Oligonucleotide Therapeutics Report: What Patent Intelligence Reveals About the Next Wave of Platform Competition

As oligonucleotides move beyond rare disease into common indications, two forces are deciding who wins: platform IP across chemistry, delivery, and the 2027-2036 expiry wave, and market execution across trials, sponsors, and licensing. - Patent Intelligence: who owns the freedom to operate, and where the platform race is headed next. Oligonucleotide therapeutics are entering a new phase of platform competition, not decided by who owns a therapeutic sequence but by who controls the technology around it. As the field moves beyond early rare-disease proof points into common indications with larger end markets, the centre of value is shifting toward the broader stack: chemical modification, conjugation, delivery, manufacturing, target-tissue access, and platform scalability. This shift raises the bar for Intellectual Property (IP) intelligence. Keyword-based patent search is no longer enough because the signal that matters has moved away from the sequence and into the technology around it (chemical modifications, delivery and conjugation disclosures, and process claims), and increasingly into who is emerging as a platform owner. Reading the landscape now means connecting patent, biological, chemical, clinical, and commercial intelligence in one view. This report uses Patsnap Analytics, Bio, and Synapse to examine how oligonucleotide IP is evolving across four strategic questions: • Who owns the core patent estate across approved products, clinical candidates, and enabling platforms? • How are companies protecting platform value through sequence, formulation, new-use, delivery, conjugation, process, and lifecycle claims? • Where is innovation concentrating across chemistry, delivery, manufacturing, geography, and data assets? • What does the 2027–2036 expiry wave unlock for incumbents, fast-followers, and new platform entrants?