Publicado

2022-04-22 — Actualizado el 2022-04-22

Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia

Valoración monetaria de una patente tecnológica bajo alternativas de transferencia. Caso de una empresa fabricante de productos para el sector eléctrico y de telecomunicaciones en Medellín-Colombia

DOI:

https://doi.org/10.15446/dyna.v89n221.98963

Palabras clave:

Valoración de activos intangibles, valoración de patentes de invención, gestión tecnológica, propiedad intelectual, comercialización de tecnologías. (en)
valuation of technological or invention patents; technological management; intellectual property., valoración de patentes tecnológicas o de invención; gestión tecnológica; propiedad intelectual. (es)

Autores/as

The valuation of a technology or invention patent is an exercise of good sense based on referents of competitive intelligence and experts. The purpose of this article is to establish the monetary value of the invention patent according to the technology situation and under possible commercialization scenarios. First, the conditions and potential of the patent are evaluated through expert analysis, the expectations of the owners of the invention patent and of potential clients or allies. Second, the patent is valued by discounted free cash flow (FCLD) and according to possible commercialization alternatives. The results show that there is an increase in the added value of 2.7 times for the company, in the alternative corresponding to the licensing of energy distributors in the national territory, compared to the alternative of only producing internally and making its own distribution.

La valoración de una tecnología o patente de invención es un ejercicio de sensatez basado en referentes de inteligencia competitiva y de expertos. El presente artículo tiene por objeto establecer el valor monetario de la patente de invención de acuerdo con la situación de la tecnología y bajo posibles escenarios de comercialización. En primer lugar, se evalúan las condiciones y potencialidades de la patente, mediante análisis de expertos, las expectativas de los titulares de la patente de invención y de potenciales clientes o aliados. En segundo lugar, se valora la patente por flujo de caja libre descontado (FCLD) y según posibles alternativas de comercialización. Los resultados muestran que existe un incremento en el valor agregado de 2.7 veces para la empresa, en la alternativa correspondiente al licenciamiento de distribuidoras de energía en el territorio nacional, frente a la alternativa de solo producir internamente y hacer su propia distribución.

Referencias

Viloria, M.G., Peña, N.D. and López, R.V., Medición y valoración del capital intelectual, Fundación EOI, Madrid, España, 2008.

Dumont, B. and Baudry, M., Patents: prompting or restricting innovation?, John Wiley & Sons, USA, 2017.

Correa, C.M., Managing the provision of knowledge: the design of intellectual property laws, In: Providing global public goods: managing globalization: the design of intellectual property laws, Oxford Scholarship Online, 2003, pp. 410-429. DOI: https://doi.org/10.1093/0195157400.003.0017

Parr, L.R., Intellectual property: valuation exploitation, and infringement damages, John Wiley & Sons, USA, 2018.

W.I.P. Organization, wipo.com, [Online]. [Last Accessed: 2018 November 2018]. Available at: https://www.wipo.int/about-wipo/es/.

W.I.P. Organization, wipo.com, [Online]. [Last Accessed: 28 November 2018]. Available at: https://www.wipo.int/edocs /pubdocs/es/wipo_pub_450_2020.pdf.

Heinemann, A., Propiedad intelectual, de Colección textos de Jurisprudencia, Universidad del Rosario, Bogotá, Colombia, 2012, pp. 13-37.

Atehortúa, G.C., Moreno, S.O. and Gartzia, A., RutaN Medellin, 2017. [Online]. [Last Accessed: 29 November 2018]. Available at:https://www.rutanmedellin.org/images/oferta/2017/propiedad_intelectual/identificacion/guia_decision_estrategica_pi.pdf.

Vera, J., Oficina Española de Patentes y Marcas, Julio 2016. [Online]. [Last Accessed: November 2018]. Available at: https://www.oepm.es/export/sites/oepm/comun/documentos_relacionados/Invenciones/DirExPat_DIRECTRICES_Version_2_0.pdf.

