Episode
Playing Nicely with Friends: How to Make Choices on Portfolio Co-positioning with Lumanity’s Jakub Kaczor, VP, Strategy Consulting, and Peter Smith, SVP, Strategy Consulting
- Podcast
- Outcomes Rocket
- Published
- Jul 9, 2026
- Duration seconds
- 1419
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Summary
Pharma portfolios can create powerful opportunities, but without clear positioning, brands can end up competing with each other. In this episode, Lumanity’s Jakub Kaczor, VP, Strategy Consulting, and Peter Smith, SVP, Strategy Consulting, discuss the complexities of portfolio positioning in the pharmaceutical industry. The guests explain that while a focused R&D strategy drives commercial growth and sustained innovation, it also creates a paradox where a company's own assets can end up competing against each other in the same disease area. To mitigate internal rivalry and maximize commercial potential, they advise companies to begin co-positioning early and follow a structured planning process, grounded in market reality. Ultimately, achieving portfolio success requires overcoming brand egos through a collaborative mindset, establishing clear governance under a dedicated portfolio owner, and designing strategies that anticipate the future competitive landscape. Tune in to learn how pharma teams can reduce internal competition, improve customer clarity, and build stronger portfolios that serve both patients and commercial goals! Resources: Connect with and follow Jakub Kaczor on LinkedIn. Connect with and follow Peter Smith on LinkedIn. Follow Lumanity on LinkedIn and explore their website! Learn more about this series we're doing with Lumanity here: https://lumanity.com/commercialization-podcasts/