Locate patents which contain a biological sequence of interest in GENESEQ

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1 GENESEQ and Derwent Innovation Blueprint for Success Ensure freedom to operate around a biological sequence Do we have freedom-to-operate around specific biological sequences? Can we commercialize our sequence-based invention in specific markets? Freedom to operate (FTO) research helps you determine if you can take action around a certain protein or genetic sequence for example, for testing or commercialization without infringing on the intellectual property rights of others. The scope of FTO research is narrower than patentability research, but requires greater depth due to the potential impact of mistakes. GENESEQ on SequenceBase combined with analysis in Derwent Innovation can help minimize the risk of missing an important patent document. Unique sequence coverage in GENESEQ lets you find patents that are not in other databases. Detailed indexing and plain English annotations mean you can quickly understand the relevance of a document. This speeds your analysis and avoids wasting money on unnecessary translations. Complete your due diligence research in Derwent Innovation by analyzing full patent family details and current legal status of patents found with GENESEQ. Locate patents which contain a biological sequence of interest in GENESEQ Identify patents related to your biological sequence The SequenceBase platform includes a choice of sequence homology search options, including BLAST and an optimized Smith-Waterman algorithm. 1. From the Search screen, select the type of sequence search you want to perform 2. Enter a sequence into the Search box 3. Click Search to find patents which contain your sequence or similar sequences You can change the default settings if required: Algorithm parameters: Change the cut-offs or increase the number of results displayed Additional Search options: Include text terms or change which sequence databases you search Tip: One of the Additional Search options is exclude documents indexed in GENESEQ from the hits retrieved from additional databases when you search them alongside GENESEQ. Choose this option to remove duplicates and streamline analysis of your results.

2 Clarivate Analytics Derwent Innovation Blueprint For Success Ensure freedom to operate around a biological sequence 2 Evaluate results to focus on the most relevant documents Your results list displays sorted by sequence alignment score, with the best matches for your sequence at the top of the list. Use filters to narrow down your results, for example, to see only those where the sequence is claimed. 1. Click the Documents hyperlink on the top alignment to see a list of patents which contain the sequence which best matches your query sequence Tip: A 100% match will be the identical sequence to your query 2. By default, documents display sorted by publication date. Click other columns to sort by other criteria, such as earliest priority Tip: You can link from a document number to the corresponding Record View in Derwent Innovation to read the bibliographic data and abstract or download the full-text PDF file. Open your Account page and select Derwent Innovation as the default for Patent links to. To access all the other added value fields such as classes/indexing and patent family, you must sign in to Derwent Innovation. Use GENESEQ annotations to speed up the review process To decide whether or not a patent affects your freedom to operate, you need to know for what utility a sequence is being claimed. It can be challenging and time consuming to identify information about a specific sequence, especially given that some patents may contain thousands of sequences and/or be published in different languages. The GENESEQ editorial team writes detailed annotations in plain English to give you the full picture, including: An informative Description encapsulates in one line exactly what the sequence is (species/function) The Comments section provides a brief summary of the invention as a whole and places the sequence in context (novelty/utility) When present, a Features Table pinpoints biologically important regions of the sequence as well as highlighting novel aspects or anomalies Tip: When reviewing a list of documents, click Expand All to display descriptions for all sequences at the same time. GENESEQ records also display the DWPI enhanced title for the patent and keywords and comments specific to the sequence. These specially written annotations help you triage results. Tip: The manual editorial processes used by GENESEQ editors mean that, in contrast with other databases, only GENESEQ captures sequences that are not part of an electronically submitted sequence listing. The GENESEQ editorial team also creates specifically claimed mutant sequences as long as the original, unmutated sequence has been provided. Look out for explanatory editor s notes at the end of a GENESEQ comments section.

3 Clarivate Analytics Derwent Innovation Blueprint For Success Ensure freedom to operate around a biological sequence 3 Save relevant documents into folders to generate reports After evaluating and refining your search results, save any relevant documents into folders. After you save documents, you can generate reports and export them. 1. Select the checkbox next to the sequence alignments (in Basic display) or documents (in grouped by document display) you want to analyze in Derwent Innovation 2. Click Add Selected Export patent numbers for further analysis in Derwent Innovation You can export data in numerous formats, including Excel, to perform further analyses that you can share with colleagues or clients. The Text export option is specifically for exporting lists of deduplicated patent numbers. 1. Open the Documents folder 2. Click in the left hand check box next to the documents you wish to analyze further in Derwent Innovation. 3. Click Generate Report. 4. Click the TXT option 5. Enter a Report Name and click Generate 6. Open the Reports tab to download a file with a list of patent numbers You can either upload or copy and paste the list of patent numbers into Derwent Innovation.

4 Clarivate Analytics Derwent Innovation Blueprint For Success Ensure freedom to operate around a biological sequence 4 Locate and review the documents in Derwent Innovation Upload the list of patent numbers into the publication number search form 1. From the Dashboard, click the Patents tile 2. Click the Publication Number tab 3. Click the button and locate the TXT file you just downloaded from SequenceBase 4. Select the TXT file and click Open; the patent numbers from the TXT file display in the search box 5. Click Specialized Search options and select Family Look-Up DWPI 6. Click Search Focus on documents that may block your freedom to operate The Results Dashboard helps you quickly focus on Granted patents, which are the only patents you need to review for freedom to operate research. 1. Click the field dropdown menu for one of the charts and select Grants/Apps 2. Select the bar, bubble, or line point for Grants Note: You may also want to select Utility models 3. Click Filter results Tip: If you are only interested in specific markets, you may want to focus on specific authorities of interest. Select by the Country Code field, then select the authorities in your target market. Tip: If you do a lot of freedom to operate research in Derwent Innovation, you can set up your result set preferences to include the Grants/apps chart by default. From the Dashboard, click My Account, select the Results Set option under Preferences, select Grants/apps as one of your default Filter Fields, and click Save.

5 Clarivate Analytics Derwent Innovation Blueprint For Success Ensure freedom to operate around a biological sequence 5 Focus on patents that are likely still in force Review the list of granted patent documents. Focus your research on patents that are likely still in force (Alive) or may possibly be in force (Indeterminate): 1. Click the icon and select Display & Sort Options 2. Select Dead/Alive and Estimated Expiration Date 3. Optionally select Make these my default preferences to always include this information on your results 4. Click OK to update your results with the new fields Note: Dead/alive and expiration information is provided for guidance only and should not be treated as a definitive legal opinion. Always check a patent s current status on the patent office website before making investment decisions. Review details for patents of high interest The Derwent Innovation record contains an informative DWPI abstract which summarizes the claims in plain English, helping you quickly determine if the patent is a likely threat and whether you need an in depth study of the claims. Patent claims are available for up to 21 authorities, including English-translated claims for Asian, Latin American and Russian patents. Patent records include INPADOC legal status for the leading authorities around the world so you can verify our patent status (dead/alive) indicator. Note that DWPI, Asian, and Latin American content may require additional subscriptions. 1. To open a record, click the hyperlinked document number on the results set 2. Click the links in the Jump to line to access portions of the patent record you are interested in (e.g., claims) 3. Click the right arrow at the bottom of the page to move to the next record Tip: Press the space bar on your keyboard to quickly mark a record for further review and move to the next record. To access your list of marked records, click Saved Work on the Dashboard, click Work Files, and open the Marked List file displayed at the top of your work files list. Learn more with these additional resources Research patents in a specific technology domain Keep aware of changes in your patent field Tips & Tricks: Compare multiple records

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