VYGR - Earnings call 3 2023 | Voyager Therapeutics, Inc.

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Operator

Good afternoon, and welcome to the Voyager Therapeutics Third Quarter 2023 Conference Call. [Operator Instructions] Please be advised that this call is being recorded at the company's request. A replay of today's call will be available on the Investors section of the company's website approximately 2 hours after completion of this call. I would now like to turn the call over to Pete Pfreundschuh, Chief Financial Officer.

You may begin.

Peter Pfreundschuh

afternoon. good and you, Thank

QX Joining over available me our Dr. Dr. Sandrock, moment, turn release issued today Carter, this will press afternoon. I The Al. our the and joining website. call press our We CEO, Officer. is XX-Q Chief is financial us results our release to are Al and Scientific on call XXXX on for Todd a the Q&A In

call, These materially during representatives want Slide prospects statements. to may include statements remind forward-looking are actual uncertain forward-looking I as may future to are All Before these this, forward-looking those statements and that that make cause results subject do I X from everyone by of forward-looking expectations, Voyager noted indicated risks in to uncertainties inherently differ plans. today's and deck. statements and

review You XX-K uncertainties as the company and are the annual encouraged on risks the recent to various SEC. material facing with most the report in and described understand company's filed Form

on As today's report. been risk company's quarterly have Form there to XX-Q, changes are material no described of the filings available SEC in website. our factors filing All report annual on of our the

Al. pleasure the to it Now my is call over turn to

Alfred Sandrock

and afternoon, X. Please by partnerships Slide rationale, Thank start you, Pete, and good like potential. I'd investment pipeline, everyone. platform, to turn to briefly Voyager's reviewing

or CNS, tracer delivery proven The of this capsid the historically delivery nervous gene has platform. platform. the system, Voyager into discovery First, our to is therapies challenging. with challenge solve working central

we the the our relatively brain following families capsids capsids low transduction in at IV believe multiple We neurons. liver CNS have doses multiple robust high novel tropism generated have with [indiscernible] of of demonstrated We are and targeting best-in-class because areas delivery. with

target humans. species also glial across to receptor and We blood an or barrier penetrants and ability is expressed neurons cells, in multiple BBB brain shown identified the have also that

pipeline. Second, our

into in programs which disease, X anti-tau towards filings. through late-stage Alzheimer's X some meeting, an tau time filing IND an showing at value first to clinic of in for is partnered We anticipate early have XXXX. provided research owned sclerosis, of the gene our trials our important disease Alzheimer's slowed disease. the we wholly for advancing CNS encouraged The presented decline. peers for wholly by most therapies potentially data the the we enabled are novel anti-tau We IND half our advance by tau an recent clinical on for owned the including Alzheimer's strengthen and as which our evidence multiple in program These SODX XXXX, therapies the the tracer advanced or and data clinical first our antibody were antibody, cognitive opportunities targeting target by of program for ALS. Behind capsids our lateral amyotrophic therapeutic conviction

to Third, to this most XX non-dilutive alone royalty in our and/or partnering to partnerships. revenue revenue. milestone opportunities more provide achieve patients. with have generated Voyager has importantly, currently programs, year which than partnered generate and $XXX help capsids We data million

expand to other from potential the gene specifically of into medicine. neurogenetic potential, Finally, therapy approaches

with our multiple identified capsid associated have We receptors families.

into am the the reach genetic potential neurogenetic We nonviral blood our medicine. medicines which other shuttle across exploring X receptor the of are to barrier. brain to to expand of we here approaches leverage one call potential I the excited these, of increasingly technology about

X. Slide to Moving

pipeline that this partners. is our doing are The a As wholly quite The by Voyager is top rest the you only efficiently. noted funded we programs at of of are however, slide the advancing robust programs orange in see, we fund. can owned pipeline, so our

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therapy This advance ALS. of SODX mid-XXXX. support selection an We to this our continue candidate gene the program year program IND for is also to before in end for a on development track

disease clinical the therapy As agreement. in towards disease rare and we The completed gene AstraZeneca an license team, a slide. terms of Pfizer. a clinic, toxicology rare from and preclinical more we portfolio licensing development agreement of I move are forward enable September, not thoughtfully for does purchase technologies the within portfolio rare we expertise the undisclosed leave assignment make definitive one had a platform enabling it this novel announced operations. neurologic to In building will license affairs, The regulatory for for before Alexion, Voyager includes and our including program generated tracer gene exclusively the target. impact a capsid potential therapies from disease the note

this We on medicines. partner advancing are public have thrilled to to particularly as program, next-generation genomic a them given commitment their

