Voyager Therapeutics Inc Stock Price, News & Analysis

Voyager Therapeutics (Nasdaq: VYGR) and Transition Bio announced a drug discovery collaboration and license option agreement on November 10, 2025 to discover selective small molecules targeting TDP-43 for ALS and frontotemporal dementia (FTD).

Under the deal, Transition Bio will discover and optimize small molecules through nomination of a development candidate, at which point Voyager has an option to license worldwide rights. Transition Bio received a single-digit million-dollar upfront payment and may earn research, development, commercial and net-sales milestone payments totaling up to $500 million, plus royalties in the high single-digit to low double-digit range. TDP-43 pathology is cited as present in over 90% of ALS cases and up to 45% of FTD cases.

Voyager Therapeutics (Nasdaq: VYGR) reported third quarter 2025 results and program updates on Nov 10, 2025, highlighting tau-focused clinical progress, a new NeuroShuttle discovery program, and a small-molecule collaboration for TDP-43 disorders.

Key facts: cash $229M (9/30/25) with runway into 2028; collaboration revenue $13.4M vs $24.6M year‑ago; R&D $35.9M; net loss $27.9M. VY7523 MAD dosing ongoing; VY1706 IND‑enabling work with clinical start anticipated in 2026. Neurocrine partnership triggered a $3M milestone payable to Voyager in Q4 2025. Transition Bio collaboration gives Voyager an option to license candidates with up to $500M in potential milestones.

Voyager Therapeutics (NASDAQ:VYGR), a biotechnology company focused on neurological diseases, has announced its participation in six major investor conferences in September 2025. The company will present at the Citi Biopharma, Wells Fargo Healthcare, Cantor Global Healthcare, Morgan Stanley Global Healthcare, Baird Global Healthcare, and H.C. Wainwright Global Investment conferences.

During these presentations, Voyager plans to discuss its non-viral delivery platform and novel receptor-binding molecules for transporting neurotherapeutics across the blood-brain barrier. Webcasts for the Citi and Baird presentations will be available on the company's investor relations website for at least 30 days.

Voyager Therapeutics (Nasdaq: VYGR) reported Q2 2025 financial results and operational updates, highlighting significant progress in its neurotherapeutics pipeline. The company has extended its cash runway into 2028, with a current cash position of $262 million. Q2 2025 showed revenue of $5.2M and a net loss of $33.4M.

Key developments include the addition of a new APOE program to their Alzheimer's disease franchise, bringing their AD portfolio to four assets. The company maintains 11 partnered programs with potential milestone payments of $2.6B. Multiple clinical milestones are expected in 2026, including data readouts for VY7523 and the initiation of clinical trials for VY1706 and Neurocrine-partnered programs.

[ "Cash runway extended into 2028, providing stability through multiple clinical milestones", "Strong cash position of $262 million as of June 30, 2025", "Potential for $2.6B in development milestone payments from partnered programs", "Pipeline expansion with fourth Alzheimer's disease asset (APOE program)", "Multiple clinical programs advancing toward 2026 milestones" ]

Voyager Therapeutics (Nasdaq: VYGR) has expanded its Alzheimer's disease (AD) portfolio by introducing a new APOE-targeting gene therapy program. The program utilizes their proprietary TRACER capsid technology to deliver a bifunctional payload that reduces APOE4 expression (a high-risk variant) while delivering protective APOE2 variant.

This addition brings Voyager's AD franchise to four wholly-owned assets: VY7523 (anti-tau antibody in clinical trials), VY1706 (tau silencing gene therapy), a vectorized anti-Aβ antibody gene therapy, and the new APOE program. Preclinical studies showed significant APOE4 reduction in key brain regions with a single IV injection, while maintaining overall APOE levels through APOE2 expression.

Voyager Therapeutics (VYGR), a biotech company focused on genetic treatments for neurological diseases, announced its participation in the H.C. Wainwright 6th Annual Neuro Perspectives Hybrid Conference. CEO Alfred W. Sandrock, Jr., M.D., Ph.D., along with other management team members, will be featured in a pre-recorded fireside chat. The presentation will be available as an on-demand webcast starting June 17, 2025, at 7:00 a.m. ET through the Investors section of Voyager's website. The webcast recording will remain accessible for a minimum of 30 days after the event.

Voyager Therapeutics (VYGR) has published groundbreaking research in Molecular Therapy demonstrating how alkaline phosphatase (ALPL) can transport novel AAV capsids across the blood-brain barrier (BBB). The company's novel capsid VCAP-102 showed 20- to 400-fold increased gene transfer across multiple brain regions compared to AAV9 in both rodents and non-human primates. In studies with next-generation CNS capsids, a single intravenous dose achieved remarkable neuron transduction rates: up to 98% of dopaminergic neurons in substantia nigra, 94% of motor neurons in the spinal cord, and 87-99% of astrocytes across brain regions. The company is advancing two gene therapy programs towards IND filings this year with a partner, while also developing stealth capsids with immune-evading capabilities and exploring non-viral CNS delivery approaches.

Voyager Therapeutics (VYGR) reported Q1 2025 financial results with a net loss of $31.0 million, compared to $11.3 million in Q1 2024. The company maintains a strong cash position of $295 million, providing runway into mid-2027. Key highlights include progress on their tau-targeting programs: VY1706 showed up to 73% knockdown of tau mRNA in CNS following a single IV dose, while VY7523's multiple ascending dose trial for Alzheimer's continues. Through their Neurocrine partnership, IND submissions are expected in 2025 for Friedreich's ataxia and GBA1 gene therapy programs, with potential milestone payments of $35 million in 2025-2026. Q1 collaboration revenue was $6.5 million, down from $19.5 million year-over-year. R&D expenses increased to $31.5 million from $27.1 million, while G&A expenses rose to $9.6 million from $8.6 million in the same period last year.

Voyager Therapeutics announced eight presentations at the upcoming American Society of Gene & Cell Therapy's (ASGCT) annual meeting in New Orleans, May 13-17, 2025. The company will showcase significant advances in gene therapy for neurological diseases.

Key highlights:

• VY1706, their tau silencing gene therapy, achieved up to 73% knockdown of tau mRNA in non-human primates after a single IV dose
• Their TRACER capsids demonstrated impressive results, with 43-98% neuron transduction and 87-99% astrocyte transduction across brain regions
• Presentations will cover anti-amyloid gene therapy and immune evasion developments

The company expects to file two Investigational New Drug (IND) applications this year and another next year. The presentations span multiple areas, including:

• Anti-tau and anti-amyloid therapies for Alzheimer's disease
• Reducing immunogenicity of capsids
• Enhancing manufacturing processes