PIUG 2022 - Monday

Contents WORKSHOP: Wake up with BizInt! Creating, Updating, and Distributing IP Reports from Patent, IP Sequence, and Chemical Structure Data 2 WORKSHOP: The Art of Patent Search and Analytics: New Colors in the Palette of Patent Intelligence 4 Keynote Address: Patent Trial and Appeal Board - State of the Board 6 Goldilocks and the Three Case Studies 8 IP Data and Insights Unleashed 10 IFI IP Profiles 12 IFI CLAIMS Patent Services (Gold Sponsor Ad) 14 GOLD Sponsor Product Review (CAS) 16 CAS (Gold Sponsor Ad) 18

Beyond Patents: What else is in patent databases and what does the future hold? 20 Patent Sequence Searching – Searching for Old Targets in New Technology Areas 22 SILVER Sponsor Product Review (PatSnap) 24 PatSnap (Silver Sponsor Ad) 25 The Practitioners Guide to IP Intelligence 26 How to Empower the Patent Teams in the Modern Enterprise 28 Integrated Predictive Approach to Accelerating Patent Examinations: A Case Study 30 WIPO Inspire 32

2022 ANNUAL

CONFERENCE An International Conference for Patent Information Professionals

Westin Alexandria Alexandria, Virginia

Plenary &Workshops: MONDAY

Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2022 PIUG Annual Conference

M O N D A Y M O R N I N G

WORKSHOP: Wake up with BizInt! Creating, Updating, and Distributing IP Reports from Patent, IP Sequence, and Chemical Structure Data JohnWillmore (BizInt Solutions, Inc.) 8:15 – 9:15 am

ABSTRACT Start your day with an overview of BizInt Smart Charts for Patents -- core capabilities, new features, and planned future developments. As always, there will be plenty of time for your questions and requests!

BIOGRAPHY John Willmore is Vice President, Product Develop ment, for BizInt Solutions, Inc. and manages the devel opment of all aspects of the BizInt Solutions product line. John has over 25 years of experience in process ing, analyzing and integrating patent and drug pipe line information, and has worked closely with patent and drug pipeline publishers over that period. He was the head of the TRW Smart Charts team at TRW, Inc. and along with Diane Webb, founded BizInt Solutions in 1996. John has a B.S. in Electrical Engineering from Rice University and over 30 years experience in soft ware development. John spends his free time doing woodworking, play ing amateur ice hockey, and competing with the dogs. He is an American Kennel Club judge for earthdog, dachshund field trials, and agility.

2

2022 Annual Conference  In-Person Meeting

WORKSHOP: Wake up with BizInt! Creating, Updating, and Distributing IP Reports from Patent, IP Sequence, and Chemical Structure Data  JohnWillmore (BizInt Solutions, Inc.)

Enter notes below

3

M O N D A Y M O R N I N G

WORKSHOP: The Art of Patent Search and Analytics: New Colors in the Palette of Patent Intelligence Christopher Baldwin, Laura Bantle, Andrew Klein (Clarivate) 9:15 – 10:15 am

ABSTRACT Join us for a four-part case study as we journey through: • Precision antibody searching on Derwent SequenceBase • Expansive semantic search with concept refinement via Thematic Smart Search • Sharpening your focus in the new Record View on Derwent Innovation • Vibrant landscaping with our Analytics Data Hub

BIOGRAPHY Chris has been involved in the patent information field since 1999 and a member of PIUG (on and off) for nearly as long. Today he manages a very talented team of solution consultants for Clarivate supporting many of our well known products and services such as Derwent Innovation, Innography, IPfolio, and many others. Prior to joining Clarivate, he was a solution consultant for LexisNexis PatentSight helping clients use patent analytics to inform critical business deci sions. However, he actually honed most of his patent information and analysis skills as an information scientist for nearly 20 years with E. I. duPont de Ne mours & Co. While at DuPont, he learned the fine art of legally significant patent searching from Pat Dorler, a founding member of PIUG. She had a passion and dedication to the profession that easily transferred to her apprentice. Over the years, his role expanded into patent landscaping, competitive analysis, and provid ing innovation assessments for discovery programs in Central Research & Development. Chris lives in New ark, DE with his wife Carrie and two children, Ryan and Kaytelin.

