VYGR Voyager Therapeutics Inc

$VYGR $RARE ULTRAGENYX PHARMACEUTICAL APPROVAL — First gene therapy for Sanfilippo syndrome type A approved for pediatric patients Why it matters: AAV9 validates pediatric CNS gene delivery. Signal: 🟢 BULLISH

$VYGR not a lot of attention on this one but I'm hoping for an exit around 2.70...AS OF RIGHT NOW. $APLD $ORBS

$VYGR Back in, both legs. Said I'd wait and see how it developed. It developed... $2.73 this morning, down through the $3.00 shelf that held all summer. Biotech tape has been brutal and this one didn't get spared. Bought a nice chunk of common today at $2.73. Sold the Jan-27 $3.00 puts at $0.95 on 9/18. • Strike $3.00 • Credit $0.95 • Cost basis if assigned: $2.05 The puts are a 46% return on net capital at risk if they expire worthless. If they don't, I own more at $2.05... roughly 25% under today's tape. Either outcome works. Difference from the July trade: that one expired in Oct, clean of any catalyst. This one runs through Jan, which means it carries the Q4 tau PET readout. I'm not selling time anymore, I'm selling the event. Priced it that way going in. Nothing about the thesis changed. Tau, two programs, cash into 2028. What changed is the price. Now let's go! Giddy up.

$VYGR First buy signal since September 2nd. Hope good news flow out of PET imaging data.

$VYGR The market is saying the anti-tau antibody would not be effective to slow down Alzeimer' progress. and they will discontinue as it cannot beat UCB's.