Analysts Offer Insights on Healthcare Companies: Nuvalent (NASDAQ: NUVL), uniQure (NASDAQ: QURE) and UnitedHealth (NYSE: UNH)We note that details of FDA alignment on BLA filing, now backed by meeting minutes, are consistent with prior guidance and represent best-case regulatory path. We also expect 3- yr data in 3Q25 to show benefit in cUHDRS consistent with 2-yr data. QURE announced, following recent Type B meetings and further guidance from FDA, it has reached alignment with FDA on key components of the statistical analysis plan (SAP) and CMC that will support a BLA filing. On program timeline, QURE plans to submit an updated SAP to FDA in 2Q25, initiate a Process Performance Qualification (PPQ) run and report top-line Ph1/2 data per the SAP in 3Q25, hold a pre-BLA meeting w/ FDA in 4Q25, and submit a BLA w/ a request for priority review designation in 1Q26. SAP updates.