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Gastrointestinal Stromal Tumor: 3 biotech companies with clinical-stage programmes

OncologyConcentrated betData as of 2026-09-04

Competitors3in the clinic
Median market cap$1.6Buniverse median $1.20B
Allocated capital$2.3B$8.9B competing
Phase 3 or filed20 mid, 1 early
Pure plays0this indication only
Capital rank88/299crowding rank 63

Gastrointestinal Stromal Tumor is a concentrated bet: only 3 US-listed developers are in the clinic, and the median one is worth $1.6B 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.

COGT carries 69% of the $8.9B competing here, more than the other 2 companies combined.

$2.3B of allocated capital sits in Gastrointestinal Stromal Tumor, ranking it 88th of 299 indications by the money committed to it.

Companies developing drugs for Gastrointestinal Stromal Tumor 3

TickerCompanyLead assetPhaseTrialsMarket capPure playIndicationsNext catalyst
COGTCogent BiosciencesCGT9486Phase 33$6.1BNo4 30 Nov 2026
AAPGAscentage Pharma Group International UnsponsoredolverembatinibPhase 32$1.6BNo9No dated event
KURAKura OncologyZiftomenibPhase 12$1.2BNo2 31 Dec 2026

Sorted by phase, then by market capitalisation. Ticker links open the company profile. COGT holds 69% of the $8.9B competing in this indication.

Why Gastrointestinal Stromal Tumor is a concentrated bet

Few competitors, each one large. The market pays a scarcity premium to compete here.

The map splits indications on two folds: six or more competitors counts as crowded, and a median company above $1.20B counts as richly priced. Gastrointestinal Stromal Tumor has 3 competitors and a median of $1.6B.

Oncology

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 map

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Gastrointestinal Stromal Tumor pipeline questions

Which biotech companies are developing drugs for Gastrointestinal Stromal Tumor?

Cogent Biosciences (COGT, CGT9486, Phase 3); Ascentage Pharma Group International Unsponsored (AAPG, olverembatinib, Phase 3); Kura Oncology (KURA, Ziftomenib, Phase 1). Those are the 3 US-listed developers in the $100M to $20B market cap band with a clinical-stage programme in Gastrointestinal Stromal Tumor.

How advanced is the Gastrointestinal Stromal Tumor pipeline?

Of the 3 clinical-stage programmes in Gastrointestinal Stromal Tumor, 2 are in Phase 3 or filed, 0 are in mid-stage development and 1 is in early-stage development.

Which company leads the Gastrointestinal Stromal Tumor field?

COGT is the largest developer in Gastrointestinal Stromal Tumor, holding 69% of the $8.9B of market capitalisation competing in the indication. The median competitor is worth $1.6B.

When is the next Gastrointestinal Stromal Tumor catalyst?

The next dated catalyst in Gastrointestinal Stromal Tumor is COGT on 30 Nov 2026. 2 dated events across the field fall in the next 12 months.

How this page is built

  • Universe is US-listed drug developers with a $100M to $20B market capitalisation, identified by SEC SIC code 2833, 2834 or 2836 or by a pharmaceutical or biotechnology industry classification, less a reviewed exclusion list of contract research organisations, device and diagnostics makers and diversified generics manufacturers.
  • An asset attributed to three or more different companies is treated as shared standard of care rather than any one company’s programme and excluded. Pembrolizumab alone appears under 21 tickers in raw trial data.
  • A programme counts only where at least one industry-sponsored trial supports it, so investigator-initiated academic studies of third-party drugs are excluded.

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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