Market opportunity

Cell and gene therapeutics is an evolving field of medicine and spans across a range of technologies (e.g. MSCs, iPSs, T-cells, NK Cells) and therapeutic areas. The development of personalized medicine, partly spurred by AI, unleash opportunities for more effective therapies and treatment of previously untreatable conditions.

As the pace of market approvals and commercial roll-outs increase rapidly, cell- and gene therapy, combined with other biologics, are expected to dethrone small molecules as the leading market segment in pharmaceuticals in the near future.

T-cell immunotherapy uses the body’s own immune cells to cure previously untreatable cancers. Initially FDA approved in 2017 for B-cell lymphoma through CAR-T (Chimeric Antigen Receptor) treatments, T-cell immunotherapy has evolved across both blood malignities and solid cancer tumors using TIL treatments (Tumor Infiltrating Lymphocytes).  

In Feb 2024 the first TIL treatment was approved for metastatic (stage IV) Melanoma. In the years to come polyclonal TIL and targeted TCR-T protocols are expected to break into many of the large solid cancer types.

Mesenchymal stromal cells (MSCs) are adult multipotent stem cells capable of differentiation to multiple cell types with anti-inflammatory, immune-modulatory and regenerative characteristics, making them optimal candidates for treatment of multiple diseases.

Novel MSC treatments are expected to have significant impact on global pharma across a range of indications such as Bone And Cartilage Repair, Cardiovascular Diseases, Inflammatory And Immunological Diseases, Neurodegenerative Diseases and GvHD.