Neurology & PsychiatryConcentrated betData as of 2026-09-04
Huntington's Disease is a two-horse race: uniQure (QURE, $3.1B) against Sarepta Therapeutics (SRPT, $2.4B).
A duopoly prices differently from an empty field. Each company is the other's comparable, so a readout from either side repositions both, and $2.4B of allocated capital sits on the pair.
QURE carries 56% of the $5.5B competing here, so the pair is far from evenly matched.
$2.4B of allocated capital sits in Huntington's Disease, ranking it 82nd of 299 indications by the money committed to it.
| Ticker | Company | Lead asset | Phase | Trials | Market cap | Pure play | Indications | Next catalyst |
|---|---|---|---|---|---|---|---|---|
| QURE | uniQure | intra-striatal rAAV5-miHTT | Phase 1 | 2 | $3.1B | No | 2 | 30 Sep 2026 |
| SRPT | Sarepta Therapeutics | SRP-1005 | Phase 1 | 1 | $2.4B | No | 3 | No dated event |
Sorted by phase, then by market capitalisation. Ticker links open the company profile. QURE holds 56% of the $5.5B competing in this indication.
Few competitors, each one large. The market pays a scarcity premium to compete here.
Neurology & Psychiatry holds $120B of the map's capital, 17.9% of the total, spread across 46 indications and 58 companies. 19 of those indications have more than one company competing.
See every Neurology & Psychiatry indication on the mapuniQure (QURE, intra-striatal rAAV5-miHTT, Phase 1); Sarepta Therapeutics (SRPT, SRP-1005, Phase 1). Those are the 2 US-listed developers in the $100M to $20B market cap band with a clinical-stage programme in Huntington's Disease.
Of the 2 clinical-stage programmes in Huntington's Disease, 0 are in Phase 3 or filed, 0 are in mid-stage development and 2 are in early-stage development.
QURE is the largest developer in Huntington's Disease, holding 56% of the $5.5B of market capitalisation competing in the indication. The median competitor is worth $2.8B.
The next dated catalyst in Huntington's Disease is QURE on 30 Sep 2026. 1 dated event across the field fall in the next 12 months.
Allocated capital divides each company’s market capitalisation evenly across the indications it is running clinical programmes in, so every dollar of the universe is counted exactly once. Total market capitalisation competing counts a company in each of its indications and therefore sums to more than the universe.
Third-party market size estimates are not used anywhere on this page. Approved incumbents are excluded from competitor counts, and companies above $20B are outside the universe by construction.
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