MaRS Best Practices: IP Best Practices for Life Sciences Companies - Victoria...MaRS Discovery District
Discover why intellectual property is a critical asset to your company. Within the context of current economic uncertainty, this series covers cost-effective strategies for securing IP and patent rights to enhance the market value and competitive position of your life sciences or ICE company.
ENT101 Season 3 - IP Management - Norton Rose FulbrightNORCAT
Intellectual property (IP) is the lifeblood of every knowledge-based startup or venture. In “IP Management”, learn how to identify and manage your intellectual property in a strategic way and examine how it fits in with your overall business model. A large part of your competitive advantage will depend on your ability to protect and properly exploit or commercialize your product or service innovations.
The presentation below examines some of the following topics:
Why should biotech companies look to sell rather than go public?
How (and why) to build your deal team
Legal matters, insurance planning and tax planning
Indemnification privisions and the advantages of doing it early on
Financial statement considerations
Corporate books and other items you will need
How to position your biotech company for a sale
MaRS Best Practices: IP Best Practices for Life Sciences Companies - Victoria...MaRS Discovery District
Discover why intellectual property is a critical asset to your company. Within the context of current economic uncertainty, this series covers cost-effective strategies for securing IP and patent rights to enhance the market value and competitive position of your life sciences or ICE company.
ENT101 Season 3 - IP Management - Norton Rose FulbrightNORCAT
Intellectual property (IP) is the lifeblood of every knowledge-based startup or venture. In “IP Management”, learn how to identify and manage your intellectual property in a strategic way and examine how it fits in with your overall business model. A large part of your competitive advantage will depend on your ability to protect and properly exploit or commercialize your product or service innovations.
The presentation below examines some of the following topics:
Why should biotech companies look to sell rather than go public?
How (and why) to build your deal team
Legal matters, insurance planning and tax planning
Indemnification privisions and the advantages of doing it early on
Financial statement considerations
Corporate books and other items you will need
How to position your biotech company for a sale
Presented by James Longwell, Partner
The information in this presentation is for general information purposes only. It does not constitute a legal opinion or other professional advice.
[webinar] From Ideas to Assets: Common Investor Pitfalls with Intellectual Pr...OurCrowd
Join Zack Miller, Head of the Investor Community at OurCrowd, and Heidi Brun, leading patent attorney and Joint Head of the Patent Department at Eitan, Mehulal & Sadot, as they discuss the importance of understanding the fundamentals of intellectual property rights in order to make informed investment decisions.
Join us to learn about:
The various types of Intellectual Property (IP) and how they work
Why it is important for investors to read patents
Techniques for valuing intellectual property and how investors can do their own ownership research
Management, strategizing and budgeting of patent portfolios for companies at different stages of development
NJTC: Protecting Patents & Data in the Commercial & Government Market Place McCarterenglish
McCarter & English hosts a seminar series for the New Jersey Tech Council on the legal and business ground rules every technology company needs to know to grow and protect its business: Government and International Contracting, Protecting Intellectual Property, Export Control and Immigration.
Juldee IP and tech monetization v4 by ex-Hewlett-Packard Director of IP Fas M...Fas (Feisal) Mosleh
Ever wondered how to best leverage your innovation – technology, patents and IP – to create additional value for your venture? You can increase your business valuation, create a revenue stream or generate a small windfall for your business by monetizing technology and patents along the way. IP and technology M&A can help create value whether you are early stage, mid stage or later stage.
IPCalculus : Innovative companies quickly come up against intellectual property rights belonging to others. IPCalculus' information searches can give you the basis you need for strategic decision‐making in the following cases:
Prior Art Search, Novelty Search, Infringement Search, Invalidation Search and office action
Ip on a coffe break... be inventive... be creative... be freeTanja Kalezic
Milana VItas, RT-RK Computer Based Systems, Zaštita autroskih prava i upravljanje intelektualnom svojinom
CRINSS 2013 Creative Industries Conference, Novi Sad, Serbia
Konferencija kreativnih industrija
patent types of patent,utility patent,design patent,plant patent,expiry of patent,how to apply patent,filling form of patent,sample of patent advantages of patents to the patentee and society, patent history-india
Presented by James Longwell, Partner
The information in this presentation is for general information purposes only. It does not constitute a legal opinion or other professional advice.
