Monday, May 24 - Friday, May 28, 2021
Join us VIRTUALLY – All access is through the Meeting App via web browser or Smartphone
8:00 am Social Hour 9:15 am Welcoming Remarks 9:30 am Resistance Isn’t Futile: a Searcher's Experience of EPO Oppositions
Robert Austin (Unilever PLC, Unilever Patent Group)
10:05 am "Not Invented Here". Some Challenges in Identifying the Origin of Innovation from Patent Priority Data.
Stephen Adams (Magister Ltd.)
10:40 am Product Review: Clarivate 10:45 am Product Review: STN 10:50 am Break 11:00 am Evolving Patent Strategies in the Age of Software & Digital Revolution
Debra L Banville (DLBanville LLC)
11:35 am Unlocking the Potential of IP: Charting a New Direction for IP Intelligence
Rupert Mayer (Clarivate)
Paul Torpey (Clarivate)
12:05 pm Product Review: IFI Claims 12:10 pm Product Review: BizInt 12:15 pm Lunch 12:45 pm Dedicated Vendor Time 1:45 pm COVID-19 Vaccines in Context: a Look at the mRNA Technology IP Landscape
Matt Eberle (BizInt)
2:15 pm Stu Kaback Award, Brian Stockdale Award, and PIUG Service Awards 3:00 pm Product Review: Ambercite 3:05 pm Product Review: EPO 3:10 pm Product Review: Relativity 3:15 pm Break 3:25 pm Minimizing Patent Search Infodemics
Yateen Pargaonkar (Abbott Laboratories)
Edlyn Simmons (Simmons Patent Information Service, LLC)
4:00 pm Best Practices for Reporting on Patent Information from a Patent Attorney Perspective
Susanne Hantos Davies Collison Cave Pty Ltd)
4:35 pm Social Hour 8:00 am Social Hour 9:15 am Welcoming Remarks 9:30 am Finding the Right Balance – a Managers Perspective
Fiona Graves (Pfizer)
10:15 am Growing Transparency of Examination in the PCT National Phases
Lutz Mailänder (World Intellectual Property Organization)
10:50 am Product Review: Questel 10:55 am Product Review: Minesoft 11:00 am Break 11:10 am Improving Patent Analytics Using Machine Learning Technologies and Introducing ML4Patents.com
Tony Trippe (Patinformatics, LLC / ML4Patents.com)
11:45 am Patent Status Fields in CAplus and INPADOCDB/INPAFAMDB on STN
Jim Brown (FIZ Karlsruhe)
Paul Peters (CAS )
12:15 pm Product Review: PatSnap 12:20 pm Product Review: WIPO 12:25 pm Lunch 12:45 pm Dedicated Vendor Time 1:15 pm IFI CLAIMS Direct– The Platform for Data Integration and Product Innovation
Mike Baycroft (IFI CLAIMS Patent Services)
1:45 pm Finding Needles in the Haystack: Identifying Valuable Assets Using Citation Analyses
Kevin J. Hess (HTS LLC)
2:20 pm Break 2:30 pm PIUG Education and Training Committee 2:40 pm Reviewing the Patent-Extracted Chemistry “Big Bang” in PubChem
Chris Southan (TW2Informatics)
3:15 pm Searching for Unconventional Prior Art Necessitates Unconventional Techniques
Ron Kaminecki (Kaminecki IP LLC)
3:45 pm Conference Wrap-Up 4:00 pm Social Hour 8:00 am Social Hour 9:15 am Welcoming Remarks 9:30 am Fighting Coronavirus with Patent Information
Geert Boedt (European Patent Office)
10:05 am Early Disclosures of Biosequences Related to SARS-Cov-2 Biology and Covid-19 Medical Management in Patent Literature
Luca Falciola (Scibilis Consulting Services SRL)
10:40 am Product Review: GenomeQuest 10:45 am Product Review: Clarivate 10:50 am Break 11:00 am Chimeric Antigen Receptor Immunotherapy – Beyond T-cell
Dominique Manu (European Patent Office)
Björn Jürgens (Innovation and Development Agency of Andalusia)
Nigel Clarke (Independent Consultant)
11:35 am Preparing Reports for Off-Patent Legal Analysis: an Example with CDRs
Steve Allen (Aptean GenomeQuest)
11:55 am Product Review: STN 12:00 pm Product Review: IFI Claims 12:05 pm Product Review: BizInt 12:10 pm Lunch 12:30 pm Dedicated Vendor Time 1:00 pm Identifying the Key Patents in Cancer Immunotherapy with Unique Patent Search Strategy
Dr. Sarbani Chattopadhyay (Consultant, LexisNexis PatentSight)
1:35 pm Using KNIME for Mining and Combining Scientific and Patent Data for Insights: RNA Examples
Anne Marie Clark (CAS IP Services)
Matthew McBride (CAS)
2:10 pm Break 2:25 pm USPTO’s Efforts Related to ST.26
Stefanos Karmis (United States Patent and Trademark Office)
Kathleen Kalafus (United States Patent and Trademark Office)
2:55 pm Panel Discussion: The Challenges and Opportunities of Working Remotely
Andrea Davis (Bodkin IP)
Rosanna Lindquist (The Hershey Company)
Greg Roland (Novartis)
3:45 pm Biotech Wrap-Up 3:55 pm Social Hour
- All times are Eastern Time EST/EDT (GMT/UTC−5,GMT/UTC−4)
- This information is subject to change, due to circumstances beyond our control
Innovation is at the heart of Unilever’s ambition to grow sustainably. Science, technology and product development are central to our plans to keep providing consumers with great brands that improve their lives while having a positive impact on the environment and society. Working as either Opponent or Proprietor in ongoing opposition proceedings at the European Patent Office, is an important part of the day-to-day efforts of the Unilever Patent Group supporting these plans and helping to maximise the potential of the company’s R&D investments. In this talk I will highlight the key role of Patent Information Analysts, supporting our Patent Attorneys in their work protecting Unilever brands during opposition proceedings. I will include a few facts, figures and search tips, and hopefully provide a little evidence that Resistance isn’t always futile.
