米国RNAi市場の現状と将来展望

Abstract

Executive Summary

Since its discovery in 1998 by two scientists, the naturally occurring RNA interference effect has been hailed as the hottest technical breakthrough in biological research in the last decade. It may even surpass PCR as a top technology. RNA interference allows scientists to silence the expression or effect of a gene being studied. Known simply as RNAi, this field has rapidly emerged as a fast growing new market. Much like the go-go times of 1999, VC investments in 2003-2005 have produced a growing new crop of interesting RNAi companies.

This report assesses this emerging commercial market and maps the players on the market landscape. The initial companies produced reagents and kits for the biological research reagents market to support basic and applied research in academia, government and industry. A number of companies decided to take the long road to develop therapeutics. Others have developed drug delivery approaches for emerging RNAi therapeutics.

Some companies have decided to focus on offering RNAi based target validation products or services for drug discovery or to companies like big pharmas or biotech drug discovery firms. Other companies are trying other approaches such as making libraries or databases of the results of their experiments. This content or related service may help researchers see the big picture faster at lower cost.

This research report is designed for people that include marketers, business development, top executives, investors, VCs, consultants, R&D managers, entrepreneurs and etc. Detailed tables or figures provide key data about items such as strategic alliances, M&As, market size, segments and the like. This report includes 21 company profiles that provide the reader a snapshot of the companiesO focus or activities.

Table of Contents

1. US RNAi Market & Business Models

• 1.1 Overview of RNA Interference
  • 1.1.2 Double Stranded RNA (dsRNA)
  • 1.1.3 Short interfering RNA; Small interfering RNA (siRNA)
  • 1.1.4 Short Hairpin RNA (shRNA)
  • 1.1.5 DNA-directed RNAi (ddRNAi)
  • 1.1.6 MicroRNA (miRNA)
• 1.2 Current US RNAi Market & Key Customer Applications
  • 1.2.1 The Current US RNAi Market
  • 1.2.2 RNAi as a Tool for Conventional Drug Discovery
  • 1.2.3 RNAi as a Tool for Conventional Drug Development
  • 1.2.4 RNAi as a Tool in Basic Research
  • 1.2.5 RNAi as Therapeutics
• 1.3 Competitive Landscape
  • 1.3.1 Market Map of Major Players 19
  • 1.3.2 Major Players by Focus Segment and Product Strategy
  • 1.3.3 Research Finding & Analysis
    • 1.3.3.1 Market Leaders
    • 1.3.3.2 Future Promised Application, Trend
    • 1.3.3.3 Strong Technology: Big Picture
    • 1.3.3.4 Best Business Model & Product Development Strategy

2. Alliance and M&A Activities

• 2.1 Analysis of RNAi Alliance and M&A Activities, 2003 to Nov-2005
• 2.2 RNAi Alliances and M&As (2003 to Nov-2005)
• 2.3 Legal: Intellectual Property and Regulatory Approval
  • 2.3.1 Intellectual Property
  • 2.3.2 Regulatory Approval
• 2.4 Researcher Finding: Companies to Watch for Future R&D
  • 2.4.1 RNAi Technology Companies on the Move
  • 2.4.2 Big Pharma is Starting to Get Involved in RNAi

3. Market Assessment and Trends

• 3.1 Total US RNA Interference (RNAi) Market Size 2004-2009
• 3.2 US RNAi Market by Segments
  • 3.2.1 RNAi Market By Application Segments
    • 3.2.1.2 RNAi in Basic Research
    • 3.2.1.3 RNAi in Drug Discovery
    • 3.2.1.4 RNAi in Drug Development
    • 3.2.1.5 RNAi Therapeutics
  • 3.2.2 RNAi Application Segment Market Shares, 2005 & 2009
  • 3.2.3 RNAi Market By Major Disease Segments
    • 3.2.3.1 Cancer
    • 3.2.3.2 Infections 54
    • 3.2.3.3 Metabolic
    • 3.2.3.4 Eye disease
    • 3.2.3.5 CNS
    • 3.2.3.6 Respiratory
    • 3.2.3.7 Inflammation
    • 3.2.3.8 Bone Diseases
    • 3.2.3.9 Blood Disease
    • 3.2.3.10 Cardiovascular
  • 3.2.3.11Diagnostics, Skin Conditions and Others
  • 3.2.4 Major Disease Segment Market Shares (%), 2005 & 2009
  • 3.2.5 RNAi Market By Product Segments
    • 3.2.5.1 RNAi Reagents & Related Services
    • 3.2.5.2 RNAi Delivery Tools & Devices
    • 3.2.5.3 Assay Systems
    • 3.2.5.4 Cell Lines & Related
    • 3.2.5.5 Discovery Techs, Services & Drugs
    • 3.2.5.6 Genomewide RNAi HT/ HC Screening Tools
  • 3.2.6 RNAi Product Segment Market Shares (%), 2005 & 2009
• 3.3 Key Trends/ Future Directions
  • 3.3.1 Big Pharma Starting to Get Involved in RNAi
  • 3.3.2 Advances Made in Dealing With Off-target Effects
  • 3.3.3 Little Is Known about microRNA Functionality
  • 3.3.4 Direct Delivery of RNAi-based Drugs
  • 3.3.5 Systemic Delivery of RNAi Drugs
  • 3.3.4 RNAi Future Direction Timeline

