Rosenman D-Series: Nada Hanafi, Experien Group. "Critical Success Factors for Regulatory Strategy"

Set yourself up for success in your startup's approach to effectively navigate the regulatory pathway to market and maximize your interactions with FDA. Join this seminar to hear from Nada Hanafi, Chief Strategy Officer of Experien Group, headquartered in San Jose, CA. This discussion will focus on the critical success factors that go into a comprehensive regulatory strategy and the benefits of FDA’s Q-Submission process for state-of-the-art medical devices and innovative technologies.

Where & When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
5:30 to 6:30 PM, Tuesday, April 23, 2019

About the Speaker

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As Chief Strategy Officer at Experien Group, Nada combines her institutional knowledge with innovative approaches to help companies develop actionable premarket strategies to guide programs through successful submission. Nada joined Experien in 2017 after dedicating 12 years at FDA’s Center for Devices and Radiological Health (CDRH). At CDRH, Nada led cross-Center and Agency programs for the advancement of FDA’s mission, including the Health of Women program, the Network of Experts program and the Patient Preference Initiative. She was the CDRH Liaison and Subject Matter Expert to FDA’s Office of Women’s Health and the Office of Minority Health. Nada holds an MS in Biomaterials, a BEng in Biomedical Materials Science & Engineering from Queen Mary College, University of London, and her MPH from Johns Hopkins Bloomberg School of Public Health.

QB3 Seminar: Kris Corzine. "Customer Discovery and Go-to-Market Strategy"

Many life science startups have innovative IP but learn from investors that they have not fully thought out the market for their product or service, nor identified the right value proposition. How can they address these challenges and win over investors? Join us to learn from Kris Corzine, an entrepreneur and consultant specializing in customer discovery and go-to-market strategy for early-stage startups. View the slide deck from Kris’s talk

Where & When

Room 160, Helen Diller Bldg., UCSF Mission Bay (1450 Third St., San Francisco)
Noon to 1:00 PM, Thursday, April 11

About the Speaker

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Kris helps companies innovate and grow. She is an energetic Operations/Product/Growth generalist passionate about helping early stage startups grow to scale. As head of growth she’s assisted companies move toward operational excellence and grow revenue. As a product and UX leader, she has worked with big companies (eBay, Wells Fargo, Autodesk), mid-stage startups (Marin Software, Twist Bioscience) and early stage startups (Mapcat founder, DeNA Global).

Info session for NSF I-Corps

The NSF I-Corps program trains teams to use customer discovery and the Lean LaunchPad method to test their product-market fit.

Are you interested in finding out how the three evening program can significantly de-risk your startup venture? Join us for this short informational session on Tuesday, April 2.

This is also an opportunity to find like-minded people who are looking to build a team or join one. See you there!

The course itself will be held evenings of 4/29, 5/1, and 5/6 at UCSF Mission Bay Campus. Short applications are due April 12. Apply HERE if you already know you want to join the program.

Questions? Email gino.segre@ucsf.edu

Where and When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
Tuesday, April 2, 4:00 to 6:00 PM

Questions? Email gino.segre@ucsf.edu

Rosenman D-Series: Kevin Chu, F-Prime Capital. "How a VC Sees the Current Medtech Landscape"

Kevin Chu, F-Prime Capital. "How a VC Sees the Current Medtech Landscape"

By being in a position to see hundreds of pitches a year, VCs benefit from the opportunity to formulate a unique view of the needs, opportunities, trends, and emerging technologies in a market. Want to get a VC’s perspective on the current state of the medtech landscape and how he anticipates making investment decisions in this environment? Join us on March 26 to hear from Kevin Chu of F-Prime Capital.

Where & When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
5:30 to 6:30 PM, Tuesday, March 26

About the Speaker

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Kevin Chu is an Associate on the healthcare team at F-Prime Capital Partners. Prior to F-Prime Capital, Kevin was an Associate Consultant with IMS Consulting Group in New York, where he advised biopharmaceutical clients on development and commercial strategy across multiple therapeutic areas. Kevin currently works across the healthcare sub-sectors including therapeutics, med tech, and healthcare IT and services, and also works closely with Eight Roads Ventures China healthcare team to manage F-Prime’s existing and new investment efforts in China.

Kevin received his B.S.E. in Biomedical Engineering from the University of Pennsylvania.

QB3 Seminar: Gina Poon, Covered California. "Healthcare Plans for Small Business"

If you’re founding a company, where are you and your employees going to get health insurance? Join us for an overview of healthcare plans available under Covered California Small Business.

