Recent Updates
Recently added Catalysts

Renal Cell Carcinoma: 5 biotech companies with clinical-stage programmes

OncologyConcentrated betData as of 2026-09-04

Competitors5in the clinic
Median market cap$3.8Buniverse median $1.20B
Allocated capital$3.4B$24.7B competing
Phase 3 or filed21 mid, 2 early
Pure plays0this indication only
Capital rank58/299crowding rank 34

Renal Cell Carcinoma is a concentrated bet: only 5 US-listed developers are in the clinic, and the median one is worth $3.8B 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.

EXEL carries 59% of the $24.7B competing here, more than the other 4 companies combined.

$3.4B of allocated capital sits in Renal Cell Carcinoma, ranking it 58th of 299 indications by the money committed to it.

Companies developing drugs for Renal Cell Carcinoma 5

TickerCompanyLead assetPhaseTrialsMarket capPure playIndicationsNext catalyst
TLXTelix Pharmaceuticals89Zr-TLX250 PET/CTPhase 31$4.0BNo5 11 Sep 2026
RCUSArcus BiosciencescasdatifanPhase 35$3.8BNo5 14 Nov 2026
EXELExelixisZanzalintinibPhase 23$14.7BNo11 3 Dec 2026
XNCRXencorXmAb819Phase 11$2.0BNo4 23 Oct 2026
DTILPrecision BioSciencesCD70 CAR-T cellsPhase 12$203MNo16 31 Dec 2026

Sorted by phase, then by market capitalisation. Ticker links open the company profile. EXEL holds 59% of the $24.7B competing in this indication.

Why Renal Cell Carcinoma 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. Renal Cell Carcinoma has 5 competitors and a median of $3.8B.

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

HER2 Positive Breast Cancer2 companies · $3.3B · median $10.2BConcentrated betBladder Cancer with FGFR3 Mutation1 company · $3.3B · median $6.6BUncontestedGastric Cancer8 companies · $3.6B · median $575MKnife fightChronic Lymphocytic Leukemia4 companies · $3.7B · median $2.1BConcentrated betGlioblastoma6 companies · $3.0B · median $432MKnife fightMetastatic Castration Resistant Prostate Cancer3 companies · $2.8B · median $4.0BConcentrated betNon-Squamous Non-Small Cell Lung Cancer1 company · $2.7B · median $13.7BUncontestedProstate Cancer6 companies · $2.7B · median $1.1BKnife fight

Renal Cell Carcinoma pipeline questions

Which biotech companies are developing drugs for Renal Cell Carcinoma?

Telix Pharmaceuticals (TLX, 89Zr-TLX250 PET/CT, Phase 3); Arcus Biosciences (RCUS, casdatifan, Phase 3); Exelixis (EXEL, Zanzalintinib, Phase 2); Xencor (XNCR, XmAb819, Phase 1); Precision BioSciences (DTIL, CD70 CAR-T cells, Phase 1). Those are the 5 US-listed developers in the $100M to $20B market cap band with a clinical-stage programme in Renal Cell Carcinoma.

How advanced is the Renal Cell Carcinoma pipeline?

Of the 5 clinical-stage programmes in Renal Cell Carcinoma, 2 are in Phase 3 or filed, 1 is in mid-stage development and 2 are in early-stage development.

Which company leads the Renal Cell Carcinoma field?

EXEL is the largest developer in Renal Cell Carcinoma, holding 59% of the $24.7B of market capitalisation competing in the indication. The median competitor is worth $3.8B.

When is the next Renal Cell Carcinoma catalyst?

The next dated catalyst in Renal Cell Carcinoma is TLX on 11 Sep 2026. 5 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.

Back to the disease map