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Drug-Device Combination Products: Updates and Challenges with Demonstrating Generic Substitutability

Date and Time: March 14 , 8:30 am  –  6:00 pm ,
March 15 , 8:30 am  –  4:40 pm

Co-hosts: FDA and the Center for Research on Complex Generics (CRCG)

In person (at The Universities at Shady Grove; Rockville, MD) and virtual workshop.

Download the Event’s Agenda

This 2-day hybrid (virtual and in-person) workshop is focused on addressing current challenges associated with developing complex generic drug-device combination products (DDCPs):

  • Day 1 will focus on user interface development, comparative assessment and generic substitutability issues
  • Day 2 will focus on product development & assessment issues related to device quality and performance

Virtual Attendees will enjoy free access to all symposia except Symposium III, including opportunities to:

  • Attend all presentations and panel discussions, including a dedicated “Ask the FDA” session
  • Submit live questions online for discussion panel Q&As
  • Enjoy free access to workshop recordings of presentations and panel discussions (not including the in-person working sessions in Symposium III: Setting the Course for the DDCP Future)

In-Person Attendees will also play an active role in conversations related to the future direction of this field during Symposium III by:

  • Participating in working sessions on 4 challenging aspects of comparative user interface assessment
  • Collaborating with FDA and industry thought leaders to define knowledge gaps, resource needs, and next steps
  • Informing a “roadmap” for a CRCG working committee that will collaborate with FDA to plan and prioritize next steps and formulate research questions to address and bridge the gaps in comparative user interface assessment
  • Conversing with panelists during discussion panel Q&As, including a dedicated “Ask the FDA” session
  • Networking with colleagues during breaks with light snacks and beverages, and catered lunches

For background information, workshop attendees can view free recordings of presentations and panel discussions available online from the recent FDA/CRCG Drug-Device Combination Products 101 Training.

Workshop Topics

Day 1 will focus on topics relevant to generic user interface development, comparative user interface assessment challenges, and therapeutic equivalence/generic substitutability considerations for generic drug-device combination products (DDCPs). There will also be a dedicated “Ask the FDA” panel session during which attendees can ask questions about these issues. Topic areas will include:

  • An overview of the drug-device combination product patent landscape from an academic research perspective
  • An update on generic drug policy and its impact on generic DDCP development
  • Comparative user interface assessment challenges and approaches for justifying “other design differences”
  • Patient perspectives and experiences with complex DDCPs and generic substitution

Day 2 will focus on topics relevant to DDCP device performance, manufacturing, and sustainability across the product lifecycle. Mid-day, Symposium III facilitators will summarize identified challenges, gaps, and next steps during the Day 1 working sessions. Day 2 will focus on topics such as:

  • Challenges related to device performance, manufacturing, device shortages, and sustainability across the DDCP product lifecycle
  • Considerations for specific dosage forms, from product quality and engineering perspectives

Audience

This workshop is primarily for the generic drug industry and other collaborators involved with generic DDCP development and assessment, including human factors consultants and contract research organizations.

  • Virtual Attendance is optimal for an audience interested in conveniently receiving helpful advice and practical information on the current thinking and best practices related to developing complex generic DDCPs.
  • In-Person Attendance is optimal for an audience interested in actively engaging with FDA and industry colleagues to discuss complex issues, resolve current problems, provide insights, detail industry experience about implementation challenges and discuss alternative approaches to comparative user interface assessment.

Registration Fees

  • This workshop is FREE for virtual attendees.
  • The combined cost for both days of in-person attendance and activities is $500 and will cover event-related expenses.
  • For faculty and students from the University of Maryland, Baltimore; Universities at Shady Grove; and University of Michigan, the workshop is free for in-person attendance. Please contact us (info@complexgenerics.org) and indicate which workshop you are interested in.

Introduction to the Workshop

Complex drug-device combination products (DDCP) provide end-users with important drug treatment options. Availability of high quality generic DDCPs is essential for making these therapies accessible to more Americans, but there are challenging regulatory and scientific obstacles that may hinder the development and timely approval of generic DDCPs. As DDCP complexity increases, so do the challenges of product development and establishing therapeutic equivalence. From a user interface standpoint, ANDAs for DDCPs should include comparative analyses (CA). When CA identify “other design differences” between the user interface of the generic combination product as compared to its RLD, the applicant should justify that potential use errors related to the design differences do not preclude a finding that the generic combination product and the RLD can be expected to have the same clinical effect and safety profile when administered to patients under the conditions specified in the labeling. This workshop will explore different types of data or information that may successfully justify “other design differences” depending on the user interface difference, the user population(s), and the context of product use.

From a product quality perspective, there is a growing need to manage device constituent quality and performance while containing cost, navigating post-approval device lifecycle changes in the RLD, mitigating disruptions in the supply chain to avoid device shortages, and striving toward product sustainability. The sessions of this workshop are intended to systematically address the myriad of challenges currently impacting the development and assessment of generic DDCPs.

Symposium I

Understanding the Landscape and Challenges for Development of Generic Drug-Device Combination Products

Format: Presentations and a Panel Discussion Q&A (Virtual and In-Person Attendees)

  • This symposium will set the stage for the day’s exploration of challenges with generic DDCP development. FDA presenters will provide a generic drug policy update. Industry representatives will explore current challenges during generic DDCP development and across the product lifecycle, including approaches to developing a generic DDCP for a discontinued reference listed drug (RLD). Patients who use DDCPs to manage their health conditions will share their experiences with generic DDCP substitution.

Symposium II

Assessment of “Other Design Differences” for Generic DDCPs:  Current Challenges and Future Opportunities

Format: Presentations and a Panel Discussion Q&A (Virtual and In-Person Attendees)

  • This symposium will explore Industry and Academia perspectives on risk management, user errors, and alternative methods to support user interface (UI) differences. FDA staff will share their perspectives on comparative UI assessment and types of information applicants can use to justify “other design differences.”

