Elevating Value Dossiers with Patient-Centric Strategies

The importance of patient centricity in processes ranging from evidence generation to health technology assessments (HTA) and subsequent access/reimbursement decisions is increasingly recognised within the drug development industry. Patients offer unique insights into the lived experience of their condition, treatment challenges, unmet needs and how new treatments can improve their quality of life (QoL), so it stands to reason that their voices should be heard throughout the drug development process.

A recent white paper by the Office of Health Economics (OHE) considered how HTA agencies in 14 countries have evolved over time, and found an increasing trend for patient involvement throughout the HTA process. Of the 14 HTA agencies considered, 13 have evolved their position on patient involvement since 2010. The National Institute for Health and Care Excellence (NICE), the Canadian Drug Agency (CDA-AMC; previously CADTH), the Agency for Care Effectiveness (ACE; Singapore) and the Institute for Quality and Efficiency in Health Care (IQWiG; Germany) specifically include patient input in their decision making, explicitly recognising the importance of the patient perspective in the HTA process. The new EU Joint Clinical Assessment (JCA) process coming into effect in January 2025 also provides guidance on patient involvement in the JCA process, which may help to standardise how patient input is incorporated into HTA decision making across the 27 EU member states. The OHE also investigated how patient-centred evidence is considered during HTA across ten different HTA agencies – a summary of their findings is presented in Figure 1. There is no doubt that HTA bodies are increasingly recognising the value of patient-centred evidence, though the availability of formal guidance around its use in HTA varies.

It is therefore worth considering early how best to incorporate patient perspectives and patient-centred evidence into the value narratives for new products, to ensure that these aspects can be conveyed in subsequent national and global materials for use in HTA and downstream reimbursement processes.

Figure 1: Summary of Patient Involvement across 10 HTA Agencies


Footnotes: 1USA does not have a formal, national HTA body; ICER guidelines are used to represent US guidance. 2Countries that recommend public valuation of health states, and those that accept patient valuations, are distinguished. 3Yellow cells indicate the involvement of public members or patient representatives/advocates, but not necessarily patients themselves.

Adapted from: Kumar G. et al, 2024. Incorporating the Patient Voice in Health Technology Assessment. Office of Health Economics. Available here. [Last accessed: 06 Nov 2024]. Permission obtained to reproduce image.

Abbreviations: DCE: discrete choice experiment; HRQoL: health-related quality of life; HTA: health technology assessment; WTP: willingness-to-pay; UK: United Kingdom; USA: United States of America.

So, what are the key aspects to consider during value dossier development to ensure a ‘patient-centric’ approach?

Patient centricity should be considered before you even start your value dossier, at the evidence generation planning stage, to ensure that you capture the relevant data and can clearly convey the patient-relevant value of your technology to payers.

Patient evidence should ideally convey which aspects of their experience are most important to them, as well as real-world consequences for patients that may not be captured by commonly used clinical endpoints. Patient-centric evidence generation may involve: including additional clinical endpoints in your trial that capture the outcomes most valued by patients (ideally selected in collaboration with patient representatives; these will be specific to the condition in question but may include, for example, specific burdensome symptoms that impact QoL), measuring patient-reported outcomes and patient-reported experiences using quantitative approaches (e.g. patient surveys or robust patient preference studies), or gathering representative patient quotes and qualitative descriptions of the ‘patient journey’ to include in your evidence base. Engagement with clinicians and patients during the evidence generation planning stage can further validate the relevance of your intended trial endpoints and wider evidence generation plan.

The patient perspective can be integrated throughout your value dossier to increase the impact of your technology’s narrative. Complementing conventional clinical and economic data with patient evidence provides a broader perspective on the disease burden, unmet needs and patient value of the treatment, capturing aspects which may have been otherwise overlooked. While including the patient perspective is valuable for any value dossier in any indication, it can be particularly useful in indications with a paucity of other data, such as in rare diseases (see our Data Detectives article for tips on how to tackle the unique challenges associated with value dossiers for rare diseases). Value & Access teams should collaborate with Patient Engagement and Advocacy teams where possible, to leverage any existing patient-centric materials and insights that can enhance your value dossier.

