VYGR - Earnings call 4 2021 | Voyager Therapeutics, Inc.

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Operator

Good morning, and welcome to Voyager Therapeutics Fourth Quarter and Full Year 2021 Conference Call. [Operator Instructions] Please be advised this call is being recorded at the company's request.

I would now like to turn the call over to Julie Burek, Vice President of Finance at Voyager.

Julie Burek

Thank you, operator. Good morning, everyone, and welcome to this conference call to discuss our most recent license option agreement and to review our fourth quarter and full year 2021 results, both announced this morning. we call website available completion approximately call. After prepared today's section the of of call our our the of X remarks, replay will on be Investors this for A Q&A. open will hours after

differ indicated Litigation forward-looking important as make Factors result factors, filings. Actual safe various SEC, recent XX-K, company's a from about the including harbor materially plans prospects our the as provisions we Risk expectations, with Form results annual and for of statements subsequent by Securities this constitute the which call updated statements these under As file a our forward-looking of that is Reform purposes during XXXX. report on reminder, those various and remarks may discussed section Act the of on future of most in these Private the by

today be portion leadership update views our addition, Officer, Michael forward-looking law, joined Robin as our Chief Swartz, will any statements represent Officer, change. I'm Operating our team, required to as disclaim any the representing we of Chief join Executive statements even our Glenn forward-looking only revise views interim views as of by specifically not any and Pierce. of Q&A as Officer, date. call. Officer, Scientific Except today members upon Nunnally; obligation In or and should by subsequent of if any Sandrock; Al Higgins; Chief relied and Voyager's Business Chief interim our including Allen our Board the Director, also

call the turn Michael. will I to Now over

Michael Higgins

validates undisclosed CNS major earlier provides for further to I'm potential agreement potential in license agreement the October. in announced to AAV wave targets It's our our around tracer gene X the That internal new last enable options novel access everyone. our target AAV option targets for determined This of field our X proprietary access platform access capsid broadly to the good also across that a complementary our discovery capsids agreement provided and therapies and transaction Julie, announced use extremely future. The our strategy we with the and across pleased of transaction license pipeline. AAV Pfizer for second Novartis our target is morning, months, options Together, cardiovascular one specific with a with one transaction platform. to to external last tracer X and to with capsids. and CNS transactions capsids for Pfizer access these capsids to of capsids licensing tracer rights exclusive specific with the with target. option morning, applications our Thanks, additional internal our Novartis to this target be and pursue novel our and corporate to TRACER major capsids reinforce plus share to use

conventional library. opportunities well the as TRACER believe for potential as validation considerable the as the done other potential development deals believe upfront and our critical maturing AAV platform, at extending and strengthen flexibility cells targets. We target We capsid our therapies specificity with balance that future to our there providing of gene to greater into of serotypes. We and could business of nature its as use and the pursue targets to platform, enable Novartis with tissues Outside development tracer those beyond. transgenes from economics. fewer in arising These planned sheet, Novartis continue for and global our off-target potential and we CNS desired pipeline. enable all Voyager's collaborations as risks the agreements from may distinct internal capsids also AAV as these Importantly, agreements, tracer the involved are to of gene a downstream well greater internal than capsid and is in we expanding for that substantial include capsid date XXXX doses focused agreements efforts. The both disease, with serious runway treat cash and platform given our AAV to transactions and rights approach the view retain we've new the these lower discovery wave Pfizer therapies Pfizer around

incremental in these agreement that these first, few into programs In words will like But I requirement to moment, I'd say a to investment allow the are programs. discuss ongoing designed Allen company. our the platform the into about direction turn call Our investments to to to a our more taking investment as over very as Novartis a for are expand and they under low transactions detail. tap we're us

of evolution evidenced and data AAV therapies Novartis capsids, with from the our collaborations recent our groundbreaking leading is primate TRACER Pfizer. gene by as Voyager and next-generation nonhuman

platform with in nonhuman primate targets TRACER substantially ability has novel to Our CNS identify highly shown and a differentiated the for tropism enhanced other tissue capsids studies.

