PIUG 2022 - Tuesday

Contents Going Green: Mapping Patents to Sustainability Goals What’s Coming for GenomeQuest in 2022 4 World Patent Information Journal. In the Forties 6 Patent Analysis: The Once and Future Discipline, Revisited 8 BizInt Smart Charts (Silver Sponsor Ad) 10 2

Aptean Genome Quest (Silver Sponsor Ad) 11 GOLD Sponsor Product Review (Clarivate) 12 SILVER Sponsor Product Reviews (BizInt, Aptean Genome Quest) 12 IPRally, Lexis Nexis, Questel (Bronze Sponsor Ads) 14 Search and Analysis with STNext Prior Art Search Engine 16 Eculizumab and the Administrative Nullity Processes of patent in Brazil: a case study 18 Have We Seen This Patent Family Before? 20 Use of Temporal Context in Identifying Fundamental Patents 22 Panel Discussion / Round Table Discussions 24

2022 ANNUAL

CONFERENCE An International Conference for Patent Information Professionals

Westin Alexandria Alexandria, Virginia Plenary &Workshops: TUESDAY

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

T U E S D A Y M O R N I N G

Going Green: Mapping Patents to Sustainability Goals Nicholas Valentino (LexisNexis) 8:15 – 9:15 am

ABSTRACT Our workshop will provide the opportunity to dis cuss the conversations your organizations are having about sustainability and the objective role IP can play in measuring progress towards a sustainable future. Sustainability is an emerging value indicator for investors and a decision-making factor for con sumers. LexisNexis has developed an objective way to measure an organization’s dedication to sustainable innovation by mapping patents to the United Na tions’ Sustainable Development Goals (SDGs). These objective measurements around SDGs can provide forward-looking indicators of where companies are focusing their attention.

BIOGRAPHY Nicholas Valentino is a Lead Customer Success Manag er with LexisNexis Intellectual Property Solutions. Nick works with international and Fortune 500 companies to ensure effective deployment of patent analysis for Business Strategy, M&A Due Diligence, Portfolio Management, and other cases. With extensive ex perience of SAS applications, Nick has developed an innate ability to understand client processes and align themwith application functionality; leading to better utilization of time and resources.

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2022 Annual Conference  In-Person Meeting

Going Green: Mapping Patents to Sustainability Goals  Nicholas Valentino (LexisNexis)

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T U E S D A Y M O R N I N G

What’s Coming for GenomeQuest in 2022 Steve Allen (GenomeQuest & LIfeQuest) 9:15 – 10:15 am ABSTRACT The GenomeQuest platformwill continue to evolve in 2022, during our workshop we will review the up dates to GQ, and show what you can expect during 2022. Using real life examples, we will show how the GenomeQuest informatics engine enables searchers to concisely “tell their story.”

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.

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2022 Annual Conference  In-Person Meeting

What’s Coming for GenomeQuest in 2022  Steve Allen (GenomeQuest & LIfeQuest)

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T U E S D A Y M O R N I N G

World Patent Information Journal. In the Forties Jane List (World Patent Information) 11:00 – 11:30 am

ABSTRACT This talk is based on a presentation from World Pat ent Information journal’s 40th anniversary meeting. At that meeting we discussed ‘the history, the state of the art, and also the future for IP information and the management of IPRs’. Three years on I’d like to widen that discussion with you all. First by looking behind the scenes at World Patent Information. What is involved in creating the journal? I will outline the roles of WPI’s commu nity of writers, reviewers, board members and the editorial team. Then I will give an overview of the content of the journal, highlighting key trends and key papers over the first 40 years. WPI Journal started in 1979, initiated by the pres idents of WIPO and the European Commission to ‘encourage the use of and understanding of patents and patent information’. WPI continues to publish high quality patent information research, IP office news, review articles and articles highlighting best practice in using specific tools and techniques for patent search, analysis and IP management. In 1979, ‘information’ was a new topic of research, and PCT patent applications were new! Today, we are occupied with understanding how to take ad vantage of emerging (or frontier) technologies such as data science, AI , machine learning, and digital interconnectivity for patent information . So today although access to patent information is a lot easier, and less expensive than it was in 1979; the sheer volume of patent publications, and the com plexities, mean the original goals of the founders of WPI still resonate.