4

2022 Annual Conference  In-Person Meeting

WORKSHOP: The Art of Patent Search and Analytics: New Colors in the Palette of Patent Intelligence  Christopher Baldwin, Laura Bantle, Andrew Klein (Clarivate)

Enter notes below

5

M O N D A Y M O R N I N G

Keynote Address: Patent Trial and Appeal Board - State of the Board Michael Tierney (Vice Chief Administrative Patent Judge) 10:30 – 11:30 am

ABSTRACT The United States Patent and Trademark Office (USPTO) is the federal agency for granting U.S. patents and registering trademarks. The Patent Trial and Ap peal Board (PTAB) at the USPTO is created by statute, and includes statutory members and Administrative Patent Judges. The PTAB conducts trials, including inter partes, post-grant, and covered business meth od patent reviews and derivation proceedings, hears appeals from adverse examiner decisions in patent applications and reexamination proceedings, and renders decisions in interferences. This presentation will focus on an overview of statis tics from PTAB ex parte appeal and AIA proceedings, an overview of the interim post-Arthrex Director review procedure, an update on recent rules at the PTAB, and a brief overview of programs at the PTAB.

BIOGRAPHY Judge Michael Tierney was appointed to the Patent Trial and Appeal Board in July 2000. Judge Tierney is currently a Vice Chief Administrative Patent Judge on the Patent Trial and Appeal Board. As part of the Office’s AIA implementation, Judge Tierney led the Board’s comprehensive effort on the trial rulemakings. Judge Tierney worked closely with USPTO executive officials, trial judges, the patent com munity and other members of the public to develop the trial rules. Judge Tierney served on the first IPR panel, (Cuozzo) as well as the first CBM panel (SAP v. Versata). Judge Tierney has given numerous presen tations that educate the patent community on the statutory provisions, proposed rules, and final rules for the AIA administrative trials. Judge Tierney received both a J.D. and a B.S. in Chem ical Engineering from the University of Washington. He is a member of the Washington State and the District of Columbia bars. Prior to joining the Board, Judge Tierney was a senior patent associate in private practice, and he has also worked as a patent examiner in the chemical arts.

6

2022 Annual Conference  In-Person Meeting

Keynote Address: Patent Trial and Appeal Board - State of the Board  Michael Tierney (Vice Chief Administrative Patent Judge)

Enter notes below

7

M O N D A Y M O R N I N G

Goldilocks and the Three Case Studies Dominic DeMarco (DeMarco IP) 11:30 am – 12:00 noon

ABSTRACT For the past decade, I’ve had the privilege of teaching the PIUG “Patent Search Fundamentals” course to sev eral hundred students. Today’s extremely fast paced presentation, should give everyone a taste of the Fun damentals course. We’ll be running through several patent searches from start to finish, and hopefully, by the end of my time, everyone in the audience will be ready to wear their very own WWDD (What Would Dominic Do) bracelet. On a more serious note, today we will quickly work through three relatively simple patentability search es. We will discuss the necessary decisions to make at each point along the way. Every search, and every query within the search, is a careful balance of preci sion vs. recall, of learning, adaption, and iteration. We will tackle this head on and for those of you keeping score at home, please feel free to log into your search engine of choice and show up the presenter in real time!

BIOGRAPHY Dominic DeMarco is an expert in the field of patent searching. His specialty is the broad swath of engi neering technologies including biomedical, chemical, computer, electrical, and mechanical. Dominic is a registered US Patent Agent and has been teaching patent search classes on behalf of PIUG for over a de cade. In his free time, he manages the patent search firm DeMarco IP and goes on ridiculously long bicycle rides.