Where & When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
Noon to 1:00 PM, Thursday, March 21

About the Speaker

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Gina Poon is Regional Sales Executive - Covered California for Small Business.

Covered California for Small Business offers small businesses a variety of affordable health coverage options for its employees. Small employers participating in CCSB will be able to provide their employees with a broader choice of health plans that generally has only been available to large employers. All plans will provide a standardized set of benefits and cost sharing to make it easy for employers and employees alike to make apples-to-apples comparisons.

Certain small businesses — those with 25 or fewer full-time equivalent employees paid an average annual wage of less than $50,000 — may be eligible to receive up to 50 percent small business health care tax credit for coverage purchased through CCSB.

QB3 Seminar: Sushmita Venkatraman, Linus Group. "Persuading Scientists: A Strategic Marketing Model"

How do you persuade skeptical scientists that your product or service is worth their time and money? Join us to learn from Sushmita Venkatraman, Lead Strategist at Linus, a strategic marketing agency that specializes exclusively in life science and healthcare marketing. Sushmita will describe the "Persuading Scientists" model that Linus uses to influence scientists and clinicians to take action. She will present selected case studies on how companies have obtained catalytic results using the model along with proven story-telling techniques.

Where & When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
Noon to 1:00 PM, Thursday, March 14

About the Speaker

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Sushmita Venkatraman is Head of Strategy at the Linus Group.

As a Client Strategist, she works with inspiring visionaries in Fortune 500 companies to help accelerate their marketing goals by turning consumer data, audience research and trends into creative and actionable messaging and positioning insights supporting the execution of content-centric marketing campaigns for brands and products.

Rosenman D-Series: Natalie Wisniewski. "Empowered Health Through Biomaterials Innovation: Tissue-Integrating Sensors for Mobile Health Monitoring at Profusa"

Natalie Wisniewski, PhD, is co-founder and CTO of Profusa, which develops and markets real-time biosensors that provide unprecedented insights into our overall health status. Together, she and her co-founders, executive team, collaborators and advisors built the company road map, enlisted top talent, secured funding and turned innovative concepts into products. Join us to hear the lessons she has learned as a health tech inventor and entrepreneur.

Where & When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
Tuesday, March 12, 2019

About the Speaker

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Dr. Wisniewski’s research focuses on biomaterial-tissue interactions, specifically the foreign body response and how it affects implanted sensors. Her novel work on tissue-integrating sensors expands the paradigm of biocompatibility beyond surface chemistry to biomechanics and bioelectronics to enable long-term continuous sensors in the body. Dr. Wisniewski co-founded Profusa, Inc., a company that is revolutionizing continuous monitoring of body chemistries through in vivo biosensors and mobile health. Profusa has developed this technology from concept to clinic with tissue-integrating sensor in humans functioning for a landmark of 4 years. She is the Principle Investigator on $29M of NIH and DARPA research grants, and has over 100 papers, patents and invited lectures on biosensors, diabetes, tissue hypoxia, and implantable devices. She was awarded the NIH Transformative Research Award for her work on multi-analyte in vivo sensing for mobile health applications.

Dr. Wisniewski earned engineering degrees from Purdue University (B.S. in Chemical Engineering) and Duke University (Ph.D. in Biomedical Engineering. For her graduate work, she taught biomaterials and researched the mechanisms and effects of biofouling and the foreign body response on implantable biosensors). She worked in R&D and manufacturing for consumer products at Kimberly-Clark Corporation and in management consulting with McKinsey & Company. Before starting Profusa, she ran her own consulting firm in the San Francisco Bay Area specializing in technical, clinical and regulatory strategy. She currently serves on the Board of Directors and as Chief Technology Officer at Profusa.

Office Hours: Annette Parent, JD. Patents & IP Strategy

Annette Parent, Ph.D., J.D. is a registered and licensed patent attorney. For over twenty-two years, she has counseled startups, multi-national companies and universities in all aspects of intellectual property law and strategy.

Based in San Francisco, Dr. Parent specializes in helping life science and cleantech companies optimize their IP to increase their company’s valuation.

Our office hours are hosted by leading experts who have generously offered their services pro bono to our entrepreneurs.

If your application is approved, we will invite you to choose a timeslot and require a $100 credit card deposit. The deposit will be refunded the day after you attend. No-shows will not receive a refund. Please be punctual; arrivals late by more than 15 minutes will be considered no-shows.

If you find that you are unable to attend, you may request a refund up to 5 days in advance. (This will give us time to offer the slot to the first person on the waitlist.) We regret that we cannot honor requests made at a later time.