4. Activities of RNAi-Based Companies

• 4.1 RNAi in Basic Research (5)
• 4.2 RNAi in Drug Discovery (5)
• 4.3 RNAi Drug Development & Therapeutics (11)

5. Findings and Suggestions

• 5.1 Review of Findings and Key Trends
  • 5.1.1 RNAi Technology
  • 5.1.2 Competitive Landscape
  • 5.1.3 Alliances
  • 5.1.4 Patents
  • 5.1.5 Market Assessment
• 5.2 Recommendations to Capture Opportunities
• 5.3 Current Status: Products Urgently Needed by RNAi Users in R&D
• 5.4 Future Market Prospects

6. Appendix

• 6.1 RNAi Glossary
• 6.2 Company Contacts

• Table 1. Diseases Targeted by Direct Delivery of RNAi Drugs
• Table 2. Diseases Targeted by Systemic Delivery of RNAi Drugs
• Table 3. Major Players in the RNAi Market
• Table 4. Major Players by Focus Segment and Product Strategy
• Table 5. Summary of RNAi Alliances and M&As, 2003 to Nov-2005
• Table 6. Alliances and M&As, 2005
• Table 7. Alliances and M&As, 2004
• Table 8. Alliances and M&As, 2003
• Table 9. RNAi Related Patent Applications, ' 03-' 05
• Table 10. Key Patents for RNAi Reagents and Drugs
• Table 11. Selected RNAi IP Disputes
• Table 12. RNAi Therapeutics In /(or Near) Clinical Trials
• Table 13. RNAi Technology Companies To Watch for R&D
• Table 14. RNAi Alliances Among Big Pharmas
• Table 15. US RNAi Market Size By Total Revenues ($M), 2004-2009 50
• Table 16. US RNAi Market By Application Segment Revenues ($M), 2004-2009
• Table 17. Application Segment Market Shares (%), 2005 & 2009
• Table 18. RNAi Market By Major Disease Segments, Revenues ($M), 2004-2009
• Table 19. Major Disease Segment Market Shares (%), 2005 & 2009
• Table 20. RNAi Market By Product Segments, Revenues ($M), 2004-2009
• Table 21. Product Segment Market Shares (%), 2005 & 2009
• Table 22. RNAi R&D Unmet Needs - Selected Opportunity Matrix

• Figure 1. Timeline for Key RNAi Technology Developments
• Figure 2. Central Theme of Modern Biology, DNA encodes for Proteins
• Figure 3. The RNAi Process with dsRNA, shRNA, siRNA and RISC
• Figure 4. RNAi R&D Market by Major Applications
• Figure 5. RNAi Related Patent Applications, ' 03-' 05
• Figure 6. New Drug Approval Timeline and Roadmap
• Figure 7. US RNAi Market Size By Total Revenues ($M), 2004-2009
• Figure 8. US RNAi Market By Application Segment Revenues ($M), 2004-2009
• Figure 9. RNAi Application Segment Market Shares (%), 2005 & 2009
• Figure 10. RNAi Market By Major Disease Segments, Revenues ($M), 2004-2009
• Figure 11. Major Disease Segment Market Shares (%), 2005 & 2009
• Figure 12. RNAi Market By Product Segments, Revenues ($M), 2004-2009
• Figure 13. Product Segment Market Shares (%), 2005 & 2009
• Figure 14. RNAi Future Direction Timeline 2005-2009