8

2022 Annual Conference  In-Person Meeting

Goldilocks and the Three Case Studies  Dominic DeMarco (DeMarco IP)

Enter notes below

9

M O N D A Y A F T E R N O O N

IP Data and Insights Unleashed Caroline Peel and Paul Torpey (Clarivate) 12:00 – 12:20 pm

ABSTRACT As the global innovation landscape changes at a rap id pace, multiple forces are reshaping the consump tion and use cases for patent information. In this new landscape, accessibility, speed to insights and the need for clean and structured data are notable emerging factors. During this presentation Clarivate will provide an update on how it enables its custom er to ensure that the value of patent intelligence is embedded within the fabric of the organization. Topics: • Introduction to IP Intelligence • Data curation – Content curation process and how Clarivate utilises advanced technology to create smart IP data. • Accessing data through a connected ecosystem – the various ways Clarivate allows its customer to consume IP data. • Speed to insights through curated dashboards.

BIOGRAPHY Dr. Caroline Peel LLM is the Content Director for IP at Clarivate and has been part of the Clarivate team for 21 years. She joined the Derwent GENESEQ editorial team after completing PhD in Cell Cycle Checkpoints and now leads the editorial teams across the globe curating patent and trademark content for products such as the Derwent World Patent Index, Derwent GENESEQ, Cortelis and the CompuMark suite of products. Caroline graduated from the University of Leicester with a BSc Hons Degree in Biological Sciences (Genetics) and a PhD in Cell Cycle Genetics from the University of Sheffield and completed her Masters in Intellectual Property Law from the Univer sity of Edinburgh in 2021. Paul has been with Clarivate for more than 20 years and has held several roles across the organization. In his current role as Sr. Director of IP Intelligence Products, Paul manages solutions that include Der went Innovation and Innography. Prior to joining the IP Intelligence team in 2010, Paul spent a significant amount of time in the Science business of Clarivate supporting platforms such as the Web of Science. In his spare time Paul is involved with the National Multiple Sclerosis Society and is a member of the Clarivate Philadelphia cycling team that participates in fund raising activities for MS research and patient care.

10

2022 Annual Conference  In-Person Meeting

IP Data and Insights Unleashed  Caroline Peel and Paul Torpey (Clarivate)

Enter notes below

11

M O N D A Y A F T E R N O O N

IFI IP Profiles Janice Stevenson (IFI CLAIMS Patent Services) 12:20 – 12:30 pm ABSTRACT I will be presenting the IFI CLAIMS IP Profiles, a new product that provides a quick overview of a global entity’s patent portfolio. I will briefly describe the IFI CLAIMS Direct API tools that collate the data. In addition, I will explain the content development underlying the summary information.

BIOGRAPHY Janice Stevenson applies her vast client support ex perience to providing IFI clients the foundation they need to bring their applications to full fruition. She draws on past experiences as a trainer, sales manag er, and developer focused on intellectual property and patent applications.

12

2022 Annual Conference  In-Person Meeting

IFI IP Profiles  Janice Stevenson (IFI CLAIMS Patent Services)

Enter notes below

13

The leading platform for patent and data analytics

Find IFI at PIUG

IFI Product Review

NEW: IFI IP Profiles

Learn more about IFI's proprietary standardization process and the IFI Names Service. Wednesday May 11 at 11:20am EDT (Virtual) IFI CLAIMS Ultimate Owner: A View of Patent Possession Wednesday May 11 at 11:45am EDT (Virtual) Determine who really owns a patent with Ultimate Owner and M&A tracking.

Join us for a preview of IFI's newest interactive and accessible web tool. Monday May 2 at 12:20pm EDT (In Person)

Critical Patent Metrics in a Snap(shot) Wednesday May 11 at 2:45pm EDT (Virtual) Valuing crucial IP metrics for risk analyses, competitive intelligence and more.

IFI CLAIMS https://www.ificlaims.com/ info@ificlaims.com +1.203.779.5301

Why IFI?

It's all about the ping!

All our client databases across the globe are continually and constantly "pinging" our primary database. When we update our database - automatically and simultaneously all our client databases receive the update or correction, replacing the “old document.” This process is essential and what differentiates IFI among patent data suppliers. Our update process is fully automated, ensuring reliable data synchronization. Other data sources are not fully automated and leave the customer to stitch together file-based updates, which increases the risk of synchronization errors.

PRIMARY DATABASE

rrections, reissues, updates are sent primary d t base

Corrections, reissues, and updates are sent from primary database

CLIENT DATABASES

Custom Data Services

Contact Us

Acquiring new content and linking data sets together takes time and consumes valuable resources. IFI delivers agile integration capabilities to help you develop the data maturity standards you need.

