May. 6 at 3:21 PM
The graph compres
$URGN Year 1 - 7 (FY26 - 32) analyst consensus to the Year 1 - 7 (FY24 - 30) revenue forecast prepared by
$DCPH management/BOD presented Ono when Ono opted to acquire DCPH for an enterprise value of ~
$2.1B. URGN analyst consensus is provided as well as the lowest URGN analyst estimate.
URGN consensus is as of the morning of 5/6/26, before URGN announced Q126 sales exceeded analyst estimates by over 10%. Hence it is likely URGN estimates will be revised higher than what is reflected on the attachment.
Per Seeking Alpha, there are 8 analysts who cover URGN. Five analysts provide FY26 - 30 estimates. All 5 analysts project URGN to generate more revenues over the next 5 years than DCPH.
If analysts believe URGN will generate 15-20% more revenues, does that mean, in theory, URGN is worth 15-20% more in a hypothetical M&A exit?
This is not investment advice but if URGN was ever considering a M&A exit, there does not appear to be a better time, but WTF do we know
$XBI $IBB