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Patient Recruitment: Sites key to patient search - ICON plc

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<strong>Patient</strong> <strong>Recruitment</strong>: <strong>Sites</strong> <strong>key</strong> <strong>to</strong> <strong>patient</strong> <strong>search</strong><br />

Even as new <strong>to</strong>ols emerge for <strong>patient</strong> outreach, better engagement with trial sites is a must if<br />

rising enrollment demands are <strong>to</strong> be met<br />

by Michael D. Christel<br />

Several converging forces in the world of clinical development are causing drug sponsors <strong>to</strong><br />

aggressively re<strong>to</strong>ol strategies in <strong>patient</strong> recruitment, as traditional outreach approaches can no longer<br />

guarantee desired results and meet rising enrollment demands. With the evolution of personalized<br />

medicine, pharmaceutical and biotechnology companies are increasingly emphasizing biomarkers in<br />

their clinical trials, thus segmenting <strong>patient</strong> populations and adding complexity <strong>to</strong> already complicated<br />

pro<strong>to</strong>col designs. In addition, even as more clinical trials shift <strong>to</strong> emerging markets <strong>to</strong> improve <strong>patient</strong><br />

access and reduce study cost, the increasing competition in these regions for the same untapped<br />

treatment markets has posed yet another challenge <strong>to</strong> recruitment strategies.<br />

Meanwhile, sponsors and contract re<strong>search</strong> organizations are dealing with growing pressure from<br />

safety-sensitive regula<strong>to</strong>ry authorities <strong>to</strong> produce more complete data packages. This means higher<br />

<strong>patient</strong> enrollment is needed in many late-stage trials. Also, FDA and others are asking drugmakers <strong>to</strong><br />

deliver greater outcomes data on new drugs in real-world <strong>patient</strong> settings.<br />

These mounting challenges have compelled sponsors, CROs, and <strong>patient</strong> recruitment agencies <strong>to</strong><br />

explore more creative methods in <strong>patient</strong> outreach and retention, as well as better approaches in<br />

training and engaging science-focused sites and investiga<strong>to</strong>rs on a recruitment campaign from the<br />

onset. Experts also point <strong>to</strong> the growing role of digital-based recruitment, where the use of social media<br />

is drawing particular attention, in reaching harder-<strong>to</strong>-find <strong>patient</strong>s and investiga<strong>to</strong>rs.<br />

With these pressures, the pharma industry has been pushed from simply acknowledging the longdocumented<br />

woes in <strong>patient</strong> recruitment and compliance <strong>to</strong> addressing the problems with new<br />

solutions. Even with these efforts, slow recruitment or inadequate retention of trial subjects continues <strong>to</strong><br />

be a leading cause of study delays, with 85 percent of clinical trials failing <strong>to</strong> retain enough <strong>patient</strong>s and<br />

the average <strong>patient</strong> dropout rate across all clinical trials being around 30 percent.<br />

Overall, two-thirds of sites fail <strong>to</strong> meet original <strong>patient</strong> enrollment requirements for a given trial,<br />

according <strong>to</strong> the Tufts Center for the Study of Drug Development (csdd.tufts.edu).<br />

Some acknowledge that broadly blaming low enrollment numbers on the perception that the general<br />

public is disenchanted with clinical re<strong>search</strong> can be misguided, and that there may be more practical<br />

fac<strong>to</strong>rs at fault.<br />

“For individuals that participate in a clinical trial, <strong>to</strong> a large extent most of them have a passion <strong>to</strong> do<br />

that, because they want <strong>to</strong> help fellow sufferers of their particular disease state try <strong>to</strong> find potential<br />

cures or treatments that will alleviate a number of the symp<strong>to</strong>ms,” says Terri Cooper, Ph.D., principal<br />

and national leader, Life Sciences R&D Practice, Deloitte Consulting LLC (deloitte.com). “They’re<br />

pretty keen <strong>to</strong> be involved. But I see some of the life sciences companies or study teams don’t give<br />

enough thought <strong>to</strong> what is the additional amount of pressure that you’re putting on somebody <strong>to</strong><br />

participate in a clinical trial.”<br />

Those pressures can include burdensome <strong>patient</strong> visit schedules, multiple blood tests, and in some


cases requirement for biopsy samples <strong>to</strong> evaluate biomarkers – demands that usually fall outside of<br />

standard treatment care for a typical <strong>patient</strong>.<br />

Although a balance needs <strong>to</strong> be sought between easing demands on <strong>patient</strong>s and generating complete<br />

enough data on the efficacy and safety of a proposed drug, the root problems for <strong>patient</strong> recruitment<br />

usually arise much earlier. With an increasing number of drugmakers focusing on more complex<br />

disease areas like oncology, the pool of available subjects for clinical trials has dwindled, and, thus, the<br />

job of finding treatment-naive <strong>patient</strong>s has become more daunting.<br />

