Decision catalogueModality pressure-test
Treat food-effect control as a financing gate, not a footnote
Decision problem
When an oral incretin thesis sells convenience, what exposure constraint still kills the financing story?
Thesis
If an oral incretin thesis depends on convenience versus injectables, meal-window constraints are a decision variable — not a CMC detail to defer.
Early-stage reviews often grade oral metabolic programs on mechanism class and early exposure. That cut is incomplete. The commercial claim is usually adherence and convenience — and those claims fail if dosing instructions recreate injectable friction in another form.
A Decision Sprint pass forces an explicit band for fed/fasted exposure ratios and a plain-language meal instruction patients would actually follow. If that band cannot be stated from the package, the adherence upside remains a hypothesis rather than a decision-ready claim.
Comparators differ by molecule, formulation, and trial design. The point of the sprint is not to score the class — it is to bind the financing narrative to exposure evidence partners can inspect.
Claim map
Must-be-true cuts a Decision Sprint memo would force
- Convenience versus injectable depends on a patient-followable meal window
- Fed/fasted exposure stays inside a pre-agreed band at the stated dose
- Use of proceeds reaches a claim-resolving food-effect or formulation gate
Decision triggers
Outputs from the claim test that should change the conversation
- Food-effect outside the stated band without a funded mitigation path
- Meal instructions that recreate injectable-level friction
- Adherence upside claimed without exposure evidence tied to real-world dosing
Sources
Related in the catalogue
- Method · graph-backed claim testing
How claims are decomposed, tested against the evidence graph, and turned into decision outputs.
- Claim maps beat generic diligence checklists for seed decisions
How should a lean team pressure-test science under a 5–20 day deal deadline?
- Platform story, asset check: separate them before you commit
Is this raise underwriting a product path or an unresolved platform science project?
Facing this cut on a live $1–10M package?
Scope a Decision Sprint for one opportunity under your deal deadline—claim map, risk register, management questions, and partner briefing.