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Jun 30, 2023

uniQure Q2 2023 Earnings Report

uniQure reported encouraging interim analysis data from Phase I/II clinical trial of AMT-130 in Huntington’s disease and is preparing to initiate two Phase I/II clinical trials in refractory temporal lobe epilepsy and SOD1-ALS later this year.

Key Takeaways

uniQure announced its financial results for the second quarter of 2023, highlighting encouraging data from its AMT-130 Huntington's disease trial and preparations for new clinical trials. The company's cash position is strong with $628.6 million, excluding a $100 million milestone received in July.

Announced encouraging interim analysis data from Phase I/II clinical trial of AMT-130 in Huntington’s disease showing preservation of function compared to baseline and clinical benefits relative to natural history.

Preparations underway to initiate two Phase I/II clinical trials in refractory temporal lobe epilepsy and SOD1-ALS later this year; IND for Fabry disease expected to be submitted in the second half of 2023.

Strong cash position of $628.6 million as of June 30, 2023, which excludes a $100 million milestone related to first commercial sale of HEMGENIX® in the U.S. received in July 2023.

Announced sale of royalty interest in HEMGENIX® for up to $400 million.

Total Revenue
$2.42M
Previous year: $497K
+387.3%
EPS
-$1.44
Previous year: -$0.84
+71.4%
Gross Profit
$2.42M
Previous year: $497K
+387.3%
Cash and Equivalents
$629M
Previous year: $501M
+25.6%
Free Cash Flow
-$58.1M
Previous year: -$20.3M
+186.7%
Total Assets
$943M
Previous year: $701M
+34.4%

uniQure

uniQure

Forward Guidance

The company provided forward-looking statements regarding its ability to fund operations into 2026, continued progress on the commercialization of HEMGENIX®, clinical benefits for patients treated with AMT-130, the timing of patient enrollment in the AMT-130 clinical trial, submission of an investigational new drug application for Fabry disease in 2023, initiation of a Phase I/II clinical study of AMT-162 for the treatment of ALS in the second half of 2023, submission of an investigational new drug application or initiation of a Phase I/II clinical study of AMT-260 for rTLE in the second half of 2023, and interactions with regulatory agencies in the first quarter of 2024.

Positive Outlook

  • Continued progress on the commercialization of HEMGENIX®
  • Clinical benefits for patients treated with AMT-130
  • Patient enrollment in the AMT-130 clinical trial
  • Submission of an investigational new drug application for Fabry disease in 2023
  • Initiation of a Phase I/II clinical study of AMT-162 for the treatment of ALS in the second half of 2023

Challenges Ahead

  • Risks associated with the regulatory approval and commercial launch of HEMGENIX®
  • Material changes to interim or preliminary data
  • Impact of financial and geopolitical events
  • Risks related to the Commercialization and License Agreement with CSL Behring
  • Risks related to clinical development activities, clinical results, collaboration arrangements, regulatory oversight, product commercialization and intellectual property claims and ongoing litigation