Pharma BD Deal Intelligence

Novartis AG / Voyager Therapeutics Inc.

2023 · Licensing/Option · $1.3B · Complete

Outcome grade pending — assessed 5 years post-close.

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The coverage arc

Mar 28, 2023 BioPharma Dive Bullish

Novartis has agreed to pay Voyager Therapeutics up to $1.3 billion for access to novel AAV capsids the biotech has developed through its TRACER platform. The…

Mar 28, 2023 STAT News Bullish

Voyager Therapeutics has landed its second Big Pharma capsid-licensing pact in a month, agreeing to provide Novartis with access to its TRACER AAV capsids for…

Jan 02, 2024 GlobeNewswire (Voyager Therapeutics) Bullish

Voyager Therapeutics entered a strategic collaboration and capsid license agreement with Novartis Pharma AG to advance gene therapies for Huntington's disease…

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Voyager Therapeutics entered a capsid license agreement and strategic collaboration with Novartis (announced January 2, 2024) to advance AAV gene therapies for Huntington's disease (HD) and spinal muscular atrophy (SMA) using Voyager's TRACER capsid platform. Voyager received $100M upfront ($80M cash plus a $20M equity investment in newly issued shares) and is eligible for up to $1.2B in preclinical, development, regulatory and sales milestones, plus tiered royalties on TRACER-enabled products (total potential value ~$1.3B). Novartis takes worldwide rights to the HD gene therapy (Voyager leads preclinical; Novartis leads clinical development and commercialization) and target-exclusive TRACER access for the SMA program, which Novartis develops and commercializes.

Key facts

Related deals — scored

DealYearValueOutcome
Novartis AG / Voyager Therapeutics Inc. (this deal)2023$1.3B
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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