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Why should you care about
intellectual property rights?
Azèle Mathieu, PhD
3 February 2015
1
Azèle Mathieu
2
Business background
• Manager health cluster lifetech.brussels
(www.lifetechbrussels.com )
• Financial Advisor @impulse.brussels
• Business Development Manager@Bone Therapeutics
• Business Development Manager@ULB Technology
Transfer Office
Academic background
• Professor Technology Transfer (7th year) & Business
Planning (3rd year) @ Solvay Brussels School of
Economics and Management (SBS-EM), Master &
MBA
• PhD in Economics and Management
!!! Protecting your IP
does not mean
not sharing your ideas !!!
3
4
Why should you care about IP?
Benefits for you
5
• Raise your awareness!
• Spare time
– Think before you act
– Experts, online resources, patent attorneys,…
• Spare money
– “IP is expensive” … but lawsuits are!
– Example
– Public financial incentives
• Consolidate your competitive advantage
– Innovative business model
– Innovative product/service
– …
– IP?
• In some cases, can be a leverage to earn money
Intellectual property & value
6
Coca-Cola®
TM: EUR 58.7 Billion
Apple® iPod touch®
> 100 Mio sold over 6 years
Harry Potter
Copyright: EUR 681 Mio
Polaroid® instant camera
Patents: EUR 692 Mio
DNA copying process
Patents: EUR 225 Mio
EPO/OHIM Intellectual Property Teaching Kit - IP Basics
What do you know about
Intellectual Property Rights?
7
8
What is Intellectual Property?
9
IP is
- a collection of
- legal and enforceable rights that
- provide control of the availability and use of
- skills, creativity, resources and technology and
- give the owner or his licensee a competitive
advantage.
These rights are exclusive to the owner, but also come
with some important exceptions.
Agenda
10
• Types of IP
– Copyright
– Trademark
– Design
– Trade secret
– Patent
• Key resources
Overview of Intellectual
Property rights
11
Legal rights What for? How?
Patents New inventions
Application and
examination
Copyright ©
Original creative or artistic
forms
Exists automatically
upon fixation
Trade marks ™/®
Distinctive identification of
the source of a
good/service
Use and/or
registration
Registered
designs
External appearance Registration
Trade secrets
Valuable information not
known to the public
Reasonable efforts
to keep secret
12
Legal rights What for? How?
Patents New inventions
Application and
examination
Copyright ©
Original creative or artistic
forms
Exists automatically
upon fixation
Trade marks ™/®
Distinctive identification of
the source of a
good/service
Use and/or
registration
Registered
designs
External appearance Registration
Trade secrets
Valuable information not
known to the public
Reasonable efforts
to keep secret
Overview of Intellectual
Property rights
When should you start
taking care of your IP?
13
Legal rights When
Patents Before any (scientific) publication
Copyright ©
Ok exists automatically =>
publication
Trade marks ™/®
Before marketing your
product/service
(e.g. info on the net)
Registered designs
Before outsourcing the making of
the object (e.g. Get Well Kit)
Trade secrets Keep it secret… all the time
"Information is the
lifeblood of the
company”
Intellectual Property (1/2)
14
• Copyright ©
– protects creative expression stored in a tangible format
(for example, books, recorded music, paintings,
sculptures, films, and software code)
• Trademark ® / TM
– Protection of distinguishing assets to help public identify
source of a good/service (for example, brands and logos)
• Design and Industrial Model
– Protection of aesthetic visible qualities (for example, the
form and shape of a product)
Intellectual Property (2/2)
15
• Patent (patented/patent pending)
– Protection of technical inventions (for example, a
product or manufacturing process)
• Trade secret or know how
– Protection of undisclosed know-how (for example, a
recipe, technique, process, customer list, business
plan)
16
What kind of IP Exists in this
iphone?
Some IP found in a mobile phone
17
• Trade marks:
– Apple logo
– Product name “iPhone”
– Software “iOS”?
• Patents:
– Data-processing methods
– Semiconductor circuits
– Chemical compounds,…
• Copyrights:
– Software code
– Instruction manual
– Ringtone,…
• Trade secrets:
– ?
• Designs (some of them registered):
– Form of the overall phone
– Arrangement of buttons in oval
shape
– Three-dimensional wave form of
buttons,…
Some IP found in a mobile phone
18
• Trade marks:
– Apple logo
– Product name “iPhone”
– Software “iOS”?
