Logicbio Therapeutics, Inc. (LOGC): Modelo de negócios Canvas [Jan-2025 Atualizado]

A Logicbio Therapeutics está revolucionando o cenário da medicina genética com sua inovadora plataforma de tecnologia de geração, oferecendo esperança transformadora para pacientes com distúrbios genéticos raros. Ao alavancar técnicas inovadoras de edição de genes e parcerias estratégicas, esta empresa de biotecnologia de ponta está pronta para desenvolver terapias de precisão que possam potencialmente reescrever o futuro do tratamento genético. Sua abordagem única combina experiência científica, plataformas tecnológicas avançadas e um profundo compromisso de atender às necessidades médicas não atendidas, posicionando o Logicbio como um potencial mudança no mundo complexo da terapêutica genética.

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: Parcerias -chave

Colaborações com instituições de pesquisa acadêmica

A Logicbio Therapeutics estabeleceu parcerias com as seguintes instituições de pesquisa acadêmica:

Instituição	Foco na pesquisa	Ano de colaboração
Instituto de Tecnologia de Massachusetts (MIT)	Tecnologias de edição do genoma	2018
Universidade de Harvard	Pesquisa de terapia genética	2019

Parcerias estratégicas com empresas farmacêuticas

A Logicbio desenvolveu parcerias estratégicas com as seguintes empresas farmacêuticas:

• Takeda Pharmaceutical Company Limited - Colaboração no Desenvolvimento de Medicina Genética
• Pfizer Inc. - Pesquisa conjunta em tecnologias de terapia genética

Acordos de licenciamento para tecnologias de medicina genética

Tecnologia	Licenciante	Termos de licenciamento	Ano
Tecnologia Generide ™	Mit	Licença mundial exclusiva	2017
Plataforma de edição do genoma	Universidade de Harvard	Contrato de licenciamento não exclusivo	2020

Alianças de pesquisa com redes de ensaios clínicos

A Logicbio Therapeutics estabeleceu alianças de pesquisa com as seguintes redes de ensaios clínicos:

• NORD (Organização Nacional para Distúrbios Raros) Rede de Ensaios Clínicos
• Rede de Pesquisa Clínica de Doenças Raras (RDCRN)

Total Partnership Investments a partir de 2023: US $ 12,3 milhões

Número de parcerias ativas: 7

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: Atividades -chave

Edição de genes e pesquisa de terapia genética

No quarto trimestre 2023, a Logicbio Therapeutics se concentrou em pesquisas raras de doenças genéticas pediátricas com um investimento de US $ 12,3 milhões em despesas de P&D.

Área de foco de pesquisa	Investimento	Estágio atual
Doenças genéticas pediátricas raras	US $ 12,3 milhões	Desenvolvimento pré -clínico

Desenvolvimento da Plataforma de Tecnologia Generide

A plataforma de tecnologia generide proprietária do Logicbio representa um ativo estratégico principal para intervenções de edição de genes.

• Custos de desenvolvimento da plataforma de tecnologia: US $ 5,7 milhões em 2023
• Pedidos de patentes arquivados: 3 novos métodos de edição de genes patentes
• Pessoal de pesquisa dedicado: 18 cientistas especializados

Gerenciamento de ensaios pré -clínicos e clínicos

O Logicbio possui estudos pré -clínicos em andamento para vários candidatos terapêuticos.

Tipo de teste	Número de ensaios em andamento	Investimento total
Ensaios pré -clínicos	2 programas ativos	US $ 8,2 milhões

Desenvolvimento e proteção da propriedade intelectual

A propriedade intelectual representa um ativo estratégico crítico para o Logicbio.

• Portfólio de patentes totais: 12 patentes emitidas
• Despesas anuais de proteção de IP: US $ 1,9 milhão
• Jurisdições de patentes: Estados Unidos, União Europeia

Avanço do candidato ao produto terapêutico

O Logicbio mantém um pipeline focado de candidatos terapêuticos.

Candidato a produto	Alvo de doença	Estágio de desenvolvimento
LB-001	Acidemia metilmalônica	Pré -clínico

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: Recursos -chave

Plataforma de modificação genética de geração proprietária

A plataforma tecnológica principal da LogicBio Therapeutics, Generide, permite modificações genéticas precisas. A partir do quarto trimestre 2023, a plataforma representa um ativo intelectual crítico com possíveis aplicações em vários distúrbios genéticos.

