Mapping Technology and IPR Landscapes to Identify … - IPR.pdf · Territoriality principle...

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Demo Mapping Technology and IPR Landscapes to Identify Business Opportunities and Legal Research ELAN Technical Mission, 5-9 September 2016, Helsinki CEO Hannes Toivanen Teqmine Analytics Oy Email. [email protected]                                       

Transcript of Mapping Technology and IPR Landscapes to Identify … - IPR.pdf · Territoriality principle...

Demo

Mapping Technology and IPR Landscapes to Identify Business Opportunities and Legal Research

ELAN Technical Mission, 5-9 September 2016, Helsinki

CEO Hannes ToivanenTeqmine Analytics OyEmail. [email protected]                                       

Patenting and Invention is Growing Rapidly

• 3 million patents  per year 

world wide 2015 

• Global patenting: 80% 

growth  in 2004­14

• 2014: 2830 firms with 10 or 

more new patent 

publications at WIPO

• About 15,000 new  to the world 

inventions every week world­

wide

• OBJECTIVE: – Simplify and automate patent monitoring

– Secure up­to­date  identification of relevant patent risks and threats

– Reduce staff work­load

– Improve the quality of outcome from patent monitoring effort

• OUTCOMES:– Credible and documented electronic patent 

monitor archive 

– Significant reduction in redundant work of staff

– Clear overview of patent situation and technology landscaape

PATENT MONITORING

• Improved Risk Management.  Identify and act 

timely on problematic patents. Demonstrate that 

your products and patents are non­infringing

• Improve Company Value. Show evidence about 

the novelty of your technology area and document 

the importance of your patents

• Ready For Investor and M&A. Ready and credible 

patent monitoring dossier will cut DD short

• Save and Make Money. Identify non­performing 

patents and stop maintenance. Identify out­

licensing opportunities

BENEFITS

DON'T REINVENT THE WHEEL!

• Early­Stage Invention Decision Support 

Screen invention disclosures, research articles, 

any invention text that needs patent landscape

• Identify rate of relevant patenting, competitors 

and important prior­art

• Improve credibility, speed and cost­efficiency 

of invention screening

• Proper feed­back to inventors

• Effective Technology 

Scanning

• Easy overview of competitor 

portfolios

• Zoom and Archive  individual 

patents

• Ready reports

• Custom analysis

• Monthly Updates 

• Don't follow uninteresting 

stuff!

• Customized technology levels  

or AI created topics

Industry Benchmarks

See Key Issues easily!

EPO Patents 1.1.2011­31.7.2016

Why patent and technology landscapes?

Independent expert evaluation of your risk and strategic environment  to support business development

Comprehensive map and details on Emerging Trends, Business Dynamics 

Decision­Support Data, including Freedom­To­Operate, Competition, Expected Rate of Patenting, and other critical business intelligence.

Convince investors, your management or yourself with accurate and precise analytics

Data and Evidence:

• Technology Trends. How big key technology 

areas are and what is expected rate of patenting.

• Key patents. List of patents that matter 

especially much to your technology and 

business.

• Key competitors. Translation, input 

suggestions, see also previous

• Data and Statistics. Consolidated evidence on 

sources of new technology by country, city, 

leading inventors, etc.

• Tools. Access and work with your map on­line 

• Visualization. Show where your patents are 

located and see where the competit ion is.

Machine Learning Patent Map

Topic 7

Teqmine tools allow you to 

discover and document key 

patenting areas and technology 

trends clearly

Machine Learning Patent MapPosition Medical Machine Learning Patents

Machine Learning for C­Hepatitis, 2016

Physiological Monitoring Devices and 

Methods Using Optical Sensors, 2016

System and Method For Identity 

Confirmation Using Physiologic 

Biometrics to Determine A Physiologic 

Fingerprint, 2016

Teqmine tools allow you to 

illustrate the position of your 

undisclosed inventions and 

patents, and compare to 

competitors

Machine Learning Technology Trend 1990­2016

• *Teqmine Estimate based on current expected patenting rate• Note: Data includes Grants 1990­2001, Applications 2001­2015

Machine Learning is rapidly expanding technology and growth is likely to increase

Machine Learning Technology Trends by Topic 2002­2016

*three months of data

Topic 1 – Sensors, IoT

Topic 2 – Classification

Topic 7 – Medical analysis

Topic 8 – Query & Search

Machine LearningMain Technology Areas

Teqmine uses AI to divide full­text patents into easily recognized technology areas (topics)

Machine Learning data is broken into 10 Topic Areas

Unsupervised discovery can be enhanced with trained classification, e.g. IPC classes or expert evaluation

Innovation frontier is migrating from data science to business and application areas

Key Technology Areas for ML are:• Query technology. Databases, cognitivie 

data, information retrieval, learning

• Classification. Meta­data generation, training. See also previous

• Text processing. Translation, input suggestions, see also previous

• Sensors.  In­/output, data­processing, smart systems, traffic, IoT.

