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Historical Interviews

This month the Epi Monitor is publishing an exclusive interview with Pat Koslowe, an epidemiologist who started her own consulting firm, EpiStat, specializing in epidemiology in 1985. We have been interested in reporting on the status of private consulting in epidemiology for some time, and Dr. Koslowe kindly agreed to be interviewed for this purpose. Her remarks provide insights into the realities of private practice in epidemiology today and will be of interest to all readers who are considering or who have ever thought about launching their own careers in the private sector. We encourage other readers of the Epi Monitor who may be engaged in the private sector to write in and comment on Dr. Koslowe’s observations.

[Editor’s note: Patricia A. Koslowe, Ph.D. is president of EpiStat. She holds a B.A. from Harvard and a doctorate in epidemiology from Johns Hopkins University. She has ten years of experience dealing with a wide range of epidemiologic and public health issues, and has held positions at the National Institute of Allergy and Infectious Disease and the National Institute of Neurological and Communicative Disorders and Strokes. She has completed projects for government agencies including the National Cancer Institute, the National Institute of Child Health and Human Development, and the Maryland State Department of Health. She has also provided epidemiologic consulting to private corporations and law firms.]

Epi Monitor: Dr. Koslowe can you give us a brief description of your business?

Koslowe: Epistat is literally a cottage industry located in a cottage behind my home in Silver Spring, Maryland. I am the only full-time person but I have a group of associates with expertise in allied areas who provide support on an as needed basis. Since it is basically a one person operation, I am responsible for the marketing, project management, and business administration.

Epi Monitor: Can you tell us what you perceive to be the advantages of being self-employed in this way?

Koslowe: Flexibility and diversity are the major advantages. Although EpiStat is not yet a thriving enterprise, it also offers the potential for financial gain beyond that in many academic or government positions.

Epi Monitor: Could you expand a bit on what you mean by flexibility and diversity?

Koslowe: By working out of my home and making my own hours, I don’t have to be confined to a 9 - 5 position and worry about transportation time to get to work. For myself, this is important because I have five children and it’s meant a lot to me to be available to go to a school play or be at home when someone is not feeling well. As far as diversity is concerned, it has provided me with an opportunity to work at the federal, state and local level and to work in both the public and private sector. I have met many more people than when I was working as an epidemiologist at NIH.

Epi Monitor: What about the disadvantages of working in your own business?

Koslowe: The uncertainty has been the major disadvantage. Almost always there will be a half-dozen projects pending and I am never sure exactly what is going to come through, or if anything will come through at all. There have literally been months when I have had no income producing projects. That’s been a source of enormous frustration and disappointment particularly when proposals I have worked on very hard were not funded or when opportunities that were supposedly 99% assured did not materialize. I hope that as time goes on these gaps will be less frequent, but I think it is a reality in the business world.

Epi Monitor: So would you say that starting this type of business has been harder or easier than you had anticipated?

Koslowe: I think it has been harder than I anticipated. I felt that as a firm specializing in epidemiology, particularly in the Washington area where you have so many government agencies with contracting needs in epidemiology, that the opportunities would come more easily. Instead what I found and perhaps what I should have known to begin with, is that places like NIH have their own in-house epidemiologists for the design and analysis of studies, and that when it comes to the implementation of a study, you do not need strictly speaking a Ph.D epidemiologist to do that. So whereas I thought that my competition would be very limited, the fact of the matter is that I am competing against major firms which are much larger and which have had far more experience. I have had a lot of difficulty getting contracts, and the opportunities for sole source work have become less than a few years ago.

Epi Monitor: Does your competition lie in the fact that others can design studies or more because others can better execute studies?

Koslowe: In terms of designing studies, other firms are probably less well equipped, but in terms of providing support services for epidemiologic studies, whether its tracing or interviewing or data entry, then other firms have had more experience in this area. That is an aspect of consulting work in epidemiology that could be fairly lucrative.

Epi Monitor: And this is the kind of work that a person cannot easily do for himself or herself?

Koslowe: Not at all.

Epi Monitor: Have you thought of hiring support staff of your own?

Koslowe: Yes, and that would not be the problem. I have had a lot of success in pulling together a team when I submitted proposals. The problem is that I do not have a wealth of experience and I cannot point to half-million dollar contracts that I have done in the past.

Epi Monitor: So you think there’s a problem with not having a track record?

Koslowe: I think track record is a tremendous problem. It becomes a chicken or the egg type of issue.

Epi Monitor: What do you think are the pre-requisites for entering into a business such as yours?

Koslowe: Let me give a couple of general concepts. I personally feel that in starting out business experience per se is not a crucial requirement. There is a lot of information out there that people can get as they need it. Also, through lawyers, accountants, and insurance people you can get the background information that you need to get a business rolling.