  • Understanding disease burden and unmet needs: Your value story should effectively convey the ‘patient journey’ by considering all aspects of the patient experience, including impacts on their QoL, daily activities, social engagement and treatment-related burden. Treatment-related patient experience data could be used to describe challenges/preferences around treatment administration, convenience and adherence, as well as the adverse events that have the greatest impact on their day-to-day lives.  Representative patient quotes can bring QoL data to life, deepening decision-makers’ understanding of the patient’s lived experience. Furthermore, highlighting indirect cost and resource use due to productivity loss, work absences, and need for additional support related to current treatment options, helps to paint a complete picture of the existing economic burden for payers. In many conditions, particularly chronic or severe diseases, the caregiver perspective is just as important as that of the patient, so the value dossier should also capture the shared burden and impact of the condition on the caregiver’s well-being.
  • Demonstrating patient and caregiver value of your treatment: Patient and caregiver evidence can supplement clinical data to demonstrate how a new treatment meets unmet needs identified by those directly affected by the condition. For example, incorporating data from discrete choice experiments (DCE) and patient preference studies can highlight the treatment attributes of highest importance to both patients and caregivers, and the trade-offs they are willing to make. This can be very valuable, as the attributes that patients and caregivers value may differ from those valued by clinicians. Including patient-relevant outcomes data from clinical trials can further support the value of a new product for patients, demonstrating the impact of the product on the outcomes which matter most to them.

Patient-friendly writing increases the accessibility and understanding of medical research. While value dossiers generally convey complex information ultimately intended for healthcare professional or payers, including patient-friendly components allows value dossiers to also be leveraged for patient engagement and advocacy activities, ensuring key information is aligned across your materials and consistently communicated with patients. Using clear, concise language and incorporating summary boxes and/or strategic formatting throughout a dossier can help to make it clear to users which information is readily available for sharing with patients.

As patient involvement becomes more standardised in HTA processes, educational materials (plain language summaries [PLSs], videos or patient leaflets, for example) which support collaboration with patients and their caregivers may become increasingly important in the value dossier development process. PLSs of the disease background and treatment under assessment are particularly beneficial for use in activities engaging patients and their caregivers, facilitating meaningful dialogue with the patient community involved in local value assessment and reimbursement processes. Indeed, several HTA agencies (for example, NICE and the Scottish Medicines Consortium [SMC]) require HTA submissions to be accompanied by a summary of information for patients (SIP); including PLSs in your value dossier can therefore streamline the preparation of these essential components during the submission process.

Including patient representatives in the value dossier development process can result in more compelling and relevant value narratives that not only inform readers but also advocate for patient needs, while also empowering patients and caregivers to actively participate in the healthcare dialogue – ultimately driving better health outcomes and fostering trust within the patient community. Patient representatives, or a member of your internal Patient Engagement team, should review any patient-friendly content included in your dossier, ensuring its relevance and accessibility, and could also review the dossier as a whole to provide a patient perspective on your overall narrative and identify any gaps in the value story from the patient perspective. Given the increasing recognition of the importance of the patient perspective by HTA bodies, obtaining patient input early in the value dossier development process can be beneficial not only for your value dossier but for the downstream HTA process as well.

The value of patient-centricity: enriching your value dossier

Integrating patient centricity into your value dossier where possible will help create a comprehensive and compelling narrative to leverage in reimbursement processes, effectively conveying the patient voice and championing patients’ needs and preferences. By presenting patient perspectives and patient-centred evidence in your dossier, decision-makers are provided with a more holistic understanding of the value of new technologies – not only from a clinical and economic perspective, but also from the patients’ lived experiences, allowing them to make decisions which are aligned with the preferences and needs of patients.

In a rapidly evolving HTA landscape where the EU JCA framework may further support standardisation of patient involvement in HTA processes, the value of integrating patient centricity into value dossier development is clearly increasingly important. It’s a strategic move that benefits all stakeholders – patients, healthcare providers, payers and pharmaceutical companies alike.

If you would like to hear more about our Market Access and Patient Engagement service offerings, please get in touch with Catherine Bunting, Head of Market Access or Emma Phillips, Senior Publication Manager. This article was written by Sonia Shaw (LinkedIn) with support from Laura FitzPatrick (LinkedIn). The views/opinions expressed are their own and do not necessarily reflect those of Costello Medical’s clients/affiliated partners.