안티센스 및 RNAi 치료제 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, antisense & RNAi therapeutics market size in 2026 is estimated at USD 5.66 billion, growing from 2025 value of USD 4.79 billion with 2031 projections showing USD 13.08 billion, growing at 18.22% CAGR over 2026-2031.

This report is Segmented by Molecule Type (siRNA, Antisense Oligonucleotides), Route of Administration (Intravenous, Sub-Cutaneous, Intrathecal, Others), Therapeutic Area (Rare Genetic Disorders, Neurology, Oncology, Cardiometabolic, Infectious Diseases, Ocular Diseases, Others), and Geography (North America, Europe, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global Antisense And RNAi Therapeutics Market Trends and Insights

Rise in Prevalence of Genetic Disorders

Continuously improving genome sequencing is identifying treatable mutations in more than 7,000 rare diseases, giving therapeutic developers clear molecular targets and predictable patient pools . The resulting clinical demand reshapes R&D portfolios toward programs that were once deemed commercially unattractive. Combined with an annual economic burden that surpasses USD 800 billion in developed markets, the unmet-need narrative has secured sustained capital inflows and policy attention. Accelerated review pathways now regularly shorten development cycles to eight or nine years, and payer willingness to reward curative potential has tempered concerns about premium launch prices. Patient-advocacy pressure further amplifies adoption by encouraging earlier diagnosis and streamlined coverage decisions.

Better Therapeutic Outcomes for Rare Diseases

Head-to-head trial readouts published in 2024 showed antisense oligonucleotides delivering 40-60% functional gains in spinal muscular atrophy compared with 15-25% on standard regimens. These magnitude-of-effect differences are reshaping prescribing guidelines and catalyzing the shift from symptomatic to disease-modifying strategies. Payers increasingly accept cost-per-QALY thresholds well above USD 150,000 when clinical durability and life-quality improvements are evident. Meeting these benchmarks generates confident launch trajectories and fosters constructive risk-sharing frameworks between innovators and insurers.

High Treatment Cost and Reimbursement Pressure

Annual therapy prices that exceed USD 300,000 trigger heightened health-technology assessments, especially where budgets are inflexible. Payers impose evidence-development clauses and claw-back terms to align reimbursement with real-world performance. Manufacturers respond with indication-based pricing, longer installment payment options, and risk-sharing contracts. The resource intensity of these negotiations can stretch smaller firms, potentially slowing launches in less affluent regions.

Other drivers and restraints analyzed in the detailed report include:

1. Surge in R&D Funding and Robust Pipeline
2. Orphan-Drug and Fast-Track Regulatory Incentives
3. Delivery-Related Off-Target and Immune Effects

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

siRNA held 64.92% Antisense & RNAi Therapeutics market share in 2025 due to proven hepatic knockdown efficacy, scale-ready GalNAc chemistry, and comfortable physician familiarity. Meanwhile, antisense oligonucleotides are projected to post a 20.33% CAGR, leveraging simpler synthesis, lower immunogenicity, and hard-won wins in neurological arenas where siRNA struggled to cross the blood-brain barrier. The Antisense & RNAi Therapeutics market size leadership presently rests with siRNA programs anchored in metabolic and rare liver diseases, yet platform versatility is shifting.

Clinical stakeholders now recognize that antisense programs can modulate splicing, up-regulate deficient protein production, or knock down toxic gain-of-function transcripts. FDA application trends already favor antisense in brain and muscle conditions, while siRNA still dominates liver, eye, and select oncology programs. Manufacturing economics are also tilting: antisense requires fewer purification steps, trimming per-gram costs at commercial scale. If extra-hepatic delivery for siRNA lags, antisense programs could capture incremental share in neuromuscular and cardiac pipelines.

Complete Report Scope:

• By Molecule Type
  • siRNA
  • Antisense Oligonucleotides (ASO)
• By Route of Administration
  • Intravenous
  • Sub-cutaneous
  • Intrathecal
  • Others
• By Therapeutic Area
  • Rare Genetic Disorders
  • Neurology
  • Oncology
  • Cardiometabolic
  • Infectious Diseases
  • Ocular Diseases
  • Others
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • Australia
    • South Korea
    • Rest of Asia-Pacific
  • Middle East and Africa
    • GCC
    • South Africa
    • Rest of Middle East and Africa
  • South America
    • Brazil
    • Argentina
    • Rest of South America

Geography Analysis

North America held 42.58% share of the Antisense & RNAi Therapeutics market in 2025, buoyed by deep capital pools, seasoned regulatory practice, and dense clusters of oligonucleotide manufacturing. FDA breakthrough awards and orphan-drug incentives catalyze swift program progression, but payers continue to scrutinize six-digit annual therapy costs, nudging companies toward outcomes-linked contracts. Academic-industry alliances accelerate first-in-human trials, yet public opinion remains watchful regarding gene-silencing safety.