• Patents:
– Data-processing methods
– Semiconductor circuits
– Chemical compounds,…
• Copyrights:
– Software code
– Instruction manual
– Ringtone,…
• Trade secrets:
– ?
• Designs (some of them registered):
– Form of the overall phone
– Arrangement of buttons in oval
shape
– Three-dimensional wave form of
buttons,…
Agenda
19
• Types of IP
– Copyright
– Trademark
– Design
– Trade secret
– Patent
• Key resources
Copyright
20
Copyright
21
• Definition
– The exclusive, legally secured right to publish, reproduce and sell the
matter and form of a literary, musical, dramatic or artistic work
• Original works of authorship protected, include:
– Literary works (includes computer source code!)
– Musical works
– Dramatic works
– Choreographic works
– Pictorial, graphical, sculptural works
– Motion pictures
– Architectural works
• Example: dictionary (Van Dale)
Copyright
22
• Exception/Limitations:
– Limited in duration (though quite long!)
– Ideas vs. Expression
– “Fair use” when being reproduced but no protection
for purposes such as criticism, comment, news
reporting, teaching, research, further improvements,
etc.
– “Private copies”
Agenda
23
• Types of IP
– Copyright
– Trademark
– Design
– Trade secret
– Patent
• Key resources
Trademarks
24
• Definition
– Any means to identify and distinguish products or services
• Duration:
– Period of 10 years indefinitely renewable
• Requirements:
– Should have a distinguishing character, without being too
descriptive
– National registration
• Examples:
– words, sign, sentence, odor, shape, color, tune, noise,…
Trademarks
25
• “(…) Our registered trade mark (…) provides us with a consistent image to the
marketplace. It's all about consumer recognition".
• The Coffee Club trade mark is registered
– with IP Australia across a variety of classes.
– in more than a dozen countries; providing protection for what could
conceivably be a global market.
• “Intellectual property - our trade marks, copyrighted menus, brochures and
so on - all of this is just as important to us as any other business issue. Maybe
more so because that is what makes us distinctive, different from the rest”.
• The Coffee Club's secure IP is attractive to potential franchisees. “(…)
protected from local and international competitors trying to imitate The
Coffee Club brand, which could threaten our investment.”
Source: http://www.ipaustralia.gov.au
When
buying/investing/partnering
in/with a company, be careful of
who holds the IP rights and if
they are included in the deal...
Trademarks
VW vs. Rolls Royce case
26
Source: http://www.ipaustralia.gov.au
Trademarks
27
• Is my trademark already used/registered by another
company?
– Search on:
https://register.boip.int/bmbonline/intro/show.do
– Example: search for the mark “PREOB”:
http://www.wipo.int/romarin/advSearch.do?ID=0&searc
hString=+/MARKGR/INTREGN+contains+972042&search
DatabaseAct=on&searchDatabaseDel=on
– Refused marks:
https://register.boip.int/bmbonline/search/publication/p
erform.do
Source: www.boip.int
Agenda
28
• Types of IP
– Copyright
– Trademark
– Design
– Trade secret
– Patent
• Key resources
Designs or industrial models
29
• Definition
– Industrial models or design protect the aesthetic
qualities of a particular shape or form of a certain
product having a specific function
• Duration:
– 5 + 5 + 5 years
Designs or industrial models
30
• The problem: competitor copying designs
• Is my industrial model already used/registered by another
company?
– Search on: https://register.boip.int/designsOnlineWeb/?l=fr
– Example: search for chair
http://www.wipo.int/wipo_magazine/en/2012/06/article_00
04.html
• The lesson: register designs before releasing them to the market
Source: www.boip.int
Agenda
31
• Types of IP
– Copyright
– Trademark
– Design
– Trade secret
– Patent
• Key resources
Trade secrets or know how
32
• Secret information giving an advantage over
competitors.
