Recommended Textbook: Patent Office Litigation by Sterne, Kessler, Goldstein & Fox P.L.L.C. (published by Thomson Reuters Westlaw)

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1 LAW Patent Office Litigation Fall 2016 The recent passage of the Leahy-Smith America Invents Act (AIA) has shifted the battleground of certain patent challenges from district court to the USPTO by creating new, more powerful, fasttrack, litigation-like review proceedings, including post-grant review, inter partes review, and the transitional program for covered business method patents. This course will cover practical aspects of how patent office litigation proceedings are used on their own and in conjunction with district court litigation to achieve client aims. The course also explores the interface between the proceedings and the district courts, the USITC, and the Federal Circuit. The course will involve lecture with frequent opportunities for student input and consideration of how to counsel clients on available patent office litigation options and limitations. Practical strategies and case studies will be used. Patent Law I and II are prerequisites for this course. Instructors: Michael Messinger Tel: (202) (o) mikem@skgf.com Joseph Mutschelknaus Tel: (202) (o) jmutsche@skgf.com Class Hours: Mondays 8:00-9:50 PM Final Exam: December 10, 2015 at 12:00 PM Recommended Textbook: Patent Office Litigation by Sterne, Kessler, Goldstein & Fox P.L.L.C. (published by Thomson Reuters Westlaw) Other Sources: PTAB: PRPS general: PRPS search for a case: 6r8Aw8k%5B*/!STANDARD? PTAB Trial Rules General: 1 of 5

2 Office Patent Trial Guide: Umbrella Rules: IPR, PGR and CBM rules: CBM and TI definitions: Derivation Proceedings: Interferences: USPTO AIA FAQs: Representative PTAB Orders, Decision, and Notices: Patent Trial and Appeal Fees: Case Studies Grading: Final Exam, Class Participation Schedule: Week 1 (August 22, 2016): So You Want to Challenge a Patent? Discussion Topics: IPX, EPX, IPR, PGR, CBM Issues: Threshold, Timing, Scope of Review, Estoppel, Discovery, Sanctions Readings: Post-Grant Challenges Review Cheat Sheet, Week 2 (August 29, 2016): Petition for IPR/Pre-filing Considerations (Part 1) Week 3 (September 5, 2016): Labor Day University Closed 2 of 5

3 Week 4 (September 12, 2016): Petition for IPR/Pre-filing Considerations (Part 2) Customplay, LLC v. Clearplay, Inc., IPR , Paper 9, decided Nov Conopco, Inc. dba Unlivever, v. The Proctor & Gamble Company, IPR , Paper 21, decided Oct. 20, 2014 Unified Patents, Inc. v. Personal Web Technologies, LLC and Level 3 Communications, LLC, IPR , Paper 13, July Week 5 (September 19, 2016): Petition for IPR/Pre-filing Considerations (Part 3) Intellectual Ventures Management, LLC. v. Xilinx, Inc., IPR , Decision - Real Party in Interest, Paper 12, Jan. 24, 2013 Motorola Mobility LLC v. Arnouse, IPR , Decision regarding Service Under 35 U.S.C. 315(b), Paper 20, Jan. 30, 2013 Ariosa Diagnostics v. Isis Innovation Ltd., IPR Decision regarding Standing to file Petition, Paper 20, Feb. 12, 2013 Macauto U.S.A. v. Baumeister & Ostler GmbH & Co., IPR , Notice of Defective Petition, Paper 6, Sept. 21, 2012 Ariosa Diagnostics v. Isis Innovation Ltd., IPR , Notice of Incomplete Petition, Paper 5, Sept. 27, 2012 CBS Interactive Inc. v. Helferich Patent Licensing, LLC, IPR , Notice of Filing Date Accorded, Paper 14, Oct. 26, 2012 Week 6 (September 26, 2016): Patent Owner Preliminary Response/Institution of Trial Discussion Topics: Deadline, Scheduling Order, Motions List, Timeline Intro. Readings: POL, , 8:26-8:32 and Microstrategy, Inc. v. Zillow, Inc., IPR Decision to Institute, Paper 22, Apr. 22, 2013 Dell, Inc. v. Electronics and Telecomms. Res. Inst., IPR Decision Denying Institution, Paper 10, Mar. 26, 2015 Westlake Services, LLC v. Credit Acceptance Corp., CBM , Decision Instituting and Declining to Apply Estoppel under 35 U.S.C. 325(e)(1), Paper 28, May 14, 2015 Liberty Mutual Insurance Co. v. Progressive Casualty Insurance Co., CBM , Order (Redundant Grounds), Paper 7, Oct. 25, 2012 Liberty Mutual Insurance Co. v. Progressive Casualty Insurance Co., CBM , Order (Denial of Grounds), Paper 8, Oct. 25, of 5

