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Site Identification and Patient Recruitment and Retention –
a perfect union
      f t i


Tom Macek, PharmD, PhD
Senior Fellow, Clinical Sciences
Takeda Global Research and Development
Factors that determine study success
• Assuming a drug or product is safe and effective, the
  following are critical

  ▫ Appropriate p
     pp p       patient recruitment
  ▫ Appropriate site selection
  ▫ Appropriate subject participation (retention)
Determinants of quality
                q     y
              sites




            Quality


patients                  participation
Factors that determine study success
• Interdependence of these factors
  ▫ Negative impact of speed on quality

• Difficult challenge by sponsors to determine
  performance of each
  ▫ Especially during conduct of ongoing studies that
    may be double blind
  ▫ Often – quality only known or assessed at end of
    study
  ▫ U ili i metrics or methodologies to asses quality
    Utilizing     i         h d l i                li
    in ongoing study
Sponsor pressures impact quality
• Internal pressures of sponsor
  ▫ Expectations of management
  ▫ Realistic timelines
  ▫ Unknown negative

• External pressures of sponsor
           p             p
  ▫ Expectations of investors
  ▫ Expectations of patients and advocacy groups
  ▫ Competing competitor programs or products
Managing internal and external pressures
• Common methods to manage these pressures
  within a clinical study
  ▫ Add more sites
  ▫ Loosen Inclusion/Exclusion criteria
  ▫ Conduct more studies
     With limited investment prior to Phase 3
  ▫ Enhanced recruitment and retention measures
  ▫ Others?
General issues for consideration
• What constitutes quality within a study?
• Is a quality study only defined by positive
  results?
• How to define quality of these factors?
• What subjective or objective measures do we
  utilize for each factor
General issues for consideration
• What ongoing (during study) measures of
  performance can be utilized
• How to utilize novel tools of patient recruitment
  and retention
• Are measures of quality dependent upon
  therapeutic area?
       p
  ▫ Example - is the use of central monitoring of
    patient ratings by PI (in psychiatry/neurology)
    enhancing ability t d t t signal?
      h    i     bilit to detect i    l?
Selecting appropriate sites for a study
• What are subjective measures that are utilized in
  identifying appropriate sites?

  ▫ Are positive sponsor-CRO-PI relationships
                 sponsor CRO PI
    important to ensuring quality?
Selecting appropriate sites for a study
• What objective measures are utilized for site
  selection?

  ▫ Past performance – how to quantify quality
     Is rate of enrollment appropriate measure of q
                            pp p                  quality?
                                                        y
     What measures of quality could be utilized to asses site
     performance?
       Metrics of site training
       Placebo versus active control
  ▫ Operational measures of performance
     Are number of queries or other operational measures a
     true measure of site performance?
  ▫ Other methods?
Utilizing appropriate recruitment measures
• What common methods do we utilize for patient
  recruitment?
  ▫ How do these methods ensuring that the patients
    recruited are appropriate for the study?
                    pp p                  y
  ▫ What are the pros/cons of advertising or using
    referral networks for study recruitment?
  ▫ How can social networking or other technologies
    be utilized to enhance patient recruitment?
Utilizing appropriate retention measures
• Is patient retention a surrogate of quality?
  ▫ Are there any instances in which patient retention may
    be a hindrance to quality?
     Is it possible to encourage patient retention to a point in
     which it has a negative impact on quality?
  ▫ What are the motivating factors to patients to remain
    in study?
     Can financial or other incentives be detrimental to study
     quality?
  ▫ What methods or techniques can be utilized to help
    ensure that the appropriate patients are participating
    in your study?
Determinants of quality
                q     y
              sites




            Quality


patients                  participation

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Site Identification and Patient Recruitment and Retention – A Perfect Union - Tom Macek, Takeda Global Research and Development

  • 1. Site Identification and Patient Recruitment and Retention – a perfect union f t i Tom Macek, PharmD, PhD Senior Fellow, Clinical Sciences Takeda Global Research and Development
  • 2. Factors that determine study success • Assuming a drug or product is safe and effective, the following are critical ▫ Appropriate p pp p patient recruitment ▫ Appropriate site selection ▫ Appropriate subject participation (retention)
  • 3. Determinants of quality q y sites Quality patients participation
  • 4. Factors that determine study success • Interdependence of these factors ▫ Negative impact of speed on quality • Difficult challenge by sponsors to determine performance of each ▫ Especially during conduct of ongoing studies that may be double blind ▫ Often – quality only known or assessed at end of study ▫ U ili i metrics or methodologies to asses quality Utilizing i h d l i li in ongoing study
  • 5. Sponsor pressures impact quality • Internal pressures of sponsor ▫ Expectations of management ▫ Realistic timelines ▫ Unknown negative • External pressures of sponsor p p ▫ Expectations of investors ▫ Expectations of patients and advocacy groups ▫ Competing competitor programs or products
  • 6. Managing internal and external pressures • Common methods to manage these pressures within a clinical study ▫ Add more sites ▫ Loosen Inclusion/Exclusion criteria ▫ Conduct more studies With limited investment prior to Phase 3 ▫ Enhanced recruitment and retention measures ▫ Others?
  • 7. General issues for consideration • What constitutes quality within a study? • Is a quality study only defined by positive results? • How to define quality of these factors? • What subjective or objective measures do we utilize for each factor
  • 8. General issues for consideration • What ongoing (during study) measures of performance can be utilized • How to utilize novel tools of patient recruitment and retention • Are measures of quality dependent upon therapeutic area? p ▫ Example - is the use of central monitoring of patient ratings by PI (in psychiatry/neurology) enhancing ability t d t t signal? h i bilit to detect i l?
  • 9. Selecting appropriate sites for a study • What are subjective measures that are utilized in identifying appropriate sites? ▫ Are positive sponsor-CRO-PI relationships sponsor CRO PI important to ensuring quality?
  • 10. Selecting appropriate sites for a study • What objective measures are utilized for site selection? ▫ Past performance – how to quantify quality Is rate of enrollment appropriate measure of q pp p quality? y What measures of quality could be utilized to asses site performance? Metrics of site training Placebo versus active control ▫ Operational measures of performance Are number of queries or other operational measures a true measure of site performance? ▫ Other methods?
  • 11. Utilizing appropriate recruitment measures • What common methods do we utilize for patient recruitment? ▫ How do these methods ensuring that the patients recruited are appropriate for the study? pp p y ▫ What are the pros/cons of advertising or using referral networks for study recruitment? ▫ How can social networking or other technologies be utilized to enhance patient recruitment?
  • 12. Utilizing appropriate retention measures • Is patient retention a surrogate of quality? ▫ Are there any instances in which patient retention may be a hindrance to quality? Is it possible to encourage patient retention to a point in which it has a negative impact on quality? ▫ What are the motivating factors to patients to remain in study? Can financial or other incentives be detrimental to study quality? ▫ What methods or techniques can be utilized to help ensure that the appropriate patients are participating in your study?
  • 13. Determinants of quality q y sites Quality patients participation