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The complete guide · November 2026

Biomarker strategy, explained.

A new medicine is judged partly through measurements: a brain scan, a blood marker, a stain on a tumor sample. A biomarker strategy is the plan that says which of those measurements a drug program will use and what decision each one supports. It also names the test behind each measurement, the evidence behind that test, and the date the test will be ready for the study that needs it.

This guide is for anyone who writes, checks, signs or pays for a biomarker plan: translational medicine leads, biomarker scientists, clinical pharmacologists, diagnostics leads, translational boards, and the leaders deciding whether to automate the work. No background needed.

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A quick example · fictional

Imagine you are a translational medicine lead at a mid-size biotech, Northwind Bio, with an antibody called NWB-3140 for early Alzheimer's disease. It is October 7, 2026, and your board meets on October 21. The next trial, study 201, wants 180 people with amyloid plaques in the brain, a hallmark sign of Alzheimer's,1 and its first participant is due in May 2027.

Your team found a blood test, plasma p-tau217, that could sort people before anyone has a PET scan, the costly brain scan that shows plaques.1 In the sample paper it finds 91% of people with plaques (its sensitivity) and correctly clears 89% of people without them (its specificity). The strategy says study 201 "pre-screens with p-tau217". Then you put two calendars side by side.

Study 201 calendar
Starts
May 2027
Needed
180 people
Screened
About 420
Laboratory calendar
Ready
Late Jun 2027
Lab
Kelbrook
Until then
PET for all
The test is late for its studyTwo options, costedcaught before the board, seven months ahead.

Nobody got the science wrong. The laboratory that must run the test for real enrollment decisions finishes about a month after the study starts, so as planned all 420 candidates go to PET at about $5,800 a scan. Meanwhile two rival trials already enroll on the same marker. A second laboratory could be ready by March 2027 for $165,000, with about 190 scans avoided.

A good biomarker strategy finds the test that will not be ready, while there is still time and money to do something about it.

Biomarker strategy planning guide
Part A · Understand it

Biomarker strategy in drug development: the categories, the rules, the assays and the arithmetic

What a biomarker strategy holds, which rules govern it, how the numbers work, what goes wrong and how teams do it today, explained without selling anything. If you are new to translational medicine, start here.

01 · In plain words

Every measurement in a drug program needs a reason and a date: what a biomarker strategy does

A biomarker is something you can measure that tells you what is happening in the body: a protein in blood, a change on a scan, a mutation in a tumor sample. Drug developers lean on these measurements because the thing they care about most, whether people live longer or feel better, can take years to see. A blood marker that falls within weeks can tell a team that a medicine reached its target and is doing what it was designed to do.

A drug program may use a dozen of these at once. One shows the drug reached its target. Another shows the biology downstream moved. A third decides who may join the trial. A fourth warns of harm early enough to hold the next dose. Each comes with a test, called an assay, run by a particular laboratory, on a particular kind of sample, to a particular standard of proof.

A biomarker strategy is the plan that holds all of this together. It usually falls to a translational medicine lead, the scientist who connects laboratory findings to trials in people, and it is usually due before a phase review, the meeting where a company decides whether to fund the next stage. For each marker it says what will be decided from the result, how strong the evidence is, which assay measures it, and whether that assay will be ready when the study needs it.

That last question is the one most easily missed. Assays run on a laboratory's calendar and studies run on a clinical team's calendar, and the two are often planned in different documents by different people. A strategy can be right about the science and still leave a trial screening hundreds of people the expensive way, because the cheaper test arrived a few weeks late.

One biomarker's path, from a promising paper to a decision in a trial

  1. Someone finds a candidate markerA paper or an early study suggests that plasma p-tau217 tracks amyloid plaques in the brain.
  2. The team names the decision it will support"Who goes on to a PET scan in study 201." This sentence, the context of use, sets everything after it.
  3. The strategy ties marker, assay, evidence and date togetherWhich test, which laboratory, what validation, and when it is ready against first participant in. This is where a late assay is caught, or missed.
  4. The laboratory validates and transfers the assayPerformance is established for this use, in the laboratory that will report results for real people.
  5. The study runs on itFrom here, a wrong cut-off or a late test costs scans, screen failures, months and sometimes a bridging study, which links a new test to the old one, years later.

Step 3 is the subject of this guide. The program and dates in this example are fictional.

What newcomers get wrong about qualified markers, cleared tests and planning time

FDA qualifies the marker and leaves the assay to you

FDA's own page says "a biomarker is qualified, and not the biomarker measurement method".2 A qualified marker does not hand you a ready test.

Very few biomarkers are formally qualified

Eight had been qualified through FDA's program as of July 1, 2025, the latest in 2018, out of 99 listed projects.3,4,5 A ninth followed that December, an AI pathology tool.4,6 A sponsor, the company running the trial, can instead argue a marker inside its own application.

A cleared test is cleared for a stated use

FDA's first plasma p-tau217 clearance, in May 2025, covers people with signs of cognitive decline in specialized care, and the test "is not intended as a screening or stand-alone diagnostic test".1 Enrolling a trial is a different use.

Nobody publishes how long a strategy takes

We found no regulator, study or trade body that measures the hours in a biomarker strategy, or how often a late assay delays a trial. Your own baseline is the figure you can defend.

Context of use, fit for purpose, CLIA, companion diagnostic: what each means in a biomarker plan

Context of use

The short statement of how a biomarker will be used: its category, and what it is used for, at which stage, in whom.

Fit for purpose

Sizing an assay's validation to the decision its result will carry.

CLIA

The Clinical Laboratory Improvement Amendments: US federal rules for laboratories that report results about individual people.7 A CLIA laboratory must establish how its test performs before it reports.

Companion diagnostic

A test essential to using a particular medicine safely and effectively, regulated as a device with its own review.

Fourteen terms are defined in the one-page summary.

02 · The BEST categories

The BEST glossary's seven biomarker categories, and how they map to a program's four lanes

In shortFDA and the National Institutes of Health (NIH) publish one shared vocabulary, the BEST glossary, with seven categories of biomarker. FDA's draft qualification framework asks that a biomarker be classified by one of them. Teams then often plan in four working lanes: target engagement, pharmacodynamics, patient selection and safety. The categories are the regulator's words, and the lanes are a planning view.

BEST stands for Biomarkers, EndpointS, and other Tools. The FDA-NIH Biomarker Working Group created the resource on January 28, 2016. Listings we could read show its glossary chapter last updated on November 29, 2021, and other chapters carry other dates.8 It is a glossary, so it settles what words mean and sets no evidence bar.

The glossary defines a biomarker as "a defined characteristic that is measured as an indicator of normal biological processes, pathogenic processes", or of responses to an exposure or intervention.9 FDA adds the limit: "A biomarker is not an assessment of how an individual feels, functions, or survives."2 FDA's framework draft lists the seven categories and says a biomarker "should be classified" by one.10 We read the glossary's wording through the sources cited here, and we could not open its own page. Check it there before quoting it in a submission.

BEST categoryIn plain wordsA question it answers in a trial plan
DiagnosticIdentifies people with a disease or a subset of itDo these candidates have amyloid plaques?
MonitoringMeasured serially to follow a disease or a medical product's effectIs the disease still active at each visit?
Pharmacodynamic/responseShows a biological response has occurred after exposureDid the biology move at this dose?
PredictiveIdentifies people more likely than similar people without the marker to have a favorable or unfavorable effect from the productWho will respond to this particular drug?
PrognosticIdentifies the likelihood of a clinical event, recurrence or progression in people who have the conditionWho is likely to worsen during the study, on any treatment?
SafetyMeasured before or after exposure to a medical product to indicate the likelihood, presence or extent of toxicityShould this participant receive the next dose? Should the next cohort start?
Susceptibility/riskIndicates the potential to develop a disease in someone who does not yet have itWho, among healthy people, might develop the disease?
Patient selection draws on the most categories; target engagement on the fewest

How often each BEST category serves each planning lane, in our reading

RarelySometimesOften
Target engagementPharmacodynamicsPatient selectionSafetyDiagnosticRarelyRarelyOftenRarelyMonitoringRarelySometimesRarelySometimesPharmacodynamic/responseOftenOftenRarelyRarelyPredictiveRarelyRarelyOftenSometimesPrognosticRarelyRarelySometimesRarelySafetyRarelyRarelyRarelyOftenSusceptibility/riskRarelyRarelySometimesRarely

Our reading of the sources 10,9 · The four lanes are common practice with no regulatory standing. A lane is a question a team asks. A category is how a regulator classifies the answer.

Show the numbers
Target engagementPharmacodynamicsPatient selectionSafety
DiagnosticRarelyRarelyOftenRarely
MonitoringRarelySometimesRarelySometimes
Pharmacodynamic/responseOftenOftenRarelyRarely
PredictiveRarelyRarelyOftenSometimes
PrognosticRarelyRarelySometimesRarely
SafetyRarelyRarelyRarelyOften
Susceptibility/riskRarelyRarelySometimesRarely
Predictive and prognostic are the pair teams confuse. A prognostic marker tells you who will do badly anyway. A predictive marker tells you who does better on this drug than on the alternative, which takes a comparison across treatments to show. A single-arm study can suggest the first and cannot establish the second. In our reading, the same care applies to a genotype that raises one drug's side-effect risk: BEST's predictive definition covers an unfavorable effect from a product, and its susceptibility/risk definition is about developing a disease.9
03 · Context of use

Writing a biomarker context of use: one category, one purpose, one stage, one population

In shortThe context of use is the sentence that says how a marker will be used. US law defines the term, FDA's draft framework gives it two components and four elements, and a good one sets how much evidence and validation the marker owes. Write it first, before the literature review.

Section 507 of the Federal Food, Drug, and Cosmetic Act, added by the 21st Century Cures Act on December 13, 2016, defines context of use as "the circumstances under which the drug development tool is to be used in drug development and regulatory review".11

FDA's framework draft of December 2018, still a draft, calls it "a concise description of a biomarker's specified use in drug development" with two components: "(1) the biomarker category and (2) the biomarker's proposed use".10 For qualification, it adds that each effort "should identify a single COU", meaning one context of use.10

A context-of-use statement is built from one category and four elements
  1. 1Category

    One of the seven BEST words.

    DiagnosticComponent 1
  2. 2Purpose

    What it is used to do.

    Pre-screen before confirmatory imagingComponent 2
  3. 3Stage

    Which phase of development.

    Phase 2 studyComponent 2
  4. 4Population

    Who, or which model.

    Adults with early symptomatic diseaseComponent 2
  5. 5Mechanism

    Which way the drug works, if relevant.

    An antibody that clears amyloidComponent 2

Our reading of the sources 10 · FDA's draft lists the four elements of the proposed use "as appropriate". The middle line in each step is a fictional example.

