OncologyConcentrated betData as of 2026-09-04
Chronic Lymphocytic Leukemia is a concentrated bet: only 4 US-listed developers are in the clinic, and the median one is worth $2.1B against a $1.20B universe median.
Scarcity is doing the work in that number. A thin field means an approval is shared with fewer rivals, and the market pays a premium for that position.
TGTX carries 66% of the $13.1B competing here, more than the other 3 companies combined.
$3.7B of allocated capital sits in Chronic Lymphocytic Leukemia, ranking it 49th of 299 indications by the money committed to it.
| Ticker | Company | Lead asset | Phase | Trials | Market cap | Pure play | Indications | Next catalyst |
|---|---|---|---|---|---|---|---|---|
| AAPG | Ascentage Pharma Group International Unsponsored | Lisaftoclax | Phase 3 | 11 | $1.6B | No | 9 | No dated event |
| TGTX | TG Therapeutics | Ublituximab | Phase 2 | 1 | $8.7B | No | 4 | 31 Dec 2026 |
| NRIX | Nurix Therapeutics | NX-5948 | Phase 2 | 3 | $2.6B | No | 2 | No dated event |
| ADCT | ADC Therapeutics | Loncastuximab Tesirine and Acalabrutinib | Phase 1 | 1 | $168M | No | 5 | 31 Dec 2026 |
Sorted by phase, then by market capitalisation. Ticker links open the company profile. TGTX holds 66% of the $13.1B competing in this indication.
Few competitors, each one large. The market pays a scarcity premium to compete here.
Oncology holds $187B of the map's capital, 27.8% of the total, spread across 119 indications and 103 companies. 34 of those indications have more than one company competing.
See every Oncology indication on the mapAscentage Pharma Group International Unsponsored (AAPG, Lisaftoclax, Phase 3); TG Therapeutics (TGTX, Ublituximab, Phase 2); Nurix Therapeutics (NRIX, NX-5948, Phase 2); ADC Therapeutics (ADCT, Loncastuximab Tesirine and Acalabrutinib, Phase 1). Those are the 4 US-listed developers in the $100M to $20B market cap band with a clinical-stage programme in Chronic Lymphocytic Leukemia.
Of the 4 clinical-stage programmes in Chronic Lymphocytic Leukemia, 1 is in Phase 3 or filed, 2 are in mid-stage development and 1 is in early-stage development.
TGTX is the largest developer in Chronic Lymphocytic Leukemia, holding 66% of the $13.1B of market capitalisation competing in the indication. The median competitor is worth $2.1B.
The next dated catalyst in Chronic Lymphocytic Leukemia is TGTX on 31 Dec 2026. 2 dated events across the field fall in the next 12 months.
Allocated capital divides each company’s market capitalisation evenly across the indications it is running clinical programmes in, so every dollar of the universe is counted exactly once. Total market capitalisation competing counts a company in each of its indications and therefore sums to more than the universe.
Third-party market size estimates are not used anywhere on this page. Approved incumbents are excluded from competitor counts, and companies above $20B are outside the universe by construction.
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