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Patient Recruitment
       in Clinical
     Investigations



       Orna Oz, PhD
BioMedical Strategy (2004) Ltd
Patient Recruitment

 It all starts in the definition of the product
           “INDICATIONS FOR USE”

• Patient recruitment is a crucial element in
  conducting a successful and efficient clinical study

• The study validity depends on recruiting adequate
  number of adequate and compliant subjects that
  represent the study population
Patient Recruitment
Study Design              Management




Investigator              Monitoring
Selection




 Site
 Selection               Support &
                         Collaboration
Patient Recruitment
                    Post-market



 .
     .
         .
 Study # 3


 Study #2



     FIM


             Investigational/pre-market
Study Design
        Eligibility Criteria
Unbalanced Eligibility Criteria might
prolong recruitment:

Too many exclusions (contraindications)
The more stringent exclusion criteria the more
difficult it will be to recruit
                      HOWEVER
Lack of appropriate exclusion criteria may
leave the study open to additional analysis
of (and between) sub-populations
Study Design

        Experimental Procedure
Complicated (cumbersome) procedure:
• Use (underlying technology and mode of use)
• Too many additional assessments that accompany
  the pre and index procedure (MRI, Lab tests, etc…)
Study Design
         Experimental Procedure
                   Follow Up Visits

Multiple follow up visits
Too many visits; Too often

Clinical assessment at follow up visits
Multiple and out of the ordinary procedures



Patient recruitment+ Compliance with follow up
            visits (enrolled subjects)
Investigator Selection
Opinion leader
•Experienced and recognized
 practitioner
•Involved in many similar studies
•Low availability                        Opinion Leader   Availability




“Young” Practitioner
•Less experienced and appreciated in the
 community
•Highly motivated to participate and recruit
•Relatively high availability
Site Selection
         A “good site” is:
Available to target population
Communicating with community healthcare
providers (co-physicians or family doctors)
Can provide all, by-protocol, required clinical
assessment procedures (Laboratory services,
pharmacy services, imaging modalities, etc.)
Has qualified and trained personnel
Does not have a language barrier with Company
Site Selection
             Specializing Hospitals
 Familiar with the disease and current procedures
 Rare cases, if required by eligibility criteria- this is the
 place to find them!
                 ON THE OTHER HAND
 Specializing hospitals usually have a pool of resembling
 patients
  – Not necessarily representing study population
  – Complex patients in terms of health conditions (mainly
    complicated morbid patients). Simple cases will take time to
    find!
• Are involved in numerous studies with same target
  population
Company Role
       Support & Collaboration
• Maintain ongoing relationships with
  participating site personnel
   – Communicate with the site on a regular basis,
     not only towards or during visits
   – Arrange Investigators meetings
   – Keep the site involved in the project as a
     whole
  – Remember special occasions


• Be responsive to their needs and difficulties
Company Role
     Support & Collaboration
            Continuous and close
          Management & Monitoring
Close monitoring will promptly raise recruiting problems
Close management will enable feedback and adjusted
instructions from and to participating sites regarding
problems and difficulties in recruitment change in study
design OR study management OR elaborate additional
recruitment approaches
Recruitment Methods
Advertising (Newspaper, TV, Radio):
Advertisement to recruit subjects should be limited to the
information the prospective subjects need to determine their
eligibility and interest.

Direct Mailing            No claims should be made
Internet               implicitly or explicitly for safety
                            or effectiveness or any
Databases
                             comparisons to other
Press Releases                    treatments.
Having said that…..