Característica da plataforma	Especificação
Tipo de tecnologia	Edição/modificação de genes
Status de patente	Múltiplas patentes pendentes/emitidas
Estágio de desenvolvimento	Pré -clínico para o início clínico

Experiência científica em medicina genética

O Logicbio mantém uma equipe especializada de pesquisadores e profissionais de medicina genética.

• Cientistas do nível de doutorado: 24
• Especialistas em Engenharia Genética: 18
• Especialistas em desenvolvimento clínico: 12

Instalações de pesquisa e desenvolvimento

O Logicbio opera infraestrutura de pesquisa especializada que apoia o desenvolvimento de medicina genética.

Tipo de instalação	Localização	Metragem quadrada
Laboratório de Pesquisa Primária	Cambridge, Massachusetts	24.000 pés quadrados

Portfólio de propriedade intelectual

A propriedade intelectual do Logicbio representa um recurso estratégico crítico.

• Total de pedidos de patente: 37
• Patentes emitidas: 22
• Famílias de patentes: 8

Tecnologias de engenharia genética especializadas

O Logicbio aproveita os recursos avançados de engenharia genética.

Tecnologia	Aplicação específica
Edição baseada em CRISPR	Modificação genética precisa
Mecanismos de transferência de genes	Intervenções genéticas direcionadas

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: proposições de valor

Soluções inovadoras de medicina genética para doenças raras

A Logicbio Therapeutics se concentra no desenvolvimento de terapias genéticas para doenças pediátricas raras. A partir do quarto trimestre 2023, a empresa possui:

Área terapêutica	Estágio de desenvolvimento	Indicação alvo
Acidemia metilmalônica (MMA)	Ensaio Clínico de Fase 1/2	Transtorno metabólico raro
Síndrome de Crigler-Najjar	Pesquisa pré -clínica	Doença hepática genética rara

Potencial para terapias genéticas duradouras

A plataforma de tecnologia Generide ™ da Logicbio visa fornecer intervenções genéticas potencialmente curativas com:

• Potencial de tratamento de dose única
• Modificação genética sustentada
• Expressão gênica direcionada

Tecnologias de edição de genes de precisão

Investimento na pesquisa de edição de genes a partir de 2023:

Categoria de pesquisa	Valor do investimento
Despesas de P&D	US $ 27,4 milhões
Portfólio de patentes	12 patentes concedidas

Abordagens terapêuticas avançadas para distúrbios genéticos

Os principais recursos tecnológicos incluem:

• Edição de genes CRISPR/CAS9
• Plataforma Proprietária Generide ™
• Estratégias de intervenção genética de precisão

Tratamentos transformadores visando necessidades médicas não atendidas

Métricas de pipeline de desenvolvimento clínico:

Métrica	Valor
Ensaios clínicos ativos	2
Programas de doenças raras	3
Potencial população de pacientes	Aproximadamente 5.000 pacientes

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: Relacionamentos ao cliente

Engajamento direto com comunidades de pacientes com doenças raras

O Logicbio Therapeutics mantém as interações diretas da comunidade de pacientes por meio de:

• Parcerias de grupo de apoio a doenças genéticas raras
• Consultas do conselho consultivo do paciente
• Eventos de engajamento de pacientes virtuais e pessoais

Métricas de engajamento da comunidade de pacientes	2023 dados
Grupos de apoio a doenças raras envolvidas	7
Membros do conselho consultivo de pacientes	12
Eventos de envolvimento do paciente	4

Colaboração científica e comunicação

O Logicbio mantém as relações científicas através de:

• Parcerias de instituição de pesquisa acadêmica
• Acordos de pesquisa colaborativa
• Apresentações da conferência científica

Métricas de colaboração científica	2023 dados
Parcerias de pesquisa acadêmica	5
Acordos de pesquisa colaborativa	3
Apresentações da conferência científica	6

Relatório de ensaio clínico transparente

Métricas de transparência do ensaio clínico incluem:

• Atualizações regulares de ensaios clínicos
• Plataformas de compartilhamento de dados públicos
• Comunicações abrangentes do resultado do estudo

