Leading through growing complexity · Established biotech and pharma

The expertise is already in the building. The decision is held in pieces.

Connect decisions that now span functions, portfolios and priorities.

This moment, across the five domains All five domains on one connected ring around portfolio. SCIENCE PATIENT CAPITAL LEADERSHIP REGULATORY THE PORTFOLIO

The expertise sits across functions that each hold one piece of the decision. Add a new modality, a partnership still finding its footing, and a program that deserves a fresh look, and what the organization needs is judgment that connects the pieces.

The questions that usually decide it

Does the portfolio have a decision system, or a calendar?

One test: when did this system last stop a program that had a senior advocate, and did that decision hold?

What does a new modality actually change?

Bringing a new modality into an established organization reshapes regulatory precedent, CMC and comparability, supply, IP and the capabilities you assumed would transfer.

Will the partnership deliver what it was signed for?

Partners can align on price and still diverge on incentives, decision rights and how the work is run together. Designing for that before signature, and governing it after, costs far less than repairing it later.

Which program deserves a fresh, independent look?

Large organizations rarely lack the information. They lack someone with the standing to say it, a stake in the shared outcome above any one function’s interest, and no reporting line into the function being assessed.

Roberta Duncan moderating a panel at the Alliance for mRNA Medicines forum in Washington DC
Guest panel moderator, mRNA: A Key to National Security, Alliance for mRNA Medicines, Washington DC, January 2025.

Questions people ask.

How should an established company enter a new modality?

A new modality reshapes regulatory precedent, CMC and comparability, supply, IP and the capabilities you expect to transfer. I help map what carries over, what has to be built, and the sequence that gets the first program moving with confidence.

Should we in-license, partner or build?

Each path changes the science you can access, the speed to patients, the economics, the regulatory path and what the organization has to become. I work through those five together so the choice reflects the whole picture.

How can we get an independent view of a program?

An independent assessment works best from someone with the standing to say what the evidence shows, a stake in the shared outcome above any one function, and no reporting line into the team being assessed. That is the role I take.

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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