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Need Specification


      BIOE141
    Ravi Pamnani
   8 October 2012
Always Start with the Unmet Need



                                  “I find out what the world
                                  needs. Then, I go ahead and
                                  invent it.”

                                  Thomas Edison
                                  Decent Inventor
                                  World’s Greatest Need-Finder, Screener,
                                  and Specifier



R. Pamnani         Need Specification v1.pptx                               2
The Journey to a Need Specification
                                                                          Spend time with the customer. Observe their daily routine,
                                               Need
                                                                          become an expert in their problems. Observe the problems in
                                           Identification                 different settings.



                                                                          Confirm the need assessment. Interview key opinion leaders,
                                         Need Validation                  review the literature, ask the following question: Why is this a
                                                                          problem? Will someone pay for a solution to this need?



                                                                          Prioritize the needs according to risk (technical, clinical,
                                          Need Screening
                                                                          regulatory, reimbursement), opportunity (market size,
                                         and Prioritization               competition, IP), capabilities of team, etc.



                                                                          How will you know that you have solved the customer’s need?
                                         Define Customer
                                                                          Ask them for criteria to determine what results they want (not
                                             Criteria                     how they wan to achieve the results).


                                                                          Need Statement
                                               Need                       Background of Clinical Problem and Market
                                            Specification                 Evidence Supporting the Need
                                                                          Description of Customer Criteria
 Yock, Brinton. Biodesign Course Lecture, 2009.
R. Pamnani                                                  Need Specification v1.pptx                                                       3
Anatomy of a Need Specification




Need Statement                                       Description of
                                                     Customer Criteria




Evidence
Supporting the                                   Background of Clinical
Need                                             Problem and Market

R. Pamnani          Need Specification v1.pptx                            4
Need Statement

        A way to

        (SOLVE PROBLEM)
           (FOR PATIENT POPULATION)
           (IN GIVEN SETTING)

        in order to

        (RESULT IN OUTCOME)

R. Pamnani                    Need Specification v1.pptx   5
Need Statement Example

        A way to

        monitor the fluid status
          of heart failure patients
          at home

        in order to

        prevent hospital admissions

R. Pamnani                      Need Specification v1.pptx   6
Objective Outcomes
   Desired Outcomes                                       As Measured By…
   Improved clinical efficacy                             Treatment success rates in clinical trials
   Increased patient safety                               Rate of adverse events in clinical trials
   Reduced cost                                           Total cost of procedure relative to available alternatives

   Improved physician/facility                            Time and resources required to perform procedure
   productivity

   Improved physician ease of use                         Solution of complex workarounds and/or the
                                                          simplification of workflow
   Improved patient convenience                           Frequency and occurrence of required treatment,
                                                          change in treatment venue (inpatient versus
                                                          outpatient, physician’s
                                                          office versus home), etc.
   Accelerated patient recovery                           Length of hospital stay, recovery period, and/or days
                                                          out of work

    Zenios et al. Biodesign: The Process of Innovating Medical Technologies. Cambridge Univ Press 2009.
R. Pamnani                                                     Need Specification v1.pptx                              7
Background of Clinical Problem and Market

        •    Disease State Fundamentals

        •    Existing Treatments

        •    Stakeholder Evaluation

        •    Market Evaluation




    Zenios et al. Biodesign: The Process of Innovating Medical Technologies. Cambridge Univ Press 2009.
R. Pamnani                                                     Need Specification v1.pptx                 8
Evidence Supporting the Need
                                                                          GAP


        •    Treatment Gap / Cost-Benefit Analysis

        •    Economic Burden Analysis

        •    Market (Patient) Segmentation

        •    Market Analysis (Size, Structure,
             Dynamics)

        •    Cycle of Care / Flow of Money




R. Pamnani                                   Need Specification v1.pptx         9
Need Criteria
                                                    Get into the weeds




      Need criteria are the key elements required and/or desired by the
      customer
    Zenios et al. Biodesign: The Process of Innovating Medical Technologies. Cambridge Univ Press 2009.
R. Pamnani                                                     Need Specification v1.pptx                 10
Need Spec Development is an Iterative Process


