EP3M Summit: Executive Project, Program & Portfolio Management Summit
Optimize Portfolio Insights, Prioritization, and Decision Making for Biopharma
9/29/2026 - September 30, 2026 ALL TIMES EDT
Effective project, program, and portfolio management (PPM) is critical to aligning strategy with execution, maximizing resources, and accelerating innovation in today’s complex biopharma landscape. As pressure mounts to do more with less, leaders must adopt data-driven tools, emerging technologies, and integrated decision-making approaches to make confident decisions under uncertainty and drive growth. The EP3M Summit brings together senior biopharma leaders and seasoned experts to tackle real-world PPM challenges—from navigating investment tradeoffs and accelerating AI adoption to enabling agile, cross-functional execution at scale. Gain practical insights, proven strategies, and the tools needed to improve decision quality, resilience, and portfolio value across R&D.

Monday, September 28

Registration Open

IN PERSON ONLY: Pre-Conference Workshop: Inside the Portfolio Committee: Making R&D Investment Decisions under Uncertainty

Separate registration required.

Tuesday, September 29

Registration Open and Morning Coffee

Organizer's Welcome Remarks

MORNING MEET & GREET ICEBREAKER (IN PERSON ONLY)

Photo of Michael Ferrante, Executive Director, Business Analytics, Global Regulatory Affairs & Clinical Safety, Merck , Executive Director, Business Analytics , Global Regulatory Affairs & Clinical Safety , Merck & Co
Michael Ferrante, Executive Director, Business Analytics, Global Regulatory Affairs & Clinical Safety, Merck , Executive Director, Business Analytics , Global Regulatory Affairs & Clinical Safety , Merck & Co

Jumpstart your conference experience with a lively morning speed networking! This informal networking session is the perfect chance to meet fellow participants and connect with your conference peers right from the start. Grab a cup of coffee, engage in conversations, and kick off the conference with a bang. Don't miss out on this fantastic opportunity to make new connections, share insights, and lay the groundwork for a memorable conference journey.

Chairperson's Remarks

Michael Ferrante, Executive Director, Business Analytics, Global Regulatory Affairs & Clinical Safety, Merck , Executive Director, Business Analytics , Global Regulatory Affairs & Clinical Safety , Merck & Co

KEYNOTE PRESENTATIONS

Innovation Portfolio Management—Linking Strategy to Execution

Photo of Noel Sobelman,  Vice President, Business Development & Innovation, TDK , VP, Business Development & Innovation , TDK USA
Noel Sobelman, Vice President, Business Development & Innovation, TDK , VP, Business Development & Innovation , TDK USA

Why do some pharmaceutical organizations consistently translate strategy into measurable outcomes, while others struggle with misaligned priorities, constrained resources, and stalled pipelines? In this keynote, Noel Sobelman shares key insights from his forthcoming book on innovation portfolio management, offering a pragmatic framework for improving decision-making, governance, and resource allocation across complex asset portfolios. Drawing on real-world experience, the session will highlight what differentiates high-performing organizations, common failure modes, and the structural and cultural enablers required to move from fragmented execution to disciplined, strategy-driven portfolio management.

Panel Moderator:

PANEL DISCUSSION:
From Framework to Reality—Operationalizing Innovation Portfolio Management

Photo of Noel Sobelman,  Vice President, Business Development & Innovation, TDK , VP, Business Development & Innovation , TDK USA
Noel Sobelman, Vice President, Business Development & Innovation, TDK , VP, Business Development & Innovation , TDK USA

Panelists:

