Added to YB: 2026-10-08
Pitch date: 2026-10-05
QURE [bullish]
uniQure N.V.
-2.17%
current return
Author Info
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Company Info
uniQure N.V. develops treatments for patients suffering from rare and other devastating diseases in the United States.
Market Cap
$1.6B
Pitch Price
$23.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.50
P/E
-5.71
EV/Sales
71.84
Sector
Biotechnology
Category
special_situation
September Portfolio Review: The Cost of Concentration - uniQure N.V.
QURE (hold): uniQure’s data still support a meaningful disease-modifying effect and possible approval path, but the weaker prespecified four-year cUHDRS result requires a fresh underwrite: 44% slowing was not statistically significant, while TFC showed 61% slowing. The BLA rests on stronger three-year data, but filing acceptance and approval remain uncertain. No shares are being added pending the FDA response, missing-data and comparator analyses, and confirmation that functional benefit persists.
Read full article (1 min)