How Bioequivalence Studies Are Conducted: Step-by-Step Process

How Bioequivalence Studies Are Conducted: Step-by-Step Process

When a generic drug hits the shelf, you might think it’s just a cheaper copy of the brand-name version. But behind that simple label is a rigorous scientific process designed to prove it works exactly the same way in your body. That process is called a bioequivalence study. These aren’t just lab tests or theoretical models-they’re real human trials, tightly controlled, with strict rules that every generic drug maker must follow to get approval from regulators like the FDA, Health Canada, or the EMA.

Why Bioequivalence Studies Exist

Before 1984, companies had to run full clinical trials to prove a generic drug was safe and effective. That meant spending millions and waiting years. The Hatch-Waxman Act changed that. It said: if you can show your drug behaves the same way in the body as the brand-name version, you don’t need to repeat every clinical trial. The goal? Save money without sacrificing safety. Today, over 90% of prescriptions in the U.S. are filled with generics-and they’ve saved the healthcare system over $1.6 trillion in the last decade. But that only works if the generic truly matches the original. That’s where bioequivalence studies come in.

The Core Idea: Same Drug, Same Pathway

A bioequivalence study doesn’t test whether a drug cures a disease. It tests whether the body absorbs it the same way. Two drugs are bioequivalent if they deliver the same amount of active ingredient into the bloodstream at the same speed. Two numbers matter most: Cmax (the highest concentration reached) and AUC (how much of the drug is absorbed over time). If these numbers for the generic and brand-name drug fall within a tight range of each other, the drugs are considered equivalent.

Step 1: Choosing the Right Reference Drug

Every study starts with one critical decision: which brand-name drug do you compare against? It’s not just any version. Regulators require the test drug to be compared to a single batch of the reference listed drug-the exact version approved in the U.S., Europe, or Canada. Typically, manufacturers pick a batch with a mid-range dissolution profile from three different production lots. This ensures the comparison isn’t skewed by an unusually fast or slow-releasing batch.

Step 2: Designing the Study

Most bioequivalence studies use a crossover design. That means each participant takes both the generic and the brand-name drug, but in a random order. Half the group gets the generic first, then the brand; the other half gets the brand first, then the generic. This cuts down on individual differences-since each person is their own control.

The two drugs are given at least five elimination half-lives apart. That’s the time it takes for half the drug to leave the body. For a drug like metoprolol (half-life: 3-4 hours), that’s a 24-hour washout. For a drug like dutasteride (half-life: 5 weeks), the washout can be over a month. Getting this wrong is one of the top reasons studies fail-45% of deficient studies, according to the FDA, have inadequate washout periods.

Adorable scientists celebrating Cmax and AUC data on glowing screens in a whimsical lab filled with candy-themed instruments.

Step 3: Selecting Participants

Studies usually involve 24 to 32 healthy adults. Why healthy? Because you want to eliminate disease-related variables that could mess with absorption. But it’s not always that simple. For drugs with high variability-where the same person’s blood levels jump around a lot-you need more people. The EMA recommends 50 to 100 subjects for these cases, using a 4-period replicate design. For very long-acting drugs, like some osteoporosis treatments, a parallel design (two separate groups) might be used instead.

Dropout rates can hit 10-15%, especially in studies lasting over 10 days. That’s why pilot studies are crucial. According to a 2022 CRO survey, 89% of successful studies used a small pilot to estimate variability before launching the full trial. Skipping this step can cost hundreds of thousands of dollars and months of delay.

Step 4: Collecting Blood Samples

After a participant takes the drug, blood samples are taken at precise intervals. The minimum? Seven time points: before dosing (time zero), one point before the peak concentration (Cmax), two points around Cmax, and three during the elimination phase. Sampling continues until the area under the curve (AUC) captures at least 80% of the total absorption. For most drugs, that’s 3 to 5 half-lives.

The samples are usually plasma or serum. Analyzing them requires a validated method-most often liquid chromatography with mass spectrometry (LC-MS/MS). The method must be precise: results must be within ±15% of the true value (±20% at the lowest detectable level). If the lab’s method isn’t validated properly, the whole study can be rejected. BioAgilytix reported that 22% of bioequivalence studies face delays because of analytical issues-each costing an average of $187,000.

Step 5: The Statistical Test

The raw data-Cmax and AUC values-are log-transformed. This makes the data behave in a way that fits standard statistical models. Then, analysts run an ANOVA (analysis of variance) with fixed effects for sequence, period, treatment, and subject. The goal? Calculate the 90% confidence interval for the geometric mean ratio of the test drug to the reference drug.

The magic number? 80.00% to 125.00%. If the 90% CI for both Cmax and AUC falls entirely within that range, the drugs are bioequivalent. For narrow therapeutic index drugs-like warfarin, lithium, or phenytoin-the window tightens to 90.00%-111.11%. The FDA made this clear in its 2019 guidance. It’s not a suggestion. It’s a requirement.

