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  • 2016
  • Book

Innovation Policy and the Economy, Volume 17

By: Shane Greenstein, Josh Lerner and Scott Stern
The seventeenth volume of the National Bureau of Economic Research’s Innovation Policy and the Economy provides an accessible forum for bringing the work of leading academic researchers to an audience of policymakers and those interested in the interaction... View Details
Keywords: Innovation and Invention; Technological Innovation; Governance; Policy; Economy
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Greenstein, Shane, Josh Lerner and Scott Stern, eds. Innovation Policy and the Economy, Volume 17. Chicago: University of Chicago Press, 2016.
  • June 1999 (Revised March 2001)
  • Case

New Business Investment Company: October 1997

By: Josh Lerner, Lee Branstetter and Takeshi Nakabayashi
A quasi-government organization seeks to stimulate entrepreneurship in Japan by making venture capital investments. The organization of the fund, identification of transactions, and oversight of portfolio firms pose considerable challenges. View Details
Keywords: Venture Capital; Entrepreneurship; Government and Politics; Problems and Challenges; Financial Services Industry; Japan
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Lerner, Josh, Lee Branstetter, and Takeshi Nakabayashi. "New Business Investment Company: October 1997." Harvard Business School Case 299-025, June 1999. (Revised March 2001.)
  • 2009
  • Working Paper

Private Equity and Industry Performance

By: Josh Lerner
The growth of the private equity industry has spurred concerns about its potential impact on the economy more generally. This analysis looks across nations and industries to assess the impact of private equity on industry performance. Industries where PE funds have... View Details
Keywords: Private Equity; Investment; Common Law; Industry Growth; Performance Productivity; Europe; United Kingdom; United States
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Lerner, Josh. "Private Equity and Industry Performance." Harvard Business School Working Paper, No. 10-045, December 2009. (NBER Working Paper Series, No. 14861, April 2009.)
  • May 2009
  • Article

The Empirical Impact of Intellectual Property Rights on Innovation: Puzzles and Clues

By: Josh Lerner
Economists have long seen the patent system as a crucial lever through which policymakers affect the speed and nature of innovation in the economy. It is not surprising, then, that the profound changes which have roiled the global patent system over the past 20 years... View Details
Keywords: Economy; Policy; Innovation and Invention; Intellectual Property; Rights; Business and Government Relations
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Lerner, Josh. "The Empirical Impact of Intellectual Property Rights on Innovation: Puzzles and Clues." American Economic Review: Papers and Proceedings 99, no. 2 (May 2009): 343–348. (Earlier version distributed as National Bureau of Economic Research Working Paper No. 8977.)
  • October 1992 (Revised November 1997)
  • Case

ImmuLogic Pharmaceutical Corporation (A): March 1991

By: Josh Lerner
ImmuLogic Pharmaceutical Corp., a development-stage biotechnology company, is considering making an initial offering of common stock. The diverse perspectives of the entrepreneur, venture capitalist, investment banker, and institutional investor are explored. Problems... View Details
Keywords: Decisions; Entrepreneurship; Venture Capital; Banks and Banking; Initial Public Offering; Going Public; Perspective; Valuation; Biotechnology Industry; Pharmaceutical Industry
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Lerner, Josh. "ImmuLogic Pharmaceutical Corporation (A): March 1991." Harvard Business School Case 293-066, October 1992. (Revised November 1997.)
  • 06 Nov 2012
  • First Look

First Look: November 6

Publications The Architecture of Innovation: The Economics of Creative Organizations Author: Josh Lerner Publication: Harvard Business Press Books, 2012 Abstract Innovation is a much-used buzzword these... View Details
Keywords: Sean Silverthorne
  • January 1995 (Revised November 1995)
  • Case

Candela Laser vs. Cynosure, Inc.