Show the numbers
StepWhat happensWhoTime
CategoryOne of the seven BEST words.DiagnosticComponent 1
PurposeWhat it is used to do.Pre-screen before confirmatory imagingComponent 2
StageWhich phase of development.Phase 2 studyComponent 2
PopulationWho, or which model.Adults with early symptomatic diseaseComponent 2
MechanismWhich way the drug works, if relevant.An antibody that clears amyloidComponent 2

Four context-of-use statements from one fictional Alzheimer's program

LaneThe statementWhat it decidesWhat it therefore owes
Target engagementA pharmacodynamic biomarker, used to confirm amyloid removal at the doses chosen for Phase 2, in adults with early symptomatic diseaseWhich dose goes forwardChange by dose in your own cohort, with a read whose repeat variability is smaller than the change
PharmacodynamicsA response biomarker, used to size Phase 2b from the change seen over six months, in the same populationSample sizeEffect size and variability, on the platform you will use
Patient selectionA diagnostic biomarker, used to pre-screen candidates before confirmatory PET in a Phase 2 studyWho goes on to a scanAccuracy against PET in that population, at a stated cut-off, in a laboratory fit to report it
SafetyA safety biomarker, an imaging read used to decide whether a participant receives the next dose in Phase 2Continue, pause or stop dosing in the studyA central read with a written charter, and a schedule the protocol sets
The phrase "context of use" comes from the statute, and FDA's validation guidance uses other words. FDA's April 2026 guidance speaks of a "fit-for-purpose approach", and the words "context of use" do not appear in it.12 The idea is the same, and the phrase comes from the statute and the qualification framework.11,10 Quote each source for what it says.
04 · FDA biomarker qualification

The FDA biomarker qualification program: three stages, few qualified, and why most programs skip it

In shortQualification makes a biomarker usable by anyone for a stated use, without re-arguing the evidence. It runs in three stages set by statute, and measured review times run about double FDA's targets. It suits consortia and shared problems. A single program can usually argue its marker in its own application.

The statute defines qualification as a determination that a tool and its context of use "can be relied upon to have a specific interpretation and application in drug development and regulatory review".11 Once qualified, a tool "may be used by any person in such context of use".11 FDA may rescind or modify a determination on new information, so a strategy that relies on one should record when it last checked.11

ICH E16, a guideline from the International Council for Harmonisation (ICH), describes qualification in the same terms, for genomic biomarkers. It was final at ICH in August 2010, and FDA issued it in August 2011.13

Stage 1

Letter of intent

The need, the biomarker, the context of use and how it is measured. FDA accepts or declines on its potential value and feasibility.2,11

Stage 2

Qualification plan

Existing evidence, knowledge gaps and analytical method details. FDA accepts or declines, and gives instructions for the next stage.2

Stage 3

Full qualification package

All supporting evidence. FDA decides whether the biomarker is qualified for that use.2 The process guidance has been final since November 2020.14

Measured reviews run about twice FDA's targets, and longer after the 2020 guidance

Median months, projects listed as of July 1, 2025

FDA targetMedian measured
Letter of intent review, all projects3 months6 months
Letter of intent review, projects after the 2020 guidance3 months13.4 months
Qualification plan review6 months14 months

Source 14,3,4 · Targets from FDA's 2020 guidance. Medians from Collins and colleagues, who work at Friends of Cancer Research, as their abstract and two summaries report them. The same paper measures a median of 32 months for a requestor to develop a qualification plan, 47 months for surrogate endpoint projects; a summary by the group gives 31 for the first. We did not read the full paper.

Show the numbers
FDA targetMedian measured
Letter of intent review, all projects3 months6 months
Letter of intent review, projects after the 2020 guidance3 months13.4 months
Qualification plan review6 months14 months
99

biomarker projects listed in the program, 61 of them accepted, as of July 1, 2025.3,4

Collins and colleagues, 2025, as summarized by Friends of Cancer Research
8

qualified by that date, the most recent in 2018.3,5 A further one, an AI pathology tool for trials in MASH, a fatty liver disease,15 followed in December 2025.4,6

FDA's project database holds the current list; it did not open for us
32 months

median time to develop a qualification plan.3

Collins and colleagues, 2025
Half of the eight biomarkers qualified by 2025 are safety biomarkers
Safety: 4Prognostic: 2Diagnostic: 1Monitoring: 1
8qualified
  • Safety4
  • Prognostic2
  • Diagnostic1
  • Monitoring1

Source 5,4 · As counted in November 2025. Here "safety" is the BEST category of biomarker. Every one of the eight went through FDA's earlier process, before the three stages began.

Show the numbers
PartValue
Safety4
Prognostic2
Diagnostic1
Monitoring1
Ten years of biomarker vocabulary and qualification rules, with the framework still a draft
  1. Jan 2016BEST glossary created

    Glossary chapter listed as last updated November 29, 2021.

  2. Dec 2016Section 507 enacted

    The three stages become law.

  3. Dec 2018Evidentiary framework

    Draft, and still one in November 2026.

  4. Nov 2020Process guidance

    Final.

  5. Jul 2025Eight qualified

    99 projects, 61 accepted.

  6. Dec 2025First AI tool qualified

    MASH trials; not for use in diagnostic procedures.

Source 8,11,10,14,3,4,6

Show the numbers
WhenWhat
Jan 2016BEST glossary created
Dec 2016Section 507 enacted
Dec 2018Evidentiary framework
Nov 2020Process guidance
Jul 2025Eight qualified
Dec 2025First AI tool qualified

When a program needs qualification, and when its own application is enough

FDA's framework notes that biomarkers have long been accepted within specific development efforts, with qualification addressing broader use.10

In practice the question for one program is whether anyone else needs to rely on this marker for this use. If a consortium wants a shared enrichment tool, qualification is the route. If one sponsor wants one marker for one dose decision, its investigational new drug application (IND) and later application carry the argument, and the strategy's regulatory section should say why.

In the EU, the European Medicines Agency (EMA) offers qualification advice on plans, a formal qualification opinion from its human medicines committee on a specific context of use, and letters of support to encourage data sharing.16

05 · Fit-for-purpose assays

Fit-for-purpose biomarker assay validation under FDA's April 2026 guidance

In shortFDA's current guidance is dated April 2026. It asks for a fit-for-purpose approach, full validation under ICH M10, the harmonized guideline on validating drug assays, when data support regulatory decisions such as approval or dosage instructions, and the sponsor's own judgment for internal decisions. It covers concentrations measured in sample materials, called matrices, such as blood or urine, so imaging reads and tissue scores need their own justification.

Older notes cite a January 2025 version, under three pages, which made no mention of context of use and drew complaints that it pointed to a standard that excludes biomarkers.17 The current text, final and dated April 2026, says "a fit-for-purpose approach should be used when determining the appropriate extent of method validation".12 One laboratory's commentary quotes the same words from the January version, so they may not be new.18 We found no published comparison of the two versions.

ICH M10, final in May 2022, remains the reference and "excludes biomarkers from consideration", yet FDA says its approach "should be the starting point", especially for chromatography and ligand-binding assays, two common laboratory methods.12,19 Where M10's criteria do not fit, FDA encourages sponsors to discuss their plans early and to justify the differences in their reports.12

The closer a result sits to a regulatory decision, the more validation it owes
How directly a regulator relies on it →
Full method, narrow use
Full M10-style validation
Sponsor's judgment
Fit for purpose at the cut-off
Phase 3 efficacy measureDosage instructionEligibility pre-screenDose selection in Phase 2Exploratory marker
How many people the result decides for →

Our reading of the sources 12,20 · Our placement. FDA draws the two ends: regulatory decisions at one, internal decisions at the other. It does not place an eligibility pre-screen; CLIA and device rules apply to that use separately.

Show the numbers
ItemHow many people the result decides for (0–1)How directly a regulator relies on it (0–1)
Phase 3 efficacy measure0.720.78
Dosage instruction0.250.72
Eligibility pre-screen0.720.28
Dose selection in Phase 20.250.30
Exploratory marker0.140.13

From defining the purpose to routine use: how biomarker method validation runs in stages

Validation starts by writing down the purpose, and repeats as the trial teaches you
  1. 1Purpose and candidate

    Define the purpose and choose the assay.

    ScientistFirst
  2. 2Preparation

    Reagents and a written plan.

    LaboratoryNext
  3. 3Performance

    Experiments, then a judgment against the purpose.

    LaboratoryNext
  4. 4In-study

    Collection, storage and stability in the trial itself.

    Laboratory and sitesDuring the trial
  5. 5Routine use

    Quality control and proficiency testing.

    LaboratoryOngoing

Our reading of the sources 20 · Our plain-word summary. Cummings and colleagues, 2010, written for anticancer trials, describe discrete stages, put defining the purpose first, and allow a return to earlier stages. We read a summary of that article, not its full text.

Show the numbers
StepWhat happensWhoTime
Purpose and candidateDefine the purpose and choose the assay.ScientistFirst
PreparationReagents and a written plan.LaboratoryNext
PerformanceExperiments, then a judgment against the purpose.LaboratoryNext
In-studyCollection, storage and stability in the trial itself.Laboratory and sitesDuring the trial
Routine useQuality control and proficiency testing.LaboratoryOngoing

FDA names the characteristics that define a biomarker method: "accuracy, precision, sensitivity, selectivity, parallelism, range, reproducibility, and stability".12 Parallelism asks whether a real sample, diluted, behaves like the calibrator, the reference material that sets the assay's scale. ICH M10 gives it special attention for substances the body also makes, and most biomarkers are of that kind.19 Cummings and colleagues judge a method's technical performance against its predefined purpose, since acceptance limits checked in isolation from the purpose do not amount to validation.20

Sample handling moves some Alzheimer's blood markers far more than others. The Global Biomarker Standardization Consortium reported in 2025 that plasma p-tau217 is highly resistant to handling differences, while Aβ42 and Aβ40, two forms of amyloid protein, and the p-tau217/Aβ42 ratio are the most sensitive. It names tube type and the delays before centrifuging and before −80 °C freezing as the steps to standardize most strictly.

In K2EDTA tubes at room temperature, Aβ42 and Aβ40 held only up to its 4-hour time point.21 We read a summary of this paper, not its full tables, so take the size of each change from the paper itself.

FDA asks the same question from the method side: "How do sample collection, handling, and storage affect the reliability of the data?"12 So a strategy's assay section should hold the tube, the time to the centrifuge, the storage limit and how long samples will wait. A stability study that covers 9 months is little use to a study holding samples for 18.

06 · CLIA and assay transfer

CLIA assay validation: why a result that decides enrollment runs on a laboratory's calendar

In shortA laboratory that reports results about individual people falls under CLIA, and it must verify or establish its test's performance before reporting. A research assay validated elsewhere does not carry over by itself. That work has a start date, an end date and a queue, and those dates belong in the strategy.

CLIA's rules exempt "research laboratories that test human specimens but do not report patient specific results for the diagnosis, prevention or treatment of any disease or impairment of, or the assessment of the health of individual patients".22 A result that tells a site whether this person goes on to a scan is specific to that person, so sponsors commonly require a CLIA-certified laboratory for it. That is our reading and common practice. Ask your own counsel about a given design.

Verifying a testEstablishing a test
When it appliesAn unmodified, FDA-cleared or approved test systemA modified cleared test, a test with no FDA clearance or approval, or one whose maker gives no specifications
What the laboratory showsAccuracy, precision and reportable range comparable to the manufacturer's, and that reference intervals fit its patientsAccuracy, precision, analytical sensitivity, analytical specificity, reportable range and reference intervals, as applicable
Deadline"Before reporting patient test results""Before reporting patient test results"
For a trial's assayRare: a cleared kit, used exactly as its labeling saysThe usual case for a new selection marker, repeated for each laboratory's own test system

Rows one to three from 42 CFR 493.1253(b).23 Row four is our reading.

The FDA rule on laboratory developed tests came and went in sixteen months
  1. May 6, 2024Final rule

    Adds laboratories as manufacturers in the definition of in vitro diagnostic products.

  2. Mar 31, 2025Vacated

    A federal district court vacates the rule.

  3. Sep 19, 2025Text reverted

    FDA restores the earlier regulation.

Source 24 · CLIA's duties on the laboratory stand throughout. The vacated rule does not settle whether a test used to select trial participants is an investigational device: the next section covers that.