                   Observation                                        Research




                       Need                                                                               Validation/
                                                                 Need Criteria
                    Statement                                                                             Prototping




    Zenios et al. Biodesign: The Process of Innovating Medical Technologies. Cambridge Univ Press 2009.
R. Pamnani                                                     Need Specification v1.pptx                               11
Examples of Sources for Need Criteria
        •    Expert opinion / user input
              – One-on-one interviews, focus groups, online surveys
              – Physicians, nurses, patients, billing staff, purchasing managers, etc
        •    Clinical efficacy, safety, and medical best practices
              –   Meta-analyses / review articles
              –   Randomized controlled trials
              –   Case series, case reports
              –   Preclinical literature
              –   Textbooks, UpToDate
              –   Guidelines from Clinical Societies
        •    Reimbursement/Economic data
              – CMS Payment Schedules / Amounts
              – Economic/cost analyses (literature, AHRQ, government/Medicare reports)
        •    Epidemiological data
              – Literature, CDC, WHO, etc.

R. Pamnani                                       Need Specification v1.pptx              12
Need Criteria Example – iRhythm Technologies
        A better way to detect potential rhythm disturbances in non-
        hospitalized patients with suspected arrhythmias

    Must haves
    • Minimal impact on patient lifestyle and comfort
    • Accurately allow physicians to determine if patient’s symptoms are caused
      by an arrhythmia
    • Ability to monitor and function over extended period of time until
      arrhythmia can be ruled out
    • Inexpensive

    Nice to haves
    •        External device
    •        Allows diagnosis of arrhythmia if present
    •        Have limited to no patient involvement to function
    •        Ability to correlate symptoms to arrhythmic events
R. Pamnani                                   Need Specification v1.pptx           13
Need Criteria Case Study
Ear Infections are a Common Problem

    • Ear infections result in 17 million office visits each year
             • Including 2.65 million Emergency Department visits [2,3]
    • 30% of all antibiotic prescriptions for children are for ear
      infections [1]
    • By age 2-3, 80% of children have had at least 1 ear infection [1]
             • Peak incidence is during 6-24 months old


                                                                            [8]




R. Pamnani                                     Need Specification v1.pptx         15
Typical progression of an ear infection


                                   Eustachian Tube becomes
         Child catches a cold
                                  swollen at opening to nose


 Fluid begins slowly draining                                        Fluid accumulates in the
     (2 weeks - 6 months)                                               middle ear (OME)



             Infection subsides                                     Infection spreads from nose
               (24 - 72 hours)                                         into fluid in ear (AOM)



                                  Inflammation causes pain
R. Pamnani                             Need Specification v1.pptx                                 16
Ear Fluid vs. Ear Infection
         Otitis Media with Effusion (OME) = “ear fluid” [1]
                                                      ”
                  • Also known as “glue ear” or “serous otitis media”
                  • Fluid is present in the ear but it is not infected
                  • Typically precedes and follows an ear infection
                                                                                                                 • Bulging or full ear drum
                  • Symptoms = hearing loss (typically 25dB)
                                                                                                                 • Cloudy and opaque
                  • Anibiotics will not help                                                                     • Air-level or bubbles

             Acute Otitis Media (AOM) = “ear infection” [1]
                                                      ”
                  • Fluid is usually still present
                  • Middle ear is infected and inflamed causing pain
                  • Symptoms: otalgia (ear ache), fever, otorrhea (discharge)
                  • Can resolve on its own, antibiotics has limited effectiveness –
                    may speed up resolution in some cases                                                     • Red or pink ear drum
                                                                                                              • Inflamed tissue

                                                           Age                                       Condition                     Treatment
    2004 updates by AAP:                                < 6 month                          Certain / Uncertain Diagnosis           Antibiotics
    …but only 15% of pediatricians follow            6 month - 2 years                          Uncertain Diagnosis               Wait and see
    this guideline [5]
                                                         > 2 years                        Certain Diagnosis but non-severe        Wait and see

