evaluation of a portfolio of patent(s)

Evaluation of portfolio

Below are two documents to be completed, which will help to estimate values of patents.

1 - This first table entitled "Analysis Grid" is a grid who contains a list of information which is needed for scaling the valuation of the patent in the second table.

Analysis Grid (pdf version here) SCHMIT CHRETIEN SCHIHIN
Serial number of the patents of a patent family
Countries of the applications or patents
State of the procedures - Patentability
Remaining legal possibility for modifying the scope of protection
Reference of (one) patent(s) with which this patent could be associated for a license
Existence of already granted licenses
Devices or processes susceptible to be covered by the patent
Use of the patents by the patentee
The patents cover or can cover a standard. If yes, which one?
Opinion of the patentee about the use by third parties of this patent family - Proof of an use or a manufacture not authorized by the patentee - Person at the origin of the knowledge about the use - To confirm the proof of use, is it necessary to buy a product? What would be approximately its price? - If a product is available, does the competence of analysis exist within the laboratories of the patentee?
Reverse engineering is easy, average, or difficult? Could it be made by the patentee himself or by an outside organization?
Supposed manufacturer(s) of the products covered by the patent Supposed customers of products covered by the patent Supposed suppliers of important means for manufacturing the products covered by the patent
If no proof, or beginning of proof, is available: - Companies or organizations susceptible to use the patent
Existence of an assumption of the use of the patent or the alternative solutions. Does the patent cover : - a mandatory passage ? - a good solution ? - a solution amoung others ?
Opinion of the editor about the protected technique : - is it out of date? - or has it a future ?
Opinion of the inventor (if he is not an editor)
Amount of the world market concerned by the patent
Opinion of the editor: can the patent be subjected to an immediate license? Or in the long run?
Is there a knowhow associated witht he patent?

2 - Now, answer the questions put in the following different categories, and compute the result obtained. The result by multiplication is between 1 and 12800. The more the obtained result is high the more is the patent valued. An approximative royalty fee could be this result multiplied by 1000 Euros or 1000 US Dollars.

Scale of valuation (pdf version here) SCHMIT CHRETIEN SCHIHIN
Territoriality	Patent in country of the patentee	1
	European Patent	1
	American Patent	1
	Japanese Patent	1
	Total	4
Value of the invention	Unavoidable solution	5
	Good solution	3
	A solution amoung others	1
Direct exploitation (by the patentee itself)	Always	4
	Often	3
	Sometimes	2
	Never	1
Indirect exploitation (by other companies)	Proofs	4
	Indications	3
	Somebody could be interested	2
	Nothing	1
Maturity of the technology versus the market	Mature	4
	Mature in 2 to 4 years	2
	Immature	1
Throughout the world yearly market in US Dollars or Euros	100 millions to 1 billion (or over)	10
	1 million to 100 millions	5
	10 thousand to 1 million	2
	Below	1

Results fork (x)

between 1 and 12800