By: Josh Lerner and Benjamin Conway
Summarizes the lawsuit by Candela Laser against its former CEO and founder, who has begun a competing firm. The extent of patent and trade secret protection are crucial issues. View Details
Keywords: Information Technology; Patents; Lawsuits and Litigation; Entrepreneurship
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Lerner, Josh, and Benjamin Conway. "Candela Laser vs. Cynosure, Inc." Harvard Business School Case 295-097, January 1995. (Revised November 1995.)
  • 2022
  • Book

The Role of Innovation and Entrepreneurship in Economic Growth

By: Michael J. Andrews, Aaron Chatterji, Josh Lerner and Scott Stern
We live in an era in which innovation and entrepreneurship seem ubiquitous, particularly in regions like Silicon Valley, Boston, and the Research Triangle Park. But many metrics of economic growth, such as productivity growth and business dynamism, have been at best... View Details
Keywords: Productivity Growth; Production Technologies; Innovation and Invention; Entrepreneurship; Economic Growth; Competition; Organizational Design; Economic Slowdown and Stagnation
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Andrews, Michael J., Aaron Chatterji, Josh Lerner, and Scott Stern, eds. The Role of Innovation and Entrepreneurship in Economic Growth. Chicago: University of Chicago Press, 2022.
  • 2023
  • Working Paper

How Resilient Is Venture-Backed Innovation? Evidence from Four Decades of U.S. Patenting

By: Sabrina T. Howell, Josh Lerner, Ramana Nanda and Richard Townsend
Despite theoretical predictions to the contrary, corporate innovation is strongly pro-cyclical. In this paper, we compare innovation in the economy as a whole to that of firms backed by venture capital (VC), a source of capital associated with the most impactful young... View Details
Keywords: Recessions; Venture Capital; Innovation and Invention; Patents; Business Cycles; Economic Slowdown and Stagnation
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Howell, Sabrina T., Josh Lerner, Ramana Nanda, and Richard Townsend. "How Resilient Is Venture-Backed Innovation? Evidence from Four Decades of U.S. Patenting." Harvard Business School Working Paper, No. 20-115, May 2020. (Revised July 2023.)
  • January 1994 (Revised April 2011)
  • Background Note

Note on Private Equity Partnership Agreements

By: Josh Lerner
Venture capital by necessity is a long-run investment. Consequently, since the mid-1960s virtually all venture financing has been raised through private partnerships with a ten-year or longer life span. To govern these investments, complex contracts have sprung up... View Details
Keywords: Venture Capital; Financing and Loans; Investment; Governance; Contracts; Partners and Partnerships
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Lerner, Josh. "Note on Private Equity Partnership Agreements." Harvard Business School Background Note 294-084, January 1994. (Revised April 2011.)
  • December 1992 (Revised September 1996)
  • Case

ImmuLogic Pharmaceutical Corporation (Abridged)

By: Josh Lerner
ImmuLogic Pharmaceutical Corp., a development-stage biotechnology company, is considering making an initial offering of common stock. The rationales for and problems of high-technology start-ups are explored. The challenges posed by "windows" for public offerings are... View Details
Keywords: Decisions; Initial Public Offering; Entrepreneurship; Going Public; Business Startups; Biotechnology Industry; Pharmaceutical Industry; United States
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Lerner, Josh. "ImmuLogic Pharmaceutical Corporation (Abridged)." Harvard Business School Case 293-087, December 1992. (Revised September 1996.)
  • March 2013
  • Article

Bridging the Gap? Government Subsidized Lending and Access to Capital

By: Josh Lerner and Kristle Romero-Cortes
The consequences of providing public funds to financial institutions remain controversial. We examine the Community Development Financial Institution (CDFI) Fund's impact on credit union activity, using hitherto little studied U.S. Treasury data. The CDFI Fund grants... View Details
Keywords: Financing and Loans; Credit; Government and Politics; Financial Institutions; United States
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Lerner, Josh, and Kristle Romero-Cortes. "Bridging the Gap? Government Subsidized Lending and Access to Capital." Review of Corporate Finance Studies 2, no. 1 (March 2013): 98–128.
  • 27 Apr 2021
  • Research & Ideas

New Research: Surviving Bankruptcy, Useful Economics, and Retirement

Cash Out Josh Lerner and James Mason “In November 2020, the co-founders of DigiPlex study the future growth trajectory of their Nordic data center venture. A critical question was on the agenda: was now... View Details
  • February 2006 (Revised January 2007)
  • Case

ABRY Partners, LLC: WideOpenWest

By: Josh Lerner and Smart Darren
ABRY, a Boston-based private equity group, is considering whether to terminate its investment in WideOpenWest or to try to salvage the transaction by acquiring a division of telecommunications unit Ameritech. View Details
Keywords: Private Equity; Investment Portfolio; Problems and Challenges; Financial Services Industry; Media and Broadcasting Industry; Boston
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Lerner, Josh, and Smart Darren. "ABRY Partners, LLC: WideOpenWest." Harvard Business School Case 806-116, February 2006. (Revised January 2007.)
  • 2009
  • Book