R. Pamnani                                                   Need Specification v1.pptx                                                          17
Existing Treatment Options
                        Otitis Media w/ Effusion                                   Acute Otitis Media
                        • Fluid not infected so antibiotics won’t help
                                                                                   •   80-90% of AOM will resolve on its own
      Watchful          • Correct diagnosis between AOM vs. OME
                                                                                   •   Challenging to convince concerned
      waiting [5]         can be difficult (pediatricians = 50%
                                                                                       parents with a crying baby to “wait”
                          accurate; pediatric ENT = 75%)
                        •   N/A unless progresses to AOM                           • Questionable efficacy: shorten symptoms
                        •   Difficulty in diagnosis and alternatives for             by 1 day in 5-14% of children [1]
      Antibiotics [4]       acute treatment leads to overuse, even in              • Antibiotic resistance = top concern for
                            AOM                                                      CDC
                        •   Ineffective for chronic OME (incision closes
                                                                                   •   Does not resolve underlying infection,
      Myringotomy           in a couple of days), but can relieve pain
                                                                                       but may relieve pain symptoms
      [6,7]                 symptoms while a single episode of OME
                                                                                       temporarily while AOM resolves on own
                            resolves
      Laser             •   Better for chronic OME (incision closes in             •   Does not resolve underlying infection,
      myringotomy           several weeks) but still not great, can                    but may relieve pain symptoms
      [7]                   relieve pain symptoms while OME resolves                   temporarily while AOM resolves on own

                        •   Ventilates middle ear for 12-14 months –
      Tympanostomy                                                                 •   Ventilates middle ear for 12-14 months –
                            only indicated in chronic OME with hearing
      tubes [6,7]                                                                      only when 3 infections in 6 months
                            loss

                        •   Can be effective , considered a potentially            •   Can be effective in reducing pain
      Otovent / Ear
                            effective alternative while waiting and                    symptoms over time while AOM resolves
      Popper [9]            seeing, since low cost                                     on own

R. Pamnani                                            Need Specification v1.pptx                                                  18
Typical progression of an ear infection


                         16 million                                                                  650,000




 Ear infection onset,    Pediatrician visit     Antibiotics may be                                   Myringotomy +
   significant pain                           prescribed (even if not                             Tympanostomy tube
                                              indicated); may or may                ENT visit
                                                                                                placement under general
                                                 not resolve pain                                     anesthesia




                        Assuming 2 visits per child, and two ears per child –
             325,000 children undergoing surgery / 8 million total children seeking care

                    ~4% of children seeking medical care require an intervention


R. Pamnani                                             Need Specification v1.pptx                                         19
Need Criteria – Hands-On
        A way to relieve the symptoms of ear infections in children with
        non-chronic, middle ear fluid that is more effective than
        systemic antibiotics.

    Must haves
    •
    •
    •
    •

    Nice to haves
    •
    •
    •



R. Pamnani                          Need Specification v1.pptx             20
Need Criteria – Hands-On – Example
        A way to relieve the symptoms of ear infections in children with
        non-chronic, middle ear fluid that is more effective than
        systemic antibiotics.

    Must Have                                                  Nice to Have
    • Can be performed without general                         • Cost less than antibiotic treatment
      anesthesia
                                                               • Able to be done at the time of diagnosis
    • Relieve symptoms more effectively than
                                                               • One-time solution
      antibiotic treatments (61% resolution
      within 24 hours [11])                                    • Can be done at home
    • Cost less than myringotomy ($179 - non-                  • Causes no pain
      facility)
    • Causes minimal peri-operative pain
    • Tolerable by x% of children
    • Skill level: pediatrician
R. Pamnani                                 Need Specification v1.pptx                                       21
References and Citations
        1. Klein. Acute otitis media in children: epidemiology, pathogenesis, clinical manifestations, and
           complications. UpToDate 2010
        2. Johnson. Pediatric Acute Otitis Media: The Case For Delayed Antibiotic Treatment. J Emerg
           Med 2007;32(3):279-284
        3. CDC. National Hospital Ambulatory Medical Care Survey. 2005 Outpatient Department
           Summary.
        4. Tahtinen. A Placebo-Controlled Trial of Antimicrobial Treatment for Acute Otitis Media. NEJM
           2011;364(2):116-126.
        5. Tarkan. Ear Infections Too Often Misdiagnosed, Then Overtreated. 2/12/2008.
           http://health.nytimes.com/ref/health/healthguide/esn-earinfections-ess.html
        6. Kerr. Pediatric Tympanostomy Tube Use Steadily Rising; Trend Shows Significant Overuse.
           Medscape. 5/4/2009. http://www.medscape.com/viewarticle/702400.
        7. Isaacson. Overview of tympanostomy tube placement and medical care of children with
           tympanostomy tubes. UpToDate 2010
        8. Bhattacharya. Ambulatory pediatric otolaryngologic procedures in the United States:
           characteristics and perioperative safety. Laryngoscope 2010;120(4):821-825
        9. OtoventÂŽ Auto Ear Inflation. Invotec International, Inc. Accessed 9/30/2012.
           http://www.invotec.net/otovent.html


