COVID-19 Competitive Landscape

DelveInsight’s, “COVID-19 Competitive landscape, 2026,” report provides comprehensive insights about 180+ companies and 200+ drugs in COVID-19  Competitive landscape. It covers the therapeutics assessment by product type, stage, route of administration, and molecule type. It further highlights the inactive pipeline products in this space.  

Geography Covered

• Global coverage

COVID-19 Understanding

COVID-19 Overview

COVID-19 is a highly transmissible viral disease caused by SARS-CoV-2 that has reshaped global public health, resulting in millions of deaths and long-term societal and economic consequences. As an RNA virus, SARS-CoV-2 exhibits a high mutation rate, enabling continuous genetic evolution and the emergence of variants such as Alpha, Delta, and Omicron, which differ in transmissibility, immune evasion, and clinical impact. 

The clinical presentation of COVID-19 is highly heterogeneous, ranging from asymptomatic infection to critical illness. Common symptoms include fever, dry cough, fatigue, and shortness of breath, often accompanied by sore throat, headache, and myalgia, while loss of taste or smell has been a distinctive early feature. Some patients also develop gastrointestinal symptoms such as nausea and diarrhea. In more severe cases, the disease can progress to pneumonia, hypoxemia, acute respiratory distress syndrome (ARDS), and multi-organ dysfunction, particularly in older adults and individuals with underlying comorbidities.

The pathophysiology of COVID-19 involves a complex interplay between viral replication and host immune responses. The virus gains entry into host cells via the spike protein binding to ACE2 receptors expressed in the respiratory tract and multiple extrapulmonary tissues, with host proteases like TMPRSS2 facilitating viral fusion and entry. Initial viral replication leads to direct cytopathic effects, especially in pulmonary tissues, while subsequent immune activation may become dysregulated. In severe disease, this results in a hyperinflammatory state characterized by excessive cytokine release, including IL-6, TNF-α, and interferon-γ, leading to widespread tissue injury, endothelial dysfunction, and thrombotic complications. The disease is believed to have originated from a zoonotic source, with bats as the primary reservoir and possible intermediate hosts, and is primarily transmitted through respiratory droplets and aerosols, with surface transmission playing a lesser role. The ongoing emergence of variants continues to influence transmission dynamics and disease severity.

Diagnosis of COVID-19 primarily relies on the detection of viral RNA using real-time polymerase chain reaction (RT-PCR) from respiratory specimens, which remains the gold standard due to its high specificity and sensitivity. Rapid antigen tests provide quicker results but have lower sensitivity, particularly in asymptomatic individuals, while serological assays are mainly useful for epidemiological studies rather than acute diagnosis. In hospitalized patients, laboratory findings such as lymphopenia, elevated inflammatory markers, and increased D-dimer levels help assess disease severity and guide management decisions. Imaging studies, including chest X-ray and computed tomography, may reveal bilateral ground-glass opacities and consolidations, although these findings are not specific to COVID-19.

Management strategies are tailored to disease stage and severity, reflecting the dual need to control viral replication and modulate the host immune response. In early or mild-to-moderate disease, especially in high-risk individuals, antiviral therapies such as Remdesivir, Nirmatrelvir (administered with ritonavir), and Molnupiravir are used to limit viral replication and reduce progression. In more severe or hospitalized cases, treatment focuses on controlling inflammation and preventing complications, with corticosteroids like Dexamethasone forming the cornerstone of therapy, and additional immunomodulators such as Tocilizumab or baricitinib used in selected patients with evidence of hyperinflammation. Supportive care, including oxygen therapy and mechanical ventilation when required, remains critical in managing advanced disease, underscoring the multifaceted approach needed to address both viral and host-driven components of COVID-19.

COVID-19 Report Highlights

• In April 2026, ModeX Therapeutics Inc., an OPKO Health company announced that the first participants have been dosed in a Phase I clinical trial evaluating MDX2301 for the prevention of COVID-19.
• In February 2026, Moderna, Inc announced it has signed a Memorandum of Understanding (MoU) for a long-term strategic agreement with the Mexican Government, BIRMEX, and Laboratorios Liomont, to enhance Mexico's health sovereignty and MRNA manufacturing resilience. The five-year agreement will include the supply of Moderna's respiratory vaccine portfolio, as well as technology transfer to Liomont, a Mexican pharmaceutical company with state-of-the-art manufacturing facilities, to produce MRNA-1273, Moderna's COVID-19 vaccine, and establish a reliable in-country supply of respiratory vaccines.
• In January 2026, SK bioscience announced the initiation of a global Phase I/II clinical trial in Australia for GBP511, a vaccine candidate targeting the sarbecovirus subgenus. Sarbecoviruses are a higher-level coronavirus group that include SARS-CoV-2.
• In November 2025, Dynavax Technologies Corporation and Vaxart, Inc. announced that they have entered into an exclusive, worldwide license and collaboration agreement for Vaxart’s investigational oral COVID-19 vaccine candidate.
• In September 2025, Pfizer Inc. and BioNTech SE announced positive topline results from an ongoing Phase III clinical trial cohort evaluating the safety, tolerability, and immunogenicity of a 30-µg dose of the LP.8.1-adapted monovalent COMIRNATY® (COVID-19 Vaccine, mRNA) 2025-2026 Formula in adults aged 65 and older and in adults aged 18 through 64 with at least one underlying risk condition for severe COVID-19.
• In January 2025, Ocugen, Inc. announced that the U.S. Food and Drug Administration (FDA) has reviewed the Company’s Investigational New Drug (IND) application and it is in effect. This is a critical step toward the initiation of the Phase I clinical trial for OCU500 an inhaled mucosal vaccine for COVID-19.

COVID-19: Company and Product Profiles (Marketed Therapies)

1. Company Overview: Novavax, Inc.

Novavax is a U.S.-based biotechnology company focused on developing innovative vaccines to prevent serious infectious diseases and improve global health outcomes. The company is driven by a mission to leverage its scientific expertise, proprietary technology, and collaborative approach to address some of the world’s most pressing health challenges. Central to its strategy is a proven technology platform that combines recombinant protein-based nanoparticle technology with its Matrix-M® adjuvant, enabling the development of effective and scalable vaccines. Currently, Novavax emphasizes advancing a high-impact pipeline targeting diseases with significant unmet medical need while maximizing the value of its innovations through strategic partnerships for research, development, and commercialization. 

Product Description: Nuvaxovid™

Nuvaxovid is formulated to target the JN.1 variant. It is a protein-based vaccine made by creating copies of the surface spike protein of SARS-CoV-2 that causes COVID-19. With Novavax's unique recombinant nanoparticle technology, the non-infectious spike protein serves as the antigen that primes the immune system to recognize the virus, while Novavax's Matrix-M® adjuvant enhances and broadens the immune response. The vaccine is packaged in pre-filled syringes and is stored at 2° to 8°C, enabling the use of existing vaccine supply and cold chain channels. 

2. Company Overview: Moderna, Inc.

Moderna is a biotechnology company driven by a mission to deliver the greatest possible impact to people through its mRNA-based medicines. The company focuses on harnessing messenger RNA technology to create a new class of transformative therapeutics and vaccines aimed at preventing and treating a wide range of diseases, particularly infectious and serious conditions. Through its advanced mRNA platform, integrated infrastructure, and innovative tools such as its design and research capabilities, Moderna is able to accelerate drug discovery and development while expanding a diverse pipeline of candidates. The company emphasizes exploring new frontiers in science, aiming to revolutionize medicine by enabling rapid design and scalable production of mRNA therapies.

Product Description: SPIKEVAX®

SPIKEVAX® is an mRNA-based COVID-19 vaccine developed by Moderna for active immunization to prevent SARS-CoV-2. It is designed for use in individuals aged 6 months and older, with particular emphasis on protecting older adults (65 years and above) and individuals at increased risk of severe disease due to underlying health conditions. The vaccine utilizes messenger RNA (mRNA) technology to deliver genetic instructions to host cells, enabling them to produce a harmless version of the viral spike (S) protein. It stimulates both humoral (antibody-mediated) and cellular immune responses, preparing the immune system to recognize and combat the virus upon future exposure.

COVID-19: Company and Product Profiles (Pipeline Therapies)

1. Company Overview: Pfizer

Pfizer is a leading global biopharmaceutical company committed to applying science and its extensive global resources to develop innovative therapies that improve and extend patients’ lives. Pfizer focuses on discovering, developing, manufacturing, and delivering high-quality medicines and vaccines across a wide range of therapeutic areas. The company maintains a strong emphasis on research and development, leveraging advanced scientific capabilities and partnerships to address some of the most challenging diseases, including cancer, infectious diseases, and chronic conditions. With a broad and diverse portfolio, Pfizer supports prevention, treatment, and cures while striving to set high standards for quality, safety, and value in healthcare products. Pfizer continues to play a critical role in advancing public health and delivering impactful medical solutions on a global scale.

Product Description: Ibuzatrelvir

Ibuzatrelvir (PF-07817883) is an investigational, second-generation oral SARS-CoV-2 main protease inhibitor developed by Pfizer to treat COVID-19. It acts as a single agent without requiring ritonavir boosting, offering a potential advantage in reducing drug-drug interactions, and has shown significant viral reduction in Phase 2 trials. The drug is currently in Phase III stage of development for the treatment of patients with COVID-19.

2. Company Overview: Invivyd, Inc.

Invivyd is a clinical-stage biopharmaceutical company dedicated to delivering protection against serious viral infectious diseases through innovative antibody-based therapies. The company focuses on addressing evolving viral threats by combining state-of-the-art viral surveillance and predictive modeling with advanced antibody engineering technologies, enabling the development of highly potent and adaptable monoclonal antibody candidates. Its proprietary platform is designed to rapidly generate and optimize antibodies that can be used for both prevention and treatment, initially targeting SARS-CoV-2 and expanding into other high-need infectious diseases such as influenza and measles. Invivyd is committed to building a robust and scalable pipeline of therapies that can respond to viral mutations and emerging variants, positioning antibodies as a complementary or alternative approach to traditional vaccines.

Product Description: VYD-2311

VYD2311 is a novel monoclonal antibody (mAb) candidate being developed for COVID-19 to continue to address the urgent need for new prophylactic and therapeutic options. The pharmacokinetic profile and antiviral potency of VYD2311 may offer the ability to deliver clinically meaningful titer levels through more patient-friendly means such as an intramuscular route of administration. VYD2311 was engineered using Invivyd’s proprietary integrated technology platform and is the product of serial molecular evolution designed to generate an antibody optimized for neutralizing contemporary virus lineages. The drug has recently completed Phase III clinical trial for the treatment of patients with COVID-19.

3. Company Overview: Entos Pharmaceuticals Inc.

Entos Pharmaceuticals is a clinical-stage biotechnology company focused on advancing next-generation genetic medicines through innovative nucleic acid delivery technologies. Founded in 2016 and headquartered in Edmonton, Canada, the company is dedicated to overcoming one of the key challenges in genetic medicine safe, effective, and re-dosable delivery of nucleic acid therapeutics. Central to its approach is its proprietary Fusogenix™ proteolipid vehicle (PLV) platform, which utilizes FAST (fusion-associated small transmembrane) proteins to enable direct fusion with target cell membranes, allowing efficient delivery of genetic material such as mRNA and DNA into cells. Entos is committed to developing transformative therapies across a broad range of indications, including infectious diseases, oncology, rare diseases, and other serious conditions.

Product Description: ENTVAX002

ENTVAX002 (also known as Covigenix VAX-002) is an investigational, next-generation COVID-19 booster vaccine developed by Entos Pharmaceuticals in partnership with Aegis Life. It is a plasmid DNA (pDNA) vaccine specifically engineered to combat emerging SARS-CoV-2 Omicron variants, utilizing the company's proprietary Fusogenix proteo-lipid vehicle (PLV) platform for delivery. The drug is currently in Phase II stage of development for the treatment of patients with COVID-19.

4. Company Overview: Aligos Therapeutics

Aligos Therapeutics is a clinical-stage biotechnology company founded in 2018 and headquartered in South San Francisco, California, with a mission to develop best-in-class therapies for liver and viral diseases. The company leverages deep expertise in hepatology and virology, combined with a science-driven and chemistry-focused research approach, to address significant unmet medical needs in areas such as chronic hepatitis B virus (HBV) infection, metabolic dysfunction-associated steatohepatitis (MASH), and coronaviruses. Aligos is committed to building a differentiated pipeline of purpose-designed therapeutics with improved pharmacological properties, aiming to enhance patient outcomes globally.

Product Description: ALG-097558

ALG-097558 is a potent ritonavir-free pan-coronavirus protease inhibitor (PI). In preclinical studies, ALG‑097558 has been shown to be at least 6-fold more potent than nirmatrelvir and other PIs in clinical development against a panel of SARS-CoV-2 variants. It has demonstrated broad pan-coronavirus activity, including against SARS and MERS. The drug is currently in Phase II stage of development for the treatment of patients with COVID-19.

5. Company Overview: Rock BioMedical, Inc.

Rock BioMedical, Inc. is a Taiwan-based biopharmaceutical company focused on developing next-generation vaccines and antibody therapeutics through advanced glycoengineering technologies. Founded in 2021 and headquartered in Taipei, the company is built around its proprietary Glyco-Engineered Universal Vaccine (GEUV) platform, which aims to combine both active immunization (vaccines) and passive immunization (antibody therapies) to address a wide range of infectious and immune-related diseases. By engineering glycan structures on proteins, Rock BioMedical seeks to expose conserved viral epitopes and improve immune responses, enabling the development of broad-spectrum or “universal” vaccines, including candidates targeting COVID-19 and influenza.

Product Description: RBM001

RBM001 is a low-sugar, broad-spectrum COVID-19 protein vaccine developed by Rock BioMedical, a Taiwan-based biotech company. The vaccine is designed to address rapidly mutating viruses by removing glycan shields from the spike protein, exposing highly conserved, less-mutable areas to the immune system, thus providing wider protection against various strains. The drug is currently in Phase I stage of development for the treatment of patients with COVID-19.

6. Company Overview: OPKO Health, Inc.

OPKO Health, Inc. is a diversified, fully integrated healthcare company focused on delivering next-generation solutions for the diagnosis, prevention, and treatment of serious diseases across global markets. Headquartered in Miami, Florida, the company operates through two primary segments pharmaceuticals and diagnostics combining drug development with advanced laboratory testing services to address significant unmet medical needs. Its pharmaceutical division is engaged in the discovery and development of innovative therapeutics, including multispecific antibodies, vaccines, and metabolic and endocrine treatments, while its diagnostics business, anchored by BioReference Laboratories, provides a broad range of clinical and molecular testing services to support disease detection and patient management.

Product Description: MDX2301

MDX2301 is a multispecific antibody therapy for the prevention of COVID-19 designed to neutralize diverse SARS-CoV-2 variants. The ModeX multispecific antibody format enables the rational combination of multiple binding sites in a single antibody, aiming to broaden coverage against current and future viral variants while enabling potent neutralization and the potential for enhanced therapeutic efficacy. The drug is currently in Phase I stage of development for the treatment of patients with COVID-19.