<strong>Patient</strong>-site alignment<br />

As a result of smaller <strong>patient</strong> pools, it is imperative, experts stress, for sponsors <strong>to</strong> clearly define the<br />

given <strong>patient</strong> population for a study and therapeutically and logistically, match the right physician<br />

investiga<strong>to</strong>r and hospital setting with the right subjects. This is a feat that is not as easy as it sounds.<br />

“That’s where a lot of times there are gaps,” says Kim Boericke, global VP, site services and strategic<br />

outsourcing, i3 Re<strong>search</strong>, the CRO division of i3 (i3global.com). “You either have access <strong>to</strong> the right<br />

<strong>patient</strong> population, but you have the wrong physician, or you have the right physician but you don’t<br />

have access <strong>to</strong> the right <strong>patient</strong> population. If you can connect those two, then the whole concern about<br />

<strong>patient</strong> recruitment starts <strong>to</strong> go away, because you’ve got the right foundation and the right building<br />

blocks <strong>to</strong> create that successful environment.”<br />

The basic job of identifying qualified investiga<strong>to</strong>rs and sites, however, can be difficult. The number of<br />

physicians willing <strong>to</strong> conduct clinical re<strong>search</strong> has dipped steadily in recent years, with recent data<br />

estimating that as many as 70 percent of investiga<strong>to</strong>rs only conduct one trial. The declining involvement<br />

can be attributed <strong>to</strong> negative experiences running a clinical trial, unwieldy schedule demands for<br />

already time-strapped doc<strong>to</strong>rs, as well as a lack of understanding from sponsors and CROs on the<br />

reasons driving an investiga<strong>to</strong>r <strong>to</strong> participate.<br />

“At times, there’s still <strong>to</strong>o much of an emphasis from a life sciences company <strong>to</strong> think, ‘Well, [the<br />

physician] needs <strong>to</strong> do this study; we expect you <strong>to</strong> drop everything,’” Dr. Cooper says. “You really<br />

have <strong>to</strong> think about how are you driving the motivation of the investiga<strong>to</strong>r, and how are you going <strong>to</strong><br />

primarily keep them engaged and interested that they want <strong>to</strong> start another study.”<br />

Achieving those results requires the close involvement of sites when forming outreach campaigns and<br />

tailoring clinical trial advertising <strong>to</strong> local communities. Carmen Gonzales, manager of strategy and<br />

communications at <strong>patient</strong> recruitment provider Healthcare Communications Group (hcg.com), says<br />

there needs <strong>to</strong> be a uniform application of strategy among sponsors, study coordina<strong>to</strong>rs, investiga<strong>to</strong>rs,<br />

and clinical re<strong>search</strong> associates around a <strong>patient</strong> recruitment program, even before the actual outreach<br />

begins.<br />

This includes training sites properly in introducing a study opportunity <strong>to</strong> a prospective <strong>patient</strong> and how<br />

<strong>to</strong> support that <strong>patient</strong> during the screening process.<br />

“If they don’t evaluate a <strong>patient</strong> properly at the beginning, down the road they’re going <strong>to</strong> have a<br />

retention problem,” Ms. Gonzales says.<br />

Therefore, she contends that <strong>patient</strong> selection should not end when a subject meets a study’s<br />

inclusionary requirements, but regular follow-up is necessary <strong>to</strong> identify any potential conflicts that<br />

might arise, such as family objections <strong>to</strong> study involvement or logistical or transportation issues that<br />

could interrupt scheduled clinic visits.


“Without being trained and going through that proper evaluation process, you can really upend an<br />

entire recruitment effort,” Ms. Gonzales says.<br />

Due <strong>to</strong> those possibilities, sites also need <strong>to</strong> be willing <strong>to</strong> take on added assistance that they might not<br />

have received in past studies, particularly in helping <strong>to</strong> identify the unique drivers for <strong>patient</strong> or<br />

caregiver motivation in the target population. When a specialist recruitment provider or CRO are<br />

brought in<strong>to</strong> the process, sites often think it is due <strong>to</strong> inadequate performance, but experts stress that is<br />

usually not the case.<br />

“Lots of times, the clinical team looks at it from the perspective of, ‘Here’s probably a superior new<br />

treatment and we just expect that everyone would know about it and be enthusiastic <strong>to</strong> enroll,’” says<br />

Frank Kilpatrick, president, Healthcare Communications Group. “In our world, it’s a lot more of a<br />

nuanced process, where we really need <strong>to</strong> identify the very specific <strong>patient</strong> motivations. Because it’s<br />

less than immediately obvious what’s going <strong>to</strong> compel people <strong>to</strong> even consider participating.”<br />

To aid sites in these determinations, several CROs and recruitment agencies are now routinely<br />

conducting Web-based training for <strong>patient</strong> enrollment for all of their trials involving a recruitment<br />

campaign. In addition, many companies have ongoing relationships with sites and employ their own<br />

