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.
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.
This document provides an overview of the patent process. It discusses how patents provide limited monopoly rights to prevent others from practicing an invention for up to 20 years. Key aspects of patentability include the invention being useful, novel, and non-obvious. The patent application process involves drafting a specification and claims, filing, responding to office actions, and iterating until the patent is allowed. Public disclosure prior to patenting can result in losing patent rights, so applications should be filed before any unprotected disclosure.
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
IP protection & commercialization strategiesLead To Win
This document discusses various intellectual property strategies and commercialization options. It outlines different types of intellectual property including patents, copyrights, trademarks, and trade secrets. It explains why IP is important to protect ownership, control technology transfer, establish means to pursue infringers, and increase competitive advantage. The document also provides details on patent costs, factors to consider in patent strategy, advantages and disadvantages of trade secrets, and components of a license agreement.
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.
This presentation addresses the why, what, and how to protect inventions from the vantage point of the early-stage, pre-financing, start-up company that is interested in patenting its inventions and developing an intellectual property portfolio that maximizes the company's valuation and sets it up for success during the intellectual property due diligence that accompanies financing rounds, corporate partnerships, commercialization, and merger and acquisition.
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.
This document provides an overview of the patent process. It discusses how patents provide limited monopoly rights to prevent others from practicing an invention for up to 20 years. Key aspects of patentability include the invention being useful, novel, and non-obvious. The patent application process involves drafting a specification and claims, filing, responding to office actions, and iterating until the patent is allowed. Public disclosure prior to patenting can result in losing patent rights, so applications should be filed before any unprotected disclosure.
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
IP protection & commercialization strategiesLead To Win
This document discusses various intellectual property strategies and commercialization options. It outlines different types of intellectual property including patents, copyrights, trademarks, and trade secrets. It explains why IP is important to protect ownership, control technology transfer, establish means to pursue infringers, and increase competitive advantage. The document also provides details on patent costs, factors to consider in patent strategy, advantages and disadvantages of trade secrets, and components of a license agreement.
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.
This presentation addresses the why, what, and how to protect inventions from the vantage point of the early-stage, pre-financing, start-up company that is interested in patenting its inventions and developing an intellectual property portfolio that maximizes the company's valuation and sets it up for success during the intellectual property due diligence that accompanies financing rounds, corporate partnerships, commercialization, and merger and acquisition.
This document discusses intellectual property rights and innovation management. It provides information on patents, trademarks, and other intellectual property topics. Some key points:
- Patents provide exclusivity for inventions and allow companies to profit from new products and technologies through licensing revenues or preventing copying.
- Factors like functional advantages, design, branding, and availability influence the success of new products in the market. Intellectual property rights like patents, trademarks, and designs can protect these features and maintain a company's exclusivity.
- Strategies for acquiring and exploiting patents include deciding what and when to patent, where to file, and whether to pursue own exploitation, licensing, or a combination. Patent information itself is publicly available and
This short presentation provides innovators and entrepreneurs with an overview of the basics of patent and IP protection from a business perspective. The aim and goal is to introduce non-patent experts to topics that, when properly introduced into their organizations, can help reduce risk and maximize the return on innovation investment. Some myths are dispelled in the presentation, also.
Introduction to Patents and IP CommercializationHasit Seth
NEWS FLASH: //Check our latest course offering on Patent-Business-Strategy over at Udemy here: http://www.udemy.com/patent-business-strategy/ with a 50 per cent launch discount //
Introduction to Patents and IP Commercialization. These are slides from a talk I gave at Venture Center NCL (National Chemical Laboratory) in Pune, India to a audience of scientists involved in nanotechnology.
Deck designed and delivered by Ian Bell from the Canadian Intellectual Property Office during his session at the Vancouver Innovation Labs (May 24th, 2016)
Presentation originally given to business advisors on 11 Oct 2008. Starting with a case study of three young entrepreneurs, the presentaiton considers how each of them can be assisted. It then deals with the sources of IP, the available assistance including inventors\' groups and clinics and the services avfailable form professional advisors.
This document provides an introduction to various forms of intellectual property protection including patents, trademarks, industrial designs, copyrights, and trade secrets. It discusses what constitutes a patent, including the requirements that an invention be new, useful, patentable subject matter, and unobvious. The document outlines the patent application process and components. It provides examples of published patent applications and discusses drafting patent claims. Additionally, it suggests useful resources for intellectual property information and stresses the importance of developing an intellectual property strategy.
Intellectual Property: What is intellectual property, and why is it important? Mintz Levin
This document provides an overview of various forms of intellectual property including trademarks, copyrights, trade secrets, and patents. It discusses what each type of intellectual property protects, how to obtain protection, duration of protection, benefits of protection, and common issues to consider. The document covers topics such as trademark clearance searches, federal registration of trademarks and copyrights, requirements for patents including novelty and non-obviousness, international protection, and types of patent applications.
This document discusses freedom to operate (FTO) analysis, which provides a legal opinion on potential patent infringement for a new product. It outlines approaches to FTO including analysis of a product's components against third party intellectual property, and drafting an opinion on infringement likelihood. The document then discusses various strategies to obtain FTO, including licensing needed patents, modifying the product design, abandoning the project, or merging with other companies. It notes challenges for public sector institutions in planning early for FTO due to different priorities than private companies.