User Inter-FACE TIME with FDA:

An “Ask the FDA” Q&A Panel Session

Format: Panel Discussion Q&A (Virtual and In-Person Attendees)

  • For virtual attendees, the day will conclude after this question-and-answer session with a panel of FDA leaders from the Office of Generic Drugs and Office of Surveillance and Epidemiology who oversee the review of research related to generic DDCPs, as well as ANDA and pre-ANDA submissions involving DDCPs.

Symposium III: Setting the Course for the Generic DDCP Future

Format: Interactive Working Sessions (In-Person Attendees Only)

  • During this interactive symposium for in-person attendees only, each in-person attendee will participate in two working sessions (topics shown below) to identify challenges, knowledge gaps, and resource needs. These working sessions will help define an approach to resolve major issues in each topic area.
  • The challenges, gaps, and next steps identified will inform a “roadmap” for the activities of a CRCG expert committee that will work collaboratively with the FDA to address the challenges and knowledge gaps in comparative user interface assessment through research and other means.

In-person attendees will participate in two of the following four working sessions:

  • Minor vs. Other Design Difference – Learning to speak the same language.

Do industry, human factors experts, and FDA reviewers identify and classify user interface differences in the same way? Could a taxonomy or other tools inform more consistent and informative device user interface difference identification, classification, and risk assessment?

  • When Might “Other Design Differences” Be Justified Without a CUHF Study?

What are the drug product factors and use context factors that inform the types of data and information that can support an “other design difference?”

  • Designing and Executing CUHF Studies – Choosing Study Population(s) and Statistical Methods

Discuss the strengths and challenges of the statistical methods for CUHF studies recommended in FDA guidance and explore potentially viable alternatives and whether there is a role for data modeling. Discuss the human factors principles that inform how to identify appropriate surrogate users.

  • Building a More Informed and Flexible Comparative User Interface Assessment Landscape

What are the potential roles for limited data sharing, post-market real world evidence, decentralized study designs, artificial intelligence, and other novel approaches to enhance comparative user interface assessment between complex generic DDCPs and their RLDs?

Symposium IV

Device Manufacturing and Sustainability

Format: Presentations and a Panel Discussion Q&A (Virtual and In-Person Attendees)

  • This symposium will discuss DDCP quality with a focus on device performance, manufacturing, and sustainability. Speakers from the FDA and industry will share their perspectives on best practices for device design, mitigating device failures, material selection, leachable risk assessment, supply chain challenges, device shortages, and product sustainability. The symposium will also cover navigating essential performance requirements and existing guidance.

Symposium V

Dosage Form Quality Challenges

Format: Presentations and a Panel Discussion Q&A (Virtual and In-Person Attendees)

  • This symposium will discuss specific dosage form challenges from a quality and engineering perspective. Speakers from the FDA and industry will discuss navigating differences in performance attributes between a proposed generic DDCP and its RLD, quality considerations for new DDCP ANDAs, and challenges in post-approval lifecycle management. Case studies will be presented on specific products to discuss successes and failures.

Dave Ahern photo

Head, Device Development Center, Sandoz

As Head of the Sandoz Device Development Centre in Cambridge, UK, Mr. Ahern has global responsibility for the development of all medical devices and drug/device combination products in biosimilar and complex generics across all routes of delivery including parenteral, respiratory, nasal, and ophthalmic. Previously, Mr. Ahern was the CEO and one of the founders in 2009 of Coalesce Product Development, a UK-based medical device development company that was acquired by Sandoz in 2022.

He has been developing medical and drug delivery technology since graduating in 1993 from Munster Technological University, Ireland with a diploma in Mechanical and Electrical Engineering Design and a diploma in Manufacturing Engineering from the Society of Manufacturing Engineers (SME).

Medical Officer on Team D, DTP-I, ORS, OGD, CDER, FDA

Dr. Betsy Ballard is a Medical Officer on the Device Team in the Division of Therapeutic Performance in the FDA’s Office of Generic Drugs responsible for reviewing complex combination products in the pre ANDA space. Dr. Ballard is a board-certified general surgeon with more than twenty years of clinical practice experience and more than ten years’ experience in regulatory science including time in the FDA’s Center for Radiologic Health and CDER’s Office of New Drugs and Generic Drugs.

Headshot of Lisa BercuRegulatory Council, DPD, OGDP, OGD, CDER, FDA

Lisa Bercu is a regulatory counsel in the Office of Generic Drug Policy, Office of Generic Drugs (OGD), where she focuses on issues related to combination products. Before joining OGD in October 2016, Ms. Bercu worked at a medical society providing strategic advice on issues including pain medicine, drugs, and devices. She holds a JD degree from Georgetown University Law Center and a BA from the University of Michigan.

Tim Briggs photo

Senior Principal Human Factors Engineer, Global Device Development, Viatris

Tim Briggs is a Human Factors Engineer responsible for the management and application of the Human Factors/Usability Engineering process for Combination Product development within the Global Device Development group at Viatris. Tim joined the organization in 2017 and has over 12 years of experience in Medical Device Development. Tim holds a Bachelor’s Degree in Industrial Design and a Master’s Degree in Medical Device Design, both from the National College of Art and Design in Dublin, Ireland. Outside of work, Tim enjoys spending time at, on, and in the sea, riding mountain bikes, and coaching kids’ soccer.

Headshot of Irene Z. Chan

Deputy Director, OMEPRM, OSE, FDA

Captain Irene Z. Chan received a B.S. in Pharmacy and Doctor of Pharmacy degree from Rutgers University Ernest Mario School of Pharmacy. Upon graduation from pharmacy school, she was called to active duty by the U.S. Public Health Service and completed a PGYl accredited pharmacy practice residency. After completing her residency, she worked with the Indian Health Service (IHS) for over five years in both Gallup, NM and Santa Fe, NM, in both inpatient and outpatient pharmacy settings. During her time with IHS, her responsibilities included chairing a multidisciplinary medication safety task force, serving as Supervisor of Inpatient Pharmacy Services, and serving as the pharmacy Residency Program Director.

