Medical information diagnostic
Twenty-four questions on the function, the compliance boundary and the documents — and a personal study order for the next four weeks
Why this function is worth learning
Medical information is the largest entry route into the pharmaceutical industry for science graduates, and the least taught. It is also the function where a well-meant sentence has the clearest regulatory consequence: the same information may be permissible in response to a question and prohibited if volunteered.
This course covers the enquiry lifecycle, the standard response document, off-label handling, mandatory adverse event capture, and the governance that makes the whole thing auditable.
Reactive, not proactive
One distinction governs almost everything in this function. The same sentence is permissible in answer to a question and prohibited if volunteered
Where the line sits
What the function does and does not do
| In scope | Out of scope |
|---|---|
| Answering unsolicited questions about approved products | Raising topics with a healthcare professional unprompted |
| Providing balanced, referenced scientific information | Recommending a treatment for an individual patient |
| Responding to off-label questions under a defined process | Volunteering off-label information |
| Capturing adverse events and product quality complaints | Advising a patient to start, stop or change a medicine |
| Maintaining a library of approved response documents | Making comparative claims without head-to-head data |
| Surfacing enquiry patterns as potential signals | Supporting a sales objective |
Attaching. Sending three papers when the question needed one. The extra two are unsolicited dissemination.
Reassuring. “It is very well tolerated in practice.” An unreferenced favourable characterisation is a promotional claim, however sincerely meant.
Drills
2. The same clinician's email ends: "Also, how does it compare with the market leader?"
3. You notice five enquiries this month about the same rare adverse event.
4. A conference delegate visits the medical information stand and asks about a paediatric use that is not approved.
5. A sales colleague asks you to prepare a summary of a favourable new publication for their next call.
6. A patient calls asking whether they can take the product with grapefruit juice.
2. Reactive, but constrained. A comparison was asked for, so answering is permitted — but only from genuine head-to-head data. If none exists, say so plainly. Do not assemble a cross-trial comparison; that is scientifically invalid and treated as a promotional claim.
3. Neither — this is a signal. Nothing goes back to the enquirers, but the pattern goes to pharmacovigilance. Enquiry clustering is a recognised signal source and surfacing it is part of the job.
4. Reactive. An unsolicited off-label question at a congress is still unsolicited. Handle it under the off-label process: state that the use is not approved, answer only what was asked, document it. Congress does not change the rules, and being face to face makes scope discipline harder.
5. Proactive, and out of scope. Preparing material to support a sales call is not medical information. The publication may be requested through the proper promotional review route by the team that owns it.
6. Reactive, consumer. General interaction information from the patient leaflet may be provided in plain language. Do not advise this individual what to do — direct them to their prescriber or pharmacist.
The pattern: four of six are reactive and answerable. The two that are not fail for different reasons — one is a signal rather than an enquiry, the other is a request from inside the company to do promotional work. Neither is refused rudely; both are routed correctly.
Intake and triage
What you capture at the start determines what you may say, who else must be told, and whether the interaction survives an inspection
The enquiry flow
What to capture
| Field | Why it changes the response |
|---|---|
| The question, verbatim | Defines the permissible scope, and proves the interaction was reactive |
| Enquirer type | Healthcare professional or consumer — determines language, depth and what may be provided |
| Country | Labels differ by market; on-label in one country may be off-label in another |
| Product and, if relevant, formulation | Different presentations may have different labels |
| Contact details | Needed to respond, and for pharmacovigilance follow-up if an event was reported |
| Date and channel | Audit trail; and response timelines are usually measured from receipt |
| Anything suggesting an event or defect | Triggers the parallel obligations |
It does not matter that the caller was asking about something else. It does not matter that they did not want to make a report. It does not matter that the event seems trivial or unrelated. Failure to forward is a pharmacovigilance breach, and it is the single most common serious finding against medical information functions at inspection.
Drills
1. Medical information response. Renal dose adjustment for the product. Answer from the Philippine approved label — not the SmPC, not the USPI. Provide the label position, referenced. Scope is renal dosing and nothing else.
2. Adverse event report. A rash, with a positive dechallenge (settled on withdrawal). This is an adverse event and must be captured and forwarded to pharmacovigilance on the required timeline. “This is probably nothing” does not remove the obligation — and a positive dechallenge is clinically informative.
3. Product quality complaint. Chipped tablets. Separate route to quality, with batch number and pack details if obtainable.
What you record at intake:
· Question verbatim, as spoken
· Enquirer type: healthcare professional (nurse)
· Country: Philippines — determines which label applies
· Product, strength and regimen: 100 mg daily
· Contact details — needed for the response and for pharmacovigilance follow-up on the rash
· Date, time and channel
· Flags raised: AE yes, PQC yes
What you say before ending the call: that you will send the renal dosing information; that the rash will be reported to the safety team, who may contact her for further detail; and that the tablet defect will go to quality, for which you need the batch number. Ask for the batch number now — it is much harder to obtain later.
The trap: the caller explicitly deprioritised both reportable items — “probably nothing”, “anyway, mainly I need the renal dosing”. Following the caller’s priorities is exactly how these get missed, and it is the commonest inspection finding against this function.
