Investor Series: Opportunities in RNA Therapeutics Market (mRNA Therapeutics and Vaccines, RNAi Therapeutics, and RNA Aptamers)

RESEARCH METHODOLOGY

The data presented in this report has been gathered via secondary and primary research. For all our projects, we conduct interviews / surveys with experts in the area (academia, industry and other associations) to solicit their opinions on emerging trends in the market. The information is primarily useful for us to draw out our own opinion on how the market will evolve across different regions and technology segments. Wherever possible, the available data has been validated from multiple sources of information.

The secondary sources of information include:
Annual reports
Investor presentations
SEC filings
Industry databases
News releases from company websites
Government policy documents
Industry analysts’ views

The insights presented are solely based on our knowledge, research and understanding of the relevant market, as inferred from various primary and secondary sources of information.

CHAPTER OUTLINES

EXCEL DELIVERABLES

Spreadsheet I include details on the companies captured in the report, along with their respective products. It also features proprietary company health indexing analysis, value proposition analysis, insights from a detailed company competitiveness analysis and a list of industry stakeholders that were deemed to be likely targets for mergers / acquisitions, in the near future. In addition, the deliverable includes a summary dashboard, featuring interactive graphical representations of key insights generated from the data collated.

Spreadsheet II features a summary dashboard, including interactive graphical representations of some of the key insights related to the capital investments made in the RNA therapeutics domain (since 2011).

Spreadsheet III showcases our proprietary company valuation analysis, wherein we have developed a proprietary model to extrapolate publicly information (related to valuation of specific companies) to develop informed estimates of the likely value of a company.

Spreadsheet IV is a collection of multiple MS Excel sheets that provides summary of insights generated from a detailed fundamental and technical financial analysis, of publicly listed ventures in the innovator companies’ dataset.

Spreadsheet V offers our independent perspective on the various types of risks (namely operations-related risks, business-related risks, financial / asset-related risks, product / technology-related risks, industry specific risks, and other risks) that the publicly listed ventures are presently exposed to; it includes a summary heat map representation that provides a pictorial perspective of the diversity and level of risks (as per our opinion), as well.

Spreadsheet VI includes publicly available information on the investments made by selected investors in companies that are now publicly listed. Based on the aforementioned data, we have offered a perspective on the likely returns on investments received by the mentioned investors.

Spreadsheet VII is a summary MS Excel dashboard, offering detailed graphical representations of the contemporary and future opportunity associated with the RNA therapeutics market.

POWERPOINT DELIVERABLES

Chapter 1 provides a brief summary of the content presented in the report, beginning with the trends associated with the rapidly growing RNA therapeutics market. Further, some of the key benefits associated with RNA therapeutics, have been presented. Finally, the chapter provides an overview of the current scenario, offering a perspective on how, in light of recent funding activity, the market is likely to evolve over the coming years.

Chapters 2 and 3 features a brief (pictorial) summary of the project objectives and approach used for data collection and analysis, in this study.

Chapter 4 features an executive summary of the key insights generated from the data and analytical outputs presented in the report.

Section I: Introduction to RNA Therapeutics and Innovators Landscape

Chapter 5 presents an introduction to RNA therapeutics, highlighting the background about the origin and evolution of this domain, along with benefits of such therapies. It features the key application areas of RNA therapeutics and vaccines, along with opinions of experts, describing various benefits of these therapies, and anticipated future challenges. Further, it includes information on some of the key players that are engaged in this domain. The views presented in this chapter are backed by inputs from representatives of key stakeholder companies (as stated in publicly available articles and validated through primary research). It concludes with a discussion on the prominent barriers to the development and success of RNA therapeutics.

Chapter 6 focuses on some of the innovators (companies established post-2007) and features a detailed analysis of such companies. Further, this section highlights important company related details, such as year of establishment, headquarters, company size, and type of venture.

