This document discusses using patent information for innovation and competitive intelligence. It defines innovation, competitive intelligence, and why patent information is critical for both. The document presents several case studies on using patent analysis to map patent landscapes, assess patentability, identify licensing opportunities, and analyze patent portfolios. It describes the methodology for comprehensive patent searches and analytics to glean insights. Case studies demonstrate how patent information can help identify key players, emerging areas, prevent duplicative R&D, stimulate innovation, and evaluate a company's patent portfolio strength.

1. The Use of Patent Information for Innovation
and Competitive Intelligence
Katarina Bartos Quin

2. Agenda
• What is Innovation and Competitive Intelligence?
• Using patent information to drive Innovation and Competitive
Intelligence
– Key Principles
– Promoting the use of patent information
• Case studies
– Identify white space, technology trends and areas of focus
• Guide investment decisions and filing strategy
• Identify competitors
– Identify the patentability of your own inventions
• Don’t reinvent the wheel
• Learn from others
– Identify licensing and collaboration opportunities

3. Innovation
• Definition:
• Invention – “the creation of something new” (Paul Sloane)
• Innovation – “the implementation of something new” (Paul Sloane)
• Closed versus Open Innovation (Henry Chesbrough)

4. Competitive Intelligence (CI)
• Definition:
• Competitive Intelligence (CI) involves the use of public sources to
develop data on competition, competitors, and the market
environment (McGonagle and Vella 2002)
• Process:
• Identify the information that a decision-maker needs
• Collect publically available raw data
• Analyse the data and convert it into intelligence
• Communicate the finished intelligence to the decision-maker(s)

5. Why is patent information critical
for Innovation and CI?
• Open innovation relies on internal and external ideas
• Patents are an essential source of external ideas and competitor data
• Patents are often the first and only source of disclosure of a new invention
• Ignoring patents as an information source will:
• Delay innovation or even prevent it
• Give an incomplete Competitive Intelligence picture

6. Using patent information for
Innovation and CI
• Key Principles:
• Quality IN = Quality OUT
• Make the patent search comprehensive
• Data - Coverage, Comprehensiveness and Timeliness
• Where are you searching? Title, abstract, full-text
• Promoting the use of patent information
• Easy to use platform
• Education on the importance of patent information

7. Case Studies
Patent Landscape
Patentability
Licensing
+
Portfolio Analysis

8. Methodology
• Subject matter investigation
• Compile search strategy
• Keywords
• Classifications
• Assignee
• Semantic
• Non-Patent Literature
• Run initial basic search
• Analyse and optimise strategy
• Visualise and review
• Draw conclusions……..

9. Case Study – Patent
Landscape
+

10. Some Key Questions
• Is this a growing area of interest?
• What are the fields of current interest?
• Who are the key players?
• Who are the “key opinion leaders” in this field?
• Is there white space?
• Where should we be investing time and money?

11. Analytics Dashboard

12. • Keyword analysis:
• Initial basic strategy: TAC=(ebola)
• New keywords: “Marburg virus or Filovirus or Hemorrhagic fever”

13. • Keyword analysis:
• Remove irrelevant results from landscape
• Example: “HIV Infection”

14. • Optimise strategy
• Classification Codes – CPC/IPC
• Add codes to strategy and review definitions for keywords

15. • Optimise strategy with key assignees and inventors

16. Features
• PatBase Thesaurus

17. Features
• Classification finder

19. Structure
of hits found Instances of
chemical in
full text Links to external
resources
Details of hits
found

20. Publications
disclosing chemical
of interest tagged
Textmine view
of publication
and chemical of
interest

21. KeywordsKeywords
Specific
Ebola CPC
Codes
Specific
Ebola CPC
Codes
Top
IPC/CPC
Codes
Top
IPC/CPC
Codes
Key
assignees
and
inventors
Key
assignees
and
inventors
Basic
strategy
Basic
strategy
Chemical
Explorer
Chemical
Explorer

22. • Is this a growing area of interest?

23. • What are the fields of current interest?

24. • Who are the key players in this area?

25. • Who are the “key opinion leaders” in this area?

26. Conclusions
• Growing Ebola patent landscape
• Key players include:
• NIH, Novartis, BMS
• Smaller companies: Ibis, Kineta, Biocryst
• Key opinion leaders include:
• Peter L Collins and Brian Murphy (NIH); He Liqi (BMS)
• Top fields of interest: anti-viral compounds, vaccines, antibodies,
detection methods and enhancing immune response to the virus
• Potential White Space: prevention of infection – chemical and
non-chemical, combination therapy

27. Case Study – Patentability
Sonic Hedgehog
+ =

28. Features
• PatBase Thesaurus – Genes & Proteins + Language Explorer

29. Features
• Non-Latin Search and Translation

30. Features
• Semantic Search

31. Features
• Learn from others disclosures

32. Features
• Non-Patent Literature

33. Conclusions
• Patent information can:
• Prevent you reinventing the wheel
• Ensure that your time and money is well invested
• Ensure you are aware of the prior art
• Stimulate innovation by learning from others
• Remember that prior art is any disclosure that is made public
• Search patent and non-patent literature
• Keep your own inventions confidential
• File a patent application before disclosing elsewhere
• Always consult a patent attorney for advice

34. Case Study – Portfolio Analysis
Reverse
Osmosis

35. • Analytics of forward citations of Desalitech patent portfolio
Desalitech Portfolio
• 8 patent families
• 2005-2017
• Top 5 Jurisdictions:
US, CN, IN, PCT, EP
• Top IPC/CPC:
C02F – Treatment of Water
B01D – Physical/chemical
Processes (Separation)

36. Features
• Citation Explorer

37. Features
• Alerts to keep up to date!!

38. Conclusions
• Citation analysis is useful competitive intelligence:
• Helps identify key competitors
• Helps identify potential collaborators
• Helps identify potential infringers
• Citation analysis can help identify valuable IP in your portfolio
• Precautions:
• Citations are only one indicator of patent value
• Beware of the time effect
• Newer publications will not have been cited yet
• Need to keep up to date by setting up alerts

39. Summary

40. Thank you
Katarina Bartos Quin
katarina@minesoft.com
www.minesoft.com