Rob McInnes, one of Australia's leading patent and technology licensing lawyers gives an overview of IP basics and recent developments aimed at startups.
This was presented in a recent workshop for the INCUBATE startups.
This document discusses intellectual property (IP) and its relationship to obtaining funding for emerging businesses. It outlines the importance of IP as a value asset that can help minimize investor risk and satisfy their need to see a unique value proposition, market opportunity, and exit strategy. The document provides examples of different types of IP like patents, trademarks, copyrights, and trade secrets. It also discusses strategies for companies to acquire, track, and protect their IP in order to strengthen their case for obtaining funding.
This document discusses different levels of IP strategies that organizations can adopt and provides examples. It begins by explaining why every organization needs an IP strategy to ensure freedom to operate, protect assets, manage employees, and compete effectively. It then outlines five levels of IP strategies from zero (no strategy) to five (visionary). Lower levels focus on defensive protection and cost control, while higher levels actively generate revenue from IP and integrate IP into corporate strategy. The document provides examples of different types of IP strategies organizations use and concludes with discussing tools for building flexible IP strategies.
An Invention Disclosure is a comprehensive formal business record of the invention seeking a patent grant. This represents the first recording of the invention including the relevant date, names of the inventors and scope of the invention.
The description of the invention in the disclosure must lay emphasis on the fulfilling of the requirements of patentability, such as novelty and non- obviousness of the invention. These criteria’s are to be met with in the invention disclosure whilst ensuring that the specifications are well-explained, such that a layman may reproduce or make use of the invention.
The document discusses common issues that arise when drafting and negotiating intellectual property (IP) license agreements. It addresses key terms that should be addressed in the license grant, including the parties, subject matter, scope of rights, territory, term, exclusivity, improvements, and assignment. Care must be taken to clearly and specifically define the rights being licensed to avoid ambiguity and conflict.
Freedom to operate (FTO) refers to the ability to develop and commercialize a product without infringing on the valid intellectual property rights of others. An FTO analysis should be conducted before launching a product to avoid the risk of litigation. The FTO analysis involves searching granted and active patents, patent applications under prosecution, and international patent applications that may enter national phase. Non-patent literature does not need to be searched for an FTO analysis.
Freedom to operate: Biosciences innovations and intellectual property manage...ILRI
The document discusses intellectual property (IP) issues related to agricultural biotechnology research and development. It outlines the major forms of IP protection such as patents, plant breeder's rights, material transfer agreements, and trade secrets. It emphasizes the importance of conducting freedom to operate analyses to identify any existing IP that may restrict the use of technologies in R&D. Proper IP management including licenses, cross-licensing, and strategic partnerships can enable access to proprietary technologies needed for agricultural innovation.
This document discusses intellectual property (IP) and strategies for commercial success through IP. It covers types of IP like patents, trademarks, and designs. It emphasizes developing an IP strategy aligned with business goals to maximize returns. The document also discusses obtaining tax relief for innovation through R&D tax credits and the new Patent Box, which allows companies to pay a lower tax rate on profits associated with patented products or services.
Patentability Search- Importance and How to Do Patentability SearchTT Consultants
This document discusses patentability searches and the process of conducting them. It covers the criteria for patentability, including novelty, non-obviousness, and usefulness. It describes what a patentability search involves, including searching patent and non-patent databases to determine if prior art exists that could prevent patenting an invention. It recommends conducting a patentability search early in the invention process to identify any relevant prior art and help guide research and development decisions.
The document discusses various tools and strategies for managing an intellectual property portfolio, including conducting a patent landscape analysis to understand competitors and technology trends, using innovation capture to document new ideas, performing IP health checks to ensure the portfolio remains aligned with the business, and exploring opportunities to commercialize unused patents or acquire new patents to strengthen coverage.
Mike is the co-founder and CEO of FreshBooks, planet earth's leading online invoicing and bookkeeping app for service oriented professionals, freelancers and teams. Mike built FreshBooks in 2003 for his design firm in order to scratch his own itch. Since launching in May 2004, FreshBooks has touched over 2,000,000 lives and Mike and his team dedicate themselves to being a great service for people who love their work, and want to focus on it instead of focusing on their paperwork.
Robert Deluce: Gaining altitude in turbulent times – a view from the cockpit ...MaRS Discovery District
Robert Deluce, President and CEO of Porter Airlines, leads an entrepreneurial team dedicated to restoring dignity to the regional air travel experience. This counter-intuitive approach is winning new fans every day as the airline continues adding destinations, aircraft and employees, while helping revitalize Billy Bishop Toronto City Airport as a vital downtown transportation hub. Mr. Deluce discusses Porter’s business strategy, its future plans and the competitive environment in this notoriously cutthroat industry.
This document discusses intellectual property rights and innovation management. It provides information on patents, trademarks, and other intellectual property topics. Some key points:
- Patents provide exclusivity for inventions and allow companies to profit from new products and technologies through licensing revenues or preventing copying.
- Factors like functional advantages, design, branding, and availability influence the success of new products in the market. Intellectual property rights like patents, trademarks, and designs can protect these features and maintain a company's exclusivity.
