“As approvals accelerate, manufacturing
scales and safety scrutiny intensifies simultaneously, market intelligence has
stopped being a convenience for the CGT ecosystem and become a condition of
doing business”-
Payal Rabde
, Research
& Data Analytics
Towards Healthcare Research &
Consulting, a global healthcare market intelligence and strategic advisory
firm, today announced the availability of its Cell & Gene Therapy
Intelligence Dashboard, a
decision-support
platform built to give pharmaceutical companies
, biotechnology developers,
CDMOs, investors, and regulatory affairs teams a continuously updated view of
an industry that is now moving too fast, and carrying too much capital and
clinical risk, to be tracked through quarterly reports and scattered press
coverage alone.
An Industry That No Longer Moves on an
Annual Clock
I have spent more than two decades
advising
life sciences organizations on market entry
, competitive positioning, and
portfolio strategy, and I have not seen a therapeutic category compress this
much consequence into this short a timeframe. Cell and gene therapy is
simultaneously in its adolescence and its reckoning.
The regulatory pathway that began with
Kymriah's 2017 approval has now produced roughly 49 approved
cell
and gene therapies in the United States
, according to industry tracking
cited by Contract Pharma, with the field expected to add another 10 to 20
approvals a year going forward. At the same time, 2025 delivered one of the
sector's sharpest reminders that commercialization and safety are not separate
workstreams they are the same workstream, and organizations that fail to
monitor both in real time expose themselves to reputational, regulatory, and
balance-sheet risk within a matter of weeks.
This is the operating environment the
Towards
Healthcare Cell & Gene Therapy Intelligence Dashboard
was built for.
Not a static report that ages the moment it is published, but a living
instrument that tracks pipeline movement, regulatory designation changes,
manufacturing capacity, and capital flows as they happen.
“Insight drives every successful commercialization strategy but only
if it arrives before the decision, not after it.”
Connect with me to explore customized
market intelligence and the Cell & Gene Therapy Intelligence Dashboard:
The Science Has Diversified Faster Than
Most Commercial Teams Have Adapted
Cell and gene therapy is no longer a single
modality with a single business model. It is a family of distinct scientific
platforms, each with its own manufacturing economics, regulatory posture, and
competitive dynamics:
Cell therapy
,
spanning hematopoietic and mesenchymal stem cell approaches, CAR-T, TCR-T,
tumor-infiltrating lymphocyte (TIL) therapy, NK cell therapy, and emerging
macrophage and dendritic cell platforms, held approximately 64.78% of global
cell and gene therapy market revenue in 2025, according to Towards Healthcare's
market sizing (Report Code: 5052).
Gene therapy
,
delivered through in-vivo or ex-vivo approaches, accounted for the remaining
35.22% and is forecast to grow at the faster rate of the two segments through
2035.
Viral vector delivery
principally AAV, lentivirus, retrovirus, and adenovirus platforms
remains dominant, commanding 72.20% of the market by vector type in 2025, while
non-viral delivery
, including lipid nanoparticles and
electroporation-based systems, held 27.80% and is scaling quickly on the
strength of improved safety profiles and manufacturing economics.
Gene editing
has itself fragmented into competing technical schools of thought: CRISPR-Cas9
nuclease editing, base editing, and prime editing each carry different
precision, off-target, and regulatory risk pro a distinction that is no
longer academic now that clinical-stage safety signals have started to
differentiate them in the eyes of regulators and investors alike.
Where innovation accelerates, intelligence
becomes indispensable.
A commercial strategy team
benchmarking a CAR-T asset against TCR-T and NK-cell competitors is not making
one comparison it is making a dozen, across efficacy, manufacturing turnaround
time, cost of goods, and reimbursement posture, often before a single
peer-reviewed data set is public. The Towards Healthcare dashboard consolidates
these comparative data points into a single competitive view rather than
requiring analysts to reconstruct them from conference abstracts and earnings
call transcripts.
Every approval changes the competitive landscape the question is
whether your organization sees it change in real time or reads about it a
quarter later.
Manufacturing Has Become the Industry's
Central Strategic Battleground
If clinical development defined the first
decade of cell and gene therapy, manufacturing capacity is defining this one.
