Added to YB: 2025-11-14
Pitch date: 2025-11-13
QURE [bullish]
uniQure N.V.
-32.72%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
uniQure N.V. develops treatments for patients suffering from rare and other devastating diseases in the United States.
Market Cap
$1.9B
Pitch Price
$29.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-11.44
P/E
-6.88
EV/Sales
107.85
Sector
Biotechnology
Category
special_situation
uniQure N.V. - $QURE
QURE: Gene therapy AMT-130 showed 75% slowing of Huntington's disease progression in Ph I/II vs external controls, but FDA reversed course demanding RCT instead of accelerated approval. Stock crashed from $70 to $28 on regulatory delay, not clinical failure. Strong balance sheet, EU approval path remains. Selling Dec $25 puts at $3.60 for 14.4% yield, $21.40 worst-case basis.
Read full article (5 min)