In 2009, CAPT Chan transferred to the FDA where she currently serves as Deputy Director in the Office of Medication Error Prevention and Risk Management (OMEPRM). In this role, CAPT Chan is responsible for managing, planning, and providing guidance for the pre-market and post-market operations, programs, functions, and activities of four Divisions in FDA that focus on minimizing use error related to the naming, labeling, packaging, or design of drug products and developing effective and efficient Risk Evaluation and Mitigation Strategies (REMS) for certain drug products that ensure the benefits outweigh its risks.

Headshot of Somesh Chattopadhyay

Lead Mathematical Statistician, DB-VIII, OB, OTS, CDER, FDA

Dr. Somesh Chattopadhyay received his Ph.D. in Statistics from the University of Virginia. He was a faculty member at Duke University and at Florida State University before joining FDA as a mathematical statistician in the Office of Biostatistics in CDER where he has supported review of oncologic products, generic drug products, and biosimilar products. Currently, he is a team leader in the Division of Biometrics VIII that supports the Office of Generic Drugs and partially the Office of New Drugs. For the last four years, he has been leading the team of statisticians that review comparative use human factors studies and generic drug and biosimilar products.

Howard Chazin photo

Director, DCSS, OSCE, OGD, CDER, FDA

Dr. Howard Chazin is Director of the Division of Clinical Safety and Surveillance (DCSS) in the Office of Safety and Clinical Evaluation within the Office of Generic Drugs (OGD) in CDER. For over 20 years during his career at FDA, he has worked to promote improvements in reviewer templates and Guidances to Industry along with facilitating post marketing safety processes related to new drugs, biologics, and generic drugs. From 2002 through 2011, he filled several roles in CDER’s Office of New Drugs. From 2011-2016, Dr. Chazin was the Deputy Director and then Acting Director of the Division of Hematology Clinical Review in FDA’s Center for Biologic Evaluation and Research. Since 2016, he has led the DCSS, which consists of several teams of physicians, nurses, pharmacists, and data analysts tasked with identifying, assessing, and addressing safety signals related to potentially inferior generic drug product quality, therapeutic equivalence, or adverse reactions. Dr. Chazin received his medical degree from the Rutgers-Robert Wood Johnson Medical School, completed an Internal Medicine internship and Neurology residency at the George Washington University Medical Center, and obtained his MBA in Health Services Management from the Johns Hopkins University School of Medicine and Carey Business School.

Headshot of William Chong

Director, OSCE, OGD, CDER, FDA

Dr. William Chong is the Director of OGD’s Office of Safety and Clinical Evaluation. He leads a multidisciplinary group of scientists that work to ensure that generic drug products have the same safety and efficacy profile as the reference listed drug. Dr. Chong joined FDA in 2012 in CDER’s Office of New Drugs where he primarily evaluated new drug products for patients with diabetes mellitus. He subsequently joined OGD in 2019 as the Associate Director for Clinical Affairs before becoming the Director of OSCE in 2022. He is a board-certified internist and endocrinologist and completed his Internal Medicine residency at Thomas Jefferson University Hospital in Philadelphia, PA and his Endocrinology and Metabolism fellowship at the National Institutes of Health in Bethesda, MD. Dr. Chong earned his undergraduate degree in Engineering Science at Penn State University, and his Medical Degree from Temple University School of Medicine.

Megan Conrad photo

Associate Professor of Mechanical Engineering, University of Detroit Mercy

Dr. Megan Conrad is an Associate Professor of Mechanical Engineering at the University of Detroit Mercy where she leads the Eick Center for Assistive Technology and teaches courses related to Biomedical Engineering, Human Factors, and Product Design. She has earned a Ph.D. in Biomedical Engineering from Marquette University, a MS in Systems Engineering (UPenn) and a BS in Industrial Engineering (Marquette). Prior to Detroit Mercy, Dr. Conrad studied Hand Function and Rehabilitation as a postdoc in the Sensorimotor Performance Program at the Rehabilitation Institute of Chicago (presently named the Shirley Ryan AbilityLab) and Northwestern University. Dr. Conrad’s research interests are centered around the assessment of human performance in healthy and disabled populations as it pertains to therapy, work and product design. Specifically, she studies hand and arm function with the goal of identifying techniques that will allow elderly and disabled individuals to remain independent at home and work. Dr. Conrad has several peer-reviewed publications relating hand function to neurological injury/rehabilitation and assessing the ergonomics and human factors of products requiring manual interaction. Dr. Conrad has received extramural funding as PI or co-I on projects supported by the AHA, NIH, FDA, and NSF.

Headshot of Katharine B. Feibus

Team Leader, Device Evaluation Team (Team D), DTP-I, ORS, OGD, CDER, FDA

Dr. Katharine Feibus is an obstetrician/gynecologist who was in clinical practice for nine years before joining the U.S. Food and Drug Administration. During nearly 20 years in civil service, Dr. Feibus has worked as a medical officer and team leader for the Office of New Drugs’ Office of Nonprescription Drug Products and Division of Pediatric and Maternal Health and for the Office of Generic Drugs’ (OGD) Division of Clinical Review, Division of Clinical Safety and Surveillance, and Division of Therapeutic Performance-I (DTP-I). Currently, Dr. Feibus leads the DTP-1 Device Evaluation Team in OGD’s Office of Research and Standards. In addition, Dr. Feibus served as the Deputy Director of Reproductive Health in the Office of Women’s Health Services at the Veterans Health Administration. Outside of work, Dr. Feibus enjoys spending time with family and friends, hiking, Nordic skiing, biking, and snuggling with her three poodles.

