UroGen Pharma (URGN) Corporate presentation summary

Transforming urothelial cancer care through innovation

• Focus on shifting the treatment paradigm for urothelial cancers with novel, minimally invasive therapies and proprietary RTGel® technology.

• ZUSDURI™ and JELMYTO® are the first and only FDA-approved non-surgical treatments for recurrent LG-IR-NMIBC and LG-UTUC, respectively.

• ZUSDURI™ offers a new standard of care for recurrent LG-IR-NMIBC, with a $5B+ U.S. market opportunity and strong clinical data.

• Proprietary RTGel® technology enhances local drug delivery, increasing dwell time and therapeutic effect.

• Pipeline includes next-generation mitomycin-based formulations (UGN-103, UGN-104) and an investigational oncolytic virus (UGN-501) for high-grade NMIBC.

Clinical and market highlights

• ZUSDURI™ demonstrated a 79.6% complete response rate at 3 months and 82.4% durability at 12 months in the ENVISION Phase 3 trial.

• 24-month durability of response for ZUSDURI™ is 72.2% by Kaplan-Meier analysis.

• Adverse events with ZUSDURI™ were mostly mild to moderate, with minimal treatment discontinuation.

• 92% of surveyed urologists indicated intent to use ZUSDURI™, and patients preferred it over TURBT due to less invasiveness and impact on daily life.

• JELMYTO® showed a 58% complete response rate at 3 months and 82% durability at 12 months for LG-UTUC, with real-world evidence supporting effectiveness.

Commercial execution and financial position

• ZUSDURI™ commercial launch supported by a fully scaled field team targeting ~8,500 HCPs, covering 90% of the market opportunity.

• JELMYTO® revenues have shown consistent growth, reaching $94M in 2025.

• Strong balance sheet with $120.5M in cash and marketable securities as of December 31, 2025.

• Refinanced Pharmakon debt facility, securing up to $250M in non-dilutive capital.

• Strategic focus on lifecycle management, expanding into other specialty cancers, and leveraging RTGel® for future collaborations.