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QUQURE

uniQure N.V.

$QURE·$2.6B·Biotechnology·Healthcare
$40.46+2.8%YTD+63.8%1Y+173.0%
Mentions · last 7 days
2026-07-10: 33 posts2026-07-11: 15 posts2026-07-12: 20 posts2026-07-13: 43 posts2026-07-14: 33 posts2026-07-15: 24 posts2026-07-16: 29 posts198+22%
Price updated 9m ago·X counts updated 17h ago
QUQURE
$QUREuniQure N.V.
$40.46+2.81%198 posts+22%
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 2026-07-17

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

Huntington's gene-therapy leader up 173% t12m after Roche scrapped its competing program.

uniQure develops gene therapies for rare diseases — HEMGENIX (hemophilia B, licensed), AMT-130 for Huntington's disease, plus additional pipeline programs. The July Roche tominersen scrap changed the competitive landscape dramatically.

Where the setup shows:

  • Revenue is small: Q1 $4M with severe losses — this is a pre-commercial biotech.
  • Cash burn is severe: operating margin -1,243%, FCFy -5.7%.
  • The June 25 $225M upsized public offering at $45.50 (net ~$211.5M) is real dilution but funds the pivotal AMT-130 pathway.
  • Roche discontinued tominersen and backup RG6496 — QURE is now the leading Huntington's asset.
  • Community frames QURE as the most logical M&A target left in HD — Roche, Lilly, Sanofi/GSK/BMS as potential acquirers.
  • Insider action is a real cluster: director Matthew Kapusta sold $952K, director Jack Kaye sold $983K, officer Walid Abi-Saab sold $1.4M — coordinated post-offering distribution.
  • Position: 49% of 52-week range, YTD +64%, t12m +173%.

The forward view: the August 4 Q2 print is the referee for cash runway and pipeline update. The real catalysts: 4-year Huntington's data, the BLA filing, epilepsy follow-up. What restarts the coil upward: any specific big-pharma partnership disclosure or interim AMT-130 data. What breaks it lower: another cluster of insider sales after the print, or an unexpected data setback.

Agrees with X sentimentThe bullish X read on QURE as the leading Huntington's asset post-Roche scrap and the M&A framing is directionally right. Our take agrees the setup is compelling but flags the insider-sale cluster as a specific counter-signal.

What to watch: August 4 Q2 earnings and cash runway; a big-pharma partnership disclosure or AMT-130 interim data would extend the run, another insider-sale cluster would break the coil the wrong way.

On the calendar: 2026-08-04 — Q2 2026 earnings

X sentiment

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

Bullish sentiment18 posts analyzed · as of 2026-07-15

uniQure chatter is bullish following major Huntington's disease news. Roche completely discontinued its flagship tominersen program and the backup compound RG6496 - a huge competitive read-through for QURE's AMT-130 gene-therapy program which is now the leading Huntington's asset. Bulls call QURE the most logical M&A target left in HD - with Roche, LLY, Sanofi/GSK/BMS as potential acquirers. Community frames the June spike-then-cool as normal price-action, with the story-moving catalysts being 4-year Huntington's data, the BLA, and the epilepsy follow-up. Community broadly long with acquisition-optimism framing.

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

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $QURE

Direct beneficiary — Gene therapy company with hemophilia B therapy (etranacogene) in pivotal trials and AMT-130 for Huntington's disease; the business model is a direct conduit for the GLP-1 pipeline bifurcation and ADA oral formulation competition.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+44.5%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
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%
Q2 2025Jul 29, 2025$-0.69$-0.89+22.5%
Next earningsTue, Aug 4·consensus EPS $-0.83

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.0M$15.3M – $31.3M-$3.68-$4.55 – -$3.419
FY27$136.2M$82.8M – $226.1M-$3.00-$3.40 – -$2.488
FY28$361.1M$224.4M – $584.2M-$1.46-$3.29 – $2.557
FY29$639.0M$397.1M – $1.0B$1.27$0.64 – $2.283
FY30$857.7M$533.1M – $1.4B$4.00$2.03 – $7.206

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.0.5×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.49%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.+17.0%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.+33.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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 17Madhavan BalachandranDirector11.7K sh$526KSellJun 17Jack KayeDirector5.3K sh$225KSellJun 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
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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
8-KPress release / Reg FDMar 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 18 other (10 13Gs · 2 proxys · 1 routine 8-K · 1 10-Q) in window

Recent news

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

uniQure (QURE) Now Trades Above Golden Cross: Time to Buy?zacks.com·16d agouniQure Announces Closing of Upsized Public Offering and Full Exercise by Underwriters of Option to Purchase Additional Sharesglobenewswire.com·22d agouniQure Announces Pricing of Upsized $225 Million Public Offeringglobenewswire.com·24d agouniQure Announces $150 Million Proposed Public Offeringglobenewswire.com·25d agoQURE Announces Initial Data on Gene therapy for Temporal Lobe Epilepsyzacks.com·25d ago

In themes

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

Gene Editing & CRISPR

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