[webinar] From Ideas to Assets: Common Investor Pitfalls with Intellectual Pr...OurCrowd
Join Zack Miller, Head of the Investor Community at OurCrowd, and Heidi Brun, leading patent attorney and Joint Head of the Patent Department at Eitan, Mehulal & Sadot, as they discuss the importance of understanding the fundamentals of intellectual property rights in order to make informed investment decisions.
Join us to learn about:
The various types of Intellectual Property (IP) and how they work
Why it is important for investors to read patents
Techniques for valuing intellectual property and how investors can do their own ownership research
Management, strategizing and budgeting of patent portfolios for companies at different stages of development
NJTC: Protecting Patents & Data in the Commercial & Government Market Place McCarterenglish
McCarter & English hosts a seminar series for the New Jersey Tech Council on the legal and business ground rules every technology company needs to know to grow and protect its business: Government and International Contracting, Protecting Intellectual Property, Export Control and Immigration.
Juldee IP and tech monetization v4 by ex-Hewlett-Packard Director of IP Fas M...Fas (Feisal) Mosleh
Ever wondered how to best leverage your innovation – technology, patents and IP – to create additional value for your venture? You can increase your business valuation, create a revenue stream or generate a small windfall for your business by monetizing technology and patents along the way. IP and technology M&A can help create value whether you are early stage, mid stage or later stage.
IPCalculus : Innovative companies quickly come up against intellectual property rights belonging to others. IPCalculus' information searches can give you the basis you need for strategic decision‐making in the following cases:
Prior Art Search, Novelty Search, Infringement Search, Invalidation Search and office action
Ip on a coffe break... be inventive... be creative... be freeTanja Kalezic
Milana VItas, RT-RK Computer Based Systems, Zaštita autroskih prava i upravljanje intelektualnom svojinom
CRINSS 2013 Creative Industries Conference, Novi Sad, Serbia
Konferencija kreativnih industrija
patent types of patent,utility patent,design patent,plant patent,expiry of patent,how to apply patent,filling form of patent,sample of patent advantages of patents to the patentee and society, patent history-india
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Department of Defense Plug In Electric Vehicle Program Forth
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Preparing Your Portfolio for Prime Time: IP Due DiligenceMintz Levin
Due diligence helps potential investors know they are making a winning bet on your startup. Hence, investors conduct a detailed look “under the hood” of the company and the company’s IP is at center stage.
How To Protect Your Company's Intellectual PropertySecureDocs
This presentation covers cost-effective patent protection for inventions worldwide and protection tactics for unpatented trade secrets. It also gives a compelling argument for why companies should go against the status quo when filing for patents which can help save money and speed up the total patenting process.
MaRS Best Practices: IP Best Practices for Life Sciences Companies - Victoria...MaRS Discovery District
Discover why intellectual property is a critical asset to your company. Within the context of current economic uncertainty, this series covers cost-effective strategies for securing IP and patent rights to enhance the market value and competitive position of your life sciences or ICE company.
Patent Searches and Invalidity Search in USA & CanadaInvention ip
Explore the depths of intellectual property with our expert Patent Searches in the USA. Whether you're navigating the competitive landscape or ensuring the validity of your patents, our services go beyond the surface. Dive into the world of innovation with our specialized Patent Invalidity Searches in the USA, meticulously designed to protect your intellectual assets. Trust us to provide thorough insights, backed by cutting-edge research, empowering you to make informed decisions.
Key Features:
In-depth Patent Searches tailored for the USA market
Rigorous Patent Invalidity Searches to safeguard your innovations
Expert analysis to guide strategic decision-making
Don't leave your intellectual property to chance – secure your innovations with our comprehensive patent services. Visit www.inventionip.com now to explore the possibilities and protect your intellectual legacy.
