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Voyager Therapeutics, Inc.: Business Overview, Financials & Competitive Analysis

Voyager Therapeutics is a biotechnology company dedicated to leveraging the power of human genetics to modify the course of – and ultimately cure – neurological diseases. Its pipeline includes programs for Alzheimer's...

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6/ 10Solid

Cyborg Score thesis

Early-stage gene therapy platform targeting large neurological disease markets with encouraging preclinical data, but clinical...

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Industry Biotechnology - Gene Therapy / Neurological Therapeutics
3 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: November 2, 2026
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Voyager Therapeutics, Inc. Overview

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Voyager Therapeutics is a biotechnology company dedicated to leveraging the power of human genetics to modify the course of – and ultimately cure – neurological diseases. Its pipeline includes programs for Alzheimer's disease, Friedreich's ataxia, Parkinson's disease, amyotrophic lateral sclerosis (ALS), and multiple other diseases of the central nervous system.

Strategic Profile

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The company's TRACER™ AAV capsid discovery platform has been used to generate novel capsids and identify associated receptors to potentially enable high brain penetration with genetic medicines following intravenous dosing. Programs are advanced through a mix of wholly owned assets and collaborations with partners including Neurocrine, Novartis, Alexion and Transition Bio, with cash runway into 2028 based on current plans and collaboration reimbursements.

Competitive Landscape

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Voyager focuses on neurogenetic medicines for CNS disorders, leveraging gene therapy, antibodies, its TRACER capsid discovery platform, and emerging non-viral and small-molecule approaches. Key competitor areas include other tau-targeting programs (Biogen's BIIB080), gene therapy platforms (Solid Biosciences, REGENXBIO), and small-molecule CNS companies.

Industry Context

Voyager Therapeutics, Inc. operates in Biotechnology - Gene Therapy / Neurological Therapeutics.

Key facts

Headquarters: Lexington, Massachusetts · Revenue: $13.4M · Market cap: $222M

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Voyager Therapeutics, Inc..

  • Lead programs VY7523 (anti-tau antibody) and VY1706 (tau-silencing gene therapy) are designed to address Alzheimer's disease with 2026 clinical developments planned.
  • Q3 2025 results showed cash position of $229M with runway into 2028 and collaboration revenue of $13.4M.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026CMO resignation and CEO interim clinical leadership assumption
  • February 2026Multiple investor conference participation including Guggenheim, Oppenheimer, and TD Cowen
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

BIIB080 (tau-targeting therapy)Phase 2 tau-targeting program with data expected mid-2026→Gene therapy platformsCompeting AAV-based gene therapy companies for CNS indications→CNS small-molecule programsTraditional pharma approaches to neurodegenerative diseases→

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Industry context

Voyager Therapeutics, Inc. operates in Biotechnology - Gene Therapy / Neurological Therapeutics. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Voyager Therapeutics, Inc. do?+
Voyager Therapeutics is a biotechnology company dedicated to leveraging the power of human genetics to modify the course of – and ultimately cure – neurological diseases. Its pipeline includes programs for Alzheimer's...
What is Voyager Therapeutics, Inc.'s Cyborg Score?+
Voyager Therapeutics, Inc. has a Cyborg Score of 6/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Voyager Therapeutics, Inc.'s main competitors?+
Named competitors include BIIB080 (tau-targeting therapy), Gene therapy platforms, CNS small-molecule programs. The full competitive landscape is in the AskCyborg report.
How can I get the full Voyager Therapeutics, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Voyager Therapeutics, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Biotechnology - Gene Therapy research

Companies in the same sector and named competitors, ranked by Cyborg Score.

8Neurogene Inc.7MeiraGTx Holdings plc7REGENXBIO Inc.64D Molecular Therapeutics, Inc.6Takara Bio Inc.5Rocket Pharmaceuticals, Inc.