Portfolio Analysis and Strategy Development for an Early-Stage Oncology Portfolio

A clinical-stage biotech company was developing three new immuno-oncology therapies: one in phase 2 of clinical development, with the remaining two in phase 1. The company was progressing all portfolio assets and wanted to assess the commercial value of each within specific segments across a certain cancer type, both as monotherapy and in combination. The insights gained from this exercise would inform further development efforts and commercial strategy development.

Our team began by conducting a thorough assessment of the current and potential future market landscape across priority segments within the cancer type in question. We then completed a valuation analysis of high-potential market segments and developed target product profile (TPP) scenarios across tumor types. This work was informed by primary quantitative research. Next, our team built a robust forecast model across the cancer type and assessed the opportunity size and potential uptake for all three assets across priority segments. This work was also informed by primary market research. Finally, we carried out high-level development planning for the phase 2 asset across high-value populations and identified broader implications for the early-stage portfolio across tumor types.

As a result of our work, company leaders gained a much deeper understanding of the market landscape into which the assets would eventually launch, as well as the asset value and “winning” product profiles for all three assets. For the phase 2 asset, we delivered even more detailed guidance regarding its ongoing development strategy. The company was able to move all assets forward with confidence and with the appropriate strategic direction.