NON-VIRAL DRUG DELIVERY SYSTEMS MARKET(2035)
The domainiscurrentlydominatedbythepresenceofsmallplayers(40%).Examplesinclude(in alphabetical order, based in North America), Acuitas Therapeutics, XXX, XXX, Carmine Therapeutics and Sisaf. This is followed by very small players, which represent nearly 30% of thetotalindustryplayers.
Moreover, the majority of small players (35%) are present within the North American and European regions, followed by very small players (24%) and mid-sized players (20%). It is interesting to note that 65%oftheplayerswereprivatelyheldfirmsfollowedbythefirms(35%) whicharepublicorganizations.\
Even though non-viral drug delivery systems are being offered by players based all across the globe, most of the players engaged in this domain (52%) are headquartered in North America, followedbyEurope,Asia,MiddleEastandNorthAfrica,andtherestoftheworld.
Further, a largeportion(44%)ofplayerswereestablishedbetween2005to2015,thisisfollowed by companies (37%) established post 2015, which could be considered as an assured entry of a greater number of players showing interest in the intracellular non-viral drug delivery domain,
thereby providing a larger scope of research, development and collaboration related to the intracellulardeliveryofnon-viraltherapies.
It is worth noting that, the majority of the non-viral drug delivery systems deliver biologics (71%) intracellularly, this is followed by the technologies which deliver both small molecules and biologics (26%) intracellularly Examples of such technologies include Biopact™, XX, DeliverEX™,XX,XXandNuvec®.
Based on our research, it was evident that DNA (XX) and RNA (XX) was the most preferred payload to be delivered intracellularly Majority of the technologies preferred conjugation (XX) as type of interaction with biologics to be delivered, this is followed by encapsulation (XX), co-administration(XX)andOthers(XX).
Further, nanoparticle (XX) was the most used type of vehicle for the delivery of therapeutic payloadstothetargetsitefollowedbyoligonucleotideandcellpenetratingpeptides,extracellular vesiclesandothers.
IN ORDER TO OUTSHINE THEIR PROPRIETARY OFFERINGS, DEVELOPERS ARE KEEN TO INTEGRATE ADVANCED TECHNOLOGIES AND INNOVATIONS THAT CAN ATTRACT A WIDER AUDIENCE
In order to determine the relative competitiveness of non-viral drug delivery systems providers, we focused on relative strength of thecompaniesbasedontheirportfoliostrength,in terms of (type of biologics delivered and type of interaction), partnership strength (numbers of partnerships established, year-wise trend, local / international and intercontinental / intracontinental partnerships, type of partnerships, therapeutic area, payment portfolio and type ofbiologicsdelivered)
Additionally, the insights on company competitiveness have beenpresentedintheformofa2*2 matrix, with the company’s experience (abscissa) on the x-axis, competitiveness (ordinate) on they-axisandtypeofmoleculedeliveredonthez-axis.
As per our proprietary scoring criteria, Arcturus Therapeutics emerged as the most prominent player based on its competitiveness score. The company claims to offer XX technology. Examples of other prominent very large players in this market include (arranged in decreasing order of competitiveness)CodiakBiosciences,XXX,ethrisandXXX.Itisworthmentioningthat themajorityofthefirms(XX%)inthispeergrouparebasedinNorthAmerica.
OVER 1,100 PATENTS HAVE BEEN FILED / GRANTED FOR INTRACELLULAR DRUG DELIVERY; BOTH INDUSTRY AND NON-INDUSTRY PLAYERS ARE ACTIVELY INVOLVED IN SUCH EFFORTS
The increasing interest of several stakeholders in the development of intracellular drug delivery has led to the expansion of intellectual capital associated with the advancementsinthisdomain. A number of patents have been filed by companies / individuals / organizations,engagedinthis marketspace,inordertoprotectnovelintellectualpropertygeneratedwithinthisfield.
Majority of the patent assignees are industry players; however, over the past few years, the contribution of academic players in the overall patentfilingactivityhasincreasedevidently.Itis interesting to mention that since 2017, thenumberoffiledandgrantedpatentshasincreasedata CAGRofoverXX%.
During our research, we observed that the majority of the patents XX (54%) related to intracellular drug delivery systems have been granted and the number of patent applications is XX(43%)followedbyotherswhichincluderesearchreportsandamendedpatentsXX(2%).
According to our proprietary patent valuation analysis (performed by taking several relevant parameters into account such as patent type, patent age, number of citations and geographical reach),nearly1%ofpatentshaveahighrelativevaluationclassification(CategoryI).
THE PARTNERSHIP ACTIVITY IN THIS INDUSTRY HAS WITNESSED A GROWTH RATE OF OVER 57% IN THE PAST SEVEN YEARS; IT IS WORTH NOTING THAT MAJORITY OF THE DEALS HAVE BEEN SIGNED IN THE LAST 2-3 YEARS
Over the past few years, players engaged in the domain of non-viral drug delivery have signed various partnerships aiming for efficient intracellular delivery of drugs. Duringourresearch,we observed that the majority of the partnership deals (42%) were technology licensing deals followedbytechnologyevaluationagreements(20%).
Additionally, this market has witnessed seven instances of acquisitions andmergersinthegiven time period. This trend reflects that companies are continuouslystrivingtoexpandtheirexisting serviceofferings.
During our research, it was noticed that themaximumnumberoftechnologiesinthepartnership deals were focused on delivery of RNA (XX) to the targetsitefollowedbyDNA(XX).Notable examples of companies delivering RNA as biologics in this market space include (in reverse chronological order) agreements signed between InnoRNA and Beigene (July 2022), Acuitas TherapeuticsandXXX(May 2022)andXXXandBioNTech(April 2022).
In terms of geographical regions, the majority of the agreements related to non-viral drug delivery were signed between companies located in similar regions (32% in North America and 18% in Europe).
DRIVEN BY THE INCREASING ADOPTION OF NON-VIRAL DRUG DELIVERY TECHNOLOGIES IN THE HEALTHCARE SECTOR, WE ANTICIPATE THE GLOBAL NON-VIRAL DRUG DELIVERY SYSTEMS MARKET FOR HEALTHCARE TO GROW AT AN ANNUALIZED RATE OF ~14%, TILL 2035
The global demand for biologics currently holds the largest share (XX%) in the non-viral drug delivery domain and is expected to show a similar trend in the coming years. Further, the nanoparticle and extracellular vesicles emerged as the star as per the BCG matrix during our research. It is also interesting to note that the polymerhasalowgrowthratebutahighermarket share.
Hence, it is considered as the cash cow in the current time. The ongoing research for various types of technological modifications is expected to lead to thedevelopmentofnewergeneration of non-viral drug delivery systems that are anticipated to hold a significant share in the future market.t
The global demand for biologics currently holds the largest share in the non-viral drug delivery domain. However, the demand for small molecules in the long term is anticipatedtoincreaseas the new advances inthemedicalfieldwouldsoonallowtheintracellulardeliveryofdrugsorally. Hence,themarketforsmallmoleculesisanticipatedtogrowatarateofXX%till2035.
