VYGR
Voyager Therapeutics, Inc.4.4200
+0.0600+1.38%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
245.75MP/E (TTM)
-Basic EPS (TTM)
-2.17Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
Voyager's Alzheimer's pipeline advances
Voyager Therapeutics unveiled its strategy at Citi's 2025 Biopharma Conference, spotlighting four wholly-owned Alzheimer's programs targeting amyloid, tau, and APOE with I.V. AAV and shuttles for CNS delivery. The company anticipates four programs entering clinic in 2026, including VY7523 data in AD patients by H2 2026, backed by $500M+ in non-dilutive funding from partners like Novartis and Neurocrine. Cash extends into 2028, excluding $7.4B potential milestones. First-gen TfR shuttles boost amyloid clearance to 91% efficacy, yet risks from regulatory hurdles loom.
8-K
Voyager extends cash to 2028
Voyager Therapeutics reported Q2 2025 results, posting $5.2 million in collaboration revenue, down from $29.6 million last year due to lower Neurocrine recognition, alongside a $33.4 million net loss and $262 million cash pile. Restructuring slashed costs, stretching runway into 2028 to fund key Alzheimer's advances like VY7523 dosing and new APOE program addition. Pipeline gains momentum with 11 partnered efforts eyeing $2.6 billion milestones. Yet risks lurk in clinical timelines.
10-Q
Q2 FY2025 results
Voyager Therapeutics posted collaboration revenue of $5.2 million for Q2 FY2025 ended June 30, 2025, down sharply from $29.6 million a year earlier due to lumpy Neurocrine upfront recognition, while YTD revenue fell to $11.7 million from $49.1 million. Operating expenses trimmed to $41.8 million from $44.6 million, thanks to restructuring that cut headcount and facilities costs, yet the operating loss widened to $36.6 million from $15.0 million as R&D on tau programs like VY7523 pressed on. Net loss hit $33.4 million or $(0.57) per diluted share on 58.7 million shares, versus $10.1 million or $(0.18) last year; the gap stems from lower revenue and higher stock-based comp of $4.1 million. Cash and equivalents stood at $43.9 million with $218.1 million in total marketable securities, yielding free cash flow of $(72.9 million) derived from $(71.2 million) operating cash minus $1.8 million capex, but restructuring extends runway into 2028. No debt burdens the balance sheet. Yet competition in gene therapy capsid tech looms large.
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