Investment Case

Summary

Founded in 2020 as a spin-out from 4basebio AG, 4basebio PLC is listed on London Stock Exchange AIM market and is focused on the development and commercialisation of synthetic DNA for use in cell & gene therapies and vaccines.

The company has rapidly grown from early-stage R&D into a fully integrated, GMP-certified manufacturer with commercial operations in the UK, Spain, and the United States. Through sustained investment, strategic partnerships, and a strong scientific foundation, 4basebio is now a leader in synthetic DNA.

With accelerating market demand for DNA along with the widely recognised limitations of incumbent  plasmid DNA, 4basebio is exceptionally well positioned to become a leading supplier of DNA for the rapidly growing cell and gene therapies and vaccines markets.

A Compelling Market Opportunity

The global markets for mRNA therapeutics and vaccines, AAV therapies, gene editing and DNA vaccines are expected to grow rapidly¹, driven by innovation in personalized medicine, oncology, gene correction strategies and infectious disease prevention. These applications rely on high-quality DNA as a core component—and the demand for GMP-grade material continues to increase as more programs enter clinical development.

A Disruptive Alternative to Plasmid DNA

4basebio’s synthetic DNA technology is designed to overcome the inherent drawbacks of incumbent plasmid DNA, which has historically dominated the field. Plasmid DNA is produced in bacteria, resulting in:

  • Slow manufacturing lead times

  • Bacterial contamination

  • Limitations in construct complexity

In contrast, 4basebio’s enzymatically produced synthetic DNA:

  • Is produced in a cell-free system, omitting bacterial contaminants and the use of antibiotics

  • Is free from bacterial sequences and antibiotic resistance markers, containing only the sequence of interest therefore facility dose reductions

  • Offers faster, scalable, and highly reproducible production

  • Can be tailored in structure (e.g. open, closed, stabilized) to meet specific application needs

4basebio is focused on delivering to its customers application-specific optimized DNA which is both safer and faster; meeting regulatory and technical requirements across therapy and vaccine markets.

Positioned for Success

In quick order, 4basebio has developed the infrastructure, capabilities, and market access to now scale commercially:

  • Regulatory Readiness: UK MHRA-issued GMP manufacturing licence

  • Strong IP Foundation: 29 patent families and growing

  • Validated by Customers: Clinical-grade supply to pharma clients and first in use human trials

  • Strategic Investment: £40 million raised most recently to support global growth

  • Global Expansion: Commercial presence in the US, EU, and APAC

¹ Market forecasts show the mRNA market projected to exceed $59 billion by 2031 (13.3% CAGR), the gene editing sector expected to grow to over $40 billion by 2034 (15.8% CAGR), the viral vector manufacturing market reaching $8.5 billion by 2033 (22% CAGR), and the DNA vaccines market forecast to expand steadily to over $650 million by 2028 (6.2% CAGR).