A Single Dose That Changes Lives: Gene Therapy’s Impact on Hemophilia B
In 2025, Big Pharma’s large-scale investment in the field of vivo CAR-T will accelerate!
Following AstraZeneca (completion of the acquisition of EsoBiotec), AbbVie acquires Capstan for the largest ever $2.1 billion in its history. Technology diversification and expansion of indications are transforming the industry.
Why is in vivo CAR-T attracting attention now?
・Technological innovation: mRNA-LNP (Capstan) and lentivirus (EsoBiotec) form a two-strong composition, leading to competition in safety and controllability
・Expansion of indications: Full-scale entry from conventional cancer treatment to autoimmune diseases (200 million people market such as SLE). AbbVie targets systemic lupus erythematosus in CPTX2309
・Problem solving: Shortening of manufacturing period (conventional 3-6 weeks →same-day administration), cost reduction, and administration at general hospitals that do not require specialized facilities
Market Impact
・Expected to grow to 10 times the size of the conventional CAR-T market (approximately $100 billion) (mainly for autoimmune diseases)
・Possibility of establishing it as a standard of care by 2030. Expectation of early approval from regulatory bodies
・ 2.1 billion dollars EXIT in just 3 years since establishment! The rapid growth of Capstan and EsoBiotec suggests a trend of “value explosion in technology ventures”