R. Pamnani                                         Need Specification v1.pptx                                22

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Need specification v1

  • 1. Need Specification BIOE141 Ravi Pamnani 8 October 2012
  • 2. Always Start with the Unmet Need “I find out what the world needs. Then, I go ahead and invent it.” Thomas Edison Decent Inventor World’s Greatest Need-Finder, Screener, and Specifier R. Pamnani Need Specification v1.pptx 2
  • 3. The Journey to a Need Specification Spend time with the customer. Observe their daily routine, Need become an expert in their problems. Observe the problems in Identification different settings. Confirm the need assessment. Interview key opinion leaders, Need Validation review the literature, ask the following question: Why is this a problem? Will someone pay for a solution to this need? Prioritize the needs according to risk (technical, clinical, Need Screening regulatory, reimbursement), opportunity (market size, and Prioritization competition, IP), capabilities of team, etc. How will you know that you have solved the customer’s need? Define Customer Ask them for criteria to determine what results they want (not Criteria how they wan to achieve the results). Need Statement Need Background of Clinical Problem and Market Specification Evidence Supporting the Need Description of Customer Criteria Yock, Brinton. Biodesign Course Lecture, 2009. R. Pamnani Need Specification v1.pptx 3
  • 4. Anatomy of a Need Specification Need Statement Description of Customer Criteria Evidence Supporting the Background of Clinical Need Problem and Market R. Pamnani Need Specification v1.pptx 4
  • 5. Need Statement A way to (SOLVE PROBLEM) (FOR PATIENT POPULATION) (IN GIVEN SETTING) in order to (RESULT IN OUTCOME) R. Pamnani Need Specification v1.pptx 5
  • 6. Need Statement Example A way to monitor the fluid status of heart failure patients at home in order to prevent hospital admissions R. Pamnani Need Specification v1.pptx 6
  • 7. Objective Outcomes Desired Outcomes As Measured By… Improved clinical efficacy Treatment success rates in clinical trials Increased patient safety Rate of adverse events in clinical trials Reduced cost Total cost of procedure relative to available alternatives Improved physician/facility Time and resources required to perform procedure productivity Improved physician ease of use Solution of complex workarounds and/or the simplification of workflow Improved patient convenience Frequency and occurrence of required treatment, change in treatment venue (inpatient versus outpatient, physician’s office versus home), etc. Accelerated patient recovery Length of hospital stay, recovery period, and/or days out of work Zenios et al. Biodesign: The Process of Innovating Medical Technologies. Cambridge Univ Press 2009. R. Pamnani Need Specification v1.pptx 7
  • 8. Background of Clinical Problem and Market • Disease State Fundamentals • Existing Treatments • Stakeholder Evaluation • Market Evaluation Zenios et al. Biodesign: The Process of Innovating Medical Technologies. Cambridge Univ Press 2009. R. Pamnani Need Specification v1.pptx 8
  • 9. Evidence Supporting the Need GAP • Treatment Gap / Cost-Benefit Analysis • Economic Burden Analysis • Market (Patient) Segmentation • Market Analysis (Size, Structure, Dynamics) • Cycle of Care / Flow of Money R. Pamnani Need Specification v1.pptx 9
  • 10. Need Criteria Get into the weeds Need criteria are the key elements required and/or desired by the customer Zenios et al. Biodesign: The Process of Innovating Medical Technologies. Cambridge Univ Press 2009. R. Pamnani Need Specification v1.pptx 10
