HIGHBuilt-inPipeline
AMT-130
“10-K Item 1A: 'We are dependent on the success of our lead clinical product candidate, AMT-130, for the treatment of Huntington's disease.'”
QURE · Concentration risk · 10-K extracted
uniQure (QURE) concentration risks
Updated
The most significant concentration uniQure discloses is AMT-130, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: uniQure’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06uniQure's concentration risk is definitional for a clinical-stage gene therapy company: the business is dependent on the success of its lead clinical product candidate, AMT-130, for the treatment of Huntington's disease. This is a structural exposure rather than a counterparty dependency — it reflects the company's single-asset-focused business model at this stage rather than reliance on any specific customer, supplier, or geography, none of which are disclosed as concentration risks in the filing. Because AMT-130 is explicitly called out as the company's key value driver, the investment case is effectively a bet on this one program's clinical and regulatory progress, with no other disclosed revenue or product line to diversify that outcome. For an investor, this means clinical readouts, regulatory interactions, and manufacturing progress specific to AMT-130 are the dominant — arguably the only — disclosed levers that could move the verdict on the stock, since there is nothing else in the concentration profile to offset a negative development on this single program.
For the engine’s reasoning on QURE’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| QURE● | uniQure N.V. | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.