- Strategies for acquiring and exploiting patents include deciding what and when to patent, where to file, and whether to pursue own exploitation, licensing, or a combination. Patent information itself is publicly available and
This short presentation provides innovators and entrepreneurs with an overview of the basics of patent and IP protection from a business perspective. The aim and goal is to introduce non-patent experts to topics that, when properly introduced into their organizations, can help reduce risk and maximize the return on innovation investment. Some myths are dispelled in the presentation, also.
Introduction to Patents and IP CommercializationHasit Seth
NEWS FLASH: //Check our latest course offering on Patent-Business-Strategy over at Udemy here: http://www.udemy.com/patent-business-strategy/ with a 50 per cent launch discount //
Introduction to Patents and IP Commercialization. These are slides from a talk I gave at Venture Center NCL (National Chemical Laboratory) in Pune, India to a audience of scientists involved in nanotechnology.
Deck designed and delivered by Ian Bell from the Canadian Intellectual Property Office during his session at the Vancouver Innovation Labs (May 24th, 2016)
Presentation originally given to business advisors on 11 Oct 2008. Starting with a case study of three young entrepreneurs, the presentaiton considers how each of them can be assisted. It then deals with the sources of IP, the available assistance including inventors\' groups and clinics and the services avfailable form professional advisors.
This document provides an introduction to various forms of intellectual property protection including patents, trademarks, industrial designs, copyrights, and trade secrets. It discusses what constitutes a patent, including the requirements that an invention be new, useful, patentable subject matter, and unobvious. The document outlines the patent application process and components. It provides examples of published patent applications and discusses drafting patent claims. Additionally, it suggests useful resources for intellectual property information and stresses the importance of developing an intellectual property strategy.
Intellectual Property: What is intellectual property, and why is it important? Mintz Levin
This document provides an overview of various forms of intellectual property including trademarks, copyrights, trade secrets, and patents. It discusses what each type of intellectual property protects, how to obtain protection, duration of protection, benefits of protection, and common issues to consider. The document covers topics such as trademark clearance searches, federal registration of trademarks and copyrights, requirements for patents including novelty and non-obviousness, international protection, and types of patent applications.
This document discusses freedom to operate (FTO) analysis, which provides a legal opinion on potential patent infringement for a new product. It outlines approaches to FTO including analysis of a product's components against third party intellectual property, and drafting an opinion on infringement likelihood. The document then discusses various strategies to obtain FTO, including licensing needed patents, modifying the product design, abandoning the project, or merging with other companies. It notes challenges for public sector institutions in planning early for FTO due to different priorities than private companies.
Rob McInnes, one of Australia's leading patent and technology licensing lawyers gives an overview of IP basics and recent developments aimed at startups.
This was presented in a recent workshop for the INCUBATE startups.
This document discusses intellectual property (IP) and its relationship to obtaining funding for emerging businesses. It outlines the importance of IP as a value asset that can help minimize investor risk and satisfy their need to see a unique value proposition, market opportunity, and exit strategy. The document provides examples of different types of IP like patents, trademarks, copyrights, and trade secrets. It also discusses strategies for companies to acquire, track, and protect their IP in order to strengthen their case for obtaining funding.
This document discusses different levels of IP strategies that organizations can adopt and provides examples. It begins by explaining why every organization needs an IP strategy to ensure freedom to operate, protect assets, manage employees, and compete effectively. It then outlines five levels of IP strategies from zero (no strategy) to five (visionary). Lower levels focus on defensive protection and cost control, while higher levels actively generate revenue from IP and integrate IP into corporate strategy. The document provides examples of different types of IP strategies organizations use and concludes with discussing tools for building flexible IP strategies.
An Invention Disclosure is a comprehensive formal business record of the invention seeking a patent grant. This represents the first recording of the invention including the relevant date, names of the inventors and scope of the invention.
The description of the invention in the disclosure must lay emphasis on the fulfilling of the requirements of patentability, such as novelty and non- obviousness of the invention. These criteria’s are to be met with in the invention disclosure whilst ensuring that the specifications are well-explained, such that a layman may reproduce or make use of the invention.
The document discusses common issues that arise when drafting and negotiating intellectual property (IP) license agreements. It addresses key terms that should be addressed in the license grant, including the parties, subject matter, scope of rights, territory, term, exclusivity, improvements, and assignment. Care must be taken to clearly and specifically define the rights being licensed to avoid ambiguity and conflict.
Freedom to operate (FTO) refers to the ability to develop and commercialize a product without infringing on the valid intellectual property rights of others. An FTO analysis should be conducted before launching a product to avoid the risk of litigation. The FTO analysis involves searching granted and active patents, patent applications under prosecution, and international patent applications that may enter national phase. Non-patent literature does not need to be searched for an FTO analysis.
Freedom to operate: Biosciences innovations and intellectual property manage...ILRI
The document discusses intellectual property (IP) issues related to agricultural biotechnology research and development. It outlines the major forms of IP protection such as patents, plant breeder's rights, material transfer agreements, and trade secrets. It emphasizes the importance of conducting freedom to operate analyses to identify any existing IP that may restrict the use of technologies in R&D. Proper IP management including licenses, cross-licensing, and strategic partnerships can enable access to proprietary technologies needed for agricultural innovation.