195 Church St., 11th floor, New Haven, CT 06510, USA info@ificlaims.com +1 203-779-5301 www.ificlaims.com

M O N D A Y A F T E R N O O N

GOLD Sponsor Product Review (CAS)

12:30 – 12:35 pm

16

2022 Annual Conference  In-Person Meeting

GOLD Sponsor Product Review – CAS

Enter notes below

17

BETWEEN IDEAS AND INNOVATION, THERE IS SIMPLICITY CAS STNext® CAS STNext is the world’s premier solution for scientific, technical, and IP research

of surveyed users would recommend CAS STNext to colleagues TechValidate, TVID: AEC-23A-065 91%

“We are able to retrieve and explore all possible prior art which keeps us from reinventing the wheel, and also protects us from any potential

infringement threats.” Senior manager, global IP services company TechValidate, TVID: 12E-972-D74

“ CAS STNext delivers complete, trustworthy results. I feel confident that I am capturing as much search scope as possible to make informed decisions about our products.” Patent attorney/agent, medium enterprise pharmaceuticals company TechValidate, TVID: 7C0-370-EBA

“ The web-based platform is easier to use than previous generation STN products. The chemical drawing tools are also more intuitive.” Patent attorney/agent, medium enterprise pharmaceuticals company TechValidate, TVID: 8CA-336-FF8

CAS Events at PIUG Plenary Talk Search and Analysis with CAS STNext Prior Art Search Engine by Michael Axton Tuesday, May 3 11:35 am - 12:05 pm EDT

Jim Brown Sr. Account Manager FIZ Karlsruhe

Mike Axton Customer Success Specialist CAS

CAS STNext Patent Forum Wednesday, May 4 9:00 am - 2:30 pm EDT

Scott Hertzog Customer Success Specialist CAS

Stop by the CAS booth to learn more about the latest solutions and updates from CAS.

About CAS The process of human learning is cumulative. As the volume of scientific data continues to grow, seeing the landscape clearly can be challenging. Today’s innovators require hindsight, insight, and foresight so they can build upon the past to discover a better future. At CAS, we cut through the chaos by curating, connecting, and analyzing scientific knowledge to reveal unseen insights and relationships that accelerate breakthroughs. Protect your intellectual property, explore the competitive landscape, and uncover new opportunities. Because when the world turns to science, science turns to CAS. stn-international.com helpdesk@fiz-karlsruhe.de cas.org help@cas.org

M O N D A Y A F T E R N O O N

Beyond Patents: What else is in patent databases and what does the future hold? Martha Yates (Bayer Crop Science-US) 1:40 – 2:10 pm

ABSTRACT Originally patent databases were bibliographic information about patents based on the patent documents. Then came full-text based on the patent documents. The holy grail of enhanced meta data is still assignee information. But what else is in the databases that isn’t from the documents themselves? I will explore some fields and metrics and survey some offerings from different vendors. There will also be a discussion of what we would like to see in the future.

BIOGRAPHY Martha Yates is currently a Principal Information Scientist for Bayer CropScience. She has been a patent information professional for over 25 years and is a certified QPIP. She is the current immediate past chair of PIUG. Somehow, she has developed a passion for understanding patent databases.

20

2022 Annual Conference  In-Person Meeting

Beyond Patents: What else is in patent databases and what does the future hold?  Martha Yates (Bayer Crop Science-US)

Enter notes below

21

M O N D A Y A F T E R N O O N

Patent Sequence Searching – Searching for Old Targets in New Technology Areas Steve Allen (Aptean GenomeQuest) 2:10 – 2:30 pm

ABSTRACT Newer technology areas such as AAV therapy or Fusion Protein therapy frequently utilize genes or portions of genes from older research areas. Pat ent searching with these older targets can return hundreds of thousands of hits unrelated to your new IP. Narrowing these searches requires different approaches, and sometimes multiple approaches. Different methods of narrowing and isolating data of interest will be demonstrated with real life examples.

BIOGRAPHY Steve Allen joined Aptean GenomeQuest in Septem ber of 2017, he is the Solutions Consultant for Ge nomeQuest & 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.

