Executive view of strategy execution, engagement, insights, evidence, communications, launch readiness, budget and governance across the portfolio.
12 objectives · 7 on track, 3 at risk, 1 off track, 1 not started
Initiative status mix per product; mean initiative progress alongside.
Active
7 initiatives · 61% mean progress
Active
3 initiatives · 43% mean progress
Periodic review
3 initiatives · 62% mean progress
Cross-functional review
1 initiatives · 10% mean progress
Status order: Completed · In progress · Planned · Not started · At risk · Blocked. Colours follow the status label shown in each legend.
Top 8 topics by insight count (duplicates excluded). Trend compares the last 60 days with the prior 60 days.
| Theme | Insights | Mean priority | Critical / High | Open high-priority | Trend (60d) |
|---|---|---|---|---|---|
| PD-L1 testing turnaround | 6 | 67 | 67% | 4 | Rising 2 vs 1 |
| Switching between CGRP agents | 6 | 65 | 33% | 2 | Rising 2 vs 1 |
| Brain-metastasis subgroup data | 5 | 63 | 40% | 1 | Rising 3 vs 0 |
| Drug interactions | 5 | 63 | 60% | 1 | Flat 1 vs 1 |
| Treatment burden and fatigue | 5 | 62 | 60% | 1 | Flat 1 vs 1 |
| Elderly / ECOG 2 patients | 5 | 60 | 40% | 0 | Flat 0 vs 0 |
| Chemotherapy-free first line | 5 | 57 | 20% | 0 | Flat 1 vs 1 |
| Chronic migraine data | 5 | 57 | 40% | 1 | Falling 1 vs 3 |
4 initiatives at risk or blocked · 2 overdue tasks and actions
| Type | Item | Owner | Due | Status | Linked record |
|---|---|---|---|---|---|
| Task | T-1006Confirm FY2027 budget for GLOMERULAR-REG | MLDr. Marcus Lindqvist | 05 Sept 2026 (10 days ago) | Blocked | Initiative · INI-0202 |
| Task | T-1002Decide on SEQUENCE-RW data-licensing terms | HODr. Helen Okafor | 12 Sept 2026 (3 days ago) | At risk | Decision · DEC-0007 |
| Initiative | INI-0303Lumeva MI dosing/interaction standard-response refresh | FAFatima Al-Sayed | 31 Oct 2026 (in 46 days) | At risk | Objective · SO-LMV-03 |
| Initiative | INI-0107Japan Tier 1 KOL engagement and JSMO presence | KWDr. Kenji Watanabe | 20 Dec 2026 (in 96 days) | At risk | Objective · SO-VTX-JP-01 |
| Initiative | INI-0102Post-progression sequencing RWE cohort (SEQUENCE-RW) | NPDr. Nikolai Petrov | 30 Jun 2027 (in 288 days) | At risk | Objective · SO-VTX-02 |
| Initiative | INI-0202IgAN eGFR-slope registry (GLOMERULAR-REG) | NPDr. Nikolai Petrov | 31 Dec 2028 (in 838 days) | Blocked | Objective · SO-NPH-02 |
Submitted and reviewed engagements, FY2026 to date.
By stakeholder tier
Mean quality rating (1–5)
Mean 3.3 across 237 rated engagements: 1★ 0 · 2★ 17 · 3★ 120 · 4★ 92 · 5★ 8
Unique stakeholders
122
238 engagements
Tier 1 covered (6 mo)
39 / 56
70%
In person / virtual / phone
111 / 68 / 59
29% virtual
With ≥ 1 insight
79
33%
SLA compliance (MET-041) · target 92% · monthly, global scope
Jan 93.1% · Feb 92.4% · Mar 91.8% · Apr 92% · May 91.2% · Jun 90.6% · Jul 89.9% · Aug 89.4% · Sep 90.2%
Inquiries YTD
840
Open
13
Overdue
3
Breached (closed)
177
Escalated / safety
7 / 7
12 active publications · 7 of 9 planned submissions to date are submitted or beyond
Delayed milestones (4)
| Publication | Milestone | Due | Status | Owner |
|---|---|---|---|---|
| PUB-0011Health-economic model of vantrelimab in PD-L1-high NSCLC from a German payer perspective | Statistical review | 01 Aug 2026 (45 days ago) | At risk | Dr. Nikolai Petrov |
| PUB-0011Health-economic model of vantrelimab in PD-L1-high NSCLC from a German payer perspective | Submission | 15 Aug 2026 (31 days ago) | At risk | Dr. Nikolai Petrov |
| PUB-0005Plain-language summary: VOYAGE-1 results for patients and carers | Compliance review | 25 Aug 2026 (21 days ago) | At risk | David Chen |
| PUB-0005Plain-language summary: VOYAGE-1 results for patients and carers | Submission | 01 Sept 2026 (14 days ago) | Planned | David Chen |
10 projects · 4 active · 1 active at high risk
Idea 1 · Scientific review 1 · Feasibility review 1 · Budget review 1 · Contracting 1 · Active 1 · Data collection 1 · Analysis 1 · Publication 1 · Rejected 1
By evidence gap
| Evidence gap | Projects | Active | Budget |
|---|---|---|---|
| Sequencing after progression on vantrelimab | 1 | 1 | $1.4M |
| Outcomes in brain-metastasis subgroup | 1 | 0 | $3.2M |
| Health-economic value in EU markets | 1 | 1 | $240k |
| Outcomes in elderly and ECOG 2 patients | 1 | 1 | $380k |
| Long-term eGFR slope data | 1 | 0 | $2.1M |
| Real-world persistence and switching patterns | 1 | 0 | $310k |
| Long-term hepatic safety | 1 | 1 | $1.8M |
| Outcomes in patients with medication-overuse headache | 1 | 0 | $220k |
| Predictive biomarkers of response | 1 | 0 | $150k |
| Long-term safety versus existing JAK inhibitors | 1 | 0 | $180k |
Weighted completion across scorecard dimensions. Grey dimensions carry no score; stale dimensions were last reviewed more than 30 days ago.
