earnings
confidence high
sentiment positive
materiality 0.75
Voyager Q1 net loss $21.3M, inked Novartis deal for $54M upfront
Voyager Therapeutics, Inc.
2022-Q1 EPS reported
-$0.56
revenue$658,000
- Q1 net loss $21.3M; collaboration revenue $0.7M (down from $6.5M YoY); cash $166.8M, runway into 2024.
- Novartis license option: $54M upfront, up to $1.5B milestones for TRACER capsids on up to 5 CNS targets.
- Alfred Sandrock appointed CEO (March 2022); Robin Swartz promoted to COO.
- TRACER AAV9 capsid yields 50-60x better brain transduction in mice/macaques vs AAV9; AAV5 capsid 20x vs AAV9.
- Preclinical data: vectorized HER2 antibody reduces tumor burden; GBA1, SOD1, anti-tau programs advancing.