uniQure N.V. (QURE) Earnings
uniQure N.V. is expected to report next earnings on August 4, 2026 (in NaN days), with a consensus EPS estimate of $-0.88. QURE has beaten EPS estimates in 8 of its last 12 reported quarters (average surprise -25.2% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $-0.88 | $-0.85 | +3.4% | $4M | -31.6% |
| Jul 29, 2025 | $-0.89 | $-0.69 | +22.5% | $5M | +13.7% |
| May 9, 2025 | $-1.07 | $-0.82 | +23.4% | $2M | -73.4% |
| Feb 27, 2025 | $-0.60 | $-1.50 | -150.0% | $5M | -71.7% |
| Aug 1, 2024 | $-1.24 | $-1.16 | +6.5% | $11M | +63.9% |
| Feb 28, 2024 | $-1.54 | $-1.53 | +0.6% | $7M | +19.7% |
| Aug 1, 2023 | $2.97 | $-1.44 | -148.5% | $2M | -98.8% |
| Feb 27, 2023 | $-0.89 | $0.15 | +116.9% | $103M | +429.2% |
| Nov 2, 2022 | $-1.11 | $-1.02 | +8.1% | $1M | -58.4% |
| May 2, 2022 | $-0.67 | $-1.00 | -49.3% | $2M | -89.9% |
| Feb 25, 2022 | $-0.81 | $0.17 | +121.0% | $58M | +436.8% |
| Mar 1, 2021 | $-0.78 | $-0.01 | +98.7% | $34M | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Matt Kapisa mentioned Unicure remained focused on advancing AMT - 130 to patients, had a Type A meeting with FDA in January, was granted Type B meeting later in the quarter, progressing toward UK regulatory submission. AMT260 phase 1, 2A study enrollment on track, expected to report first cohort data in second quarter. AMT191 program showed sustained alpha - gal A activity increase, stable lyso - GB3 levels, 11 patients discontinued ERT. AMT162 development discontinued. Key milestones include Type B FDA meeting, AMT260 clinical update, four - year AMT 130 data analysis, UK MAA submission. Waleed Abisab discussed AMT130 engagement with FDA, UK regulatory efforts, AMT260 data collection, AMT191 safety and efficacy, AMT162 discontinuation. Kylie O'Keefe talked about HD community commitment, AMT130 market preparation in UK and other geographies, AMT260 potential in MTLE, AMT191 potential in Fabry disease.
Guidance
Key milestones include Type B FDA meeting later in second quarter, clinical update from AMT260 in second quarter, four - year AMT 130 data analysis in third quarter, planned MAA submission for AMT 130 in UK in third quarter. Believes these milestones represent opportunities to advance programs. Expect cash, cash equivalents, and investment securities to be sufficient to fund operations into second half of 2029.
Segment performance
Revenue for the three months ended March 31st, 2026 was $3.6 million compared to $1.6 million in the same period, 2025. Research and development expenses were $29.2 million for the three months ended March 31st, 2026, compared to $36.1 million in the same period in 2025. Selling general administrative expenses were $20.1 million for the three months ended March 31, 2026, compared to $10.9 million during the same period, 2025.
Risks & headwinds
Actual results could differ materially from forward - looking statements due to factors described in Unicure's most recent SEC filing. Risks related to regulatory processes, clinical trial outcomes, market access, etc.
Analyst Q&A
Q: About AMT260 upcoming data set in June and AMT130 competitor PTC data.
A: On AMT260, expect signal on seizure frequency reduction. On AMT130, withhold interpretation on competitor data.
Q: UK market dynamics and number of HD patients in UK treated at centers of excellence.
A: Vast majority of 7 - 8,000 patients treated at specialized centers. Work with NICE and access bodies for managed access.
Q: UK and broader EMA review processes alignment and feedback from FDA in Type B meeting.
A: Aim for named patient and early access programs outside US. Hope to gain clarity on AMT - 130 study design and statistical analysis plan in FDA meeting.
Q: Base case assumption for AMT - 130 phase three study design and four - year data.
A: Design depends on FDA discussion. Four - year data will have one more year of follow - up.
Q: Potential of alternative regulatory path for AMT130 and cash runway guidance.
A: No specific discussion on filing without new study at current meeting. Cash runway guidance based on certain business plan assumptions.
Q: Gating criteria for AMT191 dosing and follow - up for AMT191 patients.
A: Per protocol stop dosing on DLT, closely follow patients, will submit data to FDA for resuming dosing.
Q: Eligibility and approval timing for AMT130.
A: Premature to give specific eligible percentage. MHRA approval timing variable based on answer to questions.
Q: Capacity in UK for AMT130 and countries recognizing MHRA approval.
A: Number of centers with capabilities. MHRA approval unlocks named patient and early access in several countries.
Q: Base case scenario for AMT - 130 filing and FDA pushback on natural history control.
A: Base case may be running new pivotal trial. FDA pushback related to study design guidance, but Unicure believes in leveraging natural history data in HD.