BIOGRAPHY Jane List founded Extract Information Limited, Cambridgeshire, UK, in 2013 following a career in the information industry where she held commercial, content, and product development roles at Light house IP, ProQuest, and DataStar. She has also held IP and Information analyst roles at The Technology Partnership plc, Xaar plc and the European Molecular Biology Laboratory. Jane has provided training in the retrieval and analysis of scientific, technical, medi cal, commercial and patent information throughout her career. Jane is Editor in Chief of World Patent Information Journal since 2014 https://www.journals. elsevier.com/world-patent-information. In 2015 Jane List co-founded The Cambridge Infor mation and Intellectual Property Meeting (www. CIIPM.co.uk) to provide a space for knowledge sharing for those involved with technology commer cialisation and needing to understand more about IP and patent searching. Jane has qualifications in Chemistry, Information Science, and IP Law.

HIGHLIGHTS · 40th Anniversary meeting · Origins of WPI – why did it start

· What we publish – from research to practice · The World Patent Information community · How PIUG members can get involved and earn CPD at the same time!

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2022 Annual Conference  In-Person Meeting

World Patent Information Journal. In the Forties  Jane List (World Patent Information)

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T U E S D A Y M O R N I N G

Patent Analysis: The Once and Future Discipline, Revisited Tony Trippe (Patinformatics, LLC) 11:30 am – 12:00 noon

ABSTRACT It can be said that the modern age of patent ana lytics started in 2003 when the discipline was the theme of the PIUG Annual Conference in Chicago. That year and the proceeding few also saw the pub lication of seminal papers on the topic appearing in World Patent Information (WPI). Professor Holger Ernst and I were the keynote speakers at the 2003 PIUG Annual Meeting, and the authors of some of these seminal papers. My keynote address at PIUG 2003 was entitled, Patent Analysis: The Once and Future Discipline, and it sought to share the earliest foundations of patent analysis with current patent information professionals who were mostly focused on patent information retrieval. The talk also shared some perspectives on the future of the discipline and how it might impact the lives of patent informa tion professionals as they developed in their careers. In 16 years later a lot has changed and patent analy sis has continued to grow and evolve as a discipline. This can most especially be seen in the number of highly cited and downloaded papers from WPI that cover this topic. This talk will focus on the advances made in the field in the last 16 years, and once again speculate on what the future may hold for analysts and the broader patent information community.

BIOGRAPHY Anthony (Tony) Trippe is Managing Director of Pat informatics, LLC. Patinformatics is an advisory firm specializing in patent analytics and landscaping to support decision-making for technology-based busi nesses. In addition to operating Patinformatics, Mr. Trippe is also an Adjunct Professor of IP Management and Markets at the 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, wrote the Guidelines for the Preparation of Patent Land scape 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 ML4Patents.com the industry’s online resource for the use of machine learning and artificial intelligence in the field of Intellectual Property.

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2022 Annual Conference  In-Person Meeting

Patent Analysis: The Once and Future Discipline, Revisited  Tony Trippe (Patinformatics, LLC)

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Join the GenomeQuest Team at PIUG!

Aptean GenomeQuest

Comprehensive IP Sequence Search At Your Fingertips Aptean GenomeQuest is the industry standard in intellectual property (IP) sequence search. Offering the world’s largest IP sequence database and state-of-the-art sequence comparison algorithms, GenomeQuest combines the most comprehensive view of the patent landscape with powerful search, analysis and reporting tools. Download the datasheet here

Product Overview Video

Are you Ready to Learn More? Contact Us at info@aptean.com or visit www.aptean.com.

