The EPO has produced a series of case studies on European small and
medium-sized enterprises (SMEs) which are leveraging the power of patents and
other IP rights to achieve business success.
SMEs from different countries, operating in different industries and
technology sectors, were interviewed about their IP strategies and underlying
business models. The resulting case studies illustrate how new and established
SMEs have developed the IP management capabilities they need, and how they are
using IP to their advantage.
Case studies
Click on a company name to access more information and downloadable materials.
Aerogen (medical technology - Ireland)
Breathing new life into aerosol drug delivery
- Customers, investors and partners consider it very important for a
young company to have strong IP.
- Company scale-up must go hand in hand with IP portfolio-building.
- To successfully commercialise innovative technologies, IP strategy must
be clearly laid out and closely aligned with other key business functions.
- Competitor watches and patent searches are essential components of
IP management.
| Technical field
| Country
| Main product
| Business model
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| Medical technology |
Ireland |
Nebulisers |
Product sales, technology licensing |
When a company transforms from a small start-up to a global leader in aerosol technology for drug delivery in acute care, its strategic partners must be able to rely on the quality and protection of the products on offer. Key to addressing this challenge is a strong patent portfolio protecting both the core technology as well as a diverse range of product applications.
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| Case study |
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Cosmed (medical technology - Italy)
At the cutting edge of cardiopulmonary diagnostics
- It
is essential to take both internal and
external influences on the patent portfolio into account.
- In-depth
prior art searches must be conducted early in the creative process and then
professionally verified during the patenting procedures.
- External expertise and support is important
for obtaining feedback on IP strategy and implementing strategic choices.
- When creating and maintaining an IP portfolio, it
is vital to keep costs down without sacrificing quality.
Technical field
| Country
| Main product
| Business model
|
| Medical technology |
Italy |
Biomedical measuring devices |
Product sales |
This medical device company is founded on sound IP. Sound IP increases visibility and recognition, facilitates co-operation with partners and justifies premium prices. Establishing IP early in the process safeguards investment in R&D and offers protection from imitation until compliance with regulatory standards is achieved.
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| Case study |
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Micrel Medical Devices (medical technology - Greece)
Smart infusion pumps for treating patients at home
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Continuous innovation supported by patents
allows technology-based SMEs to compete with large companies.
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Patent protection can help safeguard
investments and reduce risk when introducing new products to the market.
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Well-thought-out filing strategies enable
companies not only to speed up the granting process but also to postpone
decisions where needed.
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Regular searches in patent databases allow companies to monitor competitors and reveal opportunities for future innovations.
Technical field
| Country
| Main product
| Business model
|
| Medical technology |
Greece |
Infusion system |
Product sales |
As a medical technology company, Micrel uses patents and patent information strategically to safeguard future product lines, ensure freedom to operate and find inspiration for new technical developments.
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| Case study |
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Marinomed (biotechnology - Austria)
Using red algae to fight the flu
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Flexible licensing models increase the chances
of creating win-win situations.
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Involving an IP specialist early in the R&D
stage can improve patent protection for subsequent commercial applications.
-
Negotiation is the preferred way to solve
potential infringement issues; litigation is regarded as a last resort.
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Trade marks can add value to patents and
extend protection beyond the life of the patent.
Technical field
| Country
| Main product
| Business model
|
| Biotechnology |
Austria |
Anti-viral technologies |
Technology licensing |
As a drug discovery company, Marinomed relies heavily on patents. Its inventions are validated in almost 100 countries. The company actively manages and enforces its IP portfolio, which also includes some trade marks. Exploitation of its IP is based on two main licensing models.
Type of material
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| Case study |
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Book chapter
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IP for investors (EN) (PDF, 1 MB) |
Webdyn (digital communication - France)
Integrating ICT creates solutions for the Internet of Things
- Patents can be used to secure freedom to
operate, for example by means of cross-licensing agreements.
- They can contribute value when developing a
marketing strategy.
- Options to postpone decisions in the patenting
process can be used strategically in order to gain time or to optimise
procedural and validation costs.
- Even pending patents can contribute a
significant business value.
Technical field
| Country
| Main product
| Business model
|
| Digital communication |
France |
IP gateways |
Product sales |
Working on the Internet of Things, the company profited from a pending patent application, using it as an asset when negotiating freedom to operate for some of its business.
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Fractus (telecommunications - Spain)
Snowflake pattern precipitates a new application for antennae
- A proactive, long-term IP strategy which is consistent
with the overall corporate vision is essential.
- A
patent portfolio based on continuing R&D allows companies to focus on
technology licensing and helps secure financing.
- Litigation
is a last but important resort when it comes to fighting wilful infringement.
- The
Unified Patent Court (UPC) has the potential to remove the disadvantages of the
current fragmented European litigation system.
