Preparing to scale · Clinical-stage and scaling biotech

More promising programs than capital, and the chance to sequence them well.

As the organization grows, the questions change.

This moment, across the five domains All five domains on one connected ring around next stage. SCIENCE PATIENT CAPITAL LEADERSHIP REGULATORY THE NEXT STAGE

The science worked well enough to get here. Now every program has an advocate, none has been formally stopped, and the pivotal study is the largest commitment the company has ever made. What used to be settled in a hallway needs a decision system, because the board has started asking why the sequencing looks the way it does.

The questions that usually decide it

Is the pivotal design the one the agency will accept?

The study the agency would endorse and the study the budget allows are not always the same. Finding that gap before the End-of-Phase 2 meeting, while the plan can still change, is worth far more than discovering it in the meeting itself.

Which program gets the next dollar, and who decided?

A stage-gate architecture makes the trade-off explicit, so the choice rests on evidence and holds up with the board.

Is the organization built for the scale ahead?

A team that ran three sites well is not automatically a team that can run a hundred across a dozen countries.

Is there room in the plan for a program to slip?

Knowing in advance whether a six-month delay is absorbable keeps the company’s options open.

Questions people ask.

How do we prioritize a pipeline when capital is limited?

By making the trade-off explicit. A stage-gate architecture sets out what each program needs to show, when, and at what cost, so the choice rests on evidence and holds up with the board. I help build that system and take the first decision through it.

Should we partner this program or develop it ourselves?

Five questions decide it together: what the next data set will change about the program’s value, which path reaches patients sooner, what each option costs and returns, who should carry the regulatory path, and what each choice asks of the organization. I work through all five together.

How do we know we are ready for a pivotal study?

When the study the agency would endorse, the budget, the manufacturing and supply plan and the operating model line up. I review each against the others before the End-of-Phase 2 meeting, while the plan can still change.

What are you working through?

A finished brief is not needed. I read every message myself and reply with the two questions I would ask first. If I am not the right person, I will tell you who is.

Roberta Duncan, Founder and Principal

Confidential, and NDA-first if you prefer.
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