Turning to Slide X.

execute continues milestones. to Voyager you see, our As on can

Neurocrine, of close secured well $XXX with company and this Novartis XXXX. balance year, the approximately cash as far partnerships is sheet QX in The with our So we on of capitalized million Sangamo.

expect therapy for cash GLP we all Neurocrine selected for Huntington's our launched and the development an and mid-XXXX. equivalents income anti-toantibody disease. collaborations Alzheimer's X And studies programs, reimbursements and expected candidate program We gene [ Alzheimer's interest with early-stage to toxicology ] a disease for X provide disease. into initiated We our marketable and securities, along X runway under for

to our continued forward, we neurogenetic Looking medicines. advance work

ALS a for end lead candidate to gene this expect of program We SODX our therapy year. the by owned wholly identify

proof concept of of to once several to owned more importantly, across for multiple translates As opportunities payments we filings towards into in our multiple and and even begin very disease our Furthermore, XXXX tracer look earn evidence programs. there the to difficult XXXX, human indications. some establish capsids. and/or anticipate milestone these opportunities of This we wholly trials impact see clinical for licensed potential and CNS early biomarker-based collaborative potential is IND

collaboration like continues to programs with Voyager summary, lead and engage our maintaining our the We our while and early clinic active pipeline advance in execution work to platform year happy and regarding programs. you and the platform this keep to continued Voyager any forward employees We arrangements at towards to their to may wonderful we're have. Operator? continue to pipeline. In that, next. potential take robust I'd around forward. With look everything partners questions discussions licensing hard moving for thank

Operator

with Now question line coming first Instructions] [Operator from Lee of Joon the Securities. Truist

Joon Lee

Congrats on the progress.

have it use. needs, or disease-specific discovered, which the which go, you nominating either route have you And that I to genetic the what decide medicine so considerations do use can else? As consider follow-up. you so-called choose as that receptor capsids to something you your X some with are or a Is strategies to you

Alfred Sandrock

start, comments. Thanks, Joon. want and I'll would to I'm add sure some Todd

toolbox I excited So look, core be by capsids look that's -- our are the with going other And could and to we're this about, our we modalities. done we're test as where whether technology, our experiment, medicines, is best first gene speak, so that where modalities of we that the right right options Todd? -- multiple And we can thing you but to seeking. then against genetic -- we're view we experiments doing into very the shuttle have going I for therapy think choose mode brain remains right? are going using think And to the we're options. modality successful, we're right disease will action for ligand receptor And the think headed I as if to it the where multiple point available us. to a more much X. have those we a

Todd Carter

for is, delivery But need whatever need you're the delivery keying dose at and efficacy. tolerable that for I think the and to what in modality safe is a on achieve

showing our capsids deliver low we're the next-gen that is the gen with of at relatively things that broadly we throughout current can One CNS doses.

we're of as single of gene dose and to capsids the and different advantages with targets, different to starting for as but explore [indiscernible] targeting think the advantage from I be a could an there that modalities well. advantages other our delivery modalities, therapy those that

Joon Lee

And Great. milestones your runway months And guidance next what you XX to your provide what's from in expect guidance partnered over in any any assumption? on can XX able we of into X are that programs. included mid-XXXX, cash the