Where and When

Suite 214, Byers Hall, UCSF Mission Bay (1700 4th Street, San Francisco)
Wednesday, March 6, 2019

Applications now closed for this session.

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Legal Background

As a partner at both Kilpatrick Townsend and Morgan Lewis, Dr. Parent’s practice focused on domestic and international patent prosecution and strategy. In addition, she prepared opinions (patentability, non-infringement and invalidity), landscape and freedom to operate analyses, as well as IP due diligence for acquisitions, mergers, financing, collaborations, partnerships, and licensing. Dr. Parent also developed a thriving practice assisting European patent counsel in opposition proceedings, representing both patentees and opponents.

Scientific Background

Her life sciences expertise includes nucleic acid technologies, such as molecular diagnostics and therapeutics; protein technologies, such as first and second-generation therapeutic biologics, diagnostics, and vaccines; drug discovery platforms; recombinant protein manufacture and purification systems; cellular technologies; targeted drug delivery systems, microbial growth and production systems, polymers, and small chemical molecules.

Dr. Parent conducted extensive research on RNA splicing and processing while earning her Ph.D. She worked as a postdoctoral research fellow at the Oregon Health Sciences University, where she was awarded an NIH grant to study the molecular mechanisms of neurotrophic growth factors. Prior to entering law school, she also performed postdoctoral research at the University of North Carolina, investigating MHC class I molecules. Dr. Parent is a co-author on a number of scientific articles published in peer-reviewed journals.

Educational Background

Dr. Parent received her Juris Doctorate degree magna cum laude from Duke University, where she was the Editor-in-Chief of the Duke Law Journal. Prior to entering law school, Dr. Parent received her Ph.D. in molecular biology from Columbia University. She is a registered U.S. patent attorney, is licensed to practice law in California, and is admitted to the U.S. District Court for the Northern District of California and the U.S. Court of Appeals for the Ninth Circuit Court.

QB3 Seminar: Serge Saxonov, 10X Genomics. "Building Technologies to Resolve Biology"

Serge Saxonov is co-founder and CEO of 10X Genomics. The Pleasanton-based company is only six years old but has already launched multiple breakthrough products revolutionizing many fields of biology. It has ushered in the age of single cell genomics, achieved over $100M in annual revenue and raised $243M in venture funding. Join us to hear what Serge has learned as leader during this explosive period.

Where & When

Room N-114, Genentech Hall, UCSF Mission Bay (600 16th St., San Francisco)
Noon to 1:00 PM, Thursday, February 21

About the Speaker

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Serge Saxonov co-founded 10x Genomics in 2012 and has served as the CEO since its inception. He defined vision and strategy, contributed to core inventions, and led the company through multiple phases of rapid growth. In 2016, he was honored as one of Goldman Sachs 100 Most Intriguing Entrepreneurs of the Year. Prior to 10x Genomics, Serge was VP of Applications at QuantaLife, where he was responsible for building content, driving new applications, and identifying key diagnostics opportunities for the core ddPCR technology. Before QuantaLife, Serge was Founding Architect and Director of R&D at 23andMe. There he defined the initial conception of the product, built many elements of the technology, and drove strategy and execution of R&D functions as the company scaled. Serge received a Ph.D. in biomedical informatics from Stanford University and an A.B. in applied mathematics and biology from Harvard College.

Office Hours: Joseph Snyder, Kilpatrick Townsend. IP and Confidentiality

Get advice from Joseph Snyder, PhD, Managing Partner at Kilpatrick Townsend, on intellectual property and confidentiality.

Our office hours are hosted by leading experts who have generously offered their services pro bono to our entrepreneurs.

If your application is approved, we will invite you to choose a timeslot and require a $100 credit card deposit. The deposit will be refunded the day after you attend. No-shows will not receive a refund. Please be punctual; arrivals late by more than 15 minutes will be considered no-shows.

If you find that you are unable to attend, you may request a refund up to 5 days in advance. (This will give us time to offer the slot to the first person on the waitlist.) We regret that we cannot honor requests made at a later time.

Where and When

Suite 214, Byers Hall, UCSF Mission Bay (1700 4th Street, San Francisco)
Thursday, February 21, 2019

The application period for this session has closed.

