Over the weekend, the scientific and investing communities had a first look at 1-year follow-up results for AMT-110, uniQure’s (QURE) gene therapy candidate for the treatment of Sanfilippo B. Details are limited as uniQure negotiates the acquisition of this data from partner Institut Pasteur, but so far Mehta Biotech Capital is encouraged by the results. A conference call Monday morning helped fill in some gaps, and our view is that uniQure has an intriguing drug candidate on its hands, certainly worth moving forward into larger studies. Mehta Biotech Capital moved into this equity at a price just around $26 last week and sold before the catalyst at around $34, for a healthy gain among our subscriber base. We will continue track this company for entry opportunities as more clinical trial catalysts are defined and approach realization.
