최근 몇 년동안 CAR-T 산업은 주목할만한 자금 조달의 급증을 보이고 있습니다. 처음에는 미묘했지만, CAR-T 치료이 시장에 등장해 자금 조달 붐이 일어나면서, 그 조류는 커지고 있습니다. 오늘 CAR-T 스타트업은 이 재생 의료의 유행 분야에 진입을 열망하는 투자자나 대기업 제약 기업으로부터 윤택한 자금을 얻고 있습니다.
현재 세계 170개가 넘는 기업이 CAR-T 제품과 치료법을 개발하고 있으며, 개발 중 초기 단계와 후기 단계의 치료법은 총 1,944개에 이릅니다. 이 중 거래액을 공개하고 있는 것은 38사 만으로, 그 금액은 235억 8,000만 달러에 이릅니다.
CAR-T 치료의 임상적 성공은 세계 벤처 캐피탈로부터 큰 관심을 불러 일으켰습니다. 14년 이후 총 89개 기업의 CAR-T 기업이 77억 달러의 벤처 캐피탈을 획득하여 자사의 기반을 강화할 수 있게 되었습니다.
데이터에 따르면 CAR-T 지역의 새로운 주식 공개(IPO)는 작년에 비교적 저조했습니다. CAR-T 치료를 지원하기 위해 3억 1,900만 달러 를 조달하였습니다.
급속히 발전하고 있는 이 산업에서는 현재 7만 2,418 건의 특허기록과 452 건의 특허가 부여되고 있습니다. R-T 시장 진입을 목표로 하고 있습니다. 지난 10년간의 91 건의 CAR-T 라이선싱 거래액은 63억 달러이며, 이 숫자는 향후 10년간에 크게 성장할 것으로 예측되고 있습니다.
2023년에 거래결정이 부활한 한편, CAR-T 산업에서는 2024년에 M&A가 감소해, 완료한 거래는 2건뿐이었습니다. 2025년에는 대규모 M&A가 부활하지 않을 가능성이 있지만, 대형 제약회사가 준비자금을 투입하기 위해, 추가 거래가 이루어질 가능성이 있습니다. 과거 10년간, M&A 거래는 CAR-T 산업의 자금 조달에 있어서 최대의 점유율을 차지하고 있어, 그 총액은 974억 달러라는 경이적인 것이었습니다.
CAR-T 산업은 IPO, 라이선싱, 공동 연구, M&A 거래 등 다양한 거래를 통해 총 1,412억 달러 이상 을 조달하고 있습니다 . 29 건의 M&A 거래 중 12 건의 금액이 미공개로 남아 있다는 점에 주목하는 것이 중요합니다.
세계적으로 승인된 CAR-T 치료
2017년 이후, 13 건의 CAR-T 세포 치료이 여러 의료 시장에서 상업화에 이르고 있습니다. 7개의 치료법이 미국 FDA에 의해 승인된 뒤, 그 외에 큰 의료 시장에서도 승인됐습니다. 미국 외에는, 4개의 CAR-T 치료(Relma-cel, Fucaso, Yuanruida, Zever-cel)이 중국의 NMPA로부터 승인을 받았습니다.
현재 승인된 13 건의 CAR-T 세포 치료은 모두 혈액암 치료에만 사용되고 있으며, 혈액암은 세계 암 환자의 5 % 미만입니다. 현재 혈액암과 고형암 모두를 대상으로 한 약 1944 건의 임상시험이 진행 중입니다. 이 중 고형암을 대상으로 한 임상시험은 244 건에 불과합니다.
이 보고서는 세계 CAR-T 산업의 자금 조달을 추적하고 자금 조달 라운드, IPO, M&A, 공동 개발 계약, 전략적 파트너십 등 세계 CAR-T 기업에 유입되는 모든 유형의 투자를 요약합니다. 또한 이러한 CAR-T 산업의 자금 조달 이벤트에 참여한 주요 경쟁업체 78개 회사의 프로파일도 제공합니다.