• Will need to be kept secret…
– Take all reasonable steps such as confidential
agreements, clauses in contracts,…
Agenda
33
• Types of IP
– Copyright
– Trademark
– Design
– Trade secret
– Patent
• Key resources
A patent: definition
34
 Exclusive right
 “Negative” right
 Granted for an invention, product/process offering a new
technical solution to a problem
 Duration: 20 years
 Implication: the invention cannot be commercially made,
used, distributed or sold without the patent owner's
consent
Conditions to be fulfilled
35
 Practical use
 Industrial application
 Can be made or used in any kind of industry
 Element of novelty
 Not publicly available
 Not part of the state of the art
 Inventive step
 Not obvious to a person skilled in the art
 Accepted as "patentable" under law
A patent is a contract between an
inventor and a state
36
Inventor State
1. Protection for about 20 years 1. Publication of the invention
2. Exclusive rights to produce, use, sell
and import the invention
- To recup investment in R&D
- To strenghten market position and
competitiveness
- To spread new technical knowledge
- To avoid R&D duplication
- To foster innovation
Which roles a patent may fulfil ?(1/2)
37
 Competitive advantage
 Attraction of capital
 Negotiating power
● Technological negotiations
● Business negotiations
 (Cross/sub)-licensing agreements
 Bargain against financial difficulties
Patent portfolio = a valuable
intangible asset
38
1.100 patents
$500 millions - $2.6 billions
=
The multiple roles of a patent: (2/2)
39
 Securing international and national markets
 Defensive and offensive strategies
 Improving the reputation
 Facilitating the coordination amongst partners
 …
Agenda
40
• Types of IP
– Copyright
– Trademark
– Design
– Trade secret
– Patent
• Key resources
Resources
41
• https://www.iprhelpdesk.eu/
• http://www.ideasmatter.com/
• http://www.ipaustralia.gov.au/understanding-intellectual-property/case-studies/
• OHMI - Trademark, Design, Industrial secret:
https://oami.europa.eu/ohimportal/fr/
• EPO - Patent:
http://www.epo.org/
In Belgium:
• OBPI – Trademark, Design, Industrial secret
https://www.boip.int/wps/portal/site/home/!ut/p/a1/04_Sj9CPykssy0xPLMnMz0vMAfGjzOKdg5w8HZ0MHQ0MfJ
3MDTx9Hb28_Xz8jC0CDPSD04r0C7IdFQH92-xE/
• OPRI - Patent
http://economie.fgov.be/fr/entreprises/propriete_intellectuelle/Aspects_institutionnels_et_pratiques/OPRI/#.U8
JKXk2KAkI
• Public financial incentives:
http://newinnoviris.irisnet.be/fr/soutien-financier-entreprises/programmes-bruxellois/protect-patent
http://www.ecosubsibru.be/index.cfm?fuseaction=aides.aides_one&aide_id=28&language=FR
Q&A
42

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Why should you care about intellectual property?

  • 1. Why should you care about intellectual property rights? Azèle Mathieu, PhD 3 February 2015 1
  • 2. Azèle Mathieu 2 Business background • Manager health cluster lifetech.brussels (www.lifetechbrussels.com ) • Financial Advisor @impulse.brussels • Business Development Manager@Bone Therapeutics • Business Development Manager@ULB Technology Transfer Office Academic background • Professor Technology Transfer (7th year) & Business Planning (3rd year) @ Solvay Brussels School of Economics and Management (SBS-EM), Master & MBA • PhD in Economics and Management
  • 3. !!! Protecting your IP does not mean not sharing your ideas !!! 3
  • 4. 4 Why should you care about IP?
  • 5. Benefits for you 5 • Raise your awareness! • Spare time – Think before you act – Experts, online resources, patent attorneys,… • Spare money – “IP is expensive” … but lawsuits are! – Example – Public financial incentives • Consolidate your competitive advantage – Innovative business model – Innovative product/service – … – IP? • In some cases, can be a leverage to earn money
  • 6. Intellectual property & value 6 Coca-Cola® TM: EUR 58.7 Billion Apple® iPod touch® > 100 Mio sold over 6 years Harry Potter Copyright: EUR 681 Mio Polaroid® instant camera Patents: EUR 692 Mio DNA copying process Patents: EUR 225 Mio EPO/OHIM Intellectual Property Teaching Kit - IP Basics
  • 7. What do you know about Intellectual Property Rights? 7
  • 8. 8
  • 9. What is Intellectual Property? 9 IP is - a collection of - legal and enforceable rights that - provide control of the availability and use of - skills, creativity, resources and technology and - give the owner or his licensee a competitive advantage. These rights are exclusive to the owner, but also come with some important exceptions.
