Biotech target decision framework

Use this framework to move from broad evidence to an explicit go/no-go and prioritisation decision.

Step 1: Evidence quality

• Strength of target-disease association.
• Breadth and agreement of datasource support.
• Biological coherence with known mechanism and pathway context.

Step 2: Tractability and development path

• Direct or indirect tractability by modality.
• Feasible biomarker strategy.
• Likely trial and execution complexity.

Step 3: Commercial and competitive reality

• Crowd level in indication and mechanism.
• Differentiation path (combination, sequencing, patient selection, formulation).
• Credible near-term wedge versus long-term optionality.

Step 4: Decision output

• Go now (clear strategy and execution path).
• Go with conditions (specific evidence or execution gaps to close).
• Hold/deprioritise (insufficient edge or low confidence).

Related pages: What we do, Example, Diligence memo framework.