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Biomarker Strategy Planning

Biomarker Strategy Planning: a cited biomarker strategy in days, with every assay timed to the study that needs it

A cited biomarker strategy for every programme in days, each assay timed to its study.

See one case, screen by screen ↓
target6.5daysmedian from request to a signed strategy, against about 38 by hand
target100%of claims cited to the source passage, one click away
demo112cited claimsin the sample strategy, from 47 sources, with 0 uncited claims
demo≈ 190PET scansavoided in the sample case if the pre-screen is ready for study 201, as the agents cost it
In short

What is Biomarker Strategy Planning?

A plan for which biomarkers a programme uses to show target engagement, pharmacodynamic change, select patients and see harm early — and, for each, the assay, whether it is validated for that context of use and when it is ready for the study that needs it. Biomarker Strategy Planning builds it with six agents and shows it as a strategy map across the phases, with every claim cited.

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Updated

The problem

Why a biomarker strategy takes weeks and still hides the timing

Every programme that reaches a stage gate needs a biomarker strategy: which markers show target engagement, which show the biology moving downstream, which select the patients and which show harm early — and for each, whether an assay is validated for that context of use. Today a translational medicine lead reads the literature, the Phase 1 biomarker and laboratory reports, vendor specifications, registry records and guidance, then writes it by hand in the house template over four to eight weeks. A biomarker scientist re-checks the numbers, and the board gets a static document that ages the day it is signed.

What it rarely shows is when each assay will actually be ready for the study that needs it. A patient-selection test that is late for its study is found late — often after rivals in the same indication are already enrolling on it — and the trial pays in scans, screen failures and months. In the sample case, a late CLIA transfer means study 201 screens every candidate by amyloid PET: about 420 scans.

estimated4–8weeksto write one biomarker strategy by hand
typical25.9%likelihood of approval from Phase I for programmes that select patients with a biomarker, against 8.4 % without
demo≈ 420PET scansin study 201 of the sample case when the pre-screen is late
Where a strategy’s working days goestimated
By hand38 days
With the solution6.5 days
  • Searching and reading papers and preprints for each candidate marker10 → 1 d
  • Pulling values from our Phase 1, validation and stability reports6 → 0.5 d
  • Reading rival registries and congress posters5 → 0.5 d
  • Validation status, precedent and assay timing against each study5 → 1 d
  • Drafting the house template, every claim cited8 → 1.5 d
  • Scientist check, section co-signs and the board pack4 → 2 d

Estimated split for one programme’s biomarker strategy before a stage gate, by hand and with the solution; the totals follow the solution’s own figures of about 38 days by hand and a 6.5-day target.

How it works

How a strategy moves

Four readers gather evidence and the field in parallel, a writer drafts, a reviewer times every assay against its study; a scientist checks the values and the board signs.

What comes in
Request inProgramme + stage gate · papers, our data, trials, assays
Agents at work
Literature scout
Internal data reader
Trial design analyst
Assay & precedent reader
Then
Strategy writerhouse template
Then
Gap & risk reviewerassay timing + owner
A person decides
Translational boardsigns after a scientist checks values
What comes out
Strategy map
Signed strategy
Assay plan
One case, step by step

One programme, from a late pre-screen to a strategy ready for the board

Northwind Bio’s NWB-3140, an anti-amyloid antibody in early Alzheimer’s disease, is moving from Phase 1b to Phase 2. Study 201 (n = 180) starts in May 2027, study 202 (n = 600) in Q2 2028, the pivotal study in 2029. Strategy v3 is at scientist review and the translational board meets on Oct 21. Here is what happens, screen by screen, in the working solution.

  1. 01Two weeks before the board

    Nine biomarkers, four lanes, one card not ready

    Dr. Maya Chen · Translational medicine lead, neuroscience

    NWB-3140 opens on its strategy map: target engagement, pharmacodynamic, patient selection and safety as lanes, Phase 1b to Phase 3 as columns, each card with its assay, readiness and the decision it supports. The header reads 9 biomarkers, 3 with an open gap, 1 not ready when needed. In patient selection, the Phase 2a card is red: plasma p-tau217, “Pre-screen not ready: CLIA transfer ends Jun 2027”.