This document discusses intellectual property (IP) and strategies for commercial success through IP. It covers types of IP like patents, trademarks, and designs. It emphasizes developing an IP strategy aligned with business goals to maximize returns. The document also discusses obtaining tax relief for innovation through R&D tax credits and the new Patent Box, which allows companies to pay a lower tax rate on profits associated with patented products or services.
Patentability Search- Importance and How to Do Patentability SearchTT Consultants
This document discusses patentability searches and the process of conducting them. It covers the criteria for patentability, including novelty, non-obviousness, and usefulness. It describes what a patentability search involves, including searching patent and non-patent databases to determine if prior art exists that could prevent patenting an invention. It recommends conducting a patentability search early in the invention process to identify any relevant prior art and help guide research and development decisions.
The document discusses various tools and strategies for managing an intellectual property portfolio, including conducting a patent landscape analysis to understand competitors and technology trends, using innovation capture to document new ideas, performing IP health checks to ensure the portfolio remains aligned with the business, and exploring opportunities to commercialize unused patents or acquire new patents to strengthen coverage.
Mike is the co-founder and CEO of FreshBooks, planet earth's leading online invoicing and bookkeeping app for service oriented professionals, freelancers and teams. Mike built FreshBooks in 2003 for his design firm in order to scratch his own itch. Since launching in May 2004, FreshBooks has touched over 2,000,000 lives and Mike and his team dedicate themselves to being a great service for people who love their work, and want to focus on it instead of focusing on their paperwork.
Robert Deluce: Gaining altitude in turbulent times – a view from the cockpit ...MaRS Discovery District
Robert Deluce, President and CEO of Porter Airlines, leads an entrepreneurial team dedicated to restoring dignity to the regional air travel experience. This counter-intuitive approach is winning new fans every day as the airline continues adding destinations, aircraft and employees, while helping revitalize Billy Bishop Toronto City Airport as a vital downtown transportation hub. Mr. Deluce discusses Porter’s business strategy, its future plans and the competitive environment in this notoriously cutthroat industry.
Presentation by Bonnie L. Kuehl of Scientific Insights<br><br>
Part of the MaRS Entrepreneurship 101: Science and business do mix: success story event series: http://www.marsdd.com/ent101
An audio presentation accompanies this slide presentation and can be found, along with speaker bio at:
http://www.marsdd.com/servlets/sfs?t=/contentManager/onStory&e=UTF-8&i=1125077882365&l=0&s=UHB2h3H8tTaoRqP2&active=no&ParentID=1137614009189&sort=Price&StoryID=1158283060187
The document discusses collaborating with scientists and accessing resources at the National Institutes of Health (NIH). It provides an overview of NIH, describing it as the top biomedical research institution in the US with a 2005 budget of $28.6 billion. It notes that NIH aims to be fair and transparent in its processes, which are outlined on its extensive website. The document also states that NIH serves multiple stakeholders and acknowledges that, due to its size, complexity and specialized programs, NIH can be intimidating.
This document provides an overview of an introductory marketing lecture. It discusses key topics such as defining marketing and how it fits with business strategy, trendspotting, identifying market opportunities, innovation types, and creating customer value. The presentation emphasizes developing a value-driven strategy and positioning a product to meet primary customer benefits. It also covers segmentation, pricing, distribution partnerships, and lessons from successful marketing campaigns like ShamWow. The overall summary focuses on analyzing markets, understanding customer needs, and communicating clear product benefits.
Don Tapscott's New Solutions for a Connected Planet - MaRS Global LeadershipMaRS Discovery District
In this new age of networked intelligence, collaborative communities are enhancing and even bypassing crumbling institutions. We are innovating the way our financial institutions and governments operate; how we educate our children; how the healthcare, newspaper, and energy industries serve their customers; how we care for our neighbourhoods; and even how we solve global problems.
From his latest book, (co-author Anthony D. Williams) Macrowikinomics: New Solutions for a Connected Planet, Don Tapscott presents groundbreaking innovations from every corner of the globe: how businesses, organizations and individuals alike are using mass collaboration to revolutionize not only the way we work, but how we live, learn, create and care for each other.
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.
IP rights are an important class of intangible assets that can be assigned or licensed to generate revenue. Indeed, some companies do not make or sell products; their entire revenue is derived from the licensing of their patents. Suffice it to say, licensing revenue has become a significant source of value in the global intellectual property economy. This webinar will help you better understand the complex legal issues associated with IP transactions.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/buying-selling-ip-2020/
What is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problemWhat is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problemWhat is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a What is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problemWhat is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problem What is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problem What is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problem to a problemWhat is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problemWhat is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problemWhat is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problemWhat is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a What is a patent? A patent is an exclusive right granted for an invention. In other words, a patent is an exclusive right to a product or a process that generally provides a new way of doing something, or offers a new technical solution to a problemWhat is a patent? A patent is an exclusive right granted for an in
Buying & Selling IP (Series: Intellectual Property 201)Financial Poise
IP rights are an important class of intangible assets that can be assigned or licensed to generate revenue. Indeed, some companies do not make or sell products; their entire revenue is derived from the licensing of their patents. Suffice it to say, licensing revenue has become a significant source of value in the global intellectual property economy. This webinar will help you better understand the complex legal issues associated with IP transactions.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/buying-selling-ip-2021/
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.
