Confidential — Acquisition Discussion Materials

Advantage Foundry

$20M Strategic Acquisition Proposal

The Field Experimentation Operating System that turns every Gilead field employee into a researcher. Voice-first evidence capture, palindromic learning, and SPINOR-RL allocation — built for pharma field execution.

The Problem

Gilead invests >50% of SG&A in sales reps and brand marketing. But field knowledge is lost, experiments are never run, and best practices stay trapped in individual reps.

>50%

of SG&A spent on field reps

Gilead internal acknowledgment

50%

of HCPs are fully accessible today

Gilead commercial leadership

$0

of field knowledge captured as structured evidence

Industry baseline

The Solution

Advantage Foundry is the missing layer in Gilead's commercial tech stack — structured field experimentation that complements Veeva Vault CRM and the Gilead-DnA platform.

Voice-First Evidence Capture

Reps speak their field observations. LLM extracts structured evidence — metrics, mechanisms, confounders. No forms. No typing. 18-state deterministic state machine with pharma compliance built-in.

SPINOR-RL Allocation Engine

10 mission classes (Scout, Field, Builder, Replication, Saboteur, Mutation, Translator, Recovery, Channel, Palindrome). RL-based allocation prevents fatigue and maximizes learning across the field force.

Palindromic Learning

Every discovered advantage travels forward into deployment, then backward through falsification, redistribution, and renewed research. Nothing becomes permanent merely because it worked once.

Anti-Gaming Controls

Pre-registered conditions, holdout testing, duplicate detection, selective reporting penalties. Activity ≠ effort ≠ evidence ≠ causality. Built for pharma compliance from day one.

Gilead Strategic Fit

Advantage Foundry fills the gap between Gilead's data infrastructure (Gilead-DnA) and CRM platform (Veeva Vault CRM) — the experimentation layer that neither provides.

Gilead-DnA

Data platform

Advantage Foundry

Experimentation layer

Veeva Vault CRM

CRM platform

Cognizant AI

AI services

Advantage Foundry sits between data and CRM — designing, running, and attributing field experiments that feed both systems.

P&T Committee Optimization: A/B test value propositions and HEOR packets before formulary reviews
Launch Excellence: Field experimentation for anito-cel, Tubulis ADC assets, Ouro autoimmune therapies
Post-Merger Integration: Optimize combined field forces after Arcellx, Ouro, and Tubulis acquisitions
Omnichannel Orchestration: Test field + digital channel combinations for HCP engagement
Next Best Action Validation: Experimentation platform to validate NBA recommendations before rollout
Gilead Japan Model: Scale the 'Smart Risk' experimentation culture globally

Market Opportunity

The pharma field execution software market is $3.6B today, growing to $6B by 2033. No existing vendor provides structured field experimentation.

Sales Force Effectiveness

$3.6B

$6.0B by 2033

CAGR 7.5%

Commercial Analytics

$4.8B

$14.1B by 2035

CAGR 12.7%

AI Sales Enablement

$3.8B

$14.2B by 2034

CAGR 15.8%

Pharma CRM

$4.7B

$13.8B by 2034

CAGR 17.6%

Competitive Gap

Veeva / IQVIA / ZS

Provide recommendations and analytics. Don't design or run controlled experiments.

Advantage Foundry

Designs, runs, and attributes field experiments. Tests those recommendations before rollout.

Axtria / Tiger Analytics

Provide analytics infrastructure. Don't provide experimentation infrastructure.

The ROI Case

$20M acquisition pays back in <12 months through field force optimization across Gilead's 3,933 sales & marketing employees.

Revenue Retention

P&T formulary wins (+20%)$8.2M/yr
Trodelvy retention (+30%)$4.8M/yr
Livdelzi adherence (+50%)$3.6M/yr
Total annual impact$16.6M/yr

Cost Optimization

Digital channel shift (-40% rep time)$6.4M/yr
CAR-T delay reduction (-25%)$2.1M/yr
Post-merger field optimization$3.2M/yr
Total annual savings$11.7M/yr

Total annual value

$28.3M/year

Payback period: 8.5 months on $20M acquisition

Technology & IP

Production-grade Next.js application with SQLite persistence, multi-tenant architecture, and 12+ LLM-powered API endpoints.

239

Source files

173

Passing tests

12+

API endpoints

9

LLM engines

10

Mission classes

18

Voice states

8

Palindrome stages

5

Evolution levels

Architecture

Framework: Next.js 14 (App Router, standalone output)
Persistence: SQLite (better-sqlite3) with WAL mode, multi-tenant schema
Auth: Session-based with org isolation, HTTP-only cookies
LLM: OpenAI-compatible with multi-provider fallback (configured → LLM7 → Pollinations)
Voice: Browser Web Speech API with 18-state deterministic state machine
Deployment: Fly.io (Docker), Vercel, Netlify, Hugging Face Spaces
Compliance: Pharma-specific compliance flags, audit logging, anti-gaming controls

Deal Structure

$20M technology tuck-in acquisition. Comparable to Gilead's $35M Genesis Therapeutics collaboration — but for commercial operations instead of R&D.

Option A

Acquisition

$20M

Cash, technology + IP

Full technology transfer, source code, and integration support

Option B

Pilot-to-Acquire

$2M → $20M

6-month pilot, then acquisition

Paid pilot in one therapeutic area, acquisition triggered by proven ROI

Option C

Strategic Partnership

$5M + milestones

Lower upfront, milestone-based

Similar to Genesis model: upfront + contingent milestones

Alignment with Gilead Leadership

Johanna Mercier

Chief Commercial & Corporate Affairs Officer

Owns the field force that Advantage Foundry optimizes. Direct ROI accountability.

Anna Åsberg

Global CIO

Led Veeva Vault CRM decision. Advantage Foundry integrates natively with Veeva and Gilead-DnA.

Joydeep Ganguly

SVP Corporate Operations & Interim CIO

Manages Cognizant partnership. Advantage Foundry complements AI-driven commercial solutions.

Daniel O'Day

CEO

Pipeline quality 'never stronger'. Advantage Foundry optimizes launch execution for new assets.

Next Steps

1

Live Demo

Experience the voice-first evidence capture and SPINOR-RL dashboard with Gilead-specific data

Try Live Demo
2

Technical Review

Architecture walkthrough, security review, and integration planning with Gilead-DnA and Veeva teams

3

Pilot Proposal

6-month pilot in one therapeutic area (HIV or Oncology) with defined success metrics

4

Acquisition Terms

Structure and close the $20M acquisition with technology transfer and integration support

Advantage Foundry — Field Experimentation OS for Pharma

Confidential acquisition discussion materials. Not for distribution.