Case 1: Strategic Portfolio Optimization

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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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