Alfred Sandrock

So for question. Joon, the thanks

think, I you just think for what of today on to guys for guidance runway say sheet. kind be cash And balance that the continue I diligent our in guidance that, be our the we would updated first we a precise bit did we to I very foremost, as is and business. resources to are more

alluded that guidance we runway As and the based not would sitting well you It Al as extend could as further BD as that guidance partnered physically receive upon so additional that we to programs XX alluded know, potentially is earlier our that only cash earlier, have some sheet. the from as well. on milestones Al include potential to any balance that does the

do to potentially licensing looking are and and thoughtful from further very be deals perspective. a to continue We some collaborations

said the the that's guidance It us the runway. does of to So take of we into mid-XXXX. kind regards with middle

obviously, of program. the inflection into we inflection regards first points to with of big on points that clinic this and terms we getting talked in We half year, tau the earnings of as mentioned In call. part about. next milestones, specifically the and milestones plan some

also we XXXX. do with XXXX advancing not that the So both we've SODX talked Neurocrine, regards milestones in IND the that in IND partnerships, programs, some of alluded does getting we past, to then to for and to as about to program as Sangamo would with be filing in advancing X Neurocrine programs X program. and partner with the the clinic. our they And which the referenced in IND associated regards include have obviously, Sangamo filing That some program

road. time So some provide milestones and those during the with around are period. Hopefully, you regards additional forward helps milestones guidance that looking down context that we're that to with also

Operator

question line Baird. our Jack coming Allen with the of And from next

Jack Allen

progress. the of Congratulations these Maybe team updates. some to one first the of the the timing on on

forward a candidate those might out selection I ongoing SODX surrounding see And that how disclosures then as expected candidate? that to as quick should the relates you the then the could studies the about similarly mentioned think program. studies You wondering year, And when end as we when like the follow-up that? preclinical well. a going and for by are I it disclosure we get was have shuttle read of

Alfred Sandrock

to and one. I'll attempt answer second Todd ask question, answer So the the I'll to first let

Todd Carter

Sure.

line. the dates as looking able right to in discovery at stages time yet. of We're to the future, haven't any forward shuttle specific we being given we really and in guidance don't but update to early program, early stage, that's have now. So you its

Alfred Sandrock

we've you we'll on as we know track GLP candidate, let we whether know for we'll if development when when And know. toxicology the start our to identified a announce generally speaking, studies, you the we'll we're program, mid-XXXX. let IND expect not also, and you far As and SODX or announced let in

Jack Allen

recently. ] you questions CTAD move the Great. And give support that the this know or of you relates some it one are evidence giving around the the to the the look to as we tau your you know speak more into this just well. [ was as of antibody. just initial look wondering for taking from And additional meeting IV I as then I I if then the as tower to you rapid program. tau had injections meeting the bring forward via provide formulation clinic? program antibodies was thoughts What them to and could

Alfred Sandrock

Yes.

thanks. Tau disease, continues will anti-amyloid very new the the meeting produce potentially think, hopefully exciting medicines Alzheimer's for after So I that the a validate target to, is think Well, next treatments for I target patients. that

already referring I'm the we seen will imaging. we've to power by tau-fed that I that by ] that, [ certainly, of approach affect saw the the now And think spread knockdown days. it I would I lead look this it meeting clinical as to But a decline, encouraging. of slowing that most numbers, seems small at think data the early still to recently fact

because the I predictable, best us plaques with spread tau to anti-amyloid that's believe also of burden, low the think of or really in that plaques believe, right? interesting it's of many somehow tau. that a formation antibodies And beta seems people amyloid work the I trigger

normal the parts of plaques in aging. -- of But presence brain see in fact, medial amyloid certain when actually in it's that spread in it think appearing of only part brain which have to areas the is the of lobe you actually the pathologic. and you I brain, is start temporal into the how So other

animals an have why quite So have in we spread X of and be quite target, in excited continue the as tau being programs a one seen lead The we to that's we block the actually, oligonucleotide it. [indiscernible], -- by well, then expression knock And of vectorized could approaches robustly. hope tau a the which in also down the that we efficacy the vectorized antisense tau, knockdown a have with some siRNA, tau. seen. approach, We mirror ways tau

Operator

next of coming Olson And line Oppenheimer. with question our from the Jay

Jay Olson

progress. the on Congrats

antibody data how at BIIBXXX ASOs. clinically like Just your modalities on about other you differentiated also just antibodies talk anti-tau be [ follow-up from other anti-tau CTAD. Can and a ] will

Alfred Sandrock

Yes.

down our tau. the all So of vectorized siRNA will of knock expression forms

so it [ result, ways, onetime BIIB we And from BIIB pretty -- will that does. some similar the derived it's tracer proprietary [ different, ] be mechanism our is mirrors our antisense The a tau the ] XX of of be one in end treatment course, think, XX what differentiated will using against capsids. but

