Analysts Offer Insights on Healthcare Companies: Marinus (MRNS), uniQure (QURE) and eFFECTOR Therapeutics (EFTR)

Stifel lowered the firm's price target on uniQure to $40 from $50 and keeps a Buy rating on the shares. The firm "refreshed diligence" on many companies within its biotechnology coverage universe and made a number of model, estimate and price target changes in a 2026 look ahead note for the group.

Mizuho analyst Uy Ear lowered the firm's price target on uniQure to $33 from $60 and keeps an Outperform rating on the shares after lowering the firm's view of the probability of success and pushing out its expected launch year for AMT-130 by one year following the company announcing that the FDA conveyed that data submitted from the Phase I/II studies of AMT-130 for Huntington's disease are currently unlikely to provide the primary evidence to support a Biologics License Application.

Leerink lowered the firm's price target on uniQure to $60 from $68 and keeps an Outperform rating on the shares following quarterly results and earnings call, which was "unsurprisingly" focused on the regulatory path for AMT-130 in Huntington's disease. Leerink acknowledges the "surprise" last week when uniQure sounded the alarm and disclosed that the FDA no longer agreed that the data from the Phase 1/2 studies and prespecified analyses vs. an external control may be adequate to provide primary evidence in support of a BLA submission. On the call today, uniQure emphasized that this FDA reversal does not change their data for AMT-130 in HD that support real and serious disease modification. While this news has made timing of a BLA submission uncertain, the company plans to urgently engage with the FDA to discuss next steps, beginning with the formal meeting minutes.