Innovation Insights: RNA-targeting Small Molecules

Innovation Insights: RNA-targeting Small Molecules

Summary

The state of innovation in RNA targeting small molecules, a class of drugs that can bind to RNA structures and alter translation patterns, localization, and degradation. The analysis reveals that this is a relatively new innovation area compared to other RNA targeting alternatives. The content explores innovation trends, competitive intelligence, the startup ecosystem, drugs and clinical trials, and investment activity in this field

This report examines the state of innovation in RNA targeting small molecules, a class of drugs that can bind to RNA structures and modify translation patterns, localization, and degradation. The analysis reveals that while this is a relatively new area of innovation compared to other RNA targeting techniques, it has the potential for high long-term impact. The report discusses innovation trends, competitive intelligence, the startup ecosystem, drugs and clinical trials, and investment activity in this field.

The analysis shows that patenting activity in RNA targeting small molecules is slowly increasing, with a significant inflection point expected in 2023. This growth can be attributed to the rise of artificial intelligence (AI) in the drug discovery process, with several companies utilizing AI models for screening RNA targeting small molecules. In terms of indications, oncology is the most common followed by CNS diseases, genetic, and rare diseases.

Among big pharma companies, Roche and Novartis are the only ones with patents in this space. However, it is evident that big pharma companies are actively collaborating with small biotech/startups with RNA targeting platforms. The startup ecosystem in this field is vibrant, with over 35 companies identified. Startups like Remix Therapeutics, Anima Biotech, and Storm are leading the way, exploring modulation of RNA stability, translation, and epigenetic regulation.

The drug landscape for RNA-targeting small molecules is dominated by innovator drugs, with a focus on oncology and central nervous system therapies. Oral administration is the most common route of drug administration. Major players like Skyhawk Therapeutics Inc and Storm Therapeutics Ltd are leading in drug development, particularly in preclinical and phase I trials.

There are currently 68 clinical trials for RNA-targeting small molecules, with F. Hoffmann-La Roche Ltd and Race Oncology Ltd being the top sponsors. Oncology trials dominate, with spinal muscular atrophy (SMA) being the top indication.

Investment activity in this field has been significant, with 178 deals totaling $114.9 billion. Ireland stands out with a major M&A deal worth $85.7 billion. The highest deal volume was observed in 2023, while the highest deal value was observed in 2020. The decline in deals in 2021 followed by a slight increase in 2023 may indicate market adjustments and strategic consolidations. Ireland and the United States are the major geographies in terms of deal values and volume, respectively.

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Investment-Focused Analysis - Our report includes detailed financial deal assessments and funding trends, identifying lucrative opportunities that many reports overlook.

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Key Highlights

• RNA targeting small molecules are a relatively new innovation area compared to other RNA targeting techniques such as antisense oligonucleotides (ASOs) and RNAi.
• Patenting activity in this field is slowly increasing, with a significant inflection point expected in 2023.
• AI is increasingly being used in the drug discovery process, with at least six companies claiming to use AI models for screening RNA targeting small molecules.
• Oncology is the most common indication for RNA targeting small molecules, followed by CNS diseases, genetic, and rare diseases.
• Roche and Novartis are the only two big pharma companies with patents in this space, but many are actively collaborating with small biotech/startups with RNA targeting platforms.
• The startup ecosystem in this field is vibrant, with over 35 companies identified. Remix Therapeutics, Anima Biotech, and Storm are leading the way.
• The drug landscape for RNA-targeting small molecules is dominated by innovator drugs, with a focus on oncology and central nervous system therapies.
• There are currently 68 clinical trials for RNA-targeting small molecules, with F. Hoffmann-La Roche Ltd and Race Oncology Ltd being the top sponsors.
• Investment activity in this field has been significant, with 178 deals totaling US$114.9 billion. Ireland stands out with a major M&A deal worth $85.7 billion.

• Innovation Insights: innovation examples by each use cases segment of various sectors to present key trends.
• Key player: This represents a sample list of key players in each use case highlighted in the report.
• Startups: This represents a sample list of emerging starups in each use case highlighted in the report.
• University: This represents a sample list of leading universities in each use case highlighted in the report.

• Market Intelligence - Gain detailed insights into patents, drugs, clinical trials, and deals, providing a complete landscape of RNA-targeting small molecule therapeutics.
• Stay Ahead of Emerging Innovations - Understand the latest advancements in RNA-targeting small molecule drugs, including mechanisms of action, target validation, and lead compounds.
• Track Competitive Landscape - Analyze the strategies of leading pharmaceutical companies, biotech startups, and academic institutions, ensuring effective competitive benchmarking.
• Identify Investment & Partnership Opportunities - Discover funding trends, licensing deals, and strategic collaborations, helping investors and business leaders make informed R&D and commercialization decisions.
• Optimize R&D Strategy - Leverage key insights into target selection, drug design, and therapeutic applications to enhance your RNA-targeting drug discovery pipeline.
• Data-Driven Decision Making - Make strategic, well-informed business decisions backed by robust data on intellectual property, clinical advancements, and deal-making trends.