Effective legal representation of innovators and inventors requires careful thought and consideration. Among other things, care must be taken to properly initiate communications, prepare assignments, and handle subsequent legal disputes. This webinar discusses common legal issues that often arise during the representation of innovators and inventors. It also includes valuable advice from both innovators/inventors and the IP attorneys who represent them.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/legal-issues-for-innovators-inventors-2020/
The document discusses the patent process for emerging companies. It describes the 8 main steps: 1) discovery of an invention, 2) documenting the discovery, 3) filing an invention disclosure, 4) discussion with a patent committee, 5) preparing a patent application, 6) filing the application, 7) review by a patent examiner, and 8) rebutting the examiner's position. It also covers key patent concepts like patentable subject matter, inventorship, and when to file a patent application.
Effective legal representation of innovators and inventors requires careful thought and consideration. Among other things, care must be taken to properly initiate communications, prepare assignments, and handle subsequent legal disputes. This webinar discusses common legal issues that often arise during the representation of innovators and inventors. It also includes valuable advice from both innovators/inventors and the IP attorneys who represent them.
Part of the webinar series: INTELLECTUAL PROPERTY 201 - 2022
See more at https://www.financialpoise.com/webinars/
The document discusses the top 3 traps that inventors often fall into: public disclosure, lack of prior art searching, and unclear patent ownership. It provides guidance on how to avoid these traps, such as using provisional patent applications before public disclosure to establish an early priority date; thoroughly searching prior art to assess patentability and freedom to operate; and using employment agreements, assignment agreements, and work-for-hire provisions to clearly establish ownership rights. The presentation emphasizes establishing clear ownership of intellectual property early in the invention and partnership process through upfront contracts.
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.
Intellectual Property for Accountants. This deck is the launch presentation for the Nicholas Weston White Paper, “Definitive Guide to Intellectual Property for Accountants” (2015 Edition) held at William Buck in Melbourne on 25 November 2014. The presentation deck is not intended as a substitute for the White Paper which contains sections on Protecting intangible assets, Patents, Trade Marks, Domain Names, Registered Designs, Copyright, Licensing and royalty rates, Valuing IP rights, Tax implications and benefits (including Capital gains tax (CGT) and Income tax, Trade mark taxation, Tax deductions, Withholding taxes, GST treatment, the R&D Tax Incentive, Stamp Duty in each State and Territory), the Personal Properties Securities Act 2009 (PPSA), using the Freedom of Information Act 1982 (FOI) in the context of IP, Details Oppositions, Appeals and Injunctions, and has some handy ATO References. It also contains a Test of your IP awareness and a summary with Four things to remember about IP for Accountants.
The event was attended by Directors, Associates and Senior Managers from all William Buck divisions - Audit, Business Advisory, Tax, Corporate Advisory, Wealth Advisory.
The document provides an introduction to patent law, including:
1) A patent is a legal document issued by a government that grants the right to prohibit others from making, using, or selling a claimed invention for a limited time in exchange for publicly disclosing the invention details.
2) The purpose of patent law is to promote science and useful arts by securing exclusive rights to authors and inventors for limited times.
3) Inventors seek patent protection for both offensive and defensive strategies related to investment, revenue, market protection, and preventing competitor patents.
Effective legal representation of innovators and inventors requires careful thought and consideration. Among other things, care must be taken to properly initiate communications, prepare assignments, and handle subsequent legal disputes. This webinar discusses common legal issues that often arise during the representation of innovators and inventors. It also includes valuable advice from both innovators/inventors and the IP attorneys who represent them.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/legal-issues-for-innovators-inventors-2021/
Patents and intellectual property patent disclosure.gidla vinay
This document provides an overview of the patent disclosure process. It discusses the different types of intellectual property including patents, trademarks, trade secrets, and copyrights. It then describes the steps to prepare a patent disclosure, including formulating a strategy, studying prior art, outlining claims, writing the specification, refining claims, and pursuing the application. Guidelines are provided for each step, with examples of patents and claims. The purpose is to educate about effectively obtaining patent protection for new inventions.
Intellectual Property Information for Postgraduate students by Philip Hoekstrapvhead123
The document discusses Research Contracts & Intellectual Property Services (RCIPS) at a university. It provides an overview of RCIPS, its organizational structure, and the various forms of intellectual property (IP) and methods of protecting IP. Key types of IP discussed include patents, trademarks, copyright, and designs. The document outlines the patenting process, costs involved, and how the university assists with patenting inventions by its researchers and post-graduates. Maintaining confidentiality during the patenting process is also addressed.
Patent Law in 2014: Act fast or get left behindsteve_ritchey
A presentation on patent law fundamentals, the changes caused resulting from the America Invents Act, other topical patent law issues such as new developments on patentable subject matter, appellate review of claim constructions, and best practices
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.
Similar to MaRS Best Practices: IP Best Practices for Life Sciences Companies - Victoria Heppell (20)
The document discusses cleantech investments and carbon dioxide levels in the atmosphere. It notes that while cleantech investments have generated bullish returns, carbon dioxide levels in the atmosphere have risen significantly to 396 parts per million, higher than the pre-industrial level of 280 parts per million. Although the cleantech sector is seeing investment success, carbon emissions continue to rise globally indicating that efforts to reduce fossil fuel usage still have a long way to go.
