Balancing Disclosure and Protection: Strategies for Safeguarding Trade Secrets in Early-Stage Advanced Therapeutics

March 20, 2025 2:15pm

Olga Zimmerman
Director, Intellectual Property
Caribou Biosciences, Inc.

Rebecca (Reba) Rabenstein
Partner
Latham & Watkins LLP

For early-stage advanced therapeutic companies, securing investment often requires a delicate balance between sharing enough information to attract potential partners or investors and safeguarding proprietary knowledge critical to their competitive edge. This panel will discuss how advanced therapeutics companies can strategically navigate disclosure and protection to attract investment while maintaining robust trade secret protection. Topics of discussion include:

  • Establishing clear boundaries on information sharing: determining what information to disclose to investors and partners versus what to keep as proprietary, with a focus on minimizing exposure without diminishing investment appeal
  • Implementing best practices for NDAs and confidentiality clauses that effectively protect sensitive information while allowing for meaningful engagement with potential investors and collaborators
  • Developing internal policies, processes, and employee training that reinforce the confidentiality of proprietary methods, formulas, and data from early stages onward
  • Navigating the due diligence process with prospective investors to best protect valuable IP