Fusion Case Western
Reserve University

FusionCurriculum — RGME 468

Technology Ventures and IP Strategies

The second half of the full-year Fusion sequence. Fall answers whether a technology is worth pursuing. Spring designs the company that would pursue it — product requirements, regulatory and reimbursement path, capital structure, and a pitch delivered to a live panel.

Term
Spring 2027
Jan 11 – Apr 26
Credits
3
Meets
Mon & Wed, 4:40–5:55 pm
Law section 4:50–6:05 pm
Lead instructors
Theodore Theofrastous, J.D.
Joseph Jankowski, Ph.D.

Cross-listed as

RGME 468 · EBME 468 · GENE 468 · LAWS 5342 · MGMT 468

Listed in the registrar's schedule as Commercialization & IP Mgmt II.

Premise

From assessment to company

Each semester is designed to stand alone, but the sequence is built to be taken whole.

In the fall, teams work to understand, analyze, and communicate the general commercial opportunity presented by a new and complex invention arising from research. In the spring, they use that work to design a fundable company — building the skills of strategy, planning, and venture fundamentals around a technology they already understand in depth.

The value of the arrangement is that nothing restarts. The same team keeps the same technology, and the analysis they defended in December becomes the input they build on in January. Assumptions that survived the fall panel get tested again under the harsher discipline of a capital structure and a cap table.

Structure

Six modules

Each module is a block of classes with a working session attached. Teams move a single technology through all six.

01

Product Design

Matching solutions to need, then converting that match into requirements. Teams take the needs statement developed in the fall and derive what the finished product must actually do — then map their intellectual property onto those features, so that the IP analysis is done in the context of a specific product rather than in the abstract.

02

Development Scoping

Product and solution comparables, proof of concept and prototyping, and sources of funding. What would it take to demonstrate this works, who has done something adjacent, and what capital is available at this stage and on what terms.

03

Path to Market

Two sessions on regulatory strategy, followed by pricing and reimbursement. In biomedical commercialization these are not administrative afterthoughts — the reimbursement mechanism frequently determines whether an approved product reaches patients at all.

04

Planning

Strategy and value proposition, cashflow and resource planning, and business planning. The fall's financial model is rebuilt as an operating plan, with resources attached to decisions and time attached to both.

05

Startup Companies

Venture investment fundamentals and terms; cap tables and applied valuation; venture terms and deal structures; and an investment simulation with working negotiation sessions. Teams apply the opportunity model against operational forecasting, then negotiate a real structure and report out.

06

Final Presentations

Fundamentals of pitching, team practice presentations, and a final pitch before a panel. The panel is not a formality: it presses the assumptions, and the plan has to hold up while being pressed.

What the course develops

Intellectual property strategy is business strategy. IP is a strategic asset that can be leveraged to create value in the marketplace — but the structure of a portfolio and the way it is leveraged depend on a sophisticated business model, including market identification, value assessment, and a real sense of the competitive landscape.

With those legal and business inputs in hand, a student can appreciate why getting a biomedical product to market may require a complex licensing strategy, venture capital or other financing, or the formation of a company. On completing the sequence, students should be able to recognize intellectual property at the moment of creation, value it from a commercial perspective, identify the inputs required to move a technology toward clinical implementation, determine a development plan and IP strategy suited to accelerating validation and investment, and articulate the difference between research and development as capital markets understand it.

Assessment

WeightComponentBasis
25%Final venture pitch and planTeam
25%Take-home exam / exerciseIndividual
10%Product requirements, financial model, strategic overviewTeam
10%Venture negotiation simulation and presentationTeam
10%Data source integrationTeam
10%Class and team-evaluated participationIndividual