A helpful substrate for a brisk introduction to basic tools of intellectual property, with semi-fictional case studies.

1. ®
Basic Instruments of Intellectual Property
for Health-Related Information Technology
… with Fake Case Studies!

2. ®
Patent Trademark
Trade Secret Copyright

3. ®
Trade Secret
1. Are they valuable?
2. Good substitute for a patent?
3. How do you protect them?
4. What if one is stolen?

4. ®
1. How expensive?
2. What is “Patent Pending”?
3. How do you mark your product?
4. What if you don’t or can’t?
Patent

5. ®
1. How expensive?
2. What are “TM” and “SM” and “
®”?
3. What if you don’t or can’t?
Trademark

6. ®
1. Does “© 2017 Susi Stuart” matter?
2. When should you apply?
3. What if you don’t register?
4. https://www.copyright.gov/circs/
Copyright

7. ®
Case Study: Advanced Proteome Therapeutics Corp. (Boston)
Size: 5-10 employees Sub-Sector: Biotechnology
Revenue: $1 M (US) Valuation: $13 M (US)

8. ®
Case Study: Advanced Proteome Therapeutics Corp. (Boston)
Schpiel: “We developed a proprietary protein modification platform
with the purpose of attaching entities to therapeutic proteins to
enhance their properties and/or endow them with additional
functions.”
Question: How much of the $13 M valuation do you think depends
upon TRADE SECRET protection measures? What measures?

9. ®
Case Study: Delivra Corp. (Ontario)
Size: 10 - 20 employees Sub-Sector: Health Care Technology
Revenue: $2.7 M (US) Valuation: $29 M (US)

10. ®
Case Study: Delivra Corp. (Ontario)
Schpiel: “We sell natural topical creams ... transdermal technologies
for the delivery of pharmaceutical and natural molecules, through
the skin, rather than via pills ... now seeking to license our unique,
proven, and patent-pending delivery platform to global
pharmaceutical companies for the transdermal delivery of third party
active ingredients to treat a broad range of conditions.”
Question: Should your friend buy stock in this company? What do
you want to know?

11. ®
Case Study: 3D Signatures Inc. (Manitoba)
Size: 20 – 50 employees Sub-Sector: Biotechnology
Revenue: $9.5 M (US) Valuation: $24 M (US)

12. ®
Case Study: 3D Signatures Inc. (Manitoba)
Schpiel: “We have a novel personalized medicine company with a
proprietary software platform based on the analysis of a patient's
three-dimensional chromosomal signature. The technology is well
developed and supported by 16 clinical studies …”
Question: Even though we were on a shoestring 3 years ago, I wish
we had ________________!! What can we do?

13. ®
Case Study: Emblem Corp. (Ontario)
Size: 20 - 50 employees Sub-Sector: Medical Marijuana
Revenue: $9.5 M (US) Valuation: $207 M (US)

14. ®
Case Study: Emblem Corp. (Ontario)
Schpiel: “We are a licensed producer of Medical Cannabis in Canada,
led by a team of former Healthcare & Pharma Executives who have
built & run multi-billion dollar companies. Our brand-new Ontario
facility was custom-designed and purpose-built specifically to
cultivate and cure cannabis for medicinal use.”
Question: Should your friend buy stock in this company? Is it a big
deal if they have to stop using “Emblem”?

15. ®
Case Study: Eyecarrot Innovations Corp. (Quebec)
Size: 5 - 10 employees Sub-Sector: Health Care Technology
Revenue: $1.9 M (US) Valuation: $14 M (US)

16. ®
Case Study: Eyecarrot Innovations Corp. (Quebec)
Schpiel: “a global, data-driven, expert therapeutic network to
transform how human Oculomotor Sensory performance is
diagnosed, exercised and enhanced. The company is building
BinoviTM, a universal, collaborative care platform that integrates
software, hardware, data and the expert knowledge of vision care
professionals to help patients on a global scale.”
Question: Should your friend buy stock in this company? Is it a big
deal if they have to stop using “Eyecarrot”?

17. ®
Case Study: VentriPoint Diagnostics Ltd. (Bellevue)
Size: 20 - 50 employees Sub-Sector: Health Care Technology
Revenue: $9.5 M (US) Valuation: $25 M (US)

18. ®
Case Study: VentriPoint Diagnostics Ltd. (Bellevue)
Schpiel: “a diagnostic ultrasound tool to monitor patients with heart
disease … the world’s first cost-effective and accurate diagnostic tool
for measuring right ventricle heart function. Canada and Europe have
granted approval for the sale of Ventripoint's VMS™ tool and the
company is pursuing the U.S. FDA marketing clearance through the
510(k) process.”
Question: Which type of IP does VentriPoint value most highly?

19. ®
Thanks for coming!