Three insights into the RNA technology space

Network analysis can be helpful in analyzing growing market spaces where the relationship landscape is evolving. One such space within the pharma industry is RNA technology. This space may be seeing an acceleration in partnerships due to the success of the mRNA COVID vaccine, leading more pharmaceuticals to invest more time and resources into research with respect to RNA applications and technology. Here, we’re exploring the relationship landscape in this space in three different insight areas.

Nature of partnerships. Partnerships in the form of research collaborations, grants, and license agreements between RNA startups and big pharma companies have been increasingly popular. For example, Genentech (a member of the Roche Group), AstraZeneca, Sanofi, and Eli Lilly and Company are some examples of large pharmaceutical companies who have been active with regard to partnering with RNA startups such as Vertex Pharmaceuticals, Skyhawk Therapeutics, CureVac, Dicerna, and MiNA Therapeutics. Many strategic relationships in this space cover research and commercialization, like the one shown below:

Strengthening of relationships. As players in this market compete, network analysis can also show how they strengthen relationships over time. One such example is Sanofi’s partnerships with RNA startups that transitioned into acquisitions, such as with Tidal Therapeutics and Translate Bio. By aggregating relationships over time, we can see where relationships are strengthening or the nature of the relationship has changed:

Interconnectedness of large players. It is also important to note that there are several relationships among the big pharma companies too, including Moderna Therapeutics and BioNTech, who have partnered with several other large pharma companies with regard to RNA research. Overall, RNA research and therapeutic development has proven to be a rapidly growing area of research, evident by the pharmaceutical community’s growing interest and network building in the area. One unique feature of this network is the connected circle of large companies via their first and second degree connections, showing that large competitors in this space are also collaborators.

RNA startups’ documentation of their partnerships with large pharma companies (as well as research collaborations with universities and institutes, which are not included in this analysis) is very thorough, as these partnerships are at the core of their company. This is also demonstrated by earlier RNA startups that are still evidently searching for partnerships on their website. Additional analysis in this space could include a further search for established RNA startups looking for partners, along with their existing academic partner networks.

About Centrly

Centrly’s unique approach to market intelligence uses network visualizations to contextualize B2B relationships in the market. By identifying and mapping these B2B relationships, we provide insights that are difficult to find elsewhere. If you’re interested in how we can help you understand emerging market spaces and identify potential partnership targets, drop us a line.

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