The CDMO segment of the cell and gene therapy market alone was valued at
approximately USD 3.14 billion in the United States in 2025 and is projected to
reach USD 37.5 billion by 2035 at a CAGR of 28.15%, according to Towards
Healthcare's CDMO-specific market sizing a growth rate that outpaces the
broader therapeutic market because so much of the sector's near-term bottleneck
sits in vector production, cleanroom capacity, and closed-system automation
rather than in science itself.
The past eighteen months have produced a
wave of capacity commitments that illustrate how seriously the industry is
treating this constraint. Fujifilm Diosynth committed roughly USD 2 billion to
a new gene therapy manufacturing facility in North Carolina, a move widely read
as positioning against BIOSECURE Act-driven supply chain shifts away from
Chinese manufacturing partners. Lonza expanded viral vector capacity by approximately
50% across its Houston and Visp, Switzerland facilities between 2024 and 2025
to meet accelerating demand.
In August 2025, Lonza also partnered with
Excellos and Akadeum Life Sciences specifically to improve upstream cell
therapy starting-material quality a sign that manufacturing competition has
moved beyond raw capacity into process consistency and yield optimization.
Catalent, now under Novo Holdings ownership following the largest CDMO
transaction in the sector's history, has continued expanding its OneBio
manufacturing
platform across biologics
, cell and gene therapy, and mRNA production.
Meanwhile, India is emerging as a genuine alternative manufacturing hub, with
hubs in Hyderabad, Bengaluru, and Pune scaling GMP-grade capacity at a reported
27% growth rate the fastest of any national market.
Get in Touch with Us: Have questions or need tailored healthcare
market intelligence? Contact our team today.
From pipeline to commercialization, every
milestone matters and increasingly, so does every square foot of cleanroom
capacity behind it.
Organizations evaluating CDMO
partnerships, assessing regional manufacturing exposure, or benchmarking
cost-of-goods trajectories need continuously updated visibility into facility
additions, technology transfer announcements, and capacity utilization
precisely the kind of fragmented, fast-moving information the Towards
Healthcare CDMO Landscape module was designed to consolidate.
The Capital Environment Has Turned More
Selective, Not Less Serious
Any credible market intelligence function
has to resist the temptation to tell only the growth story. Venture funding
into cell and gene therapy has contracted meaningfully since its 2021 peak.
According to figures reported in the trade press, venture capital deal volume
across biotech broadly fell around 61% between 2021 and 2025, while the number
of CGT-specific deals dropped by roughly 66% over the same period, with average
CGT venture round sizes down to approximately USD 60 million in 2025. Some
organizations have pulled back from the space entirely: Galapagos wound down
its cell therapy division in late 2025 after failing to find a buyer, and
Takeda has redirected its own research emphasis away from cell therapy toward
small molecules, biologics, and
antibody-drug
conjugates
.
Turn industry complexity into strategic
clarity
because the funding contraction is not
uniform, and treating it as a single narrative would mislead as much as it
informs. Roughly half of remaining CGT venture activity is concentrated in
Series B rounds, the inflection point where companies move from platform
validation into clinical proof-of-concept, suggesting investors are still
willing to fund derisked, later-stage science even as they avoid platform-stage
speculation. Notable late-2025 and 2026 financings include Orca Bio's USD 250
million round, Dispatch Bio's USD 216 million raise, and Allogene Therapeutics'
USD 200.4 million financing, alongside Souffle Therapeutics' USD 200 million
Series A for targeted siRNA delivery. Strategic M&A has, if anything,
intensified even as venture funding cooled: AbbVie's acquisition of Capstan
Therapeutics, which develops in-vivo CAR-T and RNA delivery platforms, closed
in August 2025 with up to USD 2.1 billion in upfront consideration, while Eli
Lilly's acquisition of Adverum Biotechnologies in October 2025 extended large
pharma's continued appetite for gene therapy delivery assets even as smaller
developers struggle to raise.
The right data transforms decisions into
opportunities.
For investors and corporate
development teams, distinguishing between a sector in retreat and a sector in
disciplined consolidation is exactly the kind of judgment call that benefits
from continuously updated funding, M&A, and licensing data rather than a
single backward-looking annual report.
