How Will You Compete in the RNA Therapeutics Race?
A new wave of innovation is coming. Pharma companies need to determine the role they will play in shaping it.
The Nobel Prize in Medicine has been awarded to Victor Ambros and Gary Ruvkun who discovered microRNA and its role in the regulation of genes.
The two scientists discovered a new principle of gene regulation that is contributing to the development of drugs to treat cancer and heart disease, as well as neurological conditions such as Alzheimer’s disease and Parkinson’s disease.
“It’s time for major pharma companies to double down on building knowledge and capabilities, and consider acquiring licenses for drugs and clinical-stage assets that have shown promise to impact large populations,” says Jorge Vazquez Anderson, a partner at BCG who is also an RNA scientist.
“Many major pharma companies have already invested, it is time for them to do it more decisively.”
Novel therapies and medicines typically begin by tackling rare diseases, and RNA therapies have followed this pattern.
There are already existing RNA technologies that are commercially viable and in use:
The COVID vaccines helped establish broader proof of efficacy and safety, and RNA-based therapies are now starting to address diseases that impact much larger numbers of people.
MicroRNA is a subset of other RNA technologies and an example of the acceleration of the RNA innovation wave.
Clinical trials of treatments based on microRNA are already in progress for cancer, heart disease, and neurodegenerative disorders.
RNA is the ribonucleic acid present in living cells that carries instructions coded in DNA to make proteins. Until recently, it was considered a mere messenger, but now many regulatory functions have been discovered too. MicroRNAs as therapeutics agents are an example of harnessing these regulatory properties. MicroRNAs can disrupt a disease from damaging or distorting cells by binding to messenger RNAs.
“MicroRNA takes the efficacy of potential drugs to the next level by tackling multiple genes at once,” says BCG Managing Director and Partner Shana Topp who specializes in cell and gene therapy manufacturing.
“RNA also has other advantages over other gene therapies: It is simpler from a manufacturing standpoint. And, as demonstrated by the rapid development of COVID vaccines, it is easier and simpler to predict how an RNA molecule will behave. This can accelerate lead times to design and develop drugs.”
There are three key challenges when working specifically with microRNAs:
These challenges have two major implications for drug development and manufacturing:
“Specialist firms are leading the way at present, especially when it comes to IP, talent, and development knowhow,” Topp says.
“To take advantage of this wave of innovation, industry players should develop a strategy to build the required capabilities, either through acquisitions, partnerships, or internal investments.”
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