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How We Are Playing UniQure

Oct. 03, 2021 10:13 PM ETuniQure N.V. (QURE)14 Comments


  • Today, we take an in-depth look at Dutch biopharma concern UniQure for the first time in 2021.
  • The company is slowly advancing its pipeline, is cash rich and has picked up increasing positive analyst support of late.
  • A full investment analysis and recommendation are provided in the paragraphs below.
  • I do much more than just articles at The Biotech Forum: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

Doctor"s hands in blue gloves keep test tube with a blood

FabrikaCr/iStock via Getty Images

An Englishman, even if he is alone, forms an orderly queue of one.”― George Mikes

The last time we touched base around our investment theme on gene therapy play UniQure N.V. (NASDAQ:QURE), 2020 was

Live Chat on The Biotech Forum has been dominated by discussion of lucrative buy-write or covered call opportunities on selected biotech stocks over the past several months. To see what I and the other season biotech investors are targeting as trading ideas real-time, just join our community at The Biotech Forum by clicking HERE.

This article was written by

Bret Jensen profile picture

Bret Jensen has over 13 years as a market analyst, helping investors find big winners in the biotech sector. Bret specializes in high beta sectors with potentially large investor returns.

Bret leads the investing group Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of QURE 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (14)

DanShirey profile picture


Long (QURE)
Thanks, for the article.
Happy Holidays!
The healthcare company with the biggest potential upside of all 24 names is uniQure (QURE), which has the possibility of seeing $174/share in a deal, 516% upside for its current share price. Recent article from Goldman Sachs . I'm new to name , but this would be a massive trade if they are correct?
Bret Jensen profile picture
From Mizuho Securities which just reissued their Buy rating and $52 price target on QURE.

'We see this pattern as good news for employing the stereotactic neurosurgical delivery approach, but we believe the safety of this approach was largely expected as the DSMB followed the study to continue dosing more patients in the lower cohort and move to a higher dosing cohort.

I am closing out the option portion of my covered calls that were using the January $25 calls for pennies on the dollar...will wait for stock to rebound to sell new longer duration calls with same strike on now uncovered position.'

I also executed new covered calls using the July $20 strikes for a net debit of $15.50...
TigerBill profile picture
@Bret Jensen Do you think the 25+% drop in QURE today is due to CSL Behring receiving the EMA’s accelerated assessment request for their Marketing Authorisation Application for etranacogene dezaparvovec, their investigational gene therapy for haemophillia B?
Meets end-point and then tanks 20% - go figure.
The Insiders Forum profile picture
@dixie Biotech right now, unfortunately
Bret Jensen profile picture
uniQure N.V. (NASDAQ:QURE) said no significant safety concerns were seen in the first four patients enrolled in higher-dose group of its phase 1/2 trial of AMT-130 to treat Huntington’s disease, a rare inherited disorder causing degeneration of nerve cells in the brain.
As a result the independent Data Safety Monitoring Board recommended that final 12 patients in the second cohort were now cleared for enrollment.
The Insiders Forum profile picture
William Blair has initiated uniQure (QURE +3.6%) with a buy, calling the company a "pioneer in the adeno-associated virus ("AAV") gene therapy space."
The firm gives uniQure a fair value calculation of $65.54 a share (123% upside).
Analyst Sami Corwin sees major potential from the company's two lead candidates, AMT-061 (EtranaDez) for hemophilia B and AMT-130 for Huntington's disease.
Corwin calls AMT-061 a potential first-in-class therapy that because of its parternship with CSL Behring "could provide significant near-term revenue."
Corwin says that AMT-061 could be approved as soon as next year in the U.S. and gives the candidate a 95% chance of success.
As of now, AMT-130 has a 30% chance of approval and could get an FDA nod in 2027.
Corwin adds that positive proof-of-concept data next year could be a significant catalyst for the stock.
fffgp profile picture
07 Oct. 2021
Nice article. Thanks. Up marginally on QURE, only because I followed your suggestion to sell calls. Thanks again... Looks like it is time to rinse/repeat.
due dil profile picture
Thanks for this update, Brett. Both put and call premiums are getting up there. The b/a spreads reflecting incr. volatility.
Bret Jensen profile picture
@due dil One of the better things about sell-offs...Vol and premiums go up
pgallop profile picture
@Bret Jensen Thanks Brett, this looks exciting. Does the fact that it's in NV make any difference? I generally try to avoid Biotechs that are not in the US but I'm going to try this one.
p.s. I don't see any April/22 Calls , only June or January.
Bret Jensen profile picture
@pgallop That is consideration. I never do well with firms based in Israel and Canada for some reason. April options are there, expire April 14th.
pgallop profile picture
@Bret Jensen Neither do I and I'm Canadian! But the Dutch are such nice and clever people, so here's hoping. I used the June Call and got $7.57 for the $35 strike. Thanks again.
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