목차
제1장 주요 요약
세계적으로 승인된 CAR-T 세포치료
제2장 CAR-T 치료의 보급(2017-2024년)
CAR-T 세포 치료을 받은 환자수(2017-2024년)
매출수익 : FDA 승인 CAR-T 치료별(2017-2024년)
미국의 FDA 승인 CAR-T 치료의 정가
제3장 CAR-T 자금 조달: 개요
CAR-T 기업이 자금을 조달한 벤처 캐피탈
CAR-T 산업의 벤처 캐피탈 자금 조달 이벤트(2014년 1월-2025년 2월)
CAR-T 기업에 대한 벤처 캐피탈 자금 조달 : 연별
CAR-T 벤처 캐피탈 자금 조달 이벤트(2014년 1월-2025년 2월)(합계 89건)
제4장 CAR-T 기업에 대한 IPO 자금 투자(42건의 IPO)
CAR-T 기업이 자금 조달한 IPO 자금의 상세(2014년 1월-2025년 2월)
Juno Therapeutics
Cellular Biomedicine Group
Xenetic Biosciences
Cellular Biomedicine Group
Autolus Therapeutics
Allogene Therapeutics
Precision BioSciences
Atara Biotherapeutics
Xenetic Biosciences
Cabaletta Bio
Atara Biotherapeutics
Legend Biotech
Mustang Bio
JW Therapeutics
Atara Biotherapeutics
Gracell Biotechnologies
Vor Biopharma
Adicet Bio
CARsgen Therapeutics
Xenetic Biosciences
Caribou Biosciences
Celyad Oncology
Adicet Bio
Legend Biotech
Kyverna Therapeutics
Arcellx
TC Biopharm
Celularity
TC BioPharm
Precision Biosciences
Legend Biotech
TC Biopharm
Vor Biopharma
Precigen
TC Biopharm
Celularity
Legend Biotech
Coeptis Therapeutics
Caribou Biosciences
Cargo Therapeutics
Kyverna Therapeutics
Mustang Bio
제5장 CAR-T 라이선싱 거래(총 90건)
CAR-T 라이선싱 거래와 금액(2015년 1월-2025년 2월)
CAR-T 라이선싱 거래 설명
제6장 CAR-T 공동 연구 거래(총 110건)
CAR-T 공동 연구 거래(2013년 1월-2025년 2월)
체결된 CAR-T 공동 연구 거래의 상세(2013년 1월-2025년 2월)
제7장 CAR-T 합병인수(M&A) 거래(총 29건)
CAR-T 분야에서의 M&A 거래(2015년 1월-2025년 2월)
Cellular Biomedicine & Chinese PLA General Hospital
Gilead Sciences & Kite Pharma
Gilead Sciences & Cell Design Labs
Novartis & Endocyte
Bristol Myers Squibb & Celgene
Xenetic Biosciences & Scripps Research Institute
Astellas Pharma & Xyphos Biosciences
BioNTech & Neon Therapeutics
resTORbio & Adicet Bio
Century Therapeutics & Empirica Therapeutics
Celularity & GX Acquisition
Cellular Biomedicine & CBMG Merger Sub
Amgen & Five Prime Therapeutics
BioNTech & Kite
ImmPACT Bio & Kalthera
Kiromic Biopharma & InSilico Solutions
Allogene Therapeutics & Antion Biosciences
FUJIFILM Corporation & Atara Biotherapeutics
Galapagos & CellPoint/AboundBio
Atossa Therapeutics & Dynamic Cell Therapies
Kite & Tmunity Therapeutics
Janssen & Cellular Biomedicine
Mustang Bio & uBriGene Biosciences
Precision Biosciences & Imugene
Oxford Biomedica & Institut Merieux
Clade Therapeutics & Gadeta
Kyowa Kirin & Orchard Therapeutics
AstraZeneca & Gracell Biotechnologies
Ginkgo Bioworks & Modulus Therapeutics
제8장 보고서에 포함된 기업 프로파일
AdAlta Ltd.
Adicet Bio
AffyImmune Therapeutics, Inc.
Allogene Therapeutics
Alpha Biopharma
Antion Biosciences
Arcellx, Inc.
Arsenal Biosciences, Inc.
Astellas Pharma, Inc.
Atara Biotherapeutics
Autolus Therapeutics PLC
AvenCell Therapeutics, Inc.
Beam Therapeutics
Bellicum Pharmaceuticals, Inc.
Biosceptre
BioNTech SE
bluebird bio
Cargo Therapeutics
Caribou Biosciences, Inc.
Carina Biotech
CARsgen Therapeutics Holdings Limited
Cartherics Pty Ltd
Cellares
Cellectis
Cellular Biomedicine Group
Celularity, Inc.
Celyad Oncology
Chengdu Usano Biotechnology Co., ltd.(Ucello)
Chimeric Therapeutics, Ltd.