Sources and the evidence hierarchy
Which source answers which question, in what order, and how unpublished data may legitimately be used
The hierarchy
Which source for which question
| Question | Source |
|---|---|
| Approved indication, dose, contraindication, warning | The label for that market. Nothing else is definitive. |
| Efficacy results of a specific trial | The primary publication of that trial |
| Where the product sits in treatment guidelines | The guideline itself, quoted accurately and without interpretation |
| A use not in the label | Published evidence, under the off-label process |
| Something with no published evidence at all | Data on file, if a controlled process exists; otherwise say no data are available |
| Comparison with another product | Head-to-head trials only, or state that none exist |
What is not acceptable is assembling an answer from adjacent evidence and presenting it as though it addressed the question — cross-trial comparisons, extrapolation from a different population, or a mechanism argument standing in for clinical data.
Drills
2. "What was the response rate in the pivotal trial?"
3. "Is it recommended in the current national treatment guideline?"
4. "How does it compare with the market leader on progression-free survival?"
5. "Is there any experience in patients on dialysis?"
6. "A colleague mentioned a 200 mg dose — is that right?" (Label dose is 100 mg; 200 mg was a trial arm.)
2. The primary publication of that trial. Not the label — a label carries approved-use information, not full trial results, and usually not the response rate.
3. The guideline itself, quoted accurately. Not a company summary of the guideline, and no interpretation of what the recommendation implies.
4. Head-to-head data if any exist; otherwise state that none exist. Not a comparison assembled from two separate trials — different populations, different eras, different endpoints. Cross-trial comparison is scientifically invalid and is treated as a promotional claim.
5. Published evidence if any; otherwise data on file, or state that no data are available. Not extrapolation from moderate renal impairment — dialysis is a different question, and inferring an answer would manufacture evidence.
6. The label — and this is an off-label enquiry. The approved dose is 100 mg. 200 mg was studied but is not approved, so the response states the approved dose, notes that 200 mg is not approved, and is handled under the off-label process. Do not simply confirm the trial dose because it appears in a publication.
The pattern: three of six are answered by the label, and in two of those the publication is a tempting wrong answer. Question 6 is the one that catches people — the dose is real, published and studied, and providing it as though it were approved is off-label information given without recognising it as such.
The standard response document
The core deliverable of the function — pre-approved, balanced, referenced, and written so that every enquirer gets the same answer
Anatomy
If the answer only becomes balanced once the reader reaches the supporting data, the summary is not doing its job — and for most of your readership, the summary is the document.
Bespoke responses
When no SRD covers the question, a bespoke response is written — same structure, same rules, but subject to review before it goes out, and usually flagged for conversion into a new SRD if the question recurs.
| Use an existing SRD when | Write bespoke when |
|---|---|
| The question matches an approved document | No SRD covers the question |
| The market and label are the same | The question is market-specific and no local version exists |
| The enquirer type matches | The enquirer is a consumer and only an HCP version exists |
| The document is current | The SRD is out of date against a recent label change |
Drills
Standard Response Documents (SRDs) must follow a rigid, scientifically balanced 5-part architecture (Executive Summary, Approved Label Information, Clinical Trial Evidence, Safety Context, and References):
| Therapeutic Area & Inquiry Type | Unsolicited HCP Question | Compliant Medical Information Response Strategy |
|---|---|---|
| Cardiology (Anticoagulation) | "Can Drug X (DOAC) be co-administered with strong P-gp / CYP3A4 inhibitors in elderly patients?" | Cite Section 7 (Drug Interactions) and Section 12.3 (Pharmacokinetics) of USPI/SmPC. Summarize clinical PK interaction trials and dose reduction algorithms without recommending off-label combination outside label boundaries. |
| Oncology (Targeted Therapy) | "What data exist for using Drug Y beyond progression in EGFR T790M-negative NSCLC?" | Open with clear off-label disclaimer: "Drug Y is not indicated for T790M-negative disease." Summarize published Phase II/III negative or exploratory trials objectively, including adverse event rates and lack of overall survival advantage. |
| Immunology (Biologics) | "What is the risk of anti-drug antibodies (ADA) when switching from reference biologic to biosimilar?" | Present randomized switching trial immunogenicity data (ADA incidence, neutralizing antibody titers, loss of efficacy rates) using balanced tabular comparison. |
Available:
· Label section 4.2: no adjustment in mild impairment (Child-Pugh A); reduce to 50 mg daily in moderate (Child-Pugh B); not recommended in severe (Child-Pugh C).
· Label section 5.2: exposure increased approximately 1.8-fold in moderate impairment.
· Publication: dedicated hepatic impairment PK study, n = 24, no patients with Child-Pugh C.
· No efficacy data in hepatic impairment.
Summary answer:
“The approved label recommends no dose adjustment in mild hepatic impairment (Child-Pugh A). In moderate impairment (Child-Pugh B), the dose should be reduced to 50 mg once daily, reflecting an approximately 1.8-fold increase in exposure observed in a dedicated pharmacokinetic study. Use is not recommended in severe hepatic impairment (Child-Pugh C), in whom the product has not been studied. No efficacy data are available in patients with hepatic impairment.”
Five things this summary does:
1. Answers all three severity categories, because the question did not specify one.
2. Gives the reason for the moderate-impairment reduction, so the recommendation is interpretable rather than arbitrary.
3. States why severe is not recommended — not studied — rather than leaving the reader to infer a safety finding.
4. Discloses the absence of efficacy data. The enquirer asked about dosing, but a clinician making this decision needs to know efficacy is unstudied here. This is what balanced means, and omitting it would make the summary read more favourably than the evidence supports.
5. Stands alone. Nothing below section 2 is needed to act on it.
What is deliberately absent: the PK study n = 24 and its design belong in supporting data, not the summary. And no reassurance about tolerability — that was not asked and is not evidenced here.