About Joseph Snyder

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Joseph Snyder is the Managing Partner of the firm's Walnut Creek office. He focuses his practice on patent prosecution and counseling, emphasizing patent drafting, patent procurement, client counseling and opinion writing, primarily in the chemical arts, biotechnology, life sciences and clean technology. He counsels clients on planning and portfolio analysis for patent protection, including strategic review of technologies' commercial potential, enforcement of patent rights and defense of infringement allegations. Dr. Snyder represents U.S. and foreign companies, such as pharmaceutical companies, diagnostic laboratories, universities and start-ups in all areas of intellectual property counseling and protection.

Meet One-on-One with Procter & Gamble at QB3

Procter & Gamble, the consumer goods company that owns brands such as Crest, Downy, Febreze, Head & Shoulders, Pantene, and Vicks, maintains its competitive edge through in-house innovation and partnerships to develop and acquire emerging technologies.

P&G is interested in meeting startups, and we are coordinating a partnering session on March 13 at UCSF Mission Bay.

Space is limited. If you would like to explore partnering with P&G, please apply online. Applications accepted thru Thursday, February 21.

Where & When

Suite 214, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
Wednesday, March 13

Areas of Focus

P&G is interested in disruptive life science technologies for a healthy home ecosystem and environment. Below are the main areas of focus (download the detailed needs document):

  • Malodor prevention, reduction or blocking; microbial population control.

  • Non-prescription approaches to mitigate the negative physiological impacts of stress (solutions that would not be regulated as drugs) and maintain cardio-metabolic health (biomarkers, sensors, botanicals).

  • Big (Omics) data analytics for identifying biomolecular targets for regulation of predetermined biological functions; for example, uprregulation of collagen or inhibition of inflammatory cytokines.

  • Alternative methods for cost-effective production of short peptides up to 20 amino acids (fermentation or synthetic biology-based methods).

  • Materials that have either of the following properties: block bitter taste; provide the sensation of pleasurable touch at the time of application to the skin; modulate trigeminal nerve-related sensations including pain, cooling, warming and itch; promote dermal regeneration to address gum recession, skin aging and vaginal atrophy; maintain healthy skin homeostasis and promote desirable skin feel.

Office Hours: Jonathan Villet, OneWorld Communications. Identifying the value customers see in your innovation

Jonathan Villet is a creative producer and strategist who leads all major areas of marketing communications work. He drives major initiatives to develop marketing strategy and creative concepts to achieve the goals of clients. Talk to Jonathan to learn how to identify the value that your potential customers see in your innovation--it may be different than you think--and how this value can shape the path to develop and promote your service or product.

Our office hours are hosted by leading experts who have generously offered their services pro bono to our entrepreneurs.

If your application is approved, we will invite you to choose a timeslot and require a $100 credit card deposit. The deposit will be refunded the day after you attend. No-shows will not receive a refund. Please be punctual; arrivals late by more than 15 minutes will be considered no-shows.

If you find that you are unable to attend, you may request a refund up to 5 days in advance. (This will give us time to offer the slot to the first person on the waitlist.) We regret that we cannot honor requests made at a later time.

Where and When

Suite 214, Byers Hall, UCSF Mission Bay (1700 4th Street, San Francisco)
Tuesday, February 12, 2019

The application period for this session has closed.

About Jonathan Villet

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Jonathan Villet is a creative producer and strategist who leads all major areas of marketing communications work. He has authored numerous campaigns and media products. His 20+ years in the business includes a mid-career stint for the United Nations working in Europe, Africa and elsewhere to create communications campaigns involving cross-cultural approaches, commended in a U.N. letter. He drives major initiatives to develop marketing strategy and creative concepts to achieve the goals of clients.

QB3 Seminar: Sofie Qiao, Vivace Therapeutics. "Tackling Novel Drug Targets at a Virtual Startup"

Creating a virtual startup is an option for a seasoned pharma scientist who wants to develop drugs on a lean budget. In the past this has only been feasible when going after a known target. Now, however, improved CRO capabilities in biology make it possible to launch a company that explores the science of a pathway while simultaneously developing drugs to target that pathway. A prime example of such a company is Vivace Therapeutics, co-founded and led by Sofie Qiao. Interested in hearing Vivace's story? Join us on February 7.