validation We and have prosecution studies. preclinical proven of in experience the and diverse of development payloads design

evaluate are may the everything early-stage gene our to benefit underserved therapeutic these capsids to therapeutic much-needed capabilities capsids, ultimately manufacturing of our the have provide performance humans essentially utilizing to most of potential candidates. We're capable and demonstrate We required that with patients. develop also novel therapy programs that

year Our and far include we we've with the underway. The of from opportunities partnerships result array potential agreements cross that highly and brain tissues the in past now to primates. licensing exciting data have types our cell capsids barrier achieve for access patients differentiated to blood-brain particularly the internal extend the an beyond over specific development and could what nonhuman been may help therapeutic ability programs in generated our and demonstrating our to

enhanced TRACER tissues. technology CNS other the also capsids are We beyond to discover our moving targeting for supplying

to capsids therapy pipeline of programs. in-house gene our power TRACER expect We

working addition we're has as for leading to and efforts is Robin X beginning leadership a spotting reflected his a Operating role therapeutic important Sandrock Directors our gene been playing strategies of a also of further Al He Board track companies the our record whose visionary and with the of early of collaborations to to research. platform with promise to Chief Swartz Voyager. therapy, Committee to scientific addition already Robin future indicative as making. deep external the commitment in is is team Al In I'm well Executive recent shape an long and in promoted with in her industry respected is patience expand leaders with help scientific passion, proven to is thrilled our collaborations leader programs, and TRACER Officer. that partners. progress

it a asset Allen. For Genzyme XX roles years to I'll tremendous multiple over Sanofi of operating Voyager. With at experience from for turn that, are

Allen Nunnally

you, is Thank Voyager. exciting for time This an Michael.

platform overview agreed agreement which business as capsid development that balance from CNS are Pfizer to capsids like potential license with targets agreements to payments the generated deployed additional and future. agreements just an capsids platform discovery Novartis refined. Moreover, have the capsid use provide beyond of our to highlight our strengthen in library generate opportunities, may and targets, on Our proprietary million expands novel option and exercise capsids further be potential of to options substantially novel the future CNS expand initial particularly I'd X sheet. AAV $XX X tracer for Voyager's announced. with license access we capsids derived Novartis may number with Novartis in programs these TRACER of aggregate of generated for our be therapeutic upfront TRACER and our the substantially and options to within the undisclosed

for $XX.X Novartis in million and signing. X receive up targets million exercise $XX options initial receive to entitled exercisable months XX will to is the for of upfront within fees Voyager CNS by

the exercise $XX availability evaluate In future, for for each Novartis fee Voyager Voyager capsids and license mid- X subject milestones addition, to be billion and in to capsid elect $X.X their products single-digit royalties the million licensed capsids. the of products to agreed utilizing Novartis in on eligible targets target. to will of up to of net as to up well also target development, selection capsid for additional high million may for tiered each potential regulatory sales to $XX.X selection be the based commercial for upon earn as incorporating

to receive global selection announced for October. our capsids system targets from use internal access for agreement for transgenes licensed in other in and our platform use agreement, distinct This to those the our to We tracer be target provides all capsids similar gene of one rights will Novartis that specific licensed applications cardiovascular will of targets of to novel we and outside therapies. central Pfizer other the The with development for Pfizer's nervous rights for retain technology with capsids planned AAV X under with the TRACER agreement Pfizer one all in we use Voyager's of of pipeline. which

are Pfizer to options entitled Pfizer within our As global to the applications for million use upfront $XX development, single-digit commercial in receive capsids aggregate rights exercise with signing, milestones million $XXX regulatory other that other in to as royalties. Novartis up high retains to total TRACER of agreement, and for all $XX all from by We receive we tiered received technology. XX and with to of in part agreement, TRACER months are and of and X up targets our million to mid- fees and Voyager eligible to exercisable

that and We CNS. exploring other access parties the both are outside with to additional provide transactions would TRACER within capsid, our target specific

out-licensing tissue TRACER we as for our basis and We with varied, extend types. capsids target expect tropisms cell our of a expand for to on opportunities repertoire capsids specific

obstacles select wider hope desired capsids to one applicability specific broad any platform the and the largest that toxicities namely of off-target Given address we doses in gene cells avoid at therapeutic therapy, windows. TRACER to target of of achieve to transduction the enhanced tropism, for afford

call we're now our programs. with over progress on For review platform I'd making Glenn the more this, to to turn the like to and

Glenn Pierce

you, Thank Allen.