| Scorecard | Score | Dimensions (G / A / R / no data) | Warnings |
|---|---|---|---|
| Vantrexa — EU5 & Japan launch readiness (6-month scorecard)Six-month scorecard · target 01 Dec 2026 · Dr. Priya Raman | 83% | 10 Green5 Amber0 Red0 No data | 4% of weight is stale2 milestones at risk or blocked |
| Vantrexa — Japan country scorecardCountry scorecard · target 01 Feb 2027 · Dr. Kenji Watanabe | 53% | 2 Green4 Amber1 Red1 No data | 15% of weight has no data10% of weight is stale1 milestone at risk or blocked |
| Nephrada — pre-launch strategic scorecardExecutive summary · target 15 Mar 2027 · Dr. Marcus Lindqvist | 56% | 3 Green3 Amber2 Red0 No data | 10% of weight is stale |
FY2026 · planned $17.3M · committed $13.7M · actual $9.8M (57% consumed) · 3 lines at overrun risk
| Product | Planned | Committed | Actual | Consumed | Lines at risk |
|---|---|---|---|---|---|
| Vantrexa | $8.4M | $7.3M | $5.1M | 61% | BL-006 (Agency), BL-008 (Travel) |
| Nephrada | $4.2M | $2.1M | $1.3M | 32% | None |
| Lumeva | $3.6M | $3.5M | $2.8M | 79% | BL-023 (Research) |
| Aurelin | $1.1M | $750k | $524k | 49% | None |
10 teams · 8 over-allocated
Over-allocated teams
5 decisions proposed or under review
NICE scientific advice (INS-0044) indicates eGFR slope data is required for positive recommendation.
Recommendation: Reallocate within NPH budget · Impact: Registry unblocked; reduced ASN 2027 presence · Approvers: Dr. Helen Okafor
Contract blocked since August; evidence gap is the top insight theme.
Recommendation: Accept with carve-outs · Impact: Unblocks EVP-0001; first data cut Feb 2027 · Approvers: Dr. Helen Okafor, Oliver Brandt
Tier 1 coverage 52% vs 60% target; PMDA approval expected Q4.
Recommendation: Expedite with recruiter · Impact: +$45k recruiter fee; coverage target achievable by January · Approvers: Dr. Helen Okafor
INS-0047 and 6 related insights from US centres.
Recommendation: Phase IV · Impact: $3.2M over 2 years · Approvers: Dr. Helen Okafor
Plan in cross-functional review since 2026-09-08.
Recommendation: Approve · Impact: Plan becomes active · Approvers: Dr. Helen Okafor
Tenant-wide; not narrowed by product or region.
Open DQ issues
14
3 high · 7 medium · 4 low
Integrations degraded / failed
2
Veeva CRM (Degraded), Veeva Vault CTMS (Failed)
AI outputs pending review
3
INS-0061, INS-0060, RPT-Q3-EXEC
Metrics with DQ warnings
0
None
helixor-private-llm-2026.08 · generated 2026-09-15 06:00 UTC · scope: All products · All regions · unapproved narratives are never distributed
Human review required
Strategic objectives
7 of 12 objectives are on track; 4 are at risk or off track (SO-VTX-02, SO-VTX-JP-01, SO-NPH-02, SO-LMV-03). Mean progress is 54% against a 70% year-end target.
Initiatives at risk
4 initiatives are at risk or blocked: Post-progression sequencing RWE cohort (SEQUENCE-RW) (at risk); Japan Tier 1 KOL engagement and JSMO presence (at risk); IgAN eGFR-slope registry (GLOMERULAR-REG) (blocked); Lumeva MI dosing/interaction standard-response refresh (at risk).
Escalated risks
3 risks are escalated to leadership. SEQUENCE-RW data-licensing negotiation fails, leaving the sequencing evidence gap open at EU launch. GLOMERULAR-REG not funded in FY2027, leaving no eGFR slope data for HTA submissions. Japan Tier 1 KOL coverage below 60% at PMDA approval due to single-MSL capacity.
Insights needing action
4 Critical or High insights have not yet been routed to an owning function. The most frequent open theme is "Infusion-reaction management".
Publication milestones
4 publication milestones are past due: Statistical review (PUB-0011); Submission (PUB-0011); Compliance review (PUB-0005); Submission (PUB-0005).
Decisions needed
5 decisions require leadership attention: Re-prioritise FY2027 budget to fund GLOMERULAR-REG; Accept data-partner secondary-use clause for SEQUENCE-RW; Expedite second Japan MSL hire; Route brain-metastasis evidence gap to Clinical Development as Phase IV concept; Approve Aurelin FY2026 medical plan v2.