Private Equity
Andrea Alms Video: Money In Motion 157 - Disruption In The Gene Cell Therapy Market
May 2025 - Private Equity
Andrea Alms Video: Money in Motion 157 - Disruption in the Gene Cell Therapy Market
TRANSCRIPT: Hello, my name is Andrea Alms. I'm a technology investor and financial manager and this is your money in motion. In the news selling gene therapy reckoning industry giants retreat as safety concerns and regulatory shifts reshape the landscape. Vertex, Pfizer, Takeda are leaving the AAV gene medicine research. The manufacturing economics are challenging a 2 to $3 million per dose and safety events, and suddenly the risk benefit calculus looks radically different.
In addition to the Trump administration creating great uncertainty in the market and in the regulatory entities. What is AAV? In an earlier episode, I reported on the advertisement. Associated virus gene therapy is important as it is a leading platform for delivering genes to treat various diseases. It is intended to correct the genetic defect that causes the disease. Averaging the averages.
The global market is $4.1 billion and at a 23.1% growth rate, the great technology rotation non viral approaches gain momentum. The winners in this new landscape, according to industry strategists, will be teams that successfully pivot from the initial genetic jet AAV vectors to modular, non-viable systems, building manufacturing processes robust enough to pass increasingly stringent regulatory scrutiny and develop reimbursement approaches aligned with outcome based models. Thank you. This is your money. Your money in motion.