Here's why biotech UniQure's stock just tripled, and brought ClearPoint shares up with it

By James Rogers

UniQure's experimental gene therapy offers hope for Huntington's disease, using a medical device by ClearPoint Neuro

An experimental gene therapy by UniQure has shown to slow the progress of Huntington's disease in some cases.

Shares of UniQure N.V. rose 248% on Wednesday, lifted by a successful trial of the biotech's gene therapy for Huntington's disease, which has also boosted shares of partner ClearPoint Neuro Inc.

UniQure (QURE) said earlier Wednesday that its AMT-130 experimental gene therapy slowed the progress of Huntington's disease by 75% after three years.

The trial results are being touted as a significant development in the battle against the disease, a devastating inherited condition that causes nerve cells in the brain to decay. The news also lifted shares of ClearPoint Neuro (CLPT), which ended 59% higher.

ClearPoint Neuro provides navigation for gene therapies to the brain and spine using a medical device it calls SmartFlow Cannula, which UniQure uses.

B. Riley Securities analyst Anderson Schock wrote in a note that with UniQure anticipating a U.S. launch for its AMT-130 gene therapy in 2026, the SmartFlow Cannula will be required for all infusions, generating significant revenue for ClearPoint Neuro. That will be about $13,500 per infusion, he said.

UniQure is expected to target around 6,000 initially treatable patients in the U.S., he said. Even if just 25% of that initial target population is treated, ClearPoint would receive around $20.3 million of revenue, Schock said.

However, there is scope for treating many more patients, he said. It is estimated that there are around 40,000 symptomatic Huntington's disease patients in the U.S., half of whom are not diagnosed, Schock said. If approved, B. Riley Securities expects that UniQure's AMT-130 will drive an increase in diagnoses, potentially doubling the diagnosed population.

Shares of Solana Beach, Calif.-based ClearPoint Neuro are up 23.3% in 2025, while UniQure's stock is up 171.3%. That compares with an advance of about 13% for the S&P 500 index SPX.

-James Rogers

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09-24-25 1637ET