William Feldman photo

Associate Physician, Brigham and Women’s Hospital, Instructor of Medicine, Harvard Medical School

Dr. William Feldman is a pulmonologist, intensivist, and health services researcher at Harvard Medical School and Brigham and Women’s Hospital, where he has joint appointments in the Division of Pharmacoepidemiology and Pharmacoeconomics and the Division of Pulmonary and Critical Care Medicine. He completed his undergraduate degree in philosophy at Duke University, his medical degree at the University of California San Francisco, his doctorate in political theory at the University of Oxford, and his master’s in public health at the Harvard T.H. Chan School of Public Health. He was a Fulbright Scholar at the University of Haifa and a Zuckerman fellow at the Center for Public Leadership at Harvard Kennedy School. He completed training in Internal Medicine and Pulmonary and Critical Care Medicine at Brigham and Women’s Hospital. Dr. Feldman’s research focuses on drug pricing, FDA regulation, pharmaceutical policy, and COPD outcomes. He currently serves as Co-Chair of the Ethics Committee and Associate Director of the Ethics Service at Brigham and Women’s Hospital.

Headshot of Andrew Fine

Senior Advisor, DCR, OGD, OSCE, FDA

Commander Andrew Fine is the Senior Advisor in the Office of Generic Drug’s, Office of Safety and Clinical Evaluation, Division of Clinical Review. As part of the division management team, Commander Fine, provides clinical, regulatory, and process oversight for generic drug activities in the division. Prior to his role as Senior Advisor, Commander Fine served as a team leader in the division for 7 years where he led a team of physicians in their clinical work to support the Generic Drug Program. He earned his Pharm.D. from the University of Illinois College of Pharmacy and completed a pharmacy practice residency at Northwestern Memorial Hospital. Andrew is board certified in pharmacotherapy and earned a certificate in pharmacoepidemiology from the University of Pennsylvania. Prior to joining the Office of Generic Drugs, Commander Fine spent 4.5 years as a safety reviewer in CDER’s Office of Surveillance and Epidemiology, Division of Pharmacovigilance where he led post marketing safety efforts for Multiple Sclerosis drug products.

Headshot of Jason A. Flint

Associate Director for Human Factors, DMEPA-I, OMEPRM, OSE, CDER, FDA

Jason Flint is the Associate Director for Human Factors with the Division of Medication Error Prevention and Analysis I (DMEPAl) within the Center for Drug Evaluation and Research. He is also co-chair for the Office of Medication Error Prevention and Risk Management (OMEPRM) Research Workgroup and is the FDA scientific lead for research on training decay designed to inform the Agency’s recommendations on human factors validation protocols.

Prior to joining the DMEPA team, Jason spent 13 years supporting the Air Force Medical Acquisition community by planning, conducting, and reporting on operational testing activities for the Air Force Medical Evaluation and Support Activity (AFMESA), including two years as their Director of Operations. He spent the previous six years conducting research in virology, immunology, and nanoparticle science at Cincinnati Children’s Hospital and the University of Florida. While in college, he also served in the United States Army Reserve as a combat medic and surgical technician.

Jason received his Bachelor of Science in Biology from the State University of New York College at Brockport in 1998, an MBA from the University of Florida in 2005, attended the Human Factors Short Course at the University of Michigan in 2009, and earned a project management professional certification in 2015.

Kyran Gibson photo

Biomedical Engineer and Lead Reviewer, OHT III, DHT IIIC, OPEQ, CDRH, FDA

Kyran Gibson is a Biomedical Engineer and Lead Reviewer within the Division of Drug Delivery and General Hospital Devices and Human Factors, Office of Reproductive, Gastro‐Renal, Urological, General Hospital Device & Human Factors at the FDA. Miss Gibson received a Bachelor of Science in Bioengineering from University of Maryland College Park. She reviews both premarket and post market submissions for medical devices submitted as 510(k)s, De Novos, Premarket Approvals (PMAs) as well as combination products submitted as New Drug Applications (NDAs), Abbreviated New Drug Applications (ANDAs), and Investigational New Drug Applications (INDs). In addition, Miss Gibson serves as a focal point for Digital Health and cybersecurity for her division.

Headshot of Stella Grosser

Director, DB VIII, OB, OTS, CDER, FDA

Dr. Stella Grosser is Director of the Division of Biometrics 8 in the Office of Biostatistics and the Office of Translational Sciences (OTS), CDER, FDA.  This division provides statistical support in review and research to the Office of Generic Drugs.  She has been at the FDA for over 20 years, beginning as a statistical reviewer for new drug products and serving as a team leader before assuming her current position.  Dr. Grosser received her Ph.D. in biostatistics from UCLA and spent several years there afterwards as an assistant professor in the School of Public Health.

Thomas Gwise photo

Independent Statistical Consultant and Founder, T Gwise Consulting LLC

Dr. Thomas Gwise is an independent statistical consultant and founder of T Gwise Consulting LLC. Dr. Gwise has more than 17 years’ experience in drug and medical device review with the U.S. Food and Drug Administration. Most recently, he was the director of the Division of Biometrics IX in FDA’s Center for Drug Evaluation and Research (CDER) where he oversaw statistical review of all applications and INDs for hematological indications including cancers. Prior to his role as Director, Dr. Gwise was Deputy Director of CDER’s Division of Biometrics V which at that time reviewed applications for cancer and imaging drug indications. Before transferring to CDER in 2011, he was a statistical reviewer and team leader in FDA’s Center for Devices and Radiological Health (CDRH) where he reviewed marketing applications for both therapeutic and diagnostic devices. During his time with CDER, Dr. Gwise was a member of FDA’s Biosimilar Review Committee and was involved in writing guidance documents for interchangeability and generic drug comparative human factors studies.

Michael Hoffman photo

OPEQ Device Shortages Lead, CSPS, OPEQ, CDRH, FDA

Michael (Mike) Hoffmann currently oversees the Office of Product Evaluation and Quality’s (OPEQ’s) Shortages Team in the Center for Devices and Radiological Health (CDRH), including responsibilities related to shortages and EUA and PEUAs.  He works with stakeholders across CDRH, who are collectively focused on developing tools, processes, and policies for identifying and mitigating device shortages in the future. Mike has worked at CDRH since 2007 primarily in the area of neurological and rehabilitation devices, serving in various leadership roles within the Office of Neurological and Physical Medicine Devices, which includes oversight and policy recommendations on activities for a wide variety of devices associated with neurology, psychiatry, and rehabilitation. Michael received his B.S. in Electrical Engineering from the University of Illinois in Urbana-Champaign and his M.S. in Biomedical Engineering from Marquette University.

