uniQure Provides Regulatory Update on AMT-130 for Huntington’s Disease
Rhea-AI Summary
uniQure (NASDAQ: QURE) received final meeting minutes from the FDA following an Oct 29, 2025 pre-BLA meeting about AMT-130 for Huntington’s disease. The FDA conveyed that Phase I/II data are currently unlikely to provide the primary evidence to support a BLA. uniQure said it is evaluating the feedback and plans to urgently request a follow-up meeting in Q1 2026. Management reaffirmed commitment to working with regulators and noted community support from patients, families, clinicians and advocates.
The update signals additional regulatory engagement is needed before a BLA pathway can be confirmed.
Positive
- Received final FDA meeting minutes documenting regulatory feedback
- Plans to request a follow-up FDA meeting in Q1 2026
Negative
- FDA: Phase I/II data currently unlikely to provide primary evidence for a BLA
- BLA submission pathway for AMT-130 requires additional regulatory engagement
News Market Reaction
On the day this news was published, QURE declined 9.38%, reflecting a notable negative market reaction. Argus tracked a peak move of +20.4% during that session. Our momentum scanner triggered 45 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $164M from the company's valuation, bringing the market cap to $1.59B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers show mixed moves: EYPT -4.28%, UPB -4.35%, while TSHA +3.41%, ABUS +0.86%, OCS +1.21%, suggesting QURE’s reaction is stock-specific rather than a broad gene therapy move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Regulatory update | Negative | -9.4% | FDA minutes indicate Phase I/II data unlikely to support BLA. |
| Nov 10 | Earnings and update | Positive | -5.9% | Strong AMT-130 data and larger cash balance alongside FDA uncertainty. |
| Nov 06 | Earnings date notice | Neutral | +5.6% | Announcement of Q3 2025 results call and webcast timing. |
| Nov 03 | Regulatory setback | Negative | -49.3% | FDA questions adequacy of Phase I/II external-control data for BLA. |
| Sep 29 | Equity offering | Positive | +9.4% | Upsized public offering to fund AMT-130 launch prep and pipeline. |
Regulatory setbacks for AMT-130 have triggered outsized negative moves, while financings and routine corporate updates have seen more mixed or positive reactions.
Over the last few months, uniQure’s story has been dominated by AMT-130 and financing activity. A regulatory setback on Nov 3, 2025 around the adequacy of Phase I/II data versus external control led to a -49.34% move and made BLA timing unclear. Q3 results on Nov 10, 2025 highlighted strong AMT-130 efficacy data and significant capital raises, yet the stock fell -5.9%. An upsized equity offering closing on Sep 29, 2025 was received positively with a +9.37% reaction. Today’s FDA meeting-minutes update reinforces ongoing regulatory uncertainty around AMT-130’s BLA path.
Market Pulse Summary
The stock moved -9.4% in the session following this news. A negative reaction despite this being a follow-on update would fit the pattern seen on Nov 3, 2025, when similar FDA concerns about AMT-130’s Phase I/II data drove a -49.34% move. The final minutes reiterate that current data are unlikely to support a BLA, keeping timelines uncertain. Investors have also seen prior drawdowns after mixed news, suggesting continued sensitivity to any indication that additional trials or delays could be required.
Key Terms
pre-Biologics License Application (BLA) regulatory
gene therapy medical
Phase I/II medical
U.S. Food and Drug Administration (FDA) regulatory
AI-generated analysis. Not financial advice.
LEXINGTON, Mass. and AMSTERDAM, Dec. 04, 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 the company received final meeting minutes from the U.S. Food and Drug Administration (FDA) regarding a pre-Biologics License Application (BLA) meeting held on October 29, 2025 to discuss the application for AMT-130, an investigational gene therapy for Huntington’s disease (HD).
In the final meeting minutes, and consistent with uniQure’s November 3, 2025 press release, the FDA conveyed that data submitted from the Phase I/II studies of AMT-130 are currently unlikely to provide the primary evidence to support a BLA submission. uniQure is carefully evaluating the feedback and plans to urgently request a follow-up meeting with the FDA to take place in the first quarter of 2026.
“We are committed to collaborating with the FDA to advance AMT-130 to patients and their families as rapidly as possible,” said Matt Kapusta, chief executive officer at uniQure. “The support we have seen these last weeks from the Huntington’s disease community, including patients, families, caregivers, clinicians and advocates reinforces the urgency of the unmet need in Huntington’s disease.”
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 request a follow-up meeting with the FDA to take place in the first quarter of 2026 and to collaborate with the FDA to advance AMT-130 to patients and families, and the timing and outcome of regulatory interactions with respect to the AMT-130 program. 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 the FDA ultimately concludes that such trials are not adequate and well-controlled to provide the primary evidence to support a BLA; 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 November 10, 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: | FOR MEDIA: |
| Chiara Russo Direct: 781-491-4371 Mobile: 617-306-9137 c.russo@uniQure.com | Tom Malone Direct: 339-970-7558 Mobile: 339-223-8541 t.malone@uniQure.com |
FAQ
What did uniQure (QURE) announce about AMT-130 on December 4, 2025?
How did the FDA characterize AMT-130 Phase I/II data in the Oct 29, 2025 meeting?
When will uniQure request the follow-up meeting with the FDA for AMT-130?
Does the December 4, 2025 update from uniQure confirm a BLA filing date for AMT-130?
What is uniQure’s stated next step after the FDA feedback on AMT-130?
How did uniQure describe community reaction to the AMT-130 regulatory update?
