other material
confidence high
sentiment negative
materiality 0.55
Voyager delays SOD1 ALS IND filing; switches payload after NHP data; cash runway to mid-2027
Voyager Therapeutics, Inc.
- VY9323 IND/CTA filing no longer expected mid-2025 due to need for alternate payload after 3-month NHP data.
- Capsid unchanged; decision based on achieving desired product profile for SOD1 ALS gene therapy.
- Other programs unaffected: Neurocrine GBA1 and Friedreich’s ataxia IND filings still on track for 2025.
- Tau silencing program VY1706 IND expected in 2026; preclinical activity levels achieved.
- Cash and equivalents plus collaboration reimbursements fund operations into mid-2027.