Métricas de relatório de ensaios clínicos	2023 dados
Ensaios clínicos relatados	2
Plataformas de compartilhamento de dados públicos usados	3
Comunicações do resultado do teste	4

Educação e Extensão Profissional Médica

O envolvimento profissional médico do Logicbio inclui:

• Participação do Simpósio Médico
• Programas de educação médica contínua
• Colaboração de Pesquisa de Médicos

Métricas de divulgação profissional médica	2023 dados
Os simpósios médicos compareceram	5
Programas CME realizados	3
Colaborações de pesquisa médica	6

Abordagem personalizada de desenvolvimento terapêutico

A estratégia de personalização se concentra:

• Pesquisa específica para doenças genéticas
• Direcionamento terapêutico individualizado
• Análise genética específica do paciente

Métricas de desenvolvimento terapêutico personalizadas	2023 dados
Programas de pesquisa de doenças genéticas	4
Alvos terapêuticos personalizados	3
Análises genéticas de pacientes realizadas	12

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: canais

Conferências e apresentações científicas diretas

O Logicbio Therapeutics utiliza conferências científicas para a comunicação de canais, com a participação em 3-4 Conferências principais de biotecnologia anualmente.

Tipo de conferência	Participação anual	Público -alvo
Conferências de terapia genética	2	Pesquisadores científicos
Simpósios de doenças raras	1-2	Pesquisadores clínicos

Publicações da indústria de biotecnologia

Logicbio se comunica 6-7 revistas científicas revisadas por pares anualmente.

• Biotecnologia da natureza
• Terapia molecular
• Terapia genética humana

Comunicações de Relações com Investidores

As comunicações financeiras trimestrais incluem:

Canal de comunicação	Freqüência
Chamadas de ganhos	4 vezes/ano
Apresentações de investidores	2-3 vezes/ano

Redes de pesquisa clínica

O Logicbio mantém 5-6 parcerias de pesquisa clínica ativa.

Plataformas de comunicação científica digital

O engajamento digital inclui:

• Site da empresa
• Página corporativa do LinkedIn
• Plataformas de repositório científico

Plataforma digital	Contagem de seguidores/noivado
LinkedIn	3.500+ seguidores
Site corporativo	Mais de 5.000 visitantes mensais

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: segmentos de clientes

Pacientes com doenças raras

O Logicbio Therapeutics se concentra em distúrbios genéticos raros que afetam aproximadamente 400 milhões de pessoas em todo o mundo. População específica de pacientes para as principais condições -alvo:

Doença rara	População estimada de pacientes
Acidemia metilmalônica (MMA)	1 em 50.000 a 1 em 100.000 nascimentos
Deficiência de ornitina transcarbamilase (OTC)	1 em 14.000 a 1 em 77.000 nascimentos

Pacientes com transtorno genético pediátricos

Alvo demográfico para terapias genéticas:

• Faixa etária: 0-18 anos
• Prevalência de Transtorno Genético: Aproximadamente 10% da população de pacientes pediátricos
• Valor anual estimado de mercado: US $ 12,5 bilhões em terapias genéticas pediátricas

Instituições de Pesquisa Médica

Os principais parceiros de pesquisa incluem:

Tipo de instituição	Número de parceiros em potencial
Centros de pesquisa acadêmica	87 instituições de pesquisa genética especializadas
Hospitais infantis	53 principais hospitais de pesquisa pediátrica

Especialistas em terapia genética

Segmentos profissionais -alvo:

• Geneticistas: aproximadamente 4.500 praticando nos Estados Unidos
• Especialistas genéticos pediátricos: cerca de 2.300 profissionais
• Financiamento médio de pesquisa anual por especialista: US $ 350.000

Parceiros farmacêuticos

Potenciais metas de colaboração:

Categoria de parceiro	Número de parceiros em potencial
Grandes empresas farmacêuticas	15 com programas ativos de terapia genética
Empresas de biotecnologia	42 especializado em intervenções genéticas

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: estrutura de custos

Extensas despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Logicbio Therapeutics registrou despesas de P&D de US $ 26,8 milhões. A pesquisa da empresa se concentra nas tecnologias de edição do genoma e doenças genéticas raras.