<strong>patient</strong> recruitment project managers that are in charge of helping and supporting sites in addressing<br />

issues around enrollment. They also provide site management technology, allowing clinical re<strong>search</strong><br />

teams <strong>to</strong> communicate directly with the CRO, who, in turn, can keep track of enrollment progress.<br />

“There are lots of reasons why sites might not be able <strong>to</strong> recruit <strong>patient</strong>s,” says Martin Lee, M.D., VP of<br />

site and <strong>patient</strong> recruitment, PPD Inc. (ppdi.com). “It might be lack of sufficient <strong>patient</strong> populations, lack<br />

of ability <strong>to</strong> identify the <strong>patient</strong>s, or lack of ability <strong>to</strong> reach out or knowledge on how <strong>to</strong> reach out. So, we<br />

really try <strong>to</strong> troubleshoot what are the issues of individual sites, and what can we do <strong>to</strong> support those<br />

sites <strong>to</strong> improve their recruitment.”<br />

Tammy Ice, direc<strong>to</strong>r, <strong>patient</strong> recruitment and investiga<strong>to</strong>r services, INC Re<strong>search</strong> (incre<strong>search</strong>.com),<br />

manages a team at the CRO that tracks and analyzes recruitment initiatives and <strong>patient</strong> enrollment<br />

performance for clinical studies and identifies areas or sites requiring attention and improvement. Her<br />

team moni<strong>to</strong>rs the recruitment effectiveness of all techniques recommended for a study, and interacts<br />

with principal investiga<strong>to</strong>rs and field study moni<strong>to</strong>rs as needed for site-specific planning.<br />

In evaluating site recruitment performance, INC Re<strong>search</strong> uses four basic criteria, according <strong>to</strong> Ms. Ice.<br />

One, did the site generate sufficient interest in the trial program, including evidence of hits <strong>to</strong> studyadvertised<br />

Websites, messages <strong>to</strong> the call center, or in-person visits <strong>to</strong> the site location? Then, if there<br />

was significant interest, did the interest result in <strong>patient</strong>s being screened for the study and ultimately<br />

enrolling in the program? Lastly, did the subject complete the entire study or did they have <strong>to</strong> drop out?<br />

Marketing agencies such as Blue Chip Marketing Worldwide (bluechipmarketingworldwide.com)<br />

have also stepped up support services around subject enrollment. Tracy Slutzky, the agency’s direc<strong>to</strong>r<br />

of marketing, says the study coordina<strong>to</strong>r plays a particularly vital role in the recruitment effort, because<br />

they are usually the first human contact prospective <strong>patient</strong>s have with the site.<br />

“They are not usually trained in sales or cus<strong>to</strong>mer service, but that’s a big part of their job, in being<br />

successful and enrolling <strong>patient</strong>s in<strong>to</strong> the study,” Ms. Slutzky says.<br />

Neil Weisman, executive VP and general manager, Blue Chip Marketing, describes the relationship a<br />

step further, calling coordina<strong>to</strong>rs “gatekeepers” for study enrollment. He contends that the trial<br />

coordina<strong>to</strong>r is usually the one who will ultimately make or break a <strong>patient</strong>’s decision <strong>to</strong> participate in


clinical re<strong>search</strong>. Influencing fac<strong>to</strong>rs include how sensitive are coordina<strong>to</strong>rs <strong>to</strong> <strong>patient</strong> concerns, are<br />

coordina<strong>to</strong>rs well informed about the study, and are they willing <strong>to</strong> problem solve if a <strong>patient</strong> has any<br />

challenges and fears about the trial?<br />

“They have <strong>to</strong> be equipped <strong>to</strong> answer all of those things,” Mr. Weisman says. “They have <strong>to</strong> be<br />

equipped <strong>to</strong> manage those conversations and get them motivated or else the study will fall apart. If you<br />

don’t have a good coordina<strong>to</strong>r who knows how <strong>to</strong> connect with <strong>patient</strong>s, I don’t care how many [referral]<br />

leads you send them and how efficient they are, they’re not going <strong>to</strong> get anyone in<strong>to</strong> the clinic.”<br />

It is crucial, therefore, <strong>to</strong> focus significant time on upfront training at sites <strong>to</strong> raise enthusiasm about the<br />

trial among the clinical team and set expectations around what kind of outreach will be required,<br />

according <strong>to</strong> Ms. Slutzky.<br />

One technique Blue Chip uses in this area is creating a study-specific brand, not only <strong>to</strong> appeal <strong>to</strong><br />

potential <strong>patient</strong>s but also help study coordina<strong>to</strong>rs and physicians feel good about the trial and their<br />

pursuits in developing potential therapies that could help <strong>patient</strong>s.<br />

Feasibility fac<strong>to</strong>r<br />

Despite efforts <strong>to</strong> more effectively engage sites in <strong>patient</strong> outreach, investiga<strong>to</strong>rs are, often handcuffed<br />

by unrealistic feasibility assessments. Many consider this type of assessment <strong>to</strong> be the first step in the<br />