Writing the response
Balanced, factual, non-promotional — three words that are easy to agree with and hard to execute under pressure to be helpful
The promotional tells
If the primary endpoint was met in a randomised trial, say so plainly and give the effect size. If a use is unstudied, say that plainly too. Balance is accuracy in both directions.
Almost every hit is either an editorialising adverb to delete or an unreferenced judgement to replace with a number. This search takes thirty seconds and removes the most common review finding against medical information responses.
Drills
“In the pivotal randomised, placebo-controlled trial, the primary endpoint of progression-free survival was met: median progression-free survival was 8.9 months versus 5.2 months (HR 0.66, 95% CI 0.53–0.82; p < 0.001). Grade 3 or higher adverse events occurred in 147/389 patients (37.8%) versus 121/388 (31.2%), and adverse events led to discontinuation in 31/389 patients (8.0%). In the prespecified subgroup aged 65 and over (n = 190), the hazard ratio was 0.77 (95% CI 0.57–1.04); no significant interaction by age was observed (interaction p = 0.58), and the trial was not powered for subgroup comparisons. No head-to-head comparative data with other agents are available.”
The ten problems:
1. excellent efficacy profile — unreferenced judgement.
2. Importantly — editorialising adverb.
3. a clear benefit — replaced with the effect size and interval.
4. only 34% — only editorialises; and progression rate is not the endpoint that was met.
5. tolerability was very good — judgement; replaced with rates and denominators.
6. discontinuation was rare — rare has a defined frequency meaning in labelling; give the number.
7. well established as the preferred option — a positioning claim, outside the function’s scope.
8. compares favourably with alternatives — a comparative claim with no head-to-head data. Replaced with the accurate statement that none exist.
9. Notably, elderly patients did just as well — overstates a non-significant interaction in a subgroup the trial was not powered for.
10. In our experience the product is rarely associated with significant toxicity — anecdote presented as evidence, unreferenced, and from an institutional voice that has no standing here.
Note the rewrite is not longer. Everything removed was judgement; everything added was a number that was available all along.
Referencing and data on file
Every statement traceable to a source the enquirer could in principle obtain — and the controlled route for data that exist nowhere published
The rules
| Rule | Why |
|---|---|
| Every factual statement carries a reference | An unreferenced statement cannot be verified or defended |
| References are to obtainable sources | The enquirer must be able to go to the source; internal table numbers are meaningless to them |
| Label references cite the section and version | Labels change; the version fixes what was true when you sent it |
| Abstracts are identified as abstracts | Preliminary data may be superseded by the full publication |
| Data on file carries an identifier and is retained | It must be retrievable years later |
| Nothing is cited that you have not read | Citing from a secondary summary propagates errors |
Never acceptable: citing it as though published; using it to support a claim the published data do not carry; referencing it by internal table number; or providing it when a published source exists and simply was not found.
Drills
2. "Median progression-free survival was 8.9 months."
3. "The product is contraindicated in severe hepatic impairment."
4. "In an internal pooled analysis of three trials, the rate was 6.2%."
5. "The agent is recommended as a second-line option in the national guideline."
6. "In clinical practice the product is generally well tolerated."
2. Primary publication of that trial: authors, journal, year, volume, pages. Specify which trial and which analysis if more than one exists.
3. Label, section 4.3 (contraindications), with market and version date. Note that contraindications can differ between markets, so the market must be stated.
4. Data on file, with a unique identifier and a retained retrievable source. But first check whether a published pooled analysis exists — if it does, use that instead.
5. The guideline itself: issuing body, title, version or year, and the specific section. Not a company summary of the guideline, and quoted rather than paraphrased in a way that shifts the recommendation.
6. Not referenceable, and should not appear. In clinical practice and generally well tolerated are an unreferenced favourable judgement. Replace with adverse event rates and denominators from a cited source.
The pattern: five of six are straightforward once you know which document type answers which question. The sixth is the one that gets written anyway, because it feels like helpful reassurance rather than a claim.
The SRD clinic
A full standard response document from an enquiry and a source set, scored against a sixteen-point rubric
Enquirer: consultant physician, United Kingdom.
Sources available:
· SmPC section 4.2: no adjustment in mild renal impairment (CrCl 60–89 mL/min); reduce to 50 mg daily in moderate (CrCl 30–59); not recommended in severe (CrCl <30).
· SmPC section 5.2: exposure increased ~1.6-fold in moderate impairment.
· SmPC section 4.2: no dose adjustment required on the basis of age alone.
· Pivotal trial publication: n = 402, excluded CrCl <30. Prespecified renal subgroup: moderate impairment n = 88, HR 0.71 (95% CI 0.44–1.15); interaction p = 0.62. Trial not powered for subgroup comparison.
· Prespecified age subgroup ≥65: n = 190, HR 0.77 (0.57–1.04); interaction p = 0.58.
· Dedicated renal PK study, published, n = 32.
· No prospective efficacy study in renal impairment.
1. Question
Dose adjustment and available efficacy data for [product] in patients with moderate renal impairment.
2. Summary answer
“The approved label recommends reducing the dose to 50 mg once daily in patients with moderate renal impairment (creatinine clearance 30–59 mL/min), reflecting an approximately 1.6-fold increase in exposure. No dose adjustment is required on the basis of age alone. In the pivotal randomised trial, 88 patients with moderate renal impairment were included in a prespecified subgroup analysis; the hazard ratio for the primary endpoint was 0.71 (95% CI 0.44–1.15), with no significant interaction by renal function (interaction p = 0.62). The trial was not powered for subgroup comparisons, and no prospective efficacy study has been conducted in patients with renal impairment.”
