In today’s briefing:
- China – Surging Stimulus
- Data Mining Technical Publications to Rank the Innovators in RNA Therapeutics
China – Surging Stimulus
- Monthly data just out reveals exceptionally strong aggregate financing growth
- There is no interim period where the monthly new financing as been this high
- China’s SOE banks may be best positioned to benefit from new fiscal projects
Data Mining Technical Publications to Rank the Innovators in RNA Therapeutics
- 2021 saw a significant jump in RNA based trials. Large sequencing projects and the success of mRNA COVID-19 vaccines should drive the growth of the global RNA therapeutics market.
- Our analysis suggests that Moderna Inc (MRNA US) , Vertex Pharmaceuticals (VRTX US), Incyte Corp (INCY US), Alnylam Pharmaceuticals (ALNY US), Ionis Pharmaceuticals (IONS US) lead in RNA therapy related innovations.
- R&D collaboration, licensing deals, strategic investments and buyouts between RNA specialists and big pharma will increase as sitting on the sidelines might no longer be an option.
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