How Thelansis Supported a Mid-Sized Biopharma Company in Out-Licensing Their Novel IPF Asset
Introduction: During 2024, a mid-sized biopharma company from the European region was developing a novel systematic therapy for the treatment of IPF, seeking an evidence-backed structured partnership strategy, where EpiLansis played an instrumental role in validating the market assumptions, estimating the market potential, and identifying the right licensing partners across the US, EU, and Asia. The company had generated promising Phase 1 safety data in 78 healthy volunteers and a small exploratory efficacy readout in a 26-patient cohort but lacked the internal bandwidth and commercial foresight to identify suitable partners, build a value narrative, and quantify the market opportunity across geographies. Objective: The engagement focused on four quantifiable outcomes: Size the commercial opportunity using updated epidemiology—providing market estimates for 15 geographies covering ~82% of the global IPF market. Map and benchmark 70+ competitive and pipeline...