So which what antibody will different antibody And deliver to regions think we a to That's intracellular is CNS, to tau, from we get address the will advantage. pretty forms to that the anti-tau spread able with across for tau. of across -- and brain a big we'll don't tau. block which we'll hope the be not much is very believe do think I the multiple antibody, of bind extracellular transduction approach the we a example,

different X one which very and that be which we'll So works approaches be best. great. see would both works, the Could

Jay Olson

I question, had could. a And if Excellent. I follow-up

INDs for plan finance will next in then talk of be anti-tau question since what's cadence trials? Can likely most candidates are clinic subsequent clinical the Assuming to for filing be next you'll antibody, which your And financial just year. you and those your first INDs? IND a you about how the maybe the

Alfred Sandrock

first So let your me with start question.

wholly XXXX, will tau IND the in owned anticipate be IND next we the program for after BY gene in SODX we antibody So therapy program we for ] IND the ALS, which the XXXX. that will anticipate [ file XX in

move that Parkinson's in are then mean. ataxia programs into they have that since by gene them, In program and that an the partners And Friedreich's well. most into X our addition, the at and advanced. those indicated are capsid I ask Neurocrine X we in partners to means you'll that INDs to hope planning partners. has INDs at Sangamo for But don't they plan which planning IND to they have of stream as IND I are therapy know, licenses for without of. certain assume for But Prion all as the select because I indicated XXXX. time our foreseeable they're future the see know ones know their lines. don't pure But with yes, to program And steady some I mean then the they're file other we Voyager we of to programs know that our or move so a XXXX XXXX well.

Jack Allen

then Great. next plans the please you funding Super for could helpful. clinical comment financial And trials on maybe, Peter, year. the if

Peter Pfreundschuh

Yes.

as to the ALS a those and mentioned, funding to building clinic. well just owned the those the we're the where tau as Jay, regards programs advancing -- as then also so IND wholly that are and owned those we're So basis with Al antibody program programs both program. financing our on we're those wholly towards

our to runway So we've we guidance our today. updated and you and modeled of assumption that provided part cash is as that it

-- is that's those to fund and that in on. finance ideas advance So our those clearly

to, financed beauty into programs to milestones but Neurocrine could get If where over Sangamo, come course, our right our balance we'll the runway. With we that, that is XXXX those regards next around have as always couple to about now, of the and and in partner those with step specifically of next off sheet. the Al up forward we that be the regards those are future, programs years, guidance the we modeled are alluded milestones Of to as thoughtful to we as programs. do various and move maybe those decide of partnerships in cash

not runway. financing And our part of so that's and funding overall

to is a I specifically Neurocrine our as one a perspective, of I a becoming think overall piece thing would expense pass-through from and research year-to-date basis. the add that as is development quarterly on expense Neurocrine, on well bigger R&D

some really look we've you research on helps When that basis non-GAAP note, sheet. the much kind that growing back full balance our hopefully our a on information to doesn't basis. understand at a the sit or added of you on quarterly development guys expense release and at earnings so And actually of guidance year how

lot think the our on that's associated balance with kind pass-through that sit of regards look not And partnership. a through to I provides of does So again, with sheet. that that

So hopefully, that helps, jack.

Operator

question And our Laura next with coming from Chico line the Wedbush. of

Laura Chico

load some I respect biomarkers guess was some there I also [ wanted CTAD. novel data And tau to just with circle the back at meeting. to ] showing

Just about be about categorizing of those entry? are patients along out tau thinking how load terms kind Or at curious something . just preliminary would their clinical as of in you curiosity, lines if studies, used? you're of thinking

Alfred Sandrock

lot early-stage Laura. likely BIIBXXX is insist of stages patients, of the the Colburden do at mean, likely because program starting ] I that also with done is to certain Thanks, [ we're on we going terms block in plus spread dementia. want the field is will mirror ] on mylcognitive yes, the of of early with a tau. we of there's antibody people present tau. And time, to of in terms Alzheimer's selection with empowerment a thinking certainly in [ will And the what what we

see sort there's So of we'd stages, of we're tau. those of will back one which a I can And at endpoint I a primary evaluate out in interest, our the the There's are tau like coming the biomarkers. imaging But be for of the how tau antibody. have nothing tau, think see think to Stage will, which That's are in can lot people is terms too probably of ptau which we it I new as we region who of are so a think tile if can spread to pet X, spread you programs with well. early that various if we spread by if visualized biomarkers of imaging on exciting. would what to to like biomarkers, we of probably fed fluid-based anti block And types thinking. evaluate of the also also be at pick block tau, lot ptau, want

