Commercial Due Diligence provides clarity on whether and how a life science project or company is commercially viable. It goes beyond market size and revenue potential to address whether clinical, regulatory and commercial assumptions are realistically aligned and whether value can be created under real market conditions.
Why this area is critial
Company perspective
For companies, Commercial Due Diligence means:
- A critical reality check of their underlying assumptions
- Transparency regarding strengths, weaknesses and blind spots
- Preparation for investor discussions, partnerships or transactions
When applied correctly, it strengthens the company's negotiating position and enhances credibility with external stakeholders.
Investor perspective
For investors, Commercial Due Diligence is a core instrument for:
- Identifying commercial risks and values
- Reviewing market, pricing and market access assumptions
- Assessing competitive positioning, differentiation and timing
- Estimating how realistic value realization actually is
Its purpose is not risk minimization at any cost. but informed, evidence-based decision-making.
Typical risks and decision pitfalls
In practice, we frequently observe:
- Market analyses detached from clinical reality
- Optimistic revenue assumptions without robust pricing or reimbursement logic
- Insufficient differentiation versus existing therapies
- Inadequate consideration of competition and pipeline dynamics
- Assumptions that appear plausible in isolation but are inconsistent when viewed holistically
These weaknesses lead to decisions being made on fragile foundations.
What Excellere delivers in concrete terms
Excellere conducts Commercial Due Diligence with the objective of making commercial reality transparent and decision-relevant. Our services include, among others:
- Structured analysis of market potential, competitive landscape and therapy areas
- Assessment of differentiation features and clinical benefit from a market perspective
- Critical review of pricing and market access assumptions
- Analysis of patient pathways, guidelines and stakeholder dynamics
Our goal ist not to downplay or exaggerate risks, but to position them realistically.
Integrated view of market, clinical development and access
Our Commercial Due Diligence is deliberately designed as an integrated exercise. We assess commercial questions in the interplay of:
- Clinical evidence
- Regulatory framework
- Market access mechanisms
- Competitive and market dynamics
Thsi integrated approach allows us to avoid isolated market assessments that do not stand up to scrutiny at later stages.
Value for companies and investors
For companies
- A well-founded reality check ahead of financing or transaction processes
- A clear and robust basis for discussions with investors or partners
- Identification of weaknesses that can be addressed in a targeted manner
For investors
- Transparent assessment of commercial risks
- Robust foundations for decision making
- Improved comparability of investment options
- Greater confidence in investment and portfolio decisions
How we work
At Excellere, Commercial Due Diligence is led by senior management and, depending on indication and scope, complemented by our advisor and partner network. We work:
- Independently and neutrally
- Decision-oriented rather than presentation-driven
- Closely integrated with investors and management teams
- Without delegation to junior teams
Our ambition is to enable decisions, not to delay them.
When commercial reality needs to be transparent
Whether in the context of financing rounds, acquisitions or strategic decisions, robust Commercial Due Diligence is the foundation of sound decision-making. Let us jointly assess how Excellere can support you in realistically and systematically evaluating commercial risks and value potential.
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