3. Background
Brief: renal elimination pathway and why exposure rises in moderate impairment. Nothing about the product beyond that.
4. Supporting data
Dedicated renal pharmacokinetic study (n = 32) with the exposure findings; the pivotal trial design, population and primary result; the renal and age subgroup results with intervals and interaction p values; explicit statement that patients with creatinine clearance below 30 mL/min were excluded from the trial.
5. References
SmPC sections 4.2 and 5.2 with version date; pivotal trial publication; renal PK study publication.
6. Disclaimers and version
Not individual clinical advice; treatment decisions rest with the prescriber. Document version and date. No off-label statement required — everything asked and answered is within the approved label.
Rubric — 16 points
Structure (4)
1. All six sections present
2. Summary stands alone and answers both parts of the question
3. Background limited to what the answer needs
4. Version and date present
Scope (3)
5. Both parts answered — dosing and efficacy. The enquiry had two questions.
6. Nothing volunteered beyond them — no hepatic dosing, no other indications
7. Age addressed, because the enquirer specified a 71-year-old — the question contained it implicitly
Accuracy and balance (6)
8. UK SmPC used, matching the enquirer’s market
9. Exposure increase given as the reason for the dose reduction
10. Subgroup result reported with n, interval and interaction p value
11. Stated that the trial was not powered for subgroup comparison
12. Stated that no prospective efficacy study exists in renal impairment — the honest answer to the second question
13. No promotional language: no only, importantly, well tolerated, reassuring
Referencing (3)
14. Every statement referenced
15. SmPC cited with section and version
16. Subgroup data attributed to the publication, not presented as label content
Scoring
13–16 — pass. This would go through review.
9–12 — close. Note which block you lost points in.
Under 9 — redo 2.1 to 2.3 before retrying.
The three that separate people: item 5, because the second question is easy to lose behind the first; item 12, because “no prospective efficacy study exists” feels like an unhelpful answer and is in fact the most useful sentence in the document; and item 7, because the enquirer never asked about age — they stated it, and a good response notices the difference.
Off-label enquiries
Permitted, conditional, and tightly bounded. The area where the function carries most risk and where the rules are most precise
The five conditions
| # | Condition | What it means in practice |
|---|---|---|
| 1 | The request is genuinely unsolicited | Nothing you or a colleague said prompted it. A question invited by a representative is not unsolicited. |
| 2 | The response is strictly limited to the question | No additional studies, no adjacent indications, no future plans |
| 3 | The unapproved status is stated explicitly | In the response itself, not only in a footer |
| 4 | The response is balanced and non-promotional | Negative and equivocal data included; no favourable characterisation |
| 5 | The interaction is documented as off-label | Separately tracked; volume is itself a monitored signal |
Mentioning the pipeline. That a submission is planned, that a trial is ongoing, that approval is expected. Any of these is pre-launch communication about an unapproved use.
Characterising favourably. “The data are encouraging” converts a balanced summary of unapproved-use evidence into an endorsement of it.
It may indicate genuine unmet clinical need, which is legitimate intelligence for the medical function.
It may also indicate that somebody in the field is prompting the questions — which would mean the enquiries are not unsolicited and the whole chain is non-compliant. Tracking exists partly to detect that.
Drills
Enquirer: paediatrician, unsolicited email.
Approved: adults 18 and over only.
What exists:
· One published open-label study, n = 38, ages 12–17, response rate 29%, no new safety signals; single-arm, uncontrolled.
· One published case series, n = 7, mixed outcomes.
· A Phase III adolescent trial is ongoing; a submission is planned for next year.
· Adult efficacy data are strong.
· A related product in the class is approved from age 16.
“[Product] is approved for use in adults aged 18 years and over. Use in adolescents aged 12 to 17 years is not included in the approved label.
Two published reports describe use in this age group. In an open-label, single-arm study of 38 adolescents, the objective response rate was 29%; the study was uncontrolled, and no new safety signals were identified. A case series of seven patients reported mixed outcomes. No randomised controlled data are available in this population.
Treatment decisions remain a matter for the prescribing physician.”
What was deliberately left out, and why:
1. The ongoing Phase III trial and the planned submission. Not asked about, and communicating a planned indication is pre-launch promotion of an unapproved use. This is the most tempting omission to get wrong, because it feels like useful information for a paediatrician deciding what to do.
2. The adult efficacy data. Strong, approved, and irrelevant — the question was about adolescents. Including it would imply extrapolation the evidence does not support.
3. The related product approved from age 16. A different product, and mentioning it is both outside the question and a class-level inference with no evidential basis for this product.
What was deliberately included: the case series with mixed outcomes, and the explicit statement that no randomised data exist. Both make the answer less favourable, and both are required for it to be balanced.
Documentation: logged as an off-label enquiry, separately tracked. If adolescent enquiries cluster over the coming months, that pattern goes to the medical team — and, if the pattern looks prompted rather than spontaneous, to compliance.
Adverse events and complaints
The obligation that is triggered by information reaching you, not by anyone asking you to act on it — and the commonest serious inspection finding against this function
The four minimum elements
A valid adverse event report requires four elements. If any is missing, the case is followed up — but the report is still raised, and the effort to obtain the missing element is documented.
| Element | Notes |
|---|---|
| An identifiable patient | Does not require a name. Initials, age, sex or “my patient” can suffice. |
| An identifiable reporter | The person telling you. Anonymous reports still get raised, with follow-up attempted. |
| A suspect product | Your product, named or clearly identifiable. |
| An event | Any untoward occurrence. No causal judgement is required from you. |
If it reaches you, it is captured and forwarded, on the required timeline. Causality and seriousness are assessed downstream by people qualified to do it. Your job is recognition and transmission.
