Competitive pipeline tracking that shows who reads out before you — every date and claim with its source
Every rival trial, readout and approval in a sourced brief each Monday
See one case, screen by screen ↓Pharma competitive intelligence is still assembled by hand. An analyst checks trial registries for record changes, reads sponsor press releases, pipeline pages and earnings-call transcripts, pulls numbers out of congress abstracts, looks up agency approvals in the US, EU and Japan, and pastes it all into a slide deck. Readout dates live in a spreadsheet and go stale. By the time the deck is built the landscape has moved, and the claims in it have lost their source, so nobody can check them.
Meanwhile there are more rivals to watch and no more people to watch them. Trinity Life Sciences, citing the TGaS Competitive Intelligence Landscape Survey, reports that the drug development pipeline has more than doubled in five years, while about two-thirds of CI leaders expect flat budgets and headcount. Missing a move costs real decisions — a comparator that changes under a Phase 3 design, sites a rival is about to open, a same-mechanism rival that will report Phase 3 data before your own Phase 3 starts.
Estimated split of one landscape refresh across five watch lists — about four working days by hand — and with the solution, analyst review included.
Six agents watch, place every move on the race board and write the brief; an analyst approves it.
Monday 5 October 2026, week 40. Lena Ortiz, the competitive intelligence lead, owns five watch lists and approves the KRAS, TL1A and psoriasis briefs every Monday morning. Here is her Monday, screen by screen, in the working solution.
At 06:00 the weekly run starts on 5 watch lists and 49 assets. The Registry watcher checks 612 trial records and finds 18 changed; the News watcher reads 38 press releases and pipeline pages, 9 relevant; the Abstract reader matches the late-breaker LBA-71; the Approval watcher finds one new US approval. The Change detector merges 35 findings into 28 changes, 6 of them significant.
“Monday's run landed · 06:14 — 3 moves on the Psoriasis board, each one with its source.”
Her home is a race board, one lane per indication, every rival on its phase and our oral IL-23 receptor peptide IM-7740 in dark blue in Phase 2. In moderate-to-severe plaque psoriasis the lane header reads 5 ahead of IM-7740, 6 of 7 read out before us. Beside the board, this week's three moves are listed with their sources; ORX-23 and SLN-1723 trail an arrow from the phase they left.
“I want to spend Monday deciding what it means, not finding out what happened.”
On the registry, NCT07166402 ORBIT-PSO-1 went from Not yet recruiting to Recruiting, with study start (actual) 3 October 2026, and Arlen Bio's pipeline page now lists ORX-23 in Phase 3. The marker slides from Phase 2 to Phase 3 and the lane re-sorts. Its countdown reads 18 months to primary completion in March 2028, and the panel shows both sources with the changed text marked.
“Same mechanism as IM-7740 — its Phase 3 data are due before our Phase 3 is planned to start (Q2 2028).”
On Quillon Therapeutics' third-quarter results call on 1 October, management said QUILL-PSO-1 topline is now expected in December, ahead of prior guidance of January 2027. QLN-2319's countdown changes colour and the move is listed. The readouts page holds 59 readouts across every board, each with its source, and 3 rival readouts fall in the next 90 days.
From the call: “Enrolment finished early, so we now expect topline data from QUILL-PSO-1 in December.”
On the KRAS board, VNT-224 moves from Filed to Approved, approved in the US on 2 October. SLN-0582 moves to Phase 3 with SOLSTICE-PANC registered on 1 October, 540 patients. KST-907 met its Phase 3 endpoint on 30 September, and OST-55 is new in the lane. In previously treated metastatic pancreatic cancer: 2 ahead of NX-4127, 4 of 6 read out before us.
The KRAS landscape places 14 watched assets by mechanism — G12C, G12D, pan-RAS, other alleles, pathway partners — against phase, with our NX-4127 in Phase 2 among the G12D inhibitors. This week: 11 changes, 3 significant. Each asset carries its lead indication, last change and threat to our programme.