Laura Chico

guess, effect beyond you're spreading or or And primary specific to the be just -- of just there to going hoping for advancement evaluating degree super is I of is kind helpful. magnitude threshold That's kind see? of the criteria that, Okay. a then and that you're to

Alfred Sandrock

reduction spreading the one to campus from Well, side the -- our we XX% [indiscernible] approximately other in XX% our campus models. [indiscernible] the in saw animal to other in the

significance we I So house mean relatively sort in will by in to have see be the first the that stage of an then spreading we as think animal I'd a in And the study. small terms statistically clinical of But right significant now, of as experiment, human that. decrease experiment. know then, happy a hopefully,

the of likely brain will tau Somebody out have that. or -- tau consequence between reduction drawn the region in the spreading relationship and clinical figured certain a

actually, entered helpful have the so this first the clinic learn people because being who way, not from be will in sometimes And we can first.

Operator

Our Wells next question line coming with from Yanan Zhu of the Fargo.

Yanan Zhu

separate share the of achieved time wondering signals or couple point and too of ask also too which benefit consistent the these to wanted it function I during about this also these more these mind And tau a want that of observed of on magnitude of signal ] and I can your cognitive with reduction with observed. frame. could to assessment potential whether be on time the have the your better at was CTAD those A spreading [ neuron contribution this the clinical in just presentation that signals consistent on if for compartment little tangles tau. so benefit the I existing was of was the or understand tau you is in questions about neurofibrillary a to benefit

Alfred Sandrock

Thanks, Yanan.

we per group, understand. I in when fully very kind you don't of small patients understand magnitude the think sample premature the to size. So magnitude, be to can a think terms of it'd right? I have XX XX It's really

into a group the be So Also, the choice patients. chosen. it'd that I It's hard. of it's that's first think foray

I multiple matter several So nice that. so I would endpoints. think then the The there's say was it -- seen And different across endpoints. that thing of is

degree to high endpoint. seems there be of regardless So a the of consistency

to been how rather a effect focusing With see an it's across that the focus So of tau uncommon have the you point, of then would on time effect and more outcomes. multiple on clinical a PET the ] effect not on have consistency delayed than magnitude, imaging the on on endpoints. sort [ to respect

think then engagement pharmacodynamic that target on seen you I disease that a neurodegenerative once see. than and and effects, We something kind longer we've to target clinical get effect more engagement. effects effects of this is see even biological an an in on effect takes little the

I the that X they as see some to so does the surprise And fact years effect of not as to had believe, much me. wait,

see you too, drugs within imaging you in -- what would clinical X that's something with that fact, to effect effect. similar months. on amyloid the longer it as well. see I In you say ] PET an takes [ And but ALS amyloid see But see can you

me pretty can terms in that's that PET question, tangles reduce actually the the aggregated surprising the that is the the I is you PET I always something aggregated or specific that's in highly to misfolded of forms you because regions. neurons signal In used and pretty of fact your neurofibrillary tau are in actual interesting, tau. ligands think and at least And for signal hit which you reduction an to darn tau on see think of

it or maybe -- as be be are neurofibrillary more there an tangle. -- maybe It's stage, there's quite end not aggregation of sort intracellular if will, this you that can can removed. and these reversible maybe that So tangles

being we whether BIIBXXX spreading, ]. cells? of think is tau thought. Then a that don't aggregates be seen and are are reversible see, Or of what terms in that once more the in It than with block [ and causes perhaps while these it's both phagocytosis. must you I it the So it's dynamic efficacy reduction

with which hard at have or for whether you far -- it's discern spread to know the that. it Todd, I any spreading data, whether the could as in reduction is cells, discern interference thoughts it's of it's on actual based So least as block concerned, other it the I'm on you don't to hard which