Partners Maria Stout and Paul Stellman kicked off a two-part, comprehensive discussion of strategic planning for capturing and protecting intellectual property. The presentation served as an introduction to the topic and provided more general information.
Speakers: Maria Stout and Paul Stellmann
Attorneys Agnes Juang, Arsen Kourinian and, Mauricio Uribe hosted a virtual discussion interactive webinar regarding strategic considerations for data privacy, security and IP due diligence
Traklight Webinar with Shane Olafson and Kyle Siegal on Patent Dos and Don'ts...Traklight.com
A discussion of patent tips for startups, including:
- Carefully allocating precious startup funding
- Properly limiting disclosure of new products and concepts
- Understanding patent application timelines
- Knowing when a provisional application may be appropriate
It all starts with an epiphany. Every invention begins with a single “eureka moment” or some “brilliant revelation” that causes the inventor to take action.
These epiphanies become the idea seeds planted by inventors around the world. But we can only wish the process was as simple as adding water and fertilizer and waiting for the ideas to spring to life.
Inventions are not just patents to be hung on a wall. They are the starting point for a new business enterprise. So, not only does the inventor have to figure out how to create a working product or device, they also have to drive it forward, creating a business model that will enable it to survive. And that’s where we come in.
The Inventor Boot Camp will help you focus on what’s important. We will show you ways to leverage your time and resources, eliminate unnecessary work, and direct your energies towards driving your product forward. And most importantly, we will teach you what it takes to become successful.
Key Strategies to Learn
How to perform an early stage benefit/market analysis to decide in advance who your end customer will be. Once you fully understand who your customer is, only then can you begin to piece together your business model.
How to develop a profit-centric mindset, the same thinking used by most successful inventors, to maximize your odds of success.
How to decide if your invention needs to be patented. If it doesn’t, this can save you significant amounts of money.
Who you should be listening to. Advice will come from many sources, but not all of it will be good.
How to best position yourself for funding. Hear it directly from the people who have money to invest.
Common Pitfalls and Key Considerations in Getting (and Keeping) Intellectual ...UCICove
About UCI Applied Innovation:
UCI Applied Innovation is a dynamic, innovative central platform for the UCI campus, entrepreneurs, inventors, the business community and investors to collaborate and move UCI research from lab to market.
About the Cove @ UCI:
To accelerate collaboration by better connecting innovation partners in Orange County, UCI Applied Innovation created the Cove, a physical, state-of-the-art hub for entrepreneurs to gather and navigate the resources available both on and off campus. The Cove is headquarters for UCI Applied Innovation, as well as houses several ecosystem partners including incubators, accelerators, angel investors, venture capitalists, mentors and legal experts.
Follow us on social media:
Facebook: @UCICove
Twitter: @UCICove
Instagram: @UCICove
LinkedIn: @UCIAppliedInnovation
For more information:
cove@uci.edu
http://innovation.uci.edu/
Freedom to Operate in the Pharmaceutical SectorAdrian Bradley
This presentation covers the essential aspects of planning and executing a freedom to operate or patent clearance exercise in the pharmaceutical sector. It deals with the search phase, the analysis phase and the follow-up phase. It is relevant for in-house IP attorneys and development managers.
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Maggie Striz Calnin, Director at Michigan Clean Cities gave this presentation at Forth Design and Fund Equitable Electric Mobility For Your Community workshop on April 17, 2024.
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Ever been troubled by the blinking sign and didn’t know what to do?
Here’s a handy guide to dashboard symbols so that you’ll never be confused again!
Save them for later and save the trouble!
In this presentation, we have discussed a very important feature of BMW X5 cars… the Comfort Access. Things that can significantly limit its functionality. And things that you can try to restore the functionality of such a convenient feature of your vehicle.
Fleet management these days is next to impossible without connected vehicle solutions. Why? Well, fleet trackers and accompanying connected vehicle management solutions tend to offer quite a few hard-to-ignore benefits to fleet managers and businesses alike. Let’s check them out!
