Investor validated US$ 50-100M pharma thesis via 250+ MR/GP interviews & R&D assessment
03 Mar 2020
1 min read
Assessing the MR productivity, depth of distribution network and customer feedback on efficacy of products in the diligence of a pharma player
Context
- Deal type: Growth
- Deal size: US$ 50 - 100M
- CDD duration: 4 weeks
Key Findings
- Strong historical growth across the therapeutic areas
- Fast growing addressable market driven by greater disease incidence
- First line of therapy in multiple TAs with positive feedback on efficacy
- Superior NPS, high brand awareness and strong ability to gain prescription share
- Deep distribution network, high coverage, and growing productivity of MRs
- Pricing leverage with less contribution to top line from drugs under NLEM, and ability to create formulations outside the DPCO purview
- Clear advantages / moats built through tight vertical integration allowing for faster product development