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QUQURE

uniQure N.V.

$QURE·$3.2B·Biotechnology·Healthcare
$48.20-1.1%YTD+81.8%1Y+199.6%
Mentions · last 7 days
2026-08-21: 37 posts2026-08-22: 10 posts2026-08-23: 13 posts189-1%
Price updated 7m ago·X counts updated 8d ago
QUQURE
$QUREuniQure N.V.
$48.20-1.07%189 posts-1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $QURE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-30

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The Huntington's disease gene therapy stock into a five-week catalyst window — AMT-130 four-year data, US BLA, UK application, all pending.

uniQure is a Dutch clinical-stage gene therapy company whose lead asset is AMT-130 — a one-time AAV5 gene therapy for Huntington's disease, a devastating neurodegenerative disorder with essentially no disease-modifying treatments. The whole equity is a bet on the next five weeks.

How the catalyst window stacks:

  • The next five weeks are dense with dated events: four-year AMT-130 data readout, US BLA filing, UK application, plus Dr. Victor Sung's Neurology Grand Rounds at UAB on Huntington's — the resolution window that extends or ends the run.
  • Insiders are quietly bullish about the Vanquish signal: they've noted uniQure made the placebo comparator harder than needed and treatment still cleared — trial-design detail that separates real efficacy from a set-up win.
  • Cash burn and revenue are pre-approval: Q1 revenue $3.6M against a $3.2B market cap (168x sales), operating margin -1,240%, FCF yield -5.7% — 100% priced on the AMT-130 outcome; if the BLA doesn't land, the multiple compresses hard.
  • Position confirms: 64th percentile of the 52-week range, 9% above the 50-day and 74% above the 200-day — the market is pre-positioned for the readout.
  • CLPT is riding as a beneficiary — the delivery-device angle applies to any AAV5 launch, validating the catalyst read.

The AMT-130 readout decides it: clean four-year efficacy plus BLA acceptance triggers a 40%+ rerate toward $70+; a mixed data set or a BLA hold sets up a 40-50% drop back to the mid-$30s.

Agrees with X sentimentAgree — the bull anchors (five-week catalyst window with AMT-130 four-year data, US BLA, UK application, October Q-Motor KOL presentation, insider design commentary) all map to real dated events; this is a legitimate catalyst-play, not narrative-only.

What to watch: The AMT-130 four-year data readout and BLA acceptance in the next five weeks — clean data plus BLA acceptance triggers a 40%+ rerate toward $70+; mixed data or a BLA hold sets up a 40-50% single-day drop back to the mid-$30s.

On the calendar: 2026-11-09 — Q3 earnings (AMT-130 data in the Sept-Oct window)

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment74 posts analyzed · as of 2026-08-30

The uniQure thread is loud and confidently long into a September catalyst window for AMT-130 in Huntington's disease. Posters lean on Dr. Victor Sung's KOL commentary that the four-year data separation could widen, a peer-reviewed paper expected imminently, 21.5% concentrated institutional ownership across seven of the top-25 biotech funds and about 10.7M shares short as squeeze fuel. Bears are visible but sparse, mostly noting that a filing acceptance alone may not move the stock. The base case is that BLA filing, UK application and four-year data all land before Q3 ends.

Read the AI verdict + X sentiment for $QURE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Gene therapy company with hemophilia B therapy (etranacogene) in pivotal trials and AMT-130 for Huntington's disease.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $QURE.

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $QURE

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-14.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-26.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
167.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-146%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
74.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$-1.22$-0.82-48.4%
Q1 2026May 5, 2026$-0.85$-0.88+3.4%
Q4 2025Mar 2, 2026$-0.56$-0.93+39.8%
Q3 2025Nov 10, 2025$-1.38$-0.85-62.4%
Next earningsMon, Nov 9·consensus EPS $-0.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.6M+127.3%93.9%-1243%$-0.85$-38.4M
Q4 FY25$5.6M+6.6%38.8%-937%$-0.59$-77.2M
Q3 FY25$3.7M+61.8%89.2%-1379%$-1.38$-16.3M
Q2 FY25$5.3M-52.7%87.5%-834%$-0.69$-40.2M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.7M$15.8M – $32.4M-$3.82-$3.99 – -$3.725
FY27$134.4M$81.7M – $223.1M-$2.96-$3.35 – -$2.447
FY28$408.6M$98.6M – $791.8M-$0.95-$4.48 – $4.106
FY29$652.4M$193.9M – $1.4B$1.49$0.13 – $3.625
FY30$881.9M$262.1M – $1.8B$4.17$0.36 – $10.103

