uniQure received unexpected FDA feedback on AMT-130's BLA submission for Huntington's disease, creating uncertainty in the timeline.
Quiver AI Summary
uniQure N.V. announced that it received unexpected feedback from the FDA regarding its investigational gene therapy AMT-130 for Huntington’s disease during a recent pre-BLA meeting. The FDA now appears to disagree with uniQure's previous understanding that data from Phase I/II studies comparing AMT-130 to an external control may support a BLA submission. This represents a significant shift from earlier FDA guidance, leading to uncertainty about the timeline for the BLA submission. uniQure plans to urgently engage with the FDA to explore a path forward for AMT-130's approval, emphasizing their commitment to bringing the therapy to patients who currently lack effective treatment options. The company is also looking to collaborate with other regulatory agencies in addition to the FDA.
Potential Positives
- uniQure's AMT-130 received Breakthrough Therapy designation from the FDA, indicating the potential for accelerated approval and recognition of the treatment's significance for patients with Huntington’s disease.
- The company plans to urgently interact with the FDA to find a path forward for AMT-130, demonstrating commitment to advancing the therapy and bringing it to patients in the U.S.
- uniQure has a history of successful gene therapy development, as evidenced by its previously approved gene therapy for hemophilia B, which could strengthen their reputation and credibility in the market.
Potential Negatives
- The FDA's feedback indicates a significant change in expectations regarding the adequacy of the data from Phase I/II studies for BLA submission, potentially delaying the approval process for AMT-130.
- There is now uncertainty regarding the timing of the BLA submission for AMT-130, which may impact the company's operational timelines and financial forecasts.
- The shift in the FDA's position reflects possible concerns over the robustness of the data, which could undermine investor confidence in the company's clinical development strategy.
FAQ
What is AMT-130?
AMT-130 is an investigational gene therapy developed by uniQure for the treatment of Huntington’s disease.
What recent feedback did uniQure receive from the FDA?
uniQure received feedback indicating that the FDA no longer agrees on the adequacy of Phase I/II study data for the BLA submission.
How will this impact the BLA submission timeline for AMT-130?
The timeline for the BLA submission for AMT-130 is now unclear due to the recent FDA feedback.
What designations has the FDA granted to AMT-130?
The FDA granted AMT-130 Breakthrough Therapy designation and Regenerative Medicines Advanced Therapy (RMAT) designation.
How is uniQure addressing the FDA's feedback?
uniQure plans to interact urgently with the FDA to determine a path forward for AMT-130's approval.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$QURE Insider Trading Activity
$QURE insiders have traded $QURE stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $QURE stock by insiders over the last 6 months:
- MATTHEW C KAPUSTA (CEO, Managing Director) has made 0 purchases and 5 sales selling 226,316 shares for an estimated $9,382,472.
- CHRISTIAN KLEMT (Chief Financial Officer) has made 0 purchases and 2 sales selling 18,000 shares for an estimated $945,120.