Supporting the commercialization of new energy technology by Kaliyur SridharanMaRS Discovery District
The document discusses the future of energy and smart grid opportunities. It outlines the core and emerging areas in power generation, transmission and distribution, and commercial, industrial, residential and community applications. These include generation optimization, renewable integration, microgrids, asset monitoring, smart meters, energy storage, cyber security, and demand response. The document also describes GE's innovation centers and Grid IQ center, which conduct research, development and testing to advance smart grid technologies and foster collaboration and innovation.
Supporting the commercialization of new energy technology by Celine BakMaRS Discovery District
The document analyzes the clean technology industry, noting that downstream sectors will see the most growth. It finds that the industry currently employs 44,000 Canadians and has significant potential for economic opportunity and exports, with revenues projected to grow to $60 billion and exports to $35-45 billion by 2020. The clean technology industry is globally competitive, with over half of some sectors' revenues coming from exports.
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The document discusses the results of a survey of customers. 52% of respondents had 1 complaint about a product or service, 29% had 2 complaints, 15% had 3 complaints, and 4% had 4 complaints. A separate survey found 55% of customers had 1 negative experience with a company, 21% had 2 negative experiences, 17% had 3 negative experiences, and 7% had 4 negative experiences.
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The document promotes Ontario's energy innovators and their big ideas to the world. It encourages Ontario's energy innovators to look for their next big idea and promotes taking those ideas global to have an impact on the world.
Smart Energy Networks allow for more efficient use of energy resources through various innovations:
- Energy exchanges between power grids and gas networks provide new flexibility by allowing power to be stored as gas and vice versa. This includes power-to-gas technologies like electrolyzers to convert excess renewable energy into hydrogen.
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Ravi Seethapathy gave a presentation at the MaRS Discovery District Future of Energy Summit in Toronto, Canada on June 8, 2012. The presentation was titled "Grid of the Future: Beyond Just Electricity" and discussed several futuristic concepts for electrical grids, including situational awareness beyond just electricity parameters, adaptive protection and controls to balance loads and renewable energy, and convergence of electricity and thermal systems. The presentation also covered future distribution systems incorporating distributed energy resources, electric vehicles, storage, and microgrids.
The document discusses the increasing amounts of renewable energy, particularly wind and solar, on electricity grids and the need for flexibility to integrate these variable resources. It outlines different generation sources and their relative flexibility. Areas of focus for integrating renewables include improved forecasting, visibility of distributed resources, and incorporating renewables into economic dispatch. Emerging sources of flexibility mentioned are energy storage, demand response, and smart grids.
Germany has ambitious renewable energy targets of 80% renewable generation by 2050 and 35% by 2020 to reduce greenhouse gas emissions and transition to a sustainable energy system. This has led to a large increase in distributed renewable generation, especially solar PV, connected to the distribution grid. This is challenging grid operators as renewable generation introduces high variability that must be balanced. Pilot projects are exploring solutions like smart metering, demand response, and energy storage to improve grid observability, balance generation and load, and maximize grid capacity utilization in adapting distribution grids to the energy transition.
The National Institute of Standards and Technology (NIST) coordinates the development of interoperability standards for the smart grid through the Smart Grid Interoperability Panel. NIST's Green Button initiative aims to empower consumers by giving them access to download their energy usage data in a standardized, machine-readable format from their utility website. This access to data is intended to spur innovation through third-party applications and services that help consumers understand and reduce their energy use. Over 10 million consumers now have access to their Green Button data with over 30 million expected to have access by 2013.
The document discusses the importance of protecting personal privacy in the development of smart grid technologies through an approach called "Privacy by Design". It advocates embedding privacy protections from the start of new projects rather than as an afterthought. Specifically, it argues that energy consumers should control information about their own energy usage even if not legally required to build confidence in smart grid systems.
The document discusses the importance of protecting personal privacy in the development of smart grid technologies through an approach called "Privacy by Design", which embeds privacy into new technologies from the initial design stage. It notes that gaining consumer trust will be essential for smart grid initiatives to succeed, as many consumers are currently wary about privacy risks, and outlines seven foundational principles of Privacy by Design.
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Some significant changes are on the way as a result of the last federal budget. See how these new rules could affect you!
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The report *State of D2C in India: A Logistics Update* talks about the evolving dynamics of the d2C landscape with a particular focus on how brands navigate the complexities of logistics. Third Party Logistics enablers emerge indispensable partners in facilitating the growth journey of D2C brands, offering cost-effective solutions tailored to their specific needs. As D2C brands continue to expand, they encounter heightened operational complexities with logistics standing out as a significant challenge. Logistics not only represents a substantial cost component for the brands but also directly influences the customer experience. Establishing efficient logistics operations while keeping costs low is therefore a crucial objective for brands. The report highlights how 3PLs are meeting the rising demands of D2C brands, supporting their expansion both online and offline, and paving the way for sustainable, scalable growth in this fast-paced market.
𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
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50 million companies worldwide leverage WhatsApp as a key marketing channel. You may have considered adding it to your marketing mix, or probably already driving impressive conversions with WhatsApp.