Todd Carter

think I it. covered you've

I think -- data. it's overall, it's early

extremely a still learn. have We lot exciting. it's to think I

Yanan Zhu

it. much to helpful. Very the therapy for first there wondering, differences the would was be But sequence I be the then program of enter targeted. program obviously, the And But to also XXXX. the internal the therapy was X [ different. program, Got the wondering how was obviously, component is example, ] hopefully, -- need obviously in wondering be STAR for cell trigger your different in also type clinic, I program, capsid, gene different to will I depending to tau [indiscernible] is due the gene

So the can leverage gene the wondering gene I'm therapy much [indiscernible] tau first how program just clinic program? in

Alfred Sandrock

it I'm ahead. you go But you because do if did, understand I sure Yanan. fully understood So Todd, question, your not

Todd Carter

Yes.

from is So forward I SODX yes. program. there answer fundamental we I I the question move And mean to different the quickly think but knockdown learnings are think it's fundamentally is, components. can take tau the with

in motoneurons we we So to we motor want select depends well. knockdown, to the cortex cord, or get a like our cord. want current the through SODX, characteristics as lot for we do the about then same and continue the may as capsid to get particular We're spinal the know for about move but not learn may spinal we the the them learning It neurons capsid. and and to along, the and to say, there's We'll tau our capsids something we And for the payload. same brainstem there's programs. capsid the might as we perhaps upon probably select SODX, astrocytes

to spinal how for much is want tau across cord cortex. delivery For less we get broader important a tau. The

we looking but in context. ] different -- [ capsids our things from for So that are

will and certainly there. obviously, terms in with synergies of lot the of of cetera, at different We example, siRNA different promoters we're of just as base knockdown different we different both have in payloads, experience here payload, deleveraging sequence can be sectorizing siRNA, sectorized terms types are we we're that SODX an cell genes. But Voyager, there for opportunity -- for our target. program. terms of as we they targeting Just are you in et the off-target, kinds are siRNA want have to a knowledge the because the the tau and

is, the learn. So I think we will answer

We our are capsids be and transferable, of lot about we'll some employ lot will be whole payloads learning specific. of it our and that. certainly a will all target A disease but

Alfred Sandrock

And -- I add thanks, Todd. would only

for Yes, Now knock don't the care would think. tau, mainly vectorized I the about astrocytes. I I want But too. question, of neuron down understand expression in down we add Todd's that It's right, really much too knocking we the that to both they're siRNA.

homologue. I same for capsids, capsid. would program use different which again receptor that X apply will second. human the that use receptors we is also a the to can the use receptor can different So we'll capsids the that capsids, We know say we learn we a different or the first hope from already same we lot against could

I third and learnings help So and our may that forth from high the so lots second for program of first with there's think potential programs. yes, a us

Yanan Zhu

you're you And I stage Great. what this in That's think mainly wondering can super helpful. question. an lastly, at be quick ask I'm will efforts. to a that discuss in I it is of particular and preclinical evidence? time come interest terms ready at ready could -- is in any interest partnership do there at asset -- was Or receptor time. the milestone pursue any if interested a to a

Alfred Sandrock

with discuss to I'm door's good always look, ready, open. partners, potential Well, Yanan. Yes, partnerships always always ready

vivo of that -- evidence think proof effect do to whole effect, across will and nucleic the a believe, now to want which of macro as you excited. shuttle things, want the a if protein start pursue. -- that to what across produce the receptor If to is brain. brain BBB we it's in including effect a the then across can and if even molecule, desired concept, a in I'm BBB mentioned. about, see things trigger I you biological see bunch targets shuttle what do I the we use or can me, pretty the to that such For okay, and want get we we shuttle as discussions, you partnership that I'm a more we will, leverage acid But pharmacodynamic can potential in And

Operator

Instructions] our question the [Operator line coming with of Canaccord. next Sumant And from Kulkarni

Sumant Kulkarni

are XX the Both tau on antibody.

the you this little how but clinical are into You your to to conceptualizing or potential this more cutoff stage, burden-based related was alluded But patients of at recruit trials? tau any bit, to trial. a to tau-based outcomes a

