Sanctions Result in Summary Judgment of No Invalidity; No Liability for Letters Sent to Defendants' Customers

     A year ago, West Chester, OH-based Contech Stormwater Solutions sued Mount Airy, MD-based BaySaver Technologies, Inc. and AccuBid Excavation, Inc., for allegedly infringing its U.S. Patents Nos. 5,707,527 and 6,027,639 (see related post here). After finding in favor of defendants on the question of liability, the U.S. District Court for the District of Maryland considered defendants’ business tort, and patent invalidity and unenforceability counterclaims in connection with the parties’ summary judgment motions.

Rule 37(c)(1) Sanctions

     At the outset, the court limited defendants’ use of certain evidence as a sanction under Rule 37(c)(1), “because [defendants] failed timely to disclose prior art or the underlying basis for their invalidity claims, and because they failed to demonstrate causation and damages on their business tort claims.” In particular, the court found that,

"[Defendants] did not provide a claim chart or any reasoned analysis showing where in the prior art each element of each allegedly invalid claim is located. Defendants merely attached alleged prior art references to their Opposition without any explanation of why any claim of the asserted patents is invalid over the referenced prior art. Without more, [defendants] have quite simply failed to produce specific facts showing that there is a genuine issue for trial, especially under a clear and convincing standard."

     Without evidence to support the counterclaims, the court granted plaintiff’s summary judgment motion.

Inequitable Conduct

     The sole basis of defendants’ inequitable conduct counterclaim, the court found, was a "brief segment of testimony taken from a deposition that, as offered by the defendants, allegedly raised a disclosure issue concerning U.S. Patent No. 4,643,836 (“the ‘836 patent’”)," which was never disclosed to the PTO. The testimony, the court concluded, “revealed nothing about the materiality of the ‘836 patent and fails to raise even an inference of an intent to deceive or relevance or mislead the USPTO.” The court found that the ‘836 patent had in fact been indirectly disclosed on a brochure cited to the PTO. Moreover, the court found that defendants “made no showing that the ‘836 patent was even material to the prosecution of the ‘527 and ‘639 patents.” Accordingly, Plaintiff’s summary judgment motion on the inequitable conduct counterclaim was granted.

Letters to Defendants’ Customers and Regulators

    Defendants’ state law counterclaims, which included allegations of defamation, were based on a letter sent by Contech in February 2007 to a select group of potential customers and regulators notifying them of Contech’s infringement claim against the accused BaySaver product. The court noted that Defendants’ allegations were based on a belief that “the letter was not intended to be informative, but rather was filed for the sole purpose of harassing the defendants and disrupting their business dealings.” In its memorandum, the court wrote,

"[F]ollowing discovery, there is some evidence that Contech sent its letters in a targeted manner to BaySaver’s prospective clients with the intent of disrupting potential business dealings. While some of this conduct may cross the line between fair competition and subjective bad faith, Contech is still entitled to summary judgment on the tort counterclaims for two reasons: (1) [Defendants] have failed to provide evidence that Contech’s underlying suit was objectively baseless, and (2) [Defendants] failed to provide sufficient evidence of causation and damages, at least until well after the close of discovery."

     The court found that the underlying content of Contech’s February letter did not appear to be untruthful or as inflammatory or threatening as other infringement notice letters held to be protected under federal law. “Communication of accurate information about patent rights, whether by direct notice to potential infringers or by publicity release, does not support a finding of bad faith,” the court found (citing cases).

Comments/Notes:

  • Citation: Contech Stormwater Solutions, Inc. v. BaySaver Technologies, Inc. and AccuBid Excavation, Inc., No. 07 Civ. 358 (D. Md. Jan. 15. 2008)

  • It is not clear if the outcome of this case would have been different had the late evidence offered by defendants not been excluded by the Judge as a sanction. Unfortunately for defendants, a decision to exclude is within the discretion of the court, and will be overturned only if there is a finding of an abuse of discretion.

Patent Reform Act of 2007 - Update (Part 8)

Summary:  Patent Reform Act of 2007 would require courts to forward the identify of registered patent practitioners to the Patent Office if practitioners' conduct is linked to an act of inequitable conduct.


     It's not everyday that patent agents and attorneys registered to practice before the U.S. Patent & Trademark Office are found to have committed inequitable conduct by a court of law, despite the fact that inequitable conduct is "indiscriminately pled in nearly every case" as a defense to patent infringement (AIPLA Reports 2007). Nevertheless, patent reformers in Congress have proposed new provisions to the Patent Act, as shown below, which require the Patent Office to consider "appropriate disciplinary action" under 35 U.S.C. § 32 where inequitable conduct is attributed to a registered patent attorney:

"ATTORNEY MISCONDUCT- Upon a finding of inequitable conduct, if there is evidence that the conduct is attributable to a person or persons authorized to practice before the Office, the court shall refer the matter to the Office for appropriate disciplinary action under section 32, and shall order the parties to preserve and make available to the Office any materials that may be relevant to the determination under section 32."

That excerpt is from Section 12 of the Patent Reform Act of 2007, H.R. 1908.

     In case you're a patent practitioner and haven't read section 32 since your patent bar exam days, it says:

"The Director may, after notice and opportunity for a hearing, suspend or exclude, either generally or in any particular case, from further practice before the Patent and Trademark Office, any person, agent, or attorney shown to be incompetent or disreputable, or guilty of gross misconduct, or who does not comply with the regulations established under section 2(b)(2)(D) of this title, or who shall, by word, circular, letter, or advertising, with intent to defraud in any manner, deceive, mislead, or threaten any applicant or prospective applicant, or other person having immediate or prospective business before the Office."

     Interestingly, the new provision is coupled to other provisions under the Patent Reform Act of 2007 that would ostensibly make it harder for courts to reach an evidentiary finding of inequitable conduct in the first place:

"To prove a person with a duty of disclosure to the Office intended to mislead or deceive the examiner under paragraph (1), specific facts beyond materiality of the information misrepresented or not disclosed must be proven that establish the intent of the person to mislead or deceive the examiner by the actions of the person. Facts support an intent to mislead or deceive if they show circumstances that indicate conscious or deliberate behavior on the part of the person to not disclose material information or to submit false material information in order to mislead or deceive the examiner."  

     Thus, the presumption of a threshold level of intent may not be available under the new Act even if it is found that the non-disclosed or misleading information is highly material. In other words, regardless of the materiality of non-disclosed or misleading information, the evidence must still establish "conscious and deliverate behavior" on the part of the actor.

Comments:

  • If the inequitable conduct provisions in the Patent Reform Act of 2007 are aimed at quelling accusations of inequitable conduct during patent litigation, one has to wonder how the "Attorney Misconduct" provision will help. The problem is with over-eager litigators who perceive every submission, statement, and undisclosed prior art as an act of fraud on the patent office.

  • Correct me if I'm wrong, but doesn't the PTO's Office of Enrollment and Discipline (OED) already perform the kind of disciplinary review described above, at least informally (see OED website here).  No need to codify something that appears to work.

  • Why is the new Section 12 entitled "Attorney Misconduct," when the language encompasses patent agents ("...a person or persons authorized to practice before the Office...")? Which is it?

  • As an aside, click here for a post at Patently-O about Section 32 and the new "claims and continuations" rule.