QURE
uniQure N.V.
stock NASDAQ

I see you have QURE. Any reason why you don't have CLPT?

How do you feel about QURE in light of the FDA’s change of course with its reasoning for ATRA’s 2nd CRL, that the single arm design is now inadequate.

Personally I have significant long positions in TARS, NBIX and ABBV (although note I’ve been in these over a year and am not adding at these levels). I also hold SRPT and QURE. SRPT I also bought near book value when it was in the 13s QURE is a good example of biotech. Everything looked good and they were aligned with FDA on the trial design. Then last minute FDA reversed course and it’s now down 50% from my cost basis. But I sized accordingly given the historical control uncertainty so the damage isn’t too bad…

I see you have QURE. Any reason why you don't have CLPT?

How do you feel about QURE in light of the FDA’s change of course with its reasoning for ATRA’s 2nd CRL, that the single arm design is now inadequate.

Personally I have significant long positions in TARS, NBIX and ABBV (although note I’ve been in these over a year and am not adding at these levels). I also hold SRPT and QURE. SRPT I also bought near book value when it was in the 13s QURE is a good example of biotech. Everything looked good and they were aligned with FDA on the trial design. Then last minute FDA reversed course and it’s now down 50% from my cost basis. But I sized accordingly given the historical control uncertainty so the damage isn’t too bad…