Sarah Ibrahim photo

Associate Director for Stakeholder and Global Engagement, OGD, CDER, FDA

Dr. Sarah Ibrahim is the Associate Director for Stakeholder and Global Engagement in the Office of Generic Drugs (OGD)/Center of Drug Evaluation and Research (CDER) at the U.S. Food and Drug Administration (FDA). Dr. Ibrahim develops OGD strategies to address identified and emerging regulatory challenges in relation to the international nature of the generic drug industry. She established OGD’s current global affairs program, the FDA global generic drug cluster which is the first generic drug forum that involves the word leading regulatory agencies. Dr. Ibrahim also created OGD’s patient engagement program and pioneered OGD’s first patient listening session series. In collaboration with other CDER and FDA offices, she supports stakeholder engagement concerning issues related to globalization of the generic pharmaceutical supply and harmonization of regulatory approaches for generic drugs. Dr. Ibrahim received her Ph.D. in Biopharmaceutics/Pharmaceutics from the School of Pharmacy, University of Cincinnati and a B.S. in Pharmacy and Pharmaceutical Sciences from Cairo University, Egypt. Dr. Ibrahim started her career at the FDA in 2014 as a scientific reviewer in the Office of Pharmaceutical Quality. Prior to her FDA career, she has years of experience in the U.S. pharmaceutical industry in the area of pharmaceutical development.  As an assistant professor, along with the founding faculty, Dr. Ibrahim established the pharmaceutical sciences department for the second school of pharmacy in the state of New Jersey.

Johannes Keuschnigg photo

Regulatory Devices Portfolio Head, Sandoz

Dr. Johannes Keuschnigg leads a Regulatory Device team at Sandoz. He has >10 years of experience in developing drug device combination products. His current remit includes complex generics and biosimilars from early development through initial submissions into life cycle management. Johannes holds a M.Sc. in Molecular Biology from the Leopold-Franzen’s University Innsbruck, Austria and a Ph.D. in Medical Microbiology and Immunology from the University of Turku, Finland.

Shinae Kim photo

Consultant V, DTP I, ORS, OGD, CDER, FDA

Dr. Shinae Kim is a contractor working in the device evaluation team in the Division of Therapeutic Performance I. She is responsible for the development of product-specific guidances for generic drug-device combination product development, reviewing and responding to controlled correspondences, pre-ANDA meeting requests, and internal consults. Prior to joining the FDA, she participated in the development of medical diagnostic devices and related new technologies for real-time oral disease diagnosis at research institutions and academia for more than nine years. She received her B.S. in Electrical Engineering from Korea University and her M.S. and Ph.D. in Electrical Engineering and Computer Science from Seoul National University, Korea. After graduation, she trained as a postdoctoral researcher in the chemical and biomedical engineering laboratory at the Georgia Institute of Technology.

Kai Kwok photo

Senior Pharmaceutical Quality Assessor (SPQA), DPQA I, OPQA I, OPQ, CDER, FDA

Dr. Kai Kwok is a Senior Pharmaceutical Quality Assessor (SPQA) in the Division of Product Quality Assessment I (DPQA I), Office of Product Quality Assessment I (OPQA I), Office of Pharmaceutical Quality (OPQ), CDER at FDA. In this role, he acts as the application technical lead for integrated quality assessment of generic parenteral, ophthalmic, topical, nasal, and oral solid/solution drug products. For the past 10 years, he has been reviewing ANDA, Bio-IND, and Pre-ANDA meeting packages involving complex drug products. Also, he served as an FDA liaison in the USP Packaging and Distribution Expert Committee for developing USP packaging chapters and standards and as a member for development of FDA guidance for drug delivery performance of drug-device combination products. Prior to FDA, he spent over 10 years as a formulation scientist for drug product/process development and technology transfer in pharmaceutical companies. He received his B.S. in Pharmacy from Temple University and Ph.D. in Pharmaceutical Sciences from University of Michigan.

Lee Leichter

President, P/L Biomedical

Mr. Lee Leichter has close to 50 years’ experience in the health care industry, providing direct, hands-on assistance to domestic and international Pharmaceutical, Biotechnology and Medical Device companies for the last 30 years. Projects have encompassed a multitude of business, technical, regulatory, and quality issues, primarily related to drug delivery and combination products for marketing in the USA, Europe, and Canada. He has worked with large multi-national companies, as well as start-ups, successfully navigating the challenges posed during the development, testing, and marketing approval of products that merge pharmaceutical substances with high-tech device systems.

Serving as an independent expert on ISO technical committees for injection and respiratory products, infusion pumps, needles and catheters, and AAMI Injection and Infusion Devices and Human Factors committees, he assists in establishing international standards for safety and performance of these products. He initiated and leads the ISO Workgroup developing a standard for On Body Delivery Systems (OBDS).

Over his career, he has directly interacted with the FDA and other Health Authorities on specific projects and has proposed and responded to FDA positions and proposals covering combination products, most recently as a consultant to the Combination Products Coalition and as the Chairman of the PDA Combination Product Interest Group.

Lee has helped organize and chair several conferences dedicated to Combination products and Human Factors and has trained and presented on a multitude of related topics.  His education includes a Bachelor’s degree from the State University of New York at Stony Brook and an MBA with Honors from Florida Gulf Coast University. Lee is currently certified in USA and EU Regulatory Affairs from RAPS and was certified as a Quality Engineer from ASQ.

Headshot of Michelle Lin

Senior Physician, DCR, OSCE, OGD, CDER, FDA

Dr. Michelle Lin is a trained and board certified in pediatrics and pediatric endocrinology. She joined the FDA in 2015 as a primary reviewer in the Division of Clinical Review. In this role, she routinely conducts comparative analyses assessments as well as other clinical consults and reviews for the generic drug approval process. She has been involved in several working groups for internal process improvement and reviewer training in relation to comparative analyses assessments.