Ano fiscal	Despesas de P&D	Porcentagem de custos operacionais totais
2023	US $ 26,8 milhões	68.3%
2022	US $ 33,4 milhões	72.1%

Investimentos de ensaios clínicos

O Logicbio alocou aproximadamente US $ 12,5 milhões especificamente para atividades de ensaios clínicos em 2023, cobrindo vários programas terapêuticos.

Manutenção da propriedade intelectual

Os custos anuais de manutenção da propriedade intelectual para o Logicbio foram de aproximadamente US $ 1,2 milhão em 2023, cobrindo o arquivamento, a acusação e a manutenção de patentes.

• Portfólio de patentes abrange tecnologias de edição de genoma
• Pedidos de patente em andamento em várias jurisdições
• Investimento contínuo na proteção de tecnologias proprietárias

Salários de pessoal científico

As despesas de salário de pessoal científico da Logicbio totalizaram US $ 15,3 milhões em 2023, representando uma parcela significativa das despesas operacionais.

Categoria de pessoal	Salário médio anual	Número de funcionários
Cientistas seniores	$210,000	22
Associados de pesquisa	$95,000	45

Custos de desenvolvimento da plataforma de tecnologia

O investimento em desenvolvimento de plataformas de tecnologia foi de US $ 8,7 milhões em 2023, com foco no avanço dos recursos de edição do genoma.

• Aprimoramento contínuo da plataforma Genius
• Investimento em ferramentas de biologia computacional
• Pesquisa de tecnologia de edição de genes avançada

Logicbio Therapeutics, Inc. (LOGC) - Modelo de negócios: fluxos de receita

Vendas futuras de produtos terapêuticos futuros

A partir do quarto trimestre 2023, a Logicbio Therapeutics ainda não gerou receita de produtos comerciais. O foco principal da empresa permanece no desenvolvimento de terapias de edição de genes.

Acordos de colaboração de pesquisa

A Logicbio estabeleceu acordos de colaboração de pesquisa com parceiros estratégicos. Em 2022, a empresa registrou receita de colaboração de US $ 3,2 milhões.

Parceiro de colaboração	Tipo de contrato	Receita relatada (2022)
Takeda Pharmaceutical	Pesquisa de edição de genes	US $ 3,2 milhões

Plataformas de tecnologia de licenciamento

Logicbio's Generide ™ Platform Representa um fluxo de receita potencial importante através do licenciamento de tecnologia.

• Plataforma de edição de genes proprietária
• Potencial para futuros acordos de licenciamento
• Nenhuma receita específica de licenciamento relatada em 2023

Pagamentos marcantes de parcerias farmacêuticas

O Logicbio possui possíveis estruturas de pagamento marcadas com parceiros farmacêuticos.

Parceiro	Potenciais pagamentos marcantes	Foco do programa
Takeda Pharmaceutical	Até US $ 380 milhões	LB-001 Hemofilia A Programa

Investimentos potenciais de financiamento e pesquisa

O Logicbio recebeu financiamento e investimentos de pesquisa para apoiar seu desenvolvimento terapêutico.

• Financiamento total arrecadado: US $ 213,4 milhões (em 31 de dezembro de 2022)
• Caixa e investimentos líquidos: US $ 107,4 milhões (quarto trimestre 2022)
• Pesquisa concede potencial de instituições científicas

LogicBio Therapeutics, Inc. (LOGC) - Canvas Business Model: Value Propositions

LogicBio Therapeutics, Inc.'s value proposition centers on its proprietary technology platforms designed to offer durable solutions for rare genetic diseases.

The company's core technological assets are:

• Precise, in vivo gene insertion using the GeneRide platform, which enables site-specific integration of a therapeutic transgene by harnessing the native process of homologous recombination, avoiding nucleases and exogenous promoters.
• Improved potency and tissue targeting via the sAAVy capsid platform, which is a next-generation adeno-associated virus delivery system developed for optimizing gene delivery across various indications and tissues.

