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Utdrag:
Interestingly, analysis of recent deals shows that interest in mRNA is not limited to development of mRNA-based vaccines or therapeutic platforms; there has also been significant activity in related technologies and manufacturing capabilities.
In recent years however, larger pharma companies have been entering the field either through partnering or acquisitions.
Given the importance of the delivery system for mRNA vaccines and therapies, a number of mRNA focussed companies have entered into partnerships with companies specialising in delivery technology,
We have set out below a selection of collaboration and licence deals relating to mRNA from this year (2021). Given the excitement surrounding the field of mRNA research and its broad potential applications, we expect to continue to see a healthy pipeline of collaborations and licence partnerships in coming years.
The recent success of mRNA vaccines, which has demonstrated both the safety and efficacy of the technology in the fight against COVID-19, has triggered a wave of interest in mRNA. This trend is illustrated by the significant number of mRNA related partnerships, acquisitions and fundraisings we have seen over the past year, including in manufacturing and related technologies. Research and development on mRNA, which had previously been concentrated in a cluster of smaller biotech companies, is increasingly becoming a key element of the pipeline of a number of large pharma companies and mRNA focussed biotech companies. As such, companies such as Moderna and BioNTech have seen their valuations soar.
Whenever there is significant activity in any sector of the market, there are always rumours of a market bubble. With that in mind, it is important to remember that, despite the swirling excitement, mRNA is still a nascent field. The fight against COVID-19 has been an important proving ground for the technology, but if mRNA is to live up to its much vaunted potential, we will need to see positive results coming out of clinical trials for other indications. While the early pace of development in the mRNA field was slow (see our article on the history of mRNA research here), given the current level of investment and momentum in the field, we expect we will find out sooner rather than later if mRNA really is ushering in a new era of genetic medicine.
https://www.bloomberg.com/news/articles/2021-09-13/chinese-firm-buys-canada-mrna-vaccine-tech-in-500-million-deal