- JEANNETTE POTTS (Chief Legal Officer) sold 4,670 shares for an estimated $70,703
- ROBERT GUT sold 3,336 shares for an estimated $48,205
- LEONARD E POST sold 2,112 shares for an estimated $30,518
- JACK KAYE sold 2,112 shares for an estimated $30,518
- DAVID D. MEEK sold 2,112 shares for an estimated $30,518
- MADHAVAN BALACHANDRAN sold 2,112 shares for an estimated $30,518
- JEREMY P. SPRINGHORN sold 2,112 shares for an estimated $30,518
- RACHELLE SUZANNE JACQUES sold 2,112 shares for an estimated $30,518
- WALID ABI-SAAB (Chief Medical Officer) sold 1,466 shares for an estimated $20,406
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$QURE Hedge Fund Activity
We have seen 80 institutional investors add shares of $QURE stock to their portfolio, and 79 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JEFFERIES FINANCIAL GROUP INC. added 2,095,931 shares (+inf%) to their portfolio in Q2 2025, for an estimated $29,217,278
- JPMORGAN CHASE & CO added 1,491,486 shares (+471.7%) to their portfolio in Q2 2025, for an estimated $20,791,314
- AVORO CAPITAL ADVISORS LLC added 1,450,000 shares (+66.7%) to their portfolio in Q2 2025, for an estimated $20,213,000
- VESTAL POINT CAPITAL, LP removed 1,092,572 shares (-22.8%) from their portfolio in Q2 2025, for an estimated $15,230,453
- SOFINNOVA INVESTMENTS, INC. added 1,012,585 shares (+185.5%) to their portfolio in Q2 2025, for an estimated $14,115,434
- RTW INVESTMENTS, LP added 892,803 shares (+20.9%) to their portfolio in Q2 2025, for an estimated $12,445,673
- JENNISON ASSOCIATES LLC added 859,424 shares (+613.6%) to their portfolio in Q3 2025, for an estimated $50,164,578
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$QURE Analyst Ratings
Wall Street analysts have issued reports on $QURE in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 10/06/2025
- Wells Fargo issued a "Overweight" rating on 10/02/2025
- Cantor Fitzgerald issued a "Overweight" rating on 09/25/2025
- Chardan Capital issued a "Buy" rating on 09/25/2025
- Mizuho issued a "Outperform" rating on 09/25/2025
- Guggenheim issued a "Buy" rating on 09/25/2025
- Stifel issued a "Buy" rating on 09/24/2025
To track analyst ratings and price targets for $QURE, check out Quiver Quantitative's $QURE forecast page.
$QURE Price Targets
Multiple analysts have issued price targets for $QURE recently. We have seen 10 analysts offer price targets for $QURE in the last 6 months, with a median target of $73.0.
Here are some recent targets:
- Patrick R. Trucchio from HC Wainwright & Co. set a target price of $110.0 on 10/06/2025
- Yanan Zhu from Wells Fargo set a target price of $80.0 on 10/02/2025
- Daniil Gataulin from Chardan Capital set a target price of $76.0 on 09/25/2025
- Uy Ear from Mizuho set a target price of $60.0 on 09/25/2025
- Salveen Richter from Goldman Sachs set a target price of $56.0 on 09/25/2025
- Kristen Kluska from Cantor Fitzgerald set a target price of $80.0 on 09/25/2025
- Debjit Chattopadhyay from Guggenheim set a target price of $95.0 on 09/25/2025
Full Release
LEXINGTON, Mass. and AMSTERDAM, Nov. 03, 2025 (GLOBE NEWSWIRE) -- uniQure N.V. (NASDAQ: QURE), a leading gene therapy company advancing transformative therapies for patients with severe medical needs, today announced that it received feedback from the U.S. Food and Drug Administration (FDA) during a recent pre-Biologics License Application (BLA) meeting regarding AMT-130, an investigational gene therapy for Huntington’s disease (HD).
Though final meeting minutes have not yet been received, based on the discussions at the meeting, uniQure believes that the FDA currently no longer agrees that data from the Phase I/II studies of AMT-130 in comparison to an external control, as per the prespecified protocols and statistical analysis plans shared with the FDA in advance of the analyses, may be adequate to provide the primary evidence in support of a BLA submission. This is a key shift from prior communications with the FDA in multiple Type B meetings over the past year. Consequently, the timing of the BLA submission for AMT-130 is now unclear.
uniQure expects to receive final minutes within 30 days of the meeting and plans to urgently interact with the FDA to find a path forward for the timely accelerated approval of AMT-130.
The FDA granted AMT-130 Breakthrough Therapy designation based upon data from the Phase I/II studies compared to external controls in April 2025 and Regenerative Medicines Advanced Therapy (RMAT) designation in May 2024.
“We are surprised by the FDA’s feedback at the recent pre-BLA meeting, which is a drastic change from the guidance the FDA provided in November 2024 that data from the ongoing Phase I/II studies, compared to a natural history external control, may serve as the primary basis for a BLA submission under the Accelerated Approval pathway,” said Matt Kapusta, chief executive officer at uniQure . “This news is unexpected, and we are truly disappointed for people living with HD, who have no disease-modifying treatment options for this devastating disease. We strongly believe that AMT-130 has the potential to bring substantial benefit to patients, and we remain fully committed to working with the FDA to determine the best path forward to rapidly bring AMT-130 to patients and their families in the U.S.”