Where & When

Room N-114, Genentech Hall, UCSF Mission Bay (600 16th St., San Francisco)
Noon to 1:00 PM, Thursday, February 7

About the Speaker

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Dr. Qiao is the founding president and CEO of Vivace Therapeutics, and a member of the board of directors. Prior to co-founding Vivace, she served as managing director of WuXi ventures, the corporate venture arm of WuXi AppTec. Dr. Qiao co-founded the chemistry-driven drug discovery company LEAD Therapeutics in 2006, assembled the management team and played a central role in raising $17 million in Series A financing. The company was acquired in 2010 by BioMarin for up to $97 million, primarily for its PARP inhibitor (Talazoparib), then in preclinical development. Dr. Qiao began her industry career at Genzyme as a medicinal chemist, and later moved into business roles with McKinsey & Company, Syrrx (now Takeda California) and Discovery Partners International (now Galapagos). She holds a doctorate in organic chemistry from Massachusetts Institute of Technology and an A.B. in chemistry from Harvard University.

Spring SBIR Workshop at Berkeley

The chances of your SBIR or STTR proposal getting funded are vastly improved if your proposal is well written and packaged. In fact, many great ideas fail to get funded simply because of poor “grantsmanship.” In addition, first-time applicants are often daunted by the intricacies of the grant submission and review processes, and are unaware that they can improve their chances of getting funded by communicating directly with funding agency program and review staff.

This workshop will help you develop a compelling, well-organized research plan, and explain your ideas in clear, engaging writing that will win over your reviewers. We will focus on the Research Plan sections of NIH and NSF SBIR proposals, and one full session will be devoted to helping you craft your Specific Aims (the most important section of your application). We will also provide guidance on filling out your budget, Biosketch and other forms, and tips on how to most effectively navigate the NIH and NSF application and review processes.

Where & When 

All classes are in 177 Stanley Hall, UC Berkeley.
1:00-4:00 PM on Wednesdays. Class dates: Feb. 6, Feb. 13, Feb. 27, Mar. 6

Specific topics to be covered will include:

  • What are SBIRs and STTRs, and which should you apply for?

  • Finding a “home” for your proposal (funding agencies, study sections, and topic-specific funding opportunities)

  • Sussing out your competition

  • Interacting with funding agency staff

  • Developing a logical, fundable Research Plan and assembling your project team

  • Logistics of the application process (electronic submission, deadlines, timelines to funding, agency requirements)

  • Major components of SBIR/STTR Research Plans and what to include in each

  • Facing and conquering the blank page

  • Writing and packaging your proposal for maximum impact

  • How to avoid common mistakes

  • Individualized feedback on your Specific Aims

  • Developing your Budget

  • Filling out forms

  • Review and award processes

  • The workshop will consist of four 3-hour sessions. There will be time during and at the end of each session for class participants to consult with the instructors about their own applications.

Session 1: Introduction to SBIRs and STTRs; identifying appropriate funding agencies and targeted funding announcements; mechanics of applying

Session 2: Developing your Research Plan; grantsmanship and writing tips (i.e., how to best pitch your proposal to your reviewers)

Session 3: Individual feedback from the instructors on your Specific Aims; help with filling out forms

Session 4: The review and award processes and how to maximize your chances of success; resubmissions and Phase II applications

This class is designed for applicants planning to submit for the next NIH and/or NSF grant deadlines (April 5, 2019 and early June, 2019, respectively). However, the basic principles to be covered also apply to other federal SBIR funding agencies (DoD, DoE, etc.). Importantly, the science writing skills taught in this class will serve you well in writing not only grant applications, but also scientific journal articles and company public relations materials.

Fee Structure for New and Returning Participants 

General Admission: $750
Startup in a Box members: $150

Note: Startup in a Box fee for UC founder: $250, non-UC founder: $350. More information on the program is available here.

Email Ioana Aanei with any questions.

About the Instructor

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Gabrielle G. Leblanc, Ph.D., is a professional grant consultant and writer with 11 years of experience as an NIH Program Director, and many years of prior experience as a research scientist and lab PI. During her academic career, she was an Assistant Professor at Oregon Health Sciences University, where her laboratory studied early nervous system development. As a lab PI, Dr. Leblanc was successful in winning grants from NIH, NSF, and many other government and non-profit funding agencies. As a Program Director at the National Institute of Neurological Disorders and Stroke at NIH, she oversaw multimillion dollar portfolios of grants and contracts in basic and clinical science, provided grantsmanship advice to scores of both junior and senior investigators, and led major funding initiatives in neuroscience, developmental biology, and genomics. In her subsequent 10 years as a freelance grant consultant/writer, she has provided scientific strategic consulting and grant-writing support to biotechnology industry and university investigators in a wide range of fields, from trypanosome pharmacogenomics to cancer drug development to medical applications of virtual reality. Dr. Leblanc has a B.A. in Biology from Harvard University and a Ph.D. in Neurosciences from Stanford University School of Medicine.