Robert Austin joined Unilever as a Patent Information Analyst in 2016. In this role he supports the work of Unilever Patent Group Attorneys, conducting a variety of patentability, freedom-to-operate, opposition, and other related searches. Rob previously worked for 15 years at STN/FIZ Karlsruhe, in marketing, sales and customer training, with particular focus on the Derwent World Patents Index (DWPI) and Chemical Abstracts databases on STN. He was also co-creator of the USPTO Genetic Sequence Database, USGENE, along with Martin Goffman CEO of the SequenceBase Corporation (now Clarivate Analytics). Prior to his time at FIZ Karlsruhe, Rob worked for Derwent Information (Clarivate Analytics) in successive roles as a patent indexer, customer trainer, and ultimately DWPI Database Product Manager.
Many statistical studies of bibliographic patent literature include an analysis of priority country, as a standard ranking parameter. The usefulness of such an analysis is predicated upon the assumption that these data are a key to the geographic origin of the relevant research and development activities. In some cases, national “innovation league tables” are compiled using such information, which purport to show “world-leading” economies. We will consider the impact of national foreign-filing policies, specific bilateral agreements to recognise priority, filing at regional patenting authorities and under the PCT, and standards for recording priority data which will enter our search databases.
Stephen Adams is the managing director of Magister Ltd., a UK-based consultancy specialising in patents information. Mr. Adams is a Qualified Patent Information Professional (number 20190044100092) and holds a B.Sc. in chemistry from the University of Bristol and an M.Sc. in Information Science from City University, London, as well as professional membership of the UK’s Chartered Institute of Library and Information Professionals (CILIP). He has been the representative for UK user groups on the information sub-committee of the Standing Advisory Committee to the EPO (SACEPO/PDI) for many years, as well as contributing to the work of the Committee on WIPO Standards (CWS) on behalf of the PIUG. He is the author of three editions of “Information Sources in Patents”, the most recent being published in September 2020 by Walter de Gruyter KG. He received the IPI Award in 2012 for outstanding contribution to patent information.
Warren Buffett coined the term “Economic Moat” to describe the competitive advantage one company has over other companies within a given industry. In 2018, Elon Musk criticized Warren’s “economic moats” strategy as defensive, saying the “pace of innovation” is more important. I believe the “truth is in the middle.” Any good business strategy requires a defense (a moat) and an offense (innovation) if you want to play the “long game.” Patent analysis is increasingly demanding an understanding of the larger evolving business context and our ability to articulate this context. My presentation will look at the more holistic business-IP frameworks and provide illustrative examples.
Debra is a Business specialist and consultant. She focuses on helping large and small businesses create actionable insights across various technology areas from biobased to electronics/materials and digital IoT. Building on previous R&D experience at AstraZeneca as a PI and Information Scientist, Debra created an insight generation platform at DuPont. She has numerous scientific publications and a passion for digital technology business modeling. Her credentials include PMP (PMI.org) and Competitive Intelligence Professional (CIP, Fuld-Gilad-Herring), training in Business Model Innovation (BMILabs.com), a B.A. in Chemistry from Brandeis University, a Ph.D. in Chemistry from Emory University, and a Postdoctorate in Biomedical Research at the University of California at San Francisco’s School of Pharmacy.
Biography - Rupert Mayer
Lifelong entrepreneur and founder of IPfolio, the next-generation Intellectual Property Management solution built on the Salesforce.com platform. Mayer led IPfolio into the 1000 fastest-growing private companies in the U.S. and on that journey got to work with many of the world's most innovative companies in Silicon Valley and beyond. After going through 3 mergers in 2 years, Mayer now has the opportunity to reshape the IP industry and help the world innovate faster as a member of the product leadership team at Clarivate.
Biography - Paul Torpey
Paul Torpey has been with the Clarivate Analytics business for more than 15 years and has held several roles across the organization. In his current role as Director of Product Management, Paul is directly responsible for managing the product life cycle for Derwent Innovation, including the product roadmap.
