{
  "docId": "019dd923-5efe-75c0-8e00-6164e9c5fc57",
  "docSlug": "4177683a2d245be2",
  "documentTitle": "2026 Q2 Earnings Investor Deck",
  "authorId": "Doximity",
  "authorName": "Doximity",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 16,
  "pageCount": 22,
  "prevPage": 15,
  "nextPage": 17,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 9,
  "notes": "The slide uses three pie charts to illustrate market penetration and budget share across different brand tiers.",
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  "slideHref": "/slides/019dd923-5efe-75c0-8e00-6164e9c5fc57/16",
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        "w": 0.3,
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      "kind": "chart",
      "text": "Our Penetration into <$100M US Mid Tier Brands",
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      "subkind": "pie",
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      },
      "kind": "chart",
      "text": "Estimated Share of HCP Marketing Budget",
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      "kind": "chart",
      "text": "Our Penetration into >$100M US Mega Brands",
      "attrs": null,
      "subkind": "pie",
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      "confidence": null,
      "componentId": "caf1a51f-c210-4d14-baee-87a49706baf2",
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      "kind": "disclaimer",
      "text": "1. As of March 31, 2025. # of brands with $100m+ in US sales (based on data from Evaluate Pharma) where Doximity has revenue. 2. As of March 31, 2025. # of brands between $1m to $100m in US sales (based on data from Evaluate Pharma) where Doximity has revenue. 3. As of March 31, 2025. Estimated Doximity Share of HCP Marketing Budgets is calculated by assuming a certain percent of a brands' US Sales is spent on HCP marketing. We then take Doximity's revenue for that brand and divide it by our estimate of its HCP marketing budget. This is looking at Doximity Share of HCP Marketing Budgets for the cohort of brands with $1m+ in US Sales.",
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      "kind": "metric",
      "text": "Market Penetration: 48%",
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      "kind": "title",
      "text": "PHARMA BRAND OPPORTUNITY",
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      "arcSlug": "problem-agitate-solution",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "Pages 15-16 discuss the large and growing total addressable market.",
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      "confidence": 0.8,
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  "loops": [
    {
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      "from": 15,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "ce104a5e-9d50-4dc6-a77b-7d177b5c0417",
      "evidence": "The market sizing and growth opportunity suggest why now is the right time.",
      "position": 1,
      "objective": "Why is now the right time to invest in Doximity?",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.6,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
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