A healthcare investment banking firm with a focus on revenue royalty streams, evaluating a potential investment in a recently launched treatment for ovarian cancer.
To understand perceptions of physicians globally at a time when ovarian cancer treatment was experiencing a significant change due to the launch of 3-5 commercially similar, yet medically ground-breaking products. To develop a ten-year revenue forecast projection to best inform the decision to bid or not bid, and if so, at what level.
We used our therapeutic area knowledge to guide qualitative and quantitative primary research with physicians, KOLs, and payers in the US and EU5 and to develop a flexible model that would allow for impact analysis of differing market dynamics in the major countries. We built a research-informed financial model that could account for significantly different payer dynamics in various countries.
Revenue projections were aligned with recent company quarterly earnings reports to better inform a potential bid level. Top-line revenue projections were calculated in 6 major markets and extrapolated to the rest of the world with a dynamic forecasting model that was capable of accounting for a shifting competitive landscape, rapid label expansions into earlier lines of treatment, use in different patient populations, and potential payer restrictions in the target markets. Overall revenue projections were lower than consensus Wall Street analyst reports but remarkably in-line with company reported sales.
You can adjust all of your cookie settings by navigating the tabs on the left hand side.
Strictly Necessary Cookies
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
3rd Party Cookies
This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.
Keeping this cookie enabled helps us to improve our website.
Please enable Strictly Necessary Cookies first so that we can save your preferences!