- UroGen is using its proprietary reverse thermal gel technology to pioneer a line of therapies for upper urinary tract cancers that are substantially better than current options.
- Jelmyto is already on the market with estimated peak sales around $375 million, but UGN-102 is about to start Phase 3 with a market potentially 12x the size of Jelmyto's.
- As long as UGN-102 makes it to market, which I view as highly likely, then I see substantial upside potential for UroGen at any reasonable level of sales.
For further details see:
Jelmyto And UGN-102 Will Likely Drive Strong Returns For UroGen Shareholders