Naresh Gupta — AXLRx Analyst

Pharma commercial operations across GCC, South Asia, and Europe — field sales, business development, field force strategy, and commercial program leadership. Specialisation in rare disease, specialty, and market access.

Analyses reviewed (88)

Articles

2026-10-06 · 6 min read Four Ways to Get a Pharma Commercial Question Answered, Compared A general AI assistant, a syndicated report, a consulting firm or an AI-native engine: four routes to a pharma commercial answer, what each gives you, and when each is the right choice. 2026-07-22 · 6 min read The One-Time Cure Sells to a Backlog, Then a Trickle A one-time gene therapy sells to the patients who already have the diagnosis, and once that backlog is treated, to almost no one. Novartis' own CEO called it a bolus. It is why chronic-drug forecasting misreads the gene-therapy opportunity. 2026-07-22 · 6 min read One Rare Disease, Several Markets: Why Segmentation Comes Before Sizing A single rare-disease indication looks like one market and behaves like several. Genotype, organ, or antibody status splits the population into groups that cannot be added together. Sizing the indication as one number counts patients no single therapy can reach. 2026-07-22 · 5 min read How to Buy a Competitive-Intelligence Brief That Changes a Decision Most pharma CI spend buys capability, a dashboard or a subscription, not the answer to a specific question. Four tests separate a competitive-intelligence brief you can act on from one you file. 2026-07-22 · 6 min read IgA Nephropathy: Five Drugs, No Sequence, and the CI Problem in the Launch Wave IgA nephropathy went from supportive care only to five approved drugs across four mechanisms in four years. The competitive question has inverted: no longer which drug is best, but where each fits in a treatment sequence no guideline has written. 2026-07-22 · 7 min read Rare Disease in the Gulf: Where Patient Identification Is a Policy Decision In the Gulf, consanguinity enlarges the recessive-disease pool and state-run screening turns patient identification into a policy lever a forecaster can read. It is a distinct market, not a scaled-down Western one, and modelling it as the latter gets the number wrong in both directions. 2026-07-22 · 6 min read The Biggest Number in a Rare-Disease Forecast Is the One No One Has Counted In most rare diseases the diagnosed population is a fraction of the true one, so a forecast anchored to who is coded today understates the market that exists. ATTR amyloidosis shows why the undiagnosed pool is not a caveat on the number. It is the number. 2026-07-22 · 6 min read Why Ultra-Orphan Pricing Breaks the Standard Value Tools A rare-disease price of hundreds of thousands a year, or a gene therapy in the millions, does not fit the cost-effectiveness thresholds built for common disease. The HTA bodies have conceded it by writing a separate rulebook, and for a one-time cure the payment model breaks too. 2026-07-22 · 7 min read What Makes Rare Disease Attractive Is What Makes It Hard to Analyze Rare disease is the most attractive place in pharma to launch a drug, and one of the hardest to size. Both facts have the same cause: a small, hidden, genetic population. Which is why you do not measure a rare-disease market. You build one. 2026-07-22 · 6 min read Sizing a Disease You Catch at Birth: What Newborn Screening Does to the Forecast When a rare disease enters a newborn-screening panel, it stops being a prevalent pool to penetrate and becomes an incident flow plus a depleting backlog. Market size becomes a function of screening coverage, a policy variable, not epidemiology. 2026-07-11 · 7 min read Field-Force Sizing: Three Methods, and How to Pick the Right One Field-force sizing is where commercial spend concentrates — and the wrong method burns it. The three sizing approaches, and how a drug's commercial archetype decides which one is right.