Step 6: Dissolution Testing

Even if the blood levels match, regulators still check how the drug releases in the lab. Dissolution testing compares how fast the generic and brand-name tablets break down in simulated stomach fluid at different pH levels (1.2 to 6.8). At least 12 units of each product are tested. The similarity is measured using the f2 factor. If f2 is above 50, the profiles are considered similar. This is especially important for extended-release products. The FDA requires this even when PK data is strong.

Two drug paths merging into a rainbow stream under a heart-shaped 80-125% sign in a dreamy, anime-style landscape.

When Other Methods Are Used

Most bioequivalence studies rely on pharmacokinetics (PK)-measuring drug levels in blood. But sometimes, that’s not enough. For topical creams, inhalers, or eye drops, the drug doesn’t enter the bloodstream in meaningful amounts. For these, regulators turn to other methods:

  • Pharmacodynamic studies: Measure the drug’s effect, like how much a blood thinner reduces clotting.
  • Clinical endpoint studies: Directly measure outcomes, like pain relief or skin healing.
  • In vitro dissolution: Used for BCS Class I drugs (highly soluble, highly permeable). These can sometimes get a waiver-no human study needed.
The FDA says you must use the “most accurate, sensitive, and reproducible approach available.” For systemic drugs, that’s almost always PK. For local drugs, it’s often clinical or PD endpoints.

Common Pitfalls and How to Avoid Them

Even with all the guidelines, studies fail. The FDA says the top three reasons:

  • 45%: Inadequate washout periods
  • 30%: Poor sampling schedule-missing Cmax or not sampling long enough
  • 25%: Statistical errors-wrong model, wrong transformation, wrong CI calculation
Successful companies fix these before the main study. They run pilot trials. They use real-time PK analysis to catch issues early. They hire statisticians who specialize in bioequivalence-not just general biostatisticians.

What Happens After the Study?

If the study passes, the manufacturer submits it as part of an Abbreviated New Drug Application (ANDA). The FDA reviews it in about 10.2 months on average. In 2022, they approved 936 generic drugs based on bioequivalence data-98% of all generic approvals that year. But failure is still possible. Alembic Pharmaceuticals’ generic version of Trulicity was rejected in 2022 because Cmax values were inconsistent across multiple studies. That’s why companies invest in experienced teams: clinical operations staff with 6-12 months of BE experience, bioanalytical scientists trained in LC-MS/MS, and statisticians who know how to run the right ANOVA models.

The Future of Bioequivalence

The field is evolving. Modeling and simulation-using computer models to predict how a drug behaves-are growing fast. The FDA reported a 35% increase in PBPK (physiologically based pharmacokinetic) applications since 2020. BCS-based biowaivers now account for 27% of approvals. And regulators are working on new guidance for complex products like inhalers and topical gels.

But the core hasn’t changed. Bioequivalence studies remain the gold standard. They’re not perfect, but they’re the best tool we have to ensure that a $5 generic pill works just like a $50 brand-name one. And for millions of patients, that’s what matters.

What is the main goal of a bioequivalence study?

The main goal is to prove that a generic drug delivers the same amount of active ingredient into the bloodstream at the same rate as the brand-name drug. This ensures the generic will have the same therapeutic effect without requiring new clinical trials.

How many people are usually in a bioequivalence study?

Most studies include 24 to 32 healthy volunteers. For highly variable drugs, the number can increase to 50-100, especially under EMA guidelines. Parallel designs may be used for drugs with very long half-lives.

What are Cmax and AUC, and why do they matter?

Cmax is the highest concentration of the drug in the blood, and AUC is the total exposure over time. These two values determine whether the generic and brand-name drug are absorbed similarly. Regulatory agencies require the 90% confidence interval of their ratio to fall between 80% and 125%.

What happens if a bioequivalence study fails?

If the 90% confidence interval for Cmax or AUC falls outside the 80-125% range, the study is considered a failure. The manufacturer must revise the formulation, improve the manufacturing process, or redesign the study. Repeated failures can delay approval by years and cost millions.

Can a bioequivalence study be skipped?

Yes, but only for certain drugs. BCS Class I drugs-those that are highly soluble and highly permeable-may qualify for a biowaiver, meaning no human study is needed. Dissolution testing alone can be sufficient. This applies to only about 27% of generic approvals.

Tristan Harrison
Tristan Harrison

As a pharmaceutical expert, my passion lies in researching and writing about medication and diseases. I've dedicated my career to understanding the intricacies of drug development and treatment options for various illnesses. My goal is to educate others about the fascinating world of pharmaceuticals and the impact they have on our lives. I enjoy delving deep into the latest advancements and sharing my knowledge with those who seek to learn more about this ever-evolving field. With a strong background in both science and writing, I am driven to make complex topics accessible to a broad audience.

View all posts by: Tristan Harrison

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