Headshot of Robert Lionberger

Director, ORS, OGD, CDER, FDA

Dr. Robert Lionberger serves as Director of the Office of Research and Standards (ORS) in the Office of Generic Drugs (OGD). Dr. Lionberger leads OGD’s implementation of the GDUFA science and research commitments including internal research activities and external research grants and collaborations to ensure the therapeutic equivalence of generic drug products. ORS also provides pre-submission advice on complex generics through pre-ANDA meetings, product specific guidance and correspondence responses.
He received his undergraduate degree from Stanford University in Chemical Engineering, and a Ph.D. from Princeton University in Chemical Engineering. After his Ph.D., he conducted post-doctoral research in Australia in the Department of Mathematics and Statistics at the University of Melbourne. Prior to joining the FDA 20 years ago, he was an Assistant Professor of Chemical Engineering at the University of Michigan.

Headshot of Markham C. Luke

Director, DTP-I, ORS, OGD, CDER, FDA

Dr. Markham C. Luke serves as FDA Supervisory Physician (Dermatology) and Director of the Division of Therapeutic Performance 1 (DTP-I) in the Office of Research and Standards, Office of Generic Drugs at FDA. DTPl is responsible for facilitating pre-application development of generic drugs by conducting and promoting regulatory science research to establish standards to ensure therapeutic equivalence of new generic drug products. Markham has an M.D. and a Ph.D. in Pharmacology from Johns Hopkins University and completed his dermatology residency and fellowship at Washington University, St. Louis, MO and the National Institutes of Health, Bethesda, MD. He is an Associate Professor at the Uniformed Services University of the Health Sciences, Bethesda, MD with research interests in dermatopharmacology, clinical pharmacology, clinical study design and endpoints assessment (including patient-reported outcomes) for medical, surgical, and aesthetic products. Markham has been at FDA since 1998 serving various roles, including as the Lead Medical Officer for dermatology drugs, Chief Medical Officer and Deputy Director for the Office of Device Evaluation in the Center for Devices and Radiologic Health, and as Acting Director for Cosmetics in the Center for Food Safety and Applied Nutrition.

Headshot of Claire McDiarmid

Senior Director, User Interface, and Risk Management, Global Device Development, Viatris, Inc.

Claire McDiarmid leads the Device Risk Management and Human Factors programs for Combination Products including Complex Generics at Viatris. Claire joined the organization in 2011 and has over 25 years of experience in Drug Product Development with specific focus on drug delivery systems. Claire’s remit includes injectable, respiratory, ophthalmic, and transdermal products and her team delivered the Human Factors programs for Wixela lnhub® – the first generic Dry Powder Inhaler approved by FDA and Semglee® – first biosimilar Prefilled Insulin Pen approved by FDA. Claire holds a Batchelor degree in Chemistry and Environmental Science from the Universities of Kent, UK and Bergen, Norway and a Master’s degree in Environmental Management and Legislation from Brunel University, UK.

Heidi Manijeh Mehrzad photo

CEO and Founder, HFUX Research, R&D Medical Device & Combination Product Development, HFUX Research, LLC

Heidi Manijeh Mehrzad is the founder and CEO of the medical human factors and usability consultancy HFUX Research, LLC, specializing in medical device, technology, and combination product development. With a wide-ranging background as a trained pilot, emergency medical technician, software analyst, and human factors and usability expert within the (medical) product development industry, her motivation for the past 25 years has been directed towards enhancing human-product performance by optimizing user interface design, information architecture, and user and product workflow, through the application of human factors science and usability practices.

Her focus has been on promoting the early integration of human factors into the medical device R&D process. She actively advocates for collaborative methodologies, conducting hybrid human factors and clinical studies, as well as risk assessments, with the aim of advancing study design and statistical modeling for usability evaluations, and expanding capabilities for human factors data collection in alignment with regulatory standards.

Her portfolio includes medical devices spanning drug delivery and reconstitution, ophthalmic, respiratory, and endoscopy equipment, as well as various implantable and injection devices, computer-aided systems, 3D EP mapping, ultrasound-guided, and fluid management technologies, radiological diagnostic equipment, cardiac monitoring devices, and surgical systems. She holds patents in GUI design for medical imaging and surgical navigation software systems and earned a B.S. in Aeronautics and an M.S. in Human Factors and Systems with a concentration in Physiology from Embry–Riddle Aeronautical University (ERAU), in addition to technical degrees in IT Management and Emergency Medical Services from Sacred Heart University (SHU) and Daytona State College (DSC), respectively.

Karthika Natarajan photo

Staff Fellow, Device Evaluation Team (Team D), DTP I, ORS, OGD, CDER, FDA

Dr. Karthika Natarajan is a Staff Fellow on the Device Evaluation Team in the Division of Therapeutic Performance I (DTP I), Office of Research and Standards (ORS), under the Office of Generic Drugs (OGD). Dr. Natarajan’s work focuses on developing product-specific guidances, and addressing controlled correspondences, consults, and pre-ANDA meeting requests. She also serves as a contracting officer’s representative and provides human subject research oversight for regulatory science research initiated by DTP I. Dr. Natarajan has a Bachelor of Pharmacy degree and received her M.S. in Pharmaceutical Sciences from South Dakota State University and her M.S. in Pharmacometrics and Ph.D. in Pharmaceutical Sciences from the University of Maryland, Baltimore.

Carrie O’Donel photo

Principal Device Engineer, Combination Product & Device R&D, Teva Pharmaceuticals

Ms. Carrie O’Donel began her career in industry over a decade ago. Holding degrees in Physics and Mechanical Engineering, she began her career in Forensic Engineering, providing scientific investigations in the areas of Injury Biomechanics, Material Failure, Medical Device Failure, and Amusement Park Ride Design and Operation, to name a few. During her time at Teva Pharmaceuticals, she has worked as both a Quality Engineer and Device Engineer, on programs at every stage of the design process – from Discovery to Commercial and Life-Cycle Management. Her current focus is new and evolving technologies within the Injectable Drug-Delivery System space.

