
Case 1: Strategic Portfolio Optimization
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THE CHALLENGE
An agency competing for AOR status with a mid-cap pharmaceutical company faced managing 10+ products across multiple business units with limited familiarity.
• Hundreds of pages of materials to analyze
• Compressed timeline
• Surface-level familiarity with most brands
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THE APPROACH
Created a comprehensive portfolio strategy through qualitative and analytical methods.
• Data immersion using secure AI workspace
• Modified BCG matrix for pharma portfolio analysis
• Senior leadership validation of findings
• Strategic narrative balancing expertise with clarity
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THE RESULTS
✓ Secured invitation to present strategy in live client meeting
✓ Retained AOR status for existing brands
✓Positioned for expansion into additional portfolios
✓ Elevated from brand-level to corporate partnership

Case 2: New Clinical Territory
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THE CHALLENGE
Building credibility in unfamiliar neuroscience territory while competing for AOR status on a high-profile DTC brand in neuroscience.
• Team lacked specialized knowledge in a key indication
• Limited time to generate POV
• Competition from agencies with established expertise
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THE APPROACH
Deployed rapid insight gathering and AI-powered analysis to build credible expertise rapidly.
• 7-day accelerated HCP primary research
• AI-enhanced insight analysis for pattern recognition
• Cross-functional integration with Strategy and Creative teams
• Strategic storytelling focused on key clinical challenges
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THE RESULTS
✓ Secured final client pitch presentation opportunity
✓ Retained existing neuroscience brand business
✓ Demonstrated ability to rapidly acquire therapeutic area expertise
✓ Positioned client for future neuroscience franchise expansion
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