UroGen Pharma (URGN) Earnings Call Presentation

UroGen's Pipeline and Market Opportunity - UroGen is positioned to transform bladder cancer treatment with JELMYTO, UGN-102, and UGN-301 [3, 7] - UGN-102 may become the first FDA-approved medicine for LG-IR-NMIBC [9] - The total addressable market (TAM) for LG-IR-NMIBC is estimated to be over $5 billion [9, 120] - Approximately 82,000 patients in the U S have LG-IR-NMIBC annually [9, 120] UGN-102 Clinical Trial Results (ENVISION Study) - The complete response rate (CRR) at 3 months in the ENVISION study was 796% (191/240 patients) [44, 55, 115] - The estimated duration of response (DOR) at 12 months was 823% (N=191) [57, 70, 117] - The predicted median duration of response (DOR) is 400 months [61, 63] - The majority of adverse events (AEs) were mild to moderate in severity [64, 65] Patient Perceptions of UGN-102 vs TURBT - Interviews with 29 U S patients from the ENVISION study revealed that UGN-102 was perceived to be less invasive, painful, and time-consuming compared to TURBT [80, 86] - Patients reported that UGN-102 had less impact on daily activities and responsibilities compared to TURBT [86, 90]