Comprehensive program for Agricultural Finance, the Automotive Sector, and Empowerment . We will define the full scope and provide a detailed two-week plan for identifying strategic partners in each area within Limpopo, including target areas.:
1. Agricultural : Supporting Primary and Secondary Agriculture
• Scope: Provide support solutions to enhance agricultural productivity and sustainability.
• Target Areas: Polokwane, Tzaneen, Thohoyandou, Makhado, and Giyani.
2. Automotive Sector: Partnerships with Mechanics and Panel Beater Shops
• Scope: Develop collaborations with automotive service providers to improve service quality and business operations.
• Target Areas: Polokwane, Lephalale, Mokopane, Phalaborwa, and Bela-Bela.
3. Empowerment : Focusing on Women Empowerment
• Scope: Provide business support support and training to women-owned businesses, promoting economic inclusion.
• Target Areas: Polokwane, Thohoyandou, Musina, Burgersfort, and Louis Trichardt.
We will also prioritize Industrial Economic Zone areas and their priorities.
Sign up on https://profilesmes.online/welcome/
To be eligible:
1. You must have a registered business and operate in Limpopo
2. Generate revenue
3. Sectors : Agriculture ( primary and secondary) and Automative
Women and Youth are encouraged to apply even if you don't fall in those sectors.
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IP Funding Strategy, February 2014
1. IP Funding Strategy:
A Portfolio-Based Perspective
for Emerging Businesses
Anna McCoy
John Russell
2. Outline
• General Introduction
– IP as a value asset - Funding relationship to IP
• From the Funding Perspective
• Minimizing Investor Risk
• Due Diligence of IP for Investment Purposes
• What is IP?
–
–
–
–
Patent – utility/design/examples
TM - examples
Copyright - code
Trade Secret – customer lists and other examples
• Strategy to acquire IP protection
– Internal mechanisms to create value asset IP
– External Protections for IP
•
Conclusion
3. IP Relationship to Funding
• Funding Sources look for:
– Value Proposition
– Large Investment Return
– Exit Strategy
• Success Markers for Funding Source
– Unique Idea/Differentiation
– Market Opportunity
– Management and Leadership Team
– All of these markers are keyed to IP
4. Unique Idea
• Define Company’s Proposition through IP
• Significant technological superiority
– What is the value-add of the company?
• Tangible and Articulable differentiators
– Can the IP be defined?
• Technology break-throughs
– Any barriers to entry? IP barriers?
5. Stages of Commercialization
Product
Development Stage
Risk Of Failure
HIGH
LOW
> Market consolidation
> Market expansion
IP Value at
all stages
> Market penetration
> Product enhancement
VC/
Expansion
IPO/MBO
/Trade Sale
> Sales & distribution
VC/IIF
> Product development
> Marketing & research
Seed
> Prototyping
> Market definition
Tiers 0/1 - Pre-incubation
§ Direction
§ Collaboration
§ Guidance
§ Resources etc
§ Pre-Seed funding
§ IP Creation
R&D
Angels
/3F’s
Tier 0
> Innovation & R&D
Tier 1
Tier 2 - Incubation
§ Mentoring
§ Seed funding
§ Contacts
§ Consulting
§ Clients
§ IP Development
Tier 2
Tier 3
Tier 3 - Post-incubation
§ Funding
§ Structuring
§ Relationships etc.
§ IP Growth
Tier 4
Tier 5
Tiers 4/5 - Commercial
Maturity
6. Minimizing Risk from the
Funding Perspective
• Predicting success in start-up companies is very
challenging.
• In general, all investors attempt to minimize the risk
associated with investments.
• Attempts to minimize risk include assessing quality of
management, business model risk, market opportunities,
and possible returns.
• A better understanding of a target’s intellectual capital and
the value creation it represents helps to manage
investment risk.
• IP considered to identify potential opportunities, developing
strategies, and potential for securing returns.
