This publication has been discontinued on September 9, 2011.
Abstract
Ribonucleic Acid (RNA) Therapeutics - Strong Potential to Address Unmet Needs
in Pharma
Summary
GBI Research, the leading business intelligence provider, has released its
latest research “Ribonucleic Acid (RNA) Therapeutics - Strong Potential
to Address Unmet Needs in Pharma”, which provides insights into the
unmet needs in the pharmaceutical and healthcare market and potential segments
where RNA therapies can prove to be useful. This pharma report also delves
deep into the market potential that RNA therapies hold in the future. Further,
it provides insights into the R&D pipeline and the promising drugs. The study
elucidates the current competitive landscape of the RNA therapeutics market.
Finally, the report deals with key trend analysis on mergers and acquisitions,
and licensing agreements involving RNA therapies.
This report is built using data and information sourced from proprietary
databases, primary and secondary research and in-house analysis by GBI
Research’s team of industry experts.
Scope
The scope of this report includes:
- Detailed market characterization
including evaluation of market potential, annual cost of therapy and treatment
usage patterns
- Key technologies that have created significant impact on
research and development of RNA therapeutics
- Key factors that can
drive the RNA therapeutics market potential
- Key risks and issues
associated with various RNA therapies
- Competitive landscape of RNA
therapeutics market. The key companies studied in this report are Antisense
Pharma GmbH, Lorus Therapeutics, Isis Pharmaceuticals, Alfacell Corporation,
Genta Incorporated, Atlantic Healthcare, Alnylam, OPKO, Oxford BioMedica,
Dicerna Pharmaceuticals, Silence Therapeutics plc, Cequent Pharmaceuticals,
Inc and Santaris Pharma.
- Key M&A activities and licensing agreements
that have taken place between 2008 and 2009 in the RNA therapeutics market.
Reasons to buy
The report will aid business development and marketing executives in
strategizing their product launches and help venture capitalists to identify
promising small and medium sized enterprises. It will allow you to
- Build
effective strategies to launch pipeline products by identifying potential
geographies
- Exploit in-licensing and out-licensing opportunities by
identifying products that will fill the portfolio gaps
- Develop key
strategic initiatives by studying the key strategies of top competitors
-
Identify potential SME companies that hold a lot of promise
- Reinforce
R&D pipelines by identifying new target mechanisms which can produce first in
class molecules with more efficiency and better safety
Table of Contents
1 Table of Contents
1 Table of Contents 3
1.1 List of Tables 6
1.2
List of Figures 7
2 RNA Therapeutics: Introduction 8
2.1 GBI Research
Report Guidance 8
3 RNA Therapeutics - Introduction to Ribonucleic
Acid (RNA) 9
3.1 What is RNA Therapy? 9
3.1.1 RNA is the Key for
Protein Synthesis 9
3.2 Blocking Translation of mRNA Inhibits Protein
Biosynthesis, the Key for Cell Proliferation 10
3.3 Role of RNA in
Pharmaceutical Industry 10
3.3.1 Upstream Action of RNA Therapies Make
them more effective Than the Existing Biologic Therapies 10
4 RNA
Therapeutics - Overview on RNA Technology 12
4.1 Antisense RNA
12
4.1.1 Therapeutic Objective 12
4.1.2 Issues with Antisense RNA
Therapy 12
4.1.3 Solutions Developed to Overcome Issues 14
