NASDAQ$QURE

uniQure NV · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

uniQure announced its Q3 2023 financial results, highlighting FDA clearance of IND application for AMT-260, progress in clinical trials for AMT-130, and a strategic reorganization for cost savings.

uniQure reported Q3 2023 revenues of $1.4 million, consistent with the previous year. The company experienced a net loss of $89.6 million, compared to a $47.9 million loss in the same period of 2022. They announced FDA clearance for AMT-260 and are on track to provide a clinical update on AMT-130. A strategic reorganization is expected to save $180 million over three years, with a strong cash position of approximately $660 million.

  • Received FDA clearance for Investigational New Drug application for AMT-260 in refractory mesial temporal lobe epilepsy.
  • On track to provide a clinical update from U.S. and European Phase I/II trials of AMT-130 in Huntington’s disease later in the fourth quarter of 2023.
  • uniQure and CSL won the 2023 Prix Galien USA award for HEMGENIX®.
  • Announced a strategic reorganization expected to deliver $180 million of cost savings over the next three years.

Headline financials

Total Revenue

$1.41M

Previous: $1.45M-2.9%
EPS (adj)

-$1.88

Previous: -$1.02-84.3%
Capital Expenditures

-$5.12M

Previous: -$12.6M+59.5%
Free Cash Flow

-$240M

Previous: -$146M-64.4%
Net Income

-$235M

Previous: -$134M-76.1%
Operating Income

-$81.9M

Previous: -$59.5M-37.6%
Gross Profit

$1.42M

Previous: -$21.7M+106.6%
Cash & Equivalents

$229M

Previous: $440M-47.9%
Total Assets

$872M

Previous: $638M+36.6%
R&D Expense

$51.2M

No prior period
Stock-Based Comp

$11.1M

Previous: $7.61M+45.9%

Revenue & EPS history

uniQure · Revenue · Quarterly

$1.41M

Q3 2023-2.9%vs Q3 2022
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

uniQure expects continued progress on HEMGENIX® commercialization, plans to announce follow-up data from AMT-130 trials, aims to submit an IND for AMT-191, and anticipates initiating patient screening for AMT-162 and AMT-260.

Tailwinds

  • Continued progress on the commercialization of HEMGENIX®
  • Plans to announce follow up data from the U.S. and European Phase I/II clinical study of AMT-130 in 2023
  • Expectation to submit an investigational new drug application for AMT-191 in Fabry disease in 2023 and begin patient dosing in 2024
  • Expectation to initiate patient screening in AMT-162 and AMT-260 in the fourth quarter of 2023
  • Begin patient dosing in each in the first quarter of 2024

Headwinds

  • Risks associated with the regulatory approval and commercial launch of HEMGENIX®
  • Material changes to our interim or preliminary data
  • Impact of financial and geopolitical events on our Company and the wider economy and health care system
  • Company’s ability to raise additional capital to support late stage development of the Company’s clinical program(s) if supported by future data
  • Risks, uncertainties and other factors described under the heading "Risk Factors" in the Company’s periodic securities filings

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+1.0%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+2.6%

Avg return

30 days after

59%

27 / 46 earnings

Positive

+47.1%

Q2 2015

Best reaction

-32.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%+34.0%+35.5%
Q4 2025-32.7%-8.7%+8.1%
Q3 2025-6.0%+7.5%-27.5%
Q1 2025+3.3%+17.0%+15.8%
Q4 2024+3.4%-2.9%+6.9%
Q3 2024+28.8%+40.1%+18.5%
Q2 2024-4.6%-1.3%-23.6%
Q1 2024+3.6%+4.2%+12.5%
Q4 2023-14.8%-23.6%-23.0%
Q3 2023+6.5%-0.8%+19.5%
Q2 2023-3.0%-9.2%-16.0%
Q1 2023+2.7%+1.2%-3.8%
Q4 2022+5.0%+6.2%+1.3%
Q3 2022+4.4%+0.1%+38.2%
Q2 2022-25.5%-20.2%-18.4%
Q1 2022+6.6%-2.0%-5.2%
Q4 2021+5.9%+13.0%+4.5%
Q3 2021-0.3%+7.1%+2.2%
Q2 2021+8.5%+11.5%+10.7%
Q1 2021+0.7%-0.3%+12.3%
Q4 2020-2.0%-11.5%-8.2%
Q3 2020-10.6%-7.0%+7.0%
Q2 2020+10.7%+12.0%+3.7%
Q1 2020+1.0%-3.2%+6.6%
Q4 2019+1.5%+1.4%-11.3%
Q3 2019-0.8%+3.9%+13.4%
Q2 2019-8.5%-9.1%-17.1%
Q1 2019-2.0%+2.4%+5.4%
Q4 2018+7.7%+11.8%+12.1%
Q3 2018+9.0%+0.5%+20.1%
Q2 2018+6.6%+9.3%+21.9%
Q1 2018-0.3%-3.2%+15.7%
Q4 2017-13.5%-17.2%+16.9%
Q3 2017-2.6%+4.4%+4.4%
Q2 2017+7.2%+5.1%+4.8%
Q1 2017+2.3%+3.3%+6.6%
Q4 2016+1.0%-3.1%-10.5%
Q3 2016-6.2%-3.9%-20.6%
Q1 2016+11.8%+16.8%-38.5%
Q3 2015-12.0%
Q1 2015-2.3%
Q2 2015+47.1%
Q4 2014-7.5%
Q2 2014+10.9%
Q4 2013+3.0%
Q1 2014+0.4%
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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