  • 11. Need Spec Development is an Iterative Process Observation Research Need Validation/ Need Criteria Statement Prototping Zenios et al. Biodesign: The Process of Innovating Medical Technologies. Cambridge Univ Press 2009. R. Pamnani Need Specification v1.pptx 11
  • 12. Examples of Sources for Need Criteria • Expert opinion / user input – One-on-one interviews, focus groups, online surveys – Physicians, nurses, patients, billing staff, purchasing managers, etc • Clinical efficacy, safety, and medical best practices – Meta-analyses / review articles – Randomized controlled trials – Case series, case reports – Preclinical literature – Textbooks, UpToDate – Guidelines from Clinical Societies • Reimbursement/Economic data – CMS Payment Schedules / Amounts – Economic/cost analyses (literature, AHRQ, government/Medicare reports) • Epidemiological data – Literature, CDC, WHO, etc. R. Pamnani Need Specification v1.pptx 12
  • 13. Need Criteria Example – iRhythm Technologies A better way to detect potential rhythm disturbances in non- hospitalized patients with suspected arrhythmias Must haves • Minimal impact on patient lifestyle and comfort • Accurately allow physicians to determine if patient’s symptoms are caused by an arrhythmia • Ability to monitor and function over extended period of time until arrhythmia can be ruled out • Inexpensive Nice to haves • External device • Allows diagnosis of arrhythmia if present • Have limited to no patient involvement to function • Ability to correlate symptoms to arrhythmic events R. Pamnani Need Specification v1.pptx 13
  • 15. Ear Infections are a Common Problem • Ear infections result in 17 million office visits each year • Including 2.65 million Emergency Department visits [2,3] • 30% of all antibiotic prescriptions for children are for ear infections [1] • By age 2-3, 80% of children have had at least 1 ear infection [1] • Peak incidence is during 6-24 months old [8] R. Pamnani Need Specification v1.pptx 15
  • 16. Typical progression of an ear infection Eustachian Tube becomes Child catches a cold swollen at opening to nose Fluid begins slowly draining Fluid accumulates in the (2 weeks - 6 months) middle ear (OME) Infection subsides Infection spreads from nose (24 - 72 hours) into fluid in ear (AOM) Inflammation causes pain R. Pamnani Need Specification v1.pptx 16
  • 17. Ear Fluid vs. Ear Infection Otitis Media with Effusion (OME) = “ear fluid” [1] ” • Also known as “glue ear” or “serous otitis media” • Fluid is present in the ear but it is not infected • Typically precedes and follows an ear infection • Bulging or full ear drum • Symptoms = hearing loss (typically 25dB) • Cloudy and opaque • Anibiotics will not help • Air-level or bubbles Acute Otitis Media (AOM) = “ear infection” [1] ” • Fluid is usually still present • Middle ear is infected and inflamed causing pain • Symptoms: otalgia (ear ache), fever, otorrhea (discharge) • Can resolve on its own, antibiotics has limited effectiveness – may speed up resolution in some cases • Red or pink ear drum • Inflamed tissue Age Condition Treatment 2004 updates by AAP: < 6 month Certain / Uncertain Diagnosis Antibiotics …but only 15% of pediatricians follow 6 month - 2 years Uncertain Diagnosis Wait and see this guideline [5] > 2 years Certain Diagnosis but non-severe Wait and see R. Pamnani Need Specification v1.pptx 17