    “Show me which test is ready for which study — not a list of markers.” — Dr. Maya Chen

  2. 02The field lane

    Two rivals already enrol on the same marker

    Trial design analyst

    Below the lanes, the field lane places rival trials in the same indication by phase, read from registries, posters and papers. HLV-210 (Halvor Therapeutics, Phase 3, n = 1,600) pre-screens with plasma p-tau217 and confirms with PET, enrolling since Mar 2025. SLW-4 (Selwyn Bio, Phase 3, n = 1,150) enriches with p-tau217 plus Aβ42/40, enrolling since Nov 2024. Both carry the flag “same marker as ours”.

    “Two rivals already enrol on plasma p-tau217 … our plan starts it only at Phase 2b, so study 201 screens ≈ 420 candidates by PET.”

  3. 03One click

    “See what would bring it forward”

    The agents

    The science is not the problem — AUC 0.93 against amyloid PET, 91 % sensitivity, 89 % specificity — the laboratory is. Maya asks the agents. The trial design analyst re-reads the HLV-210 and SLW-4 registry records, the assay and precedent reader checks 6 CLIA laboratories for the same digital immunoassay platform, and the gap and risk reviewer compares timelines with first participant in.

    “Arden Clinical Laboratory: platform in place, validation slot from Jan 11.”

  4. 04Seconds later

    Two options, costed

    Gap & risk reviewer

    Option A: a second CLIA laboratory. Arden Clinical Laboratory runs the same platform and has a January slot — transfer in 14 weeks, ready March 2027, two months before first participant in. Cost $165,000, about 190 PET scans avoided, about $1.0 M and 9 weeks of enrolment saved. Option B: keep the plan — PET for every candidate in study 201, about 420 scans, no transfer risk.

    The estimates are on screen: PET ≈ $5,800 a scan, pre-screen ≈ $240 a test, 55 % of candidates go on to PET.

  5. 05Proposed

    She proposes option A — the diagnostics lead decides

    Dr. Maya Chen · Translational medicine lead

    Maya clicks “Propose option A”. The patient-selection card now shows the pre-screen as proposed for study 201, the gap records the option, and the decision goes to Omar Haddad, the diagnostics lead, due Nov 14. Nothing is booked: an option stays a proposal until he decides.

    “Option added to the plan. CLIA transfer at Arden Clinical Laboratory by Mar 2027; Omar Haddad decides on Nov 14.”

  6. 06Assay plan

    Every assay against first participant in

    Gap & risk reviewer

    The assay development plan lays out each activity with its owner against the study calendar: the Kestrel CLIA transfer, the proposed Arden transfer, two-platform bridging in 120 Phase 1b samples, GFAP re-validation with stabiliser tubes, APOE genotyping set-up, the central imaging charter — and the milestones for protocol final, the locked sample-collection plan and first participant in.

    Critical path: “GFAP re-validation ends in mid-March, just before the sample-collection plan is locked.”

  7. 07Values checked

    A number he cannot trace does not go in

    Sam Patel · Biomarker scientist

    Every extracted value sits beside the passage it came from. Plasma GFAP is waiting for him at 0.82 confidence: sample stability study SS-118 reports 84 % recovery after 9 months at −80 °C, below the 85 % acceptance criterion. Values under the 0.90 threshold wait for a biomarker scientist; he confirms them or corrects a value.

    “A number I cannot trace back to the page does not go in the strategy.” — Sam Patel

  8. 08The strategy

    Eight sections, every claim cited

    Strategy writer

    Strategy v3 follows the house template — context of use, target engagement, pharmacodynamics, patient selection, safety, assay development plan, regulatory route, gap analysis — with 112 cited claims from 47 sources and 0 uncited claims. Each section shows who checked or co-signed it, and each citation opens the source at its passage. A section can be regenerated; the whole strategy exports as .docx with the evidence table as .xlsx.

  9. 09Gap analysis

    Five gaps, each with an owner and a date

    Gap & risk reviewer

    The reviewer reads the draft like a board member and lists the gaps: GFAP stability (High, Sam Patel, Nov 30), the p-tau217 pre-screen not ready for study 201 (High, Omar Haddad, Nov 14), tau PET tracer at only 9 of 40 sites (Medium, Kenji Mori, Dec 15), no two-platform bridging (Medium, Sam Patel, Jan 15) and the cost of the intermediate zone (Low, Maya Chen, Dec 1).

