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Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Freedom to Operate Opinion
Vandana Mamidanna
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Overview
• Right to use• Country-wise analysis • Not a static single point activity
– Changes in IP Landscape– Changes in Product
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Pre- FTO
– Identify Current Product Characteristics– Identify Any Proposed/Projected Changes To
Be Made To The Product– Is The Product Only For The Local Market Or
International– Determine Level Of Interest In Product And
Next Key Decision Points– Before Further Significant Investment
(Time/Cost), Initiate Patent FTO Search And Analysis
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Initial Search
–Develop expertise/ Use an Expert –Extent of search
• Age of the product • Target Market/Markets• Consider Local searches • Refine the search
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Analysis of Search Results
– Identify Patent Series Of Possible Concern– Review Status (Pending, Granted, Abandoned,
Next Action Due)– Check Original And Latest Claims Where
Identified Patent Applications Are Pending For Relevance . Check Claims Of Granted Patents For Relevance
– Discuss Patent Claims Of Concern With Scientists To Determine If Concerns Are Resolvable By Workaround Activities
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Analysis of Search Results
– If Decision Is To Monitor Pending Claims Of Concern, Introduce A Regular Review Process With Appropriate Reminders
– Consider Possible Invalidity Grounds For Problem Patents – Review Cited Art, Conduct Invalidity Search And Analysis
– Retain Outside Counsel, If Appropriate, And Develop Invalidity Attacks
– Manage FTO issues
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Freedom to Operate – Process Flow
• High Value Database(s)
# Records
• Abstracts• Countries• Remove duplicates
• • Keywords• Substructure• Generic scope
Input
Search
Analysis 1
< Records
• Abstracts• Countries of interest
Analysis 2
<< Records
• Claims• Countries of interest• Issued?
Assess:
• Claims (esp issued)• Countries
InfringementAssessment
Assess:
• Claims(esp issued)• Countries
Invalidity/Workaround
√ OK
TRACK
LITIGATE
STOP
LICENSE
Advice[Repeatover time]
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Mitigate FTO Issues
• Utilise in-house and partners’ knowledge of area • Conduct formal FTO reviews (stage-gate)• Update periodically – new published applications
daily• Patent your inventions (and/or defensive
publication)– Don’t rely on prior user defence to
infringement
•
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Mitigate FTO Issues• Track relevant pending applications
– Intervene as necessary (e.g. 3rd party observations)
– Publish to “throw off the scent”• DON’T ignore relevant valid patents
– Injunctions, enhanced damages, “Bolar” limitations, dealbreaker
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Managing FTO Issues
• Consider workarounds– Re-formulation– Off-shoring
• Develop bargaining chips– Patent in 3rd party space– Solidify your own IP position
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Managing FTO Issues
• License – earlier the better• Look for a win-win• Litigate – courts, patent offices
(oppose/re-examine), ITC, standing issues• Stop
Think IP Strategy Trusted advisors to the world’s most innovative companies
BrisbaneBeijing
ChicagoGoteborg
HyderabadJohannesburg
MelbourneMumbai
Washington D.C.
Thank You [email protected]