Looking Beyond M&A Transactions: Tailoring Your Life Science IP Due Diligence Checklist to Fit the Purpose for the Review

November 14, 2019 8:15am

Heather Boussios
Assistant General Counsel and Head of Intellectual Property, Legal Department
Aptevo Therapeutics (Seattle, WA)

Ryan M. Daniel
Acting Chief Patent Counsel
Fresenius Kabi USA, LLC (Lake Zurich, IL)

Philip I. Datlow
Director & Senior Counsel II, IP
Boehringer Ingelheim USA Corp. (Ridgefield, CT)

Philippe Edouard
Senior Director Intellectual Property, Legal
Takeda Pharmaceutical Company Limited (Lexington, MA)


Nick Boivin
Deputy General Counsel, Head of IP
FORMA Therapeutics, Inc.

This session will consider reasons and transactions other than a traditional M&A for an IP due diligence review. Our speakers will engage you in an interactive discussion on the most important aspects of creating and implementing a cost-effective, concrete checklist. They will also help you identify and select essential team members for the review process. Points of discussion will include:
  • Ensuring that the driving force behind the deal and the objectives of the diligence review are properly aligned
  • Determining the appropriate scope and depth of IP due diligence
  • Ensuring that non-patent IP is not overlooked
  • Updating the checklist based on the type of the transaction as well as the reason or impetus for the review
  • Considering when to consult with experts
  • Assigning roles and involving the supporting players
  • Implementing new methods for conducting the review process while also mitigating your risk and exposure