The change feed shows the VNT-224 approval at 99% confident, compared with last Monday's capture: status from Under review (priority) to Approved — United States; indication 2L+ metastatic PDAC, KRAS G12-mutant; OS 12.4 vs 6.8 months. The Change detector explains why it matters, and the approval letter and the sponsor's release sit beside it with the passage highlighted. Lena confirms it.
“It sits in the same second-line population as our NX-4127 Phase 2, and becomes the treatment our next trial is likely to be compared with.”
The week 40 KRAS brief has a three-line bottom line, what changed, what it means for NX-4127 with an owner for each action, also this week, and watch next — 14 claims, each linked to its passage. Priya Raman is to review the second-line Phase 3 design before the 2 Nov governance meeting; Jonas Weber is to check the 38 shared sites before site selection closes on 30 Oct.
Checks beside the brief: “14 of 14 claims sourced · Numbers match the sources · One page.”
Before sending, the solution tells her 2 changes still need her confirmation — SLN-0582 and PLH-12 — and that approving the brief confirms them as written. She sees the 14 readers, from the programme lead to clinical operations, regulatory and market access, and sends it as an email with the brief as a PDF and on the programme team's page.
“Your approval is recorded with your name and the time, and the sent version is kept.”
The brief is sent to 14 people on the KRAS G12D programme team. The activity trail shows each step: the Change detector found 11 changes, the Brief writer drafted 14 claims, Lena confirmed 9 of 11 changes, then the SLN-0582 and PLH-12 changes with the brief, and approved and sent it. Earlier that morning Sam Patel approved and sent the Claudin 18.2 and Lp(a) briefs.
The same Monday, seen by the people who watch the race and the people who run in it — what their week looked like, and what it looks like now.
Six agents watch, place every move on the race board and write the brief; an analyst approves it.
Checks trial registries every week for each watched asset and compares the current record with the last captured version — status, phase, study start, enrolment, dates, arms and sites — with the exact text before and after.
Reads sponsor press releases, pipeline pages and earnings-call transcripts and captures any statement about a watched asset — phase, indication, filing, approval, data, partnership — keeping the exact sentence as evidence.
Reads congress abstracts and pulls design, population, endpoints such as PFS, OS, ORR and duration of response with confidence intervals, and grade 3 or higher adverse events into a comparable table.
Checks agency approval databases in the US, EU and Japan for approvals, filing acceptances and label changes on watched assets.
Merges what the watchers found into one change per real-world event, even when seen in three sources, scores its significance with the watch list's rules, explains in two sentences why it matters to our programme, places the move on the race board and updates the readout countdown.
Writes the one-page weekly brief for each programme team — bottom line, what changed, what it means with a suggested owner, also this week, watch next — and links every claim to the passage it came from.
Approves before anything is sent. The agents propose; a named person decides.
Ask about any rival asset, change or brief — or say what to watch. Every answer points to its source.
Who reads out before IM-7740?
In plaque psoriasis, 6 of 7 rivals have a readout or decision before IM-7740's Phase 2b topline in September 2027: among them QLN-2319's QUILL-PSO-1 topline in December 2026 (was January) and TYK-410's US decision on 12 June 2027. ORX-23 is the same mechanism as ours and dosed its first Phase 3 patient on 3 October — its Phase 3 completes in March 2028, before our Phase 3 is planned to start in Q2 2028.
What changed for KRAS this week?
This morning's run found 11 changes across the 14 KRAS assets, and 3 matter for NX-4127: VNT-224 approved, the first RAS medicine in second-line pancreatic cancer; SLN-0582 in Phase 3, the first G12D-selective medicine there, in first-line PDAC; and KST-907's Phase 3 met PFS in first-line lung cancer, HR 0.64. The other 8 are registry and pipeline updates, all in this week's brief.
How does the VNT-224 approval affect NX-4127?
Three things change. Comparator: a second-line Phase 3 would likely be compared with VNT-224, not chemotherapy. Benchmark: median OS to beat in second line is now 12.4 months (HR 0.46 vs chemotherapy). Timing: first line is still open — VNT-224 is approved only after prior therapy, and SLN-0582's first-line trial reads out around mid-2029.