Rosenman D-Series: Ali Samiian, Abbott. "How to Adapt to a Changing Market Environment"

If you are to succeed in commercializing a medical device, you need a clear path to reimbursement. However, the path is often nonintuitive, and increasing globalization has complicated matters. Payers now reference prices from around the world and employ health economics and cost containment tools first seen in pharma. Some companies have adapted by seeking revenue for services beyond the physical product. Join us to get the full briefing from Ali Samiian, Global Head of Market Access, Health Economics and Pricing at Abbott Diabetes Care.

Where & When

5:30 to 6:30 PM, Tuesday, February 5, 2019
Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)

About the Speaker

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A lawyer by training, Ali has worked in government in the healthcare sector providing policy advice to the Minister of Health in Ontario, Canada on Pharmaceuticals, Diagnostic devices, and physician negotiations. He has over 10 years of experience working in the pharmaceutical and medical device sector in several roles of increasing responsibility, including market access, sales, and strategic planning in global, regional and country affiliate organizations.  He has launched products in Canada, Europe, US and several Asia Pac markets. 

Ali holds a JD from Osgoode Hall Law School, an MBA from the Schulich School of Business in Canada, and a MSc in Health Economics, Policy and Management from the London School of Economics.

He is currently the global head of Market Access, Health Economics and Pricing at Abbott Diabetes Care, managing a team to ensure global reimbursement of a new glucose sensing category.  He is a proud husband and father of 2.

QB3 Seminar: Jennifer Doudna, UC Berkeley & Caribou Biosciences

Where & When

Noon to 1:00 PM, Thursday, January 31
Room N-114, Genentech Hall, UCSF Mission Bay (600 16th St., San Francisco)

About the Speaker

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Jennifer Doudna is the Li Ka Shing Chancellor’s Chair in Biomedical and Health Sciences at UC Berkeley and an Investigator of the Howard Hughes Medical Institute. Prof. Doudna’s research seeks to understand how RNA molecules control the expression of genetic information. Her research led to insights about CRISPR-Cas9-mediated bacterial immunity that showed how this system can be harnessed for efficient genome editing in animals and plants, creating a transformative technology that is revolutionizing the fields of genetics, molecular biology and medicine. She is a member of the National Academy of Sciences, the American Academy of Arts and Sciences, the National Academy of Medicine and the National Academy of Inventors. She is a recipient of many awards including the Breakthrough Prize in Life Sciences, the Princess of Asturias Award (Spain), the Gruber Prize in Genetics, the Heineken Prize (Netherlands), the Gairdner Award (Canada), the Tang Prize (Taiwan), the Warren Alpert Foundation Prize, the L’Oreal-UNESCO International Prize for Women in Science and the Japan Prize (Japan).

Spring SBIR workshop at UCSF Mission Bay

This workshop will take you through all the steps necessary to successfully file a well-written NIH SBIR/STTR grant application for the April 5, 2019 deadline. Taking the workshop you will learn how to craft an appropriate research plan, obtain persuasive letters of support, develop an efficient budget, and anticipate reviewers’ comments. We will help you speed through the application instructions, saving you hours of time. Results from past attendees indicate that taking this course triples your chances of success. The workshop culminates in a submission clinic that will ensure your application is correctly filed. 

One or more team members (up to 3) from the company should be prepared to attend every session. Remember to bring your laptop; these will be working sessions.

The course includes six working sessions and a pre-submission review of your Specific Aims page by our course instructors.

(The Feb. 28 class is guest talk & interactive workshop on Specific Aims page)

Where & When 

All classes are in Room 2106, Mission Hall, UCSF Mission Bay.
Thursdays, 1:30-4:00 pm. Class dates: Jan. 24, Feb. 7, Feb. 21, Feb. 28, Mar. 7, Mar. 28

Topics

  • Understanding the eligibility requirements of an SBIR grant

  • Preparing to apply for an SBIR (company formation, registration at all required websites, identifying the best PI)

  • Assembling all the necessary parts of the application (letters of support, sub-contract quotes and letters, facilities description, research plan, etc.)

