🔎 Day 5｜🔬 The Global Landscape of Oligonucleotide (Oligo) Developers & CDMOs — What Does the Data Reveal?

🔎 Day 5｜🔬 The Global Landscape of Oligonucleotide (Oligo) Developers & CDMOs — What Does the Data Reveal?

Over the last weeks, I collected global data on all organizations involved in oligonucleotide drug development — including biotech companies, universities, academic institutions, and pharmaceutical enterprises —through international academic conferences and public industry sources.

While not yet fully exhaustive, the dataset already reveals clear patterns in today’s oligo ecosystem. Having spent years in oligonucleotide synthesis, I’ve seen in practice how oligo drugs rapidly interest has grown since the success of mRNA vaccines.

Startups, universities, and pharma companies are quickly expanding their oligo pipelines. Recent international discussions point to two significant scientific trends:
• Delivery strategies are moving beyond liver-targeted GalNAc to extra-hepatic tissues
• Oligonucleotides are increasingly being conjugated to peptides and antibodies via click chemistry, improving oligonucleotide delivery systems

These developments reflect a shift toward more advanced and integrated therapeutic design.

🌍 Key Global Trends
🔹 United States — strongest concentration of Oligo R&D and CDMO capacity
🔹 Europe (Sweden, Spain, Germany, France, Switzerland, the UK, and the Nordics) — an active region in oligonucleotide research and development, with Spain showing particularly strong growth in oligonucleotide R&D
🔹 Asia (China, Japan, Korea) — rapidly growing in both technology and manufacturing
🔹 Supply chains are becoming increasingly regionalized

China’s Accelerating Growth in Oligonucleotide CDMO Capacity
China’s oligonucleotide CDMO sector is scaling rapidly, with notable improvements in technology, GMP capabilities, and regulatory frameworks.
This positions China as an increasingly significant player in global oligo manufacturing.

🔗 What This Means for Oligolink?
For Oligolink, this global mapping exercise is more than an industry observation, it is a critical step in building our foundational global dataset.

Our focus is simple:
• Understand each Oligo developer’s R&D background and needs
• Grasp the global landscape of CDMO capabilities
• Match the right Oligo developer with the right CDMO This is only the beginning.

We will continue expanding the dataset and connecting partners who can accelerate the next wave of oligo innovation. If you’re working in the oligo field, I’d love to connect and exchange insights.