4 Week 7 (October 3, 2016): Trial Timeline Detail: Joinder, Petitioner Discovery, PO Discovery, Supp/Reply Readings: Patent Office Trial Practice Guide Microsoft Corp. v. Proxyconn, Inc., IPR , Decision granting motion for joinder, Paper 15, Feb. 25, 2013 Kyocera Corp. v. Softview LLC, IPR Order Authorizing Motion for Joinder, Paper 15, Apr. 24, 2013 Target v. Destination Maternity, IPR Order Denying Joinder, Paper 18, September 25, 2014 Microsoft Corp. v. Proxyconn, Inc., IPR Scheduling Order, Paper 18, Dec. 21, 2012 SAP America, Inc. v. Versata Development Group, Inc., CBM Scheduling Order, Paper 37, Jan. 9, 2013 Garmin Int'l, Inc. v. Cuozzo Speed Techs LLC, IPR Scheduling Order, Paper 16, Jan. 9, 2013 Week 8 (October 11, 2016): Discovery: Mandatory/Routine; Additional Discovery; Inconsistent Information Readings: POL, 11:9-11:32, Garmin Int'l, Inc. v. Cuozzo Speed Techs LLC, IPR , Decision including Discussion of Discovery Standards, Paper 26, Mar. 5, 2013 LKQ Corp. v. Clearlamp, LLC, IPR , Decision Dismissing Motion to Exclude Evidence, Paper 17, Mar. 5, 2013 Microsoft Corp. v. Proxyconn, Inc., IPR , Decision Denying Additional Discovery on Commercial Success, Paper 32, Mar. 8, 2013 Garmin Int'l, Inc. v. Cuozzo Speed Techs LLC, IPR , Decision Motion to Seal, Paper 34, Mar. 14, 2013 Bloomberg Inc. v. Markets-Alert Pty Ltd., CBM Decision on Motion for Additional Discovery, Paper 32, May 29, 2013 Corning Inc. v. DSM IP Assets B.V., IPR Decision on Motion for Additional Discovery, Paper 27, June 21, 2013 Week 9 (October 17, 2016): Discovery: Depositions Readings: POL, 6:27-6:39 Ariosa Diagnostics v. Isis Innovation Limited, IPR , Paper 55, Order Conduct of Proceeding, Aug. 7, 2013 Corning Incorporated v. DSM IP Assets B.V., IPR , Paper 41 Order Conduct of the Proceedings, Video Recording, Aug. 23, of 5

5 Week 10 (October 24, 2016): Motions Readings: POL, 6:72-6:90 CRS Advanced Techs, Inc. v. Frontline Techs., Inc., CBM Order regarding Content of Motions List, Paper 31, Feb. 13, 2013 Nichia Corp. v. Emcore Corp., IPR , Order regarding Written Description Support for Substituted Claims, Paper 27, June 3, 2013 Idle Free Systems, Inc. v. Bergstrom, Inc., IPR , Paper 26 (Providing guidance on motions to amend), June 11, 2013 Int'l Flavors & Fragrances Inc. v. The United States of America, IPR , Paper 12 (Granting-in-part Motion to Amend), May 20, 2014 Corning Optical Communications RF, LLC v. PPC Broadband, Inc., IPR , Order on Motion to Amend Claims, Paper 19, October 30, 2014 MasterImage 3D, Inc. v. RealD Inc., IPR , Order re Motion to Amend, Paper 42, July 15, 2015 Week 11 (October 31, 2016): Settlement/Hearing/Final Decision/Reconsideration Readings: POL, 6:94-6:109 and 11:33-11:44 Macauto U.S.A. v. Bos GmbH & KG, IPR , Order regarding Settlement after Initiation, Paper 21, Feb. 4, 2013 Int'l Business Machines Corp. v. Financial Systems Tech Pty. Ltd., IPR , Order regarding Pre-Institution Settlement, Paper 7, Feb. 8, 2013 Blackberry Corporation and Blackberry Limited v. MobileMedia LLC, IPR , Decision on Termination with Respect to Petitioners, Paper 31, Dec. 11, 2013 Week 12 (November 7, 2016): Post-Grant Review Readings: POL, 7:1-7:32. Week 13 (November 14, 2016): Covered Business Method (CBM) Readings: POL, 9:1-9:32. Week 14 (November 21, 2016): Appeals/Pending Legislation Readings: TBD Week 15 (November 28, 2016): So You Want to Challenge a Patent? Final exam review Readings: Guide to Navigating the Process under the New PTO Rules Final Exam: December 10, 2016 at 12:00 PM _1.DOCX 5 of 5

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