WED - PIUG 2022 Virtual Meeting

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

WORKSHOP: Critical Patent Metrics in a Snap(shot) Janice Stevenson (IFI CLAIMS Patent Services) 2:45 – 3:45 pm

ABSTRACT “S&P 500 companies’ intangible assets have gone from 17% of total assets in 1975 to 90% last year,” (2020). * As these assets become more and more mainstream, wading into the thicket of patent data seeking reasonable estimates of value is daunting. Using IFI Snapshots in combination with our ever evolving Ultimate Owner collection can simplify the quest for wise M&A decisions, risk analyses, and competitive intelligence. * Alan Murray and David Meyer, “We are All Tech Companies Now,” Fortune, 2021 In this workshop we will review the crucial indicators contained within the IFI Snapshot; in cluding patent status, anticipated expiration, claims summaries, and assignee/applicant name standard ization - a proprietary IFI process leveraging over seven decades of painstaking work normalizing myriad name variations under a precise, searchable designation; the IFI Standardized Name. We will then examine the interaction between IFI Names and the IFI Ultimate Owners to shed light on elements such as the geographic distribution of IP rights, the ebb and flow of technologies, and the overall health of patent portfolios within global organizations. Along the way, we will also illustrate how patent data can be used to quickly identify “red flags” that may arise during a M&A. This includes events such as EP validation decisions, PCT filing decisions, annuity, and maintenance payments – who decides and who pays.

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.

30