Three things that look similar and are not
| Type | Example | Route |
|---|---|---|
| Adverse event | “My patient developed a rash.” | Pharmacovigilance, on the AE timeline |
| Product quality complaint | “The tablets were discoloured.” | Quality, with batch details |
| Special situation | Use in pregnancy, overdose, medication error, off-label use with an outcome, lack of effect | Pharmacovigilance, even with no adverse event attached |
There is no adverse event. There is a medication error, and in most pharmacovigilance systems that is a reportable special situation in its own right. The same applies to a report of exposure in pregnancy with a normal outcome, or a report that the product simply did not work.
“Nothing bad happened” does not mean nothing is reportable.
Drills
Every Medical Information professional is a statutory frontline sensor for Pharmacovigilance and Quality Assurance. When an HCP calls with an inquiry that reveals an adverse event or defective vial:
| Regulatory Flow | Trigger Event & Four Minimum Data Elements | Mandatory SLA & Hand-Off |
|---|---|---|
| Adverse Event (AE / SAE) | Any untoward medical occurrence reported during product use, regardless of causality. Requires: (1) Identifiable Patient, (2) Identifiable Reporter, (3) Suspect Drug, (4) Adverse Event. | Must be logged into Global Safety Database within 24 hours (1 business day) of initial contact. Clock starts on the day MedInfo receives the inquiry. |
| Product Quality Complaint (PQC) | Particulate matter, cracked vial, malfunctioning autoinjector pen, illegible batch label, suspected counterfeit. | Quarantine batch/lot number, request return of sample for QA investigation, forward to Global QA / Complaints team within 24 hours. |
2. "The blister foil was torn on three packs in the last box."
3. "I've had a patient on it for eight weeks and honestly it's just not working."
4. "My sister is pregnant and has been taking it — she didn't realise. Baby seems fine."
5. "What's the shelf life once opened?"
6. "A colleague mentioned some patients get a metallic taste. Is that a known thing?"
2. Product quality complaint. To quality, with batch number, expiry and pack details — ask for these now, they are hard to get later. No adverse event unless a patient was harmed.
3. Special situation — lack of effect. Reportable to pharmacovigilance in most systems. Easy to miss, because it sounds like dissatisfaction rather than a safety report. Also answer any information question they have about expected time to response.
4. Special situation — exposure in pregnancy. Reportable even with a normal outcome to date, and follow-up will be sought on the pregnancy outcome. Note the reporter is a family member, not a healthcare professional; consumer-appropriate language, and direct her sister to her own clinician.
5. Information enquiry only. Nothing reportable. Answer from the label.
6. Information enquiry, with care. No identifiable patient and no specific case — this is a general question, not a report, so it is not an adverse event. Answer from the label's undesirable effects section. But if the caller then says “actually I have a patient with it,” that becomes a report — and this is exactly how a general question turns into one mid-conversation.
The pattern: six calls, four reportable, and only one of the four is a straightforward adverse event. Items 3 and 4 are the ones missed most often, because nothing bad appears to have happened.
Comparative and pipeline questions
Two question types where the honest answer is usually that the evidence does not exist — and where manufacturing one is the standard failure
Why cross-trial comparison fails
| Difference | Effect on the comparison |
|---|---|
| Different populations | Eligibility, stage, prior therapy and prognosis all differ |
| Different eras | Supportive care, imaging and standard of care change over time |
| Different endpoint definitions | Assessment intervals and response criteria may not match |
| Different comparators | A hazard ratio is against that trial's control arm, not an absolute quantity |
| Different analysis conventions | Censoring rules, populations and estimands differ |
If a formal indirect treatment comparison has been published: it may be cited, identified as an indirect comparison, with its limitations stated. It is not equivalent to a head-to-head trial.
If neither exists: “No head-to-head comparative data are available.” That sentence is accurate, complete and defensible, and it is the correct answer far more often than people expect.
Pre-approval questions
| May be provided | May not |
|---|---|
| Confirmation that a trial exists, if publicly registered | Efficacy or safety claims for the unapproved product |
| Publicly disclosed trial design from the registry | Expected approval or launch timing |
| Published data, identified as investigational use | Comparative positioning against approved products |
| Referral to the registry record | Any statement implying future availability |
Drills
2. "I heard you have a next-generation compound in Phase III — what can you tell me?" Trial is registered publicly. No published data. Submission planned.
3. "Is your product better tolerated than [competitor]?" No head-to-head data. Your trial: grade ≥3 in 37.8%. Their published trial: 41%.
2. “A Phase III trial of [compound] is registered on [registry], reference [number], where the publicly available study design and eligibility criteria can be reviewed. No efficacy or safety data are available for this investigational compound, and it is not approved for use in any indication.”
What is left out: the planned submission. Not asked about, and stating it communicates expected future availability.