<strong>patient</strong> recruitment life cycle. This process begins with an analysis of previous study metrics and<br />

applying those <strong>to</strong> the planning and design of a new feasibility analysis. The lessons learned are then<br />

incorporated in<strong>to</strong> the planning of the next study.<br />

Feasibility needs <strong>to</strong> be a dynamic process that recognizes changed parameters and allows the<br />

recruitment plan <strong>to</strong> be adapted <strong>to</strong> reflect the changes, according <strong>to</strong> Janet Jones, Ph.D., senior direc<strong>to</strong>r,<br />

project information & feasibility, Icon Clinical Re<strong>search</strong> (iconclinical.com), another CRO that provides<br />

<strong>patient</strong> recruitment and site services. She says one of the big hurdles in delivering effective feasibility<br />

studies for enrollment is that the analysis is often conducted on an early and incomplete pro<strong>to</strong>col<br />

synopsis.<br />

“This is a frequent comment from sites – that they are asked <strong>to</strong> give recruitment estimates without<br />

seeing the final pro<strong>to</strong>col,” Dr. Jones says. “It is therefore important <strong>to</strong> ensure that the analysis is<br />

considered as a dynamic process and any changes during the development of the pro<strong>to</strong>col and<br />

associated feasibility studies are fully evaluated and the impact of changes assessed in order <strong>to</strong> define<br />

the final recruitment plan.”<br />

Dr. Jones says it is also crucial that the sites know when the data that they provide will be used as a<br />

benchmark of their planned recruitment performance.<br />

Producing quality feasibility metrics in the first place, however, has long been a difficult task due <strong>to</strong> a<br />

lack of accurate <strong>patient</strong> population data, Dr. Lee says. His<strong>to</strong>rically, feasibility for <strong>patient</strong> recruitment has<br />

been mostly done through surveys. Investiga<strong>to</strong>rs will typically commit <strong>to</strong> enrolling a certain amount of<br />

<strong>patient</strong>s, yet there often is little data available <strong>to</strong> support that they even have access <strong>to</strong> the target<br />

<strong>patient</strong> population, unless a CRO or a sponsor has worked with that site in the past on a trial for the<br />

same disease indication.<br />

“What we’re really trying <strong>to</strong> do is get away from [investiga<strong>to</strong>r] surveys as much we can when we do<br />

enrollment projections, and we’re using a lot of different techniques,” Dr. Lee says. “The most useful<br />

technique is certainly prior performance of clinical trials. So when possible, we’re choosing <strong>to</strong> go <strong>to</strong><br />

investiga<strong>to</strong>rs that previously performed well on clinical trials in the same indication and possibly in the


same setting.”<br />

PPD and others are also increasingly conducting direct investiga<strong>to</strong>r interviews, where they can discuss<br />

the pro<strong>to</strong>col in greater detail, challenge recruitment estimates, and settle on a more reasonable<br />

enrollment projection for the trial.<br />

Dr. Lee points <strong>to</strong> the steadily rising adoption of electronic medical records as another avenue <strong>to</strong> help<br />

aid feasibility measurements for recruitment. Though issues of <strong>patient</strong> privacy and confidentiality could<br />

slow their accession, access <strong>to</strong> electronic medical records will help clinical trial sites <strong>search</strong> for <strong>patient</strong>s<br />

faster and more methodically and enable sites <strong>to</strong> rely less on nurses and doc<strong>to</strong>rs <strong>to</strong> supply <strong>patient</strong>s<br />

who fit the parameters of a particular study.<br />

In addition, the use of aggregated medical records can be a major advantage in realistically assessing<br />

the impact of eligibility criteria when quantitating the <strong>patient</strong> population at a specific site.<br />

“If you look down the road at how we’re going <strong>to</strong> be doing feasibility in 10 or 20 years, I think it will be<br />

almost exclusively through electronic medical record data,” Dr. Lee says. “But right now, the amount of<br />

data that’s available just isn’t sufficient <strong>to</strong> support that.”<br />

Nevertheless, the incorporation of other metric <strong>to</strong>ols, whether proprietary databases or various data<br />

mining technologies, is increasingly becoming a standard norm for feasibility and site identification,<br />

according <strong>to</strong> Ms. Boericke. Many companies have built home-grown clinical trial management systems<br />

that allow them <strong>to</strong> track and manage performance on a trial.<br />

Using these <strong>to</strong>ols, data can be extracted on past site performance <strong>to</strong> identify which ones have had low<br />

query rates or strong data generation, among several other metrics. Ms. Boericke says the increasing<br />

availability of these data assets for CROs have helped uncover more accurate real-world estimates for<br />

a potential recruitment program.<br />

“What we’re starting <strong>to</strong> see as an industry is that data is leveraged and combined with publicly available<br />

information – literature <strong>search</strong>es that have shown recruitment rates all over the world in certain<br />

indications – and we’re able <strong>to</strong> leverage those pieces of information <strong>to</strong>gether <strong>to</strong> create a data asset that<br />

gives us high potential sites,” Ms. Boericke says. “Then we go out and actually hone those high<br />

potentials <strong>to</strong> get it down <strong>to</strong> sites we know are going <strong>to</strong> be able <strong>to</strong> perform successfully on trials.”<br />

