Monitor the Q2 2026 IND filing for VY1706 and third-party tau data in mid-2026; revenue volatility from partnership maturation is expected; cash runway into 2028 reduces near-term dilution risk.
Price Chart
Executive Summary
Voyager Therapeutics reported Q1 2026 EPS of -$0.47, beating consensus of -$0.53 by 11%, but collaboration revenue of $2.6M missed the $8.8M estimate by 70% as partnerships matured. The company highlighted progress on its tau gene therapy and anti-tau antibody programs, with cash of $172M funding operations into 2028.
Key Financial Metrics
Key Facts
- EPS of -$0.47 vs consensus -$0.53 (beat by 11.3%)
- Collaboration revenue of $2.6M, down 60% YoY from $6.5M
- Cash, equivalents, and marketable securities of $171.7M at March 31, 2026
- VY1706 IND-enabling toxicology completed; FDA IND submission on track for Q2 2026
- Tau PET imaging data for VY7523 expected H2 2026
Financial Impact
EPS beat of $0.06 per share, but revenue miss of $6.2M
Risk Factors
- Collaboration revenue may continue to decline as programs mature
- Clinical trial delays could push milestones past H2 2026
- Dependence on partnership reimbursements for R&D funding
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3290505 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $2.02 | awaiting T+60 | — | $1.75 (−13.37%) |
Jul 13, 2026 15w ago | 8-K | $3.24 $2.46 | ▼ −24.07% | ▼ −28.07% | $1.75 (−45.99%) |
Jun 1, 2026 21w ago | 8-K | $3.79 $3.48 | ▼ −8.18% | ▼ −9.41% | $1.75 (−53.83%) |
May 13, 2026 23w ago | Press Release | $4.15 $3.27 | ▼ −21.20% | ▼ −25.64% | $1.75 (−57.83%) |
May 7, 2026 24w ago | Press Release | $4.05 $3.13 | ▼ −22.84% | ▼ −27.68% | $1.75 (−56.79%) |
Apr 27, 2026 26w ago | Press Release | $3.77 $3.09 | ▼ −18.04% | ▼ −22.03% | $1.75 (−53.58%) |
Apr 21, 2026 26w ago | 8-K | $4.14 $3.17 | ▼ −23.43% | ▼ −28.21% | $1.75 (−57.73%) |
Feb 24, 2026 35w ago | Insider Cluster | $3.78 $3.48 | ▲ +7.94% | ▲ +14.68% | $1.75 (+53.70%) |
Feb 24, 2026 35w ago | Insider Cluster | $3.78 $3.48 | ▲ +7.94% | ▲ +14.68% | $1.75 (+53.70%) |
US Market Status
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