Our COVID-19 vaccine dashboard aims to place COVID-19 vaccines in context. The primary visualization is a bullseye plotting the movement of vaccinations from initial clinical trials to authorization. Dividing the vaccines by technology allows for comparison. Are the majority of vaccines in clinical trials using the same type of technology as the authorized vaccines? We can also build a piano chart with the same data, which allows us to include additional information. The piano included in our dashboard adds country for highest phase. In order to focus on the critical element of time, we built a timeline of trials for key vaccines, initially aimed at understanding when a vaccine might be available. The dashboard visualizations look at COVID-19 vaccines overall. With two of the first approved vaccines being RNA vaccines, can we look to IP to see why? We'll use the same data-driven visualization approach that we used with the broader dashboard to focus on a single vaccine technology.
Following over ten years of experience at Wyeth, Pfizer and Sunovion as a Senior Information Scientist and Pharmaceutical Information Analyst, since 2013 Matt has helped BizInt customers use the BizInt Smart Charts and VantagePoint tools to create new solutions to address their challenges and problems. Matt lives outside Boston, MA.
An “infodemic” is defined as an excessive amount of information concerning a problem such that the solution is made more difficult. For patent search results, infodemics can refer to either a large quantity of irrelevant records or missing many important records. Knowing how to turn voluminous patent data to usable and reliable patent intelligence is not easy and it can lead to patent search infodemics. Democratization of patent search tools with access to patent data has raised the expectation that at least preliminary patent searching can be done by anyone. If executed correctly, conventional boolean and/or newer AI augmented patent searching can generate a triage of patents of interest. However, minor differences in choice of keywords, boolean search operators, classification codes, value-added indexing, citations, inventor names, assignee names, and/or usage of different databases can cause patent search “infodemics”. It is hard for the occasional or newer patent searcher to have a grasp on the idiosyncrasies of patent data, source documentation, and advanced patent search concepts. With carefully chosen examples, this presentation highlights the common mistakes made during patent searching and provides a framework for better patent searches.
Biography - Yateen Pargaonkar
Yateen Pargaonkar is a Senior Scientist - Technologist Assessment at Abbott Laboratories. Yateen’ s experience includes patent information search, analysis, and IP competitive intelligence roles in different sectors, including energy, pharma, biotech, diagnostics, nutrition, and consumer goods. Yateen has degrees in chemistry, biochemistry, and molecular biology, as well as three years of research experience at Columbia University. He is a registered U.S. Patent Agent, a reviewer for World Patent Information, and a member of PIUG.
Biography - Edlyn Simmons
Edlyn S. Simmons founded Simmons Patent Information Service, LLC, in 2009 after retiring from her positions as Principal Information Scientist in The Procter & Gamble Co.'s Infolytics group and Manager of the Patent Information Group in the Patent Department of Hoechst Marion Roussel, Inc. She received BS and MS degrees in chemistry from the University of Cincinnati and is a registered U. S. patent agent. Ms. Simmons is a founding member of PIUG and served as Chair in 1990-1992 and Director-at-Large in 2000-2004 and 2005-10. She has been a member of the American Chemical Society Joint Board-Council Committee on Patents and Related Matters, in 2001-2011 and 2013-present. She received the International Patent Information Award in 2005.
Reporting search results in a clear and useful manner is just as important as conducting the search well. Reporting can take many different formats, but there are some fundamental aspects that apply to all search reports. As a patent attorney, I have seen some stellar reports and some not-so-stellar reports. In this presentation, I will discuss the do’s and don’ts of reporting search results.
Susanne Hantos is Senior Patent Counsel and the Manager of the Patent Intelligence Services division of Davies Collison Cave Pty Ltd, an Asia-Pacific intellectual property law firm. Susanne is a registered Australian and New Zealand patent attorney and a Canadian patent agent who specializes in searching and analysing patent and other technical information in order to provide intellectual property advice. Susanne has been an active volunteer of the PIUG since 2008 including as the Chair of the Certification Working Group (2008-2011) and as the Co-Chair of the 2014 Annual Conference Program Committee. Susanne also served on the PIUG Board of Directors from 2012 to 2014 as the PIUG Chair. In 2014, she was appointed as the Co-Editor-in-Chief of World Patent Information and since 2016 she has been a member of the editorial advisory board for the journal. Susanne also volunteered as a co-ordinator of the international certification initiative for Qualified Patent Information Professionals (QPIP). In 2018, she became the Vice Chair of the Supervisory Council of the International Standards Board for QPIPs.
Across the Biotech industry, organisations have been tasked with reducing operating costs in order to increase the proportion of finances invested in R&D. Information Scientists have not been immune from these changes and managers are challenged to find ways to continue to provide top-class searching services in a landscape of reduced head-count and increasing technology complexity. Managers must also maintain the engagement of colleagues and nurture their continued growth and development within organisations. This presentation will address some of the issues faced and encourage discussion around potential solutions.
