Analyst Bullish On Gene Therapy-Focused Voyager Therapeutics Sees Best In Class Potential For Its Neurogenetic Medicine Platform
Analyst Bullish On Gene Therapy-Focused Voyager Therapeutics Sees Best In Class Potential For Its Neurogenetic Medicine Platform
H.C. Wainwright initiated coverage on Voyager Therapeutics Inc (NASDAQ:VYGR), noting a growing franchise of novel, highly-differentiated adeno-associated virus (AAV)-based TRACER capsids with the potential to overcome limitations of central nervous system (CNS) delivery and systemic toxicity of 1st-generation AAVs.
H.C. Wainwright开始对Voyager Therapeutics Inc（纳斯达克股票代码：VYGR）进行报道，指出基于腺相关病毒（AAV）的新型示踪剂衣壳的特许经营范围不断增加，有可能克服第一代AAV中枢神经系统（CNS）输送和全身毒性的局限性。
The analyst writes that Voyager's TRACER capsid discovery platform has best-in-class potential for developing CNS-targeted in vivo gene therapies.
该分析师写道，Voyager的TRACER衣壳发现平台在开发CNS靶向体内基因疗法方面具有同类最佳的潜力。
Voyager is advancing its Tropism Redirection of AAV by Cell Type-Specific Expression of RNA (TRACER) capsid discovery platform to develop novel capsids, the outer viral protein shells that enclose a genetic payload that makes up the gene therapy product, with enhanced affinity, to the CNS.
Voyager正在推进其通过细胞类型特异性表达RNA（TRACER）衣壳发现平台对AAV进行Tropism重定向，以开发新型衣壳——一种外部病毒蛋白壳，以增强的亲和力将构成基因疗法产物的遗传载荷与中枢神经系统的亲和力包裹在一起。
H.C. Wainwright notes that while gene therapy remains its core technology, Voyager's pipeline also includes an anti-tau monoclonal antibody (mAb) program in Alzheimer's disease (AD), which is expected to be followed by a combination approach with potential best-in-class in vivo gene therapies.
H.C. Wainwright指出，尽管基因疗法仍然是其核心技术，但Voyager的产品线中还包括一项针对阿尔茨海默氏病（AD）的抗tau单克隆抗体（mAb）项目，预计将采用与潜在最佳体内基因疗法相结合的方法。
Voyager's wholly-owned and partnered programs are expected to lead to at least four investigational new drug application filings in 2024 and 2025, potentially generating key clinical proof-of-biology data as early as 2025.
Voyager的全资和合作项目预计将在2024年和2025年导致至少四份研究性新药申请申请，最早可能在2025年生成关键的临床生物学证明数据。
H.C. Wainwright has initiated with a Buy rating and a price target of $30.
H.C. Wainwright最初的评级为买入，目标股价为30美元。
Voyager had approximately $431 million in pro-forma cash as of December 31, 2023, adjusted for $100 million consideration from Novartis agreements and a $100 million public offering, providing a cash runway into 2027.
截至2023年12月31日，Voyager拥有约4.31亿美元的预计现金，经诺华协议中的1亿美元对价和1亿美元的公开募股调整后，这为2027年提供了现金跑道。
In January, Voyager Therapeutics announced a collaboration with Novartis AG (NYSE:NVS) to advance potential gene therapies for Huntington's disease (HD) and spinal muscular atrophy (SMA).
1月，Voyager Therapeutics宣布与诺华公司（纽约证券交易所代码：NVS）合作，推进亨廷顿氏病（HD）和脊髓性肌萎缩症（SMA）的潜在基因疗法。
H.C. Wainwright notes that the TRACER platform has produced promising preclinical data.
H.C. Wainwright指出，TRACER平台已经产生了令人鼓舞的临床前数据。
This success has led to strategic partnerships with major players in neurological disease drug development, including Novartis, Neurocrine Biosciences Inc (NASDAQ:NBIX), Sangamo Therapeutics Inc (NASDAQ:SGMO), and Alexion, AstraZeneca Plc's (NASDAQ:AZN) subsidiary. These partnerships are expected to bring significant long-term value to shareholders.
这一成功促成了与神经系统疾病药物开发的主要参与者的战略合作伙伴关系，包括诺华、Neurocrine Biosciences Inc（纳斯达克股票代码：NBIX）、Sangamo Therapeutics Inc（纳斯达克股票代码：SGMO）和阿斯利康公司（纳斯达克股票代码：AZN）的子公司Alexion。预计这些伙伴关系将为股东带来可观的长期价值。
Price Action: VYGR shares are up 9.57% at $9.96 on the last check Tuesday.
价格走势：在周二的最后一次支票中，VYGR股价上涨9.57％，至9.96美元。
Illustration of Phrama lab worker created with MidJourney.
使用 MidJourney 创作的 Phrama 实验室工作人员的插图。