T U E S D A Y A F T E R N O O N

GOLD Sponsor Product Review (Clarivate) SILVER Sponsor Product Reviews (BizInt, Aptean Genome Quest)

12:00 noon – 12:15 pm

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2022 Annual Conference  In-Person Meeting

Product Reviews (Clarivate, BizInt, Aptean GenomeQuest)

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Bridging the gap between boolean and black box AI patent search

IPRally, Lexis Nexis, Questel (Bronze Sponsor Ads) IPRally offers a brand new way of searching patents – knowledge graphs combined with supervised deep learning AI. The easy-to-use web application gives you an unmatched semantic and technical understanding of the global patent literature. Unlike the typical AI-driven patent search software, IPRally has a high level of transparency: you will see why the search results are relevant and how the AI understands your technology and the prior art. Whether you use IPRally for patentability searches, FTO searches, technology monitoring or need to find the killer prior art the examiner didn’t, it will save you significant amounts of time and effort.

The first AI that thinks like a patent professional

JOIN US ....

Going Green: Mapping Patents to Sustainability Goals

PIUG Conference Tuesday, May 3rd 8 am

www.LexisNexisIP.com

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2022 Annual Conference  In-Person Meeting

• Patent, Trademark, Design, Scientific and Business data • Built-in Machine Learning and AI search technology • IP Intelligence, Analytics and Grant Statistics • Enhanced workflow and collaboration solutions Unlock hidden insights and build efficient IP strategies is a true end-to-end Intellectual Property solutions provider to more than 20,000 clients and 1.5M users across 30 countries

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LEARN MORE AT QUESTEL.COM

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T U E S D A Y A F T E R N O O N

Search and Analysis with STNext Prior Art Search Engine Mike Axton (CAS) 1:15 – 1:45 pm

ABSTRACT CAS has developed an AI-based prior art search technology, which is now available in STNext. The Prior Art Analysis generates a set of relevant patent and non-patent literature references published prior to the starting patent document. This session con siders subsequent analysis of the prior art results for insight into the searched technology and discovery of new search terms. Use cases will consider analy sis of CA Concepts, CAS Registry Numbers, patent classifications, and more. Learn how the AI-based Prior Art Analysis may provide new options for your patent search.

BIOGRAPHY Mike is a Customer Success Specialist at CAS, sup porting federal accounts in North America with STNext and other CAS solution-oriented training. He has 8 years’ experience as a patent search spe cialist with strong expertise in scientific information retrieval, including chemistry, biotechnology and materials science. Mike is located near Washington DC and has a Bachelor of Science in Chemistry.

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2022 Annual Conference  In-Person Meeting

Search and Analysis with STNext Prior Art Search Engine  Mike Axton (CAS)

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T U E S D A Y A F T E R N O O N

Eculizumab and the Administrative Nullity Processes of patent in Brazil: a case study Larissa Dutra &Wanise Barroso (Oswaldo Cruz) 1:45 - 2:15 pm

ABSTRACT Eculizumab is a monoclonal antibody drug and has already been described as the most expensive in the world, with an estimated cost of $500,000 per patient per year. For this reason, the Brazilian Minis try of Health (MH) has requested the Oswaldo Cruz Foundation (Fiocruz) for the possibility of establish ing the nullity of two patents granted in Brazil for the use of this drug to treat paroxysmal nocturnal hemoglobinuria (PNH), registered by Alexion Phar maceuticals in the country. Although the patent for Eculizumab (Soliris®) expired on 05 January 2015, which fell within the public domain in Brazil, these two patents prevent the man ufacture, commercialization and use of Eculizumab by interested third parties in the national territory. Against this background, the Administrative Nullity Processes (ANP) were filed at the Brazilian Patent Office (BPO), as the requirements for patentability established in IP Law 9.279/96 (BR) were not met, i.e., inventive activity and novelty of the drug Eculizum ab in its use for PNH. Subsequently, the ANP docu ments were analyzed by the examiners of the BPO and it was decided that the anteriorities and expla nations were valid and it was suggested the Nullity in November 2021.

