Maravai LifeSciences: CleanCap vs. Enzymatic Capping
Former VP at Maravai LifeSciences
inpractise.com/articles/maravai-lifesciences-cleancap-vs-enzymatic-capping-yield-cost-and-market-dynamics
Former VP at Maravai LifeSciences
Interview Transcript
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It sounds like you can improve enzymatic capping yield to match CleanCap at most. It's hard to see how they would surpass CleanCap, which is already in the mid-90s. The risk is if enzymatic capping catches up with CleanCap on yield, CleanCap might have to lower the reagent price. It seems like a pricing issue.
Absolutely. I've advocated for reassessing CleanCap's cost to avoid pricing ourselves out of programs worldwide. The gap between enzymatic and CleanCap isn't insurmountable. The strategy should have been to avoid commoditizing the price. It's a premium IP with a great product, but it should be in over 70% of mRNA programs globally, not limited by pricing. Pricing was a contentious issue in partnering at TriLink.
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