The development pipeline and financial backing directly support the delivery of these propositions:

Value Proposition Element	Metric/Status	Value/Amount
Lead Candidate Advancement	Phase of Clinical Trial for LB-001 (MMA treatment)	Phase I/II
Platform Development Support	Cash, Cash Equivalents, and Marketable Securities (as of Q1 2025)	$222 million
Platform Development Support	Cash Raised from BC Partners (Q1 2025)	$75 million
Platform Development Support	Additional Callable Investment from BC Partners	$75 million
Operational Efficiency	General & Administrative Expenses (Q1 2025)	$6 million
Pipeline Collaboration	Number of Employees (as of late 2025 context)	39

Accelerated development of treatments for rare genetic diseases is demonstrated through specific programs:

• LB-001, the lead candidate, targets methylmalonic acidemia (MMA).
• LB-301, an investigational therapy for Crigler-Najjar syndrome, is being developed under a collaboration agreement with Takeda Pharmaceutical Company Limited.
• The sAAVy platform is being leveraged in a collaboration with Children's Medical Research Institute for next-generation capsids targeting liver and additional tissues.

A robust, next-generation genomic medicine toolkit for the parent company is underpinned by the platform's financial strength and structure:

• The cash position grew from $149 million at fiscal-year-end 2024 to $222 million by the end of Q1 2025.
• Transaction-related cash spend for potential deals in Q1 2025 was $2 million of the total G&A expenses.

LogicBio Therapeutics, Inc. (LOGC) - Canvas Business Model: Customer Relationships

You're looking at how the former LogicBio Therapeutics, Inc. (LOGC) customer relationships are structured now that it's fully integrated into Alexion, AstraZeneca Rare Disease. The nature of these relationships is defined by the high-stakes, specialized world of genomic medicine for rare conditions.

Highly collaborative, internal relationship with Alexion R&D teams

The relationship here is one of deep integration, following the acquisition which involved a total consideration of up to $1 billion, plus tiered royalties. This financial commitment underscores the expectation of a seamless, highly collaborative internal relationship to advance the acquired gene editing and gene delivery platforms, including the proprietary GeneRide® platform and sAAVy™ technology. The goal is to drive future scientific possibilities and next generation medicines.

The relationship structure is characterized by:

• Integration of the experienced rare disease R&D team.
• Focus on accelerating research in gene editing and AAV capsid development.
• Expected realization of synergies and value creation from the integration.

Managed by Alexion's global regulatory and medical affairs groups

All external-facing interactions related to clinical development and market access for the former LogicBio assets fall under the purview of Alexion's established global regulatory and medical affairs groups. This centralized management is crucial for navigating the complex path to approval for novel genomic therapies in rare diseases.

High-touch engagement with rare disease patient advocacy groups

Engagement with patient advocacy groups is high-touch because, in the rare disease space, these groups often hold critical knowledge about the patient journey and trial feasibility. Industry data suggests that patient organizations are actively investing in natural history studies, biomarker identification, and registries. For specific rare conditions, advocacy groups may offer access to research toolboxes, including patient-derived iPSC lines and natural history studies.

The necessity for this deep engagement is clear; without it, drug developers risk delays and slow start-up times for trials.

Long-term, trust-based relationships with key opinion leaders (KOLs)

Trust-based relationships with Key Opinion Leaders (KOLs) are non-negotiable for validating novel therapeutic approaches like gene editing. These relationships are essential for trial design, site selection, and establishing clinical credibility. In the broader rare disease ecosystem, some collaborative research networks report access to over 50 KOLs and expert researchers. Furthermore, patient advocacy efforts often involve securing buy-in from industry leaders and policy experts, as seen in summits where industry leaders and advocates share the stage.

Here's a look at the scale of relationships and investment underpinning this customer relationship strategy:

Relationship Metric/Financial Data Point	Value/Amount (as of latest available data)
Acquisition Price Per Share (Cash Tender Offer)	$2.07 per share
Maximum Total Acquisition Consideration	Up to $1 billion plus tiered royalties
Example KOL Access in a Rare Disease Network	Over 50 KOLs and expert researchers
Example Patient Community Size for a Specific Disorder	400+ patient-derived iPSC lines and families
Estimated Unpaid Care Contribution Annually (General Caregiver Context)	Estimated $600 billion annually

The focus on patient-centricity is a major trend, with advocates working to ensure new therapies truly meet community needs, which has been shown to reshape trial feasibility and improve accrual.

