Pharma BD Deal Intelligence

Novartis AG / Voyager Therapeutics Inc.

2022 · Licensing/Option · $1.8B · Complete

Outcome grade pending — assessed 5 years post-close.

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The coverage arc

Mar 08, 2022 BioPharma Dive Bullish

Voyager Therapeutics has signed its second major capsid licensing deal with Novartis, a $1.5 billion biobucks agreement that gives Novartis access to TRACER…

Mar 08, 2022 Genetic Engineering & Biotechnology News Bullish

Voyager Therapeutics has granted Novartis target-specific access to its TRACER AAV capsids for CNS gene therapy programs in a deal worth up to $1.5 billion…

Mar 06, 2023 GlobeNewswire (Voyager Therapeutics) Bullish

Novartis exercised its options to license novel capsids from Voyager's TRACER platform for two undisclosed neurologic disease targets; Voyager receives a…

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Voyager Therapeutics entered a license option agreement with Novartis providing target-specific access to Voyager's TRACER AAV capsids for three CNS targets plus options for two more. Voyager received $54M upfront, plus option exercise fees and milestones up to $1.7B and tiered royalties on net sales. In March 2023 Novartis exercised its options to license TRACER-derived capsids for two undisclosed neurologic targets, triggering a $25M option-exercise payment to Voyager, with up to $600M in development, regulatory and commercial milestones for those products plus mid- to high-single-digit tiered royalties.

Key facts

Related deals — scored

DealYearValueOutcome
Novartis AG / Voyager Therapeutics Inc. (this deal)2022$1.8B
Novartis AG / Advanced Accelerator Applications S.A.2017$3.9B98
Novartis AG / Endocyte, Inc.2018$2.1B96
Novartis AG / Lek Pharmaceuticals d.d.2002$876M88
Novartis AG / GlaxoSmithKline plc2014$16.0B81
Novartis AG / PTC Therapeutics Inc.2024$2.9B80
Novartis AG / Chinook Therapeutics Inc.2023$3.5B78

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