Portfolio Intelligence

Scoring Methodology

How TripSit calculates drug scores, quadrant placement, and franchise health across your enterprise portfolio.

Every number has a formula. Every formula has a rationale.

Overview

Three Core Metrics, One Strategic Map

Each drug in your portfolio is scored on three independent axes that together determine its strategic position.

TripSit's portfolio scoring system evaluates every drug across three dimensions: Health Score (overall franchise strength), Evidence Strength (analytical depth and coverage), and Competitive Vulnerability (market pressure from competitors). These three metrics feed into a Composite Strength score that, combined with vulnerability, determines each drug's placement in the strategic quadrant map.

All scores are computed algorithmically from real data — FDA-approved indications, completed analyses, competitor counts, revenue tier classifications, and evidence source coverage. No scores are manually assigned or subjectively estimated.

Core Metrics

The Three Scoring Dimensions

Each metric captures a distinct aspect of a drug's strategic position.

Health Score

10 – 98

The Health Score represents a drug's overall franchise strength. It combines market position (revenue tier), label breadth (number of approved indications), and analytical depth (completed analyses and insights).

Health Score = Tier Base + Indication Bonus + Evidence Depth

Clamped to range [10, 98]. Each component is computed independently.

Revenue Tier Base (0–78 points)

The strongest differentiator — market revenue is the ultimate validation of a drug's franchise strength.

Revenue TierAnnual RevenueBase Score
Blockbuster$1B+78
Major$500M – $1B58
Growth$100M – $500M42
PipelinePre-revenue28
Indication Breadth Bonus (0–15 points)

More approved indications mean a stronger, more defensible franchise. A drug like Dupixent with 8 indications earns the full bonus; single-indication drugs earn minimal credit.

IndicationsBonus Points
12
25
3 – 49
5 – 612
7+15
Evidence Depth (0–10 points)

Rewards drugs with rich analysis data. Computed from insight count (up to 5 pts), completed analysis runs (up to 3 pts), and patient journey presence (2 pts if available).

Evidence Depth = min(10, (min(insights, 24)/24 × 5) + (min(runs, 4)/4 × 3) + (journey ? 2 : 0))

Insights are capped at 24, runs at 4. Patient journey data provides a binary 2-point bonus.

Evidence Strength

0 – 100

Evidence Strength measures the depth and breadth of analytical coverage for a drug. It reflects how thoroughly a drug has been analyzed across TripSit's evidence synthesis capabilities.

Evidence Strength = (Tier Base × 50%) + (Insight Coverage × 25) + (Run Coverage × 15) + (Indication Bonus × 0.67)

Capped at 100. Tier base provides a floor; analytical work raises the score.

Tier Base × 50%: Revenue tier provides a baseline (e.g., blockbuster = 78 × 0.5 = 39 pts). Established drugs have more published evidence to draw from.

Insight Coverage (up to 25 pts): Ratio of generated insights (capped at 24) to the maximum. A drug with 24+ insights earns the full 25 points.

Run Coverage (up to 15 pts): Ratio of completed analysis runs (capped at 4) to the maximum. Each completed run adds up to 3.75 points.

Indication Bonus × 0.67 (up to ~10 pts): Broader label coverage means more evidence surface area. The indication bonus from Health Score is scaled by 0.67.

Competitive Vulnerability

5 – 95

Competitive Vulnerability measures how much market pressure a drug faces from competitors in the same therapeutic class. Higher scores indicate greater competitive exposure. This is the X-axis on the strategic quadrant map.

Vulnerability = Competitor Pressure + Tier Resilience − Indication Defense

Clamped to range [5, 95]. Three independent factors combine.

Competitor Pressure (8–85 points)

Driven by the number of same-class competitors discovered via FDA database matching. More competitors = more pressure.

CompetitorsPressure Score
08
118
230
342
455
565
6+65 + (n−5) × 4, max 85
Tier Resilience (modifier)

Market dominance provides natural protection. Blockbusters are harder to dislodge; pipeline drugs are more exposed.

Revenue TierResilience Modifier
Blockbuster−15
Major−8
Growth0
Pipeline+5
Indication Defense (0–12 points reduction)

Broader label coverage reduces vulnerability — it's harder to compete across many indications. Each approved indication reduces vulnerability by 2 points, up to a maximum of 12 points.

Indication Defense = min(12, indications × 2)

A drug with 6+ indications gets the full 12-point vulnerability reduction.

