URGNHIGH SIGNALFINANCIAL10-K

URGN shows severe financial deterioration with stockholders' equity plummeting over 1,000% to -$105.5M while operating cash flow burned 68% more cash at -$162.4M.

The company is in severe financial distress with stockholders' equity now deeply negative at -$105.5M, indicating liabilities far exceed assets and raising serious going concern questions. Despite revenue growth of nearly 300%, the company's cash burn accelerated dramatically with operating losses worsening by 29% and operating cash flow deteriorating by 68%, while cash reserves dropped 36% to $110.7M.

Comparing 2026-03-02 vs 2025-03-10View on EDGAR →
FINANCIAL ANALYSIS

URGN's financials reveal a company in crisis despite modest revenue improvements, with revenue growing 298% to $1.1M but being completely overwhelmed by exploding expenses that drove operating losses to -$124.9M and cash burn to -$162.4M. The balance sheet deteriorated catastrophically with stockholders' equity becoming deeply negative at -$105.5M while total assets shrank 30% to $200.5M and cash reserves fell 36% to $110.7M. While inventory and receivables growth suggest some business activity expansion, the overall picture signals a company burning through cash at an unsustainable rate with a severely impaired balance sheet that threatens viability.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
-1098.2%
-$8.8M-$105.5M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Revenue
P&L
+298.6%
$283K$1.1M

Strong top-line growth of 298.6% — accelerating demand or successful expansion into new markets.

Inventory
Balance Sheet
+78.4%
$9.2M$16.5M

Inventory surged 78.4% — growing significantly faster than typical sales pace; potential demand softening or supply chain overcorrection.

Operating Cash Flow
Cash Flow
-67.9%
-$96.8M-$162.4M

Operating cash flow fell 67.9% — earnings quality concerns; investigate working capital changes and non-cash items.

Accounts Receivable
Balance Sheet
+62.9%
$20.3M$33.1M

Receivables surged 62.9% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Cash & Equivalents
Balance Sheet
-35.6%
$172.0M$110.7M

Cash declined 35.6% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Current Assets
Balance Sheet
-32.6%
$276.1M$186.0M

Current assets declined 32.6% — monitor working capital adequacy and short-term liquidity.

Total Assets
Balance Sheet
-29.8%
$285.7M$200.5M

Total assets contracted 29.8% — asset sales, write-downs, or balance sheet optimization underway.

Operating Income
P&L
-29%
-$96.8M-$124.9M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

SG&A Expense
P&L
+28%
$121.2M$155.1M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

LANGUAGE CHANGES
NEW — 2026-03-02
PRIOR — 2025-03-10
ADDED
Other expenses primarily consist of insurance, sponsorship, grants, other fees and taxes.
$0.2 million of raw materials are included within other non-current assets on the condensed consolidated balance sheets at December 31, 2024.
Such value excludes ordinary shares held by executive officers, directors and certain entities affiliated with directors as of June 30, 2025.
As of February 24, 2026, there were 48,682,280 of the registrant s ordinary shares outstanding.
UroGen, RTGel, Jelmyto and Zusduri are trademarks of ours that we use in this Annual Report on Form 10-K (this "Annual Report").
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REMOVED
$0.2 million and $1.7 million of raw materials are included within other non-current assets on the consolidated balance sheets at December 31, 2024 and December 31, 2023, respectively.
The loss per share, both basic and diluted, for the first, second, and third quarters of 2024 was revised to record an immaterial correction to the amounts originally reported in the March 31, 2024 Form 10-Q filed on May 13, 2024, June 30, 2024 Form 10-Q filed on August 13, 2024, and September 30, 2024 Form 10-Q filed on November 6, 2024, by incorporating the 3,679,400 shares of pre-funded warrants outstanding as of each respective reporting period, which were not included in the previous calculations and are now reflected in the weighted average shares outstanding.
In the course of preparing the 2022 tax returns, adjustments were made for certain nondeductible amounts, reducing net operating loss carryforward and reflected as a change in valuation allowance of approximately $8.9 million in 2023.
$6.5 million and $3.0 million of the Amounts paid and payable are included as current portion of the prepaid forward obligation within other current liabilities on the consolidated balance sheets as of December 31, 2024 and December 31, 2023, respectively.
Such value excludes ordinary shares held by executive officers, directors and certain entities affiliated with directors as of June 28, 2024.
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