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We take a look at everything that you need to know in order to deploy effective WhatsApp marketing strategies, and integrate it with your buyer journey in HubSpot. From technical requirements to innovative campaign strategies, to advanced campaign reporting - we discuss all that and more, to leverage WhatsApp for maximum impact. Check out more details about the event here https://events.hubspot.com/events/details/hubspot-new-delhi-presents-unlocking-whatsapp-marketing-with-hubspot-integrating-messaging-into-your-marketing-strategy/
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3. Introductory Remarks
An IP portfolio can be used in a variety of ways
to provide a tangible asset for a company.
To be able to use your IP portfolio to carve out a
niche, generate profit through royalties, or to
attract potential investors, the patents must be
well supported, provide coverage for any current
or future commercial product/process and
preferably also provide broad coverage.
3
4. What Is Intellectual Property ?
• Patent
• Trademark
• Copyright
• Industrial Designs
• Trade Secret
4
5. Patents
• Provides the right to exclude others from
making, using, and selling a product or process
during the term of the patent
• In exchange for a fully enabling disclosure of the
“best mode” of practicing the invention
• Term of the issued patent is 20 years from date
of filing
• Patent rights are territorial
• An issued patent does not necessarily grant you
the right to practice your invention
5
6. Why Patent?
Patents may be used to generate value for a company
• Competitive advantage to prevent copying – gain market share
• Blocking patents as barrier to market entry - force competitors
from market
• Generate income via royalty stream
• Attract investment – increase value of a company
• Negotiating for possible cross-licensing
6
7. Value of IP Portfolio
A viable start-up company usually has a small niche
where they excel at a certain technology e. g. small
molecules, medical devices.
Companies, usually start-up companies, adopt a
strategy to use their IP as a tangible asset for
evaluation to investors or purchasers for a potential
acquisition.
Patents therefore form a large part of the value of the
company.
7
8. Deciding What to Patent
As a business asset, value depends on other
factors beyond simply technical merit:
• Is it so novel that broad claims are likely to issue?
• Can you block others - effectively preclude others
from copying?
• Is it difficult for competitors to “design around”?
• Can infringement be easily detected?
8
9. Filing Strategy – what to think about
Value = Validity + Scope of Claims
• Business Plan
• Vendible Product
• Claim Scope
• Market Analysis
• Patentability Analysis
• Ownership
9
10. What is Involved?
• Information gathering
• Public disclosure?
• Determine inventorship
• Understand the invention
• Drafting the patent application
• Prosecution of the application
10
11. Determine Inventorship
• Who contributed to the subject matter of the claims ?
• What is their relationship with the company/
institution, e.g. employee, contractor
• When was the invention created?
• Joint inventors – anyone who contributed to at least
one claim
• Naming the correct inventors is important – a patent
that fails to identify the true inventors may be held
invalid and unenforceable
11
12. Ownership
Increased value when IP is owned by a single entity
Employment Agreements/Contracts in place before IP is
generated
Assignment Agreements when research is done by third
party
Joint Collaborations – IP considerations
Grants/funding for research – IP ownership by others
• All ownership of IP should be determined before the
research is conducted and before patents are filed.
12
13. Be Aware of Potential “Bars” to Patenting
• Public disclosure (e.g. publication, poster at a
conference), public use or offer for sale may be a bar to
obtaining a patent
• 1 -year grace period in US; Europe and most other
jurisdictions require absolute novelty
• Any of “bar” actions start the clock ticking
• Use Non-Disclosure Agreements with appropriate
description
• Using NDAs also avoids the potential for the other party
filing for a patent on the same or similar ideas
• File the patent application early, if possible
13
14. Patentability Analysis – should you spend the money ?
• Identification of potential novelty and inventiveness
• Areas for investment of R&D
• Identification of competing technology
• Patents that need to be circumvented
• Identification of possible collaborations/partners
• Identification of possible license/cross-license options
14
15. Prior Art Searching?
• No duty to search for prior art
• But must disclose relevant prior art of which you
are aware
• Searching patent publications prior art may have
implications related to willful infringement for
patents found, since considered “on notice”
15
16. Drafting the Patent Application
• Understand the invention both technically and in its
commercial context
• Prepare a sufficient and enabling disclosure; beware
of discussing the prior art
• Provide claims of varying scope; less vulnerable to
prior art cited during prosecution and even after
issuance, and thereby highly enforceable
• The claims of the issued patent define the legally
enforceable scope of the patentee’s rights
• Draft different types of claims (product, i.e.
compound, medical device, method, use) as
appropriate to the invention
16
17. Obtaining the Desired Claim Scope
• What is the vendible product?
Support in the patent for the product itself, examples of
synthesis of compounds, in vitro data, clinical trials, etc.
• What are the variants?
When possible, allow some time to research variants of the
product so that the scope of the patent specification can be
expanded.
• What are your competitors doing?
Ideally, the claims should both protect your product and
exclude your competitors from working around the patent. This
requires an expanded patent specification support by research.
• What is your niche?
Do the claims of your patent build on your portfolio to carve out
a niche?
17
19. Scope of coverage - example
Broad Scope
Narrowing Scope for Group A
Narrowing Scope for Groups A, X, Y, W, R4
19
20. Obtaining Desired Claim Scope
Filing of a full and complete disclosure
• You can only get protection for what you have done and shown in the
description and what you can soundly predict based on what you have
done.