In addition to continuing to partner with the FDA on progressing AMT-130 for the treatment of Huntington’s disease, uniQure plans in parallel to progress discussions with other regulatory agencies, including in the European Union and United Kingdom.
About uniQure
uniQure is delivering on the promise of gene therapy – single treatments with potentially curative results. The approvals of uniQure’s gene therapy for hemophilia B – an historic achievement based on more than a decade of research and clinical development – represent a major milestone in the field of genomic medicine and ushers in a new treatment approach for patients living with hemophilia. uniQure is now advancing a pipeline of proprietary gene therapies for the treatment of patients with Huntington's disease, refractory temporal lobe epilepsy, ALS, Fabry disease, and other severe diseases. www.uniQure.com
uniQure Forward-Looking Statements
This press release contains forward-looking statements. All statements other than statements of historical fact are forward-looking statements, which are often indicated by terms such as "anticipate," "believe," "could," “establish,” "estimate," "expect," "goal," "intend," "look forward to", "may," "plan," "potential," "predict," "project," “seek,” "should," "will," "would" and similar expressions and the negatives of those terms. Forward-looking statements are based on management's beliefs and assumptions and on information available to management as of the date of this press release. Examples of these forward-looking statements include, but are not limited to, statements concerning: the Company’s plans to progress AMT-130 in the U.S., including the Company’s plans to interact with the FDA to find a path forward for the timely accelerated approval of AMT-130 and rapidly bring AMT-130 to patients and their families in the U.S . ; the timing and outcome of regulatory interactions with respect to the AMT-130 program, including the Company’s plans to progress discussions with other regulatory agencies, including in the European Union and United Kingdom, in parallel with regulatory discussions with the FDA; the receipt of final minutes from the pre-BLA meeting with the FDA within 30 days of the meeting; the timing of the Company’s BLA submission for AMT-130; the Company’s belief that the FDA no longer agrees that data from the Phase I/II studies of AMT-130 in comparison to an external control may be adequate to provide the primary evidence in support of a BLA submission; and the potential of AMT-130 to bring substantial benefit to patients. The Company’s actual results could differ materially from those anticipated in these forward-looking statements for many reasons. These risks and uncertainties include, among others: risks related to the Company’s Phase I/ll clinical trials of AMT-130, including the risk that such trials will be unable to demonstrate data sufficient to support further clinical development or regulatory approval; the risk that more patient data become available that results in a different interpretation then the one derived from the topline data; risks related to the Company’s interactions with regulatory authorities, which may affect the initiation, timing and progress of clinical trials and pathways to regulatory approval; whether the measurements that the Company is evaluating are viewed as robust and sensitive measurements of disease progression; whether RMAT designation, Breakthrough Therapy designation, or any accelerated pathway, if granted, will lead to regulatory approval; the Company’s ability to conduct and fund a Phase III or confirmatory study for AMT-130 if needed; the Company’s ability to continue to build and maintain the infrastructure and personnel needed to achieve its goals; the Company’s effectiveness in managing current and future clinical trials and regulatory processes; the Company’s ability to demonstrate the therapeutic benefits of its gene therapy candidates in clinical trials; the continued development and acceptance of gene therapies; the Company’s ability to obtain, maintain and protect its intellectual property; and the Company’s ability to fund its operations and to raise additional capital as needed and on acceptable terms. These risks and uncertainties are more fully described under the heading "Risk Factors" in the Company’s periodic filings with the U.S. Securities & Exchange Commission (SEC), including its Annual Report on Form 10-K filed with the SEC on February 27, 2025, its Quarterly Reports on Form 10-Q filed with the SEC on May 9, 2025 and July 29, 2025, and in other filings that the Company makes with the SEC from time to time. Given these risks, uncertainties and other factors, you should not place undue reliance on these forward-looking statements and, except as required by law, the Company assumes no obligation to update these forward-looking statements, even if new information becomes available in the future.
uniQure Contacts:
|
FOR INVESTORS:
Chiara Russo Direct: 781-491-4371 Mobile: 617-306-9137 [email protected] |
FOR MEDIA:
Tom Malone Direct: 339-970-7558 Mobile:339-223-8541 [email protected] |