Photo of Peter Ray, Vice President, Head of Portfolio & Decision Analytics, Novartis , VP & Head , Portfolio Analytics , Novartis
Peter Ray, Vice President, Head of Portfolio & Decision Analytics, Novartis , VP & Head , Portfolio Analytics , Novartis
Photo of Joe Charest, Head of Portfolio Strategy and Analytics, Biogen , Head of Portfolio Strategy and Analytics , Biogen
Joe Charest, Head of Portfolio Strategy and Analytics, Biogen , Head of Portfolio Strategy and Analytics , Biogen
Photo of Joe Stalder, Vice President, Program Management, cAMPfield Therapeutics , Vice President , Program Management , cAMPfield Therapeutics
Joe Stalder, Vice President, Program Management, cAMPfield Therapeutics , Vice President , Program Management , cAMPfield Therapeutics

Coffee Break in the Exhibit Hall

STRATEGIC PRIORITIZATION & PORTFOLIO VALUE OPTIMIZATION

Optimal End-in-Mind Thinking for R&D Programs & Portfolio Prioritization

Photo of Mike Myers, Founder & President, ID4 Consulting , Associate Vice President , LRL Due Diligence , ID4 Consulting
Mike Myers, Founder & President, ID4 Consulting , Associate Vice President , LRL Due Diligence , ID4 Consulting

What if the most dangerous moment in drug development is not a failed clinical trial—but the day a team starts work without a clear picture of the approved product they are trying to create? End-in-mind thinking forces R&D teams to define their destination before they chart the course. This session explores how the Target Product Profile, when treated as a living strategic tool rather than a regulatory formality, transforms program decision-making—and how portfolio prioritization frameworks built on the same principle allow organizations to invest with conviction, cut with confidence, and ultimately deliver more medicines to more patients.

Evaluating Asset Value across Multiple Indications

Photo of Elayne Ko, Director, Portfolio Decision Sciences, GSK , Dir Portfolio Decision Sciences , Portfolio Decision Sciences , GSK
Elayne Ko, Director, Portfolio Decision Sciences, GSK , Dir Portfolio Decision Sciences , Portfolio Decision Sciences , GSK

Early-stage development assets offer significant strategic flexibility in terms of indication selection and prioritization compared to those in late-stage development. This presentation explores the framing of strategic options when early-stage asset teams consider multiple indications to pursue, the implications on asset valuations, e.g., probability and value dependencies, and the appropriate valuation approaches to facilitate investment decision-making and cross-asset portfolio prioritization.

Session Break

STRATEGIC PRIORITIZATION & PORTFOLIO VALUE OPTIMIZATION (CONT.)

Chairperson's Remarks

Michael Ferrante, Executive Director, Business Analytics, Global Regulatory Affairs & Clinical Safety, Merck , Executive Director, Business Analytics , Global Regulatory Affairs & Clinical Safety , Merck & Co

Implementing an Agile Portfolio Prioritization Process

Photo of Olaoluwakitan Osunkunle, Head, Portfolio Insights, AbbVie , Head , Portfolio Insights , AbbVie Inc
Olaoluwakitan Osunkunle, Head, Portfolio Insights, AbbVie , Head , Portfolio Insights , AbbVie Inc

Case example of a large Biopharma's journey implementing a quarterly portfolio prioritization (QPP) process that transformed R&D decision-making. By introducing an objective, data-driven framework aligned with strategic priorities we added significant portfolio value, fostered innovation, and created budget capacity to fund new value-adding development projects.

Building a Truly Global Program Management Function: Integrating China, Japan, and India Teams

Photo of Tilo Senger, PhD, Vice President, Head of Global R&D Program Management, EMD Serono , Global Head of R&D Program Management , Global Early Stage Dev Operations , EMD Serono
Tilo Senger, PhD, Vice President, Head of Global R&D Program Management, EMD Serono , Global Head of R&D Program Management , Global Early Stage Dev Operations , EMD Serono

As biopharma R&D increasingly serves a global market, asset development must account for the need for several regions, each with development strategies tailored to specific regulatory requirements, healthcare-system realities, and market access approaches. Program management functions therefore need to move beyond a headquarters-centric model toward an integrated global operating approach. This session explores how organizations can get the balance right: enabling regionally tailored development strategies and strong leadership of regional execution, while maintaining global alignment, efficient ways of working, and integrated operations across the full asset-development lifecycle. We will discuss the practical needs that emerge when regional realities meet global development priorities, and how program management can connect local execution, cross-regional coordination, and enterprise-level decision making to accelerate development without compromising strategic coherence.

