• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    uniQure (QURE) Faces AMT 130 Scrutiny, Is It Still 60% Undervalued?

    Simply Wall St·10/30/2026 05:37:35
    Listen to the news

    uniQure (NasdaqGS:QURE) is under closer scrutiny after fresh questions around AMT-130 trial data prompted a securities investigation, putting the durability of its gene therapies and current valuation against book value under the spotlight for investors.

    Momentum around uniQure has swung sharply this year, with a 1-week share price return of 9.5% and a 30-day gain of 3.2% contrasting with a 90-day share price decline of 42%. The 1-year total shareholder return is down 62.7%, despite a very large 3-year total shareholder return. This highlights how the latest AMT-130 scrutiny and securities investigation have quickly reshaped risk perception around a stock now trading at US$25.30 and already flagged as carrying a premium price to book value.

    Balance the uniQure story by scanning hand-picked biotech peers facing similar trial and valuation pressure through the 18 high quality undiscovered gems.

    uniQure now trades at US$25.30, while analyst and model estimates cluster much higher. Where does fair value really land across that spread, especially after this sharp swing in sentiment?

    Most Popular Narrative: 59.5% Undervalued

    Against a most-followed fair value estimate of $62.42, uniQure at $25.30 screens as heavily discounted, which puts the AMT-130 story and its projected cash flows at the center of any valuation debate.

    The analysts have a consensus price target of $62.42 for uniQure based on their expectations of its future earnings growth, profit margins and other risk factors.

    In order for you to agree with the analysts, you'd need to believe that by 2029, revenues will be $445.8 million, earnings will come to $20.0 million, and it would be trading on a PE ratio of 333.1x, assuming you use a discount rate of 7.9%.

    What is behind that confidence gap in the forecasts and valuation spread, see 12 investors see uniQure as 59% undervalued.

    Result: Fair Value of $62.42 (UNDERVALUED)

    Still, if AMT-130 stumbles on regulatory review or if manufacturing shifts create supply disruptions, the uniQure narrative that underpins those valuation targets could unravel.

    Find out about the key risks to this uniQure narrative.

    Next Steps

    Sentiment around uniQure is clearly split, which is exactly why you may want to move quickly, review the full data set, and weigh both the downside and upside drivers for yourself with 2 key rewards and 1 important warning sign.

    Looking for more uniQure investment ideas?

    If uniQure has your attention, do not stop here. Broader context across other opportunities can sharpen your judgment and keep your watchlist one step ahead.