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合成生物学投资趋势：2024年第四季度

医药生物 2025-04-18 SynBioBeta 陈宫泽凡

Synthetic biology (合成生物学) venture investment rebounded in Q4 2024 and for the full year 2024, with startups securing $4.3 billion in funding in Q4, a $2.6 billion increase from the previous quarter and a $2.6 billion increase from the same quarter in 2023. Year-to-date, synthetic biology startups raised $12.2 billion in 2024, compared to $10.7 billion in 2023, reflecting a $1.5 billion change. The rise in investment is attributed to both capital entering existing firms and a new cohort of companies entering the field. Average transaction amounts in 2024 were higher than the trend of the last five years, primarily due to a reduction in deal count.

The United States leads in synthetic biology venture capital, though other countries' share of VC is increasing. The SynBio Stack segments investment into Automation (Software and Hardware), R&D Services, Supply Chain, and Industry Applications. Industry Applications remain the segment receiving the most funding, with $8.9 billion raised in 2024 compared to $8.9 billion in 2023.

Automation - Software: Q4 2024 funding was $58.8 million, a decrease of $90.7 million from the previous quarter and $722.3 million from the same quarter in 2023. Year-to-date funding was $498.4 million, compared to $1.2 billion in 2023.

Automation - Hardware: Q4 2024 funding was $77.9 million, an increase of $64.4 million from the previous quarter but a decrease of $341.2 million from the same quarter in 2023. Year-to-date funding was $108.4 million, compared to $449.5 million in 2023.

Research and Development Services: Q4 2024 funding was $218.0 million, a decrease of $131.4 million from the previous quarter but an increase of $56.5 million from the same quarter in 2023. Year-to-date funding was $3.0 billion, compared to $1.1 billion in 2023.

Supply Chain: Investment in the supply chain includes companies providing services such as contract manufacturing, DNA synthesis, and genetic tools. Specific data on funding trends within this segment was not provided in the excerpt.

Organism Engineering Platforms: Q4 2024 funding was $37.6 million, a decrease of $47.4 million from the previous quarter and $70.1 million from the same quarter in 2023. Year-to-date funding was $329.6 million, compared to $558.1 million in 2023.

Industry Applications: Q4 2024 funding was $4.0 billion, an increase of $2.6 billion from the previous quarter but a decrease of $2.5 billion from the same quarter in 2023. Year-to-date funding was $8.9 billion, compared to $8.9 billion in 2023.

Agriculture: Q4 2024 funding was $46.6 million, a decrease of $88.2 million from the previous quarter and $123.4 million from the same quarter in 2023. Year-to-date funding was $328.1 million, compared to $242.9 million in 2023.

Healthcare and BioPharma: Q4 2024 funding was $751.5 million, a decrease of $212.7 million from the previous quarter and $344.6 million from the same quarter in 2023. Year-to-date funding was $4.9 billion, compared to $6.4 billion in 2023.

Chemicals and Materials: Q4 2024 funding was $1.7 billion, a significant increase of $1.6 billion from the previous quarter and $1.6 billion from the same quarter in 2023. Year-to-date funding was $1.8 billion, a notable increase from $1.3 billion in 2023.

Food and Nutrition: Q4 2024 funding was $22.7 million, a decrease of $149.9 million from the previous quarter and $54.3 million from the same quarter in 2023. Year-to-date funding was $451.0 million, compared to $798.6 million in 2023.

Energy and Environment: Q4 2024 funding was $1.5 billion, a significant increase of $1.4 billion from the previous quarter and $1.1 billion from the same quarter in 2023. Year-to-date funding was $1.5 billion, compared to $659.3 million in 2023.

