Voyager Therapeutics (NASDAQ: VYGR) has announced a strategic redirection of its gene therapy program targeting superoxide dismutase 1 (SOD1) amyotrophic lateral sclerosis (ALS), following recent preclinical findings that necessitate exploration of alternative payload options.
Preclinical Data Drives Program Modification
Recent three-month non-human primate (NHP) studies revealed that the current payload configuration would not achieve the desired therapeutic profile, prompting the company to reassess its approach. Notably, the novel capsid component of the therapy demonstrated both desired activity levels and favorable tolerability in the same studies, leading Voyager to retain this element of the program.
Impact on Development Timeline
The development shift has resulted in the postponement of the investigational new drug (IND) application for VY9323, which was originally scheduled for mid-2025. This delay affects both the U.S. IND application and Canadian clinical trial application filings. The company has indicated it will provide updated timing for the SOD1 ALS program once the payload assessment is complete.
Financial and Portfolio Implications
Despite this setback, Voyager's financial position remains strong, with cash runway now extended into mid-2027, excluding potential milestone payments from existing partnerships. This extension provides the company with adequate resources to pursue the necessary program modifications.
Broader Pipeline Progress
The modification of the SOD1 ALS program does not impact Voyager's other gene therapy initiatives. The company maintains its timeline for several key programs, including:
- Expected 2025 IND filings through Neurocrine Biosciences for GBA1 Parkinson's disease and other GBA1-mediated diseases
- Continued development of the Friedreich's ataxia program
- Planned 2026 IND filing for VY1706
The company's decision to optimize its SOD1 ALS program demonstrates a commitment to developing effective gene therapies while maintaining scientific rigor and patient safety standards.
