{"id":39820,"date":"2022-01-28T19:00:13","date_gmt":"2022-01-28T19:00:13","guid":{"rendered":"https:\/\/www.sisinternational.com\/?page_id=39820"},"modified":"2026-05-05T16:35:31","modified_gmt":"2026-05-05T20:35:31","slug":"etude-de-marche-sur-larnm","status":"publish","type":"page","link":"https:\/\/www.sisinternational.com\/fr\/competence\/etude-de-marche-sur-larnm\/","title":{"rendered":"mRNA Market Research: B2B Industrial Strategy Guide"},"content":{"rendered":"
\n

\u00c9tude de march\u00e9 sur l\u2019ARNm<\/span><\/h1>\n
\"\u00c9tudes<\/figure>\n<\/p>\n
\n

Qu\u2019est-ce que l\u2019ARNm ?<\/h2>\n

Les ARN messagers, \u00e9galement appel\u00e9s ARNm, sont des mol\u00e9cules qui existent depuis des ann\u00e9es. La mont\u00e9e de la pand\u00e9mie de COVID-19 a pouss\u00e9 ce nouveau type de recherche au premier plan. Chaque jour, les chercheurs recherchent de nouvelles fa\u00e7ons de cr\u00e9er des vaccins. Les vaccins entra\u00eenent le corps \u00e0 reconna\u00eetre un virus et une bact\u00e9rie. Il apprend \u00e9galement au corps \u00e0 r\u00e9agir aux prot\u00e9ines qu\u2019il contient. <\/span><\/p>\n

L\u2019ARNm est un type d\u2019ARN qui incite d\u2019autres cellules \u00e0 produire des prot\u00e9ines dans le corps humain. Les prot\u00e9ines imitent le comportement du virus COVID-19. Le but des vaccins \u00e0 ARNm est d\u2019entra\u00eener le syst\u00e8me immunitaire d\u2019une personne \u00e0 r\u00e9agir \u00e0 un germe. Ainsi, une fois que le corps d\u2019une personne est expos\u00e9 au virus COVID-19, il se pr\u00e9pare \u00e0 le combattre. <\/span><\/p>\n<\/div>\n

mRNA Market Research: How Leading Firms Size the Next Wave of Therapeutics<\/h1>\n

mRNA market research has matured from oncology novelty into a platform investment thesis spanning vaccines, rare disease, protein replacement, and self-amplifying constructs. The buyers commissioning this work are no longer only pharma R&D heads. They include CDMO executives sizing fill-finish capacity, lipid nanoparticle suppliers benchmarking pricing, and industrial gas majors evaluating ultra-cold logistics expansion.<\/p>\n

The opportunity is structural. The Covid-era manufacturing buildout left a footprint of mRNA capacity, talent, and regulatory precedent that is now being redirected toward indications with durable demand. The firms winning here are the ones treating mRNA as a B2B industrial supply chain question, not a therapeutic curiosity.<\/p>\n

Why mRNA Market Research Demands a B2B Industrial Lens<\/h2>\n

The mRNA value chain is narrower than most pharmaceutical categories. A handful of suppliers dominate enzymes, capping reagents, plasmid DNA templates, and ionizable lipids. Moderna, BioNTech, CureVac, Arcturus, and Pfizer anchor the developer side. Catalent, Lonza, Samsung Biologics, and Recipharm hold the contract manufacturing tier. This concentration makes traditional desk research thin and primary supplier intelligence decisive.<\/p>\n

Bill of materials optimization drives the economics. Ionizable lipids alone can represent 30 to 50 percent of cost of goods at commercial scale, and IP positions held by Acuitas, Genevant, and Arbutus shape who can manufacture what. Total cost of ownership analysis on an mRNA program now includes royalty stacking, not just CMO margin.<\/p>\n

Installed base analytics matter equally. The number of GMP-grade IVT (in vitro transcription) suites globally is countable. Capacity forecasting requires supplier qualification audits at the site level, not category-level estimates pulled from syndicated reports.<\/p>\n

Where the Growth Vectors Are Concentrated<\/h2>\n

Four indication clusters are pulling investment. Seasonal and combination respiratory vaccines (flu, RSV, Covid) represent the volume play. Personalized cancer vaccines, advanced by Moderna with Merck and BioNTech with Genentech, represent the margin play. Rare disease protein replacement, where Alnylam and Intellia have validated lipid nanoparticle delivery to the liver, opens a chronic dosing market. Self-amplifying mRNA, where Arcturus and Replicate hold leading positions, reduces dose and changes the cost curve.<\/p>\n

SIS International Research engagements with biopharma strategy teams indicate that the most underestimated segment is veterinary and livestock mRNA, where regulatory pathways are faster, manufacturing tolerances are wider, and reshoring feasibility for animal health supply chains is creating openings for mid-tier CDMOs that cannot compete in human therapeutics.<\/span><\/p>\n