  • 10. Agenda 10 • Types of IP – Copyright – Trademark – Design – Trade secret – Patent • Key resources
  • 11. Overview of Intellectual Property rights 11 Legal rights What for? How? Patents New inventions Application and examination Copyright © Original creative or artistic forms Exists automatically upon fixation Trade marks ™/® Distinctive identification of the source of a good/service Use and/or registration Registered designs External appearance Registration Trade secrets Valuable information not known to the public Reasonable efforts to keep secret
  • 12. 12 Legal rights What for? How? Patents New inventions Application and examination Copyright © Original creative or artistic forms Exists automatically upon fixation Trade marks ™/® Distinctive identification of the source of a good/service Use and/or registration Registered designs External appearance Registration Trade secrets Valuable information not known to the public Reasonable efforts to keep secret Overview of Intellectual Property rights
  • 13. When should you start taking care of your IP? 13 Legal rights When Patents Before any (scientific) publication Copyright © Ok exists automatically => publication Trade marks ™/® Before marketing your product/service (e.g. info on the net) Registered designs Before outsourcing the making of the object (e.g. Get Well Kit) Trade secrets Keep it secret… all the time "Information is the lifeblood of the company”
  • 14. Intellectual Property (1/2) 14 • Copyright © – protects creative expression stored in a tangible format (for example, books, recorded music, paintings, sculptures, films, and software code) • Trademark ® / TM – Protection of distinguishing assets to help public identify source of a good/service (for example, brands and logos) • Design and Industrial Model – Protection of aesthetic visible qualities (for example, the form and shape of a product)
  • 15. Intellectual Property (2/2) 15 • Patent (patented/patent pending) – Protection of technical inventions (for example, a product or manufacturing process) • Trade secret or know how – Protection of undisclosed know-how (for example, a recipe, technique, process, customer list, business plan)
  • 16. 16 What kind of IP Exists in this iphone?
  • 17. Some IP found in a mobile phone 17 • Trade marks: – Apple logo – Product name “iPhone” – Software “iOS”? • Patents: – Data-processing methods – Semiconductor circuits – Chemical compounds,… • Copyrights: – Software code – Instruction manual – Ringtone,… • Trade secrets: – ? • Designs (some of them registered): – Form of the overall phone – Arrangement of buttons in oval shape – Three-dimensional wave form of buttons,…
  • 18. Some IP found in a mobile phone 18 • Trade marks: – Apple logo – Product name “iPhone” – Software “iOS”? • Patents: – Data-processing methods – Semiconductor circuits – Chemical compounds,… • Copyrights: – Software code – Instruction manual – Ringtone,… • Trade secrets: – ? • Designs (some of them registered): – Form of the overall phone – Arrangement of buttons in oval shape – Three-dimensional wave form of buttons,…
  • 19. Agenda 19 • Types of IP – Copyright – Trademark – Design – Trade secret – Patent • Key resources
  • 21. Copyright 21 • Definition – The exclusive, legally secured right to publish, reproduce and sell the matter and form of a literary, musical, dramatic or artistic work • Original works of authorship protected, include: – Literary works (includes computer source code!) – Musical works – Dramatic works – Choreographic works – Pictorial, graphical, sculptural works – Motion pictures – Architectural works • Example: dictionary (Van Dale)
  • 22. Copyright 22 • Exception/Limitations: – Limited in duration (though quite long!) – Ideas vs. Expression – “Fair use” when being reproduced but no protection for purposes such as criticism, comment, news reporting, teaching, research, further improvements, etc. – “Private copies”
  • 23. Agenda 23 • Types of IP – Copyright – Trademark – Design – Trade secret – Patent • Key resources
  • 24. Trademarks 24 • Definition – Any means to identify and distinguish products or services • Duration: – Period of 10 years indefinitely renewable • Requirements: – Should have a distinguishing character, without being too descriptive – National registration • Examples: – words, sign, sentence, odor, shape, color, tune, noise,…
