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TLDR: uniQure (NASDAQ: QURE) is worth at least $30/share, not $18/share (4/20/2022).
Proprietary valuation model with revenue build: Click here to open google sheet
Phase III results for Hemophilia B gene therapy: Click here to open company filing
Share price expectations:
uniQure is undervalued and deeply so. The company is a pioneer in the gene therapy space and is on-track to provide a life-saver to patients affected by moderate to severe hemophilia B. For many that are unaware, these patients receive treatment 2-3 times weekly and represent 50-60% of people affected by hemophilia B. This is exorbitantly expensive over a patients lifetime (think +$20M).
The win for patients? - Less doctor visits, healthier lives, and lower cost burden over their lifetime
uniQure's new gene therapy provided a one-time treatment to patients, 96% of whom showed improved conditions even 18-months after treatment. This means lower frequency of visits, healthier lives, and lower medical burden. This represents a win even for the insurers and government. Read more about the phase III clinical trials here
Potential stock catalysts:
What are your thoughts? Is anyone invested? Sure, the FED is posturing aggressively against inflation and Russia is still fighting an unwinnable war, but value is value.