- - Patent Intelligence: who owns the freedom to operate, and where the platform race is headed next.
- - Clinical & Commercial Intelligence: who's leading the pipeline, and who's positioned to win in the clinic.
Part 1 and Part 2 together
Fill this in and it lands in your inbox in seconds.
As oligonucleotides move beyond rare disease into common indications, two forces are deciding who wins: platform IP across chemistry, delivery, and the 2027-2036 expiry wave, and market execution across trials, sponsors, and licensing.
What patent intelligence reveals about the next wave of platform competition
Why a single sequence patent no longer explains an estate built on delivery, conjugation and process claims.
Where chemistry and manufacturing innovation is concentrating, and why extrahepatic delivery is the biggest whitespace left.
What the patent cliff opens up, a watchlist of assets to track, and how China-based filers are moving on the same technologies.
What clinical and commercial intelligence reveals about the next phase of market competition
682 trials by modality: ASO leads the pipeline at 313, but CRISPR has overtaken siRNA on new-trial count.
A year of deals by structure, stage and therapeutic area, and who is buying versus originating.
Delivery beyond the liver, manufacturing as a strategic constraint, and China as both market and early signal.
What the data shows
Trials analysed, 2017-2026. CRISPR has already overtaken siRNA on new-trial starts.
Patent records expiring 2027-2036, mapped to the assignees holding them.
Approved drugs across ASO, siRNA, aptamer and CRISPR. The modality is no longer a rare-disease niche.
Every move that mattered, month over month
Twelve months of licences, collaborations and acquisitions, tracked in Synapse. Capital is following validated assets, delivery technology and tissue access.
Large pharma buying into CNS-directed siRNA before extrahepatic delivery is settled.
China-originated asset moving into a Western platform company on upfront alone.
One of the year's largest upfronts for a preclinical CNS silencing programme.
Novartis pays the year's largest siRNA upfront to a China-based originator.
Editing moves into rare metabolic disease with a European commercial partner.
Priced antibody–oligonucleotide conjugates as a delivery platform, not an asset.
GSK builds a formulation and tissue-tropism position outside the liver.
Another China-originated metabolic asset reaching a top-five pharma buyer.
Mature ASO chemistry partnering earlier, at smaller upfronts, across new tissues.
Domestic Chinese consolidation, a signal that rarely surfaces in English-language deal flow.
A preclinical asset carrying $4.4B in biobucks, the clearest read on MASH confidence.
Obesity pulls oligonucleotides into the industry's most contested commercial category.
This report was built
with Synapse by Patsnap
-
- Normalize the noise: Standardized drug-disease-target ontologies for precise analysis.
-
- Break down silos: All-in-one platform for R&D, IP, CI and BD teams to accelerate decisions.
-
- Surface early signals: Monitor early-stage assets and global competitive shifts in real-time.
-
- Invest with certainty: Seamlessly connect patent, clinical, drug, and deal data to de-risk every investment.