Strategy - Planning - Access - Insights. Each pillar is built on the same discipline: build defensible models and plans, reconcile against hard data, and validate those plans with the people who decide.
Four pillars.
From the boardroom
to the brand plan.
What we do.
01
Corporate & Portfolio Strategy
Decide where to play, what to fund, and what to cut. Indication prioritization, in-licensing and BD diligence, portfolio sequencing, asset valuation, and platform/roll-up theses — the bottom-up models and operator judgment behind the bet, before the capital commits.
02
Commercial & Launch Planning
Position it. Segment it. Launch it. Defend it. Positioning and messaging frameworks, segmentation and targeting, go-to-market design, Target Product Profile development, launch budgets / FTE ramps, and competitive wargames — built by people who've run the launch, not just modeled it.
03
Access, Pricing & Value
How do we develop a price that will get insurance coverage? What kind of health outcomes data will we need? How should we distribute it? Do we use specialty pharmacies? Do physicians have to buy it before administering to patients? Will we need to contract with insurers and PBMs? Pricing and access strategies that can win – make sureyou get paid for the value you bring.
04
Market & Stakeholder Insight
Primary research to hear the voice of the people who decide. Qualitative interviews with key decision-makers. Large quantitative surveys across physicians, payers, pharmacists, and patients; message testing, segmentation research, and blinded product profile work. Know the demand will be there before you commit.
How we work.
01
Therapeutic, Clinical & Financial Depth
Therapeutic expertise / understanding how clinicians think. Deep focus on the patient journey and unmet needs. Bottom-up patient-based models — incidence, staging, line of therapy, failure rates — modeled across US, EU, ROW. Every model is constructed from the ground up. Every recommendation comes from therapeutic depth and patient focus.
02
Reconciled against hard data
We tie models to claims and audit data, sell-side estimates, Orange Book / LOE / Paragraph-IV timelines, and deal comps — then reconcile the gaps. We research the clinical literature, the epidemiology, and the market. Where the story and the data disagree, we say so.
03
Supported by the Experts who Matter
Before we make a recommendation, we research it with the people who ultimately decide: patients, doctors, pharmacists, insurance companies & PBMs. The hypothesis either survives or it changes. Sometimes the least obvious choice is the winner. The time to find out is before the decision is final.
04
Recommendations that Can be Implemented
We understand the decisions you face. How do we develop this asset? Do we build our own organization or partner it? What pricing/contracting plan is needed to be successful? How will competitors respond? What does our P&L look like from now through launch? Our final product is a recommendation you can take to the board, the investment committee, bank, or sales team. No top-down hand-waving or "considerations".