Fiona M. Graves Ph.D. is a senior manager at Pfizer. Fiona gained her Doctorate in Biochemistry from the University of Kent at Canterbury in 1998 and joined Pfizer as an Information Scientist in early 2002. Fiona has led the Biopatent search group at Pfizer since 2009 and is currently responsible for the performance and development of 4 colleagues.
With its entry into various national phases, the examination of an International Application (PCT) commences in many of these national phases at almost the same time. Various national phase examination work products are established by and by, which complement the international phase work products. Public access to these work products has greatly improved during the recent years. More national registers permit public file inspection, and 'one-stop-shop' type portals like Global Dossier and WIPO-CASE facilitate the access to these work products. Tools like the Common Citation Document facilitate the comparison of work products. This increasing transparancy is beneficial not only for patent examiners who may easily utilize the foreign work products; it also enables third parties to monitor the status of national phase examination and compare outcomes. The presentation will compare, from a user perspective, the different resources for researching patent family relations, legal status of family members and the work products available for each family member, and demonstrate how they complement each other. Final results of national examination are sometimes quite different; this has implications for quality management of examination and initiatives like the Patent Prosecution Highway or cooperative examination.
Mr. Lutz Mailänder, national of Germany, is the Head of the Cooperation on Examination and Training Section in the PCT International Cooperation Division of WIPO. He manages WIPO's International Cooperation for Examination (ICE) service that provides support for substantive patent examination to patent offices in developing countries, and coordinates WIPO activities related to the training of substantive patent examiners.
He was previously the Head of the Patent Information Section, where he coordinated WIPO's patent information services for developing countries and WIPO activities related to patent analytics and legal status; prior to this he was the Head of the International Patent Classification (IPC) Section, where he managed the revision of the IPC. Before joining WIPO, he worked for almost ten years as a patent examiner at the German Intellectual Property Office (DPMA) in the field of physics, and spent almost two years as a visiting scientist at Cornell University, New York. He holds a PhD in solid state physics from the Ludwig-Maximilians Universität, Munich, and a certificate in Management of International Organizations of the University of Geneva (IOMBA).
The use of patent analytics has increased exponentially over the past ten years. At the same time new tools, methods and systems have begun to emerge that seek to make the analysis of patent data easier to accomplish. Included in these new developments are a significant number of machine learning systems that have begun coming to market.
As these changes continue to occur, it would be useful to review a list of the tasks associated with patent analytics and think about the types of tools, systems, or methods that a patent analyst would like to have at their disposal. Starting with a general overview of patent analytics, and with a focus on patent landscape reports, case studies and perspectives will be provided on why this work is so highly valued.
The presentation will conclude with a prioritized list of suggestions for how patent analytics and patent landscape creation could be aided by the further development and implementation of semantic technologies. There will also be a tour of a new website ML4Patents.com devoted to aggregating content associated with the development of this area.
Anthony (Tony) Trippe is Managing Director of Patinformatics, LLC. Patinformatics is an advisory firm specializing in patent analytics and landscaping to support decision making for technology based businesses. In addition to operating Patinformatics, Mr. Trippe is also an Adjunct Professor of IP Management and Markets at Illinois Institute of Technology teaching a course on patent analysis, and landscapes for strategic decision making. Tony is an influential thought leader in the patent analysis space, recently wrote the Guidelines for the Preparation of Patent Landscape Reports for the World Intellectual Property Organization, has been named one of the Top 300 IP Strategists by IAM Magazine, and is the developer of the new website ML4Patents.com, the industry's online resource for the use of machine learning and artificial intelligence in the field of Intellectual Property.
Determining the status of a patent can be quite difficult due to all of the potential legal status events that can happen to a patent. STN has greatly simplified this determination with the addition of patent status fields in CAplus and INPADOCDB/INPAFAMDB. This talk will give an overview on the patent status options available and will give some general insights how this data is created. The combination of value-add content and patent status data enables the searcher to incorporate new search strategies to, for example, FTO searches.
Biography - Jim Brown
Jim Brown is presently the Senior Key Account Manager for FIZ Karlsruhe in the U.S. His current duties at FIZ Karlsruhe Inc. include sales, customer trainings, authoring workshop manuals and presentations, and representing FIZ at conferences and exhibits. Jim was on the PIUG Board of Directors from June 2010 to June 2012 in the position of secretary; from June 2012 to June 2016 he served on the PIUG Board of Directors as Vice-Chair.
Biography - Paul Peters
Paul Peters has been working for CAS for over 25 years. After earning his Bachelor Degree in Chemical Engineering, he worked in the library of the Netherlands Occupational Health and Safety organization. After gaining familiarity with first generation online searching tools, he worked as a workshop instructor for STN in the Netherlands for 7 years. During this time he trained over 500 examiners of the European Patent Office in doing patentability and novelty searching in chemistry and related fields. In 1995 he joined CAS as a regional sales manager and soon thereafter became the director of sales in Europe, Middle East and Africa. He has been involved in several European patent information interest groups, like PDG, PATCOM, CEPIUG and several national groups. Paul now leads the staff in the US and Europe who provide customer training for all CAS products. Paul also coordinates the activities of the technical training staff in Asia and Latin America.
