Voyager Therapeutics, Inc. (VYGR)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$1.72-8.02%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · VYGR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -76.1% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 29.9% |
Growth built into the price is above our model estimate.
The price assumes 106.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 117 industry peers
VYGR — CEO transition
Dated 2026-10-21
President — Robin Swartz: The filing announces the immediate promotion of an internal executive to President and her planned succession as CEO, which is a significant leadership change but not a sudden departure.
Why it matters: A trial start would move a partnered Friedreich’s ataxia program into people. The start depends on FDA clearance.
Supportive ifNeurocrine confirms that the first participant gets NBIB-223 by December 31, 2026.
Worry ifFDA clearance is not granted, or Neurocrine reports no first dose by December 31, 2026.
Why it matters: The scan tests whether the antibody lowers tau in people with Alzheimer’s. A clear signal would support the program.
Supportive ifQ4 2026 trial data show a clear tau PET reduction from baseline in participants receiving VY7523.
Worry ifThe data show no tau PET reduction, a rise from baseline, or a delay beyond Q4 2026.
Why it matters: Cash fell from $171.7 million in Q1 to $148.8 million in Q2. Voyager says funds can last into 2028.
Worry ifVoyager lowers its cash runway estimate to before 2028 or reports cash below $148.8 million at Q3 end.
Less concerning ifVoyager keeps its runway estimate into 2028 and reports Q3-end cash at or above $148.8 million.
Why it matters: Starting the trial would move Voyager’s tau gene therapy into people. It would also test the Q4 timeline.
Supportive ifVoyager confirms that at least one adult with early Alzheimer’s received VY1706 in Q4 2026.
Worry ifNo participant gets VY1706 by December 31, 2026, or dosing stops before it starts.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$246 on $10,000 · ±2.5% | How much price usually moves either way. |
| Bad day | $674 loss on $10,000 · 6.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,560 loss on $10,000 · 65.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.