  • Strategies for designing your specific aims

  • Budget strategies and restrictions

  • Complete and convincing budget justifications

  • Documentation required to use human samples, human subjects and vertebrate animals

  • What makes a competitive proposal

  • Common mistakes that applicants make

  • Filing in forms and submission process

  • Re-submission if your grant is not funded

  • Phase II SBIR applications

  • Searching for program announcements and finding non-dilutive funding opportunities

Sessions

  1. Registration, eligibility, NIH/NSF program overview

  2. Overview of all the sections of a NIH proposal, Phase 2 proposals

  3. IP confidentiality, details on all the sections of a NIH proposal, NSF workshop (Pt 1)

  4. Specific Aims Workshop with Kaspar, NSF workshop (Pt 2)

  5. Details on budget and forms, resubmission (NIH)

  6. Questions, forms and submission (NIH)

Instructors

Shauna Farr-Jones, PhD, UCSF/QB3 grant writer
Ioana Aanei, PhD, Entrepreneurship Program Manager, QB3
Kaspar Mossman, PhD, Director of Marketing & Communications, QB3

Fee Structure for New and Returning Participants

General Admission: $750
Startup in a Box members: $150

Note: Startup in a Box fee for UC founder: $250, non-UC founder: $350. More information on the program is available here.

Email Ioana Aanei with any questions.

About the Instructor

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Shauna Farr-Jones, Ph.D., has a record of writing successful government grant and contract proposals on diverse life science topics, providing strategic input on both research and business plans. She has helped companies secure over $200 million in grant and contract funding from numerous government and philanthropic organizations, including BARDA, NIH, DTRA, USDA, DARPA and the Bill and Melinda Gates Foundation. For 17 years, she has consulted for life science companies and universities, identifying funding opportunities, preparing research plans, marketing plans, technical reports INDs, NDAs, white papers and proposals. She is also the Project Manager of the Antibody Technology Research Center at UCSF. Previously, she was Senior Writer at BioCentury Publications, where she analyzed and wrote about the biotechnology industry. She was a post-doctoral fellow at UCSF and has a Ph.D. in Biochemistry from Tufts University. 

Rosenman D-Series: Caroline Corner, Westwicke Partners. "How to Position Your Story to Connect with the Right Investors"

It's important not just to get funding for your venture but also to ensure that you engage the right investors--people who genuinely want to help you grow and succeed. An expert in investor relations, Caroline Corner is Managing Director at the SF office of Westwicke Partners, a strategic capital markets advisory firm. Join us January 17 to learn what to include in your pitch deck, how to build credibility, and how to connect with quality investors.

Where & When

Room 212, Byers Hall, UCSF Mission Bay
5:30 to 6:30 PM, Thursday, January 17

About the Speaker

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Caroline Corner, Ph.D., joined Westwicke Partners in 2016 as a Managing Director leading our San Francisco effort in Medical Technology. Caroline’s focus is working with both public and private companies in the medical device and diagnostics areas. Her expertise and extensive C-level industry relationships stem from more than 12 years working in sell-side equity research, various roles within device and healthcare companies, as well as her academic training in biochemistry, engineering and nanobiotechnology.

QB3 Seminar: Lance Kizer. "Success in the Foodtech Space at Ripple"

Where & When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
Noon to 1:00 PM, Tuesday, January 15

About the Speaker

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Lance Kizer, PhD, is VP of Science and Technology at the Production Board in Oakland, CA.

Lance has provided technical leadership in a wide range of industries throughout his career.

Prior to joining The Production Board, Lance was Vice President of Research and Development at Ripple Foods. He joined Ripple as the first employee creating prototypes in his home kitchen. Lance ultimately led the development of novel ingredient and product technologies that enabled Ripple to create delicious, dairy-free foods that disrupted an industry which is one of the largest emitters of greenhouse gases in the world. RIpple's product line includes plant-based milks, creamers, yogurts, high protein drinks and nutritional powders which are currently available at over 13,000 locations in the US and Canada.

Before starting up Ripple, Lance led research and development projects at Amyris, Inc. where he scaled and commercialized biochemicals produced via fermentation processes. Some product highlights included an anti-malarial compound that is now used to make more than 100 million treatments annually and sustainable cosmetic ingredient alternatives that were Amyris’ first profitable product lines.

Lance also served in the U.S. Navy, where he operated and repaired nuclear power plants at shore- and sea-based commands. He holds a Bachelor of Science in Chemical Engineering from the University of Washington and a Ph. D. in Chemical Engineering from the University of California, Berkeley.

Rosenman D-Series: Terrie Firestone, BNY Mellon. “How to Maximize the Value of Your Business, Whether You are Building to Scale, Sell, or Merge”

To maximize value for stakeholders--and themselves--founders need to make the right decisions concerning financial and legal issues such as capital structure, transactions, scaling, possible exits and personal financial planning. The choices they make today, for example, may have unanticipated consequences with respect to capital raises, taxable income, and income taxes. Join us to hear from this panel of financial and legal experts as they discuss what founders should do to achieve the best possible outcome.