The scope of IP solutions has grown exponentially over the past decade: from siloed data-sets to critical components of the corporate data lake; from supporting search-based solutions to investment analytics and risk assessment. Today's technology-driven marketplace offers a breath-taking spectrum of tools and methodologies that are driving change in how we make decisions, how we collaborate, and how we compete. Behind every corner of this marketplace is a burning need for reliable, current, and interlinked data. CLAIMS Direct provides a dynamic data platform that allows product developers, data scientists, and information professionals to focus on technology-driven innovation. Today CLAIMS Direct is behind many of the industry's products and services providing flexible public and private data integration. Join us to learn more about our platform, our commitment to quality, and how we plan to continue supporting information for industry.
Mike founded the company in 2006 after leaving Thomson Scientific where he was the VP of Corporate Technology Solutions for the Corporate Markets business unit. He led the development, support, and operations of all Corporate Markets' products including those developed by MicroPatent, Delphion, and Wila. This included customer facing applications as well as content services reliant on patent data. Mike joined Thomson Scientific through the acquisition of Information Holdings Inc. (IHI) in 2004, the owner of MicroPatent, where he served as CIO. In this position he was responsible for all product development, and was also actively engaged in customer service, business development, and strategic planning as a member of the MicroPatent executive team.
Many factors, both intrinsic and extrinsic, have been reviewed as predictors for patent value, including claim length, family size, prosecution length, citations, etc. Citation analysis considers patent documents that are cited by or citing to a subject patent – typically referred to as backward and forward cites, respectively. Citation counts may suggest whether the subject patent is foundational or derivative. However, more information can be derived from cites to a subject patent made in later rejection arguments by Patent Examiners, frequently termed “rejection analysis”. In this presentation, an overview of the field citation analyses is provided. A case study is developed to demonstrate how rejection analysis can be used to identify patents of value. A portfolio is analyzed to identify the patents cited in Examiner arguments. In conjunction with other comparative metrics, rejection‐cited patents are ranked and used to identify competitors with interest in the same markets. Company revenue data and portfolio size are used to map potential engagements for licensing, acquisition, or divestiture. The priority of these “rejecting” patents relative to the maturation of the subject technology can be used to determine how fundamental the assets are to the field, providing additional guidance as to how to determine which engagement scenario to pursue.
Kevin Hess is patent analyst and program manager at HTS LLC (HighTech‐Solutions), a technology firm focusing on intellectual property consulting for the wireless, video, telecommunications, semiconductor, battery, and consumer electronics markets. Kevin is also a subject matter expert and founder at Patent Technics LLC which specializes in patent technical analysis for the semiconductor, LED lighting and display, and additive manufacturing (3D printing) markets. Kevin’s IP experience has spanned many stages of the IP lifecycle, including: inventing, prosecution support, market analysis and valuation, reverse engineering, claim charting, and licensing/litigation. His areas of interest are patent analytics, IP landscaping and taxonomy development. His industry experience includes R&D and product development positions at Tyrex Corporation, Freescale Semiconductor, Motorola, Huntsman Corporation, Phillips‐Sumika, ConocoPhillips, and JemPac, a semiconductor startup. Kevin is a named inventor on over 50 US and foreign patents granted in semiconductors, electronics, and materials. He has published on patent search strategy, semiconductor device design and reliability, and polymer materials formulation. Kevin holds a Ph.D. in Chemical Engineering from the University of Texas at Austin. His interests include music and guitar collecting.
After the first IBM deposition of 2.5 million in 2012, few would have predicted that PubChem patent-extraction submissions would have accumulated ~40 million compounds by 2021 and be indexed against patent document numbers. The four major automated submitters (CIDs counts in millions) are SureChEMBL (21), Google Patents (18), WIPO (17) and IBM (11). Comparisons between sources indicates that prior-art coverage of drugs, clinical compounds and exemplified leads is now remarkably high. This means academics and SMES can now mine patent chemistry without commercial sources but that large companies accessing these now also need to corroboratively search PubChem in parallel. This patent chemistry presents a big expansion in accessible SAR space along with the paradox that published patents are more open for text mining than the literature. However, automated extraction from documents is associated with challenges. These include a) the in-situ query interfaces for Google Patents, WIPO Patentscope and SureChEMBL have a different look and feel, b) these three PubChem sources are puzzlingly divergent in their extracted chemistry, c) database entries cannot directly indicate IP status d) structural quality and coverage is uneven and e) there is an over-indexing problem of common chemicals against many patent documents.