We to facing gene is the therapy, and therapeutic this poor. first-generation help most unlocking typically suboptimal, modality tissue-specific With gene is opportunity targeting address AAV patients. critical to the index the holds have some challenges often oriented therapies, potentially tremendous Voyager of

they result, optimal have with limiting to efficacious in many if enough a the for dose potential levels, toxicity issues toxicity As high encountered developers efficacy cases. many achieve major

tissue analysis X benefit evaluate whether to for transduction CNS clinical approach enable body recent gene cardiac revealed or therapeutic tissues, of with us capsids, TRACER tissues to specific fact, capsid success has in select accounted of developed our this limited in of patients. AAV capsids used historically allows evaluating therapy. that therapies takes a of We to advantage This to others holds all specific for the trials field. elsewhere parts modifications to of or exposure AAV existing Voyager that technology have only of and cells. the other critical ability millions a capsids XX% or those to believe that by increased is is produce approximately a different distinct XXXX. The may been core possible methods TRACER with that meaningful display platform not that gene payload In in cell for delivering capable clinical and

is with shown related this not along first for those subsequent primates, so show in have that humans, in only enhancements translate screens perform human into to to activity well initial we're series The very nonhuman that screening, that mice, a of often beings. in which don't selecting a closely capsids species

Thus, production we barrier other evaluating find spinal get they we target double-stranded process in must then increased humans readout confidence capsids in to nonhuman across blood-brain to understand. It's in nucleus, cell deliver pass the surpass the AAV through produce the target we our by which In that process screening have TRACER mRNA. messenger capsids order and including a capsids of we've transgene the the an of out AAV tropism target get selecting into we that initial us that membrane brain the penetration the our produce complicated only superior to the cord, find better brain and when got measure RNA approach endosomes, desired produce rodents. intravenously productively. The our mRNA. dosed vectors endosomes, to conventional the considerable muscle parental AAV cells when mRNA and model into level vector delivery working not are expression Second, and blood-brain primates, of projecting has directed through tissue, tissues vectors than species. barrier, blood animal we're proprietary capsids the cells and An or much at don't to AAVX get or in the very the and expression margins in fully but barrier, performance mRNA of demonstrated of need a payload compared that we from campaign enhanced measure the each step performance into the DNA are primates believe the CNS by get of the target enabled to for capabilities with, express in set cardiac first nonhuman of and AAVX identify and a

of tracer in is cells. capable capsid have and effective derived expression with dorsal achieved first AAVX. set increase conventional of AAVX AAVX for enable of both in the may cardiac AAV. Achieving the from targeting CNS glial transgene more capsids to and addition certain effort improved CNS tissue has root primates mRNA cell to additional ganglia tropism This rodents, our also More campaign shown TRACER in capsids neuroma certain more a that been initial had with this glial variants demonstrated demonstrated it for X,XXX-fold tropism diseases. targeting tropism of exhibiting enhanced de-targeting identified that of preferential than capsids tropism recently, One previously compared an new a important an the because nonhuman compared

AAVX capsids tissue the screening further performing proprietary inside and cell are We and AAVX-derived and types additional outside to multiple identify targeting CNS. campaigns tracer

harnesses promising further will direct on a broaden the to We advance a the impact desirable may to We in for parallel, provide best-in-class the in of are dose-limiting have capsids capsid gene positioned portfolio well our our believe brain capsids of the concept successfully enable desired to forward expanding lowering data full capsid TRACER development with the We range for believe unmet treat benefit. more early serious needed In that of Voyager's in that efficient look thanks and of presenting an enhance to proof use the we in preclinical are develop our across already cells to We the to risk with validation potential the library more therapies from ability programs. programs clinical programs, focused on proprietary treat identified to vasculature diseases. we therapeutic therapeutic spring. our establishing broad anticipate refining characteristics capacity point to advances meaningful and capsid windows while and may development IV reach to our our to with process, medical programs needs. We're systemic the path toxicities. target delivery diseases

and for Our TRACER to metastases with body cancer diseases and capsids atrophy Huntington's and gene for disease, pathology. ALS and GBAX diseases programs Lewy mutations, antibody vectorized including HERX-positive and dementia replacement Gaucher delivery programs leveraging the programs disease linked spinal associated [indiscernible] brain disease. Parkinson's programs include SODX muscular for for IV breast Knockdown

to patients that of facing approach these In each our believe transformational in areas, new we devastating for therapeutic potential has conditions. approaches the result

