August 25, 2021

A Publicly Traded Pharmaceutical Company With Stagnant Asset Requests Tradeoff Analysis

Situation

A publicly traded pharmaceutical company with a stagnant Phase II ready PDE4 inhibitor asset required support to determine a lead indication. Kineticos was tasked with conducting a comprehensive commercial assessment of three unique therapeutic areas followed by a tradeoff analysis to help strategically guide the clinical development of their asset.

Process

The analysis included the below components for each indication:

  • Disease and treatment overview
  • Target Product Profile including minimum market entry and the gold standard for:
    • Safety
    • Efficacy
    • Dosing
    • Health Economics
  • The 7-year revenue and rNPVs model carefully considered variables such as the probability of success, clinical/SG&A costs, market share, etc.

Outcome

The tradeoff analysis provided evidence of one indication that presented less risk and more commercial potential than the alternatives. Leveraging the analysis, Kineticos provided the sponsor with what was perceived to be the optimal route, equipping the firm with the most risk-averse roadmap for the clinical development of their asset. After presenting the recommendations to the firm’s Board of Directors, Kineticos supported the firm with a Phase II trial design for the recommended indication.