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wwwbeaconintelligenceWade2025
ALookintotheRNADeals
&CompaniesLandscape
Copyright:HansonWade2025
SeniorResearchAnalyst
IoanaPanait
CopyrightHansonWade202523rdJuly2025
3
CopyrightHansonWade2025
Overview:mRNADeals
Agenda
StrategicCollaborations&FinancingDeals
PreclinicallyActiveCompanies
CopyrightHansonWade2025
ThemRNA-FocusedDeal
Landscape
4
5
CopyrightHansonWade2025
ToplineOverviewofmRNADeals
mRNADealmakingActivity2020-2025
Financingdealshavereduced
innumberovertheyearsasthe
newmRNAusecasesare
provingtoberiskier
33
H12025TotalDeals
$5bn
250
Partnership&collaborationdealssurgein2022followingmRNAvalidationin2020-2021
NumberofDeals
200
M&Adealsremain
steadythroughout
150
100
48
theyears
60
22
H12025
45
TotalDealValue
34
49
105
120
98
50
65
12
19
0
$2bn
2020
Financing
2021202220232024
DealAnnouncementDate
2025fosar
H12025
TotalUpfrontCash
M&A
Partnerships&CollaborationsLicensingAgreement
6
CopyrightHansonWade2025
StrategicCollaborations
PartnershipandLicenseDealsbyDrugHighestPhaseofDevelopment
2016-20192020-20222023-2025
200
180
Significantlymorelicenseand
collaborationdealssignedat
preclinicaldrugdevelopmentstage
160
NumberofDeals
DealsbyAssetType
140
120
100
80
57%collaborationdealspost-2020focusonenablingplatformstech
60
40
20
0
PreclinicalEarlyPhase1Phase1Phase1/2Phase2Phase2/3Phase3Phase4
7
CopyrightHansonWade2025
StrategicCollaborations
100%
90%
PercentageofDeals
80%
70%
60%
50%
40%
30%
20%
10%
0%
CollaborationandLicenseDealsbymRNAModality
202020212022202320242025sofarAnnouncementDate
Thenumberofdeals
involvingcompaniesthat
developmRNAtherapeutics
issteadilyincreasing
since2020
Since2023,over50%of
developersinvolvedin
partnershipand
collaborationshaveatleast
onemRNAtherapeuticin
thepipeline
mRNAVaccinesmRNATherapetuics
8
CopyrightHansonWade2025
Financing
ThereisahighnumberofSeriesAdealsbefore2020,rising
higherbetween2020-2023
SeriesFundingRounds
2016-20192020-20232024-2025
60
$61M
Thenumberoffinancingdeals
50
40
30
isdecliningsince2024,but
totalinvestmentinthespace
NumberofDeals
remainspromising.
$103M
Thereisashifttowardsinvestingin
$45M
qualityoverquantity,withhigher
investmentinclinicallyvalidated
platformsoverfrequentlowvaluedeals.
$74M$116M
20
$75M
10
$182M
$63M
$26M
$175M
$18M
$58M$107M
0
SeriesASeriesBSeriesCSeriesDSeriesE
AnnouncementDate
9
CopyrightHansonWade2025
PreclinicallyActiveCompanies
ActiveBiopharmaCompaniesinPreclinicalStages
560+activebiopharmacompanies
200
180
intheoverallRNAfieldareyetto
reachclinicalstages
160
NumberofCompanies
Majorityofactivebiopharma
140
companiesactiveatpreclinical
stagesaremRNAdevelopers
120
100
80
184
Thepreclinicalpipelinedepth
161
promisesawaveoffuture
collaborationsacrosstheRNAsector.
60
40
94
65
20
1716
0
ASOcircRNAOtherOligo
mRNARNAigRNA-Mediated
GeneEditing
Thankyou
MAKEFASTER,BETTERDRUGDEVELOPMENTDECISIONS
IoanaPanait
SeniorResearchAnalyst
AREVIEWOFTHEmRNA-BASEDDRUGDEVELOPMENTLANDSCAPE
ClinicalDevelopment,13:45-14:15
beacon.support@
www.bea
CopyrightHansonWade202523rdJuly2025
AReviewofthemRNA-Based
DrugDevelopmentLandscape
IoanaPanait
Copyright:HansonWade2025
SeniorResearchAnalyst
CopyrightHansonWade202523rdJuly2025
CopyrightHansonWade2025
ContentSources
TM
ConferenceReports&Abstracts
NewspapersAndOtherMediaSites
Government&
RegulatoryOrgs
ScientificJournalsAndPublications
Press
Releases
Patents
ClinicalTrialRegistries
CompanyReports&Presentations
BeaconRNACuration&Sourcing
HumanCuration
Allpublicdatafrom
40,000+sourcescuratedbyhand
24-48hrwindowfromdatapublicationto
curation&entry
Uniquecoverageofearly-stagepipeline&preclinicaldata
Uncovering30%more
datafrompublicdomainsources
DrugRecords
?ModalityRelatedTechnologyInformation
?PreclinicalData
?RegulatoryAnnouncements
?Licensing&AssetHistory
?Milestones&DevelopmentTimelines
TrialRecords
?ClinicalReadouts
?StudyDesign
?Arms
?TrialLocations
?PatientData
Reports&Analysis
?TopicalLandscapeOverviews
?ConferencePre-Planners
?PostConferenceReports
Deals&CompanyData
?CompanyProfiles
?Partnership&LicensingDeals
?FundraisingActivities
?CompanyPipelines
13
CopyrightHansonWade2025
Overview:mRNAClinical&TherapeuticSpace
Agenda
TheDiseaseLandscape&TargetedDelivery
RegulatoryInsights
CopyrightHansonWade2025
ThemRNATherapeutic&
ClinicalLandscape-Where
AreWeNow?
