Session 7-2: Texas Ignition Fund

M. D. Anderson Cancer Center
Date: April 2008
Duration: 0 / 17:05

Cathy Swain, C.F.A., Assistant Vice Chancellor for Commercial Development, M. D. Anderson Cancer Center.

Narrator:

Cathy Swain, the co-host of this course, you have met her before from UT systems.  She is the assistant vice-chancellor, you call it the I would say Research in Tech Transfer but you have another title for that, suffice to say a couple degrees in Finance, I think Illinois it was and some thing post graduate at Stanford at the business school over there then she over saw something like 20 billion dollars worth of UT money as the director of the oversight for UTIMCO and now she's a kinda you know created this TIFF fund with others and she's gonna talk to you about TIFF funding, okay.

Thank you.

Let me in here, will you?

You want to do the slides?

She can't do slides though.

This is what we did.  Okay.

Oh, thank you.  And I can do the arrows?

The arrows, yeah.

Cathy Swain:

Hi it's nice to be back, good to see you all still hanging in there despite the homework and all.  You know the chancellor used to occasionally introduce me as, "This is Cathy, she looks out for my money."  So that really is my background.  I haven't told you that much about my background.  Suffice it to say it goes literally from Wall Street to Main Street, investment banking to hands on venture capital and I have been a CEO and a COO and a CFO and I've also served on boards and started up companies and written a bazillion business plans.  So I'm really thrilled at this exposure that you're getting to another whole area that is completely outside your disciplines most likely.  When I first spoke to you weeks ago I mentioned our Ignite Texas program that is an initiative that we've started in the Research Tech Transfer office at UT system that is multidimensional and I'm just listing three of its major areas up here.  I mentioned the ideas on fire which you're letting in right now and this is sort of our prototype course with life scientist.  We plan to continue this series in the fall with a broader audience in broader content and we're just looking forward to your feedback and feedback of others and other programs throughout the UT system.  We also are working on a system wide IP marketing tech solutions project that is multidimensional and today I want to talk to you about the Texas ignition fund which is our pre-seed fund and in many ways is similar to the fund that you just heard about at M. D. Anderson.  The Texas Ignition Fund I'm gonna eventually call it the TIF is a two million dollar grant program that was approved by the regions in December of 2007 to stimulate commercialization of discoveries at UT systems institutions.  It's intended to help bridge the gap between discovery and marketable product.  You've heard the value of debt and all of these expressions and I think you've all got the picture as to where we're sitting sort of between research dollars and real money, real bunch of money and so in that sense where in a similar position to Oli and Stan's group.  The goals of the TIF were stated, you know, by the regions to support the culture at the UT system to promote innovation and commercialization of new ideas and technologies coming out of our research at UT to nurture, these are great words but they really do believe it or not mean something to us, viable technologies to avoid their abandonment due to lack of seed capital.  A lot of research leads to good ideas, great discoveries that never get articulated and never make it to the market place, never find in an application in real life.  They might make it to very well-regarded journals but they don't make it into the average household or you know they don't have the impact that they possibly could if they could get through that period from discovery to identifying what those applications might be.  So that's an important goal for the TIF.  And then finally, to create a robust infrastructure to support the validation of discoveries, external mentorship and commercialization.  We could talk about those for a while but I think that's enough of that.  Our first round, we've actually completed our first round of TIF grant funding.  The awards would have been announced on April Fools' Day except that in keeping with the spirit of April Fools' Day we had a refresh of our computers that they and they were predictably down so the announcements did not go out to April 2nd but they did.  We had unbelievably 16 proposals and I asked you to put that in the context of what you have just heard and remember that we're dealing with 15 universities all over the state.  But we only gave two weeks' notice of our deadline.  And frankly we were amazed and pleased that we had that many, not only that many, but a very high quality proposals from all over the system.  We also set some pretty strict rules as to how the proposals where to be framed which I'll go through with you.  Seven universities submitted, two from the M. D. Anderson. We funded 14 awards for a total of 465,000, of course everyone asked for the maximum award.  The maximum is 50. We did not fund the maximum at all the ones that we fund.  In fact we funded an average of around 33,000. Anywhere between 10 to 50,000 was the range of our funding. So we have a million and a half dollars left and we're going to be doing rounds of TIF funding every two months until the money runs out. It really is one difference between our fund and the M. D. Anderson fund is we don't really have a return on our investment.  It is a grant not a research grant but a grant program and we're hoping, we're actually working on several fronts to replenish this fund but at this moment we have a million and a half dollars left.  Our next deadline and I'm gonna let Allie tell you what it is here because Oli has to bet all the proposals that you prepared to submit to the TIF.  So he has to have a deadline before ours so he can possibly do that.  In other words, we don't work directly with the PIs.  We work in this case with the M. D. Anderson the Technology Discovery Office.  What is your deadline Oli?

