Strategic Planning and Fund Raising Support For Early Stage Pharma Company

Case Study


Scenario: 

• Early stage drug development company needs to refine business strategy and secure outside funding to continue clinical development of Alzheimer’s drug candidate in development

• Company founder requested guidance on business strategy and plan development, development of a financial summary outlining new product commercial opportunity, and support for seeking angel pre-seed funding
• Company needed to refine executive summary and investor presentation in preparation of outreach efforts with angel investors to seek funding.

• Provide direction for development of commercial and financial sections of business plan
• Develop outlicensing goals and strategy
• Conduct market opportunity assessment and competitive analysis
• Explore risks, revenue, and profit opportunities for drug development and outlicensing of lead candidate prior to phase III
• Refine investor presentation and executive summary

• Review literature, secondary data and syndicated market reports
• Define target market, value proposition, current competitors and key competitive drugs in development
• Develop target product profile and commercial needs for clinical development
• Plan for reviews with scientific advisory board
• Construct early stage demand projections and financial projections based on target product profile, risk, and anticipated market scenarios
• Coach management in executive summary, business plan, and investor presentation revisions

•  Decision was made to eliminate development of compound for second indication and to focus on AD
• Developed patient Rx demand and financial NPV models to evaluate changing assumptions and “what if scenarios”
• Executive summary was rewritten and new investor presentation was developed

• Company was able to generate investor interest and engage in discussions with angel investors and a grant committee of an international Alzheimer’s patient organization