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Life Sciences Digest · beta

Know your competitors, your value drivers and what changed, before your next board or deal.

LSD follows EU and US therapeutics companies every night: their assets, trials, papers, patents, people and financings, linked into one picture. Every fact comes from a public source and links back to it.

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Beta: accounts are opened by Ayca for a first group of users.

What changed since yesterday
example
  • New trialsource: ClinicalTrials.gov
    Company B registered a Phase 3 trial on Target X
  • Financingsource: press release
    Company C closed a Series B round
  • Patentsource: European Patent Office
    New patent family filed by Company D on an ADC linker
  • Publicationsource: PubMed
    Phase 1 results for Asset E published
  • Peoplesource: company website
    Company F appointed a new Chief Medical Officer
Fictitious companies. Every line links to its source in LSD.

For founders and biotech executives

Walk into your board meeting or investor pitch knowing your field better than the people asking the questions.

  • See every programme on your target and disease, by phase and modality, and who is ahead of you.
  • Know which assumptions drive your asset's value, and which milestone lifts it most.
  • Benchmark your trial design against competitors' registered trials.
  • Find the pharma partners and investors already active in your area.
  • Build fundraising and partnering material on sourced facts, not on slides from three years ago.
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For investors and business development

Screen faster, diligence deeper, and hear about changes in your portfolio before the press release is old news.

  • Search companies and assets by target, disease, modality and stage.
  • Start a due diligence from a sourced profile: pipeline, trials, patents, people, financing.
  • Watch a portfolio or a competitive set: new trials, results, patents, deals and hires, every night.
  • Cross-check a valuation with a risk-adjusted model whose every input is visible and can be changed.
  • Spot crowded fields and white space before you commit.
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Competitive and strategic watch

Who else is on your target, and how far are they?

LSD links every asset to its targets and diseases. Ask for a target or an indication and you see all the programmes on it, across companies, with their phase, modality and the trials behind them.

Each night, new registrations, phase changes, results, patents and deals show up in your feed, with the source that reported them.

In the beta: companies, assets and trials by target and disease. Coming next: the landscape chart and email alerts.

PreclinicalPhase 1Phase 2Phase 3FiledYour assetantibodyCompany BantibodyCompany Csmall moleculeCompany Dantibody-drug conjugateCompany Ecell therapyCompany Fantibody
Illustrative. Every programme on the same target and disease, placed by its most advanced registered phase, each bar linked to the trial records behind it. Who is ahead, who uses the same modality, where the field is crowded.
Key drivers of value

Which assumptions make or break an asset's value?

value lowervalue higherProbability of reaching the marketphase-by-phase success ratesPeak salespatients, price, market shareLaunch yearone year earlier or laterDiscount ratecost of capitalYears of exclusivitypatent expiry, data protectionDevelopment costtrials still to runchange in risk-adjusted value when each input moves within its plausible range
Illustrative, for a Phase 2 asset. LSD computes a risk-adjusted value (rNPV) per asset with its inputs prefilled from the profile, then shows how far each input moves the value, so you know which assumptions to defend, and which milestones lift the value most.

The value of a drug candidate rests on a few inputs: the chance it reaches patients, its peak sales, when it launches, how long it stays protected and the cost of capital.

LSD prefills these from the profile and from stated defaults, marks where each came from, and runs thousands of scenarios. Founders see which milestone to finance first; investors see which assumption to challenge.

Method: risk-adjusted NPV (Stewart et al., Nature Biotechnology, 2001) with Monte Carlo.

Connections across companies

One graph, so the non-obvious links show up

A target, a disease, a person or a patent is one record in LSD, shared by every company that touches it. That is what makes cross-company questions possible.

  • Who else targets this protein?
  • Who licensed what, to whom?
  • Which investors back companies like ours?
  • Which board members sit at several companies in our field?
developstreatsacts ontested inacts ondevelopsYour companycompanyAsset Adrug candidateTarget Xshared nodeDisease YindicationPhase 2 trialregistry recordAsset Bdrug candidateCompany Bcompetitor found
Illustrative. Each company's assets connect it to targets, diseases, trials and patents. Because a target is one shared node, LSD sees that Company B works on the same target as your asset, even if neither company names the other.
How it works

Sourced, scored and checked, every night

Public sourcesregistries, PubMed, EPO,company sites, newsfetchAI extractionfacts + the exactsentence they come fromfactsConfidence scoreindependent sourcesthat agree raise itscoredHuman reviewbelow the threshold:an analyst decidescheckedCompany profile+ what changedsince yesterdayevery night, for every tracked company
How a fact reaches you: every night LSD re-reads its sources, extracts facts with the sentence that supports them, scores them, and sends the uncertain ones to a person before they count as validated.
Public sources only

Nothing confidential is collected; each fact links to the page it comes from.

Confidence shown openly

Facts confirmed by independent sources rank higher; uncertain ones are flagged, never hidden.

People in the loop

Ayca analysts review what falls below the threshold; your team can confirm or reject items.

In every company profile

Everything in one place, with its source

Pipeline and assets
Codes and names, modality, targets, indications, stage.
Clinical trials
ClinicalTrials.gov and the EU CTIS, with status and phase.
Science
PubMed papers by the company and by others on its assets.
Patents
Families from the European Patent Office, linked to the assets.
People, investors, deals
Leadership, board, financing rounds, partnerships.
Valuation
rNPV with Monte Carlo; with Ayca analysts during the beta.

Join the beta

The pilot covers the ten leading therapeutics companies of Wallonia and UCB, and grows with the companies our first users follow. Tell us yours.

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LSD is a standalone service developed by Ayca. People named in LSD can read how their data is handled in the privacy notice.