The ecosystem in numbers
93 companies across three landscapes, charted by stage, capital tier, geography and technology.
Open the interactive map →Overview
Companies by landscape
Companies by technology
Mapped via mechanism / focus heuristics across all landscapes.
Longevity pipeline
Longevity — by development stage
Longevity — by evidence level
ADC landscape
ADC — by payload class
ADC landscape — target × payload class
| target ↓ / payload → | Topo-I inhibitor | Auristatin | Maytansinoid | DNA-damaging | DNA-crosslinker (PBD) | Tubulin inhibitor |
|---|---|---|---|---|---|---|
| HER2 | 2 | 1 | ||||
| TROP2 | 3 | |||||
| CD30 | 1 | |||||
| Nectin-4 | 2 | |||||
| Tissue Factor | 1 | |||||
| CD79b | 1 | |||||
| FRα | 1 | 1 | 2 | |||
| BCMA | 1 | |||||
| CD33 | 1 | |||||
| CD19 | 1 | |||||
| B7-H3 | 1 | |||||
| HER3 | 1 | |||||
| Claudin 18.2 | 1 | |||||
| B7-H4 | 1 | |||||
| c-Met | 1 | |||||
| Napi2b | 1 |
Polish biotech scene
Polish scene — by capital tier
Polish scene — by type
Polish scene — by city (HQ)
Market signals — the narrative the crowd is pricing
The thesis: a metabolic supercycle, gated by the regulatory clock — not the science
Prediction markets are the one place the crowd bets real money on biotech outcomes. Reading the liquid bio markets (mid-2026) gives a clean signal for positioning:
1 · Obesity is the consensus boom — and the doubt is timing, not efficacy. Nearly every liquid bio market is GLP-1-adjacent. Polymarket prices “FDA approves retatrutide in 2026” at ~27% — but the bear case is the FDA clock (no NDA filed yet, late-2026 filing at earliest), not the data (Lilly's TRIUMPH topline read out positive). Oral orforglipron and oral semaglutide are already at or through the FDA. Translation: the science is de-risked; the bottleneck is the regulatory queue. Position upstream of next-gen incretins — triple-G, oral, and muscle-sparing combinations.
2 · Reimbursement is a bigger catalyst than any single molecule. The Medicare GLP-1 Bridge / BALANCE model begins July 2026, covering Wegovy and Zepbound for weight loss at a $50 copay. That flips obesity drugs from cash-pay to covered — a demand unlock that dwarfs incremental efficacy gains.
3 · The priced risk is Washington, not a pandemic. Polymarket runs 180+ RFK Jr. markets (“out by Dec 31” ~27%) plus constant FDA and vaccine-advisory contracts — the crowd treats US health policy as a live coin-flip and the real sector overhang. Meanwhile “new pandemic in 2026” sits near 10% and early vaccine markets (e.g. hantavirus) near 6%. The asymmetric bet is metabolic + reimbursement tailwinds, not pandemic / vaccine tail-risk.
Odds as of mid-2026 and move constantly — sentiment, not fact. External, third-party venues (Polymarket, Kalshi, Endpoint Arena) — not affiliated with technica.bio.
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