Europe follows with a balanced stance, blending robust science with cost-effectiveness mandates. Centralized EMA approvals cut duplication, but country-by-country reimbursement dossiers add market-entry friction. Germany, France, and the United Kingdom anchor high-adoption nodes, each cultivating specialist centers that pilot first-wave launches. Brexit's separate regulatory path forces dual submissions, though mutual reliance schemes soften logistic complexity.

Asia-Pacific is the breakout story, paced by a 20.19% CAGR and pro-innovation reforms in Japan, South Korea, and China. Japan's Sakigake pathway streamlines access for globally developed assets, while China's Healthy China 2030 plan earmarks funds for homegrown RNA platforms. The region's rapidly scaling contract-development and manufacturing organizations lower production costs and create strategic hedges against Western supply constraints, positioning Asia-Pacific as both demand center and export hub.

1. Alnylam Pharmaceuticals
2. Ionis Pharmaceuticals
3. Novartis
4. Biogen
5. Sarepta Therapeutics
6. Arrowhead Pharmaceuticals
7. Silence Therapeutics
8. AstraZeneca
9. Pfizer
10. Sanofi
11. Dicerna (Novo Nordisk)
12. Intellia Therapeutics
13. Avidity Biosciences
14. Dyne Therapeutics
15. OliX Pharmaceuticals
16. Sirnaomics
17. Arbutus Biopharma
18. Benitec Biopharma
19. Isarna Therapeutics
20. Gene Signal International

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rise in prevalence of genetic disorders
  • 4.2.2 Better therapeutic outcomes for rare diseases
  • 4.2.3 Surge in R&D funding & robust pipeline
  • 4.2.4 Orphan-drug & fast-track regulatory incentives
  • 4.2.5 Breakthrough GalNAc & LNP delivery platforms
  • 4.2.6 Extra-hepatic antibody-siRNA conjugates open new disease areas
• 4.3 Market Restraints
  • 4.3.1 High treatment cost & reimbursement pressure
  • 4.3.2 Delivery-related off-target / immune effects
  • 4.3.3 Oligonucleotide API capacity bottlenecks & IP litigation
  • 4.3.4 Short shelf-life and stability issues
• 4.4 Regulatory Landscape
• 4.5 Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Bargaining Power of Suppliers
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value, USD)

• 5.1 By Molecule Type
  • 5.1.1 siRNA
  • 5.1.2 Antisense Oligonucleotides (ASO)
• 5.2 By Route of Administration
  • 5.2.1 Intravenous
  • 5.2.2 Sub-cutaneous
  • 5.2.3 Intrathecal
  • 5.2.4 Others
• 5.3 By Therapeutic Area
  • 5.3.1 Rare Genetic Disorders
  • 5.3.2 Neurology
  • 5.3.3 Oncology
  • 5.3.4 Cardiometabolic
  • 5.3.5 Infectious Diseases
  • 5.3.6 Ocular Diseases
  • 5.3.7 Others
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 5.4.2.5 Spain
    • 5.4.2.6 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 India
    • 5.4.3.4 Australia
    • 5.4.3.5 South Korea
    • 5.4.3.6 Rest of Asia-Pacific
  • 5.4.4 Middle East and Africa
    • 5.4.4.1 GCC
    • 5.4.4.2 South Africa
    • 5.4.4.3 Rest of Middle East and Africa
  • 5.4.5 South America
    • 5.4.5.1 Brazil
    • 5.4.5.2 Argentina
    • 5.4.5.3 Rest of South America

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Market Share Analysis
• 6.3 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)
  • 6.3.1 Alnylam Pharmaceuticals
  • 6.3.2 Ionis Pharmaceuticals
  • 6.3.3 Novartis AG
  • 6.3.4 Biogen Inc.
  • 6.3.5 Sarepta Therapeutics
  • 6.3.6 Arrowhead Pharmaceuticals
  • 6.3.7 Silence Therapeutics
  • 6.3.8 AstraZeneca plc
  • 6.3.9 Pfizer Inc.
  • 6.3.10 Sanofi S.A.
  • 6.3.11 Dicerna (Novo Nordisk)
  • 6.3.12 Intellia Therapeutics
  • 6.3.13 Avidity Biosciences
  • 6.3.14 Dyne Therapeutics
  • 6.3.15 OliX Pharmaceuticals
  • 6.3.16 Sirnaomics
  • 6.3.17 Arbutus Biopharma
  • 6.3.18 Benitec Biopharma
  • 6.3.19 Isarna Therapeutics
  • 6.3.20 Gene Signal International

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment