RNA · CIK 0001599901
What Avidity Biosciences, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for RNA. More may follow as additional filings are processed.
In its own words
What could break it.
Geographic concentration
- San Diego, CA HQ (earthquake/fire zone)medium
Avidity's operations are consolidated at its San Diego, California headquarters, located near major earthquake faults and fire zones, so a regional disaster could disrupt its clinical supply and operations.
“our corporate headquarters is located in San Diego, California near major earthquake faults and fire zones, and the ultimate impact on us of being located near major earthquake faults and fire zones and being consolidated in a certain geographical area is unknown.”
SEC filing →As of 2026
Supplier concentration
- third-party CMOs for antibodies, oligonucleotides & linkersmedium
Avidity owns no manufacturing facilities and relies on third-party manufacturers and suppliers for the antibodies, oligonucleotides and linkers used to make its AOCs across preclinical, clinical and future commercial supply.
“We do not own or operate manufacturing facilities. We currently rely on third-party manufacturers and suppliers for the antibodies, oligonucleotides and linkers used to make our AOCs, and we expect to continue to do so to meet our preclinical, clinical and commercial activities.”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“Under the Lilly Agreement, we granted Lilly an exclusive, worldwide, royalty-bearing license under our technology to research, develop, manufacture, and sell Products directed to up to six mRNA targets.”
Cited →“Under the terms of the BMS Agreements, we received approximately $100 million upfront”
Cited →
In the MyPRIA app, this is checked against the companies you actually own.
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