Where & When

Room 212, Byers Hall, UCSF Mission Bay (1700 4th St., San Francisco)
5:30 to 6:30 PM, Tuesday, February 12, 2019

About the Speakers

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Terrie Firestone (moderator) is a senior wealth director for BNY Mellon Wealth Management. In this role, she is responsible for new business development in the Northern California region, and works with individuals and families to identify how BNY Mellon’s investment and wealth management capabilities can help them reach their overall financial goals and life goals.

Terrie Firestone has more than 20 years of experience in the investment and financial services industry. Previously, she was a Senior Vice President at US Trust in Private Wealth Management. Prior to that, Terrie was a Managing Director with Smith Barney, where she led the Software and Networking Investment Research Teams. She was a nationally ranked Technology Analyst on the Wall Street Journal All Star Team and the Institutional Investor Magazine All American Team for many years. Terrie brought over 25 companies public, including Cisco Systems.

Terrie received a Bachelor of Science degree from Brown University in Applied Math and Economics and a Masters in Business Administration from the Stanford University Graduate School of Business. She is a board member of the Palo Alto Financial Planning Forum, a member of the Santa Clara Estate Planning Council, a member of the UCSF Foundation Wellness Committee and the San Francisco City College auxiliary. In the past she has served on the UCSF Cancer Council, the Teach for America Gala Committee, and the Hillsborough Foundation Parent Giving Campaign.

 
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Carolyn Amster is a Partner of Tax at BPM. She has over thirty years of experience in tax planning, research and tax compliance. She focuses her practice on minimizing federal and state tax liabilities, stock option planning, estate planning, preparation of tax projections, analyzing alternatives, identifying and researching complex tax issues, and representing clients before the IRS and Franchise Tax Board. She represents individual, trust, estate, nonprofit, corporate and pass-through entities in industries ranging from public charities and private foundations to software, professional services, high-tech, biotech, venture capital and real estate management.

 
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James Huie is a corporate and securities partner in Wilson Sonsini Goodrich & Rosati's San Francisco office. James advises life sciences and technology companies on general corporate matters, mergers and acquisitions, initial public offerings, strategic partnerships, and private equity and debt financings. He also has extensive experience in representing venture capital firms and other investors in private equity and debt financings.

 

As a national wealth strategist at BNY Mellon Wealth Management, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker on tax, estate planning and family governance topics for leading conferences throughout the country, including events hosted by the AAML, the ABA, ACTEC, CalCPA, Santa Clara University, Stanford University, the State Bar of California, the State Bar of Georgia, the State Bar of Texas, STEP, UCLA, the University of Notre Dame, Vistage International, the Washington State Bar Association, and YPO. In addition, he has published numerous articles in publications such as the California Tax Lawyer, the California Trusts and Estates Quarterly, State Tax Notes, Tax Notes, and Trusts & Estates, and he is frequently quoted as an industry expert in the media.

Justin has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, and the editor-in-chief of the California Tax Lawyer. Prior to joining BNY Mellon, he was an attorney at a major law firm, where he advised wealthy families, senior corporate executives and closely-held business owners regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation.

 
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Scott Taylor is a Partner in Assurance at BPM. He has over twenty-seven years of public accounting and private industry experience, including 10 years with a Big Four accounting firm. He provides both public and private technology, biotechnology, and healthcare, and nonprofit a variety of accounting and tax services, including financial statements, audit reviews, compilations, agreed-upon procedures and internal control evaluations. Scott also consults with management on complex accounting, tax, and SEC reporting matters.

 
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Julie West chairs BPM's Corporate Tax Practice and the Firm's Life Science Industry Group. She was named one of San Francisco Business Times' 150 Most Influential Women professionals in 2012.

Julie works closely with biotech, pharmaceutical, medical device, software, social media, communications, and manufacturing companies. She began her career at Deloitte and understands the complex business needs of pre-revenue startups to consolidated publicly-traded companies.

She has over 14 years of experience in public accounting and deals extensively with tax provisions (FAS 109/ ASC 740), FIN 48 analysis for uncertain tax positions, Section 382 studies to determine limitations on tax attributes, and sales tax exposure. She has advised companies involved in a wide arena of transactions, including mergers, asset and stock acquisitions, tax-free reorganizations and foreign expansion. She consults and reviews a variety of tax returns with multi-state and international filings, and helps guide her clients through financings and IPOs. Julie is passionate about building and mentoring her team of outstanding professionals.