Refreshment Break in the Exhibit Hall

Panel Moderator:

PANEL DISCUSSION:
Portfolio Ownership Models—Resolving the Portfolio-Finance Tug of War

Photo of Stephen Cho, PhD, Senior Vice President, Global Portfolio & Program Management, BeOne Medicines , Senior Vice President , Global Portfolio & Program Management , BeOne Medicines USA Inc
Stephen Cho, PhD, Senior Vice President, Global Portfolio & Program Management, BeOne Medicines , Senior Vice President , Global Portfolio & Program Management , BeOne Medicines USA Inc

Panelists:

Photo of Michael Ferrante, Executive Director, Business Analytics, Global Regulatory Affairs & Clinical Safety, Merck , Executive Director, Business Analytics , Global Regulatory Affairs & Clinical Safety , Merck & Co
Michael Ferrante, Executive Director, Business Analytics, Global Regulatory Affairs & Clinical Safety, Merck , Executive Director, Business Analytics , Global Regulatory Affairs & Clinical Safety , Merck & Co
Photo of Patrick Higgins, Senior Director, Head of Corporate FP&A, Biogen , Head of Corporate FP&A , Biogen
Patrick Higgins, Senior Director, Head of Corporate FP&A, Biogen , Head of Corporate FP&A , Biogen
Photo of Shiv Shankar, Vice President, R&D Finance, BeOne Medicines , VP R&D Finance , R&D Finance , BeOne Medicines
Shiv Shankar, Vice President, R&D Finance, BeOne Medicines , VP R&D Finance , R&D Finance , BeOne Medicines
Photo of Siera Talbott, PhD, Vice President, Portfolio & Program Management, Cabaletta Bio , VP Portfolio & Program Mgmt , Portfolio & Program Mgmt , Cabaletta Bio
Siera Talbott, PhD, Vice President, Portfolio & Program Management, Cabaletta Bio , VP Portfolio & Program Mgmt , Portfolio & Program Mgmt , Cabaletta Bio

Breakout Discussions Session Block

INTERACTIVE ROUNDTABLE DISCUSSION

IN-PERSON ONLY:
Beyond the Data: The Human Side of Governance

Kundini Amin, Head, Portfolio Leadership, Analytics & Insights (PLAI), Biogen , Senior Director/Head , Development Portfolio Leadership, Analytics, & Insights , Biogen

Elena Spencer, Head of Research Governance & Portfolio Management, Biogen , Head of Research Governance , Biogen

As portfolio management practices continue to mature through advanced data, analytics, and tooling, this session focuses on the equally critical human and structural elements that enable those insights to translate into real decisions. Using a People + Process + Data governance framework, the session explores how trust, facilitation, meeting design, and decision documentation shape what actually happens in governance forums. During this interactive discussion, participants will examine the behavioral and operational realities that influence decision quality - such as whether stakeholders feel safe to speak up, whether shared understanding is truly achieved in the room, and how decisions made collaboratively are accurately reflected in outcomes and follow‑through. Through real‑world examples and facilitated breakout discussions, participants will explore practical techniques for strengthening governance design so that portfolio decisions are not only well‑informed, but also clearly understood, aligned, and effectively executed. 

