| INTEGRATIVE INSIGHTS ON EMERGING OPPORTUNITIES |
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tmarshbanks@firstanalysis.com
- We explore in detail an example of the theme we discussed in our last Process Technology Quarterly Insights: how scientific wars and races stimulate innovation and create opportunities for new technologies and market entrants throughout the economy, including pharmaceuticals. In our example, Dyadic International (DYAI), an innovator in bioproduction technology, stands to see uptake of its technology platform for biopharmaceutical production accelerated by the urgency of developing and producing COVID-19 vaccines and treatments.
- Dyadic's C1-based expression system for drug development and production, already battle tested in the industrial markets, has the potential to disrupt the market for bioproduction of human therapeutics by enabling much more productive, lower-cost bioproduction processes.
- But while C1 stacks up well in terms of speed, efficiency, productivity, and cost relative to other expression systems used in drug development and production, it lacks a regulatory and safety history in human therapeutics. Now, with COVID-19 as a catalyst for adoption, Dyadic has a number of partnerships and programs underway, many tied to COVID-19 vaccines and treatments, aimed at establishing C1 in the human therapeutics market.
TABLE OF CONTENTS
Includes discussion of DYAI, MRNA, SNY
What is an expression platform?
A little more on C1
Opportunities to break through
Transformational potential
Process technology index continues post-COVID-19 rally
Process technology M&A activity begins to rebound
Process technology private investment slows in Q3
Introduction
In our last Process Technology Quarterly Insights report, we provided an overview of pharmaceutical technology and service providers with emphasis on the push for COVID-19 therapeutics. We stated our opinion that wars and scientific races, like the race for COVID-19 vaccines and treatments, stimulate innovation and create opportunities for new technologies and entrants throughout the economy, including in the pharma industry. In this report we highlight an example: The race for COVID-19 therapeutics is creating new opportunities - and perhaps the potential to be a major technological disruptor - for an innovator in bioproduction technology, Dyadic International.