It's tomorrow, after tomorrow.  No, it's over.

Oh it's over.  Sorry you missed the second round.

I've got plenty today.

Okay, alright well, we will be announcing those awards on June 2nd.  And we also have a fairly, believe it or not, rapid funding cycle where we can actually get the money out fairly quickly.  The two M. D. Anderson proposals just briefly and I'm gonna take a shot at this Oli and you know I'm not a scientist.  I'm very educated.  I go bid you many year but I don't do a lot of these scientific language so you're gonna hear some of that from me.  I'm gonna briefly describe in my elevator of language.  All of these words are much too long, I don't know.  One of the proposals involved combining bioengineering with cell and gene therapies to create the technology that is poised to "the liver cells as drugs" in an effort to commercialize cell-based immunotherapeutics and those of pretty big words.  But that probably says a lot to you.  The second project that was funded was an aerosol lung immune stimulant that protects against a broad range of pathogens.  For example, it could be a blockbuster in case of bio terror attack or an epidemic.  And in this case, the spin off company is on its way to clinical trials.  It's a very interesting project.  So what are our criteria for funding?  I'm going backwards here.  I know I do that.  It has to be a proof of concept leading to commercialization application.  It cannot be just continued research and we really are firm about that.  I believe that the Office of Technology Discovery is also, but this has to be a notion that you're moving into an application of the concept.  We're giving preference to new startup companies and in fact not every technology is appropriate for a startup company.  Many of our technologies are more appropriately licensed as add on to other technologies and you know if you know the story of Edison and the light bulb and I'll be glad to elaborate.  The light bulb was discovered decades before Edison developed the filament that made it work for 40 hours.  He actually bought 2 patents from other people.  He was a wonderful promoter but add on technologies don't necessarily lend themselves to startup companies but we are giving preference to that because that is the purpose of the TIF is to create startups as much as possible.  There are two signatures required on every application, one by the Office of Technology Discovery, another by the authorized university official and that would be sponsored programs person.  Your grants people will have to administer this and tell us when we can right a check and ask for the money.  So they are approving the expenditures.  You need a regional business connection, some evidence that you've reached out into the community, the industry or business in a way that evidences some support for your idea and its commercial potential.  There are a lot possibilities there.  You need a complete TIF application which has to be no more than seven total pages.  It can't be 8 point type, you know what I mean?  Seven total pages and we have a format that you can get from Oli's office.  The costs have to be eligible that you're proposing although we don't ask for a line item detailed budget.  You have to be proposing eligible costs, your milestones have to be measurable and they have to be timely.  Not two years, trhee years, this is a relatively be short term program.  Preferably 6 months to kind of an outside of the year.  We have metrics and our metrics are actually similar to what you've heard already today and what you've been hearing probably a lot in this course.  We look at commercialization activities.  That would be both licenses and startup companies, income from royalties, equity, et cetera.  And this when I really am speaking on the metrics that we're gonna use to evaluate the program overall, just the way Stan just did the years of experienced with the fund and the OTD.  We look at the protection of intellectual property, patents, copy rights, trademarks.  We look at outside funding, grants, venture capital and angel investments, especially, and emerging technology fund state awards.  So, that's how we'll be evaluating the program.  So that gives you a clue if you're applying that those are things that obviously are important to us.  What costs are eligible?  We'll fund up to a maximum of 50,000 in direct cost, no indirect cost.  These costs have to be directed at proof of concept or reduction to practice, another way put it, prototype product development, business plan development.  That is the general direction we're seeking in these proposals.  Costs that are eligible include supplies, equipment, instrument use fees, as in the prior fund.  Personnel, we will fund in some cases personnel, but as with the M. D. Anderson fund we are not looking to extend people salaries.  We're not looking to replace other funding.  We are definitely not looking to replace any other funding.  We don't have a lot of money and we have 15 universities to serve and so we're gonna be, you know, fairly selective about which projects and which costs we're willing to fund.  So, what we found in the last round was absolutely everyone except 1 project went for the maximum.  But didn't mean we're gonna fund 50, let's go for 50.  Well, I mean you know that you can do that, but it's gonna and 50 may not be enough also in some cases, we recognize that.  So you have to target your milestones and articulate your milestones in a measurable way that links to your estimated cost and that make sense, not only to us but to you, especially to you.  What doesn't makes sense probably isn't gonna make sense to us either.  Oh, and market analysis, financial.  I'm gonna leave out my heart throb here.  Business plan cost, develop of cost, what do we mean by that? Market analysis, financial analysis, things that are outside your skill set and for many of you intimidating, boring, otherwise useless activities.  These are things that are critical parts of a business plan and these are activities that we will support with TIF funds.  What's the process?  The application is non-confidential.  You submit it to the office of technology discovery, they screen it, they submit it to us, it has to be approved by them.  I mean their signature we're assuming is approval.  And then it also has to be signed by the authorized university official, it also needs to be accompanied by, and this is in addition to your maximum of seven pages, evidence of your business community contacts that have been made in support of your project.  RTT and external reviewers will then review all the proposals.  We have an ignition funded advisory board.  We have to have initials for everything.  You know how that goes.  It's very intimidating to me when I first came to work for the system.  I still haven't gotten used to it, but anyway, so we have an IFAB that will approve which consist of--two minutes.  Oh, two minutes, okay.  Then we will gonna try to communicate back quickly unless we're having yet another refresh on our computers, negotiate the contract which is a very standard simple form among friends.  We will review the program metrics every 6 months.  We will require a final reporting of the milestones met in funds expended.  This is an example of the chart that is required on the application.  We're looking for you to provide milestones, what are your targets and when, how much do you estimate it will cost and for what?  Don't put in your use of funds, build a prototype.  That doesn't tell me how you're gonna spend your money.  That might be a milestone but it's not use of funds.  Tips, I just gave you one.  These are TIF funding will not be given for basic research.  We ask that when you title your proposal, please keep it simple less than 10 words, less than 10 syllables in each word.  Think, I mean, I'm thinking of you know developing an 8th grade language course for this, as a segment of this.  You know imagine that you're having to describe this to your middle school child or the PTA, okay, or your golfing buddies who are not at all related to your field.  Keep it simple.  Give us a tag line, something that we can recognize your proposal by.  In the synopsis, use cocktail party language.  You're at a cocktail party, someone says what do you do, you have no idea if the person is a train engineer.  You have to explain what you do.  You'd like to have the conversation last more than a minute.  You know give us a synopsis that we can really understand.  Tell us the commercial market potential.  That's a huge emphasis and don't just say this is a multibillion dollar market growing at the rate of 7% a year.  Provide us some evidence to that.  How do you know that?  Give a short milestone.  I mentioned that already months not years, forget about years we're not funding for years.  And please articulate clearly, eligible uses of funds in your milestones charts.  Questions?  Wow!  That was easy.