    The gap and risk reviewer never closes a gap — only a person can assign it or accept the risk.

  10. 10Ready for the board

    Co-signs in; the board chair signs with a reason

    Dana Okafor · Translational board chair

    Maya signed as author, Sam Patel checked the values, Lena Ortiz co-signed target engagement and Omar Haddad co-signed patient selection. The strategy goes to the translational board for Oct 21. Dana Okafor decides — approve, approve with conditions, or return for rework — with an electronic signature recording the date, time and reason.

    “All co-signs are in. Send the strategy to the translational board — the pack closes Oct 14.”

Who it’s for

Built for everyone who signs a biomarker strategy.

The same strategy, seen by the five people who carry it to the board — what their weeks looked like, and what they look like now.

MC
Dr. Maya ChenTranslational medicine lead, neuroscience · owns NWB-3140 and Talmirex
Translational medicine lead
Before
Spends four to eight weeks reading, extracting and writing each strategy, and finds a late assay only when the study calendar is already set.
Now
Opens each programme on its strategy map, sees which test is ready for which study, and asks the agents what would bring a late one forward.
SP
Sam PatelBiomarker scientist · confirms extracted values
Biomarker scientist
Before
Re-checks every number in a draft against papers and reports he has to find again.
Now
Sees each value beside its source passage; only values under 0.90 confidence wait for him to confirm or correct.
OH
Omar HaddadDiagnostics lead · co-signs patient selection, decides the diagnostic route
Diagnostics lead
Before
“The science was ready. The laboratory was not.” CLIA transfers and device questions surface after the study plan is fixed.
Now
Gets the gap, the costed options and the decision date in one place, and decides which laboratory route goes into the plan.
LO
Lena OrtizClinical pharmacologist · co-signs target engagement
Clinical pharmacologist
Before
“Exposure first, then the biology.” Reviews target-engagement text without the PET and CSF numbers beside it.
Now
Co-signs her section with every claim cited to the Phase 1b report or the paper it came from.
DO
Dana OkaforVP Translational Sciences · board chair
Translational board chair
Before
“Tell me what rivals already enrol on before you ask me to sign.”
Now
Signs or returns each strategy with a reason, with the co-signs, the open gaps and the field comparison in the pack.
Built on the engine

6 agents. Each with one job, and hard limits.

Four readers gather evidence and the field in parallel, a writer drafts, a reviewer times every assay against its study; a scientist checks the values and the board signs.

Literature scout

Finds and reads papers and preprints for each candidate biomarker in full text and extracts sensitivity, specificity, AUC, cut-offs and cohort details, with the cohort size, reference standard and page.

  • Cites only sources read in full text
  • Reports numbers exactly as written — never rounds, converts or combines them
  • Labels preprints as not peer reviewed
Internal data reader

Reads our own Phase 1 biomarker reports, laboratory validation reports and stability studies, and extracts effect sizes, confidence intervals, LLOQ, precision, parallelism and stability against the report’s acceptance criteria.

  • Respects confidentiality labels
  • Flags any value outside its acceptance criterion
Trial design analyst

Reads rival trial registry records and congress posters and records how each biomarker is used — selection, enrichment, stratification, endpoint, safety — with cut-offs and timing, compared with our design.

  • Public sources only
  • Records the registry update date
Assay & precedent reader

Reads vendor specifications, validation reports and regulatory records; sets each biomarker’s validation status and regulatory precedent for its context of use, and finds CLIA laboratories and slots when an assay is late.

  • Never infers qualification without a record
  • Flags tests that decide treatment as device-relevant
Strategy writer

Drafts the strategy in the 8-section house template — context of use, target engagement, pharmacodynamics, patient selection, safety, assay development plan, regulatory route, gap analysis — with every factual sentence cited.

  • No uncited factual sentence
  • Uses only scientist-checked values
  • Keeps the house section order
Gap & risk reviewer

Reviews the draft like a board member: unsupported or single-source claims, missing validation, lead times and site feasibility. Times each assay against first participant in, lists every gap with severity, owner and date, and costs the options.

  • Never closes a gap — only a person can
  • Cites the evidence for each gap
Translational board

Signs, with conditions on record. The agents propose; a named person decides.