Satya Patil headshot

DGM (R&D) – Device Development, Sun Pharmaceutical Industries Limited

Satyashodhan Patil is leading drug delivery device development for Sun Pharmaceutical Industries Limited. He is responsible for end-to-end medical device development from conceptualization to commercialization through development, design verification, and design validation studies like stability, clinical, bio-compatibility, and human factors. He also supports PLM activities, including complaint handling and CAPA. Satyashodhan is working on the development of several types of medical devices for several therapeutic uses with drug-device combination products (DDCP) like pen injectors, auto-injectors, applicators, Prefilled Syringes (PFS), implants, ophthalmic devices, and Inhalers. He is instrumental in implementing the regulatory guidance (USFDA 21 CFR, EU MDR, MHRA, TGA, HC) and ISO standards for medical devices developed for the global market by authoring Global Quality Standards and Global Policy for Medical Devices and also bringing best practices of Mechanical Design Engineering to Medical field. He is pioneering bringing and implementing the Design History File (DHF) concept to Drug-Device Combination Products in the Indian Pharma Industry.

He brings 21+ years of experience in product development, including 16+ years of experience in medical device development. He previously worked with Johnson and Johnson Medical as a part of R&D’s Front-End Innovation As-Pac Team for the design and development of orthopedic, heart, and general surgery implants and instrumentations. He also worked with GE Healthcare in the JFWTC R&D center as a Senior Design Engineer for life sciences and diagnostics.

Satyashodhan graduated in Mechanical Engineering with College 1st and University 4th rank from SRT Marathwada University, Nanded, India, and he also completed a certificate course in Medical Device Development from Stanford University’s Center at the All India Institute of Medical Sciences, New Delhi. He also received a Post Graduate Diploma in International Business Operations. He has several patents to his credit.

Frances Penrose photo

Mechanical Engineer, Cambridge Design Partnership

Fran Penrose is a mechanical engineer, specializing in the early-stage design of drug delivery devices. She has experience in device design from concept generation to design verification testing and manufacturing scale-up spanning many medical devices, including electromechanical injection devices. She has a keen interest in the intersection between sustainability and medical device design. Fran forms part of Cambridge Design Partnership’s core sustainability group, where she is responsible for identifying opportunities for sustainable innovation within the drug delivery sector.

Headshot of James Polli

Co-Director of CRCG, Professor of Pharmaceutical Sciences and Ralph F. Shangraw/Noxell Endowed Professor in Industrial Pharmacy and Pharmaceutics, University of Maryland

Dr. James E. Polli is Professor of Pharmaceutical Sciences and Ralph F. Shangraw/Noxell Endowed Professor in Industrial Pharmacy and Pharmaceutics at University of Maryland. His research interest is oral drug absorption and formulation, involving laboratory and clinical research. He has served as advisor to 24 Ph.D. graduates. Dr. Polli is co-Director of the recently initiated Center for Research on Complex Generics, an FDA-funded collaborative agreement with the Agency. He is Director of the online M.S. in Regulatory Science program.

Mary Beth Privitera photo

Co-Chair & Faculty, Association for the Advancement of Medical Instrumentation Human Engineering Committee, Professor, Department of Biomedical Engineering, University of Cincinnati

Dr. Mary Beth Privitera, M.Design, FIDSA, is internationally known as an expert in medical product design, specifically in the area of applied human factors.  She is a Professor at the University of Cincinnati’s Department of Biomedical Engineering and works collaboratively among the Colleges of Medicine, Engineering, and Design. She is a consultant to the medical device industry with expertise in user interaction design and human factors. Additionally, she serves as faculty and co-chair of the Association for the Advancement of Medical Instrumentation’s Human Engineering Committee.

She is a Co-Founder of the Medical Device Innovation and Entrepreneurship Program at the University of Cincinnati, bringing the Colleges of Engineering, Medicine, Design and Business together.  Her previous academic appointments include College of Design, industrial design, and the Department of Emergency Medicine.

She has worked professionally as a consultant to the medical device industry for over 25 years on devices which are intended for use across the practice of medicine and intended for home use. Her current research focuses on applied ergonomics and design interpretation. She has conducted contextual inquiry studies internationally with results intended to inform the design of devices. She has been involved in the development of surgical tools, diagnostic equipment, combination products, software as medical device, clinical decision support software, as well as intraprocedural augmented reality.  In addition, she has had research funding supported by the Gates Foundation and US FDA CDER Division. She is a Fulbright Scholar in collaboration with the University of Nottingham.

She has authored several peer reviewed articles and books titled “Contextual Inquiry for Medical Device Design,” promoting best practices for phase zero medical device development.  Her 2nd book, edited and written in collaboration with AAMI Human Factors faculty is titled “Applied Human Factors in Medical Device Design.” This book aims at bringing all references and best practices together in one resource compendium.

Nathan Reed photo

Chemist, DPQR II, OPQR, OPQ, CDER, FDA

Dr. Nathan Reed, Ph.D. is a chemist working in the Division of Pharmaceutical Quality Research Branch II (DPQR II), Office of Pharmaceutical Quality Research (OPQR), Office of Pharmaceutical Quality (OPQ), Center of Drug Evaluation and Research (CDER) at the FDA since July 2021. He was an ORISE Fellow at the FDA within DCDA from September 2019 to July 2021. His expertise is primarily in the physiochemical characterization, aerosol dynamics, and dissolution of orally inhaled and nasal drug products (OINDPs). Nathan completed his B.S. in Integrative Biology from the University of Illinois-Urbana Champaign in 2009 and Ph.D. in Chemical Engineering from Washington University in St. Louis in 2019.