Regulatory Momentum Continues, But So
Does Regulatory Scrutiny
The FDA's approval cadence for cell and
gene therapies remains historically strong. The agency approved nine new
cellular and gene therapy products in 2024 alone, spanning oncology, hematology
and immunotherapy, neurology, genetic disorders, and cardiovascular disease.
Casgevy, the first CRISPR-based therapy
approved for sickle cell disease, cleared the FDA in December 2023 alongside
Vertex and CRISPR Therapeutics' broader hemoglobinopathy program, while
bluebird bio's lovo-cel received approval the same month giving clinicians and
payers two curative, mechanistically distinct gene therapies for the same
disease within a single approval cycle.
In April 2026, Regeneron's lunsotogene
parvec became the first FDA-approved gene therapy for OTOF-related hearing
loss, notable both as a genuine first-in-category approval and for the
company's decision to supply the therapy free of charge in the U.S. at launch
an unusual commercial posture for a one-time gene therapy that market access
teams across the industry are watching closely.
But 2025 also delivered the sector's most
consequential safety episode in years. Sarepta Therapeutics disclosed three
patient deaths associated with Elevidys, its AAV-based Duchenne muscular
dystrophy gene therapy, and a related death in a limb-girdle muscular dystrophy
trial using the same AAVrh74 vector platform all attributed to acute liver
failure. The FDA requested a voluntary shipment suspension in July 2025, placed
Sarepta's LGMD gene therapy trials on clinical hold, revoked the AAVrh74 platform's
expedited-review designation, and ultimately required a black-box warning and a
postmarketing observational study of roughly 200 patients.
Separately, Intellia Therapeutics' in-vivo
CRISPR candidate nex-z was placed on clinical hold in October 2025 following a
liver toxicity-related death, with the FDA lifting the hold on one Phase 3
trial in January 2026 even as management has publicly acknowledged it cannot
yet rule out that the toxicity signal reflects a broader in-vivo CRISPR
platform risk rather than a target-specific one.
Real-time intelligence creates
competitive advantage
nowhere more literally than
here. A single safety signal in one AAV-based program can, and did, affect
regulatory posture toward an entire vector class, reshaping how competitors,
payers, and clinicians evaluate unrelated assets built on the same delivery
platform. Organizations that were monitoring RMAT designations, black-box
warning proceedings, and clinical hold announcements as they were issued had a
materially different strategic picture than those relying on quarterly
competitive updates. This is precisely the kind of cross-program regulatory
contagion that the Towards Healthcare dashboard's Regulatory Updates and
FDA/EMA Approvals modules are built to surface as it develops, not after the
fact.
Commercial Execution Is Now the
Differentiator, Not Just Approval
Approval is no longer the finish line it
once was; commercial execution against manufacturing capacity, treatment center
activation, and earlier-line adoption now determines which therapies actually
reach patients at scale. Legend Biotech's Carvykti, a BCMA-directed CAR-T
therapy for
multiple
myeloma developed with Johnson & Johnson
, generated approximately USD
1.9 billion in net trade sales across full-year 2025, with fourth-quarter sales
of USD 555 million reflecting 66% year-over-year growth.
The therapy has now treated more than
10,000 patients across 294 treatment sites globally, supported by manufacturing
expansion across facilities in Raritan, New Jersey; Ghent, Belgium; and a
Novartis-operated site under a three-way manufacturing agreement with
international markets growing 335% year-over-year in 2025 as Carvykti launched across
14 global markets. By contrast, Novartis' Kymriah, the CAR-T therapy that
opened this category in 2017, posted a 17% year-over-year sales decline in the
most recent reporting period, illustrating how quickly commercial leadership
can shift even within an approved, reimbursed modality once competitive and
manufacturing dynamics change.
Monitor today's breakthroughs before
they reshape tomorrow's market.
Commercial strategy
and market access teams evaluating where to position a CAR-T or gene therapy
launch increasingly need line-of-sight not just into competitor approvals, but
into competitor treatment center counts, manufacturing turnaround times, and
line-of-therapy penetration data that historically lived across disconnected
earnings transcripts, conference presentations, and payer bulletins
Introducing the Towards Healthcare Cell
& Gene Therapy Intelligence Dashboard
The Towards Healthcare Cell & Gene
Therapy Intelligence Dashboard was built to answer a question I hear from
clients in nearly every strategy conversation:
where do I go to see all of
this in one place, updated continuously, rather than piecing it together from a
dozen sources every quarter?