We at to our data on present expect preclinical of some programs the Spring Conference. Medical

cancer November progress a target where the last making presentation for TRACER HERX-positive are of in Meeting, administered example an we positive One metastases breast is IV brain need. anti-HERX our utilizing payload on HERX-positive major including our shared vector Annual at data antibiotic with to AAV mice we Neuro-Oncology unmet Society patients metastases capsid. face preclinical brain

antibodies, of By brain by effect ability capsids and therapies impact capsids partners' produce a in ability against to therapeutic to own with beyond for TRACER value extends potential durable and models. make demonstrated of within a reach to antibody utilizing anti-HERX are using deliver a treat limited concentrations create metastases. approved tumors CNS to one brain to We have mouse believe vectorized disease, our several cells patients CNS While payload effective we've proprietary the programs. our pipeline our in they an the the application our in sufficient peripheral CNS-targeted for our

medicines, partnerships. partners our and leveraging these through capabilities Our the to able further organizations. substantial We believe the impact arrangements be with to we'll larger enable of knowledge provides opportunity that additional new development expand

Julie I'll to financial to highlights. it now review hand over

Julie Burek

to remarks time and Please morning limit details this quarter news year transaction extends and of and position for the our fourth on cash the Thank remaining, refer financial and runway. of how to we my have you, earlier exciting light our time focus results our our today's press Novartis with I'll our devoted release issued and the XXXX. of XX-K Glenn. today full for In

financial portfolio position strong in platform we is our advance Voyager a as forward. and

and receive as under agreement. to million entitled not cash securities payment, $XX license $XXX.X were equivalents Novartis upfront of are from include XX, cash, marketable recently million. announced This the December the option we Our does XXXX,

our With company development agreement, tracer the cash program. our payments XXXX, runway pipeline upfront advances platform and into from to in Novartis Pfizer enabling our achieve potential the extends and further now

I back that, Michael. With it to will hand

Michael Higgins

this Julie. presenting to TRACER tremendous and We've capsids deploy opportunities pipeline to Thank shift our some realigning TRACER our of months announced progress and We've first next-generation made you, data since the we technology. strategic on ago on about X to by look platform published for our more. forward very exciting the created focus Voyager maximizing

with validation executives. value platform, leading and agreements additional with leadership provide the highly therapy our team licensing we've gene Our of enhanced companies our for accomplished

the have goals to Looking several working we spring, we're towards.

already glial that. on and campaigns. some We've look expect on capsids release promising cells, AAVX-based on We forward data we additional our capsid discovery to data targeting building to disclosed capsids and

BD therapeutic On in never company to limitations the be often limited the great and AAV on these of our deliver promise tissues. offers We therapies. to range effectively and ability of overcome therapeutic and additional pipeline also field's of But of and we're enthusiastic impact The TRACER lives gene make about to toward potentially our believe the gene months. potential vast. safely positive the these release addressed therapies of unlock programs. and therapy technology studies expect is the potential right a by potential patients. to the I've that diseases technology the organs help optimistic with could is capsids transactions further of progress IND-enabling to meaningful anchored data the and and coming growing potential been our to our our preclinical by programs about side, more continuing for We're the

and and up we'll you to it With that, Q&A. thank for your open we support, interest

Operator

Jack comes first from question Instructions] with [Operator Baird. Allen Our

Jack Allen

delivered Great. the on great. on progress. comments few you can any provide regard the date. And guess, transgenes the first with congratulations of make I a with to that qualitative was first guess Pfizer Have additional to then to any as you color constructs well. I follow-ups the have had partnership the, X regard going Pfizer to and all could the any team to that's I And And necessary be partnership? on you I would question how

Michael Higgins

very much It's Michael. Thanks the question. for

I one can that first. think Allen into dive

Allen Nunnally

the Thanks Jack. a lot for question,

XX-month deal the first so evaluate to a us which the from underway, evaluation They constructs now, evaluate during the to it's let work that know, you capsids, know for as ongoing. which provide with Pfizer in necessary Pfizer, there's So like right we that's capsids period they'd is process. and

like we'll they out year whether exercise make So find October on. capsids that until which They decision. of have this to and to

Jack Allen

to at then was internal Great. it. that an you great. provide towards to to you the Voyager's on is internal any that hoping we think some indications could see know And clinic I looking when to of And outlined the insights the some advancement clinic. CNS and regard then my just be the there's some relative product movement going brief regard but guidance Novartis was program, how of around spring, Got about be and I the would might with of pipeline the data last opportunities? those size color the towards move with Novartis this preclinical question

Allen Nunnally

Sure, Jack.

hand that take it So Glenn. then over part to of the first and I'll

deal targets X the under the undisclosed. CNS are indications, CNS Novartis the So

in CNS. comment the we So that on are, can't except they are what those

very to course, Glenn what a is the on second not in rare of part in is due respect But in terms limitations over it really disclosed for to just your of agreement So pass the we maybe the focus CNS. be about CNS limiting question. of rare talk will it's when with diseases but disease that I'll there

Glenn Pierce

regard the and Thanks, August Glenn. early tracer pipeline, to the stage Allen. really Jack, With the this began We is focus entirely it's an on pipeline. to capsids. last rebooted pipeline

in CNS delivery targets So including pipeline. the intravenous number that means of we the a have this targets, the for

to it's not say, We have this at stage. any But released suffice time early lines point.

to We We're requisite those the production into the the move capsids. developing clinic. and the preclinical are work developing processes doing

Jack Allen

again Congratulations progress. on the

Operator

Laura from Our next Chico question Wedbush Securities. with comes

Laura Chico

one Voyager. the strategy balance internal between to, a I with regards guess a the pipeline ahead, looking over about the few I question I guess, overall and talk And efforts priority the we I then is more X quick of kind have business of have be the of guess than one, these I Could balance dynamics? development you between about one little strategies. for the follow-up. how should next years, And kind greater other? the bit thinking

Michael Higgins

the It's question, for Laura. Michael. Thanks

the then And all other the -- Let strategy pieces weigh delivering any team have TRACER to if in providing work ultimately, obviously, me can the advantage important. benefit. and about the is thus to the done are with team take them take -- first, that products and that platform. The great both we're patients add. has to elements we they far critically But followed of full

therapeutic So to have players remain we we programs field getting focused forward. we are the out the capsids early in move move a on, to major other and some to allow prepared forward. to But company on those

We we'll a But made the people pipeline, Allen, pipeline, should to little over Glenn talk and own of there's mentioned, coming expect our done shift can continue more you transactions. that there. a continue types do expect move proprietary in just transactions work forward the might of big to years. we'll kind have you and about as be to our

Allen Nunnally

Sure. Laura. Happy to. Thanks,

targets There beyond there out -- we especially the there, the really business every and consider possibility the is both So of a CNS of are lot development. within continued as CNS.

prosecute every of CNS, do in company to help is going to We're broader opportunity that, let the prosecuting have CNS. working other enable its in to partners beyond own to field target alone for Voyager program that not no the programs in on. also they plenty going and are the there's So

of move and as continue the programs well We've forward past, that's one something So future we'll as work explore on possible there's as business that we to the in with side here. there we I together development some in the traditional done opportunity where think partners. collaboration

Michael Higgins

is Laura, in kind our to need us helpful challenges of the of also there transactions of company sheet organization out kind strengthening early these move probably stage, clear make these investments comment these an balance light market us transactions, and the allowing quite is are for are in one quite in early capital And of forward. the for that additional kind and the and

So overall benefit term, that benefit they hope, have to a help dual strategy. in we our significant patients, to in provide near will execute they but the on may ultimately, us