W.I.P. Organization, wipo.com, 2020. [Online]. [Last Accessed: 10 March 2020]. Available at: https://www.wipo.int/patents/es/.

Cabanellas, G., Derecho de las patentes de invención, Buenos Aires: Heliasta, 2004.

Velasco, G.X., Patentes de invención y derecho de la competencia económica, Abya Yala, Quito, Ecuador, 2003.

Grimaldi, M. and Cricelli, L., Indexes of patent value: a systematic literature review and classification, Knowledge Management Research & Practice, 18(2), pp. 214-233, 2020. DOI: https://doi.org/10.1080/14778238.2019.1638737

Battagello, F.M., Cricelli, L. and Grimaldi, M., Priorization of strategic intangible assets in make/buy decisions, Sustainability, 11(5), art. 1267, 2019. https://doi.org/10.3390/su11051267

Murphy, W.J., Orcutt, J.L. and Remus, P.C., Patent valuation: improving decision making through analysis, John Wiley & Sons, USA, 2012.

Rilley, R.F. and Schweihs, R.P., Guide to intangible asset valuation, John Wiley & Sons, USA, 2019.

Centro de Investigación and Desarrollo Tecnológico del Sector Eléctrico, Modelo de Negocio, Medellín, Colombia, 2018.

Hood Jr., L.P. and Lee, T.R., A reviewer´s handbook to business valuation: practical guidance to the use and abuse of a business appraisal, John Wiley & Sons, USA, 2011.

Parr, R., Royalty rates for licensing intellectual property, John Wiley & Sons, USA, 2012.

Friedl, G. and Cristoph, A., A cost-based approach for calculating royalties for standard-essential patents (SEPs), The Journal of World Intellectual Property, 21(5-6), pp. 369-384, 2018. DOI: https://doi.org/10.1111/jwip.12104

Morri, G. and Benedetto, P., Commercial property valuation: methods and case studies, John Wiley & Sons, USA, 2019.

Embi Colombia, ambito.com, [Online]. [Last Accessed: 25 July 2019]. Available at: http://data.ambito.com/economia/mercados/riesgo-pais/info/?id=4&desde=03/06/2016&hasta=03/07/2019&pag=22.

Damodaran, A., Betas by Sector (US), [Online]. [Last Accessed: 1 August 2019]. Available at: http://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/Betas.html.

Zyla, M., Fair value measurement: practical guidance and implementation, John Wiley & Sons, USA, 2020.

Jeong, Y. and Yoon, B., Application of Taguchi model to valuation of information security technology considering security quality failure, Total Quality Management & Business Excellence, 31(9-10), pp. 1112-1134, 2020. DOI: https://doi.org/10.1080/14783363.2018.1468246

Galasso, A. and Schankerman, M., Patent rights, innovation, and firm exit, The RAND Journal of Economics, 49(1), pp. 64-86, 2018. DOI: https://doi.org/10.1111/1756-2171.12219

Grimaldi, M. and Cricelli, L., Indexes of patent value: a systematic literature review and classification, Knowledge Management Research & Practice, 8(2), pp. 214-233, 2020. DOI: https://doi.org/10.1080/14778238.2019.1638737

Kim, Z., Morley, I. and Chung, Y., Factors influencing the technology transfer fee: evidence from the public energy sector, Knowledge Management Research & Practice, pp. 1-12, 2021. DOI: https://doi.org/10.1080/09537325.2021.1964464

Yang, F., Jiao, C. and Ang, S., The optimal technology licensing strategy under supply disruption, International Journal of Production Research, 57(7), pp. 2057-2082, 2019. DOI: https://doi.org/10.1080/00207543.2018.1521535

Jee, J. et al., Six different approaches to defining and identifying promising technology through patent analysis, Technology Analysis & Strategic Management, pp. 1-13, 2021. https://doi.org/10.1080/09537325.2021.1934437

Zhang, S. et al., A patent portfolio-based approach for identifying technological threat from competitors, Technology Analysis & Strategic Management, pp. 1-17, 2021. DOI: https://doi.org/10.1080/09537325.2021.1948987

Voldman, S.H., From invention to patent: a scientist and engineer’s guide, John Wiley & Sons, USA, 2018.