  • 18. Existing Treatment Options Otitis Media w/ Effusion Acute Otitis Media • Fluid not infected so antibiotics won’t help • 80-90% of AOM will resolve on its own Watchful • Correct diagnosis between AOM vs. OME • Challenging to convince concerned waiting [5] can be difficult (pediatricians = 50% parents with a crying baby to “wait” accurate; pediatric ENT = 75%) • N/A unless progresses to AOM • Questionable efficacy: shorten symptoms • Difficulty in diagnosis and alternatives for by 1 day in 5-14% of children [1] Antibiotics [4] acute treatment leads to overuse, even in • Antibiotic resistance = top concern for AOM CDC • Ineffective for chronic OME (incision closes • Does not resolve underlying infection, Myringotomy in a couple of days), but can relieve pain but may relieve pain symptoms [6,7] symptoms while a single episode of OME temporarily while AOM resolves on own resolves Laser • Better for chronic OME (incision closes in • Does not resolve underlying infection, myringotomy several weeks) but still not great, can but may relieve pain symptoms [7] relieve pain symptoms while OME resolves temporarily while AOM resolves on own • Ventilates middle ear for 12-14 months – Tympanostomy • Ventilates middle ear for 12-14 months – only indicated in chronic OME with hearing tubes [6,7] only when 3 infections in 6 months loss • Can be effective , considered a potentially • Can be effective in reducing pain Otovent / Ear effective alternative while waiting and symptoms over time while AOM resolves Popper [9] seeing, since low cost on own R. Pamnani Need Specification v1.pptx 18
  • 19. Typical progression of an ear infection 16 million 650,000 Ear infection onset, Pediatrician visit Antibiotics may be Myringotomy + significant pain prescribed (even if not Tympanostomy tube indicated); may or may ENT visit placement under general not resolve pain anesthesia Assuming 2 visits per child, and two ears per child – 325,000 children undergoing surgery / 8 million total children seeking care ~4% of children seeking medical care require an intervention R. Pamnani Need Specification v1.pptx 19
  • 20. Need Criteria – Hands-On A way to relieve the symptoms of ear infections in children with non-chronic, middle ear fluid that is more effective than systemic antibiotics. Must haves • • • • Nice to haves • • • R. Pamnani Need Specification v1.pptx 20
  • 21. Need Criteria – Hands-On – Example A way to relieve the symptoms of ear infections in children with non-chronic, middle ear fluid that is more effective than systemic antibiotics. Must Have Nice to Have • Can be performed without general • Cost less than antibiotic treatment anesthesia • Able to be done at the time of diagnosis • Relieve symptoms more effectively than • One-time solution antibiotic treatments (61% resolution within 24 hours [11]) • Can be done at home • Cost less than myringotomy ($179 - non- • Causes no pain facility) • Causes minimal peri-operative pain • Tolerable by x% of children • Skill level: pediatrician R. Pamnani Need Specification v1.pptx 21
  • 22. References and Citations 1. Klein. Acute otitis media in children: epidemiology, pathogenesis, clinical manifestations, and complications. UpToDate 2010 2. Johnson. Pediatric Acute Otitis Media: The Case For Delayed Antibiotic Treatment. J Emerg Med 2007;32(3):279-284 3. CDC. National Hospital Ambulatory Medical Care Survey. 2005 Outpatient Department Summary. 4. Tahtinen. A Placebo-Controlled Trial of Antimicrobial Treatment for Acute Otitis Media. NEJM 2011;364(2):116-126. 5. Tarkan. Ear Infections Too Often Misdiagnosed, Then Overtreated. 2/12/2008. http://health.nytimes.com/ref/health/healthguide/esn-earinfections-ess.html 6. Kerr. Pediatric Tympanostomy Tube Use Steadily Rising; Trend Shows Significant Overuse. Medscape. 5/4/2009. http://www.medscape.com/viewarticle/702400. 7. Isaacson. Overview of tympanostomy tube placement and medical care of children with tympanostomy tubes. UpToDate 2010 8. Bhattacharya. Ambulatory pediatric otolaryngologic procedures in the United States: characteristics and perioperative safety. Laryngoscope 2010;120(4):821-825 9. OtoventÂŽ Auto Ear Inflation. Invotec International, Inc. Accessed 9/30/2012. http://www.invotec.net/otovent.html R. Pamnani Need Specification v1.pptx 22