Laura Chico

one follow-up That's then. helpful, Michael. Maybe quick

So obviously, Voyager has have been of about Glenn of kind involved in clinical trials I regulatory previously that with a prior it sector think the comment the programs. made hurdles I'm just was curious, some faced. that

need As towards to curious you're work needs are you preclinical do Or to efforts factors have that board? of outside what on I'm moving occur resources get before clinical the kind gating to there clinic? can additional accumulation with TRACER, certain you of

Glenn Pierce

AAV Laurie, a product think gene follow this putting normal the which there efficacy. therapy in I gating clinic, to upon Glenn. the specific does required don't is are based factors and specific into gating other particular for pathway have safety than factors

With the regard the we've the done. just that's work different those conventional are the preclinical profile should offered anticipating be and like have safety being a safety will they tropism that AAVs, based novel It AAVs. than by upon different the functions conventional capsids, to that profile we substantially provide

because much as these that. therapeutic is while the with conventional everyone what to safety anticipating need with means And a we're capsids any window so they've AAVs, been we is high be will broader alert issues that designed offer to that on for

Operator

Our Company]. and comes next [Divya with from question Rao Cowen

Unknown Analyst

any This securing there and there a Novartis if had? been is if in for clinical there VY-AADC any the [Divya], those on progress. concerns the and deal has made Congrats updates the question the of additional was a were -- DSMB program. if that on also for And clinical just assessment any progress that on exciting were had in Phil. some We addressing imaging partner

Michael Higgins

detail a just it. So quick Glenn and let me you more let little give then on give quick -- response, we'll a a take

haven't we or any the regard the So with discussions around updates the provided to progress program.

on significant the program has hold obviously, technical are that. terms challenges have and in aspects We position you the that there believe I as remained ago, time and put that know, in was that of some of

be this significant expect we program updates So that don't time. on to providing at

Glenn Pierce

AAV. Glenn. Huntington's intraparenchymal of is Parkinson's work as The this Yes, disease, clinical involved well preclinical as with the we that with both did work delivery

of are not therapeutic collective dose there. And much the potential, opinion the sufficient is us idea, a point offers to in reason barrier necessarily to a upon good at quantities across TRACER ability experiences based intravenously, the this so is offer that that brain blood platform get We the the our effect. why

have path we for So to non-CNS switched our planning entire well these capsids intravenous of over for delivery diseases. as as pipeline and diseases CNS

Operator

Yanan from question Fargo. comes with next Our Zhu Wells

Yanan Zhu

And congrats on the Novartis deal.

target data all X X the sorry, same why for basis. compared of And different with on validation, additional additional also -- had This capsids deliver per the capsid comment X same or targets? expect deal? on couple that the -- Could have be one a First, economics the higher since target you you And to one Pfizer deal targets, for questions regarding the that a deal. do Pfizer partnership seems it case? have you is could to same

Michael Higgins

Yes.

thank correctly very relative for the deal So the you noted question. target in much Novartis Pfizer increased you've to the the Indeed, that deal. economics per are

to about had have, targets that I available our there. one the as prior And we that all difference the X CNS different. with between is able deal partner, Novartis Pfizer, initial target terms be the But development work second every CNS speak capsids. that, for to up-to-date think and that the target. cardiovascular we themselves X one There was achieve with progressed course, what regard most what is that information point X on your were our Novartis Of we the the deal. is are to deals of in And negotiate course, negotiation behind may there's business with

are So any deals partners. there and obviously, always differences any between X X

And been is in up-to-date part think I and most our So to there more partners question, and -- discussions. provided in progress the I'm sorry. our the but your information to one work has there's negotiations

Yanan Zhu

Right.

targets you the For could X on in Or deliver X deal, to different capsid? the Novartis be are capsids? expecting X it

Michael Higgins

Yes.

could targets. think some reasonable there's our workhorses that for either. a that really best be capsids it applicable So can hypothesis capsids, maybe We be of of do our multiple some

important, may capsid for that own a programs capsids for the or X of up Voyager that equally for using uses CNS and It's pipeline to obviously, what In might fact, more -- after more that purpose, it end indications. for different depends on may it its the one the the is. some select as on partners we can really possible, It -- the want be to and target case glial-tropism. X one of that those for specifically. data cells what or and of depend same the however, our is are. fit Novartis be capsid theirs. partner neurotropic capsids different be have one purposes indications like Those But those you're There shown capsids as well we've will important, target

