The RNAi therapeutics landscape is rapidly evolving, with breakthroughs in delivery, efficacy, and commercialization reshaping investor expectations. Key discussion points will include clinical differentiation, market potential, and exit strategies, offering a reality check on valuation drivers and red flags.

• Prioritizing delivery platform versatility as a key value driver, enabling investors to back RNAi companies with broad therapeutic applicability
• Assessing clinical milestones beyond knockdown efficiency, including durability and patient-centric endpoints, to identify therapies with superior commercial potential
• Balancing platform validation with indication selection for optimal risk/reward, ensuring portfolio companies can attract pharma partnerships or IPO success