cambridgeip: ip data as a source of business intelligence

© 2008 CambridgeIP. All rights reserved..

IP data as a Source of Actionable

Business Intelligence

16th April, 2008

Ilian Iliev (CEO and Founder)

Quentin Tannock (Chairman and Founder)

2 © 2008 CambridgeIP. All rights reserved..

Document Outline

• CambridgeIP Background

• Growing Complexity of IP Strategy Needs

• IP as a Source of Business Intelligence


5 Year Growth of Technology Field and Share of All Biosensors Field

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% of Patents in Last 5 years

% of All Patents in Field

CambridgeIP is an innovative and cost-effective provider of:

• Actionable IP intelligence

• To the technology sector

• In the UK and internationally

We are not a legal service provider:

• IP Lawyers are our clients too

We have offices in Cambridge and London, and representation in Boston, USA

CambridgeIP Snapshot

Number of New Patent Applications by Year

166

32 3426

43

2738 37

45

75 71

97

76 71

102

228

204

140149

82

61

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

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2000

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2006


Document Outline





Increasingly complex uses of IP Intelligence…

Assessing Freedom to Operate (FTO) is only one part of the IP Intelligence needs of technology enterprises

Key Corporate Uses of IP-related Intelligence: R&D Managers & IP Counsel 100%

89%

54%

63%

58%

53% 53%

21% 21%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

FTO analysis Competitive

Environment

Infringement

due diligence

Licensing

strategy

Collaboration

Strategy

New markets M&A due

diligence

Investment

case

IP Portfolio

quality

monitoring

© 2008Source: Survey conducted by CambridgeIP in Dec 07-March 08 with the kind support of EEDA


Increasing complexity in the types of information gathered…

Complex uses of IP Intelligence are associated with a requirement for complex and varied data types: often differing by sector

Type of IP Information Gathered by Respondents100%

95%

79%

63%

42%

16%

11%

5%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Patents in

Focus

Industry

Key

Inventors

Competitor

IP & R&D

Activity

IP & Tech.

Space

Evolution

Trends

Novel Uses of

IP

Bibliometric

IP Data

IP Impact

Information

Patent Law

Changes

Source: Survey conducted by CambridgeIP in Dec 07-March 08 with the kind support of EEDA © 2008


Key implications for your IP Intelligence requirements

The increasing complexity of IP intelligence uses, and the associated complex information needs results in higher resource requirements and complex governance needs

Key implications for the governance of IP Intelligence

– Need for formalised responsibility and resourcing

– Protecting IP is not only a legal concern, but a core part of your business development strategy:

• IP Intelligence feeds into IP Management, Growth Strategy and Business Development it is a core part of your strategy

– Practical implications:

• Involve your IP Manager/Legal counsel in strategy discussions

• Provide your R&D manager/CTO/Bus.Devmt executives with resourcesfor IP Intelligence

• Use a mixture of in-house and external service providers


Document Outline





Defining your industry space 1

Patents can be a highly reliable source of information about an industry

• Legal ‘facts’, ‘audited’ by an authority• Information on technology, inventors, linkages to other fields…

But… there are major challenges related to

• Defining your technology space

• Identifying relevant patents

• Interpreting the results

Akin to finding multiple needles in multiple haystacks

A simple search for ‘silicon device’ returns 671,882 patents! Where do you begin?


Defining your industry space 2

Where reliable and actionable IP intelligence results are required, the method for data gathering and analysis should be:

• Systematic and transparent

• Correspond to the client’s technology & use of technology

• And to the strategic questions asked

Definition of Client Technology Space

Actionable Intelligence

Dataset Development & Analysis


Operating in a complex industry translates into a complex strategic monitoring challenge

Using patent landscaping you can monitor the development of multiple technology spaces within your industry

5 Year Growth of Technology Field and Share of All Biosensors Field

0%

10%

20%

30%

40%

50%

60%

70%

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90%

100%

Therm

om

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ic

Surf

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Acoustic W

ave

Bio

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etic

Para

magnetic

Ram

an

Spectr

oscopy

Flu

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Poly

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se

Chain

Reaction

Optical

Photo

acoustic

Ele

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ochem

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Pie

zoele

ctr

ic

Pyro

lysis

Pate

nts

Filed

in

last

5 Y

ears

as %

of

To

tal

0%

5%

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35%

40%

45%

50%

Tec

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as %

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All

Bio

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nts

% of Patents in Last 5 years

% of A ll Patents in Field


Competitor & Licensing Candidate Intelligence

Comparative analysis of key players’ IP portfolios can provide you with information on R&D trends and licensing opportunities

Selected Assignees: Patent Portfolio Key NumbersRank by

# of

Patents

in S.2

Assignee Name #Assignee

Patents in

Search 2A

Year of 1st

Patent

Application in

Search 2

Total Patents in

Client

Industry*

Total #

Patents by

Assignee

Search 2A

Patents

After 2000

1 ASSIGNEE 1 124 1981 2,568 501,746 23

2 ASSIGNEE 2 50 1978 3,857 676,142 6

3 ASSIGNEE 3 46 1975 3,164 720,028 6

4 ASSIGNEE 4 36 1979 3,413 727,743 11

5 ASSIGNEE 5 14 1977 2,659 155,148 3

Selected Assignees: Patent Portfolio Key RatiosRank by

# of

Patents

in S.2

Assignee Name Assignee

Patents as %

of all Patents

in Search 2A

Search 2A

Patents as % of

All Assignee

Patents in Client

Industry*

Search 2A

Patents as % of

Assignee All

Patents

Overall

Importance

of Client

Industry* for

Assignee

Search 2A

Patents:

Growth

2000-6

1 ASSIGNEE 1 14% 4.8% 0.025% 0.51% 18.5%

2 ASSIGNEE 2 6% 1.3% 0.007% 0.57% 12.0%

3 ASSIGNEE 3 5% 1.5% 0.006% 0.44% 13.0%

4 ASSIGNEE 4 4% 1.1% 0.005% 0.47% 30.6%

10 ASSIGNEE 5 2% 0.5% 0.009% 1.71% 21.4%


Assignee & Inventor Network Analysis

Using patent datasets representative of your technology space, you can discover a technology space‘s innovator networks

Visualising ‘deep’ networks reveals information that is difficult to ‘see’

• Licensing opportunities

• Key experts

• Collaborator networks

• Hiring opportunities

• Network entry points

© 2008© 2008

Legend

Blue Bubble: Inventor

Red Bubble: Patent Owner (Assignee)

Bubble Size: # of Patents

Line Thickness: # of joint patents


There is one core area of application in the client’s space

Over time, 2 key clusters of application have developed

© 2008© 2008© 2008© 2008

Tracking the Evolution of your Technology Space

• A technology initially developed for one industrial application often finds uses in other areas: technology diffusion and migration

• Maintaining industry leadership – or challenging the leaders – often depends on spotting early on such patterns, and identifying novel areas of application of your capabilities

Technology Space: 1998

*IPC stands for International Patent Classification

Core client application area

Technology Space: 2008


Case study: Analysis of key competitors’ patenting strategy and benchmarking against client portfolio

The Competitor Analysis is focused on 3 key questions:

1. What is the competitors’ Patenting Strategy

2. What are the key strengths & weaknesses of their IP Portfolio

3. What are the Portfolio Maintenance costs

Analysis Value Matrix Competitor

Patenting

Strategy

Competitor

Strengths &

Weaknesses

Portfolio

Maintenance

Costs

IPC Composition of Company Portfolio

Technology Evolution - IPC Relationship Maps

Technology Sub-set Composition & Overlap Analysis

Patent Cluster Analysis

High-impact Patent Citation Tree Analysis

History of Patenting (tech. field or portfolio)

Legacy Subset (expired patents)

Application vs. Granted Patents Data

Patent Family Financial Investment

Top Inventor Analysis

Inventor Network Analysis

Geographical Location of Inventors

Geographical Location of Patents Filed

IP Attorneys/Patent Agents

Methods, Approaches and Benefits matrix

Litigation data

The questions are addressed using a mixture of analytical techniques and data sources

The analysis can be focused on individual technology/product areas


A single patent can paint a picture of an industry…

In every industry there is a set of high-impact patents: those with a high number of citations from other inventors and patent examiners

Note: Patent citations are the result of other inventors ‘and patent examiners’ recognition of a patent as prior art

‘Forward citations’: other patents citing focus patent

‘Backward citations’: prior art cited by focus patent


© 2008

Using a single high impact patentwe can map out the key dimensions of an industry

Advanced Patent Analysis: Organisations Citing Focus PatentAssignee

Name

Number of

Forward

Citation

Links to…

Number of

Backward

Citation

Links to…

Total #

Patents in

Patent Tech.

Space

Year of

entry into

the field

Total Patents

in Industry

Space

Company 1 12 0 37 1993 740

Company 2 6 2 25 1998 33

Company 3 4 0 19 1997 953

Company 4 4 6 16 1992 406

University 1 2 0 14 1999 345

University 2 2 0 11 1995 457

Inventor 1 1 6 6 2003 10

Distribution of Forward Citations by Industry

Segments

A61K 9/72

5.2%

A61K 9/12

5.2%

Other

65.9%

A61M 15/00

12.3%

A61K 9/14

6.1%

A61L 9/04

5.2%

© 2008

Industrial applications of Focus Patent’s impact

Network of Inventors Citing a Patent

Analysis of Key Assignees Citing a Patent


Are you fully exploiting the available IP Intelligence insights?

Are you fully exploiting growth opportunities?

Are your competitors benefiting from intelligence you are not fully utilising?

What IP Intelligence would you access if you had the resources?

Investor Comm.s

ID New Markets

IP Portfolio Quality

M&A Strategy Collabor

ation Opportunities

Out-Licensing

In-Licensing

Infringement Monitor

Competitor

Monitor

FTO Analysis

IP Intel. Uses


…and finally…

CambridgeIP can provide you with a cost-effective solution: whether for a once-off project or repeat needs

Feel free to discuss your specific IP Intelligence requirements with Quentin or Ilian

Sign up to our Newsletter and visit our blog to get regular IP Intelligence insights

Thank You !

Ilian Iliev

(CEO and Founder)

E-mail: [email protected]

GSM: 077 863 73965

Tel: 01223 370 098

Quentin Tannock

(Chairman and Founder)

E-mail: [email protected]

GSM: 077 8621 0305

Tel: 01223 370 098