7. Example VC IP Review Phases
Phase 1: The first or Review Phase is designed to provide a quick
indication of potential investment value. The Intellectual Capital column
represents a need to determine existing or potential assets by type
including: utility patents, process patents, brands, domain names, and a
formal employee knowledge base. Commentary address whether these
items exist with a quick indication of quality.
Phase 2: Review of IP includes a review of key issued patents (and/or
filings) noting particular claims of interest – higher level of quality review.
Claims reviewed in addition to the summary/abstract. A review is further
conducted to understand a potential company's target’s process for
determining which patents to file and the steps taken in the prior art
search. Such an analysis provides guidance as to the breadth and depth
of any IP.
Phase 3: At this stage, many investors retain patent counsel or
other advisors to conduct a deep dive into the potential investment.
9. Types of IP
• IP Assets derived from a variety of systems
– Patent system (Patent laws and regulations)
– Copyright system (Copyright laws and
regulations)
– Trademark system (Trademark laws and
regulations)
– Common law/case law (trade secrets, etc.)
• When trying to get funding, need to show
assets you have, assets in process, and why
invest.
10. General IP Comparison
Patent
Trademark
Copyright
Trade Secret
Coverage
Ideas
Consumer Recognition
and Goodwill
Expression embodied
in a fixed medium
Business Information
Types
•
Word marks, logos,
trade dress
•
•
Utility (provisional
and nonprovisional)
Design
Plant
N/A
Requirements
New, Useful and Nonobvious
Use in Commerce
(US)
First to File (foreign)
Originality
Valuable, maintained
as secret
Term
20 Years from date of
filing
Indefinite, if used and
maintained
95 years for a
corporation
As long as it remains a
secret
Limitations on Filing
Must be filed within 1
year of public
disclosure in US
Search?
Recommended
Recommended
Period of
Examination
Approx. 2-4 years
(petitions for
accelerated exam)
Approx. 6-9 months
Approx. 1-3 months –
minimal exam.
N/A
Disclosure Required
Yes
Yes
Yes
No
N/A
11. US Patents
• Three types of U.S. patents:
– 1 – Utility patents
• may be granted to anyone who invents or discovers any new
and useful process, machine, article of manufacture, or
composition of matter, or any new and useful improvement
thereof;
– 2 – Design patents
• may be granted to anyone who invents a new, original, and
ornamental design for an article of manufacture; and
– 3 – Plant patents
• may be granted to anyone who invents or discovers and
asexually reproduces any distinct and new variety of plant.
12. Patent Basics
What:
A U.S. patent is a negative right. It entitles the holder, for a
limited time, to prevent others from making, using, selling or
offering to sell the claimed invention in the United States
How:
File application; Demonstrate to the Patent Office that the
invention is: (1) new, (2) useful and (3) non-obvious
Why:
(1) Sue for $ and/or injunction
(2) Generate licensing revenue
(3) Cross-license
(4) Enhance defensive posture
(5) Deter competition /
construct barriers to entry
(6) Obtain financing
(7) Build portfolio assets with
eye toward acquisition
(8) Develop alliances
14. Example of Method Patent
Utility patent example claim (Amazon one-click online shopping method ):
A method of placing an order for an item comprising:
under control of a client system, displaying information identifying the item; and
in response to only a single action being performed, sending a request to
order the item along with an identifier of a purchaser of the item to a server
system;
under control of a single-action ordering component of the server system,
receiving the request;
retrieving additional information previously stored for the purchaser
identified by the identifier in the received request; and generating an order
to purchase the requested item for the purchaser identified by the identifier
in the received request using the retrieved additional information; and
fulfilling the generated order to complete purchase of the item
whereby the item is ordered without using a shopping cart ordering model.
(US 5,960,411)
17. Trademarks
Word, phrase, symbol or design, or a combination of words, phrases,
symbols or designs, that identifies and distinguishes the source of the
goods of one party from those of others.
18. Trademarks
• The owner, assignee or licensee of a trademark
has the right to exclude others from using that
trademark.
– In the U.S., rights in a trademark can be obtained
through commercial use of the trademark.
– In Foreign jurisdictions, rights can be obtained merely
by filing.