Session Objectives

By the end of the session, participants will be able to:  

  • Recognize common human and process failure points in portfolio governance - even when data is strong  
  • Apply practical techniques to improve psychological safety, shared understanding, and decision clarity  
  • Identify 1–2 changes they can make immediately to their governance forums, meetings, or decision artifacts​

Networking Reception in the Exhibit Hall

Close of Day

Wednesday, September 30

Registration and Morning Coffee

BUILDING & EVOLVING THE PORTFOLIO

Chairperson's Remarks

Stephen Smith, Senior Program Director, Corcept Therapeutics , Sr Program Dir Oncology , Oncology , Corcept Therapeutics Inc

Origination to Opportunity: Translating Early Exploration into Therapeutic Hypotheses and Value-Creating Portfolios

Photo of Kevin Matchett, Vice President Corporate Partnerships & Portfolio Innovation, Pipeline & Product Innovation, Flagship Pioneering , VP Corp Partnerships & Portfolio Innovation , Pipeline & Product Innovation , Flagship Pioneering
Kevin Matchett, Vice President Corporate Partnerships & Portfolio Innovation, Pipeline & Product Innovation, Flagship Pioneering , VP Corp Partnerships & Portfolio Innovation , Pipeline & Product Innovation , Flagship Pioneering
Photo of Caitlin Norris-Grey, MD, Associate, Pioneering Medicines , Associate , Pioneering Medicines
Caitlin Norris-Grey, MD, Associate, Pioneering Medicines , Associate , Pioneering Medicines

Flagship Pioneering founds and builds innovative biotechnology companies around novel platform technologies. Each platform is capable of addressing many therapeutic areas, creating a vast opportunity space to navigate under compressed timelines. To meet this challenge, Flagship built a dedicated, centralized team combining scientific, strategic, and analytical expertise with a unique mandate: develop bespoke pipeline strategies that identify the highest-value therapeutic directions before a traditional pipeline exists. This presentation describes our framework for translating platform capabilities into clearly defined therapeutic opportunities ready for investment decisions, the role of AI-enabled tools in supporting this process, and key learnings and future directions.

The Other Half of the Deal: R&D Integration from Pipeline to People

Photo of Angelo Favia, PhD, MBA, Acquisition Transition Lead, Eli Lilly and Co. , Acquisition Transition Lead , Portfolio, Project Mgmt-Strategy & Capabilities , Eli Lilly & Co
Angelo Favia, PhD, MBA, Acquisition Transition Lead, Eli Lilly and Co. , Acquisition Transition Lead , Portfolio, Project Mgmt-Strategy & Capabilities , Eli Lilly & Co

Once the deal team delivers at signing and closing, the integration challenge takes center stage: integrating pipelines, preserving scientific momentum, and retaining the people who built them. Whether the value resides in a single asset, a platform, or a full portfolio, this session explores the operational complexities of integration—from protecting regulatory submissions to rebuilding team structures—and what it takes to protect what you paid for.

Panel Moderator:

PANEL DISCUSSION:
Competitive Intelligence as a Strategic Input to Portfolio Decisions

Photo of Ghislaine Bédulho, Global Head R&D Reporting, Benchmarking and Competitive Intelligence, R&D Strategy & Portfolio Management, Sanofi , Global Head of R&D Portfolio Management , R&D Strategy & Portfolio Mgmt , Sanofi
Ghislaine Bédulho, Global Head R&D Reporting, Benchmarking and Competitive Intelligence, R&D Strategy & Portfolio Management, Sanofi , Global Head of R&D Portfolio Management , R&D Strategy & Portfolio Mgmt , Sanofi

Panelists:

