Voyager Therapeutics has entered a strategic collaboration with Novartis to advance gene therapies for Huntington’s disease and spinal muscular atrophy (SMA). Novartis gains a target-exclusive license to utilize Voyager’s adeno-associated virus (AAV) capsids, developed through the TRACER platform, for the two specified diseases. Novartis will lead the development and commercialization of an SMA candidate, while Voyager will oversee preclinical work on a Huntington’s disease candidate, with Novartis taking over during clinical development and commercialization.
Voyager is set to receive $100 million upfront, including $20 million in newly issued equity, and is eligible for up to $1.2 billion in milestone payments based on preclinical, development, regulatory, and sales achievements. Additionally, Voyager will receive tiered royalties tied to global net sales of products utilizing its TRACER capsids. The upfront payment is expected to enhance Voyager’s financial position, extending its runway until mid-2026, according to CEO Alfred Sandrock. The collaboration leverages Novartis’ gene therapy expertise and Voyager’s innovative TRACER capsids, representing a significant step towards developing novel therapies for these debilitating conditions.