VYGR PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d

VYGR ▼ -17.78% at T+20d

NEUTRAL call ✗ call lost -17.78% · α vs SPY -17.80% · entry $4.05 → $3.33

Next anchor: T+60d in 8w

Last close $3.37 (close Jun 8) · -16.79% from $4.05 entry

Entry anchored
May 7, 03:59 PM ET
via Databento tick

T+1d

+1.73%

call +1.73% · α +1.50%

$4.12

settled 5w ago

T+5d

+4.69%

call +4.69% · α +3.23%

$4.24

settled 27d ago

T+20d

-17.78%

call -17.78% · α -17.80%

$3.33

settled 5d ago

T+60d

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call — · α —

—

in 8w

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Executive Summary

Voyager Therapeutics reported Q1 2026 EPS of -$0.47, beating consensus of -$0.53 by 11%, but collaboration revenue of $2.6M missed the $8.8M estimate by 70% as partnerships matured. The company highlighted progress on its tau gene therapy and anti-tau antibody programs, with cash of $172M funding operations into 2028.

Actionable Insight

Monitor the Q2 2026 IND filing for VY1706 and third-party tau data in mid-2026; revenue volatility from partnership maturation is expected; cash runway into 2028 reduces near-term dilution risk.

Key Facts

EPS of -$0.47 vs consensus -$0.53 (beat by 11.3%)
Collaboration revenue of $2.6M, down 60% YoY from $6.5M
Cash, equivalents, and marketable securities of $171.7M at March 31, 2026
VY1706 IND-enabling toxicology completed; FDA IND submission on track for Q2 2026
Tau PET imaging data for VY7523 expected H2 2026

Financial Impact

EPS beat of $0.06 per share, but revenue miss of $6.2M

epsrevenue

Risk Factors

Collaboration revenue may continue to decline as programs mature
Clinical trial delays could push milestones past H2 2026
Dependence on partnership reimbursements for R&D funding

Market Snapshot

Exchange

Nasdaq

Sector

Biological Products, (No Diagnostic Substances)

Analyst Consensus

94% bullish (18 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3290505

11 reports for VYGR

T+1T+5T+20T+60

75% Hit rate 3 of 4 directional calls best @ T+60▲ +7.94%Feb 24, 2026

Filters

Reports for VYGR — sortable, filterable
	Type				Now
Jun 1, 2026 8d ago	8-K BULLISH ★ 5/10	$3.79 $3.33	▼ −12.14%	▼ −9.39%	$3.37 (−11.08%)
May 16, 2026 24d ago	ANALYST-UPGRADE NEUTRAL ★ 1/10	$5.45 $5.07	▼ −6.97%	▼ −9.88%	$3.37 (−38.17%)
May 13, 2026 27d ago	Press Release BULLISH ★ 6/10	$4.15 $3.48	▼ −16.14%	▼ −14.99%	$3.37 (−18.80%)
May 7, 2026 4w ago	Press Release NEUTRAL ★ 4/10	$4.05 $4.24	▲ +4.69%	▲ +3.23%	$3.37 (−16.79%)
Apr 27, 2026 6w ago	Press Release NEUTRAL ★ 5/10	$3.77 $3.88	▲ +2.92%	▲ +1.23%	$3.37 (−10.61%)
Apr 21, 2026 7w ago	8-K NEUTRAL ★ 3/10	$4.14 $3.74	▼ −9.66%	▼ −9.72%	$3.37 (−18.60%)
Apr 16, 2026 7w ago	ANALYST-UPGRADE MIXED ★ 7/10	$3.96 $4.04	▲ +2.02%	▲ +1.04%	$3.37 (−14.90%)
Apr 16, 2026 7w ago	ANALYST-UPGRADE MIXED ★ 6/10	$3.96 $4.04	▲ +2.02%	▲ +1.04%	$3.37 (−14.90%)
Apr 16, 2026 7w ago	ANALYST-UPGRADE MIXED ★ 6/10	$3.96 $4.04	▲ +2.02%	▲ +1.04%	$3.37 (−14.90%)
Feb 24, 2026 15w ago	Insider Cluster BEARISH ★ 6/10	$3.78 $4.07	▼ −7.67%	▼ −8.70%	$3.37 (+10.85%)

US Market Status

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