Show the numbers
WhenWhat
May 6, 2024Final rule
Mar 31, 2025Vacated
Sep 19, 2025Text reverted
Put the transfer on the study calendar. We found no public figure for how long an assay transfer takes. Ask each laboratory for its queue, instrument, reagent lot plan and the date it could report a result. Then compare that date with first participant in, and with the date the sample-collection plan is locked. Two different platforms mean two different cut-offs until a bridging study says otherwise.
07 · Companion diagnostics

Companion diagnostic vs IVD: when a trial's selection test becomes a second regulated product

In shortAn in vitro diagnostic (IVD), a test on a sample taken from the body, becomes a companion diagnostic when a medicine cannot be used safely and effectively without it. FDA's guidance on this is final and dates from August 6, 2014. Its co-development guidance is still a July 2016 draft. Separately, any investigational test used in a trial needs a risk assessment under the device rules. Both questions belong on the strategy's first page.

Companion diagnostic definitions in the US and the EU

FDA · August 6, 2014

"An in vitro diagnostic device that provides information that is essential for the safe and effective use of a corresponding therapeutic product."25 It could identify those most likely to benefit, identify those at increased risk of serious adverse reactions, monitor response in order to adjust treatment, or identify the population in which the product has been adequately studied. Routine tests such as serum creatinine, used to monitor organ function, fall outside the definition.25

EU IVDR · Article 2(7)

The EU's In Vitro Diagnostic Regulation (IVDR) defines one as "a device which is essential for the safe and effective use of a corresponding medicinal product" to identify, before or during treatment, patients most likely to benefit, or patients likely to be at increased risk of serious adverse reactions.26 The notified body, an organization an EU country designates to assess a product's conformity,27 must consult a medicines authority or EMA.26

EMA says that consultation "focuses on the suitability of the CDx for use with the concerned medicinal product(s)", where CDx means companion diagnostic.28

The consequence sits in one sentence. If FDA finds a test essential to a novel product, it "generally will not approve the therapeutic product or new therapeutic product indication if the IVD companion diagnostic device is not approved or cleared for that indication".25 FDA allows exceptions, for example where a serious condition lacks alternatives, and expects the test to follow.25 So a late companion test can hold the medicine.

A selection test can pass through four states between Phase 1 and approval
  1. 1Research assay

    Exploratory use, no trial decision rests on it.

    Sponsor's laboratoryEarly
  2. 2Clinical trial assay

    Developed or contracted for testing in the trial. Risk assessed under the device rules.

    Sponsor and test partnerPhase 2
  3. 3Bridging study

    If a different test goes forward: concordance with the trial test, on the trial's own samples.

    Diagnostic partnerLate
  4. 4Companion diagnostic

    Authorized with the medicine and named in both labels.

    FDA reviews bothApproval

Our reading of the sources 29,25 · FDA's draft says a test other than the final one used in the main trials "generally" needs a bridging study. That is why trial samples must be banked and consented for it.

Show the numbers
StepWhat happensWhoTime
Research assayExploratory use, no trial decision rests on it.Sponsor's laboratoryEarly
Clinical trial assayDeveloped or contracted for testing in the trial. Risk assessed under the device rules.Sponsor and test partnerPhase 2
Bridging studyIf a different test goes forward: concordance with the trial test, on the trial's own samples.Diagnostic partnerLate
Companion diagnosticAuthorized with the medicine and named in both labels.FDA reviews bothApproval

Three device routes for a selection test used inside a trial

Before any marketing question, FDA expects the sponsor to assess the risk an investigational test presents to participants in that trial.29 The answer puts the test on one of three routes.

Significant risk

Needs an investigational device exemption (IDE)

A significant risk device includes one "for a use of substantial importance in diagnosing, curing, mitigating, or treating disease" that "presents a potential for serious risk".30

Non-significant risk

Abbreviated duties

These include a brief explanation to the ethics board.29

Exempt

A diagnostic device meeting every condition

Labeled as 21 CFR 809.10(c) requires, noninvasive, with no significant-risk sampling and no energy added to the participant, and "not used as a diagnostic procedure without confirmation of the diagnosis by another, medically established diagnostic product or procedure".31

A blood pre-screen confirmed by PET invites the exemption argument, in our reading, though FDA's examples of exempt use in its draft are exploratory or retrospective analyses that do not direct treatment. A sponsor should document its position and can ask FDA, whose determination overrides its own.29 Exemption says nothing about whether the test will later need authorization with the medicine.29 FDA's general guidance on this is a December 2017 draft, and its streamlined route, final since October 2019, is for oncology trials.32,33

Beware the local test. FDA's draft warns that prescreening on results from outside tests can skew a trial's population, and "planning to enroll subjects into a trial based on confirmation of a local test result is strongly discouraged".29 Send all candidates' specimens to the trial test if you may later need to show how the final test performs.

What FDA's companion diagnostic list shows in late 2026

FDA's list held 232 test-and-drug rows on the page dated September 28, 2026, plus nine group entries covering a class of oncology drugs, a route opened by guidance in April 2020.34,35 Rows count pairings, so one test can appear many times.

Almost every row on FDA's list is in oncology
Oncology: 225Outside oncology: 7
232rows
  • Oncology225
  • Outside oncology7

Source 34 · Our count, read November 3, 2026. The seven are in thalassemia, hemophilia, obesity and Duchenne muscular dystrophy. We found no Alzheimer's row.

Show the numbers
PartValue
Oncology225
Outside oncology7
FDA's list carries 15 to 28 dated rows for each year since 2020
222017
122018
92019
262020
152021
212022
172023
222024
182025
282026

Source 34 · Our count, by the first date shown in each row, which is often a supplement rather than the first authorization. It counts a row the page dates 0218 under 2018. 2026 runs to the page's date.

Show the numbers
PeriodValue
201722
201812
20199
202026
202115
202221
202317
202422
202518
202628
Oncology tests are moving down a class while the co-development guidance stays a draft
  1. Aug 6, 2014FDA companion guidance

    Final.

  2. Jul 2016Co-development guidance

    Draft, and still one.

  3. Nov 25, 2025Proposed order

    Nucleic acid-based oncology tests, class III to class II. Comments to January 26, 2026.

  4. Sep 16, 2026Final order in effect

    In situ hybridization oncology tests move to class II.

Source 25,29,36,37,26,38,39,40,41 · FDA's class III carries the greatest device risk and class I the lowest. We found no final order on the November 2025 proposal. A commentator reading FDA's table in early September 2026 found none, and FDA's product classification pages, read November 3, 2026, still list the proposal's codes at class 3. The IVDR dates serve devices already on the market under the old directive. A new companion test needs an IVDR certificate from the start.

Show the numbers
WhenWhat
Aug 6, 2014FDA companion guidance
Jul 2016Co-development guidance
Nov 25, 2025Proposed order
Sep 16, 2026Final order in effect
Dec 31, 2027IVDR, class D
Dec 31, 2028IVDR, class C
08 · Enrichment and screening arithmetic

Clinical trial enrichment: the sample-size table, the screening funnel and what a blood pre-screen saves

In shortSelecting patients can shrink a trial many times over, on stated assumptions. FDA's table shows a 16-fold saving at one extreme and 2.6-fold at a milder one, and assumes a perfect test. Working the funnel through with real accuracy figures shows both the scans saved and the eligible people missed.

FDA's enrichment guidance, final since March 2019, sorts these strategies into three groups: decreasing variability, prognostic enrichment (people more likely to have the event) and predictive enrichment (people more likely to respond).42 Prognostic enrichment "would increase the absolute effect difference between groups but would not be expected to alter relative effect".42 Predictive enrichment claims more, since it says the drug works better in these people, and it depends on having a test that finds them.

The 16-fold saving assumes the drug does nothing at all in marker-negative patients

Sample size needed in an unselected trial, as a multiple of a marker-positive trial

No effect in marker-negative patientsHalf the effect in marker-negative patients
05101520162.6
100% positive75% positive50% positive25% positive

Source 42 · FDA's Table 1, which states that it "assumes the classification of patients into positive versus negative is 100% accurate". No test is.

Show the numbers
No effect in marker-negative patientsHalf the effect in marker-negative patients
100% positive11
75% positive1.81.3
50% positive41.8
25% positive162.6

A worked screening funnel: 1,000 candidates, a blood test, then PET

Take one published meta-analysis, a study that pools earlier studies, which reports 82% sensitivity and 86% specificity for plasma p-tau217 against amyloid on PET.43 Assume 40% of candidates are amyloid positive, a figure you should replace. Of 1,000 people, 400 are positive and 600 negative.

Test positive = (400 × 0.82) + (600 × 0.14) = 328 + 84 = 412 go on to PET
Missed = 400 × 0.18 = 72 eligible people turned away by the blood test
PET alone, for the same 328 confirmed participants = 328 ÷ 0.40 = 820 scans
Scans avoided = 820 − 412 = 408, about half, with 1,000 people screened against 820
Half the PET scans, at the price of 22% more people screened
Candidates given the blood test1,000
Blood test positive, go on to PET412
Confirmed by PET328

Illustrative · replace with your own numbers · Assumes 40% amyloid positive, that review's 82% and 86%, no intermediate zone, and no other screening criteria. A real funnel loses people at each of those steps.

Show the numbers
StageCount
Candidates given the blood test1,000
Blood test positive, go on to PET412
Confirmed by PET328

A published model points the same way. Schindler and colleagues compared four screening routes for an Alzheimer's trial. PET alone was the slowest and most expensive, adding a blood test at any point cut both time and cost, and more accurate blood tests added only small further savings.44 We read the abstract, which gives no figures, so take the model's numbers from the paper.

Results fall in three bands for many p-tau217 tests. FDA reported fewer than 20% indeterminate results in the study behind the May 2025 clearance, and the Elecsys test, announced on August 24, 2026 after an FDA decision dated August 19, reports positive, intermediate or negative.1,45,46 Decide early whether the intermediate group goes to confirmation or is turned away. It changes the funnel and who your trial can represent.
09 · What goes wrong

From a list with no decision to a test that arrives late: the eight common biomarker plan failures

In shortThe failures here are planning failures: a marker with no stated decision, a cut-off moved to another platform unchecked, a late laboratory, a device question nobody asked. Each of these can be found while drafting.

The errorWhy it happensWhat it costs
A list of candidates, no decisionsThe document grew from a literature reviewThe board cannot act on it; validation has no target20
Prognostic evidence read as predictiveOne marker can be both, and a single-arm study cannot tell them apartA selection claim the data cannot carry42
A cut-off assumed to travelDifferent platforms, different populationsA different trial population, or a bridging study29,47
The assay's date never meets the study'sTwo calendars with two ownersScreening the expensive way, or a late start
Handling and storage left outSites and couriers are planned after the assayValues you cannot interpret21,12
Enrolling on local test resultsSites want to send likely candidatesA skewed population; biased test performance29
Device question raised after the protocolDiagnostics joins after the clinical plan is fixedA study hold, or a medicine waiting for its test25,29
A registry read onceRival designs treated as a fixed factLearning late what rivals already enroll on48,49
A late assay and a late device question hit the most parts of a program
SmallModerateLarge
Study timelineTrial costRegulatory reviewParticipantsNo stated decisionModerateSmallModerateSmallPrognostic read as predictiveModerateModerateLargeModerateCut-off assumed to travelModerateModerateLargeModerateAssay late for its studyLargeLargeSmallModerateHandling left outModerateModerateModerateSmallLocal test enrollmentSmallSmallLargeModerateDevice question lateLargeModerateLargeSmallRegistry read onceModerateSmallSmallSmall

Our reading of the sources 25,29 · Our judgment, to prompt discussion. Your own program may rank them differently.