Headshot of Anna Schwendeman

Co-Director of CRCG, William I Higuchi Collegiate Professor of Pharmacy, Professor of Pharmaceutical Sciences, Biointerfaces Institute, College of Pharmacy, University of Michigan

Dr. Anna Schwendeman is William I Higuchi Collegiate Professor of Pharmacy and Associate Professor of Pharmaceutical Sciences at the University of Michigan. Her research focus is on optimization high-density lipoprotein (HDL) nanoparticles for treatment of atherosclerosis, sepsis, and drug delivery purposes. In 2016, she co-founded a company EVOQ Therapeutics (www.evoqtherapeutics.com) focused on the use of HDL nanodiscs for delivery of personalized neoantigen cancer vaccines. Dr. Schwendeman received her B.S. from Moscow Institute of Physics and Technology and Ph.D. in Pharmaceutics from The Ohio State University. Prior to starting her academic career in 2012, Dr. Schwendeman spent 12 years in the pharmaceutical industry at Cerenis Therapeutics, Pfizer, and Esperion Therapeutics. She was involved in different products including nanoparticles, liposome, recombinant proteins, peptides, and small molecules. Her laboratory’s research in regulatory sciences is focused on analytical characterization of liposomes, polymer microspheres, peptides, and biosimilar products. She is co-director of FDA sponsored Center for Research in Complex Generics (http://www.complexgenerics.org). Dr. Schwendeman is an Associate Editor for Nanomedicine NBM and Eur. J Pharm and Biopharm.

Carol Stillman photo

Senior Consultant Program Manager, Cambridge Design Partnership

Ms. Carol Stillman is a healthcare program manager with more than 20 years of experience in medical and consumer product development. Her undergraduate degree is in mechanical engineering, with focus areas including biomedical engineering and design for environmental sustainability. Her technical experience has primarily focused on development of drug delivery device and has also included surgical equipment, biological detection systems, diagnostic testing equipment, and other medical device related research including generic combination device substitutability. As a technical lead and program manager she has led projects across all phases of development from insights, strategy, ethnographic research, and feasibility assessment through detailed design, formative user research, design verification, and human factors validation. Sustainability has been a key area of focus throughout her career, including conducting research, developing tools and templates, providing training, and implementing design for environmental sustainability practices within device development programs.

Headshot of Brandon Wood

Director, Regulatory Affairs, Gx Steriles, Teva Pharmaceuticals USA, Inc.

Brandon Wood, B.S. is a Director, Regulatory Affairs, Gx Steriles, for Teva Pharmaceuticals USA, Inc. In this role, Brandon leads a group of regulatory professionals and oversees the filing of applications for generic parenteral products. He specializes in the development of generic applications for complex products such as peptides, iron colloids, long-acting injectables, and drug-device combination products. Brandon has been a regulatory professional for over ten years and prior to joining Teva in 2018 served various regulatory and quality assurance R&D positions for CorePharma and Impax Laboratories working on both sterile and non-sterile products. Before starting his regulatory career, Brandon worked as a chemist for West-Ward Pharmaceuticals supporting raw material and bulk release activities, analytical research projects, data review, and investigative writing. Brandon has a B.S. in Chemistry from Monmouth University (West Long Branch, NJ) with a specific concentration in Organic Chemistry.

Marta E. Wosińska photo

Senior Fellow, Center on Health Policy, The Brookings Institution

Dr. Marta E. Wosińska is a Senior Fellow at the Center on Health Policy at the Brookings Institution. She is a healthcare economist specializing in prescription drug markets. She has experience spanning top academic institutions, prominent think tanks, and federal agencies including FTC, FDA, and HHS Office of Inspector General. She holds a Ph.D. in Economics from University of California, Berkeley. Dr. Wosińska has extensive experience studying drug supply chains and drug shortages. Her work was cited in the June 2021 White House report on supply chains, and she also served on the Ad Hoc NASEM Committee on Security of America’s Medical Product Supply Chain.

Rumi Young photo

Director, Regulatory Policy, Becton Dickinson (BD)

Rumi Young, M.Eng., RAC is the Director of Regulatory Policy at Becton Dickinson (BD). In this role, she leads a team that advances policies and regulatory science to promote innovation for medical devices, diagnostics, and combination products. Rumi joined BD from FDA where she spent four years in CDRH’s Division of Drug Delivery, General Hospital and Human Factors. As Assistant Director for Injection Devices, her team was responsible for the approval of drug delivery injection devices and combination products such as syringes, auto injectors, pen injectors, on-body injectors, and smart connected devices. Prior to FDA, Rumi worked at Genentech and AstraZeneca for eight years in combination product development.  She has both a Bachelor’s in Chemistry and Chemical Biology and Master’s in Engineering in Material Science from Cornell University.

Headshot of Liang Zhao

Director, DQMM, ORS, OGD, CDER, FDA

Dr. Liang Zhao has been serving as the Director of Division of Quantitative Methods and Modeling (DQMM), Office of Research and Standards, Office of Generic Drugs, CDER/FDA since 2015. He has demonstrated excellence and leadership in drug development and regulatory science in regulatory and industrial settings for new and generic drugs during his 18+ professional tenue including in Pharsight as an associate consultant, BMS as a research investigator, Medimmune as an Associate Director, FDA as Clinical Pharmacology reviewer and Pharmacometrics team leader. Dr. Zhao has introduced a broad array of innovative tools in the realm of drug deliveries and bioequivalence assessment, as well as big data tools including machine learning to pharmacometrics. He received the 2023 Gary Neil Prize for Innovation in Drug Development from ASCPT as a recognition to his contribution to clinical pharmacology and pharmacometrics.

Workshop Recordings

Workshop Slides

Welcome and Plenary Talk

Symposium I: Understanding the Landscape and Challenges for Development of Generic Drug-Device Combination Products

Symposium II: Assessment of “Other Design Differences” for Generic DDCPs: Current Challenges and Future Opportunities

Symposium III: Setting the Course for the Generic DDCP Future

Symposium IV: Device Manufacturing and Sustainability

Symposium V: Dosage Form Quality Challenges

If you have any questions about this workshop please contact info@complexgenerics.org.