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Myelofibrosis: 3 biotech companies with clinical-stage programmes

OncologyConcentrated betData as of 2026-09-04

Competitors3in the clinic
Median market cap$1.8Buniverse median $1.20B
Allocated capital$1.3B$5.8B competing
Phase 3 or filed10 mid, 2 early
Pure plays0this indication only
Capital rank128/299crowding rank 68

Myelofibrosis is a concentrated bet: only 3 US-listed developers are in the clinic, and the median one is worth $1.8B 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.

IRON carries 52% of the $5.8B competing here, more than the other 2 companies combined.

$1.3B of allocated capital sits in Myelofibrosis, ranking it 128th of 299 indications by the money committed to it.

Companies developing drugs for Myelofibrosis 3

TickerCompanyLead assetPhaseTrialsMarket capPure playIndicationsNext catalyst
GERNGeronImetelstatPhase 34$970MNo4 31 Dec 2026
IRONDisc MedicineDISC-0974Phase 11$3.0BNo5 9 Sep 2026
SNDXSyndax PharmaceuticalsRevumenibPhase 11$1.8BNo4 31 Dec 2026

Sorted by phase, then by market capitalisation. Ticker links open the company profile. IRON holds 52% of the $5.8B competing in this indication.

Why Myelofibrosis 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. Myelofibrosis has 3 competitors and a median of $1.8B.

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

Related indications in Oncology

Epithelial Ovarian Carcinoma1 company · $1.3B · median $2.6BUncontestedAdvanced Renal Cell Carcinoma1 company · $1.3B · median $14.7BUncontestedCastrate-resistant Prostate Cancer1 company · $1.3B · median $14.7BUncontestedHead and Neck Neoplasms1 company · $1.3B · median $14.7BUncontestedPancreatic Neuroendocrine Tumors1 company · $1.3B · median $14.7BUncontestedMetastatic Small Cell Lung Cancer1 company · $1.3B · median $4.0BUncontestedUrothelial Cancer1 company · $1.4B · median $1.4BUncontestedEsophageal Squamous Cell Carcinoma1 company · $1.2B · median $3.5BUncontested

Myelofibrosis pipeline questions

Which biotech companies are developing drugs for Myelofibrosis?

Geron (GERN, Imetelstat, Phase 3); Disc Medicine (IRON, DISC-0974, Phase 1); Syndax Pharmaceuticals (SNDX, Revumenib, Phase 1). Those are the 3 US-listed developers in the $100M to $20B market cap band with a clinical-stage programme in Myelofibrosis.

How advanced is the Myelofibrosis pipeline?

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

Which company leads the Myelofibrosis field?

IRON is the largest developer in Myelofibrosis, holding 52% of the $5.8B of market capitalisation competing in the indication. The median competitor is worth $1.8B.

When is the next Myelofibrosis catalyst?

The next dated catalyst in Myelofibrosis is IRON on 9 Sep 2026. 3 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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