14
15
CopyrightHansonWade2025
TheClinicalmRNASpace
250
200
NumberofmRNATrials
150
100
50
0
mRNATrialsInitiatedOverthePastDecade
198
151
118
91
45
31
30
1611
2019
17
2024H12025
13
129
2018
11
7
2016
6
2020
161311
1
2017
202120222023
mRNAVaccinesmRNATherapeutics
16
CopyrightHansonWade2025
TheRNAFieldNow
StatusDistributionofTheRNATherapeuticLandscape
2500
46%
304
Inactive
2000
278
39%
NumberofDrugs
Inactive
1500
900
366
877
40%
341
Inactive
1000
675
-8
144
418
+1
617
126
500
-5
402
-143
-107
-153
0
gRNA-MediatedGeneEditing
OligonucleotideApproved
mRNA
Discontinued
PreclinicallyActiveClinicallyActive
17
CopyrightHansonWade2025
TheActivemRNALandscape
NumberofDrugs
ClinicallyActivemRNATherapies
2500
2000
366
1500
StatusDistribution
UndisclosedMessengerRNA
22
mRNA-EnhancedCellTherapy
24
Self-AmplifyingRNAVaccine
34
Non-AmplifyingRNAVaccine
259
mRNA-BasedProteinReplacement
20
mRNA-BasedAntibodyProduction
4
341
050100150200250300
NumberofDrugs
1000
675
617
PreclinicallyActiveMessengerRNATherapies
-5
UndisclosedMessengerRNAmRNA-EnhancedCellTherapy
Self-AmplifyingRNA(saRNA)VaccineNon-AmplifyingRNAVaccine
mRNA-BasedProteinReplacementmRNA-BasedAntibodyProduction
500
-153
0
mRNA
DiscontinuedPreclinicallyActiveClinicallyActiveApproved
287
200
31
60
64
20
050100150200250300350NumberofDrugs
18
CopyrightHansonWade2025
DiseaseLandscape:WhereAreWeNow?
DiseaseLandscape2020vs2025
700
600
NumberofDrugs
500
400
300
200
82
90
100
25
2512
15
15
0
2020
19
CopyrightHansonWade2025
DiseaseLandscape:WhereAreWeNow?
DiseaseLandscape2020vs2025
700
657
601
600
NumberofDrugs
500
400
88%85%
300
200
96
100
72
67
12
8290
65
15
100
25
25
15
0
20202025
20
CopyrightHansonWade2025
PreclinicalResearch
PreclinicalDataformRNAVaccines
PK/PD
Toxicity
Efficacy
InVitro
DataAvailable
PreclinicalDataformRNATherapeutics
PK/PD
Toxicity
Efficacy
InVitro
DataAvailable
PreclinicalDataformRNA-LNPDrugs
PK/PD
Toxicity
Efficacy
InVitro
DataAvailable
21
CopyrightHansonWade2025
TheLNP&OtherDeliverySystems
LipidNanoparticle
Liposomal
ExtracellularVesicles
PolymerNanoparticle
AAV
PolypeptideLipidNanoparticle
MostFrequentlyLeveragedDeliverySystems
98
524
12%
22
4
163
97
83
1
10
0100200300400500600700800900
NumberofDrugs
Pre-2025InactivePre-2025ActiveDuring2025
22
CopyrightHansonWade2025
TheLNP&TargetedOrgans
LipidNanoparticle
22352498
Oher
Liver
25%
23%
Spleen
7%
TargetOrgan
ImmuneCells20%
Lungs
12%
CancerCells13%
23
CopyrightHansonWade2025
ClinicalmRNALandscape
mRNATrialInitiationAcrossDifferentDiseaseSectors
200
178
180
160
140
135
NumberofTrials
120
93
89
74
86
100
66
51
47
80
60
36
31
20
34
40
24
20
20
20
16
3
2018
12
2016
17
2017
20
8
6
0
2020
2022
2023
2021
20242025
2019
InfectiousDiseaseOtherDisease
Cancer
24
CopyrightHansonWade2025
TargetedDiseasesperTrial
DiseasesInvestigatedperTrialAcrossDiseaseSectors
600
491
35%44%39%
TrialResultsTrialResultsTrialResults
500
NumberofTrials
400
335
300
200
170
55
2Other
100
463140
0
CancerInfectiousDisease
1diseasepertrial2-5diseasespertrial5+diseasespertrial
25
CopyrightHansonWade2025
PhaseDistribution
PhaseDistribution-Cancer
140
120
100
80
60
40
20
0
EarlyPhase1PhasePhase2PhasePhase3
Phase11/22/3
140
120
100
80
60
40
20
0
PhaseDistribution-InfectiousDisease
EarlyPhase1PhasePhase2PhasePhase3
Phase11/22/3
PhaseDistribution-Other
140
120
100
80
60
40
20
0
EarlyPhase1PhasePhase2PhasePhase3
Phase11/22/3
600
NumberofTrials
500
400
300
200
100
0
491
335
170
4055
2
4631
CancerInfectiousDiseaseOther
1diseasepertrial2-5diseasespertrial5+diseasespertrial
CopyrightHansonWade2025
RegulatoryInsights
26
27
CopyrightHansonWade2025
TrialLocations
TrialLocationsofActivemRNACancerVaccineTrialsInitiated2024-2025vs2020-2023
Europe:141
66%
NorthAmerica:69
Asia:73
38%
74%
Oceania:21
32%
SouthAmerica:31
53%
PoweredbyBing
?AustralianBureauofStatistics,GeoNames,Microsoft,Navinfo,OpenPlaces,OpenStreetMap,OvertureMapsFundation,TomTom,Zenrin
28
CopyrightHansonWade2025
TrialLoc
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