22

2022 Annual Conference  In-Person Meeting

Patent Sequence Searching – Searching for Old Targets in New Technology Areas  Steve Allen (Aptean GenomeQuest)

Enter notes below

23

M O N D A Y A F T E R N O O N

SILVER Sponsor Product Review (PatSnap)

2:30 – 2:35 pm

24

Unlock the largest sequence searching platform in the world with PatSnap Bio.

Featuring:

• 650 million connected patent sequences • 2+ million manually curated chemically modified sequences • 1.4 billion non-patent sequences

Accelerate drug discovery and development. We’ll show you how.

Visit www.patsnap.com to learn more.

M O N D A Y A F T E R N O O N

The Practitioners Guide to IP Intelligence Vasheharan Kanesarajah (Clarivate) 3:20 – 3:50 pm ABSTRACT Big data and analytics have climbed to the top of the corporate agenda, its successful application can offer competitive differentiation and help stay ahead of change. Competitive and market intelligence in partic ular have become valuable tools in strategic planning. For R&D focused organizations, IP information pro vides early insights on competitors and the overall business environment, allowing a company to proac tively adapt its strategy or in extreme cases, change it. But while business leaders recognize the value of better data and insights, IP intelligence is too often not considered in strategic decision-making. A poten tial way forward is for business leaders and corporate strategists to gain an understanding of IP data and an appreciation for how it can benefit the commercial and strategic imperatives driving their organization. Only when business leaders and IP professionals are speaking the same language, can the transformation al value of IP intelligence be harnessed to improve the quality of decision-making in the C-suite. And in the process, truly align IP with business strategy. The presentation will provide a practical to incorporating IP intelligence into strategy development from an experienced strategy and IP Intelligence professional.

BIOGRAPHY Vasheharan (Vashe) Kanesarajah is a senior member of the Strategy team at Clarivate and plays a key role in the design and execution of the organization’s mar ket-focused strategy. He is an experienced patent and technology analyst and has previously managed the European patent analytics practice and was the prin cipal consultant for Asia. Vashe has worked globally with technology-focused corporations, governments and research institutions to deliver actionable intelli gence to support R&D, IP and innovation strategies. His clients have included Fortune 500 board mem bers, government agency heads, CTOs and General Counsels. Vashe has been with Clarivate for 16 years. He holds a Bachelor of Mechanical Engineering (Hons) and a postgraduate degree in the Management of Intellectual Property from the University of London.

• Bridging the IP and business divide. • IP intelligence for corporate decision making — what does this really mean today. • A practical guide to aligning IP intelligence into strategy frameworks. • The value of data translators.

26

2022 Annual Conference  In-Person Meeting

The Practitioners Guide to IP Intelligence  Vasheharan Kanesarajah (Clarivate)

Enter notes below

27

M O N D A Y A F T E R N O O N

How to Empower the Patent Teams in the Modern Enterprise Carl Rosen (PatSnap) 3:50 – 4:10 pm

ABSTRACT Patents are increasingly becoming a boardroom topic and many patent teams are transitioning from cost-centres to cross-functional business enablers. As such, the in-house teams of patent specialists and portfolio managers are put under the spotlight, and many are now expected to interface with C-suite and drive cross-functional processes within the organ isation. In this keynote, Carl Rosen will address key industry trends and shine some light on why the next generation patent analytics must empower patent specialist and portfolio managers in their new roles by making cross-department collaboration and C-suite communication easier.

BIOGRAPHY Carl Rosen is PatSnap’s first Senior Thought Lead ership Manager, dedicated to helping the modern enterprise and its creative minds accelerate innova tion with Connected Innovation Intelligence. With international and frontline experience working at the intersection of business, innovation, and intellectual property strategy, Carl brings a unique perspective on the industry and the transformational impact of AI-powered technology and machine learning. A creative futurist with a passion for culture, innovation, and people, Carl is a frequent panelist at events and speaker at universities, focusing on topics relating to the future role of intellectual property as a key business and data asset. Carl holds an LL.M from the School of Business, Economics, and Law, Gothenburg and an M.Sc. in Entrepreneurship and Business Design from Chalmers University of Technology, Gothenburg.