The relationship strategy is built on several core interaction types:

• Dedicated personal assistance for complex genomic medicine inquiries.
• Automated services for routine data sharing and updates.
• Co-creation through feedback loops with advocacy organizations.
• High-touch engagement to manage expectations around novel therapies.

Finance: review Q3 2025 integration cost reports against the original $1 billion transaction model by next Tuesday.

LogicBio Therapeutics, Inc. (LOGC) - Canvas Business Model: Channels

You're looking at how the science developed at LogicBio Therapeutics, Inc. now moves from the lab bench to the patient, which, since the acquisition, is entirely managed through the Alexion, AstraZeneca Rare Disease infrastructure. The channels aren't about direct-to-consumer marketing; they are about highly specialized, regulated scientific pathways.

Alexion's global network of clinical trial sites and research labs

The primary channel for advancing LogicBio's inherited assets, like the GeneRide platform technologies, is through the established global clinical trial infrastructure of Alexion, AstraZeneca Rare Disease. This network is essential for testing novel genomic therapies in rare patient populations. To give you a sense of the scale Alexion/AstraZeneca operates within, the broader global Clinical Trial Investigative Site Network market was valued at an estimated USD 9.43 billion in 2025. Alexion itself emphasizes its commitment to the highest standards of preclinical and clinical research to gain marketing approvals globally.

The integration means LogicBio's pipeline benefits from this massive footprint, which is crucial when dealing with rare diseases where patient access is geographically constrained. The parent company's R&D engine, which supported this channel, saw AstraZeneca's R&D budget reach $13.58B in 2024, signaling substantial resources available for 2025 pipeline progression.

Here's a snapshot of the scale influencing these channels:

Metric	Value/Context	Year/Date
Global Clinical Trial Investigative Site Network Market Size	Estimated at USD 9.43 billion	2025
AstraZeneca Total R&D Expenditure	$13.58B	2024
LogicBio Acquisition Price Per Share	$2.07 cash per share	2022
LogicBio Trading Status	Shares ceased trading on NASDAQ Global Market	November 2022

Direct communication via scientific publications and conferences

For a company focused on cutting-edge genomic medicine, scientific validation is a key channel for establishing credibility and informing the specialized medical community. This is executed through peer-reviewed publications and presentations at major medical and scientific conferences. This channel is less about sales and more about building the scientific foundation necessary for regulatory acceptance and physician adoption.

• Presenting data from ongoing or completed trials leveraging LogicBio's sAAVy capsid platform.
• Publishing results in high-impact journals related to gene editing and rare diseases.
• Engaging with Key Opinion Leaders (KOLs) at specialized rare disease congresses.

The goal here is to ensure the scientific community understands the potential of the inherited platforms, like GeneRide, for durable treatment of genetic disorders.

Internal Alexion/AstraZeneca R&D and commercialization pathways

Once a therapy progresses past the initial research phase, the channel shifts to the parent company's established internal pathways. AstraZeneca is explicitly focused on investing in transformative new technologies and modalities to power growth, which directly applies to integrating LogicBio's platforms. The commercialization pathway for a rare disease asset is distinct, relying on specialized rare disease commercial teams within Alexion, rather than broad primary care networks.

The integration means that the development and eventual commercial strategy for any LogicBio-derived asset is now nested within Alexion's rare disease focus. This includes leveraging the expertise gained from previous rare disease acquisitions, like Caelum BioSciences.

Regulatory submissions (FDA, EMA) managed by the parent company

The most critical channel for market access is the formal interaction with regulatory bodies, which is now entirely handled by Alexion/AstraZeneca's regulatory affairs teams. This includes managing Investigational New Drug (IND) applications and subsequent New Drug Applications (NDAs) or Biologics License Applications (BLAs).

For instance, LogicBio's LB-001 previously received FDA Fast Track designation for Methylmalonic Acidemia (MMA). Managing the follow-up submissions and interactions, especially for a complex modality like genome editing, requires the deep experience of the parent company. In Q1 2025, the FDA and EMA collectively approved 39 new or expanded indications for previously approved agents, showing the high volume of regulatory activity the parent company manages.

You can see the regulatory channel is high-stakes; the FDA and EMA review process dictates the timeline for patient access.

• Managing IND resolution for legacy programs like LB-001.
• Preparing and submitting BLAs/NDAs for new genomic therapies leveraging LogicBio tech.
• Coordinating data requirements to satisfy both the FDA and EMA simultaneously for global market entry.

