Pharma/Biotech IP Due Diligence

Wednesday, January 28, 2009

About

Whether you are a larger company conducting the diligence or a target being examined, you need to attend this annual event to ensure the value of the IP with a thorough and effective IP due diligence review.

IP due diligence is now a central concern and struggle for companies in life science-related industries, due to the substantial growth of mergers and acquisitions, spin-outs, and divestitures, as well as the evolving role of licensing and collaborative arrangements. If the due diligence is not properly conducted, you run the risk of loss of reputation, loss of profits, or even ruin.

Furthermore, since the intellectual property at issue can make or break a deal, it is imperative that you are aware of all of the current changes to patent practices. Proposed legislation, recent case law and proposed USPTO Rules complicate the patent landscape even further.

This is the ONLY proven event where an experienced faculty of leading IP practitioners and in-house patent and IP counsel will not only give you the most up-to-date information about a constantly evolving patent landscape, but will show you how to incorporate these changes into your diligence review to accurately analyze the value of the IP. You will also learn best practices from representatives of leading companies who have “been there” and managed successful and cost-effective IP diligence review, including practical advice and the tools you need to develop flexible checklists, structure the review based on the type of deal, evaluate the patent portfolio, prepare for the review and much more.

Contents & Contributors

About

Whether you are a larger company conducting the diligence or a target being examined, you need to attend this annual event to ensure the value of the IP with a thorough and effective IP due diligence review.

IP due diligence is now a central concern and struggle for companies in life science-related industries, due to the substantial growth of mergers and acquisitions, spin-outs, and divestitures, as well as the evolving role of licensing and collaborative arrangements. If the due diligence is not properly conducted, you run the risk of loss of reputation, loss of profits, or even ruin.

Furthermore, since the intellectual property at issue can make or break a deal, it is imperative that you are aware of all of the current changes to patent practices. Proposed legislation, recent case law and proposed USPTO Rules complicate the patent landscape even further.

This is the ONLY proven event where an experienced faculty of leading IP practitioners and in-house patent and IP counsel will not only give you the most up-to-date information about a constantly evolving patent landscape, but will show you how to incorporate these changes into your diligence review to accurately analyze the value of the IP. You will also learn best practices from representatives of leading companies who have “been there” and managed successful and cost-effective IP diligence review, including practical advice and the tools you need to develop flexible checklists, structure the review based on the type of deal, evaluate the patent portfolio, prepare for the review and much more.

Contents & Contributors

Defining the Company’s Goals before You Begin the Due Diligence Review and Crafting an Accordant Checklist
Thomas M. Argentieri, Ph.D., Senior Director, Licensing, Global Business Development, Wyeth Pharmaceuticals (Collegeville, PA)
Theresa A. Devlin, Senior Patent Attorney, AstraZeneca Pharmaceuticals LP(Boston, MA)
Mark S. Cohen, Senior Partner and Chair of Life Science Group, Pearl Cohen Zedek Latzer LLP (New York, NY)
Henry P. Doggrell, Vice President and General Counsel, GTx, Inc. (Memphis, TN)
Christine McCormack, Senior Patent Attorney, AstraZeneca Pharmaceuticals LP (Boston, MA)

Navigating the Dynamic Labryinth of Recent Cases, Rules, and Regulations Affecting the Company's Due Diligence Analysis
Mary Ann Dillahunty, Vice President, Intellectual Property, Oncolytics Biotech, Inc. (Calgary, AB)
Eric J. Marandett, Partner and Chair, Intellectual Property Litigation Group Choate Hall & Stewart LLP (Boston, MA)

Setting up an Electronic Data Room to Protect the Company's Vital Interests
Richard J. Berman, Partner, Arent Fox LLP (Washington, DC)
Steven A. Bossone, Patent Counsel, Shire HGT, Inc. (Cambridge, MA)
Thomas David, Senior Vice President, Operations, Avalon Pharmaceuticals, Inc. (Germantown, MD)

Sweet Land of Libert...Let Freedom to Operate Ring!
Michelle L. Lewis, Senior Patent Attorney, ZymoGenetics, Inc. (Seattle, WA)
David S. Resnick, Partner and Leader, Biotechnology/Chemistry Team
Nixon Peabody LLP (Boston, MA)
Brian J. Walsh, Assistant General Counsel, ZymoGenetics, Inc. (Seattle, WA)

