Strategic Consulting

Strategic Market Sizing for Orphan Drugs

From "Unknown Market" to FDA Application

Market Sizing Funnel

1 The Challenge

A pharmaceutical client was preparing an FDA application for a new treatment targeting a rare disease. A critical component of the submission was defining the Total Addressable Market (TAM). However, standard ICD codes failed to capture the specific patient phenotype, leaving the client with no reliable data.

2 The Solution

We executed a deep-dive analysis of a large-scale Medicare purchase dataset. Instead of relying on generic codes, we applied:

Complex Filtering Logic: Aligned operational claims data with strict academic clinical definitions.

Longitudinal Tracking: Followed patient histories to confirm diagnosis patterns and rule out false positives.

3 The Impact

Strategic Confidence

Provided a scientifically defensible patient count, unlocking investment for the drug's FDA application launch.

Actionable Commercial Output

Delivered validated revenue projections and a ranked list of healthcare providers most likely to adopt the treatment — ready for the commercial team on day one.

Need market sizing for your rare disease treatment?

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