Boulevard of Broken Dreams: Why Public Efforts to Boost Entrepreneurship and Venture Capital Have Failed and What to Do About It

By: Josh Lerner
In response to the financial crisis, governments are being far more aggressive in intervening to promote economic activity, a trend that shows little tendency of alleviating. This book looks at the experiences of governments in encouraging entrepreneurs and venture... View Details
Keywords: Economic Growth; Financial Crisis; Entrepreneurship; Venture Capital; Policy; Business and Government Relations
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Lerner, Josh. Boulevard of Broken Dreams: Why Public Efforts to Boost Entrepreneurship and Venture Capital Have Failed and What to Do About It. Princeton University Press, 2009. (Winner of Axiom Business Book Award. Gold Medal in Entrepreneurship presented by Jenkins Group Inc. Winner of PROSE Award for Excellence in Business, Finance & Management “For Professional and Scholarly Excellence” presented by Association of American Publishers.)
  • June 2015
  • Article

Standard-Essential Patents

By: Josh Lerner and Jean Tirole
A major policy issue in standard setting is that patents that are ex-ante not that important may, by being included into the standard, become standard-essential patents (SEPs). In an attempt to curb the monopoly power that they create, most standard-setting... View Details
Keywords: Patents; Policy; Standards
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Lerner, Josh, and Jean Tirole. "Standard-Essential Patents." Journal of Political Economy 123, no. 3 (June 2015): 547–586.
  • January 2017 (Revised March 2017)
  • Case

SIN Capital and the Fullerton Health IPO

By: Josh Lerner and Ann Leamon
In early 2016, David Sin, founder of the Singapore-based private equity group SIN Capital and chairman of its primary holding, Fullerton Health, was deeply involved in preparations for taking Fullerton public on the Singapore stock exchange. Three years after SIN... View Details
Keywords: Healthcare; Asia; IPO; Financing; Singapore; Growth; Health Care and Treatment; Private Equity; Initial Public Offering; Financing and Loans; Strategy; Value Creation; Growth and Development Strategy; Health Industry; Singapore
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Lerner, Josh, and Ann Leamon. "SIN Capital and the Fullerton Health IPO." Harvard Business School Case 817-030, January 2017. (Revised March 2017.)
  • January 2018
  • Article

The Globalization of Angel Investments: Evidence Across Countries

By: Josh Lerner, Antoinette Schoar, Stanislav Sokolinski and Karen Wilson
This paper examines investments made by 13 angel groups across 21 countries. We compare applicants just above and below the funding cutoff and find that these angel investors have a positive impact on the growth, performance, and survival of firms as well as their... View Details
Keywords: Entrepreneurship; Globalization; Investment; Business Startups
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Lerner, Josh, Antoinette Schoar, Stanislav Sokolinski, and Karen Wilson. "The Globalization of Angel Investments: Evidence Across Countries." Journal of Financial Economics 127, no. 1 (January 2018): 1–20.
  • March 2011
  • Article

To Join or Not to Join: Examining Patent Pool Participation and Rent Sharing Rules

By: Josh Lerner and Anne Layne-Farrar
In recognition that participation in modern patent pools is voluntary, we present empirical evidence on participation rates and the factors that drive the decision to join a pool, including the profit sharing rules adopted by the pool's founders. In most participation... View Details
Keywords: Patents; Alliances; Vertical Integration; Standards
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Lerner, Josh, and Anne Layne-Farrar. "To Join or Not to Join: Examining Patent Pool Participation and Rent Sharing Rules." International Journal of Industrial Organization 29, no. 2 (March 2011): 294–303.
  • March 2008 (Revised June 2009)
  • Case

Actis: January 2008

By: Felda Hardymon, Josh Lerner and Ann Leamon
Paul Feltcher, the CEO of Actis, a leading private equity investor in emerging markets, is preparing for an executive retreat at which the management team will consider how best to position the firm for the future. Actis could move in a number of different directions... View Details
Keywords: Business Model; Private Equity; Investment; Growth and Development Strategy; Management Teams; Emerging Markets; Organizational Change and Adaptation
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Hardymon, Felda, Josh Lerner, and Ann Leamon. "Actis: January 2008." Harvard Business School Case 808-130, March 2008. (Revised June 2009.)
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