Investment Trends inSynthetic Biology: 2024-4QSynBioBeta 2025 Investor Report May 5 - 8, 2025 | San Jose Convention Center, California Get ready for the future of Biology AI is Rewriting the Rules of Biology and The Future is Programmable ContentExperiences180+ NetworkingOpportunities20+ Sponsors & Exhibitors200+ Table of Contents Investment Trends by Synbio StackAutomation - SoftwareAutomation - Hardware679 Synbio Industry Applications Healthcare and BioPharmaChemicals and MaterialsFood and NutritionEnergy and Environment29323538 Synthetic Biology Overall Investment Trends Venture Investment in Synthetic Biology Rebounded in Q4 and for 2024 overall In the fourth quarter of 2024, startups in the synthetic biology sector secured a total of $4.3 billionin funding. This marked an increase of $2.6 billion, or 59.2%, from the previous quarter's $1.8billion. In the same quarter of the previous year, startups raised $1.7 billion, resulting in a $2.6 In 2024, new capital and new companies came back to synthetic biology While venture investment is still down from 2021's high, its rise in 2024 can be attributed to bothmoney entering existing firms, and a new cohort of companies entering the Synthetic biology space.Since 2018, about 150 companies have come in to the field. Venture investment in general between SynBioBeta 2025 Investor Report Average Investment Amount & Deal Count Interestingly, average transaction amounts in 2024 were generally higher than the trend of thelast five years, excepting the unusual quarters during the peak. It is primarily a reduction in Synthetic Biology is a Global Undertaking In this year's report, we analyzed the location of companies getting venture investment.Unsurprisingly, the United States leads by a large margin, which it does in every area of venturecapital, for historical and economic reasons. The trend over time is seeing other countries' share Overall investment by country up to 2024of VC increasing, even while the US remains strong. The challenges synthetic biology startupsaddress are global, and home-grown startups are emerging in more and more markets.Overall investment by country up to 2024 Investment Trends by Synbio Stack As in years past, we break down the overall venture investment numbers into segments related totechnology, application, and industry.The first dimension of segmentation is what SynBioBeta callsthe "Synbio Stack". Like in computer systems where networks, data storage, and user interfaces all Automation - HardwareAutomation - SoftwareR&D ServicesSupply ChainIndustry Applications Within each of these layers are subgroups, like Artificial Intelligence / Machine Learning and BioCADin Software, lab robots in Hardware, or Food and Nutrition in industry applications. Looking at theinvestment in each layer over the years, we see that the industry applications layer remains far andaway the segment that receives the most funding.Note that the amounts in this chart are greater It is also instructive to see the number of transactions ever in each layer, where again IndustryApplications is dominant. All in all, there are about 900 companies in the field since its inception,which have received more than 3800 transactions. As above, some companies fall into more thanone segment, since as a given space matures, some firms leave through closure or aquisition, Investment Trends by Synbio Stack Automation - Software The category of Automation - Software expands on our previous category of Bio-CAD, addingArtificial Intelligence and Machine Learning (AI/ML), and Lab Operations tools: Bio-CAD (computer-aided design) includes software tools for bioengineering, used for designand simulation of biological tissues, metabolic pathways, gene expression, and modeling otherbiological processes and structures.Artificial Intelligence and Machine Learning is a rapidly advancing approach to modeling andpredicting biological systems in silico before conducting experiments using physicalbiochemicals, cells, and organisms.Lab Operations software manages consumables, experiments, data, and other information SynBioBeta 2025 Investor Report Automation - Software In the fourth quarter of 2024, startups in the Automation - Software industry secured funding of$58.8 million, marking a decrease of $90.7 million (154.4%) from the previous quarter's $149.5million. During the same period last year, startups raised $781.1 million, reflecting a decrease of TheAutomation - Hardwaresegment includes everything from complete cloud Labs and biofoundaries, to makers of lab robotics and individual instruments. These are the tools that makeengineering biology less dependent on human hands and eyes, and able to evolve more rapidly. Cloud Labsare highly automated, centralized research laboratories that can be accessedremotely over the internet. Scientists can conduct experiments by issuing commands to thecloud lab through a user interface, without needing to physically be pres

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合成生物学投资趋势：2024年第四季度

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