Clade Therapeutics
Coeptis Therapeutics, Inc.
CRISPR Therapeutics
Currus Biologics
CytoMed Therapeutics Ltd.
Dynamic Cell Therapies, Inc.
Elicera Therapeutics
Galapagos NV
Gracell Biotechnologies
EXUMA Biotech Corp.
IASO Biotherapeutics
Immuneel Therapeutics, Pvt., Ltd.
ImmPACT Bio
Inceptor Bio
Interius BioTherapeutics
Invectys, Inc.
Juventas Cell Therapy, Ltd.
JW Therapeutics
Galapagos NV
Kite Pharma(Gilead)
Kyverna Therapeutics
Legend Biotech
Leucid Bio, Ltd.
Luminary Therapeutics
Lupagen, Inc.
MaxCyte, Inc.
Minerva Biotechnologies
Mustang Bio, Inc.
Noile-Immune Biotech
Novartis AG
OneChain Immunotherapeutics
Oncternal Therapeutics, Inc
ROR1
OriCell Therapeutics
Oxford Biomedica PLC
Pepromene Bio, Inc.
PersonGen Bio Therapeutics(Suzhou) Co., Ltd
Poseida Therapeutics, Inc.
Precigen, Inc.
Precision BioSciences
Prescient Therapeutics
Simnova Biotherapeutics
SOTIO Biotech BV
TC BioPharm
Umoja Biopharma
Verismo Therapeutics, Inc.
Vor Biopharma
Wugen, Inc.
Xenetic Biosciences, Inc.
Xyphos Biosciences, Inc.
다이어그램 색인
테이블 색인
JHS
영문 목차
영문목차
EXECUTIVE SUMMARY
In recent years, the CAR-T industry has experienced a remarkable surge in funding. At first, the trend was subtle, but the tide has swelled as CAR-T therapies have reached the marketplace and created a funding boom. Today, CAR-T start-ups are being richly funded by investors and large pharma who are eager to get into this trending area of regenerative medicine.
Worldwide, more than 170 companies are now developing CAR-T products and therapies, with a total of 1,944 early and late-stage therapies in development. These companies have also entered into 110 collaboration agreements aimed at advancing various CAR-T candidates. Of these, only 38 have disclosed the value of their deals, which amounts to $23.58 billion. If we estimate the value of the undisclosed deals, the total value of these 110 collaborations is likely to reach approximately $67.9 billion.
The clinical successes of CAR-T therapies have sparked significant interest from venture capitalists globally. This increased activity has fueled advancements in CAR-T technology and the development of applications for both hematological cancers and other types of cancer. Since 2014, a total of 89 CAR-T companies have secured $7.7 billion in venture capital, enabling them to strengthen their foundations. Venture capital funding has remained strong and consistent throughout the development of the CAR-T industry.
Data shows that Initial Public Offerings (IPOs) within the CAR-T space were relatively slow last year. In 2024, only Kyverna Therapeutics went public, raising $319 million to support its anti-CD19 CAR-T therapies. However, from 2014 to present, 42 CAR-T companies have gone public, collectively raising $6.4 billion to further enhance their technology platforms, clinical trials, and corporate strategies.
Within this rapidly evolving industry, there are currently 72,418 patent records and 452 granted patents. As a result, large pharmaceutical companies are increasingly seeking to enter the CAR-T market by licensing patents from existing patent holders. Over the past decade, 91 CAR-T licensing deals have been valued at $6.3 billion, and this figure is expected to grow significantly over the next ten years.
While 2023 saw a resurgence in dealmaking, the CAR-T industry experienced a slowdown in mergers and acquisitions (M&A) in 2024, with only two deals completed. Although major M&A activity may not return in 2025, further deals are likely as large pharmaceutical companies look to deploy their cash reserves. Over the past decade, M&A deals have accounted for the largest share of CAR-T industry financing, totaling an impressive $97.4 billion.
In total, the CAR-T industry has raised more than $141.2 billion through various deal types, including IPOs, licensing deals, collaborations, and M&A transactions. It's important to note that the values of 61 out of 91 licensing deals, 75 out of 110 collaboration deals, and 12 out of 29 M&A deals remain undisclosed. If we estimate the value of these undisclosed transactions, the overall total is likely to reach a staggering $281.7 billion.