How do we behave in the
  “real life” scenarios

     THANK YOU
BioMedical Strategy (2004) Ltd
     Clinical & Regulatory Affairs Group


Founded by: Gal Ehrlich, Ami Eyal & Orna Oz

The Team: Skilled scientists (PhDs in the
          fields of Physics Chemistry &
          Biology – TAU & the Weizmann
          Inst.)
          Trained in Clinical & Regulatory
          Affairs
BioMedical Strategy (2004) Ltd
     Clinical & Regulatory Affairs Group


Our Mission: To coordinate scientific
             endeavor with clinical &
             regulatory Affairs
             for the benefit of our clients’
             business milestones

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BIOMEDICAL STRATEGY - Patient Recruitment Presentation

  • 1. Patient Recruitment in Clinical Investigations Orna Oz, PhD BioMedical Strategy (2004) Ltd
  • 2. Patient Recruitment It all starts in the definition of the product “INDICATIONS FOR USE” • Patient recruitment is a crucial element in conducting a successful and efficient clinical study • The study validity depends on recruiting adequate number of adequate and compliant subjects that represent the study population
  • 3. Patient Recruitment Study Design Management Investigator Monitoring Selection Site Selection Support & Collaboration
  • 4. Patient Recruitment Post-market . . . Study # 3 Study #2 FIM Investigational/pre-market
  • 5. Study Design Eligibility Criteria Unbalanced Eligibility Criteria might prolong recruitment: Too many exclusions (contraindications) The more stringent exclusion criteria the more difficult it will be to recruit HOWEVER Lack of appropriate exclusion criteria may leave the study open to additional analysis of (and between) sub-populations
  • 6. Study Design Experimental Procedure Complicated (cumbersome) procedure: • Use (underlying technology and mode of use) • Too many additional assessments that accompany the pre and index procedure (MRI, Lab tests, etc…)
  • 7. Study Design Experimental Procedure Follow Up Visits Multiple follow up visits Too many visits; Too often Clinical assessment at follow up visits Multiple and out of the ordinary procedures Patient recruitment+ Compliance with follow up visits (enrolled subjects)
  • 8. Investigator Selection Opinion leader •Experienced and recognized practitioner •Involved in many similar studies •Low availability Opinion Leader Availability “Young” Practitioner •Less experienced and appreciated in the community •Highly motivated to participate and recruit •Relatively high availability
  • 9. Site Selection A “good site” is: Available to target population Communicating with community healthcare providers (co-physicians or family doctors) Can provide all, by-protocol, required clinical assessment procedures (Laboratory services, pharmacy services, imaging modalities, etc.) Has qualified and trained personnel Does not have a language barrier with Company
  • 10. Site Selection Specializing Hospitals Familiar with the disease and current procedures Rare cases, if required by eligibility criteria- this is the place to find them! ON THE OTHER HAND Specializing hospitals usually have a pool of resembling patients – Not necessarily representing study population – Complex patients in terms of health conditions (mainly complicated morbid patients). Simple cases will take time to find! • Are involved in numerous studies with same target population
  • 11. Company Role Support & Collaboration • Maintain ongoing relationships with participating site personnel – Communicate with the site on a regular basis, not only towards or during visits – Arrange Investigators meetings – Keep the site involved in the project as a whole – Remember special occasions • Be responsive to their needs and difficulties
  • 12. Company Role Support & Collaboration Continuous and close Management & Monitoring Close monitoring will promptly raise recruiting problems Close management will enable feedback and adjusted instructions from and to participating sites regarding problems and difficulties in recruitment change in study design OR study management OR elaborate additional recruitment approaches
  • 13. Recruitment Methods Advertising (Newspaper, TV, Radio): Advertisement to recruit subjects should be limited to the information the prospective subjects need to determine their eligibility and interest. Direct Mailing No claims should be made Internet implicitly or explicitly for safety or effectiveness or any Databases comparisons to other Press Releases treatments.
  • 14. Having said that….. How do we behave in the “real life” scenarios THANK YOU
  • 15. BioMedical Strategy (2004) Ltd Clinical & Regulatory Affairs Group Founded by: Gal Ehrlich, Ami Eyal & Orna Oz The Team: Skilled scientists (PhDs in the fields of Physics Chemistry & Biology – TAU & the Weizmann Inst.) Trained in Clinical & Regulatory Affairs
  • 16. BioMedical Strategy (2004) Ltd Clinical & Regulatory Affairs Group Our Mission: To coordinate scientific endeavor with clinical & regulatory Affairs for the benefit of our clients’ business milestones