4.2 RNA
Interference Technology 15
4.2.1 siRNA 15
4.2.2 Micro RNA 16
4.2.3
Issues with Interfering RNA Therapy 17
4.2.4 Soultions Developed to
Overcome Issues 19
4.3 RNA Therapies Are Expected To Create Significant
Impact on the Current Therapies After They Enter the Market 22
4.3.1
Current Therapies in the Market Are Expected to Witness Strong Competition
from RNA Therapies Once They Enter the Market 22
4.3.2 RNA Therapies Have
Created a Significant Impact on Major Funding Institutions Such As Venture
Capitalist Firms and Private Equity Firms 22
4.3.3 The Impact of RNA
Therapies on Patients Is Expected To Grow Gradually Since Patients Would
Switch Over Only After RNA Therapies Pass through Proof-Of-Concept Studies
22
4.3.4 RNA Therapeutics Has Already Made a Significant Impact on Large
Pharmaceutical and Biotech Companies 23
4.4 Key Challenges Such As Lack of
Effective Delivery Systems are Holding Back RNA Therapies from Entering the
Market 23
5 RNA Therapeutics - Market Characterization 24
5.1
Market Potential 24
5.2 Target Sales Volume 25
5.3 Annual Cost of
Therapy 26
5.4 Technology Adoption Framework 27
5.4.1 RNA Technology
has the potential to meet Unmet-needs in Major Diseases 27
5.4.2 RNA
technology Failed in Proof-of-concept Studies 27
5.4.3 Lack of awareness
among patients as well as physicians is embracing the adoption of RNA
Technology 28
5.4.4 RNA therapies, launched till now, failed to pass
through proof-of-concept studies 28
5.5 RNA Therapeutics Market Drivers
28
5.5.1 Dual Mechanism of Action is the Major Factor Driving RNA
Therapeutics Market Potential 28
5.5.2 Failure of Conventional Therapies
in Curing Chronic Diseases has Created High-unmet Needs 29
5.5.3 Major
Break-through Technologies in RNA Research and Development Opened-up New
Markets 30
5.5.4 Increased Funding on RNA Research by Major Countries such
as the US and Europe 30
5.6 RNA Therapeutics Market Restraints 30
5.6.1 Many RNA Therapies are Failing at Phase III Clinical Development 30
5.6.2 The Characteristics of RNA Structure make them Vulnerable to Human
Enzymes 31
5.6.3 Lack of Effective Delivery Technologies That can Deliver
RNA therapies to the Target Site are making RNA Therapies Ineffective 31
5.6.4 RNA therapies can cause potential side-effects and off-target effects
31
6 RNA Therapeutics - Market Description 32
6.1 SWOT Analysis
32
6.1.1 RNA Therapies Hold a Competitive Edge over Conventional Therapies
Due to Their Gene Silencing Ability 32
6.1.2 Although RNA Therapies Have
the Potential to Cure Diseases, Few Drawbacks Such As Instability and
Off-targets are Holding Them from Displaying Desired Efficacy Levels 32
6.1.3 Abundant Opportunities in Terms of Unmet Needs Exist for RNA Therapies
in Chronic disease Conditions Associated with Genetic Mutations and Protein
Overexpression 33
6.1.4 Similar to RNA Therapies, Other Treatments such as
Stem Cell Therapies Are Also in Research and Development, and These Therapies
Can Pose a Threat to RNA Therapeutics Market Potential 33
6.2 Porters Five
Forces Analysis on RNA Therapeutics 33
6.2.1 Threat of Substitutes 33
6.2.2 Threat of Potential Entrants 34
6.2.3 Bargaining Power of Suppliers
34
6.2.4 Bargaining Power of Buyers 34
6.3 PEST Analysis 35
6.3.1
The US 35
6.3.2 The Top five Countries in Europe 36
6.3.3 Japan 37
6.4 Funding 38
6.4.1 US 38
6.4.2 Europe 39
7 RNA Therapeutics
- Competitive Landscape 40
7.1 Key Players 41
7.1.1 Antisense
