Embedding Portfolio-Level Forecasting Capabilities


Client Type A cutting-edge biopharma company
Function Portfolio-level forecasting, valuation, and corporate strategy.
Challenge Unclear portfolio valuation
Impact Valuation guided strategy and financing

Challenge

A cutting-edge biopharma company with several development products was interested in better understanding the intrinsic value of their portfolio leading into the long-range planning period, future financing activities, and upcoming earnings calls and board meetings.

Approach

Led cross-functional efforts with a team comprised of personnel from executive management, finance, program management, commercial, and business development to build a comprehensive short-term forecast and valuation model that will include a sum of the parts analysis.

Impact

The valuation analysis has been presented to the client's management team and was an essential part in driving forward looking strategy and financing development. The team continued to be fully integrated with the executive committee, becoming a valued and contributing member of the leadership team, until Scimitar helped to identify 3 FTEs to assume this role on a go-forward basis.

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