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1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Page 1: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

1

Pre-Conference Session -

Master Class

PTAB Bar Association Conference

Wednesday, March 13, 2019

Page 2: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

2

Master Class - Panel 1

On Your Mark: Petitioner Strategy

Page 3: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

3

Panel 1 On Your Mark: Petitioner Strategy

Getting Started: Grappling with the Discretion

of 314(a) & 325(d)

Page 4: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

4

Poll Question #1: All things being equal, would you rather

file a joint petition with a co-defendant, or file your own

petition two months after the co-defendant files a

petition?

POLL

OPEN

1 a. File jointly0%

2 b. File separately0%

Page 5: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

5

Panel 1 On Your Mark: Petitioner Strategy

Proving Public Accessibility of Prior Art

Page 6: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

6

Poll Question #2: Has the Board’s handling of non-patent

literature prior art kept you from filing a petition or from using

non-patent literature in a petition?

POLL

OPEN

1 a. Yes0%

2 b. No0%

Page 7: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

7

Panel 1 On Your Mark: Petitioner Strategy

Impact of SAS Institute on Petitioner Strategy

Page 8: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

8

Panel 1 On Your Mark: Petitioner Strategy

Impact of Phillips on Claim Construction Strategy in Petitions

Page 9: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

9

Panel 1 On Your Mark: Petitioner Strategy

Addressing Real Party-in-Interest Issuesat the Petition Stage

Page 10: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

10

Poll Question #3: If, as Petitioner, you anticipate Patent

Owner raising RPI issues in the POPR, do you proactively

include evidence and/or argument in the Petition addressing

the issue?

POLL

OPEN

1 a. Yes, I would include declaration testimony.0%

2 b. Yes, but I would only include argument without evidence.0%

3 c. No, I would wait until after Patent Owner raises the issue.0%

Page 11: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

11

Master Class - Panel 2

Set the Pace: Patent Owner Defense

Strategy

Page 12: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Panel 2 Set the Pace: Patent Owner Defense Strategy

Using RPI as a Defense Strategy

Page 13: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

13

Panel 2 Set the Pace: Patent Owner Defense Strategy

Preliminary Responses

Page 14: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

14

Poll Question #4: Does the SAS Institute all-or-nothing

institution requirement most benefit the Petitioner or the

Patent Owner?

POLL

OPEN

1 a. Petitioner0%

2 b. Patent Owner0%

Page 15: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Panel 2 Set the Pace: Patent Owner Defense Strategy

Impact of Phillips Claim Construction on Patent Owner Strategy

Page 16: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

16

Poll Question #5: Do you think district courts will pay more

attention to PTAB claim construction in light of the change to

the Phillips standard?

POLL

OPEN

1 a. Yes, I've seen it0%

2 b. Yes, but I have not seen it yet0%

3 c. No, I don't think there will be much difference0%

Page 17: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

17

Master Class - Panel 3

The Bell Lap: Trial Strategy

Page 18: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Panel 3 The Bell Lap: Trial Strategy

Depositions

Page 19: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Panel 3 The Bell Lap: Trial Strategy

Claim Amendment Pilot Program

Page 20: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Poll Question #6: If you were given the opportunity to opt out

of the pilot program in favor of filing a motion to amend under

the original program, would you do so?

POLL

OPEN

1 a. Yes0%

2 b. No0%

Page 21: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

21

Panel 3 The Bell Lap: Trial Strategy

Patent Owner Sur-Reply

Page 22: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

22

Poll Question #7: Do you expect the guarantee of a sur-reply

to result in more final decisions favorable to Patent Owner?

POLL

OPEN

1 a. Yes0%

2 b. No0%

Page 23: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

23

Panel 3 The Bell Lap: Trial Strategy

Oral Hearing

Page 24: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

24

Poll Question #8: Should the Board decide all motions to

exclude at a pre-hearing conference?

POLL

OPEN

1 a. Yes, it would simplify the oral hearing0%

2 b. No, I would like the opportunity to present arguments at

the hearing0%

Page 25: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Panel 3 The Bell Lap: Trial Strategy

Motion Practice

Page 26: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Panel 3 The Bell Lap: Trial Strategy

Rehearing

Page 27: Pre-Conference Session - Master Class · 1 Pre-Conference Session - Master Class PTAB Bar Association Conference Wednesday, March 13, 2019

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Poll Question #9: After an adverse Final Written Decision,

how likely are you to seek rehearing?

POLL

OPEN

1 a. Never0%

2 b. Only on a glaring mistake of law or fact0%

3 c. Always, I have nothing to lose0%