Forward to: Strategy Team

Competitive Landscape Analysis
Workflows

Ten agent workflows for the Strategy Team — competitor pipeline monitoring, market share analysis, pricing intelligence, therapeutic area dynamics, launch readiness assessment, KOL engagement tracking, conference intelligence, payer coverage monitoring, commercial strategy signals, and competitive strategy dashboard — enabling data-driven strategic decisions powered by comprehensive domain intelligence.

1Competitor Pipeline Monitoring

AI agent monitors competitor biotech and pharma domains to provide real-time pipeline intelligence — tracking new programs, phase transitions, and strategic pivots across therapeutic areas.

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Track Competitor Pipelines
/products/investors/pressOpenPageRank
COMPETITOR PIPELINE INTELLIGENCE — TOP 20 MONITORED ════════════════════════════════════════════════════════ pfizer.com — Oncology Pivot /products: 24 oncology programs (up from 18 last year) /investors: Oncology R&D spend: $4.2B (+35%) /press: 3 new ADC programs initiated SIGNAL: Aggressive oncology expansion post-Seagen novartis.com — Radioligand Focus /products: Pluvicto + 6 next-gen radioligands /investors: AAA acquisition driving pipeline SIGNAL: First-mover in radioligand — building franchise lilly.com — Obesity Dominance /products: Mounjaro + Zepbound + 4 next-gen obesity programs /investors: Obesity franchise revenue: $12B+ run rate SIGNAL: Incumbent advantage growing — difficult to displace

2Market Share Analysis

AI agent estimates market share dynamics by analyzing domain signals — investor presentations, pricing pages, career postings, and press releases as proxies for commercial momentum.

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Analyze Market Share Dynamics
/investors/pricing/pressIAB Categories
MARKET SHARE ANALYSIS — PD-1/PD-L1 CHECKPOINT INHIBITORS ════════════════════════════════════════════════════════ Company Product Revenue Share Trend merck.com Keytruda $28B 52% +4pp bms.com Opdivo $9.5B 18% -2pp roche.com Tecentriq $4.2B 8% flat astrazeneca.com Imfinzi $4.8B 9% +1pp regeneron.com Libtayo $1.2B 2% +1pp MARKET DYNAMICS: Total market size: $54B and growing Keytruda dominance: Increasing — 52% share SIGNAL: Differentiation increasingly difficult in IO

3Pricing Intelligence

AI agent monitors drug pricing signals across pharma domains — list prices, net price trends, discount programs, and payer negotiation outcomes to inform pricing strategy.

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Track Competitive Pricing
/pricing/investors/pressCountries
DRUG PRICING INTELLIGENCE ════════════════════════════════════════════════════════ OBESITY MARKET PRICING: novonordisk.com — Wegovy: $1,350/month (list) lilly.com — Zepbound: $1,060/month (list) Net price after rebates: ~$500-700/month SIGNAL: Price competition intensifying — IRA impact pending GENE THERAPY PRICING: novartis.com — Zolgensma: $2.1M per treatment bluebirdbio.com — Lyfgenia: $3.1M per treatment SIGNAL: Payer pushback on one-time gene therapy pricing IRA PRICE NEGOTIATION: First 10 drugs negotiated: 25-79% discounts Next round (2027): 15 additional drugs selected

4Therapeutic Area Dynamics

AI agent analyzes therapeutic area competitive dynamics by monitoring multiple domain signals to identify market shifts, unmet need gaps, and emerging competitive threats.

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Analyze TA Competitive Dynamics
/products/investors/pressIAB Categories
THERAPEUTIC AREA HEAT MAP ════════════════════════════════════════════════════════ TA Market Size Growth Competition Unmet Need Oncology $220B +8% Very High Medium Obesity $100B+ +45% High High Immunology $95B +6% Very High Medium Rare Disease $45B +12% Moderate High CNS $35B +4% High Very High Cell/Gene Tx $8B +28% Moderate Very High STRATEGIC RECOMMENDATION: Prioritize: Rare disease, CNS, Cell/Gene therapy Selective: Oncology (differentiated mechanisms only) Avoid: Crowded IO, me-too GLP-1s

5Launch Readiness Assessment

AI agent assesses competitor launch readiness by monitoring pre-launch signals — commercial hiring, field force expansion, pricing page additions, and payer engagement indicators.

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Assess Launch Readiness Signals
/careers/pricing/press/partners
COMPETITOR LAUNCH READINESS TRACKER ════════════════════════════════════════════════════════ beamtx.com — BEAM-101 (SCD) /careers: +62% commercial postings — VP Commercial hired /pricing: No pricing page yet — pre-commercial /partners: New specialty pharmacy agreement announced Launch readiness: 65/100 — 12-18 months out argenx.com — Efgartigimod (CIDP) /careers: 50 new field rep positions posted /pricing: Pricing page updated with CIDP content /press: Payer presentations at AMCP Launch readiness: 92/100 — launch imminent

6KOL Engagement Tracking

AI agent monitors key opinion leader activity by tracking academic medical center domains, conference presentations, publication activity, and advisory board signals.

