URGN UroGen Pharma Ltd.

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed Jun 2, 2026 Processed 10d 20h ago SEC 0001437749-26-019102
8-K context-dependent: Items 8.01
Latest settled — T+1d
URGN ▲ +0.23% at T+1d
NEUTRAL call ✓ call won +0.23% · α vs SPY +0.92% · entry $26.54 → $26.60
Next anchor: T+5d due 4d ago
Currently $29.72 · +11.98% from $26.54 entry
Entry anchored
Jun 2, 07:38 AM ET
via Databento tick
T+1d
+0.23%
call +0.23% · α +0.92%
$26.60
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

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Executive Summary

UroGen Pharma settled patent litigation with Teva over Jelmyto (mitomycin) for pyelocalyceal solution. Under the settlement, UroGen grants Teva a non-exclusive license to sell a generic version beginning September 15, 2030, if FDA-approved. The agreement resolves all ongoing patent litigation in the U.S. District Court for the District of Delaware and is subject to FTC/DOJ review.

Actionable Insight

The settlement removes patent litigation overhang and provides clarity on generic entry timing (Sept 2030). Monitor FTC/DOJ review outcome and any potential impact on Jelmyto revenue trajectory. The 4+ year runway to generic entry is a modest positive for Jelmyto's commercial outlook.

Key Facts

  • UroGen entered a settlement and license agreement with Teva resolving patent litigation over Jelmyto (mitomycin) for pyelocalyceal solution.
  • Teva will receive a non-exclusive license to sell its generic version of Jelmyto beginning September 15, 2030, if FDA-approved.
  • All ongoing patent litigation between the parties in the U.S. District Court for the District of Delaware will be terminated.
  • The agreement is subject to review by the U.S. Federal Trade Commission and the U.S. Department of Justice.
  • No financial terms of the settlement were disclosed in the filing.

Financial Impact

No financial terms disclosed. The settlement removes litigation uncertainty and establishes a generic entry date of September 15, 2030, which is approximately 4+ years from now.

revenuepatent exclusivity

Risk Factors

  • FTC or DOJ could challenge or modify the settlement terms.
  • Earlier generic entry if certain limited customary circumstances occur.
  • No financial terms disclosed — potential undisclosed royalty or payment structure could alter the economic impact.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
86% bullish (14 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001437749-26-019102
Document: 0001437749-26-019102-index-headers.html0001437749-26-019102
Document: 0001437749-26-019102-index.html0001437749-26-019102
Document: 0001437749-26-019102.txt0001437749-26-019102
7 reports for URGN
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+60▲ +54.89%Mar 2, 2026
Filters
Rows
Reports for URGN — sortable, filterable
Type Now
Jun 2, 2026
10d ago
8-K
NEUTRAL ★ 5/10
$26.54 $26.60▲ +0.23%▲ +0.92%$29.72 (+11.98%)
May 16, 2026
27d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$14.34 $13.24▼ −7.67%▼ −6.83%$29.72 (+107.25%)
May 6, 2026
5w ago
Press Release
BULLISH ★ 7/10
$26.25 $26.59▲ +1.30%▲ +1.63%$29.72 (+13.22%)
Apr 29, 2026
6w ago
Press Release
BEARISH ★ 7/10
$23.34 $23.83▼ −2.10%▼ −1.08%$29.72 (−27.34%)
Apr 16, 2026
8w ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$21.39 $22.54▲ +5.38%▲ +4.16%$29.72 (+38.94%)
Mar 2, 2026
14w ago
Press Release
MIXED ★ 6/10
$19.02 $18.82▼ −1.05%▼ −0.14%$29.72 (+56.26%)
Mar 2, 2026
14w ago
Press Release
BULLISH ★ 7/10
$19.02 $18.82▼ −1.05%▼ −0.14%$29.72 (+56.26%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (53h 12m)

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