Granza Bio

What do they actually do

Granza Bio is developing a drug‑delivery platform intended to carry protein, RNA, or cell‑derived payloads to specific tissues with fewer off‑target effects. The approach builds on the discovery of immune-cell “attack particles” from the co‑founder’s Oxford lab and a protein-based “shell” concept to package and direct therapeutic cargo Granza site TechCrunch LinkedIn.

Today the company is in early R&D, focusing on preclinical delivery capabilities for oncology and genetic medicines. Granza raised a $7M seed round to advance its platform and is positioning to work with biotechs and translational groups that need tissue-targeted delivery with predictable immune profiles TechCrunch BioSpace.

Who are their target customer(s)

• Early- and mid-stage biotech/pharma teams building protein, RNA, or cell-derived oncology therapies: They need reliable ways to deliver payloads to specific tissues or tumors without broad immune activation. Current carriers (e.g., some LNPs) can have limited tissue targeting and raise immunogenicity/stability issues.
• Groups developing therapies based on immune‑cell–derived effectors (e.g., “attack particles”): Their discovery-stage molecules lack an off‑the‑shelf delivery system that can package autonomous killing entities and direct them to target tissues without unwanted immune responses.
• Academic translational labs moving genetic medicines toward the clinic: Projects stall when delivery vehicles are too immunogenic, unstable, or cannot reach difficult sites (e.g., across the blood–brain barrier), preventing promising candidates from reaching human studies.
• Clinical teams running early oncology trials: Broad distribution instead of tumor-concentrated exposure can cause toxic side effects and trial failures. They need delivery that reduces off‑target exposure and improves the therapeutic window.
• CDMOs, pharma BD, and platform integrators: They require delivery tech that’s manufacturable at scale, cargo‑agnostic, and with predictable immunogenicity to support investment and regulatory plans; many existing options fall short on one or more of these needs.

How would they acquire their first 10, 50, and 100 customers

• First 10: Run low‑cost, data‑sharing proof‑of‑concept pilots with academic labs and small biotechs (attack‑particle, RNA, or protein programs), offering measurable tissue‑targeting readouts in exchange for co‑authorship or short license options; source these via Oxford networks and YC/seed investor intros to avoid cold outreach.
• First 50: Package pilots into a repeatable “early access” service (clear deliverables, MTA/data terms, predictable pricing) and hire a small BD/applications team. Source leads via targeted conferences and investor introductions, converting successful pilots into paid development partnerships.
• First 100: Expand into multi‑project contracts and licensing with mid‑stage biotechs, CDMOs, and pharma BD. Formalize GMP‑ready handoffs with select CDMOs, create 2–3 public case studies from pilot data, and use publications plus investor/conference channels to open enterprise BD with larger pharma.

What is the rough total addressable market

Top-down context:

Delivery-focused markets total in the tens of billions today. Targeted drug delivery is ~$9.8B in 2024, RNA therapeutics ~$20.3B in 2025, and biologics CDMO ~$22B in 2024, with rapid growth expected Targeted delivery RNA therapeutics Biologics CDMO.

Bottom-up calculation:

A conservative delivery TAM approximates the sum of targeted delivery (~$9.8B, 2024) + RNA therapeutics (~$20.3B, 2025, as delivery‑dependent spend) + biologics CDMO (~$22B, 2024) ≈ ~$50B today, acknowledging overlap Targeted delivery RNA therapeutics Biologics CDMO.

Assumptions:

• Some overlap exists among categories; figures are illustrative upper bounds, not unique dollars.
• RNA therapeutics spend is partially attributable to delivery needs and partner services.
• Oncology is the end market (hundreds of billions), but only delivery-enabling spend is counted here Oncology context.

Who are some of their notable competitors

• Acuitas Therapeutics: Licenses lipid nanoparticle (LNP) delivery systems to partners rather than developing its own drugs; widely used for genetic medicine delivery Acuitas.
• ReCode Therapeutics: Developer of SORT LNPs for selective organ targeting to deliver mRNA, siRNA, and gene-editing cargos beyond the liver ReCode Science.
• Capsida Biotherapeutics: Engineers next‑generation AAV capsids with improved tissue tropism and reduced off‑targeting for gene therapy applications Capsida.
• Evox Therapeutics: Uses engineered exosomes to deliver genetic medicines, aiming to reach tissues like the CNS with repeatable, lower‑immunogenic delivery Evox.
• Aera Therapeutics: Building multiple delivery platforms—targeted LNPs, antibody‑oligonucleotide conjugates, and protein nanoparticles—to expand tissue targeting for genetic medicines Aera Science.