The spotlight on mRNA in the context of COVID-19 has temporarily faded, but the foundation for its industrialization has been firmly established. Globally, clinical pipelines in the fields of RSV and oncology are progressively advancing, broadening the therapeutic application window.
Meanwhile, beyond ASOs and siRNAs, the commercialization of circular RNAs, lncRNAs, tRNAs, and other modalities has spurred the emergence of a new generation of biotech startups. Coupled with advances in novel delivery technologies—such as conjugation, cell membrane-mimetic systems, and AI-driven approaches—the troughs in the RNA therapeutics sector, a field worthy of lifelong attention, are becoming increasingly shallow.
Upstream support and manufacturing processes remain critical bottlenecks that must be overcome during the industrialization of new modalities. While legacy issues have been resolved, emerging demands have arisen; the industry’s ability to scale hinges largely (80%) on the advancement and breakthroughs of its ecosystem partners. Fortunately, China has seen the emergence of specialized service providers and solutions deeply focused on the RNA field, covering key segments such as CDMO, delivery materials, and process technologies.
RNA Therapies Will Continue to Advance Rapidly, with Both Breakthroughs and Challenges Inevitable. VCBeat, in partnership with Huagai Capital, has invited leading domestic enterprises and investment institutions across various RNA drug application scenarios, as well as industry experts, to comprehensively discuss the hotspots and challenges in industrial development—from trends and showcases of specific therapeutic modalities to supporting services—working together to propel the industry into its next phase.