Globally Approved CAR-T Therapies
Since 2017, 13 CAR-T cell therapies have reached commercialization across multiple healthcare markets. Seven therapies have been approved by the U.S. FDA, after which approvals for them were issued in other major healthcare markets as well. Beyond the U.S., four CAR-T therapies-Relma-cel, Fucaso, Yuanruida, and Zever-cel-have been approved by China's National Medical Products Administration (NMPA). Additionally, two therapies, NexCAR19 and Qartemi, have received approval from India's Central Drugs Standard Control Organisation (CDSCO).
All 13 approved CAR-T cell therapies are currently used exclusively to treat blood cancers, which account for less than 5% of cancer patients worldwide. Today, there are approximately 1,944 ongoing clinical trials focused on addressing both blood cancers and solid tumors. Of these, only 244 trials are targeting solid cancers. This swell of clinical trials has been driven by the remarkable 90% remission rate achieved by most of the approved CAR-T therapies.
CAR-T Market Overview
To track funding within this rapidly growing industry, BioInformant has released this 220-page CAR-T market funding report. It summarizes all types of investments flowing into CAR-T companies worldwide, including financing rounds, IPOs, M&A transactions, co-development agreements, and strategic partnerships. Additionally, it profiles 78 leading competitors who have been involved with these CAR-T industry funding events.
This report reveals the following information for the CAR-T Cell Therapy Industry:
Financing Rounds
IPOs
Asset Agreements
Strategic Partnerships
Co-Development Agreements
M&A Transactions
Companies Profiles for CAR-T Market Competitors
You can use it to:
1. Quantify CAR-T industry investments
2. Identify well-capitalized companies
3. Scout potential partnerships and alliances
4. Understand partnerships and co-development programs for CAR-T technologies
5. Identify M&A activity within the CAR-T industry
To summarize, CAR-T companies-from emerging start-ups to billion-dollar enterprises-have completed hundreds of billions of dollars in financial transactions in recent years. These companies are rapidly expanding across global healthcare markets. This report delivers essential insights into the financial forces driving the industry, revealing where capital is flowing and how you can strategically position yourself to benefit from these trends.
TABLE OF CONTENTS
1. EXECUTIVE SUMMARY
1.1. Globally-Approved CAR-T Cell Therapies
2. UPTAKE OF CAR-T THERAPIES, FULL YEAR 2017 to 2024
2.1. Number of Patients Treated with CAR-T Cell Therapies, Full Year 2017 to 2024
2.2. Sales Revenues Generated by FDA-Approved CAR-T Therapies, Full Year 2017-2024
2.3. List Prices of U.S. FDA-Approved CAR-T Therapies
3. CAR-T FUNDING: AN OVERVIEW
3.1. Venture Capital Raised by CAR-T Companies
3.1.1. CAR-T Industry Venture Capital Financing Events, January 2014 to February 2025
3.1.2. Venture Capital Funding for CAR-T Companies by Year
3.1.3. CAR-T Venture Capital Funding Events from Jan. 2014 to Feb. 2025 (89 Total)
3.1.3.1. Bellicum Pharmaceuticals
3.1.3.2. CRISPR Therapeutics
3.1.3.3. Autolus
3.1.3.4. Cellular Biomedicine Group
3.1.3.5. Adicet Bio
3.1.3.6. Autolus Limited
3.1.3.7. Cellular Biomedicine Group
3.1.3.9. Carina Biotech
3.1.3.10. PeproMene Bio
3.1.3.11. Precision BioSciences
3.1.3.12. Cabaletta Bio