Photo of Sheridan Carrington, PhD, Senior Director, Portfolio Strategy, Bristol Myers Squibb , Dir Portfolio Strategy & Mgmt , WW Commercial Portfolio Strategy , Bristol Myers Squibb Co
Sheridan Carrington, PhD, Senior Director, Portfolio Strategy, Bristol Myers Squibb , Dir Portfolio Strategy & Mgmt , WW Commercial Portfolio Strategy , Bristol Myers Squibb Co
Photo of Joel Ott, Executive Director, Portfolio and Project Management, Eli Lilly and Company , Executive Director , Portfolio and Project Management , Eli Lilly & Company
Joel Ott, Executive Director, Portfolio and Project Management, Eli Lilly and Company , Executive Director , Portfolio and Project Management , Eli Lilly & Company
Photo of Axel Wiest, Senior Vice President, Portfolio Strategy & Operations, Dyne Therapeutics , SVP , Portfolio Strategy & Operations , Dyne Therapeutics
Axel Wiest, Senior Vice President, Portfolio Strategy & Operations, Dyne Therapeutics , SVP , Portfolio Strategy & Operations , Dyne Therapeutics
Photo of Saeid (Sam) Yazdani, Senior Director, Project, Program & Portfolio Management – Drug Development, argenx , VP Portfolio & Program Mgmt , Therapeutics Product Dev , argenx
Saeid (Sam) Yazdani, Senior Director, Project, Program & Portfolio Management – Drug Development, argenx , VP Portfolio & Program Mgmt , Therapeutics Product Dev , argenx

Coffee Break in the Exhibit Hall

DECISION INTELLIGENCE & PORTFOLIO ANALYTICS

Applying AI to Portfolio Decisions: Real-World Use Cases across TPP, Timelines, Competitive Landscapes, Development Scenarios, and PTRS

Photo of Ivan Kugener, Vice President & Head of Global Portfolio Management, Valuation & Analytics,EMD Serono , VP & Head Global Portfolio Mgmt , Valuation & Analytics , EMD Serono
Ivan Kugener, Vice President & Head of Global Portfolio Management, Valuation & Analytics,EMD Serono , VP & Head Global Portfolio Mgmt , Valuation & Analytics , EMD Serono

AI and machine learning are increasingly being applied to support portfolio and asset-level decision-making—but where do they truly add value? This session shares real-world use cases across both early and late-stage drug development, including target product profiles (TPP), timelines, competitive landscape assessment, development scenarios, and probability of technical and regulatory success (PTRS). The discussion will highlight where AI/ML has been successfully deployed, where it has fallen short, and the practical ways of working between portfolio teams and data science functions. Attendees will gain a grounded perspective on how to apply AI to improve decision quality, evaluate trade-offs, and strengthen portfolio outcomes.

Design and Implementation of an AI Agent for Pharmaceutical Portfolio Analytics

Photo of Troy Langford, Associate Director, Portfolio Analytics, Novartis , Associate Director, Portfolio Analytics , Massachusetts Institute of Technology , Novartis
Troy Langford, Associate Director, Portfolio Analytics, Novartis , Associate Director, Portfolio Analytics , Massachusetts Institute of Technology , Novartis

AI agents have the potential to significantly increase the efficiency of routine tasks in the workplace as well as extract additional value from disparate sources used in these workstreams. In this presentation we review a real-world example of design and implementation of an AI agent in the context of pharmaceutical portfolio analytics. We also discuss key challenges encountered and lessons learned for future applications.

The Portfolio Dilemma: Why Smart Systems Fail to Drive Smart Decisions

Photo of Christine Antis, Independent Strategic Consultant , Strategic Consultant , Antis Consulting LLC
Christine Antis, Independent Strategic Consultant , Strategic Consultant , Antis Consulting LLC
Photo of Michael Ferrante, Executive Director, Business Analytics, Global Regulatory Affairs & Clinical Safety, Merck , Executive Director, Business Analytics , Global Regulatory Affairs & Clinical Safety , Merck & Co
Michael Ferrante, Executive Director, Business Analytics, Global Regulatory Affairs & Clinical Safety, Merck , Executive Director, Business Analytics , Global Regulatory Affairs & Clinical Safety , Merck & Co

Pharma organizations invest heavily in building robust pipelines and sophisticated project management systems, yet many still struggle to convert execution insights into effective portfolio decisions. The root cause isn’t a lack of data—it’s the behavioral and decision dynamics that undermine how that data is interpreted, governed, and acted upon. Misaligned incentives, delayed insights, and fragmented governance structures create a persistent disconnect between strategy and real-time project realities. This session examines why good systems fail to produce good decisions, where portfolio decision-making breaks down, and how leading organizations overcome these barriers. Attendees will gain a clearer understanding of the human and structural factors driving the portfolio dilemma.

