MapLight Therapeutics, Inc.
2b2651169a37430c8c605a11e7f11e89
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-07-23T20:33:11.342043+00:00

Business Model Classification Tokens

contract_cycle_length
null
Inferred
Pending — BM Dev Shop classification run
enterprise_sales_motion
null
Inferred
Pending — BM Dev Shop classification run
procurement_complexity
null
Inferred
Pending — BM Dev Shop classification run
vendor_lock_coefficient
null
Inferred
Pending — BM Dev Shop classification run
bundle_discount_depth
null
Inferred
Pending — BM Dev Shop classification run
cross_sell_attach_rate
null
Inferred
Pending — BM Dev Shop classification run
bundle_churn_vs_single_churn
null
Inferred
Pending — BM Dev Shop classification run
bundle_margin_blended
null
Inferred
Pending — BM Dev Shop classification run
upsell_pathway_architecture
null
Inferred
Pending — BM Dev Shop classification run

Business Model Archetype Classification

University of St. Gallen — 55 Business Model Navigator (Gassmann et al.)

SG-024 Lock-in WHO High
Direct: vendor_lock_dependency_score=High dependency on select CRO/CDMO partners for drug discovery and manufacturing; single-vendor CDMO risk likely exceeds 30% of operational input cost
SG-036
Product to Capability
WHAT High
SG-049
Subscription
VALUE High

Hybrid Combination

Lock-in (SG-024) WHO provides the core structure, combined with Product to Capability (SG-036) + Subscription (SG-049) to form the complete business model fingerprint.

