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Oncology Launch Curve Forecaster

R Shiny Framework Status License

A governance-first decision support framework for pharmaceutical launch planning


Overview

This project presents a decision support framework for pre-launch planning that quantifies how uncertainty in uptake timing and analog selection translates into revenue risk and forecast trade-offs.

The framework is designed for commercial launch planning contexts where leaders must reason under uncertainty, evaluate assumptions transparently, and communicate trade-offs clearly across functions.

Intended Use Context

  • Decision Window: Pre-launch planning (12–18 months from approval)
  • Domain: Oncology therapeutics (solid tumors and hematologic malignancies)
  • Typical Users: Commercial, brand, and planning leaders involved in launch readiness and forecasting discussions

Live Dashboard

🔗 Interactive Shiny dashboard:
Launch Curve Forecaster (ShinyApps.io)


Core Decision Question

What is the revenue at risk if launch timing shifts under uncertainty?

This framework supports that question by:

  • Structuring analog-based launch scenarios using a governance-first methodology
  • Quantifying Year 1 revenue at risk under configurable launch delay assumptions
  • Supporting P25 / P50 / P75 forecast trade-off discussions across stakeholders
  • Documenting assumptions, exclusions, and sensitivities transparently for audit and review

Key Capabilities

Capability Implementation
Governance-first analog selection Inclusion criteria locked before examining outcomes
Revenue-at-risk quantification Year 1 impact from configurable delay scenarios
Sensitivity testing Option to exclude the top-performing analog (by peak revenue)
Dynamic selection rationale Live statistics: solid/heme count, approval-year range, median peak
Transparent methodology Assumptions, limitations, and exclusions clearly documented

What This Framework Does

✅ Structures analog-based launch scenario analysis
✅ Quantifies revenue ranges from analog variation (P25 / P50 / P75)
✅ Supports structured trade-off conversations under uncertainty
✅ Documents assumptions and limitations transparently
✅ Provides sensitivity checks to test analytical robustness


What This Framework Does Not Do

❌ Predict whether a specific launch will succeed
❌ Recommend specific investment or resourcing levels
❌ Model competitive response or market access dynamics
❌ Estimate NPV or financial returns
❌ Replace clinical, regulatory, or strategic judgment

By design:
NPV and market access modeling are excluded because they require company-specific inputs that would compromise generalizability. Revenue scenarios are treated as foundational inputs, not final financial outputs.


Dashboard Preview

Executive Brief

Executive Brief High-level summary with key metrics (analog count, peak revenue range, Year 1 revenue at risk), scenario comparison chart, and decision framing.

Scenario Builder

Scenario Builder Configure analog selection criteria, test delay scenarios, and examine dynamic selection rationale with live statistics and sensitivity checks.

Analog Explorer

Analog Explorer Examine individual analog launch curves and performance characteristics, with guardrails against over-interpretation of any single analog.

Methods & Data

Methods & Data Transparent documentation of methodology, data sources, assumptions, limitations, and explicitly excluded modeling domains.


Methodology

Analog Selection (Governance-First Approach)

Inclusion criteria are specified before examining outcome data to ensure defensible analysis:

  • Therapeutic area: Oncology (solid tumors and/or hematology)
  • Peak revenue threshold: Configurable minimum (filters speculative analogs)
  • Data availability: Product-level revenue disclosed in SEC filings
  • Sensitivity check: Option to exclude the top-performing analog to test robustness

Scenario Construction

Percentile bands are derived from observed analog performance:

  • P50 (Base Case): Median analog trajectory
  • P75 (Upper Range): Upper quartile performance
  • P25 (Lower Range): Lower quartile performance

Important: These represent observed analog ranges, not statistical confidence intervals.


Revenue-at-Risk Calculation

Revenue at Risk (Year 1) = delay_quarters × (median Year 1 revenue / 4)

This is a Year 1 average-quarter approximation, explicitly labeled to match the calculation methodology.


Key Assumptions Documented

  • Demand deferral: Delayed demand is deferred, not destroyed
  • Label expansion bias: Some analogs experienced post-launch indication expansion, creating potential upward bias
  • Era effects: Launch dynamics differ between earlier (2013–2015) and more recent oncology approvals

Data Sources

Source Purpose Access
SEC EDGAR filings Product-level revenue (10-K reports) SEC EDGAR
FDA Drug Approvals Approval dates (T=0), indications FDA.gov
Published literature Launch curve patterns and benchmarks Peer-reviewed sources

All data used is publicly available. No proprietary or confidential information is included.


Analog Set (10 Oncology Products)

The framework includes established oncology launches with disclosed product-level revenue:

  • Solid tumors: Keytruda, Opdivo, Ibrance, Tagrisso, Lynparza, Tecentriq
  • Hematology: Imbruvica, Darzalex, Venclexta, Calquence

Technology Stack

Component Technology
Language R (4.3+)
Framework Shiny (modular architecture)
UI components shiny.semantic (Appsilon)
Visualization ggplot2, ggiraph
Tables reactable, reactablefmtr
Deployment shinyapps.io

Design Principles

  • Governance-first thinking — lock criteria before examining outcomes
  • Transparency over performance — document assumptions and limitations
  • Appropriate restraint — clearly state what the tool does not do
  • Decision support, not automation — inform judgment, do not prescribe
  • Executive communication — lead with insights, support with data

Limitations

  • Revenue data from SEC filings may include ex-US sales
  • Label expansion can introduce upward bias in peak revenues
  • Earlier analogs may not fully reflect current launch environments
  • Revenue-at-risk calculation is simplified (not a full DCF model)
  • Competitive dynamics and market access are not modeled

Author

Steven Ponce
Data Analyst | R Shiny Developer | Pharmaceutical Analytics


License

Released under the MIT License.


Disclaimer

This project is a portfolio case study intended to demonstrate analytical framing, governance, and decision-support design using publicly available data.

It is not intended for real-world commercial decision-making and is not affiliated with any pharmaceutical company. Product names are used for analytical illustration only.


Version: 1.0.0
Last updated: January 2026

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Governance-first oncology launch forecaster. Quantifies revenue-at-risk from timing uncertainty using analog-based scenarios—decision support, not prediction.

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