Show the numbers
Study timelineTrial costRegulatory reviewParticipants
No stated decisionModerateSmallModerateSmall
Prognostic read as predictiveModerateModerateLargeModerate
Cut-off assumed to travelModerateModerateLargeModerate
Assay late for its studyLargeLargeSmallModerate
Handling left outModerateModerateModerateSmall
Local test enrollmentSmallSmallLargeModerate
Device question lateLargeModerateLargeSmall
Registry read onceModerateSmallSmallSmall

One marker, two cut-offs: what two published lung cancer trials show

Two trials of PD-1 antibodies as a first treatment for lung cancer were reported within a year of each other, and each used PD-L1, a protein read on tumor cells, to choose its primary group. KEYNOTE-024 enrolled patients with PD-L1 on at least 50% of tumor cells. CheckMate 026 read its primary result in patients at 5% or more.50,51 They used different drugs, and many things differ between them, so this is no controlled test of a cut-off.

Still, every biomarker team should know how far apart the published results fell. They are measured in progression-free survival, the time from randomization until the tumor progresses or the patient dies.52

Two trials, two PD-L1 cut-offs, opposite results on progression-free survival

Median months, drug against chemotherapy

ChemotherapyPD-1 antibody
KEYNOTE-024, PD-L1 at 50% or more6 months10.3 months
CheckMate 026, PD-L1 at 5% or more5.9 months4.2 months

Source 50,51 · Two separate trials, with no head-to-head comparison. Hazard ratios, where below 1 favors the drug, were 0.50 and 1.15. We read reports of these results, not the two papers.

Show the numbers
ChemotherapyPD-1 antibody
KEYNOTE-024, PD-L1 at 50% or more6 months10.3 months
CheckMate 026, PD-L1 at 5% or more5.9 months4.2 months

A related lesson comes from the Blueprint project, which compared PD-L1 assays. Three of the four stained similar shares of tumor cells and one stained fewer, and agreement was much poorer on immune cells.47 Its authors treated interchange as a question to test, and patients could read positive on one assay and negative on another at the same cut-off.47

Enforcement: we found no FDA warning letter on an investigational selection test used without a risk assessment. FDA's guidance states the duty.

10 · The numbers and the trend

Patient selection biomarkers and approval odds: what the data show, and how much p-tau217 use has grown

In shortPrograms that used selection biomarkers reached approval about twice as often in the largest industry dataset, though that data cannot show the biomarker caused it. Registry records mentioning p-tau217 have jumped since 2024. We found no credible public figure for the size of this specific work.

Programs with selection biomarkers reached approval two to three times as often

Likelihood of approval from Phase I, percent

WithoutWith selection biomarkers
2006-2015 data, BIO 20168.4%25.9%
2011-2020 data, BIO 20217.6%15.9%

Source 53,54 · Observational data: biomarker programs differ in disease and biology, so the gap cannot tell you what adding a marker would do for you.

Show the numbers
WithoutWith selection biomarkers
2006-2015 data, BIO 20168.4%25.9%
2011-2020 data, BIO 20217.6%15.9%
46.3%

of Phase II programs with preselection biomarkers advanced, against 28.3% without. The gap was widest at this stage.54

BIO, 2021
6%

of phase transitions in that dataset used preselection biomarkers: 767 of 12,728.54

BIO, 2021
Registered studies mentioning p-tau217 went from 26 starts in 2024 to 69 in 2025

ClinicalTrials.gov records by start year, any study type

22019
32020
62021
112022
132023
262024
692025
722026

Source 55 · Our count, read November 3, 2026, by text search for p-tau217, ptau217 or p-tau 217 with a start date in the year; we read the 2024 list by hand. Many are observational, and some mention the marker only as an outcome. 2026 includes planned starts. A record that uses the test without naming it is not counted.

Show the numbers
PeriodValue
20192
20203
20216
202211
202313
202426
202569
202672

Three things shape the trend. Blood tests reached the clinic: the Alzheimer's Association, in a statement dated August 24, 2026, called the Elecsys clearance the fourth FDA-cleared blood test for the disease, and the second in a week. FDA's record dates the decision August 19.56,46 FDA's table lists reduction in amyloid plaques as a surrogate endpoint, a stand-in measure, behind accelerated approval, which keeps amyloid measures central in this field.57 And FDA's April 2026 guidance now states the bar for an assay.12

FDA's guidance on developing drugs for early Alzheimer's disease remains a March 2024 draft.58 We found no credible public estimate of spending on biomarker strategy as a task. Market reports that size "biomarkers" count tests and instruments, and they tell you nothing about this planning work.

11 · Reading rival trials

Clinical trial competitive intelligence for biomarkers: what registries must show, and how far to trust them

In shortUS law makes a rival's marker use largely public, often long before a paper. Registration is due within 21 days of the first participant for applicable trials. The narrow question to ask is which marker, at which cut-off, for which use, since when. Date every read, because registry records run late and sometimes disagree.

Under 42 CFR Part 11 the sponsor or other responsible party must register an applicable clinical trial within 21 calendar days after the first participant enrolls, and must update overall recruitment status within 30 calendar days of a change.59 Eligibility criteria and outcome measures sit in those records, and a marker used for entry often shows there. A cut-off may only surface in a poster or a paper. A record shows what a sponsor chose to register, so it cannot tell you a rival's strategy.

About four in ten covered trials reported results by the deadline
39.5 in 100

of 8,863 trials due to report did so within one year; 68.8% reported at any time

Source 48

Show the numbers
MeasureValue
of 8,863 trials due to report did so within one year; 68.8% reported at any time39.5 of 100
One in six dual-registered trials disagreed on completion status
16.2 in 100

of 10,492 trials on both the US and EU registers, mostly completed in one and ongoing in the other

Source 49

Show the numbers
MeasureValue
of 10,492 trials on both the US and EU registers, mostly completed in one and ongoing in the other16.2 of 100

Trials registered late were a median of 111 days late.48 So a record tells you what was true when it was last updated, and a good strategy prints that date next to each row. Keep this reading to public sources: a rival's confidential data has no place in the plan.

12 · AI in biomarker planning

How far AI can go in biomarker planning under FDA, EMA and EU rules, and which calls stay with scientists

In shortFDA's AI guidance is still a January 2025 draft and grades a model by its influence and the consequence of a wrong answer. Reading papers and drafting text may fall outside it, unless the output affects patient safety, quality or study reliability. Extraction helps when a person checks every value, and choosing a cut-off stays with scientists.

Rule or principleStatus, November 2026What it means here
FDA draft guidance on AI for regulatory decisionsDraft, January 202560Covers AI producing data to support decisions on safety, effectiveness or quality. It "does not address" discovery, or operational uses such as "drafting/writing a regulatory submission" that do not affect patient safety, drug quality or study reliability. If unsure, engage FDA early.
FDA and EMA guiding principlesTen principles, January 202661Include "Human-centric by design", "Clear context of use" and "Risk-based performance assessment". They are principles, and they set no duties.
EMA reflection paperAdopted September 9, 202462EMA's view across the medicine's life cycle. Marketing applicants stay responsible for what they submit.
EU AI ActRegulation (EU) 2026/1744 in force July 27, 2026; Annex III rules December 2, 2027; Annex I product rules August 2, 202863A planning tool for scientists is unlikely to be the high-risk case, but an AI component in a diagnostic device can be. Ask your counsel.
Draft EU GMP Annex 22Draft; EudraLex Volume 4 listed no Annex 22 on November 3, 202664Addresses critical applications in good manufacturing practice (GMP), where the draft says generative AI "should not be used". A development plan sits outside GMP manufacturing, so the draft does not reach this work directly. EMA reports comments asking to widen it.65
ICH E6(R3), section 2.12Final, January 6, 202566Source records "should be attributable, legible, contemporaneous, original, accurate and complete", and "unnecessary transcription steps" should be avoided. A value linked to its page is one fewer copy.
21 CFR Part 11In force67Audit trails and signatures that show name, date, time and meaning, where the record falls under predicate rules, the underlying FDA requirements that call for the record. Software supports your compliance, and no product can be certified to it.
Check an extracted value quickly, and keep a cut-off decision with people
What a wrong answer costs →
Review closely
Scientists decide
Check by sampling
Review each result
Pulling a value from a paperRanking a reading listTiming an assay against a studySetting a cut-off
How much the model's output drives the decision →

Our reading of the sources 60 · FDA's draft assesses model risk from model influence and decision consequence. The placements are ours.

Show the numbers
ItemHow much the model's output drives the decision (0–1)What a wrong answer costs (0–1)
Pulling a value from a paper0.220.25
Ranking a reading list0.720.18
Timing an assay against a study0.180.72
Setting a cut-off0.740.76

Three pieces of evidence set the limits. A 2025 preprint, not peer reviewed, tested a language model's data extraction with a person verifying each item across six systematic reviews, and reported 91.0% accuracy, 89.4% recall and 98.9% precision.68 That is useful with a checker, and it would be unsafe without one.

Discovery claims need more caution: a 2026 review of AI for transcriptomic biomarkers, read from gene activity, in COVID-19 warns about studies "that rely on internal validation", and most of them shared no code.69 And FDA has now qualified an AI tool, for reading liver biopsies in MASH trials, whose developer's announcement says it "is not for use in diagnostic procedures".6 A tool can be qualified, for a stated context of use, and that is all it is qualified for.

Good uses in this work are reading and extracting with the page attached, comparing dates, flagging gaps, and costing options on stated assumptions. Discovering a marker, setting a cut-off, deciding a diagnostic route and judging a marker's evidence stay with scientists, your board and the regulator you ask.
13 · How teams do it today

Four to eight weeks by hand: how a biomarker strategy moves from lead to scientist to board

In shortA translational medicine lead reads, pulls numbers, writes and chases, usually in a Word template. A biomarker scientist re-checks the values, section owners sign their parts, and a board reviews a static document. By one estimate, with no published figure behind it, most of the time goes on reading and drafting, and the assay-timing check often has no owner at all.

Who owns what on a biomarker strategy: lead, scientist, pharmacologist, diagnostics, operations, board

Translational medicine lead

Owns the strategy and the program's biomarker story. Writes most of it, and carries it to the board.

Biomarker scientist

Re-checks each value against the paper or report, and judges each assay's validation.

Clinical pharmacologist

Owns target engagement and the exposure story that links dose to biology.

Diagnostics lead

Owns the device route, laboratory contracts and any companion test partner.

Clinical operations

Owns site feasibility: which sites can get a tracer, a scanner or a freezer.

Translational board

Approves the plan, with conditions, or sends it back.

The assay's date is checked late because no step owns it
  1. 1Request

    A phase review is set; the program asks for a strategy.

    Program leadDay 0
  2. 2Read

    Literature, own reports, registries and vendor files.

    LeadWeeks 1-3
  3. 3Draft

    House template, cited by hand.

    LeadWeeks 3-5
  4. 4Check

    Every value traced back to its page.

    Biomarker scientistWeek 6
  5. 5Co-sign

    Section owners review; diagnostics often first hears here.

    Pharmacology, diagnosticsWeek 7
  6. 6Board

    A static pack, and a decision.

    Board chairWeek 8

Illustrative · replace with your own numbers · A typical sequence; no published study measures it, and the weeks are an estimate. Yours will differ.

Show the numbers
StepWhat happensWhoTime
RequestA phase review is set; the program asks for a strategy.Program leadDay 0
ReadLiterature, own reports, registries and vendor files.LeadWeeks 1-3
DraftHouse template, cited by hand.LeadWeeks 3-5
CheckEvery value traced back to its page.Biomarker scientistWeek 6
Co-signSection owners review; diagnostics often first hears here.Pharmacology, diagnosticsWeek 7
BoardA static pack, and a decision.Board chairWeek 8
Reading and drafting take most of an estimated 38 days

Working days for one strategy by hand, an estimate

Papers and preprintsOwn reports and rival recordsAssays and timingDrafting, citedChecks and pack
By hand10 days11 days5 days8 days4 days

Illustrative · replace with your own numbers · An estimate with no published source behind it. Time one strategy of your own, step by step.