BIOGRAPHY LARISSA DUTRA holds a pharmacy degree, BA. Currently is a master’s student at Professional Post graduate Program in Management, Research and Development in the Pharmaceutical Industry by Farmanguinhos/Fiocruz. Also holds a postgraduate degree in Scientific and Technology Information in health by ICICT/Fiocruz, as well as an advanced knowledge certification in industrial property by the National Institute of Intellectual Property in Brazil in corporations with Pontifical Catholic University of Rio de Janeiro. WANISE BARROSO is PhD in Information and Com munication Sciences by Université de Toulon et du Var (France). Head Researcher in Health at Fundação Oswaldo Cruz (Fiocruz). She has been working for more than 40 years in Competitive Intelligence, Industrial Property and Management of Technologi cal Innovation, mainly in the areas: patent, database, public domain, technological surveillance and patent oppositions. Substitute coordinator of the Techno logical Innovation Center of Farmanguinhos. Coor dinator of the Professional Postgraduate Program in Management, Research and Development in the Pharmaceutical Industry of Farmanguinhos/Fiocruz.

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2022 Annual Conference  In-Person Meeting

Eculizumab and the Administrative Nullity Processes of patent in Brazil: a case study  Larissa Dutra &Wanise Barroso (Oswaldo Cruz)

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T U E S D A Y A F T E R N O O N

Have We Seen This Patent Family Before? Matt Eberle (BizInt Solutions, Inc.) 2:15 – 2:30 pm ABSTRACT Since its introduction in 1998, BizInt Smart Charts for Patents has provided tools to help patent searchers build compelling reports. Over the years, new sys tems and techniques for searching have proliferated. In this presentation, we will look at the evolution of BizInt Smart Charts capabilities over this time with a case study illustrating different techniques for de termining “have we seen this patent family before” when reviewing data from multiple sources.

BIOGRAPHY Following over ten years of experience at Wyeth, Pfizer and Sunovion as a Senior Information Scien tist 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.

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2022 Annual Conference  In-Person Meeting

Have We Seen This Patent Family Before?  Matt Eberle (BizInt Solutions, Inc.

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T U E S D A Y A F T E R N O O N

Use of Temporal Context in Identifying Fundamental Patents Kevin Hess (HTS LLC) 3:30 – 4:00 pm

ABSTRACT When assessing the value of patents, many factors have been proposed as contributing to the per ceived value, including: claim length, family size, prosecution time, citations, etc. While each has some merit, they do not account for the technology landscape at the time of invention. Consideration of a patent’s temporal context provides insights into how fundamental a patent is its peer group. A case study is presented to demonstrate approaches to temporal analysis and how the results may be useful in valuation or business intelligence. A technology development curve, or S-curve, is derived for tech nologies relevant to the subject patents. The relative location of the patents along the timeline suggests how fundamental a patent is to the technology. As a refinement, rejection analysis is used to identify pat ents that the Examiners consider more fundamen tal within the peer group. The analysis is useful to benchmark dates for further prior art search. Finally, the assessment of which assignees are leaders within the peer group is determined from analysis of cita tions and each company’s relative speed of innova tion. With each approach, the business decisions that may be supported by the analysis are discussed.

BIOGRAPHY 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 dis play, and additive manufacturing (3D printing) mar kets. 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 land scaping and taxonomy development. His industry experience includes R&D and product development positions at Tyrex Corporation, Freescale Semicon ductor, Motorola, Huntsman Corporation, Phillips-Su mika, ConocoPhillips, and JemPac, a semiconductor startup. Kevin is a named inventor on over 50 US and foreign patents granted in semiconductors, electron ics, and materials. He has published on patent search strategy, semiconductor device design and reliabil ity, 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.

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2022 Annual Conference  In-Person Meeting

Use of Temporal Context in Identifying Fundamental Patents  Kevin Hess (HTS LLC)

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T U E S D A Y A F T E R N O O N

Panel Discussion / Round Table Discussions

4:00 – 5:00 pm

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2022 Annual Conference  In-Person Meeting

Panel Discussion / Round Table Discussions

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