We came across a bearish thesis on uniQure N.V. on augur’s substack. In this article, we will summarize the bulls’ thesis on QURE. uniQure N.V.'s share was trading at $27.51 as of November 28th. QURE’s forward P/E was 27.93 according to Yahoo Finance. Why Core Scientific Inc. (CORZ) Performed Worst On Tuesday? goodluz/Shutterstock.com uniQure N.V. develops treatments for patients suffering from rare and other devastating diseases in the United States. QURE’s AMT-130 gene therapy faces significant scient ...

Core Insights - Teva Pharmaceuticals presented new data from the ongoing IMPACT-TD Registry, showing that treatment with AUSTEDO and AUSTEDO XR significantly reduces the severity of involuntary movements in patients with tardive dyskinesia (TD) and improves their quality of life [1][2][6] Company Overview - Teva Pharmaceutical Industries Ltd. is a leading biopharmaceutical company with a focus on innovative medicines and a strong generics business, dedicated to improving patient health for over 120 years [21] Study Findings - The interim analysis of the IMPACT-TD Registry evaluated 27 adults with TD, revealing that 77% of participants reported improvements in their lives while on AUSTEDO or AUSTEDO XR [6][7] - Patient-reported improvements included 77% in speech/communication, 75% in eating, 65% in psychosocial impact, 59% in activities of daily living, and 50% in sleep/pain after three months of treatment [7] - The total motor score on the Abnormal Involuntary Movement Scale (AIMS) showed a mean decrease of -2.9, indicating a notable reduction in uncontrolled movements [7] Treatment Information - AUSTEDO and AUSTEDO XR are the first vesicular monoamine transporter 2 (VMAT2) inhibitors approved by the U.S. FDA for treating tardive dyskinesia and chorea associated with Huntington's disease [5][8] - The study included patients with common comorbid psychiatric disorders, such as bipolar disorder (41%), anxiety disorder (37%), depression (26%), and schizophrenia (19%), reflecting a diverse patient population [2]

Michelle Ross is the CIO of Stempoint Capital where she runs a biotech fund and she joins us once again now. It's good to see you. Very good to see you too.A reason to have a smile. Yeah. In in this space is what do you think of what Krinsky says.Is it meaningful. It's uh it's very unique set of circumstances that that have led us to this point. And I think what we saw even last week was pretty dynamic in the sense of how much some of these names traded up on the back of an announcement by the administratio ...

Core Insights - Teva Pharmaceuticals presented data showing that patients using AUSTEDO XR reported improved social and emotional well-being due to reduced movement symptoms associated with tardive dyskinesia (TD) [1][3][9] - The survey highlighted high patient satisfaction with AUSTEDO XR, with over 96% of participants finding it easy to take and 96% expressing interest in continuing treatment [3][9][10] Group 1: Patient Experience and Survey Results - The noninterventional survey included 209 participants with TD, revealing that over 94% reported improvement in movement symptoms after treatment with AUSTEDO XR [2][9] - More than 77% of patients agreed that the reduction in movements led to greater comfort in social settings and improved emotional well-being [10] - The survey indicated that 91% of patients with prior valbenazine use and 89% of de novo patients reported overall satisfaction with AUSTEDO XR [10] Group 2: Product Information - AUSTEDO XR is the first vesicular monoamine transporter 2 (VMAT2) inhibitor approved by the U.S. FDA for treating TD and chorea associated with Huntington's disease [6][7] - AUSTEDO XR is a once-daily formulation, enhancing patient compliance and convenience [6] Group 3: Company Commitment - Teva emphasizes its responsibility to understand the lived experiences of patients with TD and aims to innovate treatments that restore freedom and quality of life [2][23]

Company Overview - Neurocrine Biosciences, Inc. is a neuroscience-focused biopharmaceutical company dedicated to developing treatments for neurological, neuroendocrine, and neuropsychiatric disorders [21] - The company has a diverse portfolio that includes FDA-approved treatments for tardive dyskinesia (TD) and other conditions, along with a robust pipeline of compounds in clinical development [21] Campaign Launch - The company launched the "ConnectING with Carnie™" multimedia awareness campaign in partnership with Carnie Wilson to raise awareness about tardive dyskinesia [1][5] - The campaign aims to combat stigma, promote diagnosis, and empower patients to seek treatment options, including INGREZZA® (valbenazine) capsules [5] Tardive Dyskinesia (TD) Awareness - Tardive dyskinesia is characterized by uncontrolled, abnormal movements and is associated with the use of certain antipsychotic medications [6][7] - It is estimated that at least 800,000 adults in the U.S. are affected by TD [7] INGREZZA® (valbenazine) Capsules - INGREZZA is an FDA-approved treatment for adults with tardive dyskinesia and is a selective vesicular monoamine transporter 2 (VMAT2) inhibitor [8][9] - The medication is available in 40 mg, 60 mg, and 80 mg capsules and can be taken once daily without the need for titration [10] Campaign Goals - The ultimate goal of the "ConnectING with Carnie" campaign is to encourage individuals living with TD to seek the help they deserve and to reduce stigma surrounding the condition [2][4] - The campaign will feature personal stories and resources for those affected by TD, aiming to foster open discussions about symptoms and treatment options [3][4]