Show the numbers
Papers and preprintsOwn reports and rival recordsAssays and timingDrafting, citedChecks and pack
By hand10 days11 days5 days8 days4 days

Who staffs biomarker planning: your own lead, a contract firm or software

In house

Your lead, your template

Close to the science and the program. The limit is senior time, and each strategy starts from a blank template and old folders.

Outsourced

A contract research firm or consultant

Useful for an unfamiliar area and for assay work. The firm still needs your data, and you still own the decisions.

Software

Databases and drafting tools

Literature and trial databases help with reading. Check whether a tool links every number to its page, and whether it knows your study calendar.

Part B · See it working

One Alzheimer's program inside Botminds Biomarker Strategy Planning

Part A described the work without naming a product. This part shows how Botminds does it, on NWB-3140, a fictional antibody at a fictional company. Every person, program, rival trial, laboratory, source paper and number in the screens is sample data. Doses, dosing schedules and rival details that could read like a real program are left off the screens.

14 · NWB-3140, start to finish

From a late p-tau217 pre-screen to a costed option: the strategy map at work

In shortThis is the example from the top of the page, inside the product. Dr. Maya Chen, translational medicine lead, opens the program on its strategy map and sees one red card. The field lane shows two rivals already enrolling on that marker. She asks what would bring the test forward, gets two costed options, and proposes one. The diagnostics lead decides.

1

Nine biomarkers, four lanes, one red card

NWB-3140 is moving from Phase 1b to Phase 2. The map runs target engagement, pharmacodynamics, patient selection and safety as rows, and the phases as columns. Each card holds a marker, its assay, a state and the decision it supports. The header counts 9 biomarkers, 3 with an open gap, 1 not ready when needed, 3 rival trials compared.

In patient selection, under Phase 2a, plasma p-tau217 reads "Pre-screen not ready: CLIA transfer ends Jun 2027". Study 201's first participant is due in May 2027. The evidence is strong on this card, so the problem it names is the laboratory.

The strategy map on arrival. Lanes across, phases down, one red card in patient selection, and the selected marker's decision, assay, validation, precedent and gap in the panel. The precedent line is sample text: the test FDA cleared in May 2025 measures a ratio.
2

The field lane: two rivals already enroll on the same marker

Under the lanes, rival trials sit in the phase columns, read from registries, posters and papers, with the read date shown. HLV-210 pre-screens with plasma p-tau217 and confirms by PET, enrolling since March 2025. SLW-4 enriches with p-tau217 and Aβ42/40, since November 2024. BWP-77, a completed Phase 2, used PET for every candidate.

The call-out states what follows for this program: study 201 screens about 420 candidates by PET.

The field lane. Rivals by phase, with "same marker as ours" flagged and the consequence stated beneath.
3

"See what would bring it forward"

Maya asks with one click, and each step runs in view. One agent, the trial design analyst, re-reads both rival registry records. Another, the assay and precedent reader, checks six CLIA laboratories for the same digital immunoassay platform, and finds Arden Clinical Laboratory with the platform in place and a validation slot from January 11.

Each step in view. The registry read, the laboratory search and what each found.
4

Two options, with the estimates on screen

Option A: a second CLIA laboratory, ready March 2027, two months before first participant in, at $165,000. About 190 PET scans avoided, about $1.0 million saved and about 9 weeks of enrollment. Option B: keep the plan, with PET for every candidate and no transfer risk.

The estimates are printed: PET about $5,800 a scan, the pre-screen about $240 a test, 55% of candidates go on to PET. So 190 × $5,800 less 420 × $240 is about $1.0 million. The $165,000 transfer brings that down to about $836,000, the figure to take to a board.

Option A and option B. Cost, scans avoided, money and weeks saved, and the estimates behind them.
5

She proposes; the diagnostics lead decides

Maya clicks "Propose option A". The card 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 November 14. Nothing is booked: an option stays a proposal until he decides.

An option proposed. The plan records a proposal, with the person who decides and the date.
On the screen's estimates, 420 candidates become about 230 PET scans and 180 participants
Candidates pre-screened in study 201420
Go on to PET, at 55%230
Participants needed180

Fictional example from this guide · The fictional example's figures. As planned today, all 420 go to PET.

Show the numbers
StageCount
Candidates pre-screened in study 201420
Go on to PET, at 55%230
Participants needed180
Option A cuts PET scans by nearly half, at a transfer cost
Option B, keep the planOption A, second laboratory
PET scans in study 201420 PET scans230 PET scans

Fictional example from this guide · Fictional example. Screening cost: about $2.44 million against about $1.43 million, plus $165,000 for the transfer in option A.

Show the numbers
Option B, keep the planOption A, second laboratory
PET scans in study 201420 PET scans230 PET scans

Select any screen to open it larger. The screen gives a 14-week transfer, a January 11 slot and a March ready date. Fourteen weeks from January 11 runs to mid-April, so confirm a date like this with the laboratory. The guide shows them as the screens do.

15 · Plan, gaps, values and sign-off

The assay development plan, the gap list and a cited biomarker strategy ready for the board

In shortBehind the map sit the documents the board reads. The assay plan puts every activity against first participant in. The gap list gives five gaps an owner and a date. A scientist checks values beside their source passages. The strategy runs to eight sections with 112 cited claims in this sample, and the board chair decides with a reason.

1

Every assay against first participant in

The assay development plan lists each activity and its owner: the Kelbrook CLIA transfer, the proposed Arden transfer, two-platform bridging in 120 Phase 1b samples, re-validation of GFAP, a protein measured in blood, with stabilizer tubes, set-up of genotyping for the APOE gene, the central imaging charter, then the milestones for protocol final, the locked sample-collection plan and first participant in.

The critical path is stated at the foot: GFAP re-validation ends in mid-March, just before the sample-collection plan is locked.

The assay development plan. Each activity with its owner against the study calendar, with milestones and the critical path.
2

Five gaps, each with an owner and a date

The gap and risk reviewer, an agent, reads the draft as a board member would. GFAP stability is High, owner Sam Patel, November 30. The p-tau217 pre-screen is High, Omar Haddad, November 14. Tau PET tracer at 9 of 40 sites is Medium, Kenji Mori, December 15. No two-platform bridging is Medium, Sam Patel, January 15. The cost of the intermediate zone is Low, Maya Chen, December 1.

The reviewer never closes a gap. A person assigns it or accepts the risk, and the device risk determination stays an open item inside gap two.

The gap analysis. Severity, evidence, proposed action, owner and date, with buttons to assign or accept.
3

A number nobody can trace does not go in

Each extracted value sits beside the passage it came from. Plasma GFAP waits at 0.82 confidence: stability study SS-118 reports 84% recovery after 9 months at −80 °C, below its 85% criterion, and Phase 2 samples will wait up to 18 months. Values under the 0.90 threshold wait for a biomarker scientist, who confirms or corrects them.

A value beside its source. The sample report on the left, the extracted values and their confidence on the right.
4

One marker, all its evidence, with its context of use

The p-tau217 page shows its context of use, "Pre-screen to enrich enrollment for amyloid pathology before confirmatory PET", and readiness at the regulatory precedent rung. Sensitivity 91%, specificity 89% and an 18% intermediate zone come from a sample paper of 1,042 people. The paper and its journal are fictional. Real figures are in Part A.

The evidence for a pre-screen. A fictional paper's passages highlighted, with each value's confidence.
5

Eight sections, every claim cited

Strategy v3 follows the house template: context of use, target engagement, pharmacodynamics, patient selection, safety, assay development plan, regulatory route, gap analysis. This sample holds 112 cited claims from 47 sources, with 0 uncited. Each section shows who checked or co-signed it, and each citation opens the source at its passage. It exports to Word, with the evidence table as a spreadsheet.

The safety section covers the trial plan only: imaging before dosing continues, and genotype before randomization.

The cited strategy. The house template with sources alongside. The FDA line in the pane is the guidance's own sentence, from April 2026.
6

The evidence table the scientist signs off

Nine biomarkers with role, readiness, key performance, validation, confidence and check. Two wait on Sam Patel. The rest show who checked them.

The biomarker evidence table. One row per marker, exported with the strategy.
7

Co-signs in; the chair signs with a reason

Maya signed as author on October 6 at 4:42 pm. Sam Patel checked values on October 7 at 9:15 am. Lena Ortiz co-signed target engagement at 11:02 am and Omar Haddad patient selection at 1:30 pm. The pack closes October 14 for the October 21 board. Dana Okafor, the chair, approves, approves with conditions, or returns it for rework, and her electronic signature records the date, time and reason.

Sign-off. Who signed what and when, with the chair's decision still to come.
16 · The portfolio, the field and your rules

Ten programs at a glance, a companion test gap, rival designs compared and your evidence settings

In shortThe same discipline runs across a portfolio. A list shows each program's readiness and gaps. A second program shows how a companion test gap appears. One screen compares designs with rivals', and the dashboard tracks the work. The evidence rules are settings your team owns.

1

Every program, its next milestone and its board date

Ten sample programs in neuroscience, oncology, immunology and cardiometabolic disease, each with biomarkers by readiness, open gaps, the strategy's stage and its board. The sample's medicines appear here as a kind of medicine only.

The program list. Readiness, gaps, strategy stage, board date and owner.
2

A companion test gap in a second program

Veltrimab, a sample antibody–drug conjugate moving to Phase 3, selects patients with a tissue test. The trial assay is in use, and the Phase 3 card is red: "Companion diagnostic partner not contracted", Omar Haddad, November 30. The panel gives a lead time of about 24 months from contract to submission, an estimate in the sample, with Phase 3 starting in Q4 2027. Real target names, cut-offs and response figures are left off this screen.

A companion test not yet contracted. The patient selection and safety lanes for a program with a late companion test.
3

Our design against the closest rival

How rivals use biomarkers across the portfolio, and a side-by-side table against HLV-210: pre-screen, intermediate zone, APOE ε4 homozygotes, GFAP and tau PET. The source shows the registry record's update date.

The competitor landscape. Marker use across the field, and one design against another.
4

A dashboard of signed strategies, checked values and open gaps

Strategies signed, days from request to signed, sources read, values checked and open gaps, plus coverage by lane across programs and where evidence came from. These figures are sample data. The 6.5 days is a design target against an estimate of about 38 by hand, to be measured in your own use.

The dashboard. Throughput, biomarkers by lane, a coverage grid and evidence sources, all on sample data.
5

Your template, your evidence rules

The house template, citation style, independent sources per key claim, single-source flags, the scientist-check threshold, the recency window, preprint handling and the approvers for each section are settings your team owns. Preprints stay labeled as not peer reviewed.

Settings. Evidence rules the system follows on every run, and who signs what.
17 · Who drafts and who signs

Six agents draft the biomarker strategy; scientists, the diagnostics lead and the board decide

In shortFour agents read, one writes and one reviews. They can move a strategy no further than scientist review. A biomarker scientist checks values, section owners co-sign, the diagnostics lead decides routes and options, and the board chair signs. Controls support your compliance, and the obligations stay yours.

The six biomarker agents: what each one reads or writes, and the step it may not take

Literature scout

Reads papers and preprints in full, and takes sensitivity, specificity, area under the curve, cut-offs and cohort details with the page. Reports numbers as written, cites only what it read in full, and labels preprints.

Internal data reader

Reads your Phase 1 biomarker reports, validation reports and stability studies. Respects confidentiality labels, and flags any value outside its acceptance criterion.

Trial design analyst

Reads rival registry records and congress posters, and records each marker's use, cut-off and timing against your design. Uses public sources only and records the registry update date.

Assay and precedent reader

Reads vendor specifications, validation reports and regulatory records, and finds laboratories and slots when an assay is late. Never infers qualification without a record, and flags tests that decide treatment as device-relevant.

