Loading...
QURE logo

uniQure N.V.NasdaqGS:QURE 株式レポート

時価総額 US$1.7b
株価
US$26.82
US$39.05
31.3% 割安 内在価値ディスカウント
1Y67.7%
7D-4.2%
1D
ポートフォリオ価値
表示

uniQure N.V.

NasdaqGS:QURE 株式レポート

時価総額:US$1.7b

uniQure(QURE)株式概要

uniQure N.V.は、米国で希少疾患やその他の壊滅的な疾患に苦しむ患者のための治療法を開発している。 詳細

QURE ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長2/6
過去の実績0/6
財務の健全性5/6
配当金0/6

QURE Community Fair Values

Create Narrative

See what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.

uniQure N.V. 競合他社

価格と性能

株価の高値、安値、推移の概要uniQure
過去の株価
現在の株価US$26.82
52週高値US$71.50
52週安値US$8.73
ベータ1
1ヶ月の変化-7.84%
3ヶ月変化72.70%
1年変化67.73%
3年間の変化41.08%
5年間の変化-22.26%
IPOからの変化83.57%

最新ニュース

ナラティブの更新 Jun 03

QURE: FDA Shakeup And 2026 UK Filing Will Reshape Huntington’s Therapy Prospects

Analysts have adjusted their average price targets for uniQure in a mixed way, with some firms lifting targets by $1 to $49 and others trimming by $6 to $20. These changes largely reflect differing views on how recent FDA leadership changes may affect the regulatory path for AMT-130 and the broader pipeline.
Seeking Alpha Jun 01

uniQure: Why A Shifting FDA Could Change Everything For AMT-130

Summary uniQure remains highly sensitive to AMT-130’s regulatory outcome, with current valuation reflecting significant uncertainty around FDA approval. Recent FDA leadership changes and a scheduled Type B meeting may improve the odds for AMT-130, but a Phase 3 trial is still likely required. My scenario analysis shows QURE’s fair value per share ranges from $10.73 (bear) to $77.55 (bull), with the base case at $26.73. I maintain a Hold rating due to binary regulatory risk, possible dilution, and a risk-reward profile that does not justify aggressive positioning at current prices. Read the full article on Seeking Alpha
ナラティブの更新 May 20

QURE: Shifting FDA Leadership Will Reopen Path For Huntington’s Gene Therapy Approval

uniQure's updated analyst price target of $39.05 reflects a modest upward reset, supported by analysts' mixed but generally constructive views on AMT-130's regulatory path and the broader gene therapy pipeline. Analyst Commentary Recent research on uniQure shows a split view, with some analysts turning more constructive after changes at the FDA, while others stay cautious given the regulatory uncertainty and development timelines around AMT-130.

Recent updates

ナラティブの更新 Jun 03

QURE: FDA Shakeup And 2026 UK Filing Will Reshape Huntington’s Therapy Prospects

Analysts have adjusted their average price targets for uniQure in a mixed way, with some firms lifting targets by $1 to $49 and others trimming by $6 to $20. These changes largely reflect differing views on how recent FDA leadership changes may affect the regulatory path for AMT-130 and the broader pipeline.
Seeking Alpha Jun 01

uniQure: Why A Shifting FDA Could Change Everything For AMT-130

Summary uniQure remains highly sensitive to AMT-130’s regulatory outcome, with current valuation reflecting significant uncertainty around FDA approval. Recent FDA leadership changes and a scheduled Type B meeting may improve the odds for AMT-130, but a Phase 3 trial is still likely required. My scenario analysis shows QURE’s fair value per share ranges from $10.73 (bear) to $77.55 (bull), with the base case at $26.73. I maintain a Hold rating due to binary regulatory risk, possible dilution, and a risk-reward profile that does not justify aggressive positioning at current prices. Read the full article on Seeking Alpha
ナラティブの更新 May 20

QURE: Shifting FDA Leadership Will Reopen Path For Huntington’s Gene Therapy Approval

uniQure's updated analyst price target of $39.05 reflects a modest upward reset, supported by analysts' mixed but generally constructive views on AMT-130's regulatory path and the broader gene therapy pipeline. Analyst Commentary Recent research on uniQure shows a split view, with some analysts turning more constructive after changes at the FDA, while others stay cautious given the regulatory uncertainty and development timelines around AMT-130.
分析記事 May 08

uniQure N.V. (NASDAQ:QURE) Just Reported And Analysts Have Been Cutting Their Estimates

Shareholders will be ecstatic, with their stake up 21% over the past week following uniQure N.V. 's ( NASDAQ:QURE...
ナラティブの更新 May 03