Chris has a PhD from the LMU Munich, MSc in Virology from Reading and a BSc Hons in Biochemistry from Dundee. His background in protein chemistry, bioinformatics, cheminformatics, drug discovery and pharmacology acquired in both commercial and academic roles. Recent positions include Senior Cheminformatian for the Edinburgh University BPS/IUPHAR Guide to Pharmacology (2013-18 and 2020). He is the owner of TW2Informaics for consulting work (2011-12, 2019-20) and was a contractor for the AstraZeneca Knowledge Engineering Program (2009-11) and ELIXIR Database Provider Survey Coordinator at the EBI (2008-9). These were preceded by a Principal Scientist and Bioinformatics Team Leader position in AstraZeneca, Sweden (2004-7) and senior bioinformatician positions in the UK at Oxford Glycosciences Gemini Genomics and SmithKline Beecham. (see LinkedIN for details)
Standard searching practice involves the use of best available databases, commands, features and technology, but many of us fall into using the same techniques that have worked in the past. Taking advantage of the latest techniques and perhaps some of the little-used-but-still-useful features, in conjunction with a different view at a search problem can help to uncover previously unknown art. This presentation will look at some examples in the hopes that they can prove useful for those searches that cause problems. So, how do you find a patent application that rhymes?
Ron has been involved with technical and patent information databases beginning with work at IIT Research Institute and has continued at different information companies including Dialog, Knight Ridder Information, Thomson Reuters, ProQuest and Questel. He currently teaches patent searching at the University of New Hampshire Law School and DePaul Law School, both online and in-person. He is a patent attorney with a BS in Chemistry, an MS in Computer Science and a JD with a Certificate in Patent Law, and is also an inventor, a co-author of a NISO standard on a search language and has worked as an expert witness. He also serves on various boards and committees in the patent community, urban and natural recreational concerns.
The European Patent Office has responded to the COVID-19 pandemic in many ways. With its extensive patent databases and freely available patent search tools, the EPO created curated dynamic datasets of patents on the “Fighting coronavirus” platform covering technologies directed at combating COVID 19. The data is specifically directed to researchers, clinicians, and other professionals working in the front line. The platform allows easy user access to dynamically updated patent searches in the EPO’s Espacenet database, and to pre-calculated patent statistics in selected technical fields. Users can also download raw data sets to analyse for themselves. Examples of searches, patent statistics and downloads will be presented.
Geert Boedt has a Bachelor of Science in Applied Informatics. After many years working in IT for international organisations he joined the EPO in 2004 in the Espacenet customer support area and subsequently gained experience in all of the EPO’s public patent information tools. He moved to become business application manager for the PATSTAT database; and is an expert on statistical analysis of patent datasets. He advises researchers and policy makers worldwide on correct interpretation of patent data and value indicators and has many years’ experience of presenting on patent analytics topics.
Since early 2020, the global impact of Covid-19 emergency is affecting patent-related activities, from prosecution and filing policies to be adapted to lockdown conditions to short-term but possibly also more long-term effects over objectives and resources for innovation. As of spring 2021, it is still early to have a complete view about if and how the newly established technologies adapted to this “new normal” situation have been also disclosed and claimed in patent literature, in particular for biotech products with longer clinical and manufacturing development time. It is anyway expected that, at least some applicants, given the financial and strategic interest to obtain a patent granted as early as possible, may have accelerated not only the filing but also the examination and publication of patent applications in own country or other countries.
The presentation, starting from a study of the earliest published patent documents related to SARS-Cov-2/Covid-19 (published as preprint in SSRN, https://ssrn.com/abstract=3771756), provides some guidance, data, and examples about how combining different approaches (text-mining, patent classification, sequence comparison) for searching and analyzing relevant DNA and protein sequences relating to detection, prophylaxis, or therapy (such as antibodies, vaccines, antigens, or biomarkers) that were disclosed in patent literature published by main authorities worldwide between March 2020 and April 2021.
Luca Falciola is manager at Scibilis SRL consultancy (Bruxelles, Belgium). He previously heldpositions as IP Manager in bio-pharmaceutical companies in Belgium, France and Switzerland. Luca holds a PhD in Applied Genetics in Italy and has pursued post-doc molecular biology research activities in Switzerland. He is Member of AIDB (Italian Association of Patent Searchers), wherein he acts as editor of monthly “AIDB Newsletter”. He has published articles and provided courses, webinars, and presentations about searching, analyzing and using information in patent and scientific databases, in particular for pharma and life sciences.
In 2017 the European Patent Office completed a patent landscape study into the emerging technology of chimeric antigen receptor – genetically engineered T-cell - immunotherapy. The study revealed the growth of patent activity in autologous immunotherapies directed mainly against human haematological malignancies. In the few intervening years the field has not only expanded in terms of volume of activity but also in terms of the scientific and technical scope. Our latest research completed in 2020 has identified developments in non-oncological therapies, the use of NK and NKT cells, and allogeneic transplants.
Biography - Björn Jürgens
Björn Jürgens is senior analyst at the patent information centre CITPIA of the Innovation and Development Agency of Andalusia, a major Spanish public institution dedicated to innovation and R&D fostering of SMEs. He has worked for 15 years in the field of patent analytics and competitive intelligence and has extensive practical experience in patent searching and patent databases. Björn is actively involved in the PATLIB project from the European Patent Office and the Enterprise Europe Network for technology transfer from the European Commission. Furthermore he works as IPR ambassador from the EU IP Helpdesk network since 2016. He regularly speaks in international conferences and has published articles in peer reviewed journals about patent databases and patent landscaping. Björn has an academic background in Information and Knowledge Management at the University of Applied Sciences Darmstadt (Germany), a Master’s degree in Information Science and a PhD in the field of bibliometric patent analysis, both from the University of Granada (Spain).