Ask in plain words

Ask about any programme, biomarker or source

Ask in plain words about a programme, a marker, a rival design or a gap. Every answer cites its source and can open the screen it refers to.

When can we pre-screen with p-tau217, and who already does?

Not before Phase 2b as planned: the CLIA transfer at Kestrel Assay Labs ends in late June 2027, after study 201 starts in May. Two rivals already enrol on it — HLV-210 (Phase 3, plasma p-tau217 → PET, since Mar 2025) and SLW-4 (Phase 3, p-tau217 + Aβ42/40, since Nov 2024) — while NWB-3140-201 uses PET for every candidate, about 420 scans. The evidence is strong, AUC 0.93 against amyloid PET, so the limit is the laboratory, not the science.

Which programmes lack a validated patient-selection assay?

Three: Veltrimab (c-Met IHC — trial assay, companion test not contracted), NWB-8840 (B7-H3 IHC — assay not validated) and NWB-9152 (interferon signature — exploratory only). Veltrimab is the urgent one: co-development needs about 24 months and Phase 3 starts Q4 2027.

Why is GFAP a gap?

Plasma GFAP recovered only 84 % after 9 months at −80 °C, below the 85 % acceptance criterion, and Phase 2 samples will be stored up to 18 months. The leading competitor Phase 3 measures GFAP at weeks 26, 52 and 78. Proposed: re-validate with stabiliser tubes (Tamsin, Dec–Mar) — owner Sam Patel, due Nov 30.

How do we manage ARIA risk?

Two measures: APOE ε4 genotype before randomisation — ARIA-E 34 % in homozygotes against 11 % in non-carriers — and MRI before doses 3, 5, 7 and 14; Phase 1b ARIA-E was 2 of 22 (9 %), all asymptomatic. Unlike one competitor, homozygotes are included, with extra MRI.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The strategy mapFour biomarker lanes across the phases, each card with its assay, readiness and the decision it supports, and the selected marker’s evidence, precedent and gap beside it.
The field laneHow rival trials in the same indication use the same markers, placed by phase, with the ones that already enrol on it flagged.
Agents at workEach step runs in view: rival registries re-read, CLIA laboratories checked, timelines compared with first participant in, options costed.
What would bring it forwardTwo options with cost, scans avoided, money and enrolment weeks saved, and the estimates behind them.
An option proposedThe option goes into the plan as a proposal; the lane, the gap and the assay plan update, and the diagnostics lead is asked to decide.
Assay development planEvery assay activity with its owner against the study calendar, the milestones and the critical path to first participant in.
The cited strategyThe house template, section by section, with who checked or co-signed each one and every citation opening its source passage.
Gap analysisEach gap with its severity, evidence, proposed action, owner and due date — to assign or to accept as a risk.
Sign-offAuthor, scientist check and section co-signs with their times, then the translational board chair.
One biomarker, all its evidenceThe source passage highlighted beside the extracted values, each with its confidence, readiness and context of use.
Competitor landscapeHow other sponsors use the same biomarkers — pre-screens, cut-offs and endpoints — and our design against the closest rival.
DashboardStrategies signed, days from request to signed, values checked, coverage by role across the portfolio and where the evidence came from.
Your rulesHouse template, citation style, evidence rules, confidence threshold and approvers — all settings.
Governance

Built for a translational board: cited, checked, signed.

Every claim cites its passageEvery factual sentence in the strategy carries a citation that opens the source at the passage. Key claims need two independent sources, and single-source claims can be flagged in the draft.
A scientist checks the valuesExtracted values below 0.90 confidence wait for a biomarker scientist, who confirms or corrects them beside the source. The writer uses only checked values.
Agents stop at scientist reviewThe agents can move a strategy no further than scientist review. Section owners co-sign — clinical pharmacology for target engagement, diagnostics for patient selection — before it goes to the board.
People close gaps and choose optionsThe gap and risk reviewer lists and costs; it never closes a gap or chooses an option. An option stays a proposal until the diagnostics lead decides, and a person assigns each gap or accepts the risk.
The board signs with a reasonThe translational board chair approves, approves with conditions or returns the strategy with an electronic signature that records its meaning, the date, the time and the reason.
On the record, nothing copied outEvery agent step, value check, co-sign and decision is on the activity trail. Licensed full text is read in place and never copied out, and superseded strategies stay read-only.
Configuration

Your template and evidence rules, not ours

The house template, the evidence rules the agents follow on every run, and who signs what are settings.

