Target Landscape
KRAS G12C
Approved Drug Exists
Market Leader
Amgen (AMGN) - LumakrasApproved
Challenger
Revolution (RVMD) - ElironrasibPhase 2
RAS(ON) Multi
Race to First
Frontrunner
Revolution (RVMD) - DaraxonrasibPhase 3
Fast Follower
Mirati/BMS - MRTX1133Phase 1
Menin-MLL
Approved Drug Exists
Market Leader
Syndax (SNDX) - RevuforjApproved
Challenger
Kura (KURA) - ZiftomenibPhase 3
TIGIT
Race to First
Frontrunner
Arcus/Gilead (RCUS) - DomvanalimabPhase 3
Fast Follower
Merck (MRK) - VibostolimabPhase 3
B7-H3
Race to First
Frontrunner
MacroGenics (MGNX) - Vobramitamab duoPhase 3
Fast Follower
Multiple - ADCs, CAR-TPhase 2
TL1A
Race to First
Frontrunner
Spyre (SYRE) - SPY002Phase 2
Fast Follower
Prometheus - PRA023Phase 2
FcRn
Approved Drug Exists
Market Leader
argenx (ARGX) - VYVGARTApproved
Challenger
Immunovant (IMVT) - IMVT-1402Phase 3
IL-4Ra / IL-13
Approved Drug Exists
Market Leader
Regeneron (REGN) - DupixentApproved
Challenger
Apogee (APGE) - APG777Phase 2
KIT (mast cell)
Race to First
Frontrunner
Celldex (CLDX) - BarzolvolimabPhase 3
Fast Follower
Allakos - VariousPhase 2
GLP-1/GIP dual
Approved Drug Exists
Market Leader
Eli Lilly (LLY) - MounjaroApproved
Challenger
Viking (VKTX) - VK2735Phase 3
Aldosterone synth
Race to First
Frontrunner
Mineralys (MLYS) - LorundrostatPhase 3
Fast Follower
Alnylam (ALNY) - ZilebesiranPhase 3
DMD gene therapy
Approved Drug Exists
Market Leader
Sarepta (SRPT) - ElevidysApproved
Challenger
Solid Bio - SGT-003Phase 1/2
Hepcidin mimetic
Race to First
Frontrunner
Protagonist (PTGX) - RusfertideNDA Filed
Fast Follower
Disc Med (IRON) - VariousPhase 2
Nav1.6 / SCN8A
Early Stage
Frontrunner
Praxis (PRAX) - RelutriginePhase 2/3
Fast Follower
None significant-
T-type Ca2+ channel
Race to First
Frontrunner
Praxis (PRAX) - UlixacaltamidePhase 3
Fast Follower
None significant-