UroGen Pharma is trading 5.36% down at $26.42 after third-quarter results and lower 2026 JELMYTO guidance.

  • ZUSDURI rose 35% sequentially to $68 million; total revenue slightly missed estimates.
  • 2026 JELMYTO revenue guidance was cut to about $90 million from $97 million–$101 million; expenses are expected toward guidance’s upper end.
  • November 4 shares fell 16.45%; UroGen cited a CMS-related adjustment and competitive trial enrollment affecting JELMYTO patient starts. Broad-market context did not match the decline.