Enjoy Lunch on Your Own

REAL-WORLD DECISION-MAKING UNDER UNCERTAINTY

Chairperson's Remarks

Stephen Smith, Senior Program Director, Corcept Therapeutics , Sr Program Dir Oncology , Oncology , Corcept Therapeutics Inc

Designing Decision-Ready Dashboards: Bridging Data and Human Judgment in Pharma

Photo of Joseph Robertson, Head of Data Management Operations, US Commercial, UCB Inc. , Head of Data Management Operations , US Commercial Data , UCB Inc
Joseph Robertson, Head of Data Management Operations, US Commercial, UCB Inc. , Head of Data Management Operations , US Commercial Data , UCB Inc

In US commercial pharma, we rarely have the full picture. Regulations shift, markets move, and data remains fragmented, so some level of unknown is always present. Yet most dashboards are built as if completeness is achievable, creating a gap between what systems show and how decisions are made.  In practice, leaders fill these gaps with judgment, often outside dashboards in Excel or PowerPoint. This session challenges the idea of “complete” dashboards and explores how to design systems that incorporate human insight and work effectively with uncertainty.

Bridging Governance from Discovery Research to Late Phase Development

Photo of Joel Ott, Executive Director, Portfolio and Project Management, Eli Lilly and Company , Executive Director , Portfolio and Project Management , Eli Lilly & Company
Joel Ott, Executive Director, Portfolio and Project Management, Eli Lilly and Company , Executive Director , Portfolio and Project Management , Eli Lilly & Company

Establishing governance across the breadth of drug development and associated stakeholders can be a challenge. Lilly has two primary governing bodies: Early Phase, Discovery through Phase 2; and Late Phase, Phase 3 and beyond. Lilly leverages a Commercial Decision Process as the primary bridge between the two.  Additional measures established to ensure seamless transitions and efficiencies will be presented.

Refreshment Break in the Exhibit Hall

Breakout Discussions Session Block

INTERACTIVE ROUNDTABLE DISCUSSION

IN-PERSON ONLY:
Execution Under Pressure: Identifying Failure Points in Development and Change Initiatives

Shawn Malloy, Director, R&D Portfolio Management, Biogen , Director, Asset & Portfolio Analytics , Portfolio Leadership, Analytics, & Insights , Biogen

Mike Myers, Founder & President, ID4 Consulting , Associate Vice President , LRL Due Diligence , ID4 Consulting

Even the most well-designed development programs and strategic initiatives can fall short in execution. This interactive working group will focus on understanding why implementation fails—and how to identify risks early before they derail outcomes. Participants will break into small groups to explore:

  • The most common drivers of execution failure in development programs and portfolio initiatives
  • “Unicorn” or unpredictable events that can disrupt even the strongest plans 
  • Early warning signs that a program or initiative is at risk, from unrealistic assumptions to emerging operational or safety challenges 

Through facilitated discussion, attendees will share real-world experiences, compare patterns across organizations, and identify practical approaches to improving execution and mitigating risk. The session will conclude with a synthesis of key takeaways and actionable insights that participants can bring back to strengthen execution across their own programs and portfolios.​

Close of Summit


For more details on the conference, please contact:

Bridget Kotelly
Senior Conference Director
Cambridge Healthtech Institute
Phone: (+1) 781.264.5249
Email: [email protected]

For sponsorship information, please contact:

Kristin Skahan
Senior Business Development Manager
Cambridge Healthtech Institute
Phone: (+1) 781.972.5431
Email: [email protected]

Create a Custom Banner