The consensus Analyst Price Target for uniQure has risen to $36.96, reflecting increased optimism for AMT-130’s commercial potential and near-term regulatory catalysts, supported by a strong cash position and resolution of technical valuation concerns.
Analyst Commentary
- Bullish analysts see AMT-130 as a potential dominant therapy in Huntington's disease, not susceptible to AAV-related acute liver failure concerns due to direct brain administration.
- Peak sales for AMT-130 are now forecast at $2.5B by 2035 based on key opinion leader feedback and market positioning.
- Updated statistical analysis plan for AMT-130 introduces a significant near-term catalyst, with anticipated data in September potentially strengthening the case for regulatory approval.
- The company’s Q2 update confirmed a strong cash position of $377M, extending operational runway into 2H27 and supporting ongoing clinical development for pivotal data readouts.
- Recent decreases in price targets were attributed mostly to technical factors such as at-the-market share filings, switch in statistical methodology (from propensity score weighting to measurement, favored by FDA), and minor data timing concerns, all of which are considered "non-issues" by some analysts.
What's in the News
- uniQure filed a $200 million at-the-market follow-on equity offering of ordinary shares.
- Achieved alignment with the FDA on key components for AMT-130's Biologics License Application (BLA); BLA submission targeted for first quarter 2026, with updated statistical analysis plan due in second quarter 2025.
- Positive interim safety and efficacy data reported for AMT-260 in the first participant of a Phase I/IIa trial for refractory mesial temporal lobe epilepsy, with significant reduction in seizures and no serious adverse events.
Valuation Changes
Summary of Valuation Changes for uniQure
- The Consensus Analyst Price Target has significantly risen from $33.44 to $36.96.
- The Future P/E for uniQure has significantly risen from 87.79x to 148.73x.
- The Net Profit Margin for uniQure has significantly fallen from 8.68% to 5.85%.
Disclaimer
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