Update shared on18 Sep 2025
Fair value Decreased 5.46%uniQure’s consensus price target was revised down from $36.96 to $34.94 as analysts balance optimism around AMT-130’s differentiated approach and near-term data catalysts with procedural concerns and selling pressure, resulting in a modest fair value decrease.
Analyst Commentary
- Bullish analysts view the recent share selloff driven by absence of AMT-130 Phase 1/2 three-year data as a buying opportunity, emphasizing management’s reassurance that the data remains on schedule for September.
- Positive opinions center on AMT-130’s differentiated administration method (direct to the brain), which is viewed as avoiding acute liver failure risks associated with other AAV gene therapies.
- Peak sales projections for AMT-130 are bullish, with estimates as high as $2.5B by 2035, boosting long-term growth sentiment as uniQure could become a dominant player in the Huntington’s disease treatment landscape.
- Bearish analysts cite concerns over procedural changes in trial statistical analysis (from propensity score weighting to propensity score measurement), potential delays in data readouts, and selling pressure from at-the-market filings, but some analysts believe these are ultimately immaterial or even positive developments.
- Company financials remain robust, with $377M in cash supporting operational runway into 2H27; upcoming September Phase 1/2 data is viewed as a potential near-term catalyst, strengthening the case for a future biologics license application.
What's in the News
- uniQure N.V. filed a $200 million follow-on equity offering of ordinary shares via an at-the-market transaction.
Valuation Changes
Summary of Valuation Changes for uniQure
- The Consensus Analyst Price Target has fallen from $36.96 to $34.94.
- The Future P/E for uniQure has fallen from 148.73x to 141.06x.
- The Discount Rate for uniQure remained effectively unchanged, moving only marginally from 7.01% to 7.12%.
Disclaimer
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