7. Company Overview: PeptiDream Inc.

PeptiDream Inc. is a Japan-based biopharmaceutical company founded in 2006, focused on revolutionizing drug discovery through advanced peptide-based therapeutics and diagnostics. Originating as a university spinout from the University of Tokyo, the company has built its foundation on proprietary technologies such as the Peptide Discovery Platform System (PDPS), which enables the rapid generation and screening of highly diverse, non-standard peptide libraries to identify potent and selective drug candidates.

Product Description: PA-001

PA-001, a peptide-based inhibitor targeting the S2 domain of the SARS-CoV-2 spike protein, a protein essential for coronavirus entry into human cells. The S2 region is highly conserved across variants and subvariants, and PA-001 demonstrated potent activity against all major variants from Wuhan to Omicron BA.5. The drug is currently in Phase I stage of development for the treatment of patients with COVID-19.

Further product details are provided in the report……..

COVID-19 Analytical Perspective by DelveInsight

In-depth Commercial Assessment: COVID-19 Collaboration Analysis by Companies
The Report provides in-depth commercial assessment of drugs that have been included, which comprises collaboration, agreement, licensing and acquisition – deals values trends. The sub-segmentation is described in the report which provide company-company collaboration (licensing/partnering), company academic collaboration and acquisition analysis in tabulated form.

COVID-19 Competitive Landscape

The report comprises of comparative assessment of Companies (by therapy, development stage, and technology).

• COVID-19 Report Assessment
• COVID-19 Company Analysis
• COVID-19 Therapeutic Assessment
• COVID-19 Pipeline Assessment
• COVID-19 Inactive drugs assessment
• COVID-19 Market Unmet Needs

Key Questions Answered in the COVID-19 Competitive landscape Report

• Current Treatment Scenario and Emerging Therapies:
• How many companies are developing COVID-19 drugs?
• How many COVID-19 drugs are developed by each company?
• How many emerging drugs are in mid-stage, and late-stage of development for the treatment of COVID-19?
• What are the key collaborations (Industry–Industry, Industry–Academia), Mergers and acquisitions, licensing activities related to the COVID-19 therapeutics? 
• What are the recent trends, drug types and novel technologies developed to overcome the limitation of existing therapies? 
• What are the clinical studies going on for COVID-19 and their status?
• What are the key designations that have been granted to the emerging and approved drugs?

COVID-19 Key Players

• Invivyd, Inc.
• Pfizer
• ImmunityBio, Inc.
• Entos Pharmaceuticals Inc.
• Rock BioMedical, Inc.
• OPKO Health, Inc.
• Lumen Bioscience, Inc.
• PeptiDream Inc.
• AstraZeneca
• HDT Bio
• Sanofi
• Imunon
• KBio Inc
• Enanta Pharmaceuticals, Inc
• Inflammx Therapeutics Inc
• Vaxart Inc
• BioVie Inc.
• AIM ImmunoTech Inc.
• CyanVac LLC
• Vasomune Therapeutics, Inc.
• Shionogi & Co., Ltd.
• GeneOne Life Science, Inc.
• Berlin Cures GmbH
• Resverlogix Corp
• Cocrystal Pharma, Inc.
• Coeptis Therapeutics Holdings, Inc.
• Immorna Biotherapeutics, Inc.
• VBI Vaccines Inc.
• Oneness Biotech Co., Ltd.
• Senhwa Biosciences, Inc.

COVID-19 Key Products

• VYD-2311
• Ibuzatrelvir
• N-803
• ENTVAX002
• RBM001
• MDX2301
• LMN-301
• PA-001
• AZD5156
• HDT-301
• SP0287
• IMNN-101
• KB20V
• EDP-235
• Tonabersat
• VXA-CoV2-3.1
• Rintatolimod
• NE3107
• CVXGA
• AV-001
• S-268019
• GLS-1027
• BC-007
• Apabetalone
• CDI-988
• DVX-201
• JCXH-221
• VBI-2902
• SNS-812
• CX-4945