QURE: FDA Leadership Shift Will Reshape Gene Therapy Approval Path

Analysts have lifted uniQure's price targets, with moves such as Chardan's $15 increase to $31 and Wells Fargo's $45 increase to $60. They cite an improved regulatory backdrop for AMT-130 and a reassessment of the company's risk and reward profile.
ナラティブの更新 Apr 09

QURE: Shifting FDA Leadership Will Reopen Rare Disease Gene Therapy Discussions

Analysts trimmed their average uniQure price target by $6, with the shift reflecting concern around the FDA's call for a sham surgery controlled Phase 3 trial for AMT-130, even as some research argues that recent regulatory leadership changes could improve the discussion around rare disease approvals. Analyst Commentary Recent research covers a wide spectrum of views on uniQure, with opinions clustered around how the FDA's stance on AMT-130 and agency leadership changes could influence valuation, timelines, and competitive positioning.
ナラティブの更新 Mar 24

QURE: Evolving FDA Leadership Will Shape Future Gene Therapy Upside

The updated analyst price target for uniQure moves higher to around $38, supported by analysts who see improved regulatory prospects for AMT-130 and the broader pipeline following recent FDA leadership changes, even as views on timelines and trial requirements remain mixed. Analyst Commentary Recent research shows a sharp split in how analysts think about uniQure, with some pointing to a more flexible regulatory backdrop as a key upside driver and others staying focused on trial risk, ethics concerns, and competitive pressure in Huntington's disease.
ナラティブの更新 Mar 07

QURE: Future FDA Trial Resolution Will Drive Gene Therapy Upside

Analysts have cut their fair value estimate for uniQure from about $53.54 to $28.67 as they reassess the impact of the FDA's push for a randomized, sham-controlled Phase 3 trial for AMT-130. They are applying a higher discount rate, moderating revenue growth and profit margin assumptions, and using a much higher future P/E multiple to reflect greater uncertainty in the path to commercialization.
ナラティブの更新 Feb 21

QURE: Future Huntington’s FDA Decisions Will Drive Gene Therapy Upside

Analysts have trimmed their fair value estimate for uniQure to about $53.54 from roughly $54.42. This reflects slightly higher discount rate assumptions and modest tweaks to growth and margin expectations after recent neutral Street research coverage.
ナラティブの更新 Feb 07

QURE: Future FDA Path On Huntington’s Program Will Drive Gene Therapy Upside

Analysts have trimmed their fair value estimate for uniQure from about $55.27 to $54.42. This reflects updated views on discount rates, revenue growth, profit margins and future P/E following recent neutral Street research coverage.
ナラティブの更新 Jan 21

QURE: Future FDA Clarity On Huntington’s Data Requirements Will Drive Gene Therapy Upside

Narrative Update Analysts have trimmed their fair value estimate for uniQure only slightly, with the implied price target moving lower by a few dollars as they factor in a higher discount rate, modestly stronger profit margin assumptions, and fresh regulatory uncertainty around AMT-130 following recent FDA feedback and price target cuts from several firms. Analyst Commentary Street research on uniQure is clustered around the FDA’s shift on AMT-130 in Huntington’s disease, and what that means for valuation, risk, and timing.
ナラティブの更新 Jan 07

QURE: Future Regulatory Clarity On Huntington’s Pathway Will Drive Gene Therapy Upside

Narrative Update: uniQure Analysts have cut their price targets on uniQure, with one moving from US$56 to US$38, another from US$76 to US$53, and a third from US$65 to US$45. These changes reflect concerns about the FDA's decision not to support a BLA filing for AMT-130 in Huntington's disease based on current Phase 1/2 data and the resulting uncertainty around the program's regulatory path and timing.
ナラティブの更新 Dec 17

QURE: Future Regulatory Clarity Will Drive Gene Therapy Upside Despite FDA Setback

The analyst price target for uniQure has been reduced from $56 to $38 as analysts factor in heightened regulatory uncertainty around AMT-130, a higher perceived discount rate, and more conservative revenue growth expectations, despite still-supportive long term Huntington's disease data. Analyst Commentary Analyst views on uniQure have shifted rapidly from optimism following the three year AMT 130 data to caution after the FDA withdrew support for a BLA based on the current Phase 1 2 package.
ナラティブの更新 Dec 03

QURE: Future Regulatory Clarity Will Unlock Gene Therapy Upside Despite Delays

Analysts have modestly reduced their average price target for uniQure, reflecting greater regulatory uncertainty and a longer timeline to monetize AMT-130 in Huntington's disease, while still recognizing meaningful long term revenue growth potential. Analyst Commentary Recent Street research reflects a sharp swing from earlier optimism to a more balanced and risk aware stance on uniQure, with price targets reset lower but not uniformly bearish.
ナラティブの更新 Nov 19