There are certain personality characteristics that are helpful in starting out. It takes a lot of persistence to keep marketing and to keep submitting proposals. It’s hard sometimes when there is rejection after rejection.

I think it also takes the ability to create a structure for yourself as opposed to one that might be imposed on you by a regular job. That is something that I personally gravitated to but I know that some people feel uncomfortable with.

In addition, it is enormously helpful to have contacts that might lead you to obtain contracts.

Epi Monitor: You mean people you may have worked with in the past?

Koslowe: Exactly! To know some people you could call on, some people for whom you could perhaps do some subcontracting.

Epi Monitor: Would you like to add any further points about pre-requisites?

Koslowe: Yes. Although I do not believe that business experience per se is a pre-requisite, I think that once a business is ongoing, the key person in that business needs to have a keen business sense to know what funding mechanisms are the best to pursue, and what contract areas might be the most advantageous to pursue. These factors can make a difference between a struggling and a thriving business.

Epi Monitor: How do you assess the market for epidemiologic consultants at this time?

Koslowe: I think there is an enormous market for epidemiology. So far as I know there are very few firms specializing in epidemiology, but I think the challenge is to tap that market and to get beyond the first hurdle when you have done significant work in the private sector. The competition is going to come not only from the few firms in epidemiology, but from the many firms that can offer related types of services.

Epi Monitor: Since you have had some difficulty in getting work, on what real basis do you say that there is an enormous market out there?

Koslowe: If you look at the Commerce Business Daily for example, which lists all government contracts coming out, you will see many contracts that would be of interest to epidemiologists that are major contracts in a variety of different areas. In the private sector, pharmaceutical and industry are letting out major contracts for epidemiologic work. My experience in the private sector has been more or less quasi-epidemiological. I have been asked by law firms to collect and critically review papers on a particular topic. Although I have tried to get contracts in the private sector, I have never had a contract to actually design and implement an epidemiologic study.

Epi Monitor: So your sense is that the market for contracts for epidemiologic studies is large. What about the market for literature reviews, providing expert testimony, and other such types of work?

Koslowe: Again I think it is a large and increasing market and that type of work is the type that pays handsomely. However, it is one thing to say that I would like to get that type of work and another to actually get it. Oftentimes, it is a slow process.

Epi Monitor: How do you know about the size of that non-government market since you do not have a Commerce Business Daily to read?

Koslowe: It is a matter of contacts. Some people have better networks than others, and also it is a matter of advertising. Since I have been primarily interested in obtaining government contracts, I have not actively pursued the private sector work. That may have been a mistake on my part.

Epi Monitor: Has your work as a private consultant been intellectually stimulating so far?

Koslowe: Yes, although there has not necessarily been a correlation between what has been intellectually stimulating and what has been financially rewarding.

For example, working on a proposal can be very interesting, yet often it is not paid work. On the other hand, lucrative contracts may involve repetitive and mundane tasks.

Epi Monitor: To what extent do you feel as if you have a choice in the kind of work that you do? Do you ever turn down work?

Koslowe: I am not yet in the position of turning down work, although people have asked me about projects that are not at all along the lines of something I would be interested in or able to do. It is a mixed type of situation. On the one hand, there are opportunities for a person in business to be very imaginative about what he or she would like to pursue. The government for example has a program for Small Business Innovative Research which funds ideas over a six-month period of time for about $50,000 and a second phase funded over two years for up to $500,000 when the project gets implemented. There are many opportunities for someone with an interest in epidemiology to take advantage of this program in one way or another. One has a great deal of leeway in describing what he or she would like to do. A small business is also now strictly speaking able to apply for grant money, although I think the reality is that very few will get it. But I have for example approached non-profit institutions with ideas that I had. When they were funded I have been involved in working on the project even though I was not the lead business, and this has been rewarding. Obviously, the contracts that you pursue and the people you contact initially are in areas that would be of interest to you. But when it gets down to responding to a contract, you do what the contractor wants you to do. I would only respond to contracts I had some interest in.

Epi Monitor: So to this extent you exercise some choice.

Koslowe: Yes, but at this point in the game if someone called me up and said do you want to do something that is not your first choice, I am anxious enough to get more experience that chances are nine out of 10 that I would say yes if I liked the project or not.

Epi Monitor: Are there differences in doing contract work for the private vs. the public sector?

Koslowe: It is difficult to generalize, but I think a couple of things could be noted. In general, private sector work can be somewhat more lucrative than government work. Private sector work can also offer the opportunity to get more involved in the design and interpretation of the study. In contrast, government work may entail in large measure provision of support services. On the other hand, something to be wary of is that the private sector client comes to a firm with a decided bias. That’s something to be conscious of.

Epi Monitor: Have you worked out a way of dealing with this decided bias?

