Portfolio strategy and capital allocation under uncertainty
The question behind my doctoral thesis. Sustainability-adjusted portfolio selection of Phase 3 drug development programs — ETH Zurich, 2026.
Eighteen years of quantitative work in pharmaceutical development: the technique, the execution, and the decision.
I began as a biostatistician, moved into global programme leadership accountable for budget, governance and regulatory filing, and then spent four years at ETH Zurich examining how funding decisions get made.
Those are three altitudes on one problem. I work at all three, and separately with executives as a thinking partner.
Most organisations now say sustainability factors into what they fund. Whether it changes any particular decision is a separate question, and one that is rarely asked out loud. My doctorate is about that gap.
A ten-minute checklist for a trial you are designing: eight elements, three sustainability pillars, each question marked by whether published guidance addresses it. Free.
Score your trial →A one-page point of view on why a criterion can be formally adopted and still leave the portfolio unchanged.
Read the point of view →On these figures. Every number traces to a named, dated source. Where my findings are conditional on the case studied, they say so — here and in the papers. I keep illustrative examples and verified results visibly apart. In a field that overclaims routinely, that distinction is most of the value.