UroGen Pharma remains mispriced after its Phase 3 win and FDA approval; after talks with management, the base case is a buyout at $40-50 once it shows a few quarters of growth. The stock fell from about $11 to $4 when an advisory committee opposed approval, and when the FDA overrode it, the rally started from that low rather than the pre-trial price. Broker targets run $15-60, and $15 looks like the minimum logical level for a fully de-risked story. x.com 

UroGen's Zusduri looks set to dominate NMIBC bladder cancer treatment. In a broker survey of 36 leading US urologists, 44% picked it as their first choice among five drugs, 47% called it the most economically beneficial, and they forecast about a 35% market share. On consensus estimates the stock trades at only 2.9x 2030 earnings, the year the company reaches its inflection point. x.com  x.com