3. “No head-to-head randomised trial has compared the tolerability of [product] with [competitor], and the rates observed in separate trials cannot be validly compared because the populations, eras and adverse event reporting conventions differ. In the pivotal trial of [product], grade 3 or higher adverse events occurred in 147/389 patients (37.8%) versus 121/388 (31.2%) with placebo. [Reference]”
Why response 3 is the hardest of the three: your number, 37.8%, is lower than theirs, 41%. It is genuinely tempting to place them side by side and let the reader draw the conclusion — without stating any comparison yourself. That is still a cross-trial comparison, constructed by juxtaposition rather than by sentence. The correct response gives your data against its own comparator and states explicitly why the two trials cannot be compared.
Audience tailoring
The same question from a consultant and from a patient produces two different documents — and only one of them may contain anything resembling clinical advice
What changes
| Healthcare professional | Consumer or patient | |
|---|---|---|
| Language | Clinical terminology, trial data, statistics | Plain language; everyday words; short sentences |
| Depth | Design, population, effect sizes, intervals | What it means, without the machinery |
| Dosing | Label dosing and adjustments as written | General label information only; never individual advice |
| Off-label | Permitted under the process | Handled with much greater caution; usually redirected to their prescriber |
| Closing | Treatment decisions rest with the prescriber | Always directs them to their own doctor or pharmacist |
| Adverse events | Captured and forwarded | Captured and forwarded, and they are advised to speak to their clinician |
“The label says the dose should be reduced in moderate renal impairment” is information.
“You should reduce your dose” is clinical advice, and it is outside the function entirely regardless of who is asking.
With a consumer this line is reached faster, because their questions are naturally about themselves.
“Hepatotoxicity has been reported” becomes “Some people have had liver problems while taking this medicine. Tell your doctor straight away if your skin or the whites of your eyes turn yellow.” Simpler words, more actionable, same warning.
Drills
Label content: co-administration with grapefruit juice increases exposure approximately 2.1-fold via CYP3A4 inhibition; concomitant use should be avoided. No clinically relevant interaction with food generally; may be taken with or without food.
Version A: consultant physician.
Version B: a patient taking the medicine.
“[Product] may be administered with or without food; no clinically relevant food effect has been identified. Concomitant grapefruit juice should be avoided: co-administration increases exposure approximately 2.1-fold through inhibition of CYP3A4. [SmPC section 4.5, version dated (date)]”
Version B — patient
“You can take this medicine with or without food — it does not matter whether you have eaten.
However, you should not drink grapefruit juice or eat grapefruit while taking it. Grapefruit can raise the amount of the medicine in your body, which may make side effects more likely.
If you have already had grapefruit, or if you have questions about anything else you eat or drink, please speak to your doctor or pharmacist. They know your full medical history and can advise you properly.”
Four differences that matter:
1. CYP3A4 and 2.1-fold are gone from version B — the mechanism and magnitude help a prescriber and mean nothing to a patient. The consequence is retained.
2. Version B adds grapefruit the fruit, not only the juice. A patient reading “juice” may reasonably conclude the fruit is fine.
3. Version B anticipates the obvious next situation — what if I already have — and routes it to a clinician rather than answering it.
4. Version B closes by directing her to her own prescriber. Every consumer response does.
What is the same in both: the warning itself. Version B is simpler and more specific, not weaker. If a plain-language version leaves the reader less clear about what to avoid, it has failed.
Global and local
A globally approved document is not usable anywhere until someone has checked it against the local label — and translation is the smallest part of that check
What must be checked
| Element | Why it can differ locally |
|---|---|
| Indication | Approved lines of therapy, populations and disease stages vary by market |
| Dose and schedule | Different doses are authorised in different markets |
| Contraindications and warnings | National authorities can add restrictions |
| Formulation and presentation | Strengths and pack sizes differ; some presentations are not marketed |
| On-label status of the answer | Content that is on-label globally may be off-label locally, changing which process applies |
| Regulatory and code requirements | Required disclaimers and adverse event reporting statements differ |
| Reference availability | A cited publication or guideline may not be relevant locally |
The local affiliate is accountable for what is provided in its market. A globally approved document confers no local approval, and “it came from global” is not a defence at a local inspection.
When that happens, the whole handling changes — the off-label process applies, the unapproved status must be stated, and the interaction is tracked separately. A translated document carries none of that, because in the source market none of it was needed.
Drills
Local label in your market: standard dose 75 mg; reduce to 50 mg in moderate impairment; approved for second line only; carries an additional national warning on hepatic monitoring; the 100 mg strength is not marketed.
1. Standard dose differs. Global says 100 mg; locally 75 mg is authorised. The document must state 75 mg. This alone makes the translated global version unusable.
2. The 100 mg strength is not marketed here. Any reference to it must be removed, not merely converted — it is not obtainable.
3. Indication is narrower. First-line use is approved globally and not locally. If an enquiry concerns first-line use it is off-label in this market, and the local document must not present it as approved.
4. An additional national warning exists on hepatic monitoring. It is absent from the global document and must be included, because it is part of the local approved position.
5. The CCDS citation must go. The company core data sheet is an internal reference and is not the approved label in any market. The local label is cited instead.
6. Reduced dose happens to match at 50 mg — but that must be confirmed against the local label rather than assumed, and the confirmation documented.
What the local document must do: state 75 mg as the standard dose; remove all reference to the 100 mg strength; limit the approved indication to second line and flag first-line enquiries as off-label; add the national hepatic monitoring warning; cite the local label with section and version; and go through local medical review and approval before use.
The one that would do most harm: issue 1. A perfectly translated document telling clinicians the approved dose is 100 mg, in a market where 75 mg is authorised and 100 mg is not even available, provides off-label dosing as though it were approved — to every enquirer, repeatedly, until someone notices.