Chapter 7 includes information on the various products developed by the companies captured in the report (listed in Chapter 6). Further, it features analysis based on number and types of therapy. Based on the aforementioned insights and details presented in Chapter 6, we have developed a quantitative perspective on the relative health (based on the company details, product portfolio, financing activity and estimated revenues and profits) of the different innovator companies.

Chapter 8 offers an informed perspective on the apparent value proposition of the companies captured in the report (listed in Chapter 6). Based on multiple relevant inputs (as inferred from publicly disclosed value statements), namely therapy-related aspect, developer-related aspect, technology-related aspect and patient-related aspect, we developed an empirical framework to quantify the value proposition of a business.

Chapter 9 features a detailed company competitiveness analysis, offering a quantitative basis for comparing the developers of RNA therapeutics captured in this report. It is worth mentioning that the analysis described in this section is based on a proprietary scoring criterion, which was informed via our company health indexing and valuation exercise.

Section II: Analysis of Investments and Company Valuation

Chapter 10 offers insights from a detailed analysis of the funding and investment activity in this domain, since 2011. It includes category-wise financing trends, describing the relative maturity (in terms of number of funding instances and total capital raised) of the innovator companies discussed in the report.

Chapter 11 features a proprietary basis for estimating the relative valuation of private companies, among the innovators discussed in this report. It is worth mentioning that the aforementioned estimations were based on information gathered via secondary research, for a sample set of companies. Key inferences drawn from the sample set were extrapolated to generate valuation estimates for all companies in the dataset.

Section III: Financial Analysis and Assessment of Business Risks

Chapter 12 is modelled in the likeness of an equity research report. It features a review of the overall RNA therapeutics market from a financial perspective and includes detailed fundamental (insights from the balance sheet and key financial ratios) and technical analysis (insights from historical and recent stock price variations as well as analysis using popular stock performance indicators) of financial data of publicly listed companies within the innovators landscape dataset.

Chapter 13 includes detailed profiles of the prominent public ventures engaged in the development of RNA therapeutics. Each profile features a brief overview of the company, details on its management team, insights from its balance sheet (if available), information on product portfolio, a section on recent developments and key financial details (including company investment highlights, company fundamental and company technical analysis).

Chapter 14 includes a case study on business risk assessment, offering insights encompassing several known categories of risk; these include operations-related risks, business-related risks, financial / asset-related risks, product / technology-related risks, and industry specific risks and other risks (social, economic, environmental and political risks).

Section IV: Market Forecast and Opportunity Analysis

Chapter 15 features an insightful market forecast and opportunity analysis, highlighting the estimated current and future size of the overall RNA therapeutics market, during the period 2023-2035. The opportunity has been segregated based on type of therapy (miRNA therapies, siRNA therapies, mRNA therapies, mRNA vaccines and RNA aptamers), therapeutic area (infectious diseases, metabolic disorders, oncological disorders, genetic disorders, and other disorders), route of administration (intramuscular, intravenous, intranasal and other routes of administration) and key geographies (North America, Europe, Asia, Latin America, Middle East and North Africa, and rest of the world).

Section V: Analysis of Returns on Investment and Key Acquisition Targets

Chapter 16 includes a case study wherein the investors have exited various RNA therapeutics-based ventures, offering insights on returns on investment received (based on availability of data). The abovementioned estimates / details offer a perspective on how past investments have paid off for investors as company gradually went public, over time.

Chapter 17 offers insights from a proprietary analysis that leverages inputs from the startup health indexing and value proposition analysis (described in Section I), to offer qualitative recommendations on companies that are likely to be perceived as key acquisition targets.

Chapter 18 provides a pictorial summary of the overall project, presenting insights on the market landscape, funding and investment activity, value proposition, key acquisition targets and the market opportunities in RNA therapeutics domain, across different global regions.

Chapter 19 is a set of appendices, that contains the table of contents, list of figures, tables, companies and organizations mentioned in the report.