Strategy writer

Drafts the house template with every factual sentence cited, using only scientist-checked values and keeping your section order.

Gap and risk reviewer

Times each assay against first participant in, lists gaps with severity, owner and date, and costs options. Never closes a gap or chooses an option, and cites evidence for each gap.

SP

Sam Patel · biomarker scientist

Confirms extracted values under the 0.90 threshold.

"A number I cannot trace back to the page does not go in the strategy."
OH

Omar Haddad · diagnostics lead

Co-signs patient selection, and decides the diagnostic route and laboratory options.

"The science was ready. The laboratory was not."
DO

Dana Okafor · translational board chair

Approves, approves with conditions or returns each strategy, with a reason.

"Tell me what rivals already enroll on before you ask me to sign."

Inputs and outputs of a biomarker strategy: papers and registries in, a signed assay plan out

From your sources

  • Published literature and preprints
  • Your Phase 1 biomarker and laboratory reports
  • Rival trial registry records and congress posters
  • Assay vendor specifications and validation reports
  • Regulatory records: cleared tests, qualification opinions, guidance

From your team

  • House template and citation style
  • Evidence rules and confidence threshold
  • Study calendar and who signs each section
Agents read, draft, time and cost Every marker, every assay, against your calendar
A scientist checks the values
The board signs with a reason

Outputs

  • Strategy map: four biomarker lanes across the phases
  • Field comparison: how rival trials use the same markers
  • Biomarker strategy in the house template, every claim cited
  • Assay development plan with owners and dates
  • Gap list and signed board decision

What it is designed to reach

  • 6.5 days median from request to signed strategy: design target, against an estimate of about 38 by hand
  • 100% of claims cited to the source passage: design target

Records and systems a biomarker strategy rollout connects to

Licensed literature databasesPapers and preprints, read in place and never copied out
Internal biomarker dataPhase 1 reports and assay data, read-only, plus the lab notebook
Trial registries and abstractsRival designs and posters, re-read weekly
Vendor specification libraryAssay specifications and validation reports
Regulatory recordsQualification opinions, device clearances and guidance
Your document systemThe strategy in Word, the evidence table as a spreadsheet

Maker-checker separation and the exportable trail behind each biomarker decision

Roles separate who extracts, who checks, who co-signs and who decides, so the maker of a value is never its only checker. Every agent step, value check, co-sign and decision goes on the activity trail, which can be exported for your quality team. Superseded strategies stay read-only. Botminds is SOC 2 Type II audited and manages information security to ISO 27001. GxP and 21 CFR Part 11 obligations remain yours, and these controls support your compliance with them.

Part C · Are you ready to automate?

Buying biomarker strategy software: the price of a late assay, the likely return and a fair test

You write biomarker plans, or manage the people who do, or live with what your board signs. This part is written for you: what errors and delays cost today, what automation could return, whether your team is ready, and what to ask any vendor, including us.

18 · What a late assay costs

The price of a late patient-selection assay, a wrong cut-off and a slow strategy

In shortStart from your own costs. Published figures frame the scale: what a day of a running trial costs, and how approval odds differ with selection biomarkers. No source publishes the hours in a biomarker strategy or how often a late assay delays a trial. You can measure both in a week from your own records.

$40K

estimated direct daily cost of a Phase II or III trial.70

Smith, DiMasi and Getz, 2024
$23.7K

estimated direct daily cost of a Phase II trial alone, against $55.7K for Phase III.71

Tufts CSDD white paper, August 2024
2×

or so, the approval odds of programs using selection biomarkers against those without, in observational data.53,54

BIO 2016 and 2021
Leave lost sales out of your first case. Tufts puts a day of lost sales at about $500,000 in its journal article and about $800,000 in its August 2024 white paper, from the same 645 drugs.70,71 Those figures price a delayed launch. A pre-screen that saves nine weeks in Phase 2 does not move launch one for one, so present them apart if you present them at all.
A day of delay runs from $40,000 to $800,000, depending on what the estimate counts

Tufts estimates per day

Lost sales, white paper, August 2024$800K
Lost sales, journal article, 2024$500K
Direct cost of a Phase II or III trial$40K

Source 70,71 · All from one research group's study of 645 drugs and of trial budgets, in 2023 dollars. The direct cost is the one a late assay most plainly touches.

Show the numbers
EstimatePer day
Lost sales, white paper, August 2024$800K
Lost sales, journal article, 2024$500K
Direct cost of a Phase II or III trial$40K

Seven biomarker planning costs to find in a week, starting with your last strategy

CostWhere it hidesHow to find your number in a week
The lead's days per strategyReading, pulling values, drafting and chasing, spread across other dutiesReconstruct your last three from calendars, or time one by step
Scientist re-checksValues found again in papers that were already readCount values and hours on one strategy, and how many changed
Assays late for their studyA protocol amendment, or an unplanned fallbackList assays from your last five studies with planned and actual ready dates
Screening spendSite and imaging budgets, away from the biomarker budgetScans, tests and screen failures per enrolled participant on a recent trial
Samples you cannot useStability failures, wrong tubes and handling deviationsAsk the laboratory for rejected samples and reasons on one study
Bridging and companion test workLate contracts and studies added after the assay changedCost and months of your last bridging study or diagnostic contract
Late news about rivalsDesign changes made after a rival's record changedFor one indication, how long between a rival's registry change and your team's noticing

Missed patients, tired scientists and quiet assumptions: what the totals leave out

Eligible people turned awayA strict cut-off spares scans and misses people who could have joined. Their absence shapes who the result applies to.
Participants' timeA PET scan means a trip, an injection and a day, for someone who may then be told they do not qualify.
A scientist's judgmentDays spent re-finding a number leave less attention for whether the marker deserves its place.
A date everyone assumedThe laboratory's plan and the protocol's plan each look fine alone. Nobody put them on one page.
Board trustA signed strategy that ages quietly is harder to rely on at the next review.
19 · Your return

One assay caught in time, and the lead's days back: the return on biomarker strategy software

In shortPut in your own numbers. The calculator values the lead's time released and, separately, what catching a late selection assay is worth. Defaults use published figures where they exist and the fictional example or illustrative values elsewhere. The hourly cost is an illustrative loaded cost, meaning pay plus overhead: replace it with your own.

The lead's time, scans, trial weeks and checked values: where biomarker planning automation saves

The lead's time

A strategy in days

Reading, extraction and cited drafting done for checking, so the lead spends time on judgment.

strategies × days saved × hours a day × hourly cost
Screening

Fewer scans in one study

A late pre-screen caught in time for the option that brings it forward.

candidates × share spared PET × scan cost − candidates × test cost − transfer cost
Enrollment

Weeks back on a running trial

Faster screening can shorten enrollment. Count it only where your own history supports it.

days saved × direct cost a day
Rework

Fewer bridging surprises

Two-platform questions and banked samples raised while they are cheap to settle.

bridging studies avoided × cost per study
Checking

Values beside their pages

The scientist reviews low-confidence values with the passage open.

values × minutes saved per value × hourly cost
Field awareness

Rival changes seen sooner

Registry records re-read on a schedule, with each change dated.

days from a rival's change to your team noticing, before and after

Strategies a year, the lead's days and one late assay on your own figures

Every input marked illustrative is an assumption. Replace it with your own.

Strategies and the lead's time
A late selection assay caught in time
Your cost
Illustrative yearly value
The lead's time on strategies today, valued$0
The lead's time released, valued$0
Net screening saving per late assay caught$0
Trial days saved, valued$0
After your yearly cost$0
The lead's hours released a year0
Strategies a year to cover your cost, on the lead's time alone (rounded)0

Formulas, per year:
Time today = strategies × days today × hours a day × hourly cost
Time released = strategies × (days today − days with automation) × hours a day × hourly cost
Saving per late assay = candidates × (1 − share going to the scan) × scan cost − candidates × test cost − cost of bringing it forward
Trial days valued = late assays × days saved × direct cost a day
After your cost = time released + late assays × saving per late assay + trial days valued − yearly cost
Break-even strategies = yearly cost ÷ (days saved × hours a day × hourly cost)

The 38 days is an estimate, and 6.5 days is a design target: measure both on your own strategies. Released hours are value only when you decide what they are for. Catching a late assay saves money only if an option exists and someone takes it: set late assays to zero to see the case on the lead's time alone. A negative saving per assay means keep the plan.

The design target cuts reading papers and drafting most, and people's checks least

Working days for one strategy, by hand against the design target

By hand (an estimate)With automation (design target)
Papers and preprints for each marker10 days1 day
Drafting the template, every claim cited8 days1.5 days
Values from your own reports6 days0.5 days
Rival registries and posters5 days0.5 days
Validation, precedent and assay timing5 days1 day
Scientist check, co-signs and the board pack4 days2 days

Illustrative · replace with your own numbers · The solution's estimated split, 38 days by hand and a 6.5-day design target, to measure in a pilot. Checks shrink least, because people still do them.

Show the numbers
By hand (an estimate)With automation (design target)
Papers and preprints for each marker10 days1 day
Drafting the template, every claim cited8 days1.5 days
Values from your own reports6 days0.5 days
Rival registries and posters5 days0.5 days
Validation, precedent and assay timing5 days1 day
Scientist check, co-signs and the board pack4 days2 days
Start here20 · Readiness check

Scoring a translational team's readiness: template, calendars, assays and sign-off

In shortPick the answer closest to your team today. Eight questions score 0 to 2, and the last is for reflection. The meter adds up your score as you go, and each question says why it matters and what a strong answer sounds like.

1
Strategies a year

How many biomarker strategies or major updates does your team write in a year?

Why it mattersVolume turns days per strategy into capacity, and the time case rests on it.
A strong answer"Twelve across ten programs, most before a Phase 2 or Phase 3 start."
2
A stated decision for every marker

Does each marker in your strategies have a written context of use and a stated decision?

Why it mattersWithout a decision, nobody can size the validation or judge a gap, with or without software.
A strong answer"Every marker has one sentence in our template, with its BEST category and its decision."
3
Assay dates against study dates

Can you show each assay's ready date beside first participant in, today, on one page?

Why it mattersThis is the check most easily missed, and a late assay can change what a whole study spends on screening.
A strong answer"Our diagnostics lead keeps one plan, with laboratory dates tied to the clinical calendar."
4
Your baseline

Do you know the lead's days per strategy, and how many of your assays arrived late?

Why it mattersNo public benchmark exists, so your own numbers are the only proof of improvement.
A strong answer"About 30 of the lead's days a strategy. Two of nine assays were late last year, measured from contract dates."
5
Your internal evidence, findable

Are your biomarker, validation and stability reports in one place, with versions?

Why it mattersSoftware can link only to what it can read, and you need to know which report is current.
A strong answer"All reports for active programs are in the document system, with owners and versions."
6
The device question, on time

Does diagnostics review each selection or treatment-deciding test before the protocol is fixed?

Why it mattersFDA expects a risk assessment for an investigational test, and a companion test can hold a medicine's approval.25,29
A strong answer"A written risk assessment for each test, reviewed with regulatory, before the sample-collection plan is locked."
7
Who checks and who signs

Is it written down who confirms values, who co-signs each section and who decides for the board?

Why it mattersA tool can enforce roles only if you have defined them.
A strong answer"A procedure names each co-signer by section, and the chair signs with a reason."
8
Quality and licensing on board

Have quality, IT and your library agreed how an AI reading tool would be assessed, and what it may do with licensed papers?

Why it mattersFDA's draft may not reach a drafting tool, while a check that changes a study might. Publisher terms also limit copying.60
A strong answer"Quality wrote a risk assessment, and we test extraction with planted errors. Licensed text stays in place."
9
For reflection: one number in your last strategy

Pick one sensitivity figure in your last strategy. How long would it take to show its page, its cohort, who checked it, and which laboratory will reproduce it by which date?