Governance and metrics
Version control, archiving, review cycles and the numbers the function reports — what makes the whole operation defensible at inspection
Governance requirements
| Requirement | Why |
|---|---|
| Version number and date on every document | Establishes what was current on any given date |
| Archived superseded versions | Reconstructing what was provided historically |
| Defined review cycle | Documents drift out of alignment with the label; annual review is typical, with immediate review on label change |
| Named reviewers and approvers | Accountability for content, medical accuracy and compliance |
| Full enquiry record | Question, response, date, enquirer, documents provided |
| Retention for the defined period | Regulatory retention requirements apply and vary by market |
| Trigger to review on label change | A label change makes affected documents wrong immediately, not at the next annual cycle |
“This label changed in March. When did your response documents change?” Requires a documented link between label changes and document review. A gap here means enquirers were given superseded information, and the length of the gap is the size of the finding.
Metrics that mean something
| Metric | What it is actually telling you |
|---|---|
| Enquiry volume by product and topic | Where clinical uncertainty sits; where materials may be unclear |
| Enquiries about a specific adverse event | Possible emerging safety signal — goes to pharmacovigilance |
| Off-label enquiry volume by indication | Unmet need — or that someone in the field is prompting questions |
| Proportion answered by existing SRD | Library coverage; a falling proportion means the library is behind |
| Time to response | Service quality, usually against a defined standard |
| Repeat questions with no SRD | The list of documents to write next |
Surfacing it is part of the job, not an optional extra — and pharmacovigilance systems formally recognise enquiry patterns as a signal source.
Drills
· Total enquiries 412, up from 260 in Q2.
· 31 enquiries about peripheral neuropathy, up from 4 in Q2. Label lists it as common.
· Off-label enquiries about paediatric use: 22, up from 3 in Q2, all from one region.
· 68% answered by existing SRD, down from 84%.
· Mean response time 4.1 days against a 3-day standard.
· Three enquiries this quarter mentioned a side effect in passing; two AE reports were raised.
2. Neuropathy enquiries up from 4 to 31. Escalate to pharmacovigilance now. The event is labelled as common, but an eightfold rise in questions about one event is exactly the pattern signal detection looks for — it may indicate a higher real-world frequency or greater severity than the label conveys.
3. Paediatric off-label enquiries up from 3 to 22, all from one region. Two possible explanations and both need action. It may be genuine unmet need — intelligence for the medical team. It may be that someone in that region is prompting the questions, in which case the enquiries are not unsolicited and the whole chain is non-compliant. Escalate to compliance as well as medical. The geographic concentration is what makes this suspicious rather than merely interesting.
4. SRD coverage down from 84% to 68%. The library is behind the questions being asked. Identify the recurring bespoke topics and commission new SRDs — and this is also partly causing finding 5.
5. Response time 4.1 days against a 3-day standard. Consistent with volume up and coverage down; more bespoke writing takes longer. Addressing finding 4 will partly fix this.
6. Three passing mentions, two AE reports. Investigate the third immediately. Either it was correctly assessed as not meeting the criteria and that assessment is documented, or an adverse event was missed. This is the smallest number on the page and the most serious.
The order of priority: finding 6 first, because a missed AE is a regulatory breach. Then 2 and 3, both escalations. Then 4, which fixes 5. The headline number — volume up 58% — is the least important thing here.
Channels and escalation
Call, email, congress stand, social media — the rules do not change with the channel, but the pressure to break them does
Channels and their pressures
| Channel | Specific pressure | Discipline required |
|---|---|---|
| Telephone | Real time; no chance to check before speaking | It is always acceptable to say you will confirm and call back. Capture verbatim as you go. |
| Easy to attach more than was asked for | Attach only what answers the question. Every extra document is unsolicited dissemination. | |
| Congress stand | Face to face, senior enquirers, social momentum | Same rules. Take the enquiry and follow up in writing rather than improvising. |
| Social media | Public, fast, and adverse events arrive unannounced | Never answer a clinical question publicly. Move it to a private channel; capture any adverse event. |
| Via a field colleague | Pressure to answer quickly and helpfully for a customer | Verify the enquiry was genuinely unsolicited. Respond to the enquirer, not through the representative where possible. |
It is honest, it is professional, it buys you the ability to check the label and the process, and it converts an improvised verbal answer into a documented written one. Nobody has ever thought less of a medical information professional for saying it.
When to escalate
| Situation | Escalate to |
|---|---|
| Adverse event, special situation, or complaint | Pharmacovigilance or quality, on the required timeline |
| A question implying imminent patient harm | Medical lead, immediately — do not wait for the normal process |
| Signs that an off-label enquiry was prompted by the company | Compliance |
| A media, legal or regulatory enquiry | Communications, legal or regulatory — never answered by medical information |
| A request to provide something you believe is non-compliant | Your manager, in writing |
| A pattern across enquiries | Pharmacovigilance and the medical lead |
Drills
2. A caller says her husband took a whole month's supply at once two hours ago.
3. A congress delegate asks for a copy of a slide from a competitor's presentation.
4. A regulator's office emails asking for the response you provided to a named clinician.
5. A public post says "been on this 3 months, hair falling out, anyone else?"
2. Potential overdose, possibly ongoing patient risk. Action: advise her to contact emergency services or take him to hospital immediately — that is signposting to urgent care, not clinical advice, and it is appropriate. Capture as an adverse event and special situation. Escalate to the medical lead immediately; do not wait for the normal timeline.
