Decision Engine

Stress-test the current plan. What's pending → what are our paths → what's changing → pressure-test it → what are we missing.

Plan Vitals

Base Case

Net Stress Impact

0.0%

0 active scenarios

Stressed Peak

$14.1B

vs $14.1B base

Open Decisions

0

0 P0 critical

Unreviewed Signals

0

0 total tracked

Plan Confidence

56/100

Moderate

Confidence composed of:Signal freshness 70·Scenario coverage 0·Downside resilience 90

Decision Queue

0 open

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Strategic Options Comparator

3 paths · vs base case

Balanced Portfolio · Asset Posture

KP-723Co-lead

Oral convenience moat in moderate AD

NM-26Lead

Best-in-class itch positioning

PX-128Co-lead

Asthma co-indication optionality

PX-130Reserve

Hedge — barrier-dysfunction segment

Key Dependencies

  • · Dupixent LOE timing 2031
  • · JAK safety status quo
  • · No MFN policy shock

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Stress Test Console

Pre-built stress scenarios + asset vulnerability

Scenario Stress Testing

Asset Vulnerability Ranking

KP-723$3.2B peak
NM-26$4.8B peak
PX-128$4.1B peak
PX-130$2.0B peak

Activate scenarios below to see vulnerability analysis

Quick Stress Scenarios

Downside Risks

Upside Opportunities

AI Strategic Critic

3 live challenges
Re-evaluating bundle: Base Case
Contradicts Signal88% conf

KP-723 achieves 7% Rx share at maturity in moderate AD

Your access tightening scenario contradicts this share projection. Oral agents face step therapy barriers in >60% of commercial plans. Historical JAKi launches show payer-driven share erosion of 30-40% vs initial projections.

KP-723
Blind Spot91% conf

NM-26 uptake reaches 9% share with best-in-class itch positioning

This segment is unlikely to be fully owned by dual IL-4Rα/IL-31 MOA. Nemolizumab (pure IL-31Rα) launches 3 years earlier with established itch data. Historical patterns show first-mover advantage in pruritus captures 60% of segment share.

NM-26
Missing Scenario79% conf

PX-128 asthma co-indication doubles addressable market by 2033

Consider a sequential label strategy. Tezepire (TSLP mAb) will have 5+ years of asthma data by PX-128 launch. The bispecific advantage over established TSLP monotherapy needs clear superiority data. A phased approach with AD-first, asthma-second may de-risk the portfolio timeline.

PX-128