The dashboard consolidates the following
intelligence domains into a single decision-support environment:
➔
Pipeline
Intelligence
candidate-level tracking across cell
therapy, gene therapy, and gene-editing modalities, from preclinical through
pre-registration.
➔
Clinical
Trial Intelligence
trial status, enrollment, and
outcome tracking across CAR-T, TCR-T, NK-cell, stem cell, and in-vivo/ex-vivo
gene therapy programs.
➔
FDA
and EMA Approval Tracking
including RMAT, Fast
Track, PRIME, and orphan drug designation activity, so regulatory affairs teams
see designation changes as they are issued rather than in a subsequent
bulletin.
➔
Company
Profiles and Competitive Benchmarking
standardized
comparative views across developers, from large pharma to emerging biotech,
updated as clinical, regulatory, and commercial milestones occur.
➔
Manufacturing
Facilities and CDMO Landscape
capacity additions,
technology transfer announcements, and regional manufacturing footprint shifts,
including the CDMO-versus-in-house-versus-hybrid dynamics reshaping sourcing
strategy.
➔
Funding
and Investment Trends
venture financing, private
equity activity, and public market movement across the CGT capital stack.
➔
Strategic
Partnerships, Licensing Deals, and M&A
deal
terms, structure, and strategic rationale as transactions close.
➔
Technology
Platform Tracking
CRISPR, base editing, prime
editing, viral and non-viral vector platforms, tracked by clinical maturity and
safety profile.
➔
Regional
Market Intelligence
segment-level data across North
America, Europe, Asia Pacific, Latin America, and the Middle East and Africa.
➔
Pricing,
Reimbursement, and Commercialization Tracking
payer
decisions, outcome-based contracting models, and market access developments as
they emerge.
➔
Market
Sizing and Forecasting
continuously updated
revenue, patient population, and therapeutic-class forecasts built on Towards
Healthcare's proprietary modeling.
Every one-time treatment carries a
lifetime of commercial and regulatory consequence the intelligence supporting
it should be built to match.
What Executives Are Telling Us
Conversations
with clients across biopharma
, CDMOs, and institutional investors over the
past year point to a consistent set of priorities: manufacturing scale-up risk,
regulatory designation volatility following high-pro events, the
shift of capital toward later-stage and derisked assets, and growing pressure
to demonstrate real-world commercial execution rather than approval alone. These
are not abstract concerns they are the direct, practical consequence of an
industry where approval velocity, capital selectivity, and safety scrutiny are
now moving on the same timeline rather than in sequence.
Turn industry complexity into strategic
clarity, and turn strategic clarity into competitive position.
That is, in one sentence, the value proposition behind continuous
market intelligence in this category.
A New Commercial Era, Built on a
Foundation That Still Needs Watching Closely
Cell and gene therapy has moved past the
question of whether curative, one-time treatments are scientifically
achievable. Casgevy, Carvykti, and the therapies that follow them have already
answered that question. What remains open and what will determine which
organizations lead this category over the next decade is whether companies can
manufacture at scale, price and reimburse sustainably, and manage safety
signals with the transparency and speed that regulators, clinicians, and
patients now expect.
That is why continuous, centralized
intelligence has stopped being optional. A market growing at 18.1% annually,
with regulatory designations that can be revoked within weeks of a safety
signal, and a capital environment that rewards precision over enthusiasm, is
not a market that can be navigated on a quarterly cadence. It requires the kind
of always-on visibility the Towards Healthcare Cell & Gene Therapy
Intelligence Dashboard was purpose-built to provide.
The right intelligence does not predict
the future of cell and gene therapy it simply makes sure you are never the last
to see it arrive.
Access the Full Market Analysis and
Dashboard
Organizations seeking a deeper,
continuously updated view of the global cell and gene therapy landscape can
access the following resources:
Cell and Gene Intelligence Dashboard
:
Towards Healthcare Research and
Consulting:
Sales:
sales@towardshealthcare.com
Media Contact
Sanskruti Sathe:
sanskruti.s@towardshealthcare.com
General contact: