VOYAGER THERAP. DL -,001

At the Wells Fargo Health Conference, Voyager Therapeutics presented a packed timetable with near‑term clinical and partnership milestones. Key are VY‑7523 Tau‑PET data in Q4 2024, which are tied to the performance of bepranemab as a go/no‑go criterion, and the gene therapy VY1706, which is slated to begin patient recruitment in 2024 (acute safety data Q1 2025, CSF‑tau data H2 2025). The NeuroShuttle platform will deliver December data on a new receptor (ALPL) and is intended to improve brain distribution of various drug classes. Voyager emphasizes partnerships (including Neurocrine, Novartis, Alexion) and views 2024/2025 as a critical proving ground for its platforms. » More on de.investing.com

At the Alzheimer’s Association International Conference, Voyager presented six-month toxicity data for VY1706: a single intravenous dose reduced tau protein in relevant brain regions of nonhuman primates by up to 75% and was well tolerated at the highest tested dose with no adverse findings in the CNS, spinal ganglia, or peripheral organs. The FDA granted an IND for VY1706 in June; the company plans to begin dosing adults with early-stage Alzheimer’s in the second half of the year. Analyses view Voyager as undervalued at $3.44 per share and a $208 million market capitalization, but note high cash burn despite a strong Current Ratio. » More on de.investing.com

Voyager Therapeutics obtained IND clearance from the FDA for VY1706, a siRNA-based tau-targeting gene therapy, allowing the company to start clinical trials in individuals with early Alzheimer’s. Dosages are expected to begin in the latter half of 2026. Voyager says VY1706 uses a TRACER AAV capsid with ALPL to deliver siRNA against MAPT mRNA and aims to durably reduce extracellular and intracellular tau after a single IV administration. » More on finance.yahoo.com