3.1.3.13. Vor Biopharma
3.1.3.14. Gracel Biotechnologies
3.1.3.15. Mustang Bio
3.1.3.16. Poseida Therapeutics
3.1.3.17. BioNTech
3.1.3.18. Adicet Bio
3.1.3.19. Kyverna Therapeutics
3.1.3.20. EXUMA Biotech
3.1.3.21. IASO Biotherapeutics
3.1.3.22. Legend Biotech
3.1.3.23. JW Therapeutics
3.1.3.24. Vor Pharma
3.1.3.25. ImmPACT Bio
3.1.3.26. Synthekine
3.1.3.27. Gracell Biotechnologies
3.1.3.28. CARsgen Therapeutics
3.1.3.29. Umoja Biopharema
3.1.3.30. Juventas Cell Therapy
3.1.3.31. Celyad Oncology
3.1.3.32. Artiva Biotherapeutics
3.1.3.33. Caribou Biosciences
3.1.3.34. Biosceptre
3.1.3.35. Noile-Immune Biotech
3.1.3.36. Arcellx
3.1.3.37. Cellares Corporation
3.1.3.38. Interius BioTherapeutics
3.1.3.39. Synthekine
3.1.3.40. Umoja Biopharma
3.1.3.41. Wugen
3.1.3.42. Mnemo Therapeutics
3.1.3.43. AvenCell
3.1.3.44. Currus Biologics
3.1.3.45. Juventas Cell Therapy
3.1.3.46. Carina Biotech
3.1.3.47. IASO Biotherapeutics
3.1.3.48. Cellular Biomedicines
3.1.3.49. AffyImmune Therapeutics
3.1.3.50. Leucid Bio
3.1.3.51. Clade Therapeutics
3.1.3.52. SOTIO Biotech
3.1.3.53. EXUMA Biotech
3.1.3.54. ImmPACT Bio
3.1.3.55. Kyverna Therapeutics
3.1.3.56. Ucello Therapeutics
3.1.3.57. Mustang Bio
3.1.3.58. Wugen
3.1.3.59. Inceptor Bio
3.1.3.60. Tessa Therapeutics
3.1.3.61. Immuneel Therapeutics
3.1.3.62. OriCell Therapeutics
3.1.3.63. Carina Biotech
3.1.3.64. Juventas Cell Therapy
3.1.3.65. Arsenal Biosciences
3.1.3.66. Synthekine
3.1.3.67. IASO Biotherapeutics
3.1.3.68. MPC Therapeutics
3.1.3.69. OriCell Therapeutics
3.1.3.70. Verismo Therapeutics
3.1.3.71. Cargo Therapeutics
3.1.3.72. OneChain Immunotherapeutics
3.1.3.73. Caribou Biosciences
3.1.3.74. Verismo Therapeutics
3.1.3.75. Kyverna Therapeutics
3.1.3.76. Gracell Biotechnologies
3.1.3.77. Cellares
3.1.3.78. Celyad Oncology
3.1.3.79. Capstan Therapeutics
3.1.3.80. Limula
3.1.3.81. Cargo Therapeutics
3.1.3.82. Leman Biotech
3.1.3.83. Immuneel Therapeutics
3.1.3.84. Dynamic Cell Therapies
3.1.3.85. Arsenal Biosciences
3.1.3.86. AvenCell Therapeutics
3.1.3.87. March Biosciences
3.1.3.88. A2 Biotherapeutics
3.1.3.89. Umoja Biopharma
4. IPO FUNDING INVESTED IN CAR-T COMPANIES (42 IPOs)
4.1. Descriptions of IPO Funds Raised by CAR-T Companies, Jan. 2014 to Feb. 2025
4.1.1. Juno Therapeutics
4.1.2. Cellular Biomedicine Group
4.1.3. Xenetic Biosciences
4.1.4. Cellular Biomedicine Group
4.1.5. Autolus Therapeutics
4.1.6. Allogene Therapeutics
4.1.7. Precision BioSciences
4.1.8. Atara Biotherapeutics
4.1.9. Xenetic Biosciences
4.1.10. Cabaletta Bio
4.1.11. Atara Biotherapeutics
4.1.12. Legend Biotech
4.1.13. Mustang Bio
4.1.14. JW Therapeutics
4.1.15. Atara Biotherapeutics
4.1.16. Gracell Biotechnologies
4.1.17. Vor Biopharma
4.1.18. Adicet Bio
4.1.19. CARsgen Therapeutics
4.1.20. Xenetic Biosciences
4.1.21. Caribou Biosciences
4.1.22. Celyad Oncology
4.1.23. Adicet Bio
4.1.24. Legend Biotech
4.1.25. Kyverna Therapeutics
4.1.26. Arcellx
4.1.27. TC Biopharm
4.1.28. Celularity
4.1.29. TC BioPharm
4.1.30. Precision Biosciences
4.1.31. Legend Biotech
4.1.32. TC Biopharm
4.1.33. Vor Biopharma
4.1.34. Precigen
4.1.35. TC Biopharm
4.1.36. Celularity
4.1.37. Legend Biotech
4.1.38. Coeptis Therapeutics
4.1.39. Caribou Biosciences
4.1.40. Cargo Therapeutics
4.1.41. Kyverna Therapeutics
4.1.42. Mustang Bio
5. CAR-T LICENSING DEALS (90 Total)
5.1. CAR-T Licensing Deals & Values, January 2015 to February 2025