• Image/s. Detection, recognition classification, meta­data

• Location based services. Navigation , Mapping, geo­tagging, etc. 

• Medical analytics. Patient treatment, public health models, analytic processes, predictive diagnostics

• Emerging areas: Fintech, Vehicles 

Territoriality of IPRs, protecting your assets when moving your business abroad

Philippe Pépin Chief operating officer

Title Objective Territoriality Acquisition Exploitation Enforcement Source

To introduce entrepreneurs to the right mindset in designing their intellectual property strategy at the early stage of their

business planning.

Today’s objective

Objective Territoriality Acquisition Exploitation Enforcement Source

Territoriality

Territoriality and harmonization

Acquisition

Protection

Enforcement

AAcquisition

Protection

Enforcement

B

Territoriality Acquisition Exploitation Enforcement Source

AcquisitionWhen and where to apply?

Knowing what you own. Registered and unregistered rights.

Prioritization Planification

Trademarks - Signification - Translations

Patents - Delays - National

requirement

Prevention

Acquisition Exploitation Enforcement Source

Exploitation

Licensing IPR TransferNew registrations

Adopting the right attitude in minimizing risks Knowing when to outsource

Exploitation Enforcement Source

Enforcement

Aggressive Passive

Respecting the local legal culture

Enforcement Source

Content source

IPpedia.eu Intellectual property strategy for startups

Sponsors

Protecting your Inventions Abroad: Understanding the IP Landscape of Latin America

Eli Salis

7 September 2016

Helpdesk Services at a Glance

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Enquiry Helpline

IP Guides, Factsheets &

article

E-learning & Business Tools

Training Workshops & Live Webinars Website & Blog

Today’s Speaker

Name: Eli Salis Firm: Disain IP Location: Alicante, Spain Email: [email protected]

Mr. Eli Salis is Partner attorney at Disain IP (Alicante, Spain) and focuses on Intellectual Property, in particular, with the protection, prosecution and enforcement regarding trademarks, patents, designs and copyrights. He has s graduated from the National University of Litoral, Santa Fe (Argentina) and has a Master Degree on IP from the University of Alicante. He represents international and medium sized companies in proceedings before National Offices of Patents and Trademarks. He also has extensive experience in managing and coordinating the prosecution and enforcement of IP matters across the Europe and Latin America regions.

Eli is author of several publications on IP matters and lectures at different Universities in Europe and Latin America. He also provides consulting services to the World Intellectual Property Organization (WIPO).

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Agenda

• How can I protect my Inventions?

• Requirements to protect an invention

• Where I need to register?

• Experiences. Practical cases

• Technology transfer

• Enforcement

• Strengths & Weaknesses of the Patent System in Latin America

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How can I protect my Inventions?

How can I protect my Inventions?

Patents Utility Models

If your company has an invention that you think is patentable, take steps at once. You may lose your right to patent it if you offer it for sale or disclose it publicly without patent protection.

Inventions: what do you need to know?

• Which kind of Inventions can be protected?

Utility Models, are ‘petty patents’, such as new devices that provide an improvement, or technical effect in the function of an object.

Process Application Product Process Application

Utility Model

• A utility model is an exclusive right granted for an invention, which allows the right holder to prevent others from commercially using the protected invention, without his authorization, for a limited period of time.

• Sometimes referred to as “petty patents”.

Differences between Utility Models and Patents

Examination Requirements Technology to protect

Term of protection

Costs

Other IPR needed for exploitation

Designs Trade

Secrets Trademarks

When can I start exploiting my invention?

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Requirements to protect an invention

Requirements to protect an invention

Novelty Inventive step

Industrial applicability Sufficient disclosure of

the invention in the application

Patentability Requirements

Novelty

• An invention shall be considered to be new if it does not form part of the state of the art.

• The state of the art shall be held to comprise everything made available to the public by means of a written or oral description, by use, or in any other way, before the date of filing of the patent application in any part of the world.

Territoriality Principle and worldwide state of the art

Novelty is assessed on a

worldwide basis

Inventor enjoys his monopoly in the

country covered by the patent

Practical case

Disclosure effect: exceptions

• Grace period in most of the Latin America countries.

• Evident abuse in relation to the applicant.

