VYGR - Voyager Therapeutics: A Tortoise With A Shot At Making Gene Therapy Deliver Easier

2024-03-08 15:25:00 ET

Summary

• Voyager Therapeutics, a drug delivery specialist focused on AAV vectors for gene therapies, has faced many challenges, including partners walking away from deals, disappointing data, and management changes.
• The company has recently gained momentum through new partnerships and drug programs, attracting more than $8 billion in potential development and commercial milestone payments from three major pharma partners.
• Voyager's unique TRACER Capsid discovery platform and focus on gene therapy delivery make it an intriguing investment opportunity in the biotech industry.
• Investors will need to be patient with this company as it targets hard-to-treat CNS disease such as Alzheimer's and Parkinson's, but it's at the forefront of a promising field and I believe its best days are ahead of it.

Voyager - IPO To Present Day: Initial Disappointment, Renewed Promise

Voyager Therapeutics, Inc. ( VYGR ) completed its IPO in 2015, raising ~$81m via the issuance of 5.75m shares priced at $14 per share.

The company's focus is on the delivery of adeno-associated virus ("AAV") gene therapies, and it has been able to attract some notable "big pharma" partners seeking to collaborate on the development of new drugs targeting the central nervous system ("CNS") indications....

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