Alert me the same day when a rival KRAS trial is stopped
Done. A new rule in What counts as significant — a watched trial is suspended, terminated or withdrawn — with a same-day alert to you and Sam Patel, outside the weekly brief. It would have fired once in the last 12 weeks, when MRL-209 was suspended on 23 September. The change is saved as a new version of the watch settings and is on the audit trail.
13 screens from the working solution, on its sample data. Pick one to see it large.
What gets watched, when, what counts as significant and who approves are all settings — each change saved as a new version and recorded on the audit trail.
| Setting | Default | Choose from |
|---|---|---|
| Watch run | Every Monday, 06:00 CET | Every Monday · Every Monday and Thursday · Every day, 06:00 CET |
| Brief delivery | As soon as it is approved | As soon as it is approved · Monday 12:00, if approved — never before an analyst approves |
| Same-day alerts | On | Approvals and pivotal readouts reach the team mid-week, outside the brief · on or off |
| Approver per watch list | Lena Ortiz for Psoriasis, KRAS and TL1A; Sam Patel for Claudin 18.2 and Lp(a) | Lena Ortiz · Sam Patel |
| What counts as significant | Approvals, filings and label changes; pivotal readouts; phase advances; new trials in our indication; sites in our shortlist countries | Each rule on or off, also: trial stopped, suspended or terminated · primary completion moves more than 3 months |
| Sources | All four, public sources only | Trial registries (US, EU, Japan, China) · press releases and pipeline pages (126 companies) · congress abstracts (9 congresses) · agency approvals (US, EU, Japan) |
| People | CI lead and analyst approve; programme leads and medical affairs read | Approver · Reader · Admin |
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“demo” = seen in the working solution, on its sample data — the 4-day and 9-day by-hand figures are the 2025 analyst workload shown on its dashboard · “target” = the design goal, measured in the live solution · “estimated” = our estimate · Published sources: TGaS Competitive Intelligence Landscape Survey (Oct 2025), via Trinity Life Sciences; 42 CFR Part 11 summaries (NLM, 2017); SCIP Code of Ethics. People, companies, assets, trials and registry numbers named on this page are fictional — characters and sample data in the working solution.
Following every rival asset that matters to your development programmes — their trials, phases, readouts, filings and approvals — and telling each programme team what changed and what it means. Competitive Pipeline Tracking does this with six agents that read public sources every week, a race board per indication and a sourced one-page brief that an analyst approves before it is sent.
It reads the public sources directly — registries, releases, pipeline pages, earnings calls, congresses and agencies — every week, for your watch lists and your programmes. It places each move against your own asset, counts down each rival's readout against your planned date, and writes your programme's "so what" with every claim linked to its source.
Each marker on the race board carries its next expected readout or decision — from the registry's primary completion date, a filing action date, a congress programme or earnings-call guidance — with a countdown, a before-us tag compared with your own planned readout, and the source one click away. When guidance moves, as QLN-2319's did from January to December, the countdown changes and the move is listed.
Registry records move within weeks of a real event. Under 42 CFR Part 11 an applicable clinical trial is registered on ClinicalTrials.gov within 21 days of the first participant's enrolment, and recruitment status and completion dates are generally updated within 30 days of a change. The Registry watcher compares every watched record with its last captured version and records each changed field, before and after.
No. The agents read public sources only — no outreach and no pretexting, in line with the SCIP Code of Ethics. Your own readout dates come from your approved development plan and are visible only to the programme team.
Yes. The Change detector proposes what is significant and an analyst confirms it; anything below 85% confidence goes to review. A brief is sent only after a named analyst approves it, with the name and time recorded and the sent version kept. Programme leads read and ask; they do not edit.
Yes. Watch lists and their approvers, the run schedule (weekly, twice a week or daily), brief delivery, same-day alerts, the significance rules and the sources are all settings, each change saved as a new version on the audit trail.
The Agentic Solution Engine builds and deploys it from your requirements and documents — your watch lists, development plans and a sample of past landscape decks or briefs — and it goes live once every quality gate has passed. We will walk you through it on one of your own watch lists first.
Sourced answers from papers, patents and reports in seconds, our own disagreements first.
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1-min demoWe'll run Competitive Pipeline Tracking on one of your own watch lists.