Finance: draft 13-week cash view by Friday.

LogicBio Therapeutics, Inc. (LOGC) - Canvas Business Model: Customer Segments

You're looking at the customer segments for LogicBio Therapeutics, Inc. (LOGC) as of late 2025. Since the company was acquired, the primary internal customer is now its parent, Alexion, AstraZeneca Rare Disease.

Alexion, AstraZeneca Rare Disease (internal customer for technology)

• Acquisition price per share: $2.07 in cash (completed November 16, 2022).
• LogicBio Therapeutics, Inc. operates as a wholly owned subsidiary of Alexion.
• The acquisition aimed to accelerate Alexion's growth in genomic medicines using LogicBio's platforms.

Patients with ultra-rare genetic disorders like methylmalonic acidemia (MMA)

The patient population size is quantified by the prevalence data for MMA, the indication for the lead candidate LB-001, which was in Phase I/II clinical trials as of the latest reports.

Population Metric	Value	Context/Source
Pooled Worldwide Prevalence (Newborns)	1.14 per 100,000 newborns	Meta-analysis of 111 studies
Pooled Worldwide Prevalence (Clinical-Suspected Patients)	652.11 per 100,000 clinical-suspected individuals	Meta-analysis of 111 studies
Incidence in Western Populations (Births)	1:48,000 to 1:61,000	Reported range
Estimated MMA Market Size (2025)	$9.97 billion	Projected value

The MMA market demonstrated growth, moving from $9.39 billion in 2024 to the projected $9.97 billion in 2025.

Physicians and specialists in rare disease and genetic medicine

• These professionals are the prescribers and gatekeepers for therapies like LB-001, once approved.
• LogicBio Therapeutics also has a collaboration agreement with Takeda Pharmaceutical Company Limited to develop LB-301 for Crigler-Najjar syndrome.

Global regulatory bodies (FDA, EMA) for drug approval

Regulatory bodies are critical customers for the approval of the pipeline assets, such as LB-001 for MMA.

• LB-001 status: Phase I/II clinical trials.

For context on the company's operational status as of early 2025, LogicBio Therapeutics (under the LOGC ticker, which may reflect a post-acquisition structure or name change to ContextLogic Holdings Inc.) reported Q1 2025 EPS of -$0.27. The trailing twelve-month return on equity was negative at 81.98%, and the net margin was negative at 141.03%. Cash on hand at the end of Q1 2025 was $222 million, following a $75 million raise from BC Partners.

LogicBio Therapeutics, Inc. (LOGC) - Canvas Business Model: Cost Structure

You're looking at the cost structure of LogicBio Therapeutics, Inc. (LOGC) now that it's part of Alexion, AstraZeneca Rare Disease. The costs are no longer reported separately, but they are absorbed into the massive R&D engine of the parent company. The nature of the costs remains heavily weighted toward specialized science and clinical execution, which is typical for gene editing platforms.

High fixed costs for specialized R&D personnel and laboratory operations are a given. The acquisition was specifically to gain LogicBio's technology platforms (GeneRide and sAAVy) and its highly experienced team in genetic medicine, which means retaining that talent is a significant, fixed payroll commitment within Alexion's structure. While LogicBio was acquired for a total cash consideration of approximately $68 million in November 2022, the ongoing cost to maintain the specialized labs and personnel required to advance gene editing and viral vector manufacturing is now part of AstraZeneca's overall R&D budget, which reached $15.047 billion for the twelve months ending September 30, 2025.

Significant clinical trial expenses for LB-001 and preclinical assets represent the primary variable cost driver. LB-001, targeting methylmalonic acidemia (MMA), was in Phase 1/2 testing and had previously faced a clinical hold, which was lifted in May 2022. Advancing a gene editing therapy like LB-001 through late-stage trials, even under a larger corporate umbrella, demands substantial spending on patient recruitment, site management, and manufacturing of the investigational product. A typical full clinical trial across all phases in the U.S. is estimated to cost between $30 million and $50 million, with Phase III costs alone potentially exceeding $100 million for complex rare disease indications.