Yanan Zhu

platform, the complement had. gene one then for perspective programs field are That's some well think systemically I therapies, that in liver the activation of helpful. as AAV issues question on And from safety a maybe as the other very delivered toxicity have

compared to in have tropism of the increase you complement increased talk reduction -- is tropism terms or relative with could the relative that aspects? about of those you the what CNS, liver for Given activation, exposure in

Glenn Pierce

general, TRACER therapeutic window. to these upon the capsids are offering the Glenn. X but This capsid, possibilities is increase It in depends

toxicity. to lower use is are lower dose. to subject The And that that -- we we providing tissues the the of lower substantially the are a dose simply a first can that, are by doing that and possibility dose organs capsid,

this that is of our detargeting we they in specific some The TRACER have are capsids organs. second that of aspect noticed

capsid got For have is ganglia, is we've that we dorsal a the the that a instance, detargeting capsid root liver. detargeting

over therapeutic us And offer We those using X don't that therapeutic so window the or by decreased conventional separately that either much safety capsids will dose in have and them pulling directions of some think both window. versus expanding in advantages levers, the that detargeting combination.

Yanan Zhu

information. very Thanks the Great. for much helpful

Operator

with [Operator Canaccord. Instructions] from Our question Kulkarni next comes Sumant

Sumant Kulkarni

congrats and Sandrock progress. Welcome all Nice I to Dr. few here. the questions Robin the to promotion. have on see to a

more manyfold your traditional expression TRACER AAVX. versus of slides one for shows So capsids

would different Given any the brain, keep to are portions for specific knowledge expressions the this in parts various you of the of and brain like yourselves? there

Michael Higgins

differential There capsids -- that -- interesting do different structures is different an way to have within the for brand. tropism phrase regions That's these question.

about correct absolutely you're So that.

In terms identified pipeline, continuing ourselves, of we're that interested keeping In are we've anything pipeline to forward that on. in. progress make a to we

have as unmet there a -- needs. diseases approached of as have know, you well therapies both to been that that logical As diseases AAV are with continue serious diseases other lot

then So our in have if benefits. thinking these get with is diseases to programs, in our with that can capsids And these the but partners, we that that's everyone patients really combination our company more key. importantly, really

Sumant Kulkarni

that remove our a plans your a positions commendable X very view, basis. And of important done an to partnerships. then external are job in you've But that point strategy strategic are What on status? from are with still management refocusing interim now interim X there on

Michael Higgins

Yes.

We and I our do move closely following: So to us thanks Glenn interim view the and committed help the the working question. as leaders team. are board remain And company for with committed on is to management the forward.

have that help can like and to we we [Technical feel the the bar can validation high a our future. we're that efforts With the get sure will holding doing further think up make strong We help us we we in that but there [codes] this create conduct candidates. Difficulty], attract is value of the right this, and continue and we're really the conducted here, work

about we're the it will to goes we get I and with team. But are well. good make that. we're So good working also closely Glenn sure time We're the and making we're sure taking feeling confident individuals,

executing. the possible. right have now, capabilities we like and feel we're we we're need we bar to keep And high candidates best and get the So going the

Operator

at no back to further showing like Higgins in I'd closing I'm turn questions to this Michael for call time. remarks. queue the

Michael Higgins

the made to feel you, our you looking some as we -- forward the nice business continue morning, Okay. future. We're excited We over up last this and the move excited transaction forward. the to we've about only your about months, the to like interest progress particularly we're date keeping attention everyone, in that but Well, thank for for not and announced we really you Voyager.

a us you So care. thanks, out stay follow-up day. and and we future. Have Take if questions have to in please great reach will touch, any the in

Operator

for concludes you participation. this Ladies Thank again presentation. and gentlemen, today's once your

You may now disconnect.

Voyager Therapeutics (VYGR) 8 Mar 222021 Q4 Earnings call transcript