Biography - Dominique Manu
Dominique Manu joined the EPO in 2005. He is a patent examiner specialized in the field of cellular immunotherapy; a field which is now dominated by applications on chimeric antigen receptors. Before joining the EPO, Dominique did his PhD on the function of oestrogen receptors in osteoblasts at the European Molecular Biology Laboratory in Heidelberg Germany.
Biography - Nigel Clarke
Recently retired from the EPO Nigel is an independent consultant. Until recently he managed patent knowledge research projects focussing on future and emerging technologies, such as Blockchain, graphene, quantum, and cancer immunotherapy. Research results have been published in leading peer reviewed journals and on the EPO’s “Patent insight reports” web pages. He joined the EPO as patent examiner in electron and ion optics and subsequently became IT manager. For many years he was department head responsible for Espacenet and the European Patent Register. Leaving academia, Nigel started work in the UK Scientific Civil Service, mainly on focused energy beams for microanalysis. He published numerous scientific papers. Nigel studied physical chemistry at Exeter University and holds a PhD in neutron science. He carried out post-doctoral research on carbon fibres at Surrey University. He holds memberships of the Royal Society of Chemistry, Institute of Physics and is a Chartered Scientist, UK Science Council. He has external academic positions at a number of UK universities. Nigel is a contributor to ISO TC279 Innovation Management and is an editorial board member for “World Patent Information”, and is a reviewer for “Nature Biotechnology” and IEEE “Transactions on Engineering Management” .
Frequently IP Sequence Searchers are asked to identify the earliest IP for a sequence or group of sequences. For example, there may be interest in assessing the current status of an antibody, and whether or not it may go off patent. The evaluation of the status and future status is a legal decision made by an attorney. Preparing a report so that the attorney can easily review the information can be challenging, particularly for older IP that can return 100’s of thousands of hits. The GenomeQuest Discover browser can aid in preparing and reporting this data through filtering, annotation of key items, and specific sorts that present the data in an organized fashion. I will review some of the techniques and interfaces to prepare a report from a search of six antibody CDR sequences.
Steve Allen joined Aptean GenomeQuest in September of 2017, he is the Solutions Consultant for GenomeQuest & LifeQuest. Steve previously worked at Dupont and his background includes work in a patent group and work as a computational biologist in an agricultural discovery group. Steve has been working with sequence data of one form or another for over 30 years.
The technique to deploy body’s own immune system to identify and address the genetic and cellular alterations due to cancer led to the field of Onco-immunology. The therapies that have emerged and are being developed in this field are expected to lead to oncolytic vaccines and other remedies to treat a range of human cancers, beyond melanoma. This rapidly developing field has very active ongoing patenting activity and it is crucial to have a through monitoring of the patent literature to ascertain the direction of development in the field of cancer immunotherapy. A unique strategy to generate the search syntax to define this field is to address each stage of the cell immunity cycle so that patents related to each of the stages can be retrieved. Such details bring to the forefront not only established players in this field but also emerging key players in the field that have path breaking invention worthy of being protected by patents.
Dr. Sarbani Chattopadhyay PhD, LL.M., is a computational biologist with a PhD in Biochemistry from the University of Calcutta in Calcutta, India, and a LL.M. in European IP and IT Law from the University of Göttingen in Göttingen, Germany. As a Consultant at PatentSight GmbH, a LexisNexis company, in Bonn, Germany, she works with clients all across the globe in different technology fields in searching and analyzing patents, patent landscape and technologies from patent perspective, where she utilizes her knowledge and expertise in combination with the PatentSight Business Intelligence Analytics Software to gain insights about patent portfolios and technologies.
Therapeutic use of RNA is increasing as shown by the recently approved mRNA vaccines and siRNA drugs. Due to the fragility of RNA, these substances are either chemically modified or encapsulated in lipids to protect them. This presentation will demonstrate techniques using CAS® information and KNIME® to analyze siRNA chemical modification patterns, and will demonstrate combining CAS information with DrugBank and FDA data in KNIME for insights into mRNA delivery.
Biography - Anne Marie Clark
Anne Marie is a Senior Searcher on the CAS IP Services team. Her particular subject expertise is small molecules, sequences and formulations. She is skilled in patent search, analysis and landscaping. Anne Marie holds a Doctorate in biophysical chemistry from the University of Louisville. Prior to joining CAS, she was a Principal at Long Eaton LLC, where she searched and analyzed patents related to biotechnology and pharmaceuticals. Anne Marie was also an Intellectual Property Manager and Principal Scientist at Bausch & Lomb, and an Information Scientist and Associate Director in Information Management at Pfizer. Anne Marie is a member of the Patent Information Users Group (PIUG®), Licensing Executive Society (LES), Women in Bio, Association for Research in Vision and Ophthalmology (ARVO®), and the American Chemical Society (ACS).