Koslowe: If I had the opportunity to do a study in the private sector I would want to be assured that I felt comfortable about the integrity of the study. On the other hand, if I am asked to review a paper and the person footing the bill is opposed to what the paper has come out with, and I see some problems in the paper, I will tend to highlight the problems as opposed to the strengths. That’s about it.

Epi Monitor: What about the use of the information after you give it to a client? Is this a concern of yours? Does this go beyond what you are responsible for or can be responsible for?

Koslowe: It depends on the issue and the circumstances. My experiences so far have not put me in a difficult ethical position. I have provided information and I have not been aware of what has happened to it afterwards.

Epi Monitor: So once the report is provided you are cut off from further information?

Koslowe: Yes, I am out of it.

Epi Monitor: Do you have any suggestions for people who might be considering going into the private practice of epidemiology?

Koslowe: I will make my comments for someone thinking about going into government contract work since I do not have much experience in working with the private sector. I would suggest subscribing to the Commerce Business Daily, and requesting proposals under the Freedom of Information Act which have been awarded contracts in the areas you are interested in. Proposal writing is obviously an important factor in such a business and looking at winning proposals could be useful. When a firm’s proposal has not been successful, I would suggest requesting a briefing to learn about the strengths and weaknesses of the proposal and to learn from this experience. Also, a person starting out would want to be aware of the small business set aside, would want to become aware of the Small Business Innovative Research program, and would want to know if they qualify as a minority business under the 8a program. I would caution anyone starting out to either have a contract or some other arrangement in hand at the time or work out some transition period because you have to anticipate that there is going to be some lag time between starting out and having income. It’s not unusual for people to leave a government agency with contract in hand. I was told that the ethics of doing this is a gray area, but I would urge government employees thinking of leaving to look into this further.

Epi Monitor: It helps to be independently wealthy!

Koslowe: Absolutely!

Epi Monitor: How much risk is involved in starting a business in epidemiology?

Koslowe: When you are starting from your home the initial expenses are minimal, but the fact that I was no longer earning a regular salary was a significant factor in the beginning.

Epi Monitor: What do you see as the future directions for consulting in epidemiology?

Koslowe: Persons going into this field should be prepared to work outside of the strict confines of epidemiologic studies.

Epi Monitor: Do you think a solo practice has advantages over a group practice?

Koslowe: I believe there are obvious advantages in working with another person or persons such as having someone to bounce ideas off of. My own preference is to do it on a project by project basis rather than on an overall business basis where every business decision has to be achieved by consensus. When persons have complimentary interests or skills such as when one person has many contacts and another has a lot of technical expertise that may work very well. When two people have the same type of background, that is not particularly an advantage.

Epi Monitor: Thank you for your candid remarks.

Published April 1988 

Postscript  2000

            The Epidemiology Monitor interview that appears here was published in 1988. Twelve years later, EpiStat is still a home-based business, and I remain the only full-time employee assisted as necessary by a wonderful statistical programmer. Most of the comments I made at the time of the interview still apply, but I’ll use this opportunity to identify a few areas where my perspective has changed somewhat over time. As a one-person operation it’s obviously necessary to combine marketing and project work, and in the interview I think I focused on the appeal of being able to focus on both these areas. Over time I’ve quite honestly found it more difficult to actively market for additional work. I still enjoy meeting new people and exploring issues that appeal to me. But it’s hard to continually muster the effort for marketing new ideas when there is no money associated with that effort and the results are so often disappointing. I would be the first to encourage others not to get totally disappointed and to point out that often work can and does develop from connections made on proposals that were not funded. Indeed one of the most interesting and most lucrative projects I’ve worked on was initiated that way. However it’s hard to constantly remind myself of that. This sort of sluggishness on my part has resulted in some unwanted hiatuses between projects. Some sort of affiliation with a larger firm may have mitigated that situation, particularly if they would have had me on retainer, and I regret that I didn’t try harder to work that out. I also regret that during busy times I didn’t use some of the extra income to invest in hiring help for proposal writing (particularly for Small Business Innovative Research Grants and Contracts “SBIRs”) when I was lacking the follow through myself. In re-reading the interview, I see that I felt myself relatively free of potential “biases.” I would say now that the concerns about bias are not limited to work funded by the private sector! I referred earlier to the “flexibility and diversity” of self-employed work, and the appeal that held for me. For me personally the “flexibility” is not quite the advantage it was when my children were all at home. At this point in my life, I think I would welcome more structure in my routine and more interaction with other people. I’m currently exploring an adjunct or part-time affiliation with a university. I still very much appreciate the “diversity” that has been afforded by my work as a self-employed epidemiologist, and look forward to more interesting opportunities in the future.

Pat Koslowe
 

 
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