• A trademark right can last indefinitely as long as
the trademark is in use and the registration is
renewed regularly.
• Global strategy may be important!
19. Domain Names
• Can be trademarks if domain name
operates to indicate source
• Separate registry and ownership system
20. Copyright
• Documents, art, music, motion pictures, software, etc.
are automatically copyrighted when the document is
created.
• Can register copyright with the government – minimal
fee.
– Must be registered before filing any infringement lawsuits.
• Duration:
– the life of the author plus 70 years; or
– If it was a work for hire: 95 years from publication or 120
years from creation.
• US Copyright Website:
– http://www.loc.gov/copyright/
21. Trade Secrets
• Specialized secret company knowledge
– Examples include data, formulas,
compilations, programs, customer lists, etc.
• Can be used where patents may not have
a long enough term or be possible.
• Trade secrets are kept under lock and key,
with restricted access and publications.
22. Strategy to Acquire
Value-Add IP Protection
• Portfolio-Based Strategy: Portfolio is greater than the
sum of its parts
• Avoid putting all your eggs in one basket
Identification of all aspects as potential asset and
value generator
• Two-Step Strategy
23. Two-Step Strategy
1. Track and Identify
• IP Tracking and Summaries
• Invention Disclosure Forms
• Non-Disclosure and Assignment Back
Agreements
• White Spacing and Competitor Searching
2. File and Prosecute
24. HOW TO TRACK AND IDENTIFY?
• IP Audits
• Establish IP team leaders and have regular
meetings
• Raise IP awareness among all team members
– Uses / value / role of patents to company
– Key rules – bar dates, consequences of disclosure
• Create processes and infrastructure that support
innovation
– Brainstorming meetings
– Invention Disclosure Forms
– Internal education
25. IP Audits
• Professional review of IP assets
• Mandatory for any funding round, but don’t
wait until you need one to think about it
• Function:
• Identify value in current IP assets
• Identify gaps in IP coverage
• Preemptively prepare portfolio for funding due
diligence
26. Internal IP Housekeeping Agreements
• Non-Disclosure/Confidentiality Agreements
– Invention Assignment Clause
• Employment Agreements (Trade Secrets)
– Employment Agreements typically are a condition at hiring
– Often include trade secret & confidentiality language for a
term that exceeds termination from the company.
– Includes IP ownership information (assignment
requirements)
– May include non-compete language to prevent employee
from working for a competitor for a period of time.
• Independent Contractor Agreements
28. Invention Disclosure Forms
an important piece of IP infrastructure
• A mechanism for capturing and
recording potentially valuable IP
• A checklist that functions to repeatedly
reinforce key patent law concepts, such as
the consequences of public disclosure
• A tool for improving communication
among all team members, including
outside counsel
• Good invention disclosures improve the
quality of patent applications and reduce
preparation/filing costs
29. Step 2: Filing and Prosecuting
• Filing for IP Protection
– Provisional Patent Filings
• NOTE: new patent law went into effect in 2013 – FIRST TO
FILE
– Design filings
– Trademark filings
– International filings – don’t forget utility models
• Prosecuting IP
– Continual tracking and reevaluations at decision points
– Don’t fear changing direction
30. Provisional Applications
A method of establishing an early priority/filing date
First (1) nonconfidential disclosure
or (2) actual/attempted
commercialization
Must establish
priority (file app.)
U.S. / NAFTA
one-year grace
period
t(0) --------------------------------------------- one year
Interested in preserving opportunities for
foreign patent protection?
If so, file and establish priority before first
disclosure/commercialization
Most Other
Countries
“Absolute
Novelty” (no grace
period)
31. Utility Applications
• What is a utility application/non-provisional
application?
• Key question: How does the application fit within the
portfolio
• Drafting and filing
• Examination Process
• Timeline
• Issuance
32. Patent Foreign Filings
• Different types of foreign filings:
– PCT Filings
– Utility Model Filings
– Paris Convention National Phase Filings
– Design Filings
• Selection based on business drivers, not
one size fits all