HIGHBuilt-in & outside partyProduct / Revenue mix
Jelmyto and Zusduri
“10-K Item 1A: 'We are highly dependent on the successful commercialization of our approved products, Jelmyto and Zusduri.'”
URGN · Concentration risk · 10-K extracted
UroGen Pharma (URGN) concentration risks
Updated
The most significant concentration UroGen Pharma discloses is Jelmyto and Zusduri, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: UroGen Pharma’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06UroGen Pharma's concentration profile centers on a single, high-share dependency: the company is highly dependent on the successful commercialization of its approved products, Jelmyto and Zusduri. This is a high-share product concentration, and its mixed character reflects both the structural reality that a small commercial biotech's revenue base is inherently narrow, and the idiosyncratic risk that any manufacturing, safety, or competitive setback to either product could disproportionately affect results. Unlike concentration risks tied to broad customer bases or macro-cyclical geographies, this kind of product concentration is closely tied to company-specific execution — pricing, payer coverage, and physician adoption for each product individually. With no additional customer, geographic, or supplier concentration disclosed in the filing, the overall picture is narrow: UroGen's fortunes are tied tightly to two therapies rather than diversified across a broader portfolio, therapeutic area, or customer base. Investors should treat commercial execution on Jelmyto and Zusduri as the single most important variable in the concentration picture, since there is no offsetting diversification disclosed elsewhere in the filing to cushion an adverse outcome affecting either product.
For the engine’s reasoning on URGN’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| URGN● | UroGen Pharma Ltd. | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.