10.2% · +2日 +11.6% · +3日 +23.4% · +4日 +31.5% · +5日 +25.1%
相似度依据:同一公司同一产品ZUSDURI的上一季度商业化收入加速,市场和财报相位完全一致。
经验:ZUSDURI收入环比加速若超出投资者基线,URGN可连续数日重定价而非只涨一天。 - 相似度 8/10 URGN.US 2025-11-06 UroGen Q3 2025披露ZUSDURI首季销售180万美元、10月需求收入估计450万美元和J-code进展。 原文 ↗
事件后 +1日 +21.9% · +2日 +20.4% · +3日 +19.8% · +4日 +22.4% · +5日 +30.2%
相似度依据:同一公司同一新药上市收入与报销进展,但当时基数很低、商业化阶段早于当前。
经验:早期商业化数据首次证明需求时,URGN即使盘前披露也会被资金按产品渗透率重估。 - 相似度 7/10 URGN.US 2026-02-24 UroGen Q4/FY2025披露ZUSDURI全年1580万美元、JELMYTO 2026指引但不提供ZUSDURI全年指引。 原文 ↗
事件后 +1日 -0.8% · +2日 -1.2% · +3日 +1.2% · +4日 +3.7% · +5日 -9.1%
相似度依据:同一公司同一产品商业化更新,但当时缺少季度级明显收入超预期,正向强度弱于当前。
经验:如果收入兑现不够超预期且仍无全年指引,财报后反应可能在数日内归零。 - 相似度 6/10 MDGL.US 2025-05-01 Madrigal Q1 2025披露Rezdiffra净销售1.373亿美元、上市一年患者数超过1.7万人。 原文 ↗
事件后 +1日 -1.9% · +2日 -5.5% · +3日 -8.2% · +4日 -11.6% · +5日 -10.5%
相似度依据:同为美股商业化药物销售财报,但Madrigal市值更大、产品预期更充分,当前URGN弹性更高。
经验:成熟预期下即便销售额看起来强,若此前股价已反映渗透率,财报日高开可能被卖出。 - 相似度 6/10 MDGL.US 2026-05-06 Madrigal Q1 2026披露Rezdiffra净销售3.113亿美元、同比增长127%并给出患者数增长。 原文 ↗
事件后 +1日 +7.4% · +2日 +6.5% · +3日 +1.5% · +4日 -1.1% · +5日 +1.6%
相似度依据:同为商业化收入高增长的美股药企财报,但产品进入更成熟放量阶段、市值弹性低于URGN。
经验:大单品持续高增长仍可带来首日正收益,但三日后若缺新指引容易回吐。 - 相似度 5/10 AXSM.US 2024-05-06 Axsome Q1 2024披露Auvelity净销售5340万美元、同比增长240%并更新管线。 原文 ↗
事件后 +1日 +1.5% · +2日 +2.9% · +3日 +1.2% · +4日 -1.5% · +5日 -3.1%
相似度依据:同为美股商业化产品收入增长,但Axsome已有多产品和管线噪音,单药销售对市值传导弱于URGN。
经验:产品收入增长若已被季度节奏预期消化,财报后多为小幅反应而非趋势行情。 - 相似度 5/10 AXSM.US 2025-05-05 Axsome Q1 2025披露Auvelity净销售9620万美元、同比增长80%,总产品收入1.215亿美元。 原文 ↗
事件后 +1日 +3.8% · +2日 -0.0% · +3日 -1.2% · +4日 -3.0% · +5日 -4.0%
相似度依据:同为商业化收入增长财报,但收入基线和预期更稳定,不如URGN的单品环比加速直接。
经验:财报首日可涨但次日容易回吐,追高仓位和持有期要保守。 - 相似度 5/10 TVTX.US 2026-05-05 Travere Q1 2026披露FILSPARI净销售1.052亿美元、同比增长88%,FSGS首批患者已治疗。 原文 ↗
事件后 +1日 -0.2% · +2日 -0.3% · +3日 -5.0% · +4日 -5.1% · +5日 -3.1%
⚠锚前1-2日已异动6.6%>锚定日0.2% — 该行涨幅别用来定止盈止损
相似度依据:同为罕见病/专科药销售财报,但锚前已有明显抢跑且产品阶段更成熟。
经验:财报前已有同向抢跑时,正式收入披露后的剩余收益显著下降甚至转负。
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原文全文
展开原文 · 3,224 字
false
0001668243
0001668243
2026-08-05
2026-08-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 5, 2026
UROGEN PHARMA LTD.
(Exact name of registrant as specified in its charter)
Israel
001-38079
98-1460746
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
400 Alexander Park Drive, 4th Floor
Princeton
,
New Jersey
08540
(Address of principal executive offices)
(Zip Code)
Registrant
’
s telephone number, including area code: +1 (
646
)
768-9780
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange
on which registered
Ordinary Shares
, par value NIS 0.01 per share
URGN
The
Nasdaq
Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item
2.02
Results of Operations and Financial Condition
On August 5, 2026, UroGen Pharma Ltd. (the “Company”) announced its financial results for the quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1.
The information in this Item 2.02, including the attached Exhibit 99.1, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item
9.01
Financial Statements and Exhibits.
(d)
Exhibit
Number
Description
99.1
Press Release dated August 5, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 5, 2026
UROGEN PHARMA LTD.
By:
/s/ Chris Degnan
Chris Degnan
Chief Financial Officer
0001668243
0001668243
2026-08-05
2026-08-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 5, 2026
UROGEN PHARMA LTD.
(Exact name of registrant as specified in its charter)
Israel
001-38079
98-1460746
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
400 Alexander Park Drive, 4th Floor
Princeton
,
New Jersey
08540
(Address of principal executive offices)
(Zip Code)
Registrant
’
s telephone number, including area code: +1 (
646
)
768-9780
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange
on which registered
Ordinary Shares
, par value NIS 0.01 per share
URGN
The
Nasdaq
Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item
2.02
Results of Operations and Financial Condition
On August 5, 2026, UroGen Pharma Ltd. (the “Company”) announced its financial results for the quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1.
The information in this Item 2.02, including the attached Exhibit 99.1, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item
9.01
Financial Statements and Exhibits.
(d)
Exhibit
Number
Description
99.1
Press Release dated August 5, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 5, 2026
UROGEN PHARMA LTD.
By:
/s/ Chris Degnan
Chris Degnan
Chief Financial Officer
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