Access <strong>to</strong> this data can also arm companies with more sound information when developing clinical trial<br />

pro<strong>to</strong>cols, which have long been criticized for often being overly complicated.<br />

Ms. Boericke contends that pro<strong>to</strong>cols typically include <strong>to</strong>o detailed or restrictive inclusion/exclusion<br />

criteria. She says fewer <strong>patient</strong>s who have pre-existing comorbidities are being sought for a trial<br />

indication. As an example, Mr. Boericke points <strong>to</strong> oncology, where sponsors conducting advanced<br />

cancer trials often seek subjects that have normal or close-<strong>to</strong>-normal liver function. In reality, however,<br />

in many late-stage cancer cases, the disease metastasizes <strong>to</strong> the liver.<br />

Such limitations could hamper sponsors in defining their “normal” <strong>patient</strong> population and ultimately<br />

result in numerous dropouts when prospective subjects fail <strong>to</strong> meet the inclusion/exclusion criteria.<br />

FDA, the European Medicines Agency, and other regula<strong>to</strong>ry agencies only allow drug developers <strong>to</strong><br />

analyze <strong>patient</strong>s that meet their pro<strong>to</strong>col requirements.<br />

“If you are so narrow in how you’re defining your <strong>patient</strong>, you’ll never be able <strong>to</strong> meet the overall<br />

recruitment,” Ms. Boericke says. “That’s in a lot of ways what delays our recruitment timelines well past<br />

what the pharma or anybody else said is the enrollment [deadline] for the trial.”


This means CROs contracted for a study must get involved from the beginning stages of pro<strong>to</strong>col<br />

design, according <strong>to</strong> Shaheen Limbada, senior direc<strong>to</strong>r of clinical operations at CRO Cetero Re<strong>search</strong><br />

(cetero.com). Mr. Limbada oversees clinical trials conducted at Cetero’s 76-bed facility in Toron<strong>to</strong>,<br />

which focuses on testing allergy and asthma therapies.<br />

He says in many cases, Cetero actually writes the pro<strong>to</strong>col.<br />

“Sometimes, the folks that are coming up with the theory behind [a pro<strong>to</strong>col] have some great science<br />

behind it and some great questions, but if a site or a CRO does not get involved in the process <strong>to</strong> kind<br />

of balance that, it can lead <strong>to</strong> recruitment struggles,” Mr. Limbada says. “We end up finding a good<br />

balance where we can get the answers they want, but also make it something feasible that we can<br />

achieve here.”<br />

Mr. Limbada acknowledges that in Cetero’s focus indications, the number of <strong>patient</strong>s who do not qualify<br />

for a study has risen sharply in recent years due partly <strong>to</strong> stringent pro<strong>to</strong>cols.<br />

“With the race <strong>to</strong> first-<strong>to</strong>-market being so important for pharma companies, many sponsors are looking<br />

for early signals in their clinical studies, which help them make decisions about their drug candidates,”<br />

Mr. Limbada says. “As a result, we’re seeing more complex designs with stricter criteria for which<br />

<strong>patient</strong>s <strong>to</strong> include.”<br />

Digital driver<br />

Amid such challenges as pro<strong>to</strong>col complexity, <strong>patient</strong> recruiters have had <strong>to</strong> become more inventive in<br />

reaching intended subjects, including increased efforts around digital recruitment. A growing number of<br />

<strong>patient</strong> referrals have been generated by online sources compared <strong>to</strong> traditional print or TV/radio<br />

outreach. Varied e-recruitment tactics continue <strong>to</strong> emerge on the scene, including most notably social<br />

media, but also online screeners, as well as more nascent Internet tactics such as Web listening.<br />

In addition, with the growing popularity of mobile devices, use of text messaging and smart phone<br />

applications has become more widespread. Many organizations are using expert providers of short<br />

message service, such as the solutions company Exco InTouch, <strong>to</strong> affordably and more efficiently<br />

target <strong>patient</strong>s for study enrollment. Exco InTouch (excoin<strong>to</strong>uch.com) has used its applied phone<br />

technology <strong>to</strong> send SMS text blasts among client databases <strong>to</strong> promote study awareness.<br />

Cetero recently made the Website at the company’s Toron<strong>to</strong> clinic smart-phone friendly. Called<br />

sneeze<strong>to</strong>ron<strong>to</strong>.com, the site provides detailed information on trial oppotunities at the facility, as well as<br />

live chat capability, where prospective <strong>patient</strong>s can communicate directly with a call center<br />

representative.<br />

iPhone and iPad applications in <strong>patient</strong> enrollment have grown in number. For example, in March, PPD<br />

launched its Clinical Trials Mobile application for use on those devices <strong>to</strong> help potential clinical re<strong>search</strong><br />

participants and investiga<strong>to</strong>rs find trials across various therapeutic areas. The application provides<br />