Technical field
| Country
| Main product
| Business model
|
| Telecommunications |
Spain |
Fractal antennae
|
Technology licensing |
Fractus, a producer of antennae, has built its business success on licensing its patented technology. Its robust IP portfolio and its commitment to enforcing its rights strengthen its position in licensing negotiations and safeguard further R&D investments.
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Ekspla (Optics - Lithuania)
Leveraging IP: from research tools to industry applications
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IP
strategy and management skills can help overcome the challenges presented by business
model changes.
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Patents
can be used to shape a company´s technology competency profile.
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Combining
trade secrets and patents can be a cost-efficient and effective way to protect
IP.
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Joint
ownership of a patent is an acceptable option if there is a clear agreement benefiting
both parties.
Industry
| Country
| Main product
| Business model
|
| Optics |
Lithuania |
Lasers |
Product sales |
IP protection helped Ekspla to enter the market for industrial laser applications and take part in publicly funded international projects. Ekspla engages in joint patenting with its partners and combines patents with trade secrets where appropriate.
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Orcan (electrical machinery, apparatus, energy - Germany)
Recycling waste heat to cool down the planet
- University spin-offs need access to the
relevant IP early on.
- Patent attorneys must understand the invention
and the company's business case.
- Patents help to communicate a company's
technical advantage and innovation skills.
- Access to joint inventions without joint
patent ownership can be achieved using cross-licensing agreements.
Technical field
| Country
| Main product
| Business model
|
| Electrical machinery, apparatus, energy |
Germany |
Waste heat power generators |
Product sales |
This former university spin-off sells standard components for heat power generators that recycle waste heat by turning it into electricity. Early acquisition of university patents was vital in order to attract funding. Orcan co-operates with other companies, but simplifies its patent management by avoiding joint ownership.
Skeleton (electrical machinery, apparatus, energy - Estonia)
Graphene draws on capacity for energy storage
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It is
important from the outset for IP strategy to evolve together with business
strategy.
-
Providing
all innovation team members with up-to-date IP knowledge and bringing in
external expertise will contribute to the quality of a company's IP portfolio
and improve efficiency.
-
Intelligence
from patent information can be used for R&D and IP creation purposes.
Industry
| Country
| Main product
| Business model
|
| Electrical machinery, apparatus, energy |
Estonia |
Ultracapacitor |
Product sales |
As a producer of advanced materials for energy storage, Skeleton knows that it needs a strong patent portfolio if it is to keep on improving its technology and expanding its market. Employees at Skeleton are cross-trained so that everyone can support the IP strategy and its alignment with the company's R&D efforts.
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Voltea (electrical machinery, apparatus, energy - The Netherlands)
Capacitance creates a watershed in purification
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Strong
patents aligned with a company's products help secure exclusivity in core
markets.
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IP
strategy should evolve with company development, with IPRs contributing in
different ways at different stages.
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Patents can
help establish commercial partnerships which provide additional funding,
R&D support and new business networks.
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A holistic
approach to IP management means constantly developing new and advanced skills
and tools.
Industry
| Country
| Main product
| Business model
|
| Electrical machinery, apparatus, energy |
The Netherlands |
Water deionization module |
Product sales, technology licensing |
Obtaining patents for its water-softening and deionisation technology enabled Voltea to spin out from a larger company. The patents helped it to attract investors, set up co-operation with partners, and ultimately establish itself as a leader in the field.
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Lithoz (machine tools - Austria)
3D printing opens a new chapter for ceramics
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A
university's IP strategy can have a big impact on the success of any spin-off.
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It is good practice to have dedicated IP managers
who take IP issues into account in the course of the company's day-to-day business.
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An open climate can foster employees' creative
ideas and channel them into successful projects.
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Even minor technical improvements can meet a market
need and be worth patenting.
Technical field
| Country
| Main product
| Business model
|
| Machine tools |
Austria |
Machines for manufacturing ceramics |
Product sales |
University-owned patents created the springboard for this spin-off to enter the market for 3D-printed ceramics in industrial applications. Measures stimulating the creativity of staff and research partners yield new and patentable ideas, supporting the build-up of the company’s patent portfolio and strengthening its market position.
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| Case study |
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Picote (machine tools, Finland)
Pipe repairs that break the rules but not the walls
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Patents can
help expand a service company's business model to include high-value products.
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Customers
and resellers can provide important information about infringement which can be
used to enforce patent rights.
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Integrating
IP experts into the core team can help to streamline IP management
processes and make them more efficient.
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Customers
inputs and IP landscaping can provide vital stimulus for future innovation.
Technical field
| Country
| Main product
| Business model
|
| Machine tools |
Finland |
Tool for cleaning and repairing pipes |
Product sales |
This traditional construction and renovation contractor expanded its activities to include the development of mechanical solutions. The decision to patent these solutions meant that sales of the resulting products, which are in part easy to copy, now play a major role in the company’s success.
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