QURE: Regulatory Path Clarity Will Drive Share Recovery After Recent FDA Setback

uniQure's analyst price target has been lowered notably, with estimates now around $38 to $58 per share from previous targets as high as $76, as analysts cite increased regulatory uncertainty following the FDA's recent withdrawal of support for AMT-130's current data package in Huntington's disease. Analyst Commentary Recent street research offers a wide range of perspectives on uniQure’s outlook following regulatory setbacks and key data releases.
ナラティブの更新 Nov 01

QURE: Pivotal Three-Year Huntington’s Data Will Drive Approval and Market Uptake

uniQure's analyst price targets have been raised substantially, with increases ranging from $24 to as high as $80 per share. Analysts cite strong three-year Huntington's disease trial data and growing confidence in the approval and impact of AMT-130.
ナラティブの更新 Oct 18

AMT-130 Approval Will Transform Huntington's Treatment Pipeline

Analysts have raised their price target for uniQure from approximately $66 to $75 per share. They cite strong three-year AMT-130 data in Huntington's disease, as well as increased confidence in the therapy's clinical profile and approval pathway.
ナラティブの更新 Oct 04

AMT-130 Approval Will Transform Huntington's Treatment Pipeline

uniQure's analyst price targets have surged, with fair value estimates nearly doubling from around $35 to $66 per share. Analysts point to robust, statistically significant AMT-130 data in Huntington's disease, which supports higher revenue growth expectations and dramatically improved profitability assumptions.
ナラティブの更新 Sep 18

AMT-130 Approval Will Transform Huntington's Treatment Pipeline

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.
ナラティブの更新 Aug 27

AMT-130 Approval Will Transform Huntington's Treatment Pipeline

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.
User avatar
新しいナラティブ May 11

AMT-130 Approval Will Transform Huntington's Treatment Pipeline

Accelerated approval of AMT-130 for Huntington's could significantly boost future revenues as it would be a pioneering treatment.
分析記事 May 10

Is uniQure (NASDAQ:QURE) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 19

uniQure: AMT-130 For HD Progresses Forward With Q2 2025 FDA Meeting

Summary uniQure's AMT-130 gene therapy showed an 80% slowing of Disease progression in Huntington's Disease patients in a phase 1/2 study. Financially strong with $448 million in cash, uniQure can fund operations through H2 2027, reducing immediate financial risk. AMT-191 for Fabry Disease and AMT-162 for ALS are also advancing, diversifying uniQure's pipeline and potential market impact. FDA type B meeting to be held in Q2 of 2025 to discuss the possibility of Accelerated Approval of AMT-130 for the treatment of patients with HD. Read the full article on Seeking Alpha
Seeking Alpha Feb 20

uniQure: Gene Therapy Specialist Looks Set For Upside As Huntington's Approval Beckons

Summary 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. uniQure's strategic moves, including selling its Lexington facility and reducing cash burn, indicate a strong, focused approach towards achieving commercial success with AMT-130. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

uniQure's AMT-130: A Bold Step For Huntington's, But Not Without Hurdles

Summary uniQure N.V.'s AMT-130 demonstrated an 80% reduction in disease progression for high-dose patients, supported by biomarker data. Huntington's disease affects 41,000 people in the U.S., and the market is projected to grow to $3 billion by 2032, underscoring significant demand. If approved, AMT-130 faces adoption challenges due to its invasive brain surgery delivery and high cost, typical of gene therapies. uniQure's cash position and royalties from Hemgenix sales provide some financial stability, enabling continued pipeline development. Despite AMT-130's promise, commercialization challenges, cash burn, and strong competition from oral options like PTC518 warrant a cautious investment stance (“hold”). Read the full article on Seeking Alpha
分析記事 Dec 07

Is There An Opportunity With uniQure N.V.'s (NASDAQ:QURE) 39% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, uniQure fair value estimate is US$12.16 Current share price of...
Seeking Alpha Oct 21

uniQure's Yellow Flags: Early-Stage Gene Therapies Amid Restructuring

Summary uniQure N.V. leverages AAV technology to develop gene therapies for liver and CNS diseases, with one FDA-approved treatment and multiple investigational drugs in its pipeline. Despite promising technology and an FDA Orphan Drug designation for AMT-191, QURE's early-stage pipeline and ongoing restructuring add significant risk. The Company's valuation appears slightly high relative to peers, with limited upside potential, making it prudent to rate the stock as a "Hold" for now. Monitoring QURE's next quarterly report is crucial to assess the impact of its restructuring and potential progress in its pipeline. Read the full article on Seeking Alpha
Seeking Alpha Aug 06