Uncovering the Vulnerable Spots for "In Licensing" Deals

Matthew J. Golden, Legal Director, Patents, Schering-Plough Corporation (Kenilworth, NJ)
Renee Kosslak, Ph.D., General Patent Counsel, PDL BioPharma, Inc. (Redwood City, CA)

I've Got A Trade Secret: Incorporating the Target Company's Soft IP Assets in Your Due Diligence Analysis
Carl C. Butzer, Partner, Jackson Walker LLP (Dallas, TX)
Andrew A. Paul, Senior Counsel, Procter & Gamble Company (Cincinnati, OH)

Using Due Diligence to Reveal, Analyze, and Measure the Specific Risks for the Pharmaceutical or Biotech Target or Licensor
Kate Deeley, Senior Vice President & General Counsel, Trubion Pharmaceuticals (Seattle, WA)
Seth H. Jacobs, Senior Patent Counsel, Pfizer, Inc. (New York, NY)
George C. Jen, Ph.D., Senior Director, Legal Global Partnership Roche Palo Alto LLC (Palo Alto, CA)

Dissecting the Due Diligence Challenges for a Pharma/Biotech Acquirer, Licensee, or Collaborator
Allen R. Baum, Partner, Brinks Hofer Gilson & Lione P.C. (Raleigh, NC)
Bruce A. Pokras, Senior Corporate Counsel, Pfizer, Inc. (New York, NY)

Balancing between the Company's Attorney-Client Privilege and the Need to Disclose Information
Thomas E. Duley, Of Counsel, Morgan Lewis & Bockius LLP (San Francisco, CA)

Adjusting Your Due Diligence Approach in Transactions with Universities
Wesley D. Blakeslee, Executive Director of Johns Hopkins Technology Transfer Johns Hopkins University (Baltimore, MD)
Tena Herlihy, Counsel, MIT Technology Licensing Office (Cambridge, MA)
Jeffrey M. Sears, Ph.D., Associate General Counsel, Columbia University (New York, NY)

Analyzing the Needs of a Venture Capitalist in the Company's Due Diligence Research
Mary Lincoln Campbell, Managing Director, EDF Ventures (Ann Arbor, MI)
Thomas D. Weldon, Chairman and Managing Director, Accuitive Medical Ventures (Duluth, GA)
Alex Zisson, Partner, Thomas, McNerney & Partners, LLC (Stamford, CT)

Assessing the Findings of the Due Diligence Review upon Its Completion
James M. Gould, Legal Director -Global Patent Litigation, Schering-Plough Corporation (Kenilworth, NJ)
Mark D. Sweet, Partner, Finnegan, Henderson, Farabow, Garrett & Dunner LLP (Washington, D.C.)