Composite Score

Composite Strength: The Y-Axis

The single number that determines a drug's vertical position on the strategic map.

Composite Strength Formula

Composite Strength = (Health Score × 40%) + (Evidence Strength × 30%) + (Revenue Weight × 30%)

A weighted blend of three dimensions. Health Score carries the most weight as it represents the broadest measure of franchise strength.

Health Score (40% weight): Reflects market position, indication breadth, and evidence depth. The most comprehensive single metric.

Evidence Strength (30% weight): Measures analytical coverage and depth. Rewards drugs that have been thoroughly analyzed.

Revenue Weight (30% weight): Normalizes commercial scale to a 0–100 range. Revenue tier weights are:

Revenue TierRaw WeightNormalized (0–100)
Blockbuster25100
Major1560
Growth832
Pipeline312
Strategic Map

Quadrant Placement Logic

How drugs are assigned to Stars, Resilient, Growth Potential, or Watch List.

The strategic quadrant map uses portfolio-relative thresholds rather than fixed cutoffs. This means a drug's quadrant placement depends on how it compares to the other drugs in the same portfolio — not against an absolute scale. The threshold is set at the portfolio median for both axes.

Stars

Composite Strength ≥ median AND Vulnerability ≤ median

High franchise strength with low competitive pressure. These are your most defensible assets. Action: Protect IP, maximize label expansion, invest in real-world evidence.

Resilient

Composite Strength ≥ median AND Vulnerability > median

Strong drugs under competitive pressure. Battle-tested but facing ongoing exposure. Action: Differentiate on outcomes, monitor biosimilar/generic erosion.

Growth Potential

Composite Strength < median AND Vulnerability ≤ median

Lower strength but low competitive threat — room to grow. Action: Strengthen clinical evidence, pursue new indications, build patient voice.

Watch List

Composite Strength < median AND Vulnerability > median

Lower strength with high competitive exposure — requires immediate attention. Action: Evaluate portfolio fit, consider divestiture or lifecycle management.

Franchise Metrics

Franchise Health Score

How therapeutic area health is computed from individual drug scores.

Revenue-Weighted Average

Each therapeutic area's franchise health is a revenue-weighted average of its constituent drug health scores. This ensures that blockbuster drugs have proportionally more influence on the franchise score than pipeline candidates.

Franchise Health = Σ(Drug Health Score × Tier Weight) / Σ(Tier Weight)

Weighted average where each drug contributes proportionally to its revenue tier weight.

Revenue TierWeight in AverageRationale
Blockbuster3.0×$1B+ drugs anchor the franchise
Major2.0×Significant revenue contributors
Growth1.0×Baseline weight
Pipeline0.5×Pre-revenue, speculative contribution

Example: A franchise with Keytruda (Health 92, Blockbuster, weight 3.0) and a pipeline drug (Health 35, Pipeline, weight 0.5) would have a franchise health of (92 × 3.0 + 35 × 0.5) / (3.0 + 0.5) = 293.5 / 3.5 ≈ 84. The blockbuster's score dominates, as intended.

Data Inputs

What Feeds the Scores

Every scoring input is derived from verifiable data sources.

Revenue Tier Classification

Derived from publicly reported annual revenue data. Drugs are classified as Blockbuster ($1B+), Major ($500M–$1B), Growth ($100M–$500M), or Pipeline (pre-revenue) based on their most recent fiscal year performance.

Indication Count

Sourced from FDA DailyMed structured product labels. Each distinct approved indication is counted. Supplemental approvals and label expansions are included as they appear in the official labeling.

Competitor Count

Auto-discovered from the FDA drug database by matching pharmacological class and therapeutic equivalence. Same active ingredient variants (different formulations) are excluded to avoid self-competition inflation.

Analysis Metrics

Insight count, completed run count, patient journey presence, and evidence source count are all tracked per drug from TripSit's analytical pipeline. These reflect the depth of evidence synthesis performed.

FAQ

Frequently Asked Questions

Common questions from portfolio clients about scoring methodology.

Revenue tier is intentionally the strongest factor in Health Score because market revenue is the most objective validation of a drug's franchise strength. A $5B blockbuster has proven market acceptance, broad prescriber adoption, and typically extensive clinical evidence. However, a blockbuster with only one indication and no completed analyses will still score lower than a well-analyzed major drug with broad label coverage. Revenue opens the door; evidence depth and indication breadth determine how high you climb.

Questions about scoring methodology? Contact your TripSit account team or reach out via the Portfolio Ask feature.