uniQure: Pullback After Strong Interim Treatment Data Creates Buying Opportunity

Summary uniQure N.V. released positive 24-month trial data for AMT-130 gene therapy for Huntington's Disease, leading to a significant stock price increase. The company has aggressively restructured to extend its cash runway, focusing on AMT-130 development with confidence in its success. Despite risks, including potential negative trial data, its strong balance sheet and upcoming catalysts make it possible for QURE stock to reach $15 by year-end. Read the full article on Seeking Alpha
分析記事 Aug 03

uniQure N.V. (NASDAQ:QURE) Analysts Are Cutting Their Estimates: Here's What You Need To Know

uniQure N.V. ( NASDAQ:QURE ) just released its quarterly report and things are looking bullish. Overall results were...
Seeking Alpha Jul 09

uniQure: Positive HD AMT-130 Treatment Data Leads To Several Other Catalysts

Summary uniQure reported positive interim results across phase 1/2 studies, using AMT-130 for the treatment of patients with Huntington's Disease, leading to an 80% slowing of disease progression. The company plans to meet with the FDA in H2 2024 to discuss the possible Accelerated Approval pathway of AMT-130 for the treatment of patients with Huntington's Disease. 36-month data from the phase 1/2 studies using AMT-130 for the treatment of patients with Huntington's Disease is expected in mid-2025. The global Huntington's Disease market is projected to reach $1.21 billion by 2032. Read the full article on Seeking Alpha
分析記事 Mar 03

Earnings Update: uniQure N.V. (NASDAQ:QURE) Just Reported And Analysts Are Trimming Their Forecasts

There's been a notable change in appetite for uniQure N.V. ( NASDAQ:QURE ) shares in the week since its annual report...
Seeking Alpha Feb 01

uniQure: The Valuation Got More Attractive

Summary uniQure is valued here as a pre-revenue company assessing its liquidation value, value of potential cash flows from HEMGENIX sales and estimating the worth of its future R&D efforts. In 2023, uniQure achieved some major milestones – approval for its HEMGENIX treatment in US & EU, sale of its royalty interests in it, encouraging data from Huntington’s disease trials. With the value for uniQure close to $33/share, it represents a very attractive bargain, trading at below $6 recently. Read the full article on Seeking Alpha

株主還元

QUREUS BiotechsUS 市場
7D-4.2%-1.9%-4.1%
1Y67.7%23.6%20.6%

業界別リターン: QURE過去 1 年間で23.6 % の収益を上げたUS Biotechs業界を上回りました。

リターン対市場: QURE過去 1 年間で20.6 % の収益を上げたUS市場を上回りました。

価格変動

Is QURE's price volatile compared to industry and market?
QURE volatility
QURE Average Weekly Movement13.4%
Biotechs Industry Average Movement10.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

安定した株価: QUREの株価は、 US市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: QUREの 週次ボラティリティ は過去 1 年間で39%から13%に減少しましたが、依然としてUS株の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1998221Matt Kapustawww.uniqure.com

uniQure N.V.は、希少疾患やその他の壊滅的な疾患に苦しむ患者のための治療法を米国で開発している。同社は血友病B患者が第IX因子を産生できるようにするHEMGENIXを提供し、出血のリスクを下げることができる。同社の主要製品候補はAMT-130で、遺伝子治療候補であり、ハンチントン病の治療薬として第I/II相臨床試験中である。また、中側頭葉てんかん治療薬として第I/IIa相臨床試験中のAMT-260、スーパーオキシドジスムターゼ酵素-筋萎縮性側索硬化症治療薬として第I/IIa相臨床試験中のAMT-162、ファブリー病治療薬として第I/IIa相臨床試験中の治験用遺伝子治療薬候補AMT-191も開発している。また、アピック・バイオ社とは、SOD-1の変異に起因するALSを対象とした髄腔内投与の治験用遺伝子治療の開発・製造・商業化に関するライセンス契約を、CLS Bhering社とは開発・商業供給契約を締結している。 ユニキュア・エヌ・ヴィは1998年に設立され、オランダのアムステルダムに本社を置いている。

uniQure N.V. 基礎のまとめ

uniQure の収益と売上を時価総額と比較するとどうか。
QURE 基礎統計学
時価総額US$1.69b
収益(TTM)-US$208.87m
売上高(TTM)US$18.09m
93.5x
P/Sレシオ
-8.1x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
QURE 損益計算書(TTM)
収益US$18.09m
売上原価US$131.72m
売上総利益-US$113.63m
その他の費用US$95.24m
収益-US$208.87m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-3.31
グロス・マージン-628.04%
純利益率-1,154.42%
有利子負債/自己資本比率356.4%

QURE の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/11 23:24
終値2026/06/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

uniQure N.V. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Madhu KumarBaird
Eliana MerleBarclays
Vincent ChenBernstein