0–6

Explore

Build the baseline first: write a context of use for each marker on one program, put assay and study dates on one page, and time one strategy. You may find a late assay with nothing but a spreadsheet.

7–11

Ready to pilot

Run a measured pilot on one past program, where you know how the assays turned out, then on one live program. Compare the lead's days, planted errors caught, gaps found and values changed by the scientist.

12–16

Ready to implement

Plan the rollout: templates, evidence rules, reader licenses, approvers by section, your laboratory calendar and the validation evidence your quality team accepts.

21 · Questions for any vendor

Twelve tests for biomarker strategy software vendors: page links, qualification claims, study calendars and sign-off

In shortAlmost every tool demonstrates well on a clean sample. These questions test what a demonstration hides: whether a value keeps its page, whether qualification claims have a record behind them, whether the tool knows your study calendar, and who may decide what. Ask us too.

A

Evidence, citations and invented numbers

A1

Can every value open at the sentence it came from, with cohort size and reference standard?

Why it mattersSensitivity without its cohort and comparator cannot be judged.
Strong answer · warning sign
Open a value live and land on the passage.
A reference list at the end.
A2

What share of planted wrong values does it catch, and how does it treat a number it cannot read?

Why it mattersPublished extraction accuracy assumes a person checks.68
Strong answer · warning sign
A test on your own papers, with results you keep.
"Our model is very accurate."
A3

How are preprints and single-source claims marked in the final document?

Why it mattersA board needs to see how strong each claim is.
Strong answer · warning sign
Labeled in the draft, with rules you set.
All sources shown alike.
B

Regulatory reasoning: context of use, qualification and device route

B1

Where does it record each marker's BEST category and context of use, and who sets it?

Why it mattersThat sentence sets the validation a marker owes.10
Strong answer · warning sign
A required field, set by a scientist.
Tags inferred with no review.
B2

How does it decide a marker is "qualified", and what record does it show?

Why it mattersVery few are, and qualification covers one stated use.3,11
Strong answer · warning sign
A link to the regulator's record, with the read date.
"Validated biomarker," with no source.
B3

Does it flag a test that decides treatment or enrollment as a device question?

Why it mattersFDA expects a risk assessment, and the answer changes the plan.29
Strong answer · warning sign
A flag that goes to your diagnostics lead, who decides.
The tool states a regulatory conclusion.
C

Assay timing, rival trials and the study calendar

C1

Is assay readiness compared with first participant in, and does it update when a date moves?

Why it mattersA list of markers cannot show a late test.
Strong answer · warning sign
Move a date live, and the card and the gap change.
A static table at export.
C2

How does it show when a registry record was last updated and when it was read?

Why it mattersRegistries run late and can disagree.48,49
Strong answer · warning sign
Both dates beside each row, and changes listed.
"Real-time competitive intelligence."
C3

Can I see every assumption behind a costed option, and change it?

Why it mattersA saving that leaves out the transfer fee misleads a board.
Strong answer · warning sign
Scan cost, test cost and the share going on, all editable.
One figure, with no working.
D

Control, validation and your data

D1

Can any software step close a gap, choose an option or move a strategy to the board?

Why it mattersThose decisions belong to named scientists and your board.
Strong answer · warning sign
Roles enforced, and shown live.
"Autonomous strategy generation."
D2

What is recorded, can I export it, and what does a signature show?

Why it matters21 CFR 11.50 looks for name, date and time, and meaning.67
Strong answer · warning sign
Audit export and maker-checker, with controls that support your compliance.
"Part 11 certified."
D3

Where do my reports and licensed papers go, and do they train anyone's model?

Why it mattersEarly biomarker data is among your most sensitive, and publishers set terms.
Strong answer · warning sign
Read in place, in writing, with no training on your data.
A long and vague data clause.
22 · A pilot plan

Proving biomarker strategy software on your own work: 30 planted errors, one past program, one live strategy

In shortStart with a program you already know, because you know which assays ran late. Plant wrong values to measure the checks, then build one live strategy alongside your usual process. Decide on three numbers: the lead's days, planted errors caught, and real gaps found that your team had not listed.

A ten-week pilot ends with a decision on three numbers
Your teamVendor
Time one strategy; list past assay dates
Agree template, rules and approvers
Load template, reports and sources
Plant 30 wrong values in one past program
Rebuild the past strategy and map
Build one live strategy in parallel
Measure and decide
Week 0246810

Illustrative · replace with your own numbers

Show the numbers
ActivityFromTo
Time one strategy; list past assay dates02
Agree template, rules and approvers03
Load template, reports and sources13
Plant 30 wrong values in one past program23
Rebuild the past strategy and map35
Build one live strategy in parallel59
Measure and decide910
Start with a program near a phase review with a selection marker in play
How soon a study depends on an assay →
Scout the evidence first
Start here
Leave for later
Use for evidence tables
Phase 1b to Phase 2, selection markerPhase 2 to Phase 3, companion testFirst-in-human, new targetNew indication, known markerRare disease, few papers
How much own and published evidence exists →

Illustrative · replace with your own numbers

Show the numbers
ItemHow much own and published evidence exists (0–1)How soon a study depends on an assay (0–1)
Phase 1b to Phase 2, selection marker0.780.74
Phase 2 to Phase 3, companion test0.780.60
First-in-human, new target0.140.30
New indication, known marker0.720.20
Rare disease, few papers0.180.62

The lead's days, planted errors caught and gaps your team had not listed

MeasureHowWhy
The lead's days to a checked strategySame program scope, by step, to all values checkedThe target to prove on your work
Planted errors caught, false alarms raisedPlant 30 wrong values and three wrong assay dates, and count bothShows whether the check can fail
Late assays found on a past programRebuild the map from documents dated before the delayCould it have seen what you later learned?
Values changed by the scientistShare of extracted values corrected, by confidence bandTests your threshold before anyone relies on it
Uncited claimsA sample of sentences, each traced to its pageMust be zero to proceed
Questions for the working session: eight questions in three groups

Bring translational medicine, biomarker science, clinical pharmacology, diagnostics, clinical operations, regulatory, quality and IT into one room.

A

The first program to pilot, and the evidence rules to set for it

A1

Which program next faces a study that depends on an assay?

Why it mattersThat is where timing pays.
Strong answer · warning sign
A named program and date.
"All of them."
A2

How old may evidence be, and may preprints count?

Why it mattersFast-moving fields change the answer.
Strong answer · warning sign
A number of years, labels and an owner.
No rule.
A3

How many independent sources does a key claim need?

Why it mattersOne paper can carry a whole program.
Strong answer · warning sign
A stated number, and flags below it.
"It depends."
B

Who owns the laboratory calendar, and on what evidence

B1

Who gives the assay's ready date, and how often is it refreshed?

Why it mattersA map is only as good as its dates.
Strong answer · warning sign
A laboratory contact and a monthly update.
A date from the last contract.
B2

Who decides when a late test means changing laboratory, study or plan?

Why it mattersOptions need an owner to become decisions.
Strong answer · warning sign
A named diagnostics lead with a due date.
"The team."
B3

Are samples banked and consented for later bridging?

Why it mattersFDA's draft expects bridging on the original trial samples.29
Strong answer · warning sign
Written in the collection plan.
Nobody has checked the consent.
C

How quality signs off on an AI reading tool

C1

Do we treat it as an operational tool, or as affecting study reliability?

Why it mattersFDA's draft draws that line, and encourages sponsors to ask.60
Strong answer · warning sign
A written position.
Nobody has asked.
C2

What evidence will we keep for each release of the tool?

Why it mattersModels change, and so can results.
Strong answer · warning sign
Planted-error tests rerun on each change.
The vendor's assurance.
23 · Frequently asked questions

Biomarker strategy FAQ: BEST categories, context of use, qualification, CLIA and companion tests

In shortQuestions scientists and buyers search for, each answered on its own.

What is a biomarker strategy in drug development?

A biomarker strategy is a plan for the measurements a drug program will use. For each marker it names the category, the decision it supports, the study, the assay, the evidence and the date the assay will be ready. Translational medicine leads usually write it before a phase review, and a scientific board reviews it.

What are the seven BEST biomarker categories?

The FDA-NIH BEST glossary lists diagnostic, monitoring, pharmacodynamic/response, predictive, prognostic, safety, and susceptibility/risk biomarkers. It was created on January 28, 2016, and listings show its glossary chapter last updated on November 29, 2021. FDA's December 2018 draft framework asks that a biomarker in qualification be classified by one of these.

What is a biomarker context of use?

A context of use is a short statement of how a biomarker will be used. The Federal Food, Drug, and Cosmetic Act defines it as the circumstances under which a tool is used in drug development and regulatory review. FDA's draft framework gives it two parts: the BEST category, and the proposed use, with purpose, stage, population and mechanism as appropriate.

What is the difference between a prognostic and a predictive biomarker?

A prognostic biomarker shows the likelihood of an event or progression in people who have the condition. A predictive biomarker identifies people more likely than similar people without it to have a favorable or unfavorable effect from a product. Showing the second takes a comparison across treatments, and a single-arm study cannot establish it.

How many biomarkers has FDA qualified?

A 2025 analysis counted eight qualified through FDA's program as of July 1, 2025, the latest in 2018, among 99 listed projects. FDA qualified an AI pathology tool for trials in MASH, a fatty liver disease, in December 2025. FDA's Drug Development Tool project database holds the current list. It did not open for us, so check it before quoting a number.

Does a biomarker need FDA qualification to be used in a trial?

No. A sponsor can use a biomarker in its own program and support it in its own application. Qualification serves a wider purpose: once qualified, a tool may be used by any person for that stated context of use. Measured reviews have run about twice FDA's targets, so it suits shared problems and consortia.

What is fit-for-purpose biomarker assay validation?

Fit-for-purpose validation means sizing the work to the decision the result supports. FDA's guidance, final and dated April 2026, says a fit-for-purpose approach should be used. It asks for full validation under ICH M10 when data support regulatory decisions such as approval or dosage instructions, and leaves internal decisions to the sponsor's judgment.

Does a clinical trial biomarker assay need a CLIA laboratory?

CLIA, the US federal laboratory rules, exempts research laboratories that do not report patient-specific results for diagnosis, prevention, treatment or assessment of health. A result that decides what happens to a person is commonly treated as outside that exemption, so sponsors commonly use CLIA-certified laboratories for selection tests. Under 42 CFR 493.1253 the laboratory verifies or establishes performance before reporting. Ask counsel about a specific design.

What is the difference between a companion diagnostic and an IVD?

An IVD is any in vitro diagnostic device, a test on a sample taken from the body. A companion diagnostic is an IVD that provides information essential to the safe and effective use of a corresponding therapeutic product, as FDA defined it in August 2014. If FDA finds a test essential to a novel medicine, it generally will not approve the medicine without the test approved or cleared.

Does a test used to select trial participants need an IDE?

It depends on the risk the test poses in that trial. FDA expects the sponsor to assess an investigational test in the context of the trial. A significant risk device needs an investigational device exemption (IDE), a non-significant risk test has abbreviated duties, and some diagnostic tests are exempt under 21 CFR 812.2(c)(3), including when another established procedure confirms the diagnosis. Sponsors can ask FDA, whose determination overrides theirs.

Can plasma p-tau217 replace amyloid PET for trial screening?

Usually plasma p-tau217 is used before PET, to reduce scans, with PET or spinal fluid (CSF) testing confirming. A 2025 meta-analysis reported 82% sensitivity and 86% specificity for plasma p-tau217 against amyloid on PET. FDA's first clearance, in May 2025, was for people with cognitive signs in specialized care, and that test is not intended as a screening or stand-alone diagnostic test. Trial use needs its own justification.

