earnings
confidence high
sentiment positive
materiality 0.75
Voyager Therapeutics reports Q4 net income $56.4M, pro-forma cash $431M, pipeline milestones
Voyager Therapeutics, Inc.
2023-FY EPS reported
$2.97
revenue$250,008,000
- Q4 collaboration revenue $90.1M (vs -$1.6M YoY), net income $56.4M (vs loss $23.6M).
- FY 2023 collaboration revenue $250.0M (vs $40.9M), net income $132.3M (vs loss $46.4M).
- Pro-forma cash $431M after Novartis $100M and Jan 2024 $100M public offering; runway into 2027.
- Selected development candidates: SOD1 ALS gene therapy (IND mid-2025) and Friedreich's ataxia (triggered $5M milestone, clinic 2025).
- Novartis collaboration: $80M upfront + $20M equity, up to $1.2B milestones; VY-TAU01 IND expected H1 2024.