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+74.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 62.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 2Matthew C KapustaCEO21.1K sh$952KSellJun 30Jack KayeDirector21.2K sh$983KSellJun 30Walid Abi-saabChief Medical Officer30.0K sh$1.4MSellJun 26Walid Abi-saabChief Medical Officer1.4K sh$67KSellJun 25Matthew C KapustaCEO28.7K sh$1.4MSellJun 24Matthew C KapustaCEO6.7K sh$335KSellJun 18Matthew C KapustaCEO41.7K sh$2.1MSellJun 17Jack KayeDirector5.3K sh$225KSellJun 17Madhavan BalachandranDirector11.7K sh$526KSellJun 17Matthew C KapustaCEO164.4K sh$7.3M
1–10 of 26
+ 24 other (13 exempts · 11 awards) in window

See when $QURE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 248-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

uniQure N.V. entered an underwriting agreement on June 23, 2026 for a public offering of 4,945,055 ordinary shares at $45.50/share. The underwriter greenshoe option (741,758 additional shares) was exercised in full on June 24, 2026. Total net proceeds estimated at ~$242.7M after underwriting discounts and expenses. Material — confirms the capital raise details; proceeds fund gene therapy pipeline and potential commercialization of DT120.

424B5Prospectus supplement (offering)Jun 24424B5
AI summary

uniQure N.V. priced a public offering of 4,945,055 ordinary shares at $45.50 per share on June 23, 2026, raising ~$225M gross (~$211.5M net), with underwriters led by Leerink Partners. The greenshoe option of 741,758 additional shares was exercised in full on June 24, 2026, bringing total net proceeds to ~$242.7M. Material dilution event at a discount to the prior day's close of $49.04; proceeds will fund gene therapy R&D and potential DT120 commercialization preparation.

424B5Prospectus supplement (offering)Jun 22424B5
AI summary

QURE filed a 424B5 prospectus supplement on 2026-06-22 of 150,000,000 Ordinary Shares at $44.39 per share. This represents dilution happening now.

8-KPress release / Reg FDJun 228-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

The Netherlands ​ ​ ​ 001-36294 ​ ​ ​ N/A disclosed: pursuant to Section 13(a) of the Exchange Act. ☐ ​ ​ ​ Item 7.01 Regulation FD Disclosure. On June 19, 2026, uniQure N.V. (the “ Company ”) issued a press release announcing preliminary data on the first cohort in the Company’s Phase I/IIa clinical trial of AMT-260 for the treatment of refractory mesial temporal lobe epilepsy. A copy of the press release is being furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. ​ The information provided in th.

8-KOfficer or director changeJun 158-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

uniQure N.V. filed an 8-K (Items 5.02, 5.03, 5.07) dated June 10, 2026, reporting officer/director changes, an amendment to articles of incorporation or bylaws, and shareholder vote results from its annual meeting. The excerpt is cover-page only with no specifics on which directors/officers changed or what bylaw amendment was approved. The combination of governance changes and a charter amendment may reflect board refreshment or structural changes relevant to uniQure's clinical-stage gene therapy programs.

8-KPress release / Reg FDApr 308-K — Item 7.01: Press release / Reg FD
AI summary

uniQure N.V. filed an 8-K under Item 7.01 (Reg FD) on April 30, 2026, furnishing an investor presentation for this Netherlands-based gene therapy company. The excerpt is XBRL boilerplate with no topic or slide content visible. Routine Reg FD disclosure — for a clinical-stage biotech like uniQure, investor presentations often include pipeline updates and clinical data readouts, making the attached exhibit potentially relevant for AMT-130 (Huntington's) development timeline watchers.

3New insider — initial holdingsMar 93
+ 18 other (8 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Is uniQure (QURE) Up 17.5% Since Last Earnings Report?zacks.com·3d agoAre Biotech Stocks The 'Comeback Kid' Of 2026? I Say Yesseekingalpha.com·15d agoQURE Q2 Earnings Miss Estimates on Higher Costs, Revenues Rise Y/Yzacks.com·32d agoHere Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More247wallst.com·32d agouniQure N.V. (QURE) Q2 2026 Earnings Call Transcriptseekingalpha.com·33d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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