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Insights to inspire Better Portfolio Decisions
Expert perspectives, research, and real-world insights to advance portfolio thinking and smarter pharma decisions.


Modeling Fast-Track Uncertainty in Oncology Projects
About four years ago, we started rethinking how to support better drug development decisions, especially when it comes to strategic pivot points in projects. A recent example of that thinking is being used in oncology projects approaching phase 2, where fast-track designation might be an option. We've worked with several project teams on this. They often face tight timelines, competing programs, and a complex path to launch. A typical challenge is: What’s the best development

Magnus Ytterstad
Jun 102 min read


Designing the Future Pipeline: A New Lens on Portfolio Strategy
Two years ago, my colleague Stig Johan Wiklund and I published an article in Pharmaceutical Statistics that looked at a different angle of portfolio optimization. Most optimization work focuses on how to allocate resources across the current portfolio. We asked a different question: 👉What kind of projects should we be bringing into the portfolio in the first place? We defined four distinct project archetypes, each with its own profile for investment, risk, timeline, and pote

Magnus Ytterstad
May 291 min read


Four Visual Lenses to Compare Projects—Which One Helps You Decide?
From classic risk-return bubbles to upside-downside splits, this visual framework shows four ways to evaluate project strategies—each unlocking a different insight into value, risk, and decision-making.

Magnus Ytterstad
May 271 min read


New AI Features in Captario SUM: SUMBuddy & Model Guide
We’ve just released two new AI-powered features into Captario SUM—both designed to make portfolio modeling and strategic evaluation faster, clearer, and more accessible. The first is SUMBuddy, a conversational assistant trained on Captario’s white papers, blog content, and system documentation. SUMBuddy helps users understand modeling concepts, portfolio evaluation approaches, and how to navigate features in Captario SUM. Whether you're comparing project strategies, exploring

Magnus Ytterstad
May 221 min read


How Simulation Turns Portfolio Strategy into Action
You’ve got three assets in the same indication—A, B, and C. Asset A is ahead in development and could be first-in-class. B and C are earlier but look stronger on efficacy. You want to be first to market. So A is going forward. But then what? Over the past few months, we have been working with a biotech company to explore exactly this kind of situation. We built out four distinct strategic options—not just possible outcomes, but active choices they could make about their devel

Magnus Ytterstad
May 191 min read


A Vision from Four Years Ago—Now Shaping Portfolio Decisions in Real Time
After four years, the vision of a real-time, strategy-shaping portfolio studio is now reality with Next Gen Captario SUM—enabling live scenario modeling, investment decisions, and BD strategy.

Magnus Ytterstad
May 141 min read
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