uniQure: Gene Therapy Specialist Looks Set For Upside As Huntington's Approval Beckons
Portfolio Pulse from
uniQure's gene therapy AMT-130 for Huntington's Disease shows promising clinical data, with an 80% reduction in disease progression, positioning it for potential FDA approval. Despite past commercial failures, uniQure's current market cap of ~$715m appears undervalued given AMT-130's estimated peak sales potential of ~$2bn. The company has a solid cash position to fund AMT-130's launch, with $251m in cash and $183m in securities, despite a $100m net loss in the first 9m of 2025.
February 20, 2025 | 8:30 pm
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uniQure's AMT-130 gene therapy for Huntington's Disease shows promising results, potentially leading to FDA approval. The company's market cap seems undervalued compared to the therapy's sales potential, and it has a strong cash position to support the launch.
The promising clinical data for AMT-130 and its potential FDA approval could significantly boost uniQure's stock price. The market cap appears undervalued given the therapy's sales potential, and the company's strong cash position supports the launch, indicating a positive short-term impact.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100