<strong>key</strong>word <strong>search</strong> menus, allowing users <strong>to</strong> <strong>search</strong> the U.S. National Library of Medicine<br />

ClinicalTrials.gov database of more than 100,000 clinical studies. Users can cus<strong>to</strong>mize their <strong>search</strong> by<br />

location, gender, age and other <strong>search</strong> criteria. The application also provides details about specific<br />

trials, such as eligibility criteria, trial locations, and contact information.<br />

E-recruitment methods are generally considered <strong>to</strong> be more cost-effective than traditional media tactics<br />

for outreach. In most cases, using digital <strong>to</strong>ols <strong>to</strong> generate early miles<strong>to</strong>nes, such as respondents and


pre-qualified referrals, is more cost-efficient than traditional tactics across many therapeutic areas,<br />

according <strong>to</strong> Scott Connor, VP of marketing for <strong>patient</strong> recruitment provider Acurian (acurian.com).<br />

“However, e-recruitment alone will not produce enough volume <strong>to</strong> fill the enrollment needs of most<br />

large studies,” Mr. Connor says.<br />

Still, employing online advertising for enrollment can provide a major boost <strong>to</strong> target goals, if performed<br />

properly. When creating content for Web recruitment, it is crucial for sites <strong>to</strong> first consider the call <strong>to</strong><br />

action, as well as the value proposition of a trial and how <strong>to</strong> best engage the Internet user, according <strong>to</strong><br />

Abbe Steel, executive direc<strong>to</strong>r of trial enhancement, United BioSource Corp. (unitedbiosource.com).<br />

She says messaging should be crafted around a strong set of medical and lifestyle <strong>key</strong>words and<br />

compelling text. Ms. Steel notes that studies have found that people generally need <strong>to</strong> hear messages<br />

at least eight times <strong>to</strong> take action.<br />

It also may take several more advertising impressions <strong>to</strong> get the attention of someone browsing online.<br />

Ms. Steel, who leads a team at UBC focused on designing multimedia initiatives <strong>to</strong> identify and enroll<br />

clinical trial <strong>patient</strong>s, says advertisements that are credible, clear, an provide useful medical information<br />

typically have better response rates than the more flashy advertisements.<br />

Though no official regula<strong>to</strong>ry guidance exists yet, existing rules covering the proper and ethical conduct<br />

of digital recruiting methods are similar <strong>to</strong> those governing traditional media outreach. For example, the<br />

process <strong>to</strong> ensure institutional review board-approved messaging is no different than the process for a<br />

direct mail letter or TV spot, in that the online advertisement must go through the same central or local<br />

IRB channels.<br />

“The advantage of online is that you can produce multiple versions cheaply, and any changes from the<br />

IRBs can be implemented quickly,” Mr. Connor says. “But there should be no circumvention of the IRB<br />

process.”<br />

Online advertisement can also be easier and faster <strong>to</strong> track audience response compared <strong>to</strong> TV or<br />

radio spots.<br />

Many drugmakers, however, remain cautious when navigating opportunities in e-recruitment,<br />

particularly around social media, as FDA has been slow in releasing promised guidelines on the use of<br />

this communication by drugmakers. After originally planning <strong>to</strong> issue guidelines in 2010, the agency<br />

delayed the release again early this year, now estimating that the guidance will not be ready until 2013.<br />

Regardless, experts in <strong>patient</strong> recruitment believe FDA’s advice will likely <strong>to</strong>uch very little on clinical<br />

trial practice, but serve more <strong>to</strong> address commercial concerns that social media interaction with<br />

<strong>patient</strong>s could breach direct-<strong>to</strong>-cus<strong>to</strong>mer promotion rules.<br />

“I believe guidance will be nebulous at best, and it will be iterative in nature,” Mr. Connor says.<br />

“Whether or not this heightens or reduces sponsor concerns remains <strong>to</strong> be seen. It will come down <strong>to</strong><br />

each company’s compliance and legal interpretation, and appetite for risk. If the guidance even<br />

remotely <strong>to</strong>uches on <strong>patient</strong> recruitment, I will be surprised. I think the big focus will continue <strong>to</strong> be on<br />

the commercial side because big money always commands the attention.”<br />

Guidance uncertainty aside, Mr. Connor says existing regulations require that best practices, privacy<br />

policies, and regulated communication standards be consistently applied regardless of the online or<br />

offline nature of the recruitment channel.


