James Carroll

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

• Developing programmable RNA origami structures that self-assemble into precise nanocarriers enabling tissue-specific delivery with reduced off-target effects
• Incorporating conditional stability triggers that respond to cellular microenvironment cues for controlled payload release at disease sites
• Demonstrating encapsulation efficiency through optimized nanostructure design significantly improving therapeutic payload delivery