UroGen Pharma Ltd.

URGN

Held by 2 specialist biotech funds

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Fund Holdings

OrbiMed Advisors RTW Investments

AI Signal

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Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management0.0%Aug 14, 2025

SC 13G/ARA Capital Management7.0%May 15, 2025

SC 13G/A

Position Details

OrbiMed AdvisorsNEWFeb 17, 2026

Shares: 875,487Value: $20.5M

**Signal Note: OrbiMed Initiates $20.5M Position in UroGen Pharma** OrbiMed's entry signals confidence in UroGen's commercial execution of Jelmyto (mitomycin) for non-muscle invasive bladder cancer (NMIBC), which achieved FDA approval in late 2020 and is competing in a market historically dominated by BCG therapy amid widespread shortages. The $20.5M stake (~2.3% of outstanding shares) likely reflects conviction in near-term revenue inflection as adoption accelerates post-shortage normalization and upcoming label expansion data becomes available.

RTW InvestmentsNEW

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Insider Signals

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Also Held by These Funds

NBIX2 funds APLS2 funds IRON2 funds ARGX2 funds AXSM2 funds PTCT2 funds IMA2 funds CMPS

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: RTW Investments enters URGN** RTW's substantial $106M initiation suggests conviction in UroGen's commercial execution of Jelmyto (mitomycin), the first and only FDA-approved intravesical thermochemotherapy for BCG-unresponsive non-muscle invasive bladder cancer—a high-unmet-need segment with limited options post-BCG failure. Near-term catalysts likely include uptake trajectory data, payer coverage expansion, and potential label expansions into earlier-line NMIBC indications.