Social spotlight<br />

Although there are several forms of digital media recruiters can tap in the <strong>search</strong> for clinical trial<br />

participants, none have captivated and cautioned companies more than social media.<br />

With the numbers of people seeking health information online increasing at a rapid clip, sponsors and<br />

CROs are using additional avenues of outreach <strong>to</strong> widen the recruitment funnel, with some exploring<br />

the use of popular social networking channels such as Facebook, Twitter, MySpace, and YouTube,<br />

among others. These communication platforms provide alternative and more open avenues <strong>to</strong> reach<br />

and in some cases interact with potential <strong>patient</strong>s, <strong>to</strong> support and inform <strong>patient</strong>s, identify <strong>patient</strong><br />

influences, and make study information easily accessible. In recent years, <strong>patient</strong> recruitment<br />

companies in particular have had success creating social network advertisements, where companies<br />

buy demographic placement that match the requirements of the clinical studies they are looking <strong>to</strong><br />

enroll.<br />

Some recruitment organizations, such as Acurian, also provide their own proprietary social media<br />

interface designed <strong>to</strong> raise clinical trial awareness, boost <strong>patient</strong> access <strong>to</strong> relevant trials, and expand<br />

sponsors’ access <strong>to</strong> interested <strong>patient</strong>s.<br />

A recent study by the Pew Re<strong>search</strong> Center (people-press.org) indicates that 61 percent of american<br />

adults look online for medical help, suggesting greater use of social media in this area. In turn, life<br />

sciences companies, realizing the opportunity for new audiences, are increasingly pursuing social<br />

media on a strategic level, though the adoption has been slow. More than 65 percent of industry<br />

professionals say their company uses or plans <strong>to</strong> use social networks at a company level in some<br />

capacity and 73 percent expect the budget for them <strong>to</strong> increase in the next three years, according <strong>to</strong> a<br />

recent report by Deloitte. At the same time, however, the survey did reveal that 35 percent of life<br />

science companies report no plans <strong>to</strong> use social media in that capacity.<br />

The latter figure is largely attributed <strong>to</strong> still-undefined FDA guidelines, consumer privacy concerns, and<br />

a lack of a clearly demonstrated return on investment from social media. Another drawback is the risk<br />

of data contamination. Although access <strong>to</strong> engaged and active <strong>patient</strong>s is unparalleled compared <strong>to</strong><br />

other recruitment outlets, the dialogue between community members in social media networks is not<br />

controllable. This can result in discussions where a participating subject influences others subjects,<br />

chatter that may also skew a potential <strong>patient</strong> pool.<br />

Recruiters, meanwhile, who under current rules must have every post or message IRB approved ahead<br />

of time, are limited in the management of the dialogue. Having <strong>to</strong> resubmit even slightly changed<br />

message scripts can add significant time <strong>to</strong> a social media program and create other cumbersome<br />

issues, leaving some choosing <strong>to</strong> avoid engaging in dialogue with <strong>patient</strong>s on these sites.<br />

“We can only push information out,” says Diana Anderson, Ph.D., president and CEO, D. Anderson &<br />

Company (dandersoncompany.com). “Let’s say two <strong>patient</strong>s are involved in the same trial, and they<br />

figure that out, and start talking about placebo control or adverse events or other issues. That could be<br />

a challenge for us. ... We are in the business of tightening awareness of our trials through social media<br />

and then linking them in most cases back <strong>to</strong> our Website. They can then opt-in <strong>to</strong> screen, get further<br />

information, and so on.”<br />

That tactic has resulted in as much as a 400 percent increase in traffic <strong>to</strong> D. Anderson’s Website,<br />

according <strong>to</strong> Dr. Anderson, whose company was acquired in March by Imperial (imperialcrs.com), a<br />

provider of supplies and printed materials <strong>to</strong> investigative sites in 80 countries.


Even as Website traffic may benefit from social media outreach, accurately forecasting and measuring<br />

return on investment from the practice has been a tricky task, with little case model data available.<br />

In efforts <strong>to</strong> uncover markers for social media success, Blue Chip Marketing launched an online survey<br />

earlier this year <strong>to</strong> collect <strong>patient</strong> insights in<strong>to</strong> how social media can be most effectively used in <strong>patient</strong><br />

recruitment. The survey seeks <strong>to</strong> better understand which social media and health-related sites users<br />

most frequently visit; which conditions they re<strong>search</strong> online; reasons why users would participate in a<br />

clinical trial; and from which online portals users would feel most comfortable engaging in clinical trialsrelated<br />

dialogue.<br />

Stan<strong>to</strong>n Kawer, CEO of Blue Chip Marketing, says the company has accumulated large amounts of<br />

his<strong>to</strong>rical data on how different media approaches influence <strong>patient</strong> recruitment, but such data specific<br />

<strong>to</strong> social media has never existed.<br />

“We had <strong>to</strong> bridge that gap very quickly if we were going <strong>to</strong> be best practice in developing an<br />

understanding of insights quickly that will help us deliver success for social media,” Mr. Kawer says.<br />

“We look at it as it’s not any different than broadcast television, than other forms of media. But we need<br />

