AI Insights

Portfolio signals derived from live PI, contract, study and operations data.

What changed this period

CNS leads growth at +13.2%, 3 investigators posted negative QoQ revenue, and 5 contracts are inside a 10-day SLA window.

Critical

4 insights

Mountain is losing ground

Critical

Mountain averages -7.1% QoQ across 1 investigators ($234K 12-month revenue).

Commission a regional performance review for Mountain this quarter.

3 investigators with declining revenue

Critical

Dr. Amanda Foster (-7.1%), Dr. Emily Rodriguez (-4.8%), Dr. Kevin Brown (-2.4%) posted negative quarter-over-quarter revenue.

Flag these investigators for a joint finance and operations review.

Contract bottleneck risk

Critical

5 contracts (C-1002, C-1004, C-1005, C-1008, C-1009) are within 5–10 days of their review SLA, the earliest expiring in 18 days.

Escalate these to legal and counterparty reviewers for same-week turnaround.

Compliance and documentation risk

Critical

2 critical operational alerts are open and 3 investigators sit below 85% compliance (Kevin Brown, Emily Rodriguez, Amanda Foster).

Run a documentation remediation sprint at the affected sites before month end.

Watch

3 insights

Therapeutic area spread

Watch

CNS is growing +13.2% on $701K, while Infectious Diseases has stalled at +1.0% on $510K.

Rebalance business development effort toward Infectious Diseases or reduce its allocated capacity.

Enrollment coverage

Watch

4 of 6 tracked studies are under 85% of enrollment target (NEURO-2024-007 76%, IMMUNO-2024-003 81%, ONCO-2024-008 84%, NEURO-2024-015 68%).

Reallocate screening resources to the lagging studies for the next two cycles.

Network footprint concentration

Info

South holds 75 PIs (36% of the network), the largest single-region concentration.

Plan continuity cover for South to reduce single-region dependency.

Positive

2 insights

Midwest is the strongest region

Positive

Midwest averages +9.4% QoQ revenue growth on $412K of 12-month revenue — the best trajectory in the portfolio.

Route incoming sponsor studies toward Midwest while capacity holds.

Contract execution steady

Positive

3 of 10 contracts are fully executed, with an average of 18 days from draft to current stage.

Keep the current review cadence; publish turnaround times to sponsors.