UniQure's Huntington's Gene Therapy Shows Promising Results, Setting Stage for FDA Submission

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UniQure's Huntington's Gene Therapy Shows Promising Results, Setting Stage for FDA Submission

UniQure has announced groundbreaking results from its phase 1/2 trial of AMT-130, a gene therapy for Huntington's disease, potentially paving the way for the first genetic treatment for this devastating neurodegenerative disorder. The therapy demonstrated a significant 75% slowing of disease progression after three years, exceeding expectations and positioning the company for a biologics license application (BLA) submission to the FDA in early 2026.

Clinical Trial Success and Disease-Modifying Potential

The pivotal phase 1/2 trial evaluated 29 patients, with data from 12 high-dose recipients showing remarkable efficacy at the 36-month mark. Patients receiving high-dose AMT-130 experienced a mean change from baseline in the composite Unified Huntington's Disease Rating Scale (cUHDRS) of -0.38, compared to -1.52 in the control group. This 75% reduction in disease progression surpassed analysts' expectations and previous interim results.

Additionally, the therapy demonstrated a 60% slowing of disease progression as measured by Total Functional Capacity (TFC), a key secondary endpoint. Sarah Tabrizi, director of the University College London Huntington's Disease Center, emphasized the significance of these results, stating, "That means for one year of disease progression, they will have four years longer in terms of disease-free lives."

Regulatory Path and Market Potential

UniQure plans to meet with the FDA by the end of the year to discuss the data before filing a BLA in the first quarter of 2026. The company aims for a potential U.S. launch in late 2026, pending approval. The FDA has granted AMT-130 two designations that could expedite its review process.

The success of AMT-130 represents a potential breakthrough in a field that has seen numerous setbacks. Recent years have witnessed companies like Roche, Wave Life Sciences, and Sage Therapeutics shelving their Huntington's disease assets. UniQure's positive results have sparked renewed optimism, with the company's stock price more than tripling following the announcement.

Technical Insights and Safety Profile

AMT-130 is designed to silence a gene that produces a mutant form of the huntingtin protein, which is responsible for damaging nerve cells. The therapy's effects were not only observed in clinical measures but also in biomarkers. Levels of neurofilament light (NfL), a key marker of neurodegeneration, were "well below baseline" in treated patients.

The treatment was reported to be "well-tolerated" with a "manageable safety profile," addressing previous concerns about potential adverse events. This safety data is particularly crucial given the therapy's one-time administration approach and the FDA's recent scrutiny of gene therapies.

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