28

2022 Annual Conference  In-Person Meeting

How to Empower the Patent Teams in the Modern Enterprise  Carl Rosen (PatSnap)

Enter notes below

29

M O N D A Y A F T E R N O O N

Integrated Predictive Approach to Accelerating Patent Examinations: A Case Study Jennifer Sexton (CAS Custom Services) 4:10 – 4:40 pm

ABSTRACT Growth in the volume and complexity of patent appli cations is causing longer pendency times, rising costs, and growing backlogs, as well as reducing stakehold er satisfaction, for many patent offices around the world. This presentation will provide an overview of a custom AI-based solution developed by CAS and opti mized in collaboration with the Brazilian patent office as part of Brazil’s effort to eliminate their extensive application backlog. The impactful results included significantly faster examination search times and fewer applications requiring additional searches. The unique approach, recognized by PIUG with the 2021 Stu Kaback Business Impact Award, incorporated the use of multiple, pre dictive search algorithms, workflow transformation, and big data curation, which have broad applications for addressing diverse patent search, classification, and reporting challenges to increase productivity and sustainability across the patent ecosystem.

BIOGRAPHY As part of CAS Custom Services, Jen designs individ ualized client solutions by leveraging CAS content, technology, and subject matter experts to solve com plex client R&D and business challenges. Jen joined CAS Custom Services in 2020 after spending over a decade as a Strategic Account Manager. Part of her former role included writing and delivering technical customer training for the CAS STN and CAS SciFinder® software platforms. Jen holds a Master of Science de gree in chemistry from the University of Notre Dame. She has a Bachelor of Science degree in chemistry and a Bachelor of Arts degree in psychology from South west Minnesota State University. Jen is a member of the Patent Information Users Group (PIUG) and the American Chemical Society (ACS), and is a lifetime member of the Girl Scouts of the USA. She coordinates CAS volunteers for The Ohio State University’s Wonders of our World program, a collaborative science organization bringing active scientists into Columbus City

30

2022 Annual Conference  In-Person Meeting

Integrated Predictive Approach to Accelerating Patent Examinations: A Case Study  Jennifer Sexton (CAS Custom Services)

Enter notes below

31

M O N D A Y A F T E R N O O N

WIPO Inspire Mussadiq Hussain (World Intellectual Property Organization) 4:40 – 5:10 pm

ABSTRACT WIPO INSPIRE is a one-stop platform integrating expert and social content on patent databases, patent registers, patent analytics, technology transfer and institutional IP policies, providing a unique blend of information and knowledge on resources, tools, and good practices in these areas. The patent database portal provides free access for patent information users and professionals to comprehensive, unbiased, and structured reports highlighting the features and services of a number of national and commercial pat ent databases from around the world. WIPO INSPIRE is a global reference for innovation, helping researchers and entrepreneurs make in formed decisions at critical junctures. It also provides a platform for innovators to engage in dialogue and share their knowledge and experience with other experts from around the world. WIPO continues to expand the coverage of informa tion in all the areas of the platform and looks for ward to receiving input and feedback from PIUG and its members on the continued development of the WIPO INSPIRE platform.

BIOGRAPHY Mr. Hussain joined World Intellectual Property Orga nization (WIPO) in 1996 and has been engaged in its different areas of its activities and services since then. Currently, he is heading Technology Information Sec tion in the IP for Innovators Department of WIPO. He leads the development and maintenance of systems and platforms (i.e. WIPO INSPIRE, TPPM, Patent Reg ister Portal, eTISC etc.) as required to support Depart ment’s activities and to respond to the users’ needs in the WIPO member states, particularly the countries with Technology and Innovation Support Center (TISC) networks. He also manages WIPO’s public-pri vate partnership programs ARDI and ASPI and coordi nates with partner UN organizations in Reseach4Life and commercial patent database providers. He holds multiple master’s degrees in international business administration and management of information sys tems from European University, Switzerland.

32

2022 Annual Conference  In-Person Meeting

WIPO Inspire  Mussadiq Hussain (World Intellectual Property Organization)

Enter notes below

33