OXYGY and Bird & Bird collaborated with a global leader in parenteral drug containment and delivery systems to design a comprehensive Trade Secret Management Framework. This initiative addressed critical gaps in trade secret governance identified during the client’s IPO preparation and delivered a tailored solution to ensure robust compliance, security, and organizational readiness during a phase of manufacturing network expansion.
Challenge
As the client prepared for their IPO, significant weaknesses in trade secret management posed risks to their intellectual property. They needed a governance mechanism to protect sensitive information while meeting international standards. The manufacturing network expansion to China and the US introduced additional complexity due to regulatory differences, particularly in the transfer of technology from their Italian headquarters. Addressing these challenges required a strategic, tailored approach combining governance, stakeholder management, and compliance.
Implementation
OXYGY took the lead in transforming organizational and process efficiency, collaborating with the client to craft a governance framework tailored to their needs. To reinforce this framework, OXYGY also designed the role of the Trade Secret Manager, including defining its job profile. Through strategic engagement, they secured alignment and buy-in from key stakeholders, uniting decision-makers around a shared vision. On the technical side, OXYGY provided expert guidance to enhance security measures, classifying sensitive information as trade secrets and refining protocols to safeguard critical assets. This comprehensive approach not only addressed immediate vulnerabilities but also positioned the client for lasting protection and long-term success. Bird & Bird carefully revised trade secret management documents and processes, ensuring the client’s compliance framework was not only robust but also aligned seamlessly with the complex regulatory landscapes of China and the US. Their legal analysis provided the client with a clear path to navigate international standards effectively.
Achievements
The collaboration redefined the client’s approach to trade secret management, delivering transformative results. Sensitive information was thoughtfully identified and classified as trade secrets, establishing a strong foundation for comprehensive protection. A best practices document, enriched with a gap analysis, introduced refined processes to close vulnerabilities and fortify safeguards. A pivotal achievement was the in-depth analysis of regulatory requirements in China and the US, providing the client with a clear, actionable roadmap to navigate global compliance and align with international standards. Further, the project culminated in the creation of a bespoke Trade Secret Management Framework which addressed critical IPO preparation gaps and equipped the client to confidently safeguard their trade secrets in an increasingly competitive global market. The introduction of the Trade Secret Manager role further reinforced the governance framework, ensuring ongoing oversight and adaptation to emerging risks.
Voices from the project
This project underscored the critical need to future-proof intellectual property protection in an competitive market. With our integrated solution, we ensured our client was not only compliant with international regulations but also organizationally equipped to safeguard their most valuable assets as they continue push to the boundaries of innovation.
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