Lake Street says AMT-130 could be ‘significantly impactful’ for ClearPoint

After uniQure (QURE) provided a regulatory update on AMT-130, its investigational gene therapy for the treatment of Huntington’s disease, and said the company has reached alignment with the FDA to support the accelerated approval pathway, Lake Street said that AMT-130 is likely to be ClearPoint Neuro’s (CLPT) first “meaningful partner asset,” assuming a successful clinical trial and approval process. When administering AMT-130, ClearPoint sells about $20,000 worth of disposables per infusion, says the analyst, who thinks the aligned FDA process “provides incremental confidence supporting AMT-130 approval around the end of 2026, which would “both be significantly impactful to ClearPoint’s financial profile and provide further strategy verification.” The firm reiterates a Buy rating and $30 price target on ClearPoint shares.