DOCUMENT TYPES: PPT DOC PDF PPTX PRESENTATIONS AVAILABLE: 26

7:30
Registration and Continental Breakfast
8:15
Co-Chairs' Opening Remarks
Ms. Mary Ann Dillahunty
Vice President‚ Intellectual Property
Oncolytics Biotech‚ Inc.
Mr. William Majarian
Vice President‚ Corporate Intellectual Property
GlaxoSmithKline
8:30
Defining the Company's Goals before You Begin the Due Diligence Review and Crafting an Accordant Checklist
Moderator: Ms. Mary Catherine DiNunzio
Head of Global Patent Alliances
H. Lundbeck A/S
Mr. Thomas Argentieri
Senior Director of Licensing‚ Global Business Development
Wyeth Pharmaceuticals
1 file
Pharma/Biotech IP Due Diligence
677.5 KB 12 pages Presentation
PPT - Pharma/Biotech IP Due Diligence
Ms. Teresa Devlin
Senior Patent Attorney
AstraZeneca Pharmaceuticals
1 file
Creating an IP Due Diligence Checklist
403 KB 28 pages Presentation
PPT - Creating an IP Due Diligence Checklist
Ms. Christine McCormack
Senior Patent Attorney
AstraZeneca Pharmaceuticals
Mr. Mark Cohen
Senior Chair of Life Science Group
Pearl Cohen Zedek Latzer LLP
1 file
PHARMA / BIOTECH IP DUE DILIGENCE
621 KB 15 pages Presentation
PPT - PHARMA / BIOTECH IP DUE DILIGENCE
Mr. Henry Doggrell
Vice President and General Counsel
GTx‚ Inc.
10:00
Coffee Break
10:15
Navigating the Dynamic Labryinth of Recent Cases‚ Rules‚ and Regulations Affecting the Company's Due Diligence Analysis
Ms. Mary Ann Dillahunty
Vice President‚ Intellectual Property
Oncolytics Biotech‚ Inc.
1 file
Case Law Discussion
1.2 MB 25 pages Presentation
PPT - Case Law Discussion
Mr. Eric Marandett
Partner and Chair‚ Intellectual Property Litigation Group
Choate Hall & Stewart LLP
1 file
Navigating the Dynamic Labyrinth of Recent Cases, Rules, and Regulations Affecting the Company’s Due Diligence Analysis
231.5 KB 22 pages Presentation
PPT - Navigating the Dynamic Labyrinth of Recent Cases, Rules, and Regulations  Affecting the Company’s Due Diligence Analysis
11:15
Setting up an Electronic Data Room to Protect the Company's Vital Interests
Richard J. Berman
Partner
Arent Fox LLP
1 file
Outside Counsel: Your Due Diligence Traffic Cop
250.5 KB 12 pages Presentation
PPT - Outside Counsel: Your Due Diligence Traffic Cop
Mr. Steven Bossone
Patent Counsel
Shire HGT‚ Inc.
1 file
The In House Counsel Perspective
207 KB 8 pages Presentation
PPT - The In House Counsel Perspective
Mr. Thomas David
Senior Vice President‚ Operations
Avalon Pharmaceuticals‚ Inc.
1 file
Electronic Data Room Capabilities
1.1 MB 7 pages Presentation
PPT - Electronic Data Room Capabilities
12:15
Networking Luncheon Hosted by: Ropes & Gray
13:30
Sweet Land of Libert...Let Freedom to Operate Ring!
Ms. Michelle Lewis
Vice President of Intellectual Property
Molecular Templates
Mr. David S. Resnick
Partner; Co-Practice Group Leader
Nixon & Peabody LLP
Mr. Brian Walsh
Assistant General Counsel‚ Patents
ZymoGenetics‚ Inc.
1 file
Freedom to Operate - A VIEW FROM ALL SIDES
895 KB 22 pages Presentation
PPT - Freedom to Operate - A VIEW FROM ALL SIDES
14:30
Uncovering the Vulnerable Spots for ""In Licensing"" Deals
Mr. Richard Bork
Corporate Patent Counsel
Novo Nordisk Inc.
Ms. Teresa Bittenbender
Patent and Licensing Attorney
The Bittenbender Firm
Mr. Matthew Golden
Legal Director‚ Patents
Merck & Co.‚ Inc.
1 file
IP Due Diligence in an OTC World
363 KB 11 pages Presentation
PPT - IP Due Diligence in an OTC World
Renee Kosslak, PhD
Senior Counsel
Abbott Laboratories
1 file
Uncovering Vulnerable Spots for “In Licensing” Deals
310.5 KB 15 pages Presentation
PPT - Uncovering Vulnerable Spots for “In Licensing” Deals
15:55
Refreshment Break
16:05
I've Got A Trade Secret: Incorporating the Target Company's Soft IP Assets in Your Due Diligence Analysis
Mr. Carl Butzer
Partner
Jackson Walker LLP
1 file
I’VE GOT A TRADE SECRET: Protection of Trade Secrets and Trademark Due Diligence
1.2 MB 26 pages Presentation
PPT - I’VE GOT A TRADE SECRET: Protection of Trade Secrets and Trademark Due Diligence
Andrew Paul
Senior Counsel
Procter & Gamble Company
1 file
Are Their Soft IP Assets Well Kept Trade Secrets?
245 KB 14 pages Presentation
PPT - Are Their Soft IP Assets Well Kept Trade Secrets?
17:15
Conference Adjourns to Day Two
7:30
Continental Breakfast
8:30
Co-Chairs' Opening Remarks
Ms. Mary Ann Dillahunty
