FORGED & ACCELERATED BUSINESSES
Forging Stronger
Businesses
From revising investor perceptions to business model strategies — see how VaultBio creates value and drives commercial success.
01
TOP 20 PHARMA
Investor Relations Story
CHALLENGE
Initial analyst coverage of our client's asset was positive because of a perceived whitespace opportunity when phase 3 initiated. When other medicine classes demonstrated significant outcomes in related conditions with more robust data, analysts concluded the competitive advantage had shifted. Management still believed in the asset's value — analysts did not.
OUTCOME
VaultBio was hired to develop a marketplace pivot and investor communications strategy. After reviewing analyst coverage and interviewing key analysts, VaultBio developed a revised go-to-market strategy and analyst story communicated via a webinar. The impact was immediate: several large banks doubled their estimates within a week of the webinar.
+$900M
Analyst estimate increase
‹6 Weeks
To strategy delivery
02
MIDSIZE SPECIALITY/ORPHAN PHARMA
Business Model Strategy & Long-Range Plan
CHALLENGE
A growing pharma company specializing in orphan drugs publicly announced expected annual revenue growth from $1.2B to $2.5B over 8 years — with no clear plan to achieve it. VaultBio was engaged to evaluate the existing business model and product portfolio, and implemented strategy to extract additional value and realize target growth.
OUTCOME
VaultBio identified a strategy to catapult the orphan business by uncovering an additional 40% of the target orphan population not previously realized - unreached by existing customer acquisition strategies. The net result was a 2x increase in market cap in 3 years, and the company successfully divested the specialty business.
40%
Additional patients identified
2x
Market cap increase in 3 years
$1.2B → $2.5B
Revenue growth target
03
TOP 5 PHARMA
Buy-Side Due Diligence
CHALLENGE
The company CEO wanted to pursue an acquisition but did not trust the internal team to provide a realistic commercial outlook. VaultBio was hired to conduct commercial diligence, identify key risks and upside opportunities, recommend a strategy to compress downside, and partner with the BD lead to develop favorable deal terms.
OUTCOME
The product was licensed, launched, and performed to the downside case per the identified risk. Because of VaultBio's risk mitigation and deal structure, losses were negligible. The deal was recognized at the highest level of the industry.
Deal of the Year
BD industry recognition
Negligible
Losses due to risk structure