Voyager Therapeutics, Inc. (VYGR)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$3.51+3.85%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
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 | -56.5% |
| Our one-year growth estimate | diamond | 25.6% |
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 2026-09-04.
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.
Growth built into the price is above our model estimate.
The price assumes 82.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
VYGR — CFO transition
Dated 2026-04-21
Chief Financial Officer — Nathan Jorgensen, Ph.D.: Dr. Nathan Jorgensen resigned as Chief Financial Officer to pursue a new opportunity.
Why it matters: Good results from other studies may help Voyager's way of treating Alzheimer’s disease.
Watch forData from others confirms tau knockdown as a possible treatment for Alzheimer’s.
Also watch forData from others does not support tau knockdown, raising doubts about Voyager's plan.
Why it matters: If health care sector revenue growth picks up, it could benefit Voyager. This would suggest a better environment for biotech firms.
Supportive ifHealth care sector revenue growth speeds up to 10% or more.
Worry ifSector revenue growth keeps slowing down below current levels.
Why it matters: New partnerships can enhance growth and provide resources for drug development. They signal confidence in the pipeline.
Supportive ifThe company announces a new partnership that helps its growth plans.
Worry ifNo new partnerships are made. This shows possible slow growth opportunities.
Why it matters: Starting this trial is key for Voyager's growth and future revenue. It shows progress in their Alzheimer's program.
Supportive ifThe company announces the start of the VY1706 clinical trial as planned in the second half of 2026.
Worry ifThe trial is delayed or not initiated as expected.
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 | ±$214 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $608 loss on $10,000 · 6.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,371 loss on $10,000 · 43.7% | 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.
Why it matters: It is important to watch cash levels. This helps Voyager fund its work until 2028.
Worry ifCash position stays steady or grows. This shows good management of resources.
Less concerning ifCash position drops a lot. This raises worries about funding operations.
Why it matters: Earnings results show the company's financial health and progress. They can affect investor feelings.
Watch forThe earnings report shows revenue growth and good operational results.
Also watch forThe earnings report shows falling revenue or bigger losses.
Why it matters: New partnerships can boost Voyager's growth and pipeline. They may provide resources or expertise.
Supportive ifVoyager announces a new partnership. This will help its abilities and pipeline.
Worry ifNo new partnerships are made. This shows possible slow growth in strategies.
Why it matters: Starting the VY1706 trial is key for Voyager's Alzheimer’s strategy. It shows progress in their pipeline.
Supportive ifDosing of VY1706 in adults with early Alzheimer’s disease starts as planned in Q4 2026.
Worry ifDosing does not begin in Q4 2026 as expected, indicating delays in the trial.
Why it matters: Having enough cash is important for operations and funding trials. It affects investor trust.
Worry ifManagement will confirm cash is secure through 2028 in future updates.
Less concerning ifManagement says there may be cash shortfalls or funding problems in future updates.
Why it matters: Starting the VY1706 trial is crucial for Voyager's Alzheimer's program. It shows progress in their pipeline.
Supportive ifVY1706 dosing starts as planned in Q4 2026 after FDA IND clearance.
Worry ifDosing does not begin in Q4 2026 due to regulatory delays.
Why it matters: This data helps us understand how well VY7523 works for Alzheimer's treatment.
Supportive ifPositive tau PET imaging data from VY7523 in Q4 2026.
Worry ifThere is negative or unclear tau PET imaging data from VY7523.
Why it matters: This trial's start is important for Voyager's partnership and Friedreich's ataxia program.
Supportive ifNeurocrine confirms initiation of the NBIB-223 trial in H2 2026.
Worry ifNeurocrine delays or cancels the NBIB-223 trial initiation.
Why it matters: This data may support Voyager's method for treating Alzheimer's. It could affect future trials.
Watch forThere is positive data from a third party showing tau knockdown works well.
Also watch forThere is negative data from a third party that questions the tau knockdown idea.