Vice President‚ Intellectual Property
Oncolytics Biotech‚ Inc.
Mr. William Majarian
Vice President‚ Corporate Intellectual Property
GlaxoSmithKline
8:40
Using Due Diligence to Reveal‚ Analyze‚ and Measure the Specific Risks for the Pharmaceutical or Biotech Target or Licensor
Ms. Kate Deeley
Senior Vice President & General Counsel
Trubion Pharmaceuticals
1 file
Taking Care to Avoid Contamination
555 KB 22 pages Presentation
PPT - Taking Care to Avoid Contamination
Mr. Seth Jacobs
Senior Patent Counsel
Pfizer‚ Inc.
1 file
Using Due Diligence to Reveal, Analyze, and Measure the Specific Risks for the Pharmaceutical Target or Licensor: Select Thoughts
159 KB 12 pages Presentation
PPT - Using Due Diligence to Reveal, Analyze, and Measure the Specific Risks for the Pharmaceutical Target or Licensor: Select Thoughts
Dr. George Jen
Senior Director‚ Legal Global Partnership
Roche Palo Alto
1 file
Observations from the Trenches
143 KB 10 pages Presentation
PPT - Observations from the Trenches
Moderator: Mr. Ira A. Schreger
Partner
Loeb & Loeb LLP
10:00
Coffee Break
10:10
Dissecting the Due Diligence Challenges for a Pharma/Biotech Acquirer‚ Licensee‚ or Collaborator
Allen Baum
Partner
Brinks Hofer Gilson & Lione
1 file
Due Diligence Panel - Hypothetical
30 KB 2 pages Presentation
DOC - Due Diligence Panel - Hypothetical
Ms. Luisa Bigornia
Vice President‚ Intellectual Property
BioMarin Pharmaceuticals
Mr. William Majarian
Vice President‚ Corporate Intellectual Property
GlaxoSmithKline
Mr. Bruce A. Pokras
Senior Corporate Counsel
Pfizer Inc.
1 file
Due Diligence and The Orange Book
260.5 KB 10 pages Presentation
PPT - Due Diligence and The Orange Book
11:30
Balancing between the Company's Attorney-Client Privilege and the Need to Disclose Information
Mr. - Thomas Duley
Of Counsel
Morgan Lewis & Bockius LLP
1 file
Attorney-Client Privilege & the Common-Interest Doctrine: What To Disclose? And How?
978 KB 8 pages Presentation
PPT - Attorney-Client Privilege & the Common-Interest Doctrine: What To Disclose?  And How?
Ms. Kelly McDow
Associate General Counsel‚ Associate Director
The Procter & Gamble Company
Mr. Richard Murphy
Vice President‚ Intellectual Property
sanofi pasteur
12:30
Networking Luncheon Sponsored by Ropes & Gray
13:45
Adjusting Your Due Diligence Approach in Transactions with Universities
Dr. Cynthia Kanik
Of Counsel
Lahive & Cockfield‚ LLP
Mr. Wesley Blakeslee
Executive Director of Johns Hopkins Technology Transfer
Johns Hopkins University
1 file
Technology Transfer From Universities To Industry
1.7 MB 12 pages Presentation
PDF - Technology Transfer From Universities To Industry
Ms. Tena Herlihy
Counsel
MIT Technology Licensing Office
1 file
Adjusting Your Due Diligence Approach in Transactions with Universities
232 KB 12 pages Presentation
PPT - Adjusting Your Due Diligence Approach in Transactions with Universities
Dr. Jeffrey Sears
Associate General Counsel‚ Patent & Licensing Group
Columbia University
1 file
Technology Transfer at Columbia University
544.5 KB 10 pages Presentation
PPT - Technology Transfer  at Columbia University
14:45
Analyzing the Needs of a Venture Capitalist in the Company's Due Diligence Research
Dr. Barbara Ruskin
Partner
Ropes & Gray LLC
Ms. Mary Campbell
Managing Director
EDF Ventures
1 file
Fitting IP Due Diligence into the Total Diligence Picture
1.6 MB 7 pages Presentation
PPT - Fitting IP Due Diligence into the Total Diligence Picture
Mr. Thomas Weldon
Chairman and Managing Director
Accuitive Medical Ventures
1 file
Analyzing the Needs of a Venture Capitalist
85.1 KB 5 pages Presentation
PPTX - Analyzing the Needs of a Venture Capitalist
Mr. Alex Zisson
Partner
Thomas‚ McNerney & Partners LLC
1 file
Dealing with Venture Capitalists
798.5 KB 8 pages Presentation
PPT - Dealing with Venture Capitalists
15:45
Refreshment Break
15:55
Assessing the Findings of the Due Diligence Review upon Its Completion
Mr. James Gould
Legal Director-Global Patent Litigation
Schering-Plough Corporation
Mr. Mark D. Sweet
Partner
Finnegan‚ Henderson‚ Farabow‚ Garrett & Dunner
1 file
Assessing the Findings of the Due Diligence Review upon Its Completion
266 KB 23 pages Presentation
PPT - Assessing the Findings of the Due Diligence Review upon Its Completion
16:55
Conference Ends