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Webinar| Certification| MDR

Webinar: Consultation procedure and borderline products

Join us for our free webinar on December 08, 2026, where our expert, Dr. Eric Sasko, will explain the requirements for borderline products, as well as the relevant consultation procedures under the MDR. Attendees will learn about typical pitfalls and flawed arguments and what manufacturers should keep in mind during the conformity assessment process.

Register free-of-charge
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Webinar details

Date: December 08, 2026
Time: 10:00 – 11:00 (CET)
Fee: free-of-charge 
Language: English

Why you should participate in the webinar

In our free webinar, Dr. Eric Sasko will provide practical insights into the MDR's regulatory requirements and explain common pitfalls that manufacturers face in their day-to-day operations. Take this opportunity to engage with Dr. Sasko directly and ask questions.

In the webinar, you’ll learn:

  • Which products can be classified as borderline, combination, or substance-based
  • The significance of MDR classification rules 14 and 21
  • Gray areas, red flags, common fallacies, and "real-world cases"/examples
  • What requirements apply to combination products under Annex IX 5.2
  • What requirements must be considered for substance-based products under Annex IX 5.4
  • The complete medicinal product consultation process under Annex IX 5.2 for Type 1(8) products

 

Who is the webinar intended for?

This webinar is designed for medical device industry professionals and executives who deal with regulatory requirements, product classification, and conformity assessment procedures.

It is particularly suitable for:

  • Medical device manufacturers
  • Quality managers
  • Regulatory affairs managers
  • Clinical specialists
  • Those responsible for market authorization and conformity assessment

Register now and join our free webinar!

What are borderline products?

Borderline products are those for which it is unclear whether they are medical devices or medicinal products. This occurs when their intended use falls within a broader area between regulatory frameworks. Correct classification is crucial because it determines the applicable regulatory requirements, conformity assessment procedure, and market access. Incorrect classification can lead to delays in the approval or certification process.

To help manufacturers distinguish the classification of their products, the European Commission established the Manual on Classification and Borderline Products in accordance with the Regulations MDR (EU) 2017/745 (MDR) and IVDR (EU) 2017/746. The manual provides practical examples and common interpretations to help manufacturers with the regulatory assessment of complex products and borderline cases.

It is important to note that a product cannot be placed on the market as both a medical device and a medicinal product simultaneously.

If there are reasonable doubts about its classification, and it could fall under both medicinal product and medical device regulations, the “doubt rule” generally applies and it is considered a medicinal product.

What is a medical device and what a medicinal product?

Medical device

A product that fulfills its intended medical purpose almost exclusively through physical means, rather than pharmacological, immunological, or metabolic means.

Medicinal product

Functional medicinal products:
A product that fulfills its intended medical purpose through pharmacological, immunological, or metabolic means. Consequently, its effect is based on an interaction with biological processes in the body. 

Medicinal product by virtue of its presentation:
A product whose packaging or advertising gives consumers the impression that it cures or prevents diseases.

What is a consultation procedure?

The consultation procedure involves a panel of experts evaluating certain medical devices. It is intended to provide an additional assessment of products that pose specific risks or have complex characteristics, or both.  Article 52(9) establishes the procedure outlined in Annex IX, Section 5.2, for combination products, as defined in Article 1(8). This section governs the consultation procedure for medical devices that incorporate a medicinal product. It requires Notified Bodies to obtain a binding scientific opinion from the European Medicines Agency (EMA) or a national drug regulatory authority (e.g., the Federal Institute for Drugs and Medical Devices [BfArM]) before authorizing a medical device that incorporates a medicinal product. The relevant authority must issue this opinion within 210 days.

  • Class III implantable devices;
  • Class IIb active devices that administer or remove medicinal products from the body in accordance with Annex VIII, Section 6.4 (Rule 12).

Conducting a consultation procedure may affect the process and duration of the conformity assessment. Therefore, it is important for manufacturers to determine early on whether their product is subject to these requirements and what documentation is needed.

The process of the consultation procedure according to Annex IX, Section 5.2

01

Submission of technical documentation

The manufacturer submits the technical documentation for its product to the Notified Body.

02

Assessment by the Notified Body

The Notified Body evaluates the medical device and assesses the role of the medicinal substance it contains in the context of the device’s intended use. This benefit assessment is incorporated into the consultation procedure as part of the consultation dossier.

03

Pre-consultation

„Intention to submit letter“ approximately 6 months before the consultation. If necessary, a meeting with the regulatory authority and the manufacturer.

04

Preparation of the consultation dossier

The manufacturer compiles a consultation dossier that incorporates the agency's benefit assessment.

05

Consult with medicinal products autority

The Notified Body submits an application form completed by the manufacturer, along with the dossier, to the medicinal product authority.

06

Scientific evaluation

The consulted authority evaluates the medicinal product-related aspects: the quality of the substance, the safety of the substance, the beneift-risk ration of the substance in the medical device, the manufacturing process of the substance

07

Preparation of the scientific opinion

The medicinal product authority submits its scientific opinion to the Notified Body within 210 days of receiving all required documentation.

08

Consideration by the Notified Body

Positive opinion → The procedure may continue. • Certain objections result in a “clock-stop,” during which the manufacturer has the opportunity to respond, after which the agency prepares another expert opinion. Negative opinion → The Notified Body may not issue certification.

09

Changes after certification

If changes are subsequently made to the medicinal product or its manufacturing process, the Notified Body must consult the medicinal product authority again. The competent authority submits its opinion within 60 days of receiving all documentation regarding the change.

Dr. Eric Sasko, TÜV NORD CERT GmbH

Your speaker Referent – Dr. Eric Sasko

Dr. Sasko is a qualified Pharmaceutical Technical Assistant (PTA) and licensed pharmacist with extensive experience in academia, pharmaceutical practice, and professional education. His background includes four years of university-based research and teaching, pharmacy management, and serving as a lecturer and examiner for the Chamber of Pharmacists. He continues to lecture in the medical field.

Since 2023, he has been working as a Clinical Expert and Auditor at TN CERT GmbH, specializing in substance-based medical devices and the regulatory assessment of borderline products.

FAQs on borderline products and consultation procedures

Borderline products are products whose regulatory classification is ambiguous and require a case-by-case analysis. These are products for which it is unclear whether they are medical devices or medicinal products (resp. cosmetics, biocides, food supplements).

Combination products are defined as products consisting of a combination of a medical device and a medicinal product (as defined in Directive 2001/83/EC).

The MDR distinguishes between the following:

  • Article 1(8): Medical devices with an integral, supportive medicinal substance
  • Article 1(9): Medical devices intended for the administration of (non-integral) medicinal products

A consultation procedure is required when assessing certain medical devices. It involves an additional evaluation of products that pose specific risks or have complex characteristics to ensure their safety and performance. A medicinal products regulatory authority must be consulted when a Notified Body conducts a conformity assessment of medical devices containing an integral, active pharmaceutical ingredient.

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