How Thelansis helped a Pharma company mitigate LOE impact through Forecast Modelling & Market Analytics
Background: In 2024, a mid-size specialty pharma company approached Thelansis with a clear challenge: its hero product, a second-line therapy in a tightly contested market, was set to enter Loss of Exclusivity (LOE) in about 18 months. The drug accounted for 38% of the company’s global revenue, with the US and EU5 markets accounting for most of that. Internally, the company was working with scattered market intelligence, varying epidemiology assumptions, and no single framework to gauge the real impact of LOE. The leadership team needed a clearer picture of: How much revenue erosion is expected in each market? When generics were likely to enter, and how aggressively they might compete? How demand might shift under different pricing pressures? Which commercial or access levers could soften the decline? What could this mean for the broader portfolio? Thelansis was engaged to build a robust, decision-ready LOE Forecast Framework that stitched to...