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Investment Case On ProQR Therapeutics Gets More Enticing

Oct. 01, 2021 3:06 PM ETProQR Therapeutics N.V. (PRQR)EDIT, LLY23 Comments


  • Today, we revisit ProQR Therapeutics, an intriguing developmental concern for the first time since early this year.
  • The company recently inked a significant collaboration deal with drug giant Eli Lilly which makes its investment case more enticing.
  • We update the investment thesis on ProQR Therapeutics to account for recent events in the paragraphs below.
  • I do much more than just articles at The Busted IPO Forum: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

Medical Laboratory Research Background

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Life corrects the errors of logic.” - Marty Rubin

The last time we posted an in-depth piece on ProQR Therapeutics (NASDAQ:PRQR) was in March of this year, more than six months ago. We stated it was

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This article was written by

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The Busted IPO Forum founded by Bret Jensen, focuses on stocks that have been public for 18 months to six years that are significantly under their offering price, AKA Busted IPOs.  Many times, after the initial analyst hyperbole has died and insider stock lockups have expired, these same companies can be had for .30 to .50 cents on the dollar from when the shares went public. 

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of PRQR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (23)

dogfriend profile picture
This board is really ripe for a new PRQR article.
@dogfriend Is this a ten bagger? or multi hundreds bagger?
dogfriend profile picture
@TTT_Alan PRQR has a long way to run. I expect we will see more upward momentum leading into and following next week's R&D day. I doubt stock will be around long enough to be more than a 10 bagger. It will be bought out by a major pharma company. Possibly Lily.
dogfriend profile picture
Today’s press release from PRQR was, IMO, quite positive. The company will be making oral presentations at three upcoming RNA conferences. There is a prestige value in being selected for an oral presentation. More importantly, they will be establishing themselves in the RNA community with their important new technology. They will be providing some preclinical data. All this is a nice prelude for the upcoming reveal at the investor R&D day at the end of the month.
dogfriend profile picture
PRQR sure is ripe for a new Seeking Alpha piece. So much has changed, so much progress with ADAR. Very exciting prospects.
What s the value of the Axiomer platform? and the likely MC?
@Busted IPO Forum what did you make out of Elli Lilly extended partnership today? Thanks
dogfriend profile picture
Busted IPO Forum profile picture
@Agnee Tips Obviously a huge positive with much need large upfront payment. Nice vote of confidence
@Busted IPO Forum what s the likely target MC?
dogfriend profile picture
A wealth of information about PRQR can be found on Dirk Haussecker's blog, rnaitherapeutics.blogspot.com
@dogfriend this site doesn't open.
dogfriend profile picture
Here is a link to the PRQR presentation at Stifel Health Care Conference.
dogfriend profile picture
PRQR is worth a revisit. Company has changed quite a bit since this review was written. Stock price is way down, company has a new focus in an exciting area of RNA, and has plenty of cash.
Company is toast, time to move on. The adventurous can sell at a loss then load up 30 days later in case there is a miracle if they are in a gambling mood.
Wijdemar profile picture
Any new insights? The role of the board is shady. Have a look at the investment fund Aescap, one of the larger shareholders. Legal action is being prepared
knb53 profile picture
@Wijdemar Yes, would love to hear some evidence based thoughts from anyone re. how things might unfold from here.
great value coming out today
Its ridiculous how undervalued is this company. Worries about "permanent" gene therapies taking market share from PRQR are misplaced. First, there is nothing that works besides PRQR (e.g. see EDIT data fail), and current gene therapies are full of risks and safe & effective versions will take many years to develop. Safety bar in a "permanent" gene therapy is much higher than in a "tansitory" RNA therapy that can be discontinued. Nobody wants off-target permanent effects. And efficaccy seems worse, its harder to change nucleous DNA than floatimg RNA. There are plenty of indications and PRQR is well ahead, by years, over anyone else. Once approved, will be only game in town for years and that will discourage GTs companies to go after same indications.
@rolling_inflaton still thinking is undervalued?
Periodic injections in eyes are easy target for alternatives imho any chance something works safely without periodicity will disrupt mkt share big time
@PITX3 check out ALIM and write--up at VIC.
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