• International exhibition. Documentation required.

Be prepared to establish the novelty of your idea. Keep good records of its development-including dates, drawings, etc.- and round up witnesses.

Second (or further) medical use of known pharmaceutical products

• Where a substance or composition is already known to have been used in a "first medical use", it may still be patentable for any second or further use in a method, provided that said use is novel and inventive.

• Legal status in Latin America countries: permitted in Mexico, Chile and Brazil and no permitted in Argentina and Perú.

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Where I need to register?

Where I need to register?

• The exclusive rights are only applicable in the country or region in which a patent has been filed and granted in accordance with the law of that country or region.

• Priority right (Paris Convention): 12 months from the date of priority.

Where I need to register? Territoriality principle

National Patent

In general, an application filed before your National Patent Office (NPO) must be accompanied by:

• A specification containing a detailed description of the invention;

• One or more claims;

• Any drawings referred to in the description or claims and an abstract;

• The required filing fee.

International Registration

By filing an International application, patent protection can be obtained in each designated states amongst 150 worldwide. PCT applications may be submitted:

• To your NPO; or

• To the WIPO.

“First to file” system

Some common aspects. Prosecution.

Application Formal

Examination Publication/ Oppositions

Substantive Examination

Registration

National Patent Offices: Some aspects about prosecution

Time for getting a patent

Costs PoA Appeal Opposition Duration

Argentina 3 / 9 yeas 2000 / 8000

Yes* Yes. Before the Ordinary Courts

Yes (60 days) 20 years

Brazil 5 years 7000 / 10000

Yes Yes. Before the Ordinary Courts

yes (six months after registration)

20 years

Colombia 2/3 years 2000 / 6000

Yes

Yes. Before National Patent Office and the

Ordinary Courts

Yes (60 days)

20 years

México 3 / 4 years

4000 Yes Yes. Before the Ordinary Courts

No. But observations

allowed 20 years

Peru 3.5 / 5 years

2500 Yes

Yes. Before National Patent Office and the

Ordinary Courts

Yes (60 days)

20 years

Is it possible to extend the term of patent protection?

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Experiences. Practical cases

Experiences. Filing a patent application in Argentina, Brazil, Colombia, Mexico and Peru

• French company applied for a patent application in the five countries through the PCT system (except in Argentina). • In Brazil is still pending. • In Argentina and Mexico is granted. • In Colombia, beside the parent patent application, there is an application for a divisional. Both are rejected. While the first one is appealed; in the second case is the own Patent Office which decided to reexamine the application. • In Peru, both the parent application and the divisional are granted.

Experiences. Collaboration with a Colombian University.

• A group of Spanish

companies who trade mineral water are interested in a new technology protected by some researchers of a Colombian University through a national patent and a PCT application. • The International Search Report considers that claims 21, 22 and 23 are new and have inventive step. However, claims 1 to 20 do not comply with the inventive step requirement.

• A depth analysis shows that with the participation of the inventors, some claims could be protected. • And the technology could be used not only for bottles but also for cosmetics packaging. • Main problems raised during negotiations. Which are the recommendations?

Experiences. Access to a new technology developed by a Mexican company.

• Multinational Spanish

company from the petrol sector and a private Mexican company signed a Collaboration Agreement. • The object of the Agreement is the creation of a new company who will develop and trade a new system of energy storage. • The Mexican company will provide the know-how over the technology and the Spanish company will make a monetary contribution.

The Spanish company ask for a report which answer to the following aspects: • Determine the concept, features and scope of the Know-how. • Analysis of the measures of protection of the Know-how. Conclusions: ownership of the technology, IP rights and chances of success in case of claims from third parties.

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Technology transfer

Government Control of Licensing Agreements

• In many developing countries, the inflow of technology

is subject to a variety of controls as a means of ensuring

that contracts concerning transfer of technology are

consistent with the economic aims of the government.

• In some countries, these controls are part of a more

comprehensive system of laws dealing with foreign

investment in the country.

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Enforcement

Concerns about enforcement

• For obtaining a preliminary injunction a preliminary

assessment of the validity of the patent should be

done.

• Lack of Court´s awareness of IP in Criminal Courts.

• Delays in proceedings and low damages in Civil

Courts.

• Limited scope of border measures (in some

countries only for trademark and copyright).

• No protection of confidentiality in trade secret-

related proceedings.

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Strengths & Weaknesses of the Patent System in Latin America

Strengths & Weaknesses of the Patent System in Latin America

Law Perspective

Enforcement

Not all countries

are member of

the PCT

Backlog at certain Patent Offices

Thank You for Your Attention

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