What is driving the RNAi Therapeutics market, where are the
pockets of value creation, and where are the risks?
The 'RNAi Therapeutics
Investment Guide 2013' will answer these questions and more. The Guide should be particularly useful for
the following audiences:
1) Drug developers which consider investing in RNAi
Therapeutics drug development;
2) Drug developers already engaged in RNAi Therapeutics
development to help position themselves in the competitive market place;
3) RNAi Therapeutics investors, especially those in the
public markets to understand the market place dynamics and to help identify
investment opportunities.
42 pages.
Table of Contents
Abstract
Table of Contents
1. The RNAi Therapeutics Opportunity
2. RNAi Therapeutics History
A. The Geek
Phase (2002-5)
B.
Irrational Exuberance (2005-8)
C. Doubts
and Despair (2008-11)
D. Revival
(2011-present)
3. RNAi Therapeutics in 2013
A.
State of the (RNAi Delivery) Art
i.
SNALP
ii. Dynamic
PolyConjugates
iii.
GalNAc-siRNA Conjugates
iv.
Self-delivering RNAi Triggers
v.
Viral Delivery
B. The RNAi Trigger IP Landscape in
2013
C. Sector Tailwinds
i. RNAi Therapeutics Hits Sweet
Spot of Secular Drug Development Trend
ii.
RNAi Therapeutics as Part of Oligonucleotide Therapeutics Resurgence
D. RNAi Therapeutics Deal Dynamics
in 2013
E. Clinical Trial Catalysts in 2013
i.
TKM-PLK1
ii.
ALN-TTR02
iii.
ALN-TTRsc
iv.
RXI-109
v.
ARC520
vi.
Cal-1
4. Potential Pitfalls
5. Outlook Beyond 2013
6. Company Profiles
A.
Publicly Traded Pure Plays
i.
Alnylam
ii.
Arrowhead Research
iii.
Benitec
iv.
Bioneer
v.
ISIS Pharmaceuticals
vi.
Marina Biotech
vii.
RXi Pharmaceuticals
ix.
Silence Therapeutics
x.
Tekmira Pharmaceuticals
B.
Big Pharma Players
i.
Merck
ii.
Novartis
iii.
Takeda
iv.
Other Big Pharmas, Including AstraZeneca
C.
Privately Owned Pure Plays
D. Other RNA
Therapeutics Companies and Technologies
Extra: The Business of RNAi Therapeutics 2013 (slide
presentation).
Extra: Presentation slides.
Keywords: Alnylam,
Arrowhead Research, Benitec, Marina Biotech, RXi Pharmaceuticals, Silence
Therapeutics, Tekmira, Merck, Novartis, Big Pharma, SNALP, DPC, GalNAc,
conjugates, self-delivering RNAi triggers, Dicer-substrates, nucleic acid
modifications, TTR amyloidosis/ALN-TTR, HBV/ARC520, PCSK9/hypercholesterolemia,
PLK1/cancer, RNA Therapeutics, antisense-mediated gene knockdown, intellectual property, orphan diseases, liver, safety.
Pricing
Drug development companies up to 10 employees: 250 Euros/300
US dollars
Drug development companies over 10 employees: 500 Euros/600
US dollars
Other companies (e.g. financial institutions and investment
funds): 400 Euros/500 US dollars
University libraries: 95 Euros/120 dollars
Individuals (private use only): 95 Euros/120 US dollars
Prices exclude 19% VAT for German customers (corporate and non-corporate) and non-corporate customers in the European Union.
Payments either by bank transfer or paypal.
Payments either by bank transfer or paypal.
When ordering, the following information is required:
Full name and address
Use (corporate, individual etc)
Billing name and address if different
Order by contacting me at myfirstname.mylastnameATgmail.com
My first name: dirk; my last name: haussecker
My first name: dirk; my last name: haussecker
I believe the time - end of march -is perfect. March could be very busy and productive for ARWR...
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