Pharma GmbH 41
7.1.2 Lorus Therapeutics 42
7.1.3 Isis Pharmaceuticals
43
7.1.4 Alfacell Corporation 44
7.1.5 Genta Incorporated 45
7.1.6
Atlantic Healthcare 46
7.1.7 Alnylam 46
7.1.8 OPKO 50
7.2
Promising Companies Developing RNAi under Collaborations with major Companies
51
7.2.1 Oxford BioMedica 51
7.2.2 Dicerna Pharmaceuticals 53
7.2.3 Silence Therapeutics plc 53
7.2.4 Cequent Pharmaceuticals, Inc
54
7.2.5 SantarisPharma A/S 54
8 RNA Therapeutics - R&D Pipeline
Analysis 56
8.1 Strategic Pipeline Assessment 56
8.2 Profiles of Key
Late-Stage Drugs 59
8.2.1 Mipomersen 59
8.2.2 Bevasiranib 59
8.2.3
LOR-2040 60
8.2.4 Genasense 60
8.2.5 Trovax 61
8.2.6 Trabedersen
61
8.2.7 Onconase 62
8.2.8 Alicaforsen 62
8.3 Insights into Most
Promising Drugs 63
8.3.1 Mipomersen 63
8.3.2 LOR-2040 63
8.3.3
Genasense 64
8.3.4 ProSavin 65
8.3.5 Trovax 66
8.3.6 Trabedersen
66
8.3.7 Onconase 67
8.3.8 Alicaforsen 68
9 RNA Therapeutics
- M&A Landscape 70
9.1 Big Pharmaceutical Companies Relentlessly
Attempting to Unlock RNA therapy Potential 70
9.2 Influx of Huge Venture
Capitalist Funding into Small and Medium Biotech Companies Venturing into RNA
Therapeutics Development 71
9.2.1 Dicerna Pharmaceuticals 71
9.2.2
Cequent Pharmaceuticals 71
9.2.3 Prosensa 71
9.2.4 Cylene
Pharmaceuticals 71
9.3 High Value Collaborations involving RNA Therapies
71
9.3.1 ISIS Pharmaceuticals 71
9.3.2 Alnylam 72
9.3.3 Silence
Therapeutics and AstraZeneca 72
9.3.4 Santaris Pharma and Wyeth
Pharmaceuticals 72
9.4 Large Pharmaceutical and Biotechnology companies
are vying for major acquisitions in the RNA Therapeutics Market 72
9.4.1
Thermo Fisher Scientific and Open Biosystems 72
9.4.2 Roche and Mirus Bio
72
9.5 R&D Licensing Agreements 73
9.5.1 Deals by Phase 73
9.5.2
Deals by Geography 73
9.5.3 Deals by Licensing Type 74
9.5.4 Deals by
Value ($) 75
9.5.5 Discovery/Development 75
9.5.6 Preclinical 80
9.5.7 Phase I 81
9.5.8 Phase II 81
9.5.9 Phase III 82
10 RNA
Therapeutics: Appendix 83
10.1 Market Definitions 83
10.2
Abbreviations 83
10.3 Research Methodology 84
10.3.1 Coverage 85
10.3.2 Secondary Research 85
10.3.3 Primary Research 86
10.3.4
Forecasts 86
10.3.5 Expert Panel Validation 88
10.4 Contact Us 89
10.5 Disclaimer 89
10.6 Sources 89
1.1 List of Tables
Table
1: RNA Therapeutics, Global, siRNA and shRNA Delivery Options, November 2009
20
Table 2: RNA Therapeutics, Global, Market Potential ($ m), 2005-2015
25
Table 3: RNA Therapeutics, Global, Diagnosis Population, 2011-2015
26
Table 4: RNA Therapeutics, Global, Antisense Pharma R&D Pipeline,
November 2009 42
Table 5: RNA Therapeutics, Global, Lorus Therapeutics R&D
Pipeline, November 2009 43
Table 6: RNA Therapeutics, Global, Isis
Pharmaceuticals, R&D Pipeline, November 2009 44
Table 7: RNA Therapeutics,
Global, Alfacell Corporation, R&D Pipeline, November 2009 45
Table 8: RNA
Therapeutics, Global, Genta Inc., R&D Pipeline, November 2009 45
Table 9:
RNA Therapeutics, Global, Alnylam, InterfeRx Licensing Agreements, November
2009 47
Table 10: RNA Therapeutics, Global, Alnylam, Licensing Agreements,
November 2009 48
Table 11: RNA Therapeutics, Global, OPKO, Bevasirnanib
Development History, November 2009 51
Table 12: RNA Therapeutics, Global,
OPKO, Antisense Drugs Pipeline, November 2009 51
Table 13: RNA
Therapeutics, Global, Oxford BioMedica, R&D Pipeline, November 2009 53
Table 14: RNA Therapeutics, Global, Silence Therapeutics, R&D Pipeline,
November 2009 54
