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The Challenge
The brand team was preparing to launch a novel biologic into a patient population that shared a diagnosis and little else. Beneath a shared diagnosis sat meaningfully different patients varying in treatment orientation, innovation receptivity, and engagement with the healthcare system. Without a way to distinguish them, launch messaging would reach the wrong patients with the wrong messages, and patient support programs would be designed for a generic patient who didn’t exist.
CONTEXT
- Diverse, predominantly female patient population with wide variation in treatment orientation and healthcare engagement
- Established standard of care alongside emerging IV-administered advanced therapies entering the market
- No precision framework to guide patient targeting, messaging sequencing, or support program design
- Prior research established the patient journey; activation strategy still needed to be built
Our Approach
Shapiro+Raj applied a multi-method segmentation approach designed for both statistical rigor and strategic interpretability ensuring the resulting segments were not only analytically defensible but commercially actionable.
RESEARCH OBJECTIVES
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01
Identify attitudinally and behaviorally distinct patient segments with meaningful commercial implications for targeting and message prioritization
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02
Understand the mindset, treatment orientation, and innovation receptivity of each segment — including likelihood to proactively seek out a new treatment option
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03
Translate segmentation findings directly into activation strategy, integrating prior message testing research to deliver channel guidance and message direction by segment
One hundred patients with the target autoimmune renal condition completed a 30-minute online survey. The analytical process began with comprehensive variable screening to identify attitudinal and behavioral inputs with high strategic utility: readiness for innovation, IV treatment comfort, willingness to pay for less frequent infusions, treatment involvement, and likelihood to ask a physician about a new treatment. Variables were assessed for variance, factor structure, and inter-item relationships before entering the segmentation model.
Multiple clustering methods were applied — k-means, two-step, hierarchical, and mixture modeling — and candidate solutions were evaluated against criteria of size balance, internal cohesion, interpretability, and distinctiveness on key commercial dimensions including likelihood to ask for the new therapy and openness to advanced treatment. The final solution was selected for its ability to tell a compelling, actionable story that directly informed targeting priority and activation strategy.
The segmentation was explicitly integrated with prior patient journey research and message testing findings ensuring each segment profile included not just descriptive attitudinal data, but specific message guidance derived from concurrent concept and message testing research. This integration collapsed the gap between segmentation and activation, delivering both simultaneously.
Insights Delivered
KEY FINDINGS
- Four distinct patient segments emerged — differing in treatment involvement, innovation orientation, IV comfort, and likelihood to proactively seek a new treatment — each requiring a different commercial strategy.
- Unmet need and receptivity to a new therapy did not map onto the same patients; some high-need segments required trust-building before efficacy messages could land.
- Patients who relied primarily on their HCP faced real-world adherence challenges that information alone wouldn’t solve — reframing the patient support design problem.
- Channel preferences were segment-specific; a single launch communication strategy would have systematically missed the highest-priority patients.
Strategic Impact
The segmentation delivered a launch-ready targeting and activation framework with segment-specific channel guidance, message direction, and engagement strategies directly derived from the research.
For each segment, the team received prioritized channel recommendations grounded in where each group actually sought information, not where the brand team assumed they might. The guidance ranged from digitally active, proactive outreach channels for the highest-priority segments to passive disease-state awareness and shareable social content for the most disengaged.
The integration of message testing findings into the segment profiles meant each profile arrived with specific message language already validated against that segment’s mindset, eliminating a traditional research handoff bottleneck and giving the brand team immediately deployable creative direction.
KEY DELIVERABLES
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Four patient segment profiles with attitudinal and behavioral characterization
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Segment-level prioritization framework with targeting rationale
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Channel guidance grounded in observed information-seeking behavior by segment
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Message direction by segment, integrated from concurrent message testing research
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Patient support program design implications derived from cross-cutting adherence findings
Pre-launch segmentation is only valuable if it arrives with activation guidance built in. Talk to us about how we build patient segmentations that go straight from insight to strategy.