Alfred Sandrock

thinking that [ but of thinking now, asking? those ] now. with on frac-stage your defined the answer tau progression frac-stage if as [ a Sumant. we're investigators we're well how I'm we be then X [indiscernible] X see want probably to equivalent right was can patients and which I whether frac-stage ], people ], not X you we conceptually [ the or also block honing would lot in experts can Still Stage who it to it that PET Yes. have enroll by doing maybe -- the X of thinking how Is and and as around now. that's what Does it X, that you thinking were about question, will. consulting about we're still That's but imaging

Sumant Kulkarni

think your trial Yes, somewhat, to a will to of is, you to evolve be in do helpful program? follow-up biomarkers inclusion a enough blood-based bit that you little but

Alfred Sandrock

a to X is up helpful. can blood-based frac-stage [ It links ], what blood-based that imagine clarity be starting starting I I as to think biomarker doing with can would us -- which -- be may biomarkers, then that we to patients with imaging to on that doing and taking those the that then have stage. qualify be that based a -- a using they biomarker tau screening test blood-based sure for PET that get patients the and are right blood

easier So see then straining if feasible expensive more tau starting patients. could process, I the select as and a more a and to moving imaging right of cheaper will, you the PET sequential it and to sort tests and blood complex more with

Sumant Kulkarni

of aware any on it. far what are special ones? given your GLP Got know are conventional should studies? relatively considerations we tox then And Or these your be antibody, you there about so

Alfred Sandrock

an by interaction Well, year. that let start earlier this we saying FDA with have did me

Second, that every tau. specific for because there's -- of like it's have one forms does animal is bind all has. normal tau our words, that word In and that I say is conventional would tough it other pathological the things that bodies our of one, not little of in we that very a we antibody

So animal, at in of a tox that to kind do is if it's what's for toxicity, hard wild-type used you typically studies. on-target want which to look

year. for than, imagine and I So next of toxicology that's as track we in But you half first all taken little IND into say, the FDA complicated bit we had account, we're would on that studies. and -- more an interaction conventional we've we've can the a think with our indicated

Operator

Our coming Divya the Cowen. Rao next of question from line from TD

Divya Rao

going proof platform? pursue forward, larger constantly This But out-licensing ongoing. of to those is trial are but lot have later-stage Or Most And more concept of have and the a as Divya those generating guys early are on how for follow-up. it through still then I you TRACER on going in -- can to initiating -- potential be is the stage with discussions discussions answered, maybe before partners identified we Phil. like that talked mine have focus a think been trials? about partnerships a an programs of

Alfred Sandrock

Yes.

type going to created. to partnerships sort programs, course, get absorb as We're And as is -- But go around capsid the further value proof we of to variety to conscious of is for to named now, patients that say well, partner. for would but get you to more that get out want I So arrangements as right more we're as the fact as simple hand, such more and wherewithal, And shareholders concept, deal any there a risk you've question may relatively never about example. licensing other of We anything. We're the to on and GBAX in done more us most talking that seen, to to of of the the partnerships, rule importantly. for program, well we we've partner we we makes of get type to concept financial sense for do increasingly partnership. of I I as your that, of the any look of development, proof open concept. our you think, are we And was, open proof that. before either including that

always So all these about value, -- things, thinking we're it's always risk, cetera. et

Divya Rao

That's it is -- I be all IND just helpful. to it ready tau submitted? the needs everything the on and there studies program, And before putting else to be together. what mostly then Is compiling are with the top guess done done,

Alfred Sandrock

tau... tau our on this Is or knockdown

Divya Rao

[ tau the program, ] IND. -- Yes, DY the with XX

Alfred Sandrock

candidate. development a selected already We've

the And studies. the process just initiated GLP -- in we toxicology so we're of

And half after Obviously, We material an to the want clinical manufacture do studies. we trials the you GLP the have all shortly tox to manufacturing. we're to file to first if human we have that. do started question? enough start have first your clinical track that enough answer we in studies, be and to of Does able next have to on year, for product the

Operator

And will the turn I to over time. remarks. call closing at Dr. any see no Al further questions in back I this queue Sandrock the now for

Alfred Sandrock

Thank for follow Thanks today. if us joining up have to questions. please And you, again. feel free further us directly you everyone, any with

Operator

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

disconnect. now may You

Voyager Therapeutics (VYGR) 6 Nov 232023 Q3 Earnings call transcript