Can AI write a biomarker strategy?

AI can read papers, extract values and draft cited text, and it works best with a person checking each value. One 2025 preprint, not peer reviewed, reported 91.0% accuracy for model extraction verified by a person. Setting a cut-off, judging a marker's evidence and deciding a diagnostic route stay with scientists and the board.

24 · One-page summary

The biomarker strategy cheat sheet: seven steps, the rules as of November 2026 and 14 terms

Print this page

In shortThe whole guide on one screen: the method, the rules as of November 2026, the readiness scale and the terms.

The method
  1. Write each marker's context of use: BEST category, purpose, stage, population, mechanism.
  2. Name the decision each result supports, and who makes it.
  3. Gather evidence with its page, cohort and reference standard. Have a scientist check each value.
  4. Size each assay's validation to its decision.
  5. Put each assay's ready date beside first participant in.
  6. Ask the device question for any test that decides enrollment or treatment.
  7. Read rival registries with dates, list gaps with owners, and let the board decide with a reason.

Readiness: score 0–2 on eight questions: 0–6 explore · 7–11 pilot · 12–16 implement.

As of November 2026: BEST glossary chapter listed as last updated November 29, 2021 · section 507 December 13, 2016 · evidentiary framework draft December 2018 · process guidance final November 2020 · biomarker validation guidance final April 2026 · companion guidance final August 6, 2014 · co-development draft July 2016 · investigational IVD draft December 2017 · laboratory developed test rule vacated March 31, 2025, text reverted September 19, 2025 · ISH oncology tests class II from September 16, 2026, nucleic acid proposal with no final order found · IVDR transition December 31, 2027 to 2029 · FDA AI guidance draft January 2025 · draft EU GMP Annex 22 not final and outside this work.

14 terms
Biomarker
A measured indicator of normal biology, disease or response. It does not measure how a person feels, functions or survives.
BEST
The FDA-NIH glossary of biomarker and endpoint terms.
Context of use
How a marker will be used: its category and proposed use.
Qualification
FDA's determination that a tool can be relied on for a stated context of use, by anyone.
Fit for purpose
Validation sized to the decision a result supports.
ICH M10
The harmonized guideline on validating drug assays. It excludes biomarkers, and FDA uses it as a starting point.
CLIA
US rules for laboratories that report results on individual people.
IVD
An in vitro diagnostic: a test on a sample taken from the body.
Companion diagnostic
An IVD or imaging tool essential to a product's safe and effective use.
IDE
Investigational device exemption, FDA's permission for certain device studies.
Clinical trial assay
A test made or contracted only for testing in the trial.
Bridging study
A comparison that links a final test to the one used in the main trial, on the same samples.
Enrichment
Choosing a trial population in which an effect is easier to show.
p-tau217
A form of the tau protein, measured in blood, that tracks amyloid plaques in Alzheimer's disease.
25 · Sources

Sources

Accessed November 2026. Regulatory status statements are as of November 2026.

  1. FDA, press announcement on the Lumipulse G pTau217/β-Amyloid 1-42 Plasma Ratio, May 16, 2025. fda.gov
  2. FDA, "About Biomarkers and Qualification", content current July 7, 2021. fda.gov
  3. Collins G, Allen JD, Andrews HS, Navarro-Serer B, Stewart MD, "Hurry Up and Wait: Timelines and Takeaways from the Biomarker Qualification Program", Therapeutic Innovation & Regulatory Science 60(1):302-308, published October 26, 2025, data as of July 1, 2025. We read the abstract and the two summaries that follow, not the full text. pmc.ncbi.nlm.nih.gov
  4. Levi-D'Ancona E, "The Biomarker Qualification Program: Takeaways and Recommendations", Friends of Cancer Research, January 9, 2026. friendsofcancerresearch.org
  5. AgencyIQ, "Sluggish biomarker program offers FDA opportunity for reform", November 5, 2025. agencyiq.com
  6. CAP Today, "FDA qualifies AIM-MASH AI Assist for MASH clinical trials", December 11, 2025. The article reports the developer's announcement; trade reports date FDA's release December 8, 2025. captodayonline.com
  7. CMS, "Clinical Laboratory Improvement Amendments (CLIA)". cms.gov
  8. FDA-NIH Biomarker Working Group, BEST (Biomarkers, EndpointS, and other Tools) Resource, created January 28, 2016; its glossary chapter is listed as last updated November 29, 2021. These pages did not open for us: we read the wording in the two sources that follow. ncbi.nlm.nih.gov
  9. Cagney DN and others, "The FDA NIH Biomarkers, EndpointS, and other Tools (BEST) resource in neuro-oncology", Neuro-Oncology 20(9):1162-1172, 2018, which reproduces the BEST definitions. We read a summary of this article, not the full text. pmc.ncbi.nlm.nih.gov
  10. FDA, "Biomarker Qualification: Evidentiary Framework", draft guidance, December 2018, docket FDA-2018-D-4267. fda.gov
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  12. FDA, "Bioanalytical Method Validation for Biomarkers", final guidance, April 2026, content current April 10, 2026, docket FDA-2017-D-6821. fda.gov
  13. ICH, E16 "Biomarkers Related to Drug or Biotechnology Product Development", Step August 4, 2010; FDA guidance August 2011. fda.gov
  14. FDA, "Qualification Process for Drug Development Tools", final guidance, November 2020, docket FDA-2010-D-0529. fda.gov
  15. NIDDK, "Definition and Facts of NAFLD and NASH", which gives MASH as another name for NASH. niddk.nih.gov
  16. EMA, "Qualification of novel methodologies for medicine development", page updated October 13, 2026. ema.europa.eu
  17. IQVIA Laboratories, "Fit the Curve" commentary on the January 21, 2025 version of the FDA guidance. labs.iqvia.com
  18. BioAgilytix, "Why is Biomarker Assay Validation Different from that of Pharmacokinetic Assays?", commentary quoting the January 2025 FDA guidance. bioagilytix.com
  19. ICH, M10 "Bioanalytical Method Validation and Study Sample Analysis", Step 4, May 24, 2022; FDA guidance November 2022. database.ich.org
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  21. Verberk IMW and others, "Evidence-based standardized sample handling protocol for accurate blood-based Alzheimer's disease biomarker measurement", Alzheimer's & Dementia 21(10):e70752, 2025. We read a summary of this paper, not the full text. pmc.ncbi.nlm.nih.gov
  22. 42 CFR 493.3, applicability, 2025 edition. govinfo.gov
  23. 42 CFR 493.1253, establishment and verification of performance specifications, 2025 edition. govinfo.gov
  24. FDA, "Laboratory Developed Tests", content current September 19, 2025. fda.gov
  25. FDA, "In Vitro Companion Diagnostic Devices", final guidance, August 6, 2014. fda.gov
  26. Regulation (EU) 2017/746 on in vitro diagnostic medical devices, Articles 2(7) and 48(3). publications.europa.eu
  27. European Commission, "Notified bodies". single-market-economy.ec.europa.eu
  28. EMA, "Frequently asked questions on medicinal products development and assessment involving companion diagnostic (CDx)", EMA/CHMP/821321/2022, December 6, 2023. ema.europa.eu
  29. FDA, "Principles for Codevelopment of an In Vitro Companion Diagnostic Device with a Therapeutic Product", draft guidance, July 2016, docket FDA-2016-D-1703. fda.gov
  30. 21 CFR 812.3, definitions, 2025 edition. govinfo.gov
  31. 21 CFR 812.2, applicability, 2025 edition. govinfo.gov
  32. FDA, "Investigational IVDs Used in Clinical Investigations of Therapeutic Products", draft guidance, December 2017, docket FDA-2017-N-6356. fda.gov
  33. FDA, "Investigational In Vitro Diagnostics in Oncology Trials: Streamlined Submission Process for Study Risk Determination", final guidance, October 2019, docket FDA-2018-D-0944. fda.gov
  34. FDA, "List of FDA-Authorized Companion Diagnostic Devices (In Vitro and Imaging Tools)", page dated September 28, 2026; counts are ours, read November 3, 2026. fda.gov
  35. FDA, "Developing and Labeling In Vitro Companion Diagnostic Devices for a Specific Group of Oncology Therapeutic Products", final guidance, April 2020. fda.gov
  36. FDA, proposed order, "Reclassification of Nucleic Acid-Based Test Systems for Use with a Corresponding Approved Oncology Therapeutic Product", Federal Register document 2025-21071, November 25, 2025, docket FDA-2025-N-4622. federalregister.gov
  37. FDA, final order reclassifying in situ hybridization test systems for use with oncology therapeutic products, 91 FR No. 157, August 17, 2026, document 2026-16727, effective September 16, 2026. govinfo.gov
  38. Regulation (EU) 2024/1860, amending the transitional provisions of Regulation (EU) 2017/746. publications.europa.eu
  39. Discoveries in Health Policy, commentary on FDA's reclassification table, September 3, 2026, a commentator's reading, to early September. discoveriesinhealthpolicy.com
  40. FDA, Product Classification database, product codes OWD and PQP at device class 3, MVD at class 2 under 21 CFR 864.1890, read November 3, 2026. accessdata.fda.gov
  41. FDA, "Classify Your Medical Device". fda.gov
  42. FDA, "Enrichment Strategies for Clinical Trials to Support Determination of Effectiveness of Human Drugs and Biological Products", final guidance, March 2019. fda.gov
  43. Khalafi M and others, "Diagnostic accuracy of phosphorylated tau217 in detecting Alzheimer's disease pathology among cognitively impaired and unimpaired", Alzheimer's & Dementia 21:e14458, 2025. We read the abstract, not the full text. pmc.ncbi.nlm.nih.gov
  44. Schindler SE and others, "Using Alzheimer disease blood tests to accelerate clinical trial enrollment", Alzheimer's & Dementia 19(4):1175-1183, 2023 (a model). We read the abstract, not the full text. pmc.ncbi.nlm.nih.gov
  45. Practical Neurology, "FDA Clears the Elecsys pTau217 Blood Test to Aid in Alzheimer Disease Assessment", August 26, 2026. practicalneurology.com
  46. FDA, 510(k) record K261686, Elecsys Phospho-Tau (217P) Plasma, decision date August 19, 2026, read November 3, 2026. accessdata.fda.gov
  47. IASLC Lung Cancer News, "PD-L1 Blueprint Project", February 2017, on Hirsch FR and others, Journal of Thoracic Oncology 12(2):208-222, 2017. ilcn.org
  48. DeVito NJ, Goldacre B, "Evaluation of Compliance With Legal Requirements Under the FDA Amendments Act of 2007 for Timely Registration of Clinical Trials, Data Verification, Delayed Reporting, and Trial Document Submission", JAMA Internal Medicine 181(8):1128-1130, 2021. jamanetwork.com
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  53. BIO, Biomedtracker, Amplion, "Clinical Development Success Rates 2006-2015", 2016. go.bio.org
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  56. Alzheimer's Association, statement on the FDA clearance of Elecsys pTau217, August 24, 2026. alz.org
  57. FDA, "Table of Surrogate Endpoints That Were the Basis of Drug Approval or Licensure", content current October 29, 2026. fda.gov
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  71. Tufts Center for the Study of Drug Development, day-of-delay white paper, August 2024. csdd.tufts.edu
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botminds.ai The complete guide to biomarker strategy planning · November 2026. Northwind Bio, NWB-3140, Veltrimab, every rival trial, laboratory, person, source paper and figure in the example and the screens are fictional. Regulatory status is as of November 2026; check the sources before relying on it. Scientists and your translational board make these decisions; nothing here is regulatory or medical advice.