55 Archetypes Evaluated High: 3 Medium: 18 Registry: schemas/sg55_archetype_registry.yaml

Knowledge Graph — All Sections

debt_leverage_profile
Pre-revenue clinical-stage biotech; near-zero debt, funded primarily by equity raises; ~$200M+ cash runway from Series B/C financing
Inferred
Agent_Inference
interest_rate_sensitivity
Minimal direct sensitivity; no significant floating-rate debt. Higher rates increase opportunity cost of cash reserves and raise future equity dilution risk
Inferred
Agent_Inference
geopolitical_supply_exposure
Low intensity; China and India supply >60% of global API inputs, creating concentration risk.
Medium
GICS-commodity-overlay-v1
supply_chain_dependency
1) API/reagent sourcing from China-based CROs; 2) CDMO manufacturing concentration in Europe/India for clinical-stage compounds
Inferred
Agent_Inference
international_expansion_readiness
No international revenue currently; USD-denominated operations only; no material sovereign currency devaluation exposure
Inferred
Agent_Inference
geographic_footprint
Primarily US-based (South San Francisco HQ); clinical operations may span EU/Asia via CROs; no direct international revenue exposure
Inferred
Agent_Inference
commodity_exposure_profile
Low intensity; commodities: Active Pharmaceutical Ingredients, Rare Earth Elements, Natural Gas (energy), Plastics/Resins, Ethanol, Packaging Materials; geopolitical: China and India supply >60% of global API inputs, creating concentration risk.
Medium
GICS-commodity-overlay-v1
vendor_lock_dependency_score
High dependency on select CRO/CDMO partners for drug discovery and manufacturing; single-vendor CDMO risk likely exceeds 30% of operational input cost
Inferred
Agent_Inference
business_model_type_primary
Clinical-stage biopharma; no cloud-delivered product. Cloud termination would disrupt R&D data pipelines but not revenue generation
Inferred
Agent_Inference
business_model_type_secondary
Potential partnership/licensing model with large pharma; milestone and royalty revenue upon successful clinical progression
Inferred
Agent_Inference
switching_cost_profile
Low API coupling risk; internal proprietary drug-discovery platform (GPCR-focused); key risk is switching CRO/CDMO partners, not software APIs
Inferred
Agent_Inference
howey_test_risk_index
Low Howey risk; revenue model is pharma licensing/milestones, not token or investment-contract-based; no securities classification concern
Inferred
Agent_Inference
regulatory_burden_tier
Very High
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Moderate; clinical trial data across EU jurisdictions triggers GDPR obligations; CCPA applies to US employee/patient data; standard biotech compliance posture
Inferred
Agent_Inference
antitrust_exposure_flag
Low antitrust risk; early-stage single-asset pipeline; no dominant market position or pricing power in any defined therapeutic market yet
Inferred
Agent_Inference
regulatory_exposure_profile
Very High burden; regimes: FDA, CMS, HHS, HIPAA, EMA, OIG; Drug pricing legislation and approval delays directly compress revenue visibility.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
0% recurring revenue currently; 100% transactional/milestone-based; pre-commercial stage with no approved products generating sales
Inferred
Agent_Inference
monetization_vector
Future monetization via pharma partnership milestones, royalties, and potential co-commercialization of GPCR-targeted CNS/oncology assets
Inferred
Agent_Inference
pricing_architecture
No current pricing architecture; future drug pricing subject to payer negotiation, competitive landscape, and regulatory approval conditions
Inferred
Agent_Inference
pricing_power_rating
Speculative; GPCR-biased medicines in CNS/oncology could command premium pricing if differentiated efficacy demonstrated in trials
Inferred
Agent_Inference
target_gross_margin_bracket
Post-approval drug gross margins typically 70–85%; pre-revenue stage makes current margin analysis not applicable
Inferred
Agent_Inference
churn_vulnerability_index
No free-rider risk; proprietary drug discovery platform not publicly accessible; IP protected by patents and trade secrets
Inferred
Agent_Inference
headcount_cost_structure
Headcount-linear at current stage; scaling clinical trials requires proportional CRO spend and internal scientific staff additions
Inferred
Agent_Inference
marginal_cost_of_growth
High marginal cost per pipeline asset; each clinical program requires $50M–$200M+ in trial spend; not a sublinear cost model
Inferred
Agent_Inference
franchise_compliance_risk
Not applicable; no franchise network
Inferred
Agent_Inference
customer_acquisition_metric
At 10x scale (multiple approved drugs), customer acquisition shifts to payer/hospital formulary access; CAC model transforms post-commercialization
Inferred
Agent_Inference
network_effect_present
No network effects; drug efficacy and safety data are proprietary; platform value is scientific, not network-driven
Inferred
Agent_Inference
asset_efficiency_ratio
AI displacement risk moderate-positive; MapLight uses computational GPCR platform, positioning it to benefit from AI-driven drug discovery acceleration
Inferred
Agent_Inference
recession_resistance_tier
Moderate resilience; VC/institutional funding can tighten in recessions, but CNS disease unmet need is non-cyclical; partnership interest may soften
Inferred
Agent_Inference
customer_segment_primary
Large pharmaceutical/biotech partners seeking GPCR-targeted CNS and oncology drug candidates via licensing or co-development deals
Inferred
Agent_Inference
customer_segment_secondary
Government and non-profit grant sources (NIH, foundations) supporting early-stage neuroscience and rare disease research
Inferred
Agent_Inference
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "19-0000 Life, Physical, and Social Science Occupations", "21-0000 Community and Social Service Occupations", "23-0000 Legal Occupations", "29-0000 Healthcare Practitioners and Technical Occupations", "31-0000 Healthcare Support Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "51-0000 Production Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.32 (HIL — ~32% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v1
capital_expenditure_profile
Capital allocated toward future-state infrastructure: proprietary GPCR platform, computational biology, and clinical trial investment; no legacy asset drag
Inferred
Agent_Inference
sec_cik
0001770069
High
SEC-EDGAR
ticker
MPLT
High
SEC-EDGAR

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-07-23no unmet atoms among this persona's authored questions
SKILL_LEGAL_SEC_01PASS2026-07-23no unmet atoms among this persona's authored questions
SKILL_SHORT_BEAR_01PASS2026-07-23no unmet atoms among this persona's authored questions
SKILL_MACRO_STRAT_01PASS2026-07-23no unmet atoms among this persona's authored questions
SKILL_OPS_PARTNER_01PASS2026-07-23no unmet atoms among this persona's authored questions

Live Status

No Live Status block found.