Spulber, D.F., The case for patents, World Scientific Publishing Co, Singapur, 2021, 464 P.

Rimai, D.F., A Guide for implementing a patent strategy: how inventors, engineers, scientists, entrepreneurs, and independent innovators can protect their intellectual property, John Wiley & Sons, USA, 2018.

Cómo citar

IEEE

[1]
F. H. . Ramírez-Atehortúa, C. . Atehortúa-García, y L. F. . Montes-Gómez, «Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia», DYNA, vol. 89, n.º 221, pp. 9–17, abr. 2022.

ACM

[1]
Ramírez-Atehortúa, F.H. , Atehortúa-García, C. y Montes-Gómez, L.F. 2022. Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia. DYNA. 89, 221 (abr. 2022), 9–17. DOI:https://doi.org/10.15446/dyna.v89n221.98963.

ACS

(1)
Ramírez-Atehortúa, F. H. .; Atehortúa-García, C. .; Montes-Gómez, L. F. . Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia. DYNA 2022, 89, 9-17.

APA

Ramírez-Atehortúa, F. H. ., Atehortúa-García, C. . & Montes-Gómez, L. F. . (2022). Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia. DYNA, 89(221), 9–17. https://doi.org/10.15446/dyna.v89n221.98963

ABNT

RAMÍREZ-ATEHORTÚA, F. H. .; ATEHORTÚA-GARCÍA, C. .; MONTES-GÓMEZ, L. F. . Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia. DYNA, [S. l.], v. 89, n. 221, p. 9–17, 2022. DOI: 10.15446/dyna.v89n221.98963. Disponível em: https://revistas.unal.edu.co/index.php/dyna/article/view/98963. Acesso em: 15 mar. 2026.

Chicago

Ramírez-Atehortúa, Fabián Hernando, Catalina Atehortúa-García, y Luis Fernando Montes-Gómez. 2022. «Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia». DYNA 89 (221):9-17. https://doi.org/10.15446/dyna.v89n221.98963.

Harvard

Ramírez-Atehortúa, F. H. ., Atehortúa-García, C. . y Montes-Gómez, L. F. . (2022) «Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia», DYNA, 89(221), pp. 9–17. doi: 10.15446/dyna.v89n221.98963.

MLA

Ramírez-Atehortúa, F. H. ., C. . Atehortúa-García, y L. F. . Montes-Gómez. «Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia». DYNA, vol. 89, n.º 221, abril de 2022, pp. 9-17, doi:10.15446/dyna.v89n221.98963.

Turabian

Ramírez-Atehortúa, Fabián Hernando, Catalina Atehortúa-García, y Luis Fernando Montes-Gómez. «Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia». DYNA 89, no. 221 (abril 22, 2022): 9–17. Accedido marzo 15, 2026. https://revistas.unal.edu.co/index.php/dyna/article/view/98963.

Vancouver

1.
Ramírez-Atehortúa FH, Atehortúa-García C, Montes-Gómez LF. Monetary valuation of a technological patent under transfer alternatives. Manufacturer company case of products for the electrical and telecommunications sector in Medellín-Colombia. DYNA [Internet]. 22 de abril de 2022 [citado 15 de marzo de 2026];89(221):9-17. Disponible en: https://revistas.unal.edu.co/index.php/dyna/article/view/98963

Descargar cita

CrossRef Cited-by

CrossRef citations0

Dimensions

PlumX

Visitas a la página del resumen del artículo

899

Descargas

Los datos de descargas todavía no están disponibles.