Scenario Framework
Pre-built and custom scenarios. Save configurations as named bundles, or reset to base case.
KP-723 TPP Underperformance
Oral STAT6i fails to differentiate vs JAK1i on efficacy; limited to convenience positioning only
Dupixent Biosimilar Acceleration
Biosimilar Dupixent launches early (2031 EU, 2032 US), expanding market but compressing pricing
JAK Safety Signal Escalation
New JAK class safety data triggers further prescribing restrictions, shifting patients to biologics
Access Tightening (Payer Suppression)
Prior authorization requirements expand; step therapy enforced across new entrants
NM-26 Best-in-Class Itch Data
Phase 2 data shows unprecedented itch control via dual IL-4RĪ±/IL-31 blockade; differentiated positioning
PX-128 Asthma Co-indication
PX-128 IL-13/TSLP bispecific achieves asthma co-indication, doubling addressable market
MFN Policy Implementation
Most Favored Nation pricing implemented; US prices benchmarked to international reference
PX-130 Clinical Delay (2 years)
Preclinical-to-Phase 1 transition delayed; IND pushes approval to 2035
Competitive OX40 Breakthrough
Rocatinlimab achieves disease-modifying claim; shifts treatment paradigm away from cytokine blockade
Pediatric Indication Fast-Track
FDA grants pediatric priority review for NM-26 and KP-723; 2-year earlier pediatric access