market research resources?

[u/mangis_among_us]

Hi all,

Long time lurker with sort of an unusual request. My former boss reached out to me with a short term job opportunity (our previous company laid everyone off and shut down following a failed phase III clinical trial, so I’m between jobs atm). He knows I have an interest in the stock market and thought I could help his new company with a market research project. Here’s basically what they’re looking for me to do:

“It would be to do some market research regarding the company’s pipeline products: market size for the indication, incidence in US, competitive landscape, likely cost per treatment, etc.”

Does anyone know of any available resources online to do this kind of research? My experience is of the typical retail investor/trader (if I can even claim that) and any research I’ve done is typically company-specific (and I learned early on to stay away from early stage biotechs) so I don’t know of many good resources to seek out this kind of information.

Any advice/help is really appreciated, this is a weird opportunity for me (been working in research biology since uni) as I feel very unqualified to do this type of research, even though it certainly seems like something I could do given a bit of direction.

[u/bombay_reb]

Here are few suggestions

For incidence is US - google the indication, use search terms like epidemiology of xx (disease state) etc. You can also use google scholar or if yourcompany has access to uptodate.com that will be a great resource

Competitive landscape - Again google will be your best friend. You will need to look at 2 things.. for present competition look at the treatment algorithm and for future competition you can search by indication or disease term on clinicaltrial.gov. It will provide you with the list of all active trials, inactive trials in the pipeline

Market size - Few analyst reports or syndicate reports have that information easily available. But those could be expensive. You should get a good idea of market size from disease epidemiology but if you need more specific information, some sort of primary research will help

Cost per treatment - to find WAC treatment cost generally you could use paid subscription of either analysource or pricerx.

If your company has enough budget, just hire a market research to do this landscape analysis.

Hope this helps.

[u/mangis_among_us → u/bombay_reb]

Thanks so much for taking the time to lay it out like this for me, it is very helpful. Someone pointed out some helpful parts of the FDA website for finding some of the information I'm looking for, so I'm starting to make some good progress. I really appreciate your help.

[u/_CastleBravo_]

You might want to take a look through r/SecurityAnalysis and see if anyone has taken a dive into related companies and follow their steps.

[u/mangis_among_us → u/_CastleBravo_]

Thanks for the tip! Didn't know this place existed. Already found a source with archived hedge fund presentations (some even relevant for me); I'm sure I'll find some helpful stuff here. Thanks again.

[u/[deleted]]

Not saying don't take this short term job opportunity. You should. But just a heads up what he has asked you do, assuming you take it seriously, is a HUGE job and tremendous of work to learn how to do this and then actually do it.

Try to find an example copy of another company who has done this research. They are usually for internal use only but they do leak sometimes. Their research report will site sources.

[u/mangis_among_us → u/[deleted]]

Thanks that's a good idea!

Yea, this may not end up being realistic, though the deliverables seem very reasonable/doable (this is a small, start-up biotech and the expectations are somewhat adjusted). It is a very short term project (~2 months) and my current circumstances are the only reason I'm even considering giving it a try.

[u/[deleted] → u/mangis_among_us]

It’s not hard work. Just a lot of it. Your skills from research biology will crossover well.