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開始對Voyager Therapeutics Inc（納斯達克股票代碼：VYGR）進行報道，指出基於腺相關病毒（AAV）的新型示蹤劑衣殼的特許經營範圍不斷增加，有可能克服第一代AAV中樞神經系統（CNS）輸送和全身毒性的侷限性。
The analyst writes that Voyager's TRACER capsid discovery platform has best-in-class potential for developing CNS-targeted in vivo gene therapies.
該分析師寫道，Voyager的TRACER衣殼發現平台在開發CNS靶向體內基因療法方面具有同類最佳的潛力。
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正在推進其通過細胞類型特異性表達RNA（TRACER）衣殼發現平台對AAV進行Tropism重定向，以開發新型衣殼——一種外部病毒蛋白殼，以增強的親和力將構成基因療法產物的遺傳載荷與中樞神經系統的親和力包裹在一起。
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，儘管基因療法仍然是其核心技術，但Voyager的產品線中還包括一項針對阿爾茨海默氏病（AD）的抗tau單克隆抗體（mAb）項目，預計將採用與潛在最佳體內基因療法相結合的方法。
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的全資和合作項目預計將在2024年和2025年導致至少四份研究性新藥申請申請，最早可能在2025年生成關鍵的臨床生物學證明數據。
H.C. Wainwright has initiated with a Buy rating and a price target of $30.
H.C. Wainwright最初的評級爲買入，目標股價爲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擁有約4.31億美元的預計現金，經諾華協議中的1億美元對價和1億美元的公開募股調整後，這爲2027年提供了現金跑道。
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宣佈與諾華公司（紐約證券交易所代碼：NVS）合作，推進亨廷頓氏病（HD）和脊髓性肌萎縮症（SMA）的潛在基因療法。
H.C. Wainwright notes that the TRACER platform has produced promising preclinical data.
H.C. Wainwright指出，TRACER平台已經產生了令人鼓舞的臨床前數據。
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.
這一成功促成了與神經系統疾病藥物開發的主要參與者的戰略合作伙伴關係，包括諾華、Neurocrine Biosciences Inc（納斯達克股票代碼：NBIX）、Sangamo Therapeutics Inc（納斯達克股票代碼：SGMO）和阿斯利康公司（納斯達克股票代碼：AZN）的子公司Alexion。預計這些夥伴關係將爲股東帶來可觀的長期價值。
Price Action: VYGR shares are up 9.57% at $9.96 on the last check Tuesday.
價格走勢：在週二的最後一次支票中，VYGR股價上漲9.57％，至9.96美元。
Illustration of Phrama lab worker created with MidJourney.
使用 MidJourney 創作的 Phrama 實驗室工作人員的插圖。
譯文內容由第三人軟體翻譯。