Portfolio by Johnny RiceInformatics demo
ClariTrial
Back

TPD Competitive Landscape

Targeted protein degradation field overview: clinical programs, target coverage, and deal flow across leading PROTAC and molecular glue companies. Kymera is the only company with multiple clinical-stage degrader programs in immunology.

Kymera Profile
Companies tracked
7
PROTAC and molecular glue developers
Clinical programs
14
Phase 1 or later
Phase 2+
4
Pivotal or advanced stage
Disclosed deal value
$9B+
Partnerships and acquisitions

Program Matrix: Companies vs. Targets

Each cell shows the highest clinical phase for that company in that target. Filter by disease area to focus the view.

Hover cells for program details
IMMUIMMUIMMUONCOONCOONCOONCOONCOONCOONCOONCOONCONEUR
Company
STAT6
IRAK4
IRF5
ER/ESR1
AR
CDK2
BTK
EGFR
BRAF
GSPT1
IKZF1/3
IKZF2
LRRK2
Kymera
KYMR
Arvinas
ARVN
C4 Tx
CCCC
Nurix
NRIX
Monte Rosa
GLUE
Plexium
Private
Vividion
Bayer (2021)
Phase
PrePreclinical
INDIND-Enabling
Ph 1Phase 1
1/2Phase 1/2
Ph 2Phase 2
2bPhase 2b
Ph 3Phase 3
AppvdApproved
immunology
oncology
neurology

Kymera Differentiation

STAT6Kymera only

Only clinical-stage STAT6 degrader

No other TPD company has a clinical program targeting STAT6. KT-621 is an oral small molecule addressing a $15B+ market currently dominated by injectable biologics like Dupixent. Phase 2b data expected 2027.

IRF5Kymera only

Only IRF5-targeted therapy in development

IRF5 is a master regulator of innate immunity implicated in lupus, Sjögren's, and RA. No approved IRF5 therapy exists. KT-579 enters Phase 1 in 2026, opening an entirely new therapeutic node.

IRAK4Kymera only

Best-in-class IRAK4 degrader with Sanofi

KT-485 is the 2nd-gen IRAK4 degrader, with superior potency and selectivity vs. predecessor KT-474. Sanofi partnership provides validation, global resources, and up to $2.1B in total potential value.

Company Profiles

Kymera Therapeutics

Focus
KYMR · Pegasus™· 3 clinical
2bKT-621STAT6 · Atopic Dermatitis / Asthma
Ph 2KT-485IRAK4 · Hidradenitis Suppurativa / ADSanofi
Ph 1KT-579IRF5 · Lupus / Sjögren's / RA
INDCDK2 GlueCDK2 · CCNE1-amplified Breast CancerGilead

Only company with clinical-stage PROTAC programs in immunology (STAT6, IRAK4, IRF5). $979M cash, Sanofi and Gilead partnerships.

Arvinas

ARVN · PROTAC® Technology· 3 clinical
Ph 3ARV-471 (Vepdegestrant)ER · ER+/HER2- Breast CancerPfizer
Ph 2ARV-110 (Bavdegalutamide)AR · Metastatic Castration-Resistant Prostate Cancer
Ph 1ARV-102LRRK2 · Parkinson's Disease

Pioneer TPD company. First PROTAC to reach Phase 3 (ARV-471). ~$650M Pfizer partnership. Led by founder Craig Crews.

C4 Therapeutics

CCCC · TORPEDO®· 3 clinical
1/2CFT8919EGFR · EGFR L858R NSCLC
Ph 1CFT1946BRAF · BRAF V600X Solid Tumors
1/2CFT7455IKZF13 · Relapsed/Refractory MM / NHLRoche

Multiple partnerships: Roche (IKZF), Biogen, Merck KGaA. Clinical-stage in EGFR L858R, BRAF V600X, IKZF1/3.

Nurix Therapeutics

NRIX · DELigase™· 2 clinical
Ph 1NX-5948BTK · B-cell Malignancies / CLL / MCL
Ph 1NX-2127BTK · Relapsed/Refractory B-cell Malignancies

Broadest E3 ligase toolkit (90+ validated ligases). Also exploring protein elevation. BMS and Gilead collaborations.

Monte Rosa Therapeutics

GLUE · QuEEN®· 2 clinical
Ph 1MRT-2359GSPT1 · MYC-Driven Cancers (NSCLC, SCLC)
Ph 1MGX-12IKZF2 · Solid Tumors (Treg depletion)

Focused exclusively on molecular glue degraders. QuEEN platform for novel glue discovery. Roche license deal.

Plexium

Molecular Glue Discovery· 1 clinical
Ph 1PLX-4545IKZF2 · Solid Tumors

Focused on molecular glue discovery for CNS and oncology targets. Series B funded.

Vividion Therapeutics

Chemoproteomics-guided TPD
PreVVD-159GSPT1 · Oncology

Acquired by Bayer for $1.5B (2021). Chemoproteomics approach to identify novel ligandable sites on undruggable proteins.

TPD Deal Flow

Major partnerships and acquisitions
2023
Gilead×KymeraPartnership
CDK2 Molecular Glue Option/License
Undisclosed milestones + royalties
2021
Bayer×VividionAcq.
Acquisition
$1.5B
2021
Pfizer×ArvinasPartnership
ARV-471 Co-development
Up to $1.0B+
~$650M upfront
2021
Roche×C4 TherapeuticsPartnership
IKZF1/3 Collaboration
Up to $1.4B
$110M upfront
2020
Sanofi×KymeraPartnership
IRAK4 Degrader Partnership
Up to $2.1B
$150M upfront
2019
BMS×NurixPartnership
E3 Ligase Platform Collaboration
Up to $2.7B
$150M upfront

Data from company investor presentations, press releases, ClinicalTrials.gov, and SEC filings. Phase classifications reflect highest reported clinical stage as of early 2026. This is not investment advice.