• Disclosure of all contemplations of the invention.
• Demonstration of utility through test results whenever possible.
• Carrying out the right tests and trials to ensure broad coverage in the
patent.
Lack of full disclosure can lead to unduly narrow claims and
possible invalidity of the patent.
20
21. First Filing
• Typically, Canadians file first in US, many investors
show preference to US filings
• Can file a Provisional application for lower fees while
preserving early “priority date”; convert to Regular
application within next 12 months; delays
examination, however:
• The Specification of the Provisional application as filed must
provide support for claims once converted
21
22. Patent Applications – options for filing
• U.S. Provisional Application
To be filed when a disclosure is imminent
Should be as detailed as possible or priority claim may be invalid
Avoid unless necessary due to budget and publication constraints
• PCT (Patent Cooperation Treaty) Application
International Application holding a filing date and place in nearly every
country in the world
30 month deadline for selecting jurisdictions in which to obtain protection
Search Report and Written Opinion/Report on Patentability issued
• European Application
Single Examination for EU Member Countries
Validation in selected jurisdictions
22
23. Prosecution
• A well prepared specification and claims can
make prosecution “cleaner” which can reduce
costs
• Be aware of File Wrapper Estoppel in US
• Duty of candor in US applies during entire
pendency of application
23
24. Scope of Protection in all jurisdictions
Market Analysis
Value is increased if protection is obtained in all relevant
jurisdictions
• Where is the market for the product?
• 20 year term
• Look to future markets and growing economies
• Where is the product manufactured?
• Prevent manufacture of product by others in strategic locations
• Import/Export Regulations
• Where are my competitors? Where is the R&D market?
• Which jurisdictions are more patent friendly?
• Importation
• Policing
• Litigation/Damages
24
25. Scope of Protection
Consumer Markets
• USA High Population, Disposable Income, Quality of Living
• Europe High Population, Disposable Income, Quality of Living
• Canada Disposable Income, Quality of Living
• Japan Disposable Income, Quality of Living
• China Highest Population, Increasing Disposable Income
Producer Markets
• China Low cost manufacturing
Competitors
• Russia/Eurasia Advanced Education, Natural resources
• Australia Advanced Education, Natural resources
Enforcement
• China Emerging policing and government backing regarding
enforcement
25
26. Post-Filing Considerations
• Event Timeline – for research and funding
• Maximizing Niche Protection – cover your
products
• Maximizing Maneuverability
• Freedom-to-Operate
26
27. Post-Filing Timeline
First application filed
12 Months – PCT Application/Regular Application
18 Months – Publication of First application
30 Months – National Phase Entry of PCT Application
27
28. Post-Filing Strategy
Timeline for selecting jurisdictions:
• 1 year from priority date – regular filed application
• 30 months from priority date – PCT application
Delay in time allows for:
• Funding
• Research/Test Results
• Partnering/Selling
28
29. Maneuverability - Pending Applications
• Pending applications allows for amendment to scope of
claims, providing support in application as filed
• Ability to amend claim scope may capture changes in
research and/or product development
When looking to use IP to increase value for acquisition,
keep patent applications pending as long as possible.
Allows for new owner/licensee to amend the claim scope
of the pending application. Amending claims of allowed
patent much more difficult and restricted.
29
30. U.S. Strategy
• Consider continuation practice
• Obtain allowed claims to narrow scope and then file
continuation patent directed to broader claim scope.
• Pending application provides for possible adjustment to the
claims based on actions of competitors.
• Terminal Disclaimers/Double Patenting.
• Continuation-in-Part Applications for improvements.
30
31. Canadian Strategy
• No Continuation practice.
• No Terminal Disclaimers.
• Voluntary Divisional applications for broader
claims likely to invalidate divisional and even the
parent on grounds of double patenting.
• Forced Divisional applications.
• 5 year delay for requesting examination.
• 2 year backlog at Patent Office.
• Amendment after allowance.
• Reissue – 4 year deadline.
31
32. Improvements
• Expand IP niche by filing patent applications protecting related
subject matter to fence out a greater area of protection.
• Forces competitors to deal with a larger number of patents
during licensing or possible litigation.
• Parent application publishes 18 months after priority date.
• If claiming priority to parent application subsequent application
must be filed within 12 months.
• If possible, file improvement patents before parent application
publishes although it shortens extension of protection.
• If improvement applications filed after parent publishes the
parent application may be cited against the improvement patent
during prosecution in rendering the improvement obvious.
32
33. Freedom to Operate
• Issue of a patent does not grant you the right to sell the product
without potentially infringing another patent.
• A patent issued on an improved device requires the licensing of
the patent on the original device before sale of the improvement
may be made.
• A Freedom-to-Operate opinion is jurisdictional whereas a
patentability opinion is based on references published
worldwide.
• Potential for cross-licensing.
33
34. Final Comments
In view of the many pitfalls resulting in weak or invalid patents
it is extremely important to invest in IP counsel as early as
possible. Direction of research should be monitored and IP
tailored to obtain a broad portfolio with strong patent
protection.
Investment made early in IP can save money and time in the
long run and add value to your portfolio.
34
35. Thank You
Victoria Heppell
Patent Agent
Tel: 416 862 4312
Email: victoria.heppell@gowlings.com
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