Kyuwon (Paul) Choi's questions to Urogen Pharma Ltd (URGN) leadership • Q4 2024
Question
Kyuwon (Paul) Choi of Goldman Sachs asked if the company has stress-tested higher pricing for UGN-102 given its impressive durability data and how UroGen plans to position UGN-103 versus UGN-102, including a potential switch strategy.
Answer
President and CEO Liz Barrett confirmed that UroGen is re-evaluating UGN-102 pricing upwards due to the strong durability data, with research currently underway. Regarding the product transition, she explained the strategy is to eventually take UGN-102 off the market after UGN-103 is established, shifting the entire business to the new product to leverage its longer patent protection and create a barrier for potential generics.