Biography - Matthew McBride
Matt is Director IP Search at CAS, where he manages all aspects of IP service development and sales, and works regularly with CAS customers to develop effective strategies for delivering high-quality IP and scientific information. He became a member of the IP Services team in 2010, after spending six years as a Senior Application Specialist providing technical training for the STN and SciFinder software platforms to CAS customers. He holds a Master of Science degree in plant pathology from the University of Minnesota and a Bachelor of Science degree in molecular biology from Purdue University. In addition to his research experience at CAS, Matt was an information consultant with Thomson Reuters and a biologist at Rohm and Haas. Matt is a member of the Patent Information Users Group (PIUG®) and the American Chemical Society (ACS).
The goal of this presentation is to familiarize patent practitioners with the basics of WIPO ST.26 – the new sequence listing rules that will go into effect worldwide on January 1, 2022. Topics covered will include the benefits of ST.26, differences between ST.25 and ST.26, XML basics, the anatomy of an ST.26 XML sequence listing, and an introduction to the WIPO Sequence authoring tool.
Biography - Stefanos Karmis
Stefanos Karmis is the Director of the Office of Patent Quality Assurance (OPQA) where he is responsible for providing reliable and meaningful indicators of patent examination quality to identify quality trends and develop data-driven improvement strategies. Prior to this role, Stefanos served as a Senior Advisor in the Office of the Deputy Commissioner for Patent Quality and the Office of the Deputy Commissioner for Patent Examination Policy. In this role he led several initiatives to improve patent quality and further agency priorities and also engaged with external stakeholders and international offices. Stefanos began his career at the USPTO as a patent examiner in business methods and later became a supervisory patent examiner, managing patent examiners in various mechanical engineering technologies. Stefanos holds a J.D. from The Catholic University of America Columbus School of Law and a B.S. in Industrial and Systems Engineering from Virginia Tech.
Biography - Kathleen Kalafus
Kathleen Kalafus is a member of the Scientific and Technical Information Center (STIC) where she provides subject matter expertise in the development of policies and IT systems for the processing and dissemination of biological sequence data. Kathleen has been a member of the USPTO ST.26 Task Force since 2014. In this role, she has worked closely with international partners to develop policies that will benefit IP Offices worldwide, as well as the scientific community. Kathleen began her career as a patent agent in a boutique IP law firm, drafting and prosecuting patent applications for a wide variety of biotech clients, with a particular emphasis on biologics and genetic engineering. Kathleen holds a PhD in Genetics and Molecular Biology from Baylor College of Medicine and a B.S. in Biology from Cornell University.
Biography - Andrea Davis
Andrea Davis is an accomplished intellectual property (IP) professional with expertise in medical devices and the mechanical sector. She is a Qualified Patent Information Professional QPIP and a registered patent agent with a M.Sc. degree in Engineering Physics. Andrea’s extensive patent research experience in both in-house, at outside firms and running her own patent search firm has shaped an understanding of patent process requirements and the importance of quality in patent research. She is passionate about the science of patent searching and is participating in efforts to create a global certification for patent information professionals. Andrea is actively involved in Patent Information Users Group (PIUG) and is a co-founder of the international patent searching competition, the Patent Olympiad. Her expertise is also sought by database providers to develop the next generation of tools and analytics with an eye towards accuracy.
Biography - Rosanna Lindquist
Rosanna Lindquist is an Information Research Scientist in R&D for the Hershey Company, a global confectionery and snacking company, where she is part of the Technical Intelligence team. Rosanna specializes in technical and patent research with a focus on packaging and design. She is also passionate about business intelligence and enjoys using IP as one of many resources in her arsenal. Rosanna is co-chair of the Patent Office and Partnerships Committee of the Patent Information Users Group (PIUG). She is also an active member of the Special Library Association’s Competitive Intelligence Division. Rosanna holds a Masters in Library & Information Science from Clarion University of Pennsylvania and a BA in Creative Writing from Randolph-Macon Woman’s College.
Biography - Greg Roland
Since November 2014, Greg Roland has been the Global Head of Search and Analytics within the Research and Development IP group at the Novartis Institutes of BioMedical Research leading a team of chemistry and biology information professionals. Greg has 32 years of experience in the pharmaceutical industry spending the last 22 years providing information support to IP and BD&L. Greg started his pharma career in 1990 as a bench scientist at Parke-Davis in Ann Arbor, Michigan as a member of the anti-infective group. After Pfizer acquired Parke-Davis in 2000, Greg managed a team of biomedical, chemistry and CI professionals. In 2005, Greg transitioned to Pfizer’s Patent department as part of the Global Legal Information Science Team managing teams at four sites. In August of 2009, he joined Merck’s Knowledge Discovery Knowledge Management group in World Wide Licensing as a Director in Boston. Greg has a B.S and M.S from Eastern Michigan University in Biology.