3. Not a medical information enquiry. A competitor’s slide is not company material and is not yours to distribute. Action: direct them to the presenting author or the congress organisers. No escalation needed.
4. Not answered by medical information. Action: route to regulatory affairs immediately and do not respond directly. Assemble the enquiry record and the archived document version, since they will be needed — but the response goes through regulatory.
5. Adverse event in a public post. Identifiable patient (the poster), identifiable reporter (same person), suspect product, and an event. All four elements present. Action: capture and forward to pharmacovigilance; reply publicly only to invite them to a private channel; do not answer clinically in public and do not delete the post.
The pattern: only one of the five is a normal enquiry, and it is the one you decline. Two require immediate escalation on different routes, one goes to compliance, and one is not your function at all. This is closer to a real week than the drills that precede it.
Capstone and exit assessment
One enquiry containing eighteen distinct obligations and traps. The task is to handle it correctly end to end
"Dear team — I saw your representative last week and she suggested I write to you about using [product] in patients under 18, as we have several adolescents who have failed standard therapy. Could you send me whatever data you have?
Separately: one of my adult patients on the 100 mg dose developed severe mouth ulcers after six weeks. We stopped and they resolved. I've restarted at a lower dose and they haven't come back. Is this a known effect?
Also, the last shipment we received had two vials with cracked seals — we discarded them.
And finally, how does this compare with [competitor]? My pharmacy committee is asking. — Dr [name], [hospital], São Paulo"
What you have:
· Brazilian label: approved adults 18+, 75 mg standard dose (not 100 mg). Mucositis listed as a common adverse reaction.
· One published open-label adolescent study, n = 38, response rate 29%, uncontrolled.
· Ongoing Phase III adolescent trial, registered; submission planned.
· No head-to-head trial with the competitor. A published network meta-analysis exists.
· Global SRD on adolescent use exists, written for a market where the 100 mg dose is approved.
Intake and classification (5)
1. Recorded the question verbatim, all four parts.
2. Enquirer type: healthcare professional. Country: Brazil — which determines the label.
3. Identified four separate matters in one email: off-label enquiry, adverse event, quality complaint, comparative question.
4. Flagged the enquiry as off-label for the adolescent part.
5. Flagged that the enquiry was prompted by a representative — the single most important observation in the whole case.
The adolescent question (4)
6. Recognised it is NOT unsolicited. “Your representative suggested I write to you” means the company initiated it, so the off-label exemption does not apply. The data must not be sent on this basis.
7. Explained this to the enquirer courteously, without implying he did anything wrong.
8. Did not mention the ongoing trial or the planned submission.
9. Did not use the global SRD — it is written for a 100 mg market and is wrong for Brazil.
The adverse event (4)
10. Captured mucositis as an adverse event and forwarded to pharmacovigilance. All four minimum elements present.
11. Recognised the positive dechallenge and rechallenge pattern — resolved on stopping, not recurred at lower dose — and recorded it, as it is clinically informative.
12. Answered the actual question: mucositis is listed as a common adverse reaction in the Brazilian label, with reference.
13. Noticed the patient is on 100 mg, which is not the approved Brazilian dose (75 mg). This is off-label dosing, and it must be flagged in the response and in the safety report.
The complaint and the comparison (3)
14. Cracked vial seals raised as a product quality complaint, with a request for batch numbers — noting the vials were discarded, so obtain details quickly.
15. Comparative question: stated that no head-to-head data exist; cited the network meta-analysis identified as an indirect comparison with its limitations.
16. Did not place the two trials’ numbers side by side.
Escalation (2)
17. Escalated to compliance regarding the representative prompting an off-label enquiry.
18. Escalated the adverse event to pharmacovigilance and the complaint to quality, on their respective timelines.
Model response summary
“Thank you for your enquiry.
On mucositis: severe mouth ulcers are consistent with mucositis, which is listed as a common adverse reaction in the Brazilian product information [reference, section, version]. I have passed the details of your patient to our safety team, who may contact you for further information. I note from your message that this patient was receiving 100 mg; the approved dose in Brazil is 75 mg once daily [reference].
On use in patients under 18: [product] is approved in Brazil for adults aged 18 and over only. I understand our representative suggested you contact us on this topic. As information on unapproved uses can only be provided in response to an enquiry you have raised independently, I am not able to send materials on this basis. If you would like to raise the question directly, please write to us and we will respond.
On the comparative question: no head-to-head randomised trial has compared [product] with [competitor]. A published network meta-analysis including both agents is available [reference]; as an indirect comparison it is subject to the limitations of differing trial populations and designs.
On the vials: I have raised a product quality report. Could you provide the batch numbers and expiry dates from the affected packs?”
Scoring
14–18 — pass. You handled a genuinely difficult enquiry correctly, including the two points most people miss.
9–13 — close. Note which block you lost points in and redo that module.
Under 9 — work through Week 3 again before retrying.
The two that separate people: points 6 and 13. Almost everyone answers the adolescent question helpfully, because the clinician has real patients and a real problem — and the single sentence about the representative makes it non-compliant. And almost nobody notices that 100 mg is not the approved Brazilian dose, because the enquirer mentioned it in passing while asking about something else entirely.
Retake the diagnostic
Return to Module 1.1 and take the 24-item diagnostic again. Your first score is the baseline; the difference is the only honest measure of what changed.
Then pair it with the foundations. Reading Source Documents teaches you where the answers live; Statistics teaches you what the numbers mean; Scientific English teaches you the sentences. This course teaches you what you are permitted to say, to whom, and when.