Geographic concentration is shifting. The United States and Germany still hold the IP and clinical lead, but Japan, South Korea, and the UAE have committed sovereign manufacturing investments that change the global capacity map over the next decade.<\/p>\n

What Sophisticated Buyers Commission<\/h2>\n

The conventional approach to mRNA market research relies on syndicated forecasts and KOL interviews with clinical investigators. This produces a clean deck and a thin answer. The better approach pairs B2B expert interviews across the supply chain with competitive intelligence on manufacturing footprint and IP.<\/p>\n

Across SIS International’s structured expert interviews with senior procurement, process development, and external manufacturing leaders at biopharma developers and their suppliers, the consistent finding is that pricing intelligence on enzymes, lipids, and plasmid DNA moves faster than any published benchmark, and that single-source dependencies are the dominant risk leadership wants quantified.<\/span><\/p>\n

The deliverables that move investment committees include supplier concentration maps, royalty stack models, IVT capacity forecasts at the suite level, and aftermarket revenue strategy for analytical services tied to mRNA QC. These are industrial questions answered with industrial methods.<\/p>\n

The SIS Framework for mRNA Opportunity Sizing<\/h2>\n

An mRNA opportunity assessment that holds up in a board review covers four layers in sequence.<\/p>\n

\n\n\n\n\n\n\n\n\n
Layer<\/th>\nQuestion Answered<\/th>\nPrimary Method<\/th>\n<\/tr>\n<\/thead>\n
Demand<\/td>\nWhich indications carry durable volume and pricing power<\/td>\nPayer and KOL interviews, patient journey mapping<\/td>\n<\/tr>\n
Supply<\/td>\nWhere is GMP capacity, who controls it, what is the utilization curve<\/td>\nSite-level supplier qualification audits, CDMO benchmarking<\/td>\n<\/tr>\n
Inputs<\/td>\nWhat is the bill of materials cost trajectory and IP exposure<\/td>\nProcurement interviews, royalty stack modeling<\/td>\n<\/tr>\n
Logistique<\/td>\nWhat does cold chain integrity cost at scale across geographies<\/td>\n3PL evaluation, cold chain integrity audits<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n

Source: SIS International Research<\/em><\/p>\n

Each layer has a different respondent universe, a different sampling logic, and a different deliverable. Treating them as one project is the most common reason mRNA market research disappoints senior buyers.<\/p>\n

Where Industrial Adjacencies Create Upside<\/h2>\n

The companies positioned to capture disproportionate value sit outside the developer tier. Cytiva, Sartorius, and Thermo Fisher supply the bioprocessing equipment. Evonik, Merck KGaA, and CordenPharma hold lipid manufacturing positions. Ginkgo Bioworks and Aldevron compete on plasmid DNA templates at scale. For a Fortune 500 industrial buyer, these are the addressable adjacencies.<\/p>\n

SIS International’s competitive intelligence work in advanced therapy supply chains has shown that the highest-margin growth often sits in the analytical and QC services tier, where capillary electrophoresis, dPCR, and mass spectrometry vendors are building recurring revenue tied to every batch released, an aftermarket revenue strategy that mirrors industrial installed base economics.<\/span><\/p>\n

Predictive maintenance sizing for bioreactor fleets, freight rate benchmarking for ultra-cold shipments, and reshoring feasibility for plasmid DNA all fall inside the mRNA market research mandate when the buyer is industrial rather than pharmaceutical.<\/p>\n

What Separates Useful Research From Decoration<\/h2>\n

Three signals distinguish mRNA market research that informs capital allocation from research that fills a binder. Named supplier intelligence at the site level, not category averages. Royalty and IP exposure quantified per indication, not waved away. And triangulation between developer pipeline intent, CDMO booked capacity, and raw material supplier order books, because any one source misleads.<\/p>\n

The buyers commissioning mRNA market research now are sophisticated. They have lived through a manufacturing cycle, watched valuations compress, and understand that the next round of returns will come from supply chain economics and indication selection, not platform hype. Research built for that buyer looks different from research built for the prior cycle.<\/p>\n

\u00c0 propos de SIS International<\/h2>\n

SIS International<\/a> propose des recherches quantitatives, qualitatives et strat\u00e9giques. Nous fournissons des donn\u00e9es, des outils, des strat\u00e9gies, des rapports et des informations pour la prise de d\u00e9cision. Nous menons \u00e9galement des entretiens, des enqu\u00eates, des groupes de discussion et d\u2019autres m\u00e9thodes et approches d\u2019\u00e9tudes de march\u00e9. Contactez nous<\/a> pour votre prochain projet d'\u00e9tude de march\u00e9.<\/p>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n<\/p>\n

\n

Related SIS Resources<\/h3>\n