智通财经网·2025-05-27 08:56Company Insights - UBS has a positive outlook on uniQure (QURE.US) and PTC Therapeutics (PTCT.US), giving both companies a buy rating based on optimistic feedback from a neurologist regarding their treatments for Huntington's disease (HD) [1] - The neurologist treats approximately 100 HD patients, with 85% showing symptoms, and believes that if AMT-130 is available soon, about 25% of patients would be prescribed this gene therapy, while 40% would be suitable for PTC-518 [1][2] - The report highlights the importance of upcoming data updates from PTC in Q2 and uniQure in Q3, which are expected to demonstrate sustained efficacy [2] Industry Opportunities and Challenges - The Huntington's disease field presents significant opportunities for both PTC and uniQure due to high patient awareness and strong treatment willingness [2] - There remains a substantial unmet medical need in the HD treatment landscape, with disease-modifying therapies offering important opportunities, although the data released on May 5 is still early and complex [2] - Regulatory developments for uniQure later this quarter are seen as key catalysts that could enhance investor confidence, while the long-term follow-up data from uniQure has shown some supportive evidence despite historical challenges in HD research [2]