Insights · Method

One conversation is an anecdote; three are a finding. Primary sources decide, secondary sources direct the search.

The rule of competitive intelligence has not changed: a secondary source is worth what a primary source confirms. What has changed is the cost of each. AI should make the record fast and aim the conversations, not replace them.

Pharma CI draws on two kinds of source. Primary sources are people and first-hand observation. Secondary sources are the record. The profession's rule has not changed in decades: a secondary source is worth what a primary source confirms. What has changed is the cost of each, and that changes how a CI team should spend its time.

Method · two kinds of sourceMethod

Each kind of source is strong exactly where the other is weak

Primary sourcesDecide
Secondary sourcesDirect the search
What it is
People and first-hand observation: treating physicians and KOLs, centre staff, investigators and coordinators, payers, patient groups, and what your own field teams see at sites.
The record: registries, labels and regulatory documents, HTA dossiers, filings, congress abstracts, publications, press and the databases that aggregate them.
Strength
Intent, preference, capacity and timing: what the record does not say.
Breadth, speed, auditability and cost.
Weakness
Scarce, filtered, open to deception, with compliance exposure.
Lagging, incomplete, and it repeats what competitors chose to publish.
The rule
Multithread: three independent confirmations before a finding reaches a decision.
Only as valuable as the primary confirmation attached to it.
Role of AI
Aim it: choose the questions, the people and the moment.
Run it: aggregate, refresh, flag, forecast.
Comphas method, drawing on sessions at Pharma CI USA 2026 and on experience on both the sponsor and vendor side of clinical research.

Primary intelligence is harder to get and easier to poison

Two forces are at work. Compliance and media training have made people in the field more guarded, and congress conversations in particular now deliver a filtered, often rehearsed version of what a physician or coordinator actually thinks. And competitive intelligence is played as chess: competitors seed misinformation, a timeline, a trial design, a capacity figure, knowing it will be collected. A single-source finding can be a planted one.

The counter is method, not cynicism. Put the same question to several independent sources and cross-check the answers against each other and against the record. One conversation is an anecdote. Two that agree are a signal. Three, from people who do not talk to each other, are a finding.

Rule · confirmation ladderMethod

Nothing unconfirmed reaches a decision

1 SOURCEAnecdoteLog it. Do not act on it.2 INDEPENDENT SOURCESSignalGo looking for the third.3 INDEPENDENT SOURCESFindingMay enter a decision case.
Comphas confirmation rule. "Independent" means different people reached through different channels.

Two more habits make the ladder work: grade every source for reliability and every item for credibility, and record who said what to whom. Without that record, nobody can tell three confirmations from one rumour repeated three times.

The richest source is the one companies read least

The best primary source most companies own is their own field staff. Clinical research associates visit competitor-active sites every few weeks. Medical science liaisons and application specialists sit with the people who run competitor trials. Sales representatives hear which product a centre prefers, and why. Sites are overloaded, so what coordinators say is shorter and worth more per sentence.

Almost none of it reaches the people who need it. It stays in site-visit reports and in the heads of the people who heard it. Where clinical operations are outsourced the gap is wider still: the people who visit sites most often work for the CRO, with no trigger to look for competitive knowledge, no incentive to share it and a contract that does not ask them to. The sponsor-side study managers who oversee the CRO are the channel the company controls, and one standing, compliant question in every oversight meeting, what has changed at the sites?, opens it.

That channel carries an obligation. What field staff learn about another sponsor's trial is often confidential under the site's agreements. Written rules of engagement must say what may be recorded, what may not, and who decides, before the first debrief is logged.

AI makes the record fast. Use it to aim the conversations

The vendor floor at this year's Pharma CI USA conference showed what AI now does well: it combines secondary sources in minutes rather than weeks, keeps a landscape current as the field moves, and reads registry amendments, hiring, manufacturing announcements and agency calendars together to estimate when a competitor event will land. None of that is intelligence until a primary source confirms it, and a model trained on public text inherits the misinformation in it.

The right use of AI is to decide where the scarce primary effort goes: which competitor moves matter, which centres and people are worth a conversation before the next congress, and which secondary finding most needs a human to confirm it. AI sets the questions and the targets. People get the answers. The record keeps both honest.

Loop · how Comphas runs itMethod

The record aims the primary effort; the primary effort decides

01 · THE RECORD MOVESComphas flags itA watched trial, label orfiling changes02 · COMPHAS AIMSTargets and questionsCentres, people, sessionsand what to ask each03 · YOUR TEAM ASKSConversationsSites, congresses, boards,within the rules04 · CAPTURED48-hour debriefLogged against topics:who said what to whom05 · GRADEDConfirmed or notSource reliability, itemcredibility, 3 confirmations06 · DECIDEDInto the decision caseOnly confirmed findings;the record keeps both honest
How the two source types work together in Comphas: watches, congress planning, contact question lists, 48-hour debriefs, source grading and confirmation tracking.

Comphas keeps the record and the conversations in one place: the trial that moved, the people worth asking, what they said, how far to trust it, and whether it is confirmed enough to decide on. See how Comphas aims the primary effort.

Start with the record

The secondary record tells you where to point the conversations. Ask it a question about your own field, then decide who you need to talk to.

Try it on the live registryAI-assisted

AI reads your question into filters; every number comes straight from the ClinicalTrials.gov API at the moment you ask.

Method and queries

Method article. Drawn from qointa field notes at Pharma CI USA 2026 (Newark, September 2026) and from experience on both the sponsor and vendor side of clinical research. The confirmation rule and the loop describe how Comphas is configured; grading scales and rules of engagement are set with each client.

Plan your ASH coverage with the record and the people.

ASH runs 12–15 December. Bring one programme: we triage the abstracts against your topics, build the contact and question plan, and set up the 48-hour debrief.

Plan a pilot