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Track KOL Activity
/leadership/events/blogOpenPageRank
KOL ENGAGEMENT INTELLIGENCE ════════════════════════════════════════════════════════ dana-farber.org /leadership: Dr. Sarah Chen — 12 competitor advisory boards /events: Speaking at ASCO, ASH, AACR (6 presentations) PageRank: 8.1 SIGNAL: Top oncology KOL heavily engaged by competitors mayoclinic.org /leadership: Dr. James Rivera — gene therapy investigator /blog: 8 publications supporting competitor product SIGNAL: KOL aligned with competitor — engagement needed KOL LANDSCAPE: Top KOLs tracked: 500 across 12 TAs Competitor-aligned KOLs: 65% of top 50 ACTION: Prioritize KOL engagement in rare disease

7Conference Intelligence

AI agent monitors medical conference domains and pharma press pages to track abstract submissions, late-breaking data presentations, and competitor conference strategies.

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Track Conference Activity
/events/press/investorsOpenPageRank
CONFERENCE INTELLIGENCE — ASCO 2026 ════════════════════════════════════════════════════════ LATE-BREAKING ABSTRACTS DETECTED: merck.com — Keytruda perioperative NSCLC (LBA) roche.com — Tiragolumab + Tecentriq (LBA) astrazeneca.com — Dato-DXd Phase 3 (LBA) COMPETITOR CONFERENCE PRESENCE: Pfizer: 42 abstracts | Roche: 38 | Novartis: 35 Our company: 18 abstracts — below peer average UPCOMING CONFERENCES: ASCO: June 2026 | EHA: June 2026 | ESMO: Sept 2026 SIGNAL: Increase abstract submissions for key programs

8Payer Coverage Monitoring

AI agent monitors payer and PBM domains to track formulary decisions, prior authorization changes, and coverage policies affecting competitor products.

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Track Payer Coverage Decisions
/products/press/complianceIAB Categories
PAYER COVERAGE INTELLIGENCE ════════════════════════════════════════════════════════ express-scripts.com /products: 2026 National Preferred Formulary published /press: GLP-1 coverage expanded — Zepbound added to preferred SIGNAL: Lilly gaining payer preference over Novo cvs.com — CVS Caremark /products: Specialty formulary update /press: Gene therapy coverage restricted — outcomes-based only SIGNAL: Gene therapy access barrier — outcomes contracts needed PAYER LANDSCAPE: Products gaining coverage: 24 new formulary adds Products losing coverage: 8 exclusions this cycle Prior auth trend: Increasing for specialty drugs

9Commercial Strategy Signals

AI agent detects competitor commercial strategy shifts by analyzing domain changes — new product landing pages, DTC advertising signals, patient support programs, and field force restructuring.

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Detect Commercial Strategy Changes
/products/careers/support/press
COMMERCIAL STRATEGY INTELLIGENCE ════════════════════════════════════════════════════════ lilly.com — Obesity Commercial Expansion /products: New Zepbound patient portal launched /support: Savings card program — $25/month copay /careers: +200 field rep postings (obesity) SIGNAL: Massive commercial investment — DTC campaign imminent bms.com — Cardiovascular Restructuring /careers: -35% CV field positions posted /products: Eliquis patient support scaled down SIGNAL: Pre-LOE commercial wind-down for Eliquis COMMERCIAL TREND SIGNALS: DTC advertising spend (industry): $8.2B (+12% YoY) Digital marketing share: 42% (vs 35% last year)

10Competitive Strategy Dashboard

AI agent synthesizes all competitive intelligence into a strategy dashboard — providing leadership with positioning, threat assessment, and opportunity identification across the competitive landscape.

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Generate Competitive Strategy Dashboard
/products/investors/pressOpenPageRankIAB Categories
COMPETITIVE DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ COMPETITIVE POSITION: Pipeline rank: #8 global (by rNPV) Market share (key TAs): 3rd in oncology, 5th in immunology Launch performance: Above peer average THREATS: New competitive entries: 14 in our key TAs Biosimilar threats: 2 products within 3 years Pricing pressure: IRA + payer negotiation OPPORTUNITIES: Unmet need gaps: 4 TAs identified Competitor weaknesses: 3 exploitable
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Generate Competitive Report

Competitive Intelligence Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Competitors monitored: 280 domains (top 20 deep-dive) Therapeutic areas tracked: 12 major categories KOLs monitored: 500 across all TAs Payer decisions tracked: 45 this quarter KEY INSIGHTS Obesity market reshaping competitive landscape — Lilly and Novo dominating. IO market maturing — differentiation through combinations and biomarkers. Gene therapy commercial model challenges persist — outcomes-based contracts. Conference strategy needs strengthening — below peer abstract volume. KOL engagement gaps in 3 priority therapeutic areas identified.
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