  • 25. Trademarks 25 • “(…) Our registered trade mark (…) provides us with a consistent image to the marketplace. It's all about consumer recognition". • The Coffee Club trade mark is registered – with IP Australia across a variety of classes. – in more than a dozen countries; providing protection for what could conceivably be a global market. • “Intellectual property - our trade marks, copyrighted menus, brochures and so on - all of this is just as important to us as any other business issue. Maybe more so because that is what makes us distinctive, different from the rest”. • The Coffee Club's secure IP is attractive to potential franchisees. “(…) protected from local and international competitors trying to imitate The Coffee Club brand, which could threaten our investment.” Source: http://www.ipaustralia.gov.au
  • 26. When buying/investing/partnering in/with a company, be careful of who holds the IP rights and if they are included in the deal... Trademarks VW vs. Rolls Royce case 26 Source: http://www.ipaustralia.gov.au
  • 27. Trademarks 27 • Is my trademark already used/registered by another company? – Search on: https://register.boip.int/bmbonline/intro/show.do – Example: search for the mark “PREOB”: http://www.wipo.int/romarin/advSearch.do?ID=0&searc hString=+/MARKGR/INTREGN+contains+972042&search DatabaseAct=on&searchDatabaseDel=on – Refused marks: https://register.boip.int/bmbonline/search/publication/p erform.do Source: www.boip.int
  • 28. Agenda 28 • Types of IP – Copyright – Trademark – Design – Trade secret – Patent • Key resources
  • 29. Designs or industrial models 29 • Definition – Industrial models or design protect the aesthetic qualities of a particular shape or form of a certain product having a specific function • Duration: – 5 + 5 + 5 years
  • 30. Designs or industrial models 30 • The problem: competitor copying designs • Is my industrial model already used/registered by another company? – Search on: https://register.boip.int/designsOnlineWeb/?l=fr – Example: search for chair http://www.wipo.int/wipo_magazine/en/2012/06/article_00 04.html • The lesson: register designs before releasing them to the market Source: www.boip.int
  • 31. Agenda 31 • Types of IP – Copyright – Trademark – Design – Trade secret – Patent • Key resources
  • 32. Trade secrets or know how 32 • Secret information giving an advantage over competitors. • Will need to be kept secret… – Take all reasonable steps such as confidential agreements, clauses in contracts,…
  • 33. Agenda 33 • Types of IP – Copyright – Trademark – Design – Trade secret – Patent • Key resources
  • 34. A patent: definition 34  Exclusive right  “Negative” right  Granted for an invention, product/process offering a new technical solution to a problem  Duration: 20 years  Implication: the invention cannot be commercially made, used, distributed or sold without the patent owner's consent
  • 35. Conditions to be fulfilled 35  Practical use  Industrial application  Can be made or used in any kind of industry  Element of novelty  Not publicly available  Not part of the state of the art  Inventive step  Not obvious to a person skilled in the art  Accepted as "patentable" under law
  • 36. A patent is a contract between an inventor and a state 36 Inventor State 1. Protection for about 20 years 1. Publication of the invention 2. Exclusive rights to produce, use, sell and import the invention - To recup investment in R&D - To strenghten market position and competitiveness - To spread new technical knowledge - To avoid R&D duplication - To foster innovation
  • 37. Which roles a patent may fulfil ?(1/2) 37  Competitive advantage  Attraction of capital  Negotiating power ● Technological negotiations ● Business negotiations  (Cross/sub)-licensing agreements  Bargain against financial difficulties
  • 38. Patent portfolio = a valuable intangible asset 38 1.100 patents $500 millions - $2.6 billions =
  • 39. The multiple roles of a patent: (2/2) 39  Securing international and national markets  Defensive and offensive strategies  Improving the reputation  Facilitating the coordination amongst partners  …
  • 40. Agenda 40 • Types of IP – Copyright – Trademark – Design – Trade secret – Patent • Key resources
  • 41. Resources 41 • https://www.iprhelpdesk.eu/ • http://www.ideasmatter.com/ • http://www.ipaustralia.gov.au/understanding-intellectual-property/case-studies/ • OHMI - Trademark, Design, Industrial secret: https://oami.europa.eu/ohimportal/fr/ • EPO - Patent: http://www.epo.org/ In Belgium: • OBPI – Trademark, Design, Industrial secret https://www.boip.int/wps/portal/site/home/!ut/p/a1/04_Sj9CPykssy0xPLMnMz0vMAfGjzOKdg5w8HZ0MHQ0MfJ 3MDTx9Hb28_Xz8jC0CDPSD04r0C7IdFQH92-xE/ • OPRI - Patent http://economie.fgov.be/fr/entreprises/propriete_intellectuelle/Aspects_institutionnels_et_pratiques/OPRI/#.U8 JKXk2KAkI • Public financial incentives: http://newinnoviris.irisnet.be/fr/soutien-financier-entreprises/programmes-bruxellois/protect-patent http://www.ecosubsibru.be/index.cfm?fuseaction=aides.aides_one&aide_id=28&language=FR