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  • 1.  Use of surrogate sample for rare samples

    Posted 08-08-2024 10:56

    Hello Bioanalytical community, 

    When developing and validating flow cytometry panels, or other assays, for clinical trials for which the matrix is hard to obtain in sufficient quantity for the needs, what approach do you favor? Do you perform initial experiments with a surrogate matrix or a model system and then use the clinical matrix in a proof-of-concept experiment?  Would you use the same surrogate sample to validate the panel? For example, using PBMC to develop a bone-marrow aspirate panel.



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    Melissa Mathieu
    Senior Scientist Cell Therapy Analytical Development
    Turnstone Biologics



    Disclaimer: Opinions expressed are solely my own and do not express the views or opinions of my employer.
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  • 2.  RE: Use of surrogate sample for rare samples

    Community Leadership
    Posted 08-08-2024 16:41

    Wow, that is a pretty clear example of something you really cannot acquire - would be unethical to source such a painful collection just for assay characterization. In cases like that, I think the surrogate matrix in development and qualification/validation is the best you can do. What you might want to plan is some additional in-study validation experiments such as incurred sample reproducibility, parallelism, etc.
    Flow assays can be very difficult to source QCs for anyway, so do the best you can achieve practically and good luck! Reaching out for regulator feedback on an analytical plan might also be wise. There are some new meeting types for the FDA that may fit this better than the legacy meeting types.



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    Joleen White Ph.D.
    AAPS 2024 Global Health Community Chair
    Bioanalytical 101 Course Development
    Senior Bioassay Development Lead
    Gates Medical Research Institute
    Cambridge MA
    [email protected]

    Disclaimer: Opinions expressed are solely my own and do not express the views or opinions of my employer.
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  • 3.  RE: Use of surrogate sample for rare samples
    Best Answer

    Posted 08-13-2024 08:12

    Thanks for the question and great timing- the manuscript below just came out in Cytometry part B. Carefully chosen surrogates are sometimes the only available option- between healthy donor samples, cell lines, stimulated cells, or entirely synthetic hydrogels, there are some new options to allow an assay to be developed and validated to understand how far from "normal" a sample would need to be for detection, however patient variability is always a wildcard.

    When in-study validation is needed, the two biggest takeaways for me are to clearly justify and document any in-study work planned ahead of time and to use multi-factorial experimental design to minimize the amount of sample needed in these cases. As Joleen mentioned, the more regulator and quality feedback on the plan ahead of time the better.

    Reference- validations in rare matrices

     Implementation of flow cytometry testing on rare matrix samples: Special considerations and best practices when the sample is unique or difficult to obtain - Devitt - Cytometry Part B: Clinical Cytometry - Wiley Online Library

    Reference- in-study validation

    Best practices for the development, analytical validation and clinical implementation of flow cytometric methods for chimeric antigen receptor T cell analyses - Sarikonda - 2021 - Cytometry Part B: Clinical Cytometry - Wiley Online Library



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    Brian Wile
    General Manager
    Flowmetric, A KCAS Company
    Lower Gynedd PA
    [email protected]

    Disclaimer: Opinions expressed are solely my own and do not express the views or opinions of my employer.
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  • 4.  RE: Use of surrogate sample for rare samples

    Community Leadership
    Posted 08-14-2024 14:47

    Great references Brian!



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    Joleen White Ph.D.
    AAPS 2024 Global Health Community Chair
    Bioanalytical 101 Course Development
    Senior Bioassay Development Lead
    Gates Medical Research Institute
    Cambridge MA
    [email protected]

    Disclaimer: Opinions expressed are solely my own and do not express the views or opinions of my employer.
    ------------------------------