Strategy Inc. is located in Austin, Texas, New York City and Research Triangle Park, Raleigh, North Carolina and offers global comprehensive medical device and life science consulting services for essential financial and market due diligence. Their services include competitive intelligence, value analysis, key opinion leader Identification, risk analysis, positioning analysis, financial valuation, marketing plans, business plans, exit strategy, commercialization plans, market analysis, clinical assessment by the target market, competitive analysis.

1. STRATEGY INC.
Ensuring companies translate life science
innovation into market success

2. ABOUT STRATEGY INC.
Clients include emerging life science entities, VCs
investing in life science, biotech law firms,
multinational life science companies seeking business
development guidance and more
• Vision & Foundation
• Our Services
• Global Reach
• Leadership
• Insight
• Locations
• Contact

3. VISION & FOUNDATION
20+ years of Experience in Lifesciences
Medical Devices, Biotech, Orthobiologics and Pharma
Founded in 2000
Areas of Expertise

4. OUR SERVICES
Financial
• Business plan development delivering a roadmap for execution
• 3-10 Yr. financial model projections by triangulated cash flows
• Valuation for acquisition, merger or licensing
• Investor presentations and funding strategy
• Identification of expanded indications for market growth
• Key Opinion Leader identification and champion management
• Exit strategy identification and implementation
• Platform prioritization to validate indications with the highest ROI
• Clinical adoption projections for valuation and forecasting
• Commercialization potential analysis
Strategic Deliverables

5. • Define a medical technology's potential for commercial success for each of its
identified target markets
• Identify current and emerging treatment modalities, addressable target markets
and a comprehensive evaluation of a range of proven market drivers
• Acquire insight from a full assessment of projected barriers to market adoption,
target customer preferences and anticipated market penetration
MARKET ANALYSIS &
FINANCIAL MODELS
Market Analysis
Financial Models
• 3–10-year financial model projections by triangulated cash flows
• Driven by penetration and adoption rate calculations specific to target market

6. • Determine the projected adoption based on global opinion leaders direct input to drive
forecasting adoption cycles
• Capture insight from one-on-one interviews with 15 to 35 carefully selected clinicians
each with aligned and significant domain experience and publications
• Understand therapeutic trends and practice patterns, instrumentation features,
purchase decisions and cost considerations that influence technology selection
• Discern candid opinions from your target market and address the chasm between
technology that physicians are "interested in" and what they consistently purchase
CLINICAL ADOPTION
PROJECTOR ANALYSIS
Strategy Inc. has performed >3,000 Clinical Adoption Projector Analyses,
each with 15 – 35 aligned clinicians to the specific area of interest

7. US
ASIA
EUROPE
ISRAEL
Strategy Inc. works with entities in: GLOBAL
REACH
46% of clients in the last 15 years OUS
• Strategy Inc. has domain expertise in neurostimulation,
oncology, minimally invasive surgery, robotic-assisted
technology, cardiovascular, orthobiologics, orthopedics
including spine, gastroenterology, dermatology, wound
closure, women's and men's health, energy-based
therapeutics and diagnostics and others.
If technology is at the leading edge of innovation, changing
the paradigm of care, Strategy Inc. is usually involved.

8. NANCY PATTERSON
PRESIDENT AND CEO
LAUREN RODRIGUEZ
VICE PRESIDENT
LEADERSHIP
• Founder and a Venture Analyst with >18 years of
experience in senior business development leadership
executive roles with emerging technology life science
companies
• Leading successful commercialization of emerging
technology
• Author and Editor for Elsevier Lifescience Series on
Commercialization and Innovation
• 15 years with a focus on market assessments
and investment analyses in the development
of economic models
• Develop tools to predict treatment adherence
and analyses of medical health expenditures
from large medical databases
• Health economics and outcome research
consulting for big pharma

9. Acquisitions for $205M, $387M and $508M
18+ years’ experience on emerging medical
device market landscape due diligence
89% of clients have emerging technology, the
majority with innovation changing the paradigm of
care, and a significant number preclinical
INSIGHT
89% of clients have emerging technology, the
majority with innovation changing the paradigm of
care, and a significant number preclinical
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New York City
Raleigh, North Carolina
Austin, Texas
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LOCATIONS

11. CONTACT US
+1-919-900-0718 or +1-512-755-4123
Austin, Texas, New York City and
Raleigh, North Carolina
info@strategyinc.net
www.strategyinc.net

12. STRATEGY INC. www.strategyinc.net
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