SettingDefaultChoose from
House templateBiomarker strategy v4 — 8 sectionsBiomarker strategy v4 — 8 sections · Biomarker strategy v3 — 6 sections · Early-development biomarker plan — 5 sections
Citation styleNumberedNumbered · Author–year
Independent sources per key claim2Step up or down; claims with fewer sources are flagged in the draft
Flag single-source claimsOffOn · Off
Scientist check below this confidence0.90Step up or down; values under it wait for a biomarker scientist
Recency window5 years3 years · 5 years · 10 years — older papers only when nothing newer exists
PreprintsAllowed, always labelled as not peer reviewedOn · Off
ApprovalsValues: Sam Patel · target engagement: Lena Ortiz · patient selection: Omar Haddad · board chair: Dana OkaforAn approver chosen for each section and for the board
Connections

Works with the sources a strategy is built from

Licensed literature databasespapers and preprints, read in full text
Internal biomarker dataPhase 1 biomarker reports and assay data, read-only, plus the electronic lab notebook
Trial registries and congress abstractsrival designs and posters, re-read weekly
Vendor specification libraryassay specifications and validation reports
Regulatory recordsqualification opinions, device clearances and guidance
Your house templatethe strategy as a Word document, the evidence table as a spreadsheet
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
6.5days
median from request to a signed strategy
By hand≈ 38 days
With agents6.5 days
target
100%
of claims cited to the source passage, one click away
estimated
≈ 190PET scans
avoided when the pre-screen is ready for the next study (hero case)

“demo” = seen in the working solution, on its sample programme data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (BIO/Biomedtracker/Amplion, Clinical Development Success Rates 2006–2015 — 25.9 % vs 8.4 % likelihood of approval from Phase I with and without selection biomarkers). Context of use as in FDA, Bioanalytical Method Validation for Biomarkers, guidance for industry, 2025. People, companies, programmes, laboratories and trials named on this page are fictional — characters and sample data in the working solution.

Questions

What translational teams ask us.

What is a biomarker strategy?

A plan for which biomarkers a programme uses to show target engagement, pharmacodynamic change, select patients and see harm early — and, for each, the assay, whether it is validated for that context of use and when it is ready for the study that needs it. Biomarker Strategy Planning builds it with six agents and shows it as a strategy map across the phases, with every claim cited.

How does it know when an assay will be ready for a study?

The gap and risk reviewer times each assay against first participant in for the study that needs it, using the assay plan and the study calendar. A card that will not be ready when its phase needs it turns red, and the gap is listed with an owner and a date. In the sample case it found a CLIA transfer ending in June 2027 for a study starting in May 2027.

How does it compare our plan with rival trials?

The trial design analyst reads rival registry records and congress posters, from public sources only, and records how each marker is used — selection, enrichment, stratification, endpoint or safety — with cut-offs and since when. The field lane places those trials under our lanes and flags the ones using the same marker as ours.

Does it follow the context-of-use principle for biomarker validation?

The assay and precedent reader sets each marker’s validation status — from candidate to regulatory precedent — for its context of use, and never infers qualification without a record. Each card names the decision the marker supports, so the depth of validation can be read against it.

Can the AI change a value or close a gap?

No. Agents report numbers exactly as written, values under the confidence threshold wait for a biomarker scientist, and the writer uses only checked values. The gap and risk reviewer never closes a gap or chooses an option; a person does.

Do people stay in control of the strategy?

Yes. Agents can move a strategy no further than scientist review. Section owners co-sign their sections, the diagnostics lead decides laboratory and diagnostic routes, and the translational board chair approves, approves with conditions or returns the strategy with an electronic signature and a reason.

Can we use our own template and evidence rules?

Yes. The house template, citation style, number of independent sources per key claim, single-source flag, confidence threshold for a scientist check, recency window, preprints and the approvers for each section are all settings.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your house template, a past strategy, your Phase 1 reports and the sources you license — and it goes live once every quality gate has passed. We will walk you through it on one of your own programmes first.

See it on
your programmes.

We'll run Biomarker Strategy Planning on one of your own programmes before its next stage gate.