Portfolio Management for Infectious Disease Therapeutics: A Strategic Case Study

Objective: Strategic Portfolio Management to Maximize ROI

A small pharmaceutical company based in Israel approached DelveInsight seeking expert portfolio management services for their infectious disease therapeutic assets. The client was focused on pinpointing the optimal clinical and commercial development pathways for their candidates across US and EU markets. The primary goal was to leverage comprehensive market research and competitive intelligence to maximize the return on investment (ROI) for their infectious disease portfolio.

Problem Statement: Navigating Complex Infectious Disease Markets

The client’s portfolio contained diverse drug candidates targeting various infectious diseases. With evolving market dynamics, regulatory landscapes, and competitive pressures in the US and EU regions, they required an evidence-backed, strategic framework to prioritize assets. The challenge lay in balancing resources effectively to accelerate promising candidates while considering divestiture possibilities for less viable ones.

Our Methodology: Comprehensive and Multi-Dimensional Analysis

DelveInsight implemented a rigorous approach to portfolio management that combined multiple analytical lenses:

Infectious Disease Market Assessment

A deep dive into the epidemiology, treatment paradigms, evolving standards of care, and competitive landscape across both target regions. This included understanding disease prevalence, patient demographics, and payer frameworks in major markets.

Opportunity Assessment per Asset

Each candidate was evaluated for its commercial and clinical potential based on:

• Mechanism of action and differentiation
• Competitive positioning and pipeline analysis
• Unmet medical needs addressed
• Market size and growth projections

Unmet Needs Analysis by Geography

The analysis underscored regional variations in treatment gaps and patient needs, highlighting where development efforts could yield the greatest impact.

Market Valuation and Future Trend Overview

Forecasting potential market share, pricing, reimbursement scenarios, and growth trajectories helped gauge long-term commercial viability.

Asset Prioritization Framework

Combining insights from the above steps, assets were classified into:

• High-priority development candidates
• Candidates for out-licensing or divestiture
• Candidates requiring further data to inform decisions

Results: Data-Driven Strategic Insights for Portfolio Optimization

Market Landscaping

DelveInsight provided detailed landscapes of infectious disease markets in the US and EU, mapping competitive pipelines, regulatory environment, and patient access challenges. This granular data empowered the client with actionable insights to anticipate market shifts.

Asset Prioritization and Resource Allocation

Through a transparent and criteria-based prioritization, the client gained clarity on which assets warranted focused investment and which could be deprioritized or divested. This resulted in optimized resource allocation for development, clinical trials, and commercialization.

Opportunity Assessment

Quantitative and qualitative scoring of candidates enabled identification of growth opportunities and potential risks. The client was able to focus on high-return assets addressing the most significant unmet needs in their target regions.

Market Forecast and Future-Ready Strategy

With DelveInsight’s forward-looking market analysis, the client built a resilient strategy anticipating pricing pressures, generic competition, and evolving treatment landscapes over the coming decade.

Why DelveInsight’s Portfolio Management Stands Out

• Tailored Solutions: Customized approaches reflect client-specific clinical pipelines and commercial goals, with a strong geographic focus on US and EU markets.
• Multifaceted Expertise: Combining epidemiology, competitive intelligence, health economics, and market research in one cohesive framework.
• Strategic Decision Support: Tools and frameworks designed to simplify complex portfolio decisions and maximize business impact.
• Cross-Functional Collaboration: Close collaboration with client teams ensures alignment with R&D Analysis, regulatory, and commercial strategies.

Business Impact: Enabling Sustainable Growth in Infectious Disease Therapeutics

DelveInsight’s portfolio management services empowered the client to:

• Make informed clinical and commercial development decisions grounded in rigorous data.
• Prioritize assets to unlock the full potential of their infectious disease pipeline.
• Reduce risk by identifying divestiture candidates early, freeing up capital for high-impact projects.
• Enhance strategic agility to respond to emerging market trends and competitive threats.