<strong>to</strong> have that data so that we’re able <strong>to</strong> provide a proper risk assessment for the pharmaceutical<br />

sponsors.”<br />

Blue Chip Marketing, which in crafting its survey, reviewed and analyzed hundreds of social media<br />

communities, has not formally started tabulating the results, but has uncovered preliminary data. As of<br />

last month, 85 percent of respondents said they were engaged in their healthcare or health related<br />

social media community, either daily or weekly. In addition, 40 percent of those surveyed indicated that<br />

they are not just reading posts, but are posting their own information and sharing a dialogue with<br />

others. About 20 percent of the respondents <strong>to</strong> the survey said they have already participated in a<br />

clinical trial. Ms. Slutzky notes that this figure is almost three times as much as the national U.S.<br />

average for participation, which is about 7 percent of the population.<br />

“It’s all about making sure that our programs are grounded in facts and insights and what will be used<br />

and what will be efficient at the sites,” Mr. Weisman says.<br />

The collection of metrics from online campaigns using social media, while potentially costly, are<br />

valuable in identifying which disease indications such initiatives might work best in.<br />

The first step, according <strong>to</strong> Ms. Steel, involves analyzing how similar populations are engaging online –<br />

what information is being exchanged and how it is being communicated. The multiple sclerosis<br />

community, for example, is widely known for its active social networks, which use online communities<br />

<strong>to</strong> share information on a wide range of <strong>to</strong>pics, from comparing side effects <strong>to</strong> lifestyle tips.<br />

Popular nonprofit groups such as <strong>Patient</strong>sLikeMe (<strong>patient</strong>slikeme.com), a health-data sharing<br />

company, provide a social media forum where <strong>patient</strong>s can share and learn real-world, outcomesbased<br />

health data. Resulting discoveries can be significant for clinical re<strong>search</strong>. For example, a recent<br />

observational trial run by <strong>Patient</strong>sLikeMe with members of its network found that lithium did not slow<br />

progression of amyotrophic lateral sclerosis, the deadly neurodegenerative disease. The study,<br />

according <strong>to</strong> published reports, was based on data contributed by 596 <strong>patient</strong>s with the disease. The<br />

study showed that lithium did not alter progression of the condition, contradicting a study in 2008 that<br />

suggested such a benefit was possible.<br />

Large pharmaceutical companies including Pfizer Inc. (pfizer.com) and Novartis (novartis.com) have


purchased advertising space on Websites such as <strong>patient</strong>slikeme.com.<br />

“It’s important <strong>to</strong> determine which groups, forums, and networks matter most <strong>to</strong> your study’s target<br />

population,” Ms. Steel says. “For example, does your <strong>patient</strong> population belong <strong>to</strong> a Facebook page?<br />

Are they active in a <strong>patient</strong> advocacy group? Are they looking for a new treatment or drug delivery<br />

system?”<br />

If it is determined a <strong>patient</strong> population is engaged online, sites should then create an online presence<br />

long before beginning study outreach, a process that takes two <strong>to</strong> three months, according <strong>to</strong> Ms.<br />

Gonzales. She says that presence could involve simply providing general medical kits, article links, and<br />

notifications on conferences or medical meetings in the area.<br />

“If you’re posting that information, you’re creating that trust,” Ms. Gonzales says. “You need <strong>to</strong> gain that<br />

traction first and then you’ll have an audience through which <strong>to</strong> submit study awareness messaging. If<br />

you don’t have anyone <strong>to</strong> talk <strong>to</strong> yet, if no one is following you, you’re speaking in a vacuum.”<br />

Ms. Gonzales and others caution, however, that although opportunities from social media may<br />

potentially transform recruitment practice, the <strong>to</strong>ol is not a panacea, but only one component in a<br />

overall digital-based strategy. With still uncertain privacy and ethical boundaries and little proven data<br />

on overall effectiveness, social media’s true emergence as a <strong>patient</strong> recruitment aid may take a while.<br />

In addition, sometimes overlooked is the potential extra burden social media programs may place on<br />

sites, with increased referrals and issues around a site’s willingness and ability <strong>to</strong> follow up with the<br />

<strong>patient</strong>s and <strong>to</strong> convert referrals in<strong>to</strong> study <strong>patient</strong>s. Social media may seem like a relatively costeffective<br />

method in creating increased trial interest, Dr. Jones notes, but <strong>to</strong> be successful, there will<br />

need <strong>to</strong> be an interface put in place <strong>to</strong> manage referrals. For example, study Websites with<br />

prequalifying functionality, interactive voice and video response systems, or traditional call centers may<br />

need <strong>to</strong> be employed <strong>to</strong> ensure that the referrals being sent <strong>to</strong> sites are of a high quality.<br />

“The devil is in the details after a social campaign launches,” Mr. Connor says. “Neither sites nor CROs<br />

have this kind of post-launch expertise. The fundamental issue with sites is, will they see a pre-qualified<br />

referral generated in a timely fashion, regardless of where that referral came from? That is the linchpin<br />

of a successful recruitment effort.”

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