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Immunology BD China-Licensed Asset Pipeline Intelligence

COLD✧ v816 Mar 2026

AI Thinking Process

Survived Pass 1 at conviction 44%.

KILLED (FEATURE): Named incumbents (Norstella/Evaluate) with product-expansion velocity and Chinese-language talent can ship a China-vertical BD filter in 6-12 months. The 24-36 month window estimated in Pass 1 was more honestly 12-18 months. G165 named-incumbent = window applies precisely here.

Kill Reason

Named incumbents (Norstella/Evaluate) with product-expansion velocity and Chinese-language talent can ship a China-vertical BD filter in 6-12 months. The 24-36 month window estimated in Pass 1 was more honestly 12-18 months. G165 named-incumbent = window applies precisely here.

Risk Analysis

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