Surgo Health

Products: BehavorialPulse^TM, Mosaic^TM

Industry & Function: Life Sciences - Clinical Trials

Therapeutic Area: Immunology

Summary

A top-20 pharma sponsor required targeted, site-level enablement across multiple Phase 3 trials for a late-stage, immunology asset indicated for psoriasis and psoriatic arthritis. Surgo integrated its proprietary BehavioralPulse data into comprehensive site profiles, delivered through the Mosaic platform and site-level brochures. Insights informed site prioritization, sponsor outreach, and patient support program budgeting across the sponsor's trial portfolio.

Surgo’s Impact
Recruitment completed months ahead of schedule	Underrepresented population enrollment targets met or exceeded across all sites

What Traditional Trial Planning Misses, and Why It Matters for Clinical Trials

Trial planning relies on standard feasibility assessments, historical site performance, and operational metrics to guide recruitment strategy. While these inputs help identify where to conduct trials, they often miss the local behavioral, social, and access barriers that influence enrollment performance and representative recruitment. By enriching site planning with behavioral data, BehavioralPulse and Mosaic help organizations:

Prioritize sites based on local patient needs and recruitment potential
Tailor recruitment and engagement strategies to each site's catchment area
Optimize patient support program planning and resource allocation
Strengthen representative recruitment through community-specific insights
Enable clinical operations teams to make more informed, site-level decisions

BehavioralPulse and Mosaic complement traditional trial planning with behavioral and geographic intelligence, enabling sponsors to translate site-level insights into more effective recruitment strategies and stronger trial execution.

Challenge

7.5 million Americans are projected to lose Medicaid coverage by 2034 due to recent funding cuts and new eligibility requirements, the largest reduction in the program’s history. Policy and healthcare leaders need more than enrollment statistics to navigate Medicaid cuts. They need to understand how coverage shapes beneficiary behavior across their lives. Anticipating the impact of these policy changes requires understanding the role the program plays in people’s day-to-day lives.

Approach

Derin was used to capture the lived experiences of Medicaid beneficiaries at a depth traditional surveys cannot reach. The AI-powered conversational interface is grounded in behavioral science and adapts to responses in real time, probing for detail, following emotional threads, and surfacing the behavioral logic behind respondents' choices. Conversations are then analyzed by Derin for themes, drivers, and segments.

Results

Before Surgo	After Applying BehavioralPulse& Mosaic
Relied on standard feasibility assessments and historical site performance data	Combined traditional metrics with behavioral and geographic intelligence to guide trial decisions
Limited visibility into local patient barriers and support needs	Site-specific profiles identified recruitment barriers, communication preferences, and participant support needs
One-size-fits all recruitment planning and resource allocation	Targeted site prioritization, sponsor outreach, multilingual materials, and patient support investments
Enrollment timelines and representative recruitment at risk	Recruitment completed months ahead of schedule, with enrollment targets for underrepresented populations met or exceeded across all sites

BehavioralPulse and Mosaic transformed site-level behavioral data into actionable recruitment strategies across the sponsor's trial portfolio. By integrating behavioral insights into operational planning, trial teams optimized site selection, patient engagement, and support program investments—accelerating recruitment while improving representative enrollment.

See How BehavioralPulse and Mosaic Optimize Trial Planning

Move beyond traditional feasibility and recruitment planning with behavioral and geographic intelligence that helps sponsors prioritize sites, tailor engagement strategies, and accelerate enrollment.

Talk to an expert about applying BehavioralPulse and Mosaic to your next clinical trial.