The cost structure is defined by the high barrier to entry in genomic medicine, as illustrated by the scale difference between the acquisition and the parent company's annual spend:

Cost Component Context	Financial Figure	Year/Date
LogicBio Acquisition Value	$68 million	November 2022
AstraZeneca Total R&D Spend (TTM)	$15.047 billion	September 30, 2025
Estimated Cost Per Clinical Trial Participant (All Phases)	$36,500	2025 Estimate

Costs for maintaining and expanding the intellectual property portfolio are crucial fixed overheads. This includes filing, prosecution, and defense fees for patents covering the GeneRide platform, the sAAVy capsid technology, and any specific LB-001 constructs. This is a non-negotiable cost to protect the core value proposition acquired by Alexion, ensuring exclusivity for their genomic medicine pipeline.

Integration and overhead costs as a wholly-owned subsidiary of a large pharma company shift from being direct operational expenses to allocated overhead. LogicBio's former employees were retained at their current location, meaning the cost of facilities, IT infrastructure, and compliance functions are now folded into Alexion's Selling, General, and Administrative (SG&A) structure. The original LogicBio noted incurring direct and indirect costs related to the merger transaction itself, but the ongoing cost is now about the absorption of these functions into the larger entity's operational budget.

• Retained specialized R&D personnel costs.
• Costs for manufacturing proficiency in viral vectors.
• Ongoing legal and filing fees for patent maintenance.
• Allocated corporate overhead (IT, HR, Finance) from Alexion.

Finance: draft 13-week cash view by Friday.

LogicBio Therapeutics, Inc. (LOGC) - Canvas Business Model: Revenue Streams

You're looking at the revenue structure of LogicBio Therapeutics, Inc. after its acquisition, which means the traditional, independent revenue stream has ceased. As of late 2025, LogicBio Therapeutics, Inc. operates entirely within the structure of Alexion, AstraZeneca Rare Disease.

Zero independent revenue as a wholly-owned subsidiary of Alexion

Since the acquisition closed on November 16, 2022, LogicBio Therapeutics, Inc. no longer generates revenue as a standalone, publicly traded entity. Its operations, assets, and intellectual property are fully integrated into Alexion, AstraZeneca Rare Disease.

• LogicBio shares ceased trading on the NASDAQ Global Market following the merger.
• The entity now functions as an internal development unit, not a direct revenue generator to the public market.

Internal value creation through R&D cost savings and pipeline acceleration

The immediate value realized by Alexion was not in current sales, but in the strategic acquisition of technology and personnel, which translates to internal financial benefits. This is about avoiding future costs and speeding up development timelines.

The key value drivers integrated into the Alexion structure include:

• LogicBio's GeneRide gene editing platform.
• The sAAVy gene delivery capsid platform.
• An experienced rare disease Research and Development team.

Here's the quick math on the transaction that established this structure:

Metric	Value
Total Acquisition Value (Approximate)	$68 million
Acquisition Price Per Share	$2.07
Acquisition Completion Date	November 16, 2022

What this estimate hides is the ongoing internal investment Alexion is making to accelerate the pipeline, which is an internal cost/value offset rather than an external revenue stream.

Future revenue potential is realized as Alexion's commercial sales of approved LogicBio-derived therapies

The revenue stream for the technology developed by LogicBio Therapeutics, Inc. is now entirely dependent on the success of Alexion's pipeline progression and eventual commercialization. Any future product sales resulting from the GeneRide or sAAVy platforms will be recorded within Alexion's or AstraZeneca's broader financial results, specifically under their Rare Diseases segment.

This realization of future value is contingent upon:

• Successful clinical trial progression of LogicBio-derived candidates.
• Regulatory approval in key global markets.
• Alexion's established global commercial infrastructure for rare disease therapies.

The initial acquisition value was $68 million in 2022, representing a one-time liquidity event

For the former LogicBio Therapeutics, Inc. shareholders, the transaction was a definitive, one-time cash event. The deal involved a cash tender offer for all outstanding shares.

The financial terms were clear:

Alexion, through a subsidiary, initiated a cash tender offer to acquire all outstanding shares of LogicBio for $2.07 per share in cash, totaling approximately $68 million. This was the final, external financial transaction for LogicBio as an independent company, marking the end of its standalone revenue-generating history. Finance: draft 13-week cash view by Friday.