OncologyOrphan cornerData as of 2026-09-04
Diffuse Large B-Cell Lymphoma sits in the orphan corner of the map: 3 developers, none of them large, with a median market cap of $351M against a $1.20B universe median.
A thin field of small caps usually means a narrow addressable population, so the whole field can be repriced by one readout or one financing.
ALLO carries 57% of the $1.2B competing here, more than the other 2 companies combined.
$834M of allocated capital sits in Diffuse Large B-Cell Lymphoma, 160th of 299 indications, and 1 of the 3 companies are pure plays that trade on this indication alone.
| Ticker | Company | Lead asset | Phase | Trials | Market cap | Pure play | Indications | Next catalyst |
|---|---|---|---|---|---|---|---|---|
| LYEL | Lyell Immunopharma | Rondecabtagene autoleucel | Phase 3 | 3 | $351M | No | 3 | 31 Dec 2026 |
| ALLO | Allogene Therapeutics | cemacabtagene ansegedleucel | Phase 2 | 1 | $683M | Yes | 1 | 31 Dec 2026 |
| 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. ALLO holds 57% of the $1.2B competing in this indication.
A thin field of small caps. Few competitors, none of them large.
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 mapLyell Immunopharma (LYEL, Rondecabtagene autoleucel, Phase 3); Allogene Therapeutics (ALLO, cemacabtagene ansegedleucel, Phase 2); ADC Therapeutics (ADCT, Loncastuximab Tesirine and Acalabrutinib, Phase 1). Those are the 3 US-listed developers in the $100M to $20B market cap band with a clinical-stage programme in Diffuse Large B-Cell Lymphoma.
Of the 3 clinical-stage programmes in Diffuse Large B-Cell Lymphoma, 1 is in Phase 3 or filed, 1 is in mid-stage development and 1 is in early-stage development.
ALLO is the largest developer in Diffuse Large B-Cell Lymphoma, holding 57% of the $1.2B of market capitalisation competing in the indication. The median competitor is worth $351M.
The next dated catalyst in Diffuse Large B-Cell Lymphoma is LYEL on 31 Dec 2026. 3 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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