Table 15: RNA Therapeutics, Global, SantarisPharma, R&D
Pipeline, November 2009 55
Table 16: RNA Therapeutics, Global,
Discovery/Development Stage Drugs Licensing Agreements , 2008-2009 78
Table 17: RNA Therapeutics, Global, Preclinical Drugs Licensing Agreements ,
2008-2009 81
Table 18: RNA Therapeutics, Global, Phase II Drugs Licensing
Agreements, 2008-2009 82
Table 19: RNA Therapeutics, Global, Phase III
Drugs Licensing Agreements, 2008-2009 82
Table 20: RNA Therapeutics,
Global, Currency Conversion Rate, 2006-2008 83
1.2 List of
Figures
Figure 1: RNA Therapeutics, Global, Biosynthesis Process of
Proteins 9
Figure 2: RNA Therapeutics, Global, Process of Blocking
Synthesis of Disease-causing Proteins 10
Figure 3: RNA Therapeutics,
Global, RNA Taxonomy 12
Figure 4: RNA Therapeutics, Global, Issues with
Antisense RNA, November 2009 13
Figure 5: RNA Therapeutics, Global,
Antisense RNA Drug Delivery Options, November 2009 14
Figure 6: RNA
Therapeutics, Global, RNA interference Pathway 15
Figure 7: RNA
Therapeutics, Global, Applications of RNAi-based Therapeutic Agents, November
2009 16
Figure 8: RNA Therapeutics, Global, miRNA Gene Silencing Pathway
17
Figure 9: RNA Therapeutics, Global, Issues with Interfering RNA,
November 2009 18
Figure 10: RNA Therapeutics, Global, siRNA Key Drug
Delivery Technologies, November 2009 21
Figure 11: RNA Therapeutics,
Global, Impact Analysis, 2009 22
Figure 12: RNA Therapeutics, Global, Key
R&D Steps Where RNA Therapies are Failing 23
Figure 13: RNA Therapeutics,
Global, Market Potential ($ bn), 2005-2015 24
Figure 14: RNA Therapeutics,
Global, Diagnosis Population (million), 2011-2015 25
Figure 15: RNA
Therapeutics, Global, Indicative Pricing of RNA Therapies, 2009 26
Figure
16: RNA Therapeutics, Global, RNA Technology Adoption Framework 28
Figure
17: RNA Therapeutics, Global, Cost Vs Unmet Needs Comparison of Key Drug
Classes 29
Figure 18: RNA Therapeutics, Global, Drivers and Restraints of
Market Potential, 2009 30
Figure 19: RNA Therapeutics, Global, SWOT
Analysis 32
Figure 20: RNA Therapeutics, Global, Porter’s Five
Forces Analysis 34
Figure 21: RNA Therapeutics, Global, US PEST Analysis
35
Figure 22: RNA Therapeutics, Global, Top Five Countries in Europe, PEST
Analysis, 2009 36
Figure 23: RNA Therapeutics, Global, Japan, PEST
Analysis, 2009 37
Figure 24: RNA Therapeutics, Global, US Medical Research
Funding Framework, 2009 38
Figure 25: RNA Therapeutics, Global, Expected
Competition from Exisiting Therapies 40
Figure 26: RNA Therapeutics,
Global, RNA Therapies Benchmarking Against Monoclonal Antibodies 41
Figure
27: RNA Therapeutics, Global, R&D Pipeline Segmentation by Phase of
Development, November 2009 56
Figure 28: RNA Therapeutics, Global, R&D
Pipeline Segmentation by Therapeutic Class, November 2009 57
Figure 29:
RNA Therapeutics, Global, R&D Pipeline Segmentation by Company, November 2009
58
Figure 30: RNA Therapeutics, Global, Preclinical Development Duration
Comparison, November 2009 59
Figure 31: RNA Therapeutics, Global, Key M&A
Activities Involving RNA Therapies, 2008-2009 70
Figure 32: RNA
Therapeutics, Global, Major Licensing Agreements By Phase, 2008-2009 73
Figure 33: RNA Therapeutics, Global, Major Licensing Agreements By Geography,
2008-2009 74
Figure 34: RNA Therapeutics, Global, Major Licensing
Agreements By Deal, 2008-2009 74
Figure 35: GBI Research Methodology
85
Figure 36: GBI Research Market Forecasting Model 88
