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Session 2: Rock & Roll 

Law

PRESENTED BY

Jim Jesse

www.rockandrolllaw.com

Session 3: U.S. Patent Law: 

Recent Developments & 

Strategies

PRESENTED BY

C. Gregory Gramenopoulos, Finnegan (US)
Dr. Serge Shahinian, Lavery (CA)

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U.S. Patent Law Developments: 2025–2026

•

Pro-Patent “Reset” at USPTO/PTAB: 

New discretionary denial policies 

make post-grant PTAB challenges harder. New § 101 guidance for AI 

inventions and other developments support the USPTO’s role as the 

“Central Bank of Innovation.”

•

Federal Circuit Tightens Standards: 

Heightened scrutiny on written 

description and enablement requirements for genus claims and functional 

language, alongside greater appellate scrutiny of expert testimony and 

awarded damages (

EcoFactor v. Google

and others).

Overview

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U.S. Patent Law Developments: 2025–2026 (cont.)

•

Supreme Court Guidance:

Hikma v. Amarin

(2026) holds that induced 

infringement requires affirmative, purposeful conduct (not mere 

labeling/marketing), raising the pleading bar for patent owners and 

strengthening defenses for generics and others.

•

Patent Legislation Efforts: 

Includes the RESTORE Act (improves access to 

injunctive relief post-

eBay) 

and PERA (overhauls § 101 eligibility to restore 

patentability for software/AI and biotech/pharma inventions post-

Alice/Mayo

). 

There is bipartisan support of these bills, but 2026 passage is uncertain.

Overview

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USPTO Updates

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Remarks by Director John A. Squires 

at the 2025 AIPLA Annual Meeting

(31 October 2025)

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•

Director Squires is focused on efficiency and quality examinations 

at the 

USPTO — hiring, AI tools, prioritizing backlog reduction, better prior-art searches.

• These efforts are tied to innovation promotion — patents as investible “soft assets”

and the Office as the 

“

Central Bank of Innovation

.”

• On the PTAB side, 

a more active Director role 

is evident, including use of Director 

Review and steering institution decisions toward

more targeted

, 

high-quality 

proceedings

.

https://www.uspto.gov/about-us/news-updates/remarks-director-squires-2025-aipla-annual-meeting

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Unexamined UPR

Application Inventory

(May 2025-2026)

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USPTO Examination Metrics

First Office 

Action Pendency

Total Pendency 

(including RCEs)

https://www.uspto.gov/dashboard/patents/

Director Squires – USPTO Operations and AI

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“Two weeks ago, we launched our 

AI-assisted Automated Search Pilot, 

called ASAP!

so you get the prior art right now when it does the most 

good.”

“

With AI, there’s no excuse for missing prior art. 

Machines can surface it 

faster, broader, and smarter than ever before. That makes the trade cleaner, 

the issuance stronger, and the asset more investible.”

2025 AIPLA Annual Meeting

Washington, DC

31 October 2025

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Updates to USPTO Operations

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Patent Fraud Detection and Mitigation Working Group 

(launched 15 Apr. 2025) 

Goal = detect and mitigate threats to the patent system

• Identifying and reviewing potential misrepresentations to the USPTO 

(including false signatures)

• Addressing mistakes in fee certifications and assertions
• Monitoring suspicious filings
• Preventing non-practitioners from engaging in the unauthorized 

practice of law

• Receiving reports of potential threats to the patent system

Updates to USPTO Operations

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Patent Fraud Detection and Mitigation Working Group 

(launched 15 Apr. 2025) 

When appropriate, the Working 
Group “will use the 

administrative 

sanctions process

to address 

these misrepresentations.”

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What is the role AI?

v.

Innovator

Helper

AI & Patents: Inventorship

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AI & Patents: Inventorship (cont.)

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•

CAFC - “DABUS” case

:

AI cannot be named as an inventor 

because the 

Patent Act unambiguously requires an inventor to be a 

natural person

(i.e., a 

human being). 

Thaler v. Vidal 

(Fed. Cir. 2022).

•

USPTO - Nov. 2025 Memo

: Reaffirms that only natural persons (human 

beings) can be named as inventors. 

AI is a tool

(like software or lab 

equipment) and does not alter the core inventorship standard.

•

No 

Pannu

-factors test for AI

: The Nov. 2025 Memo also confirms that 

only 

a human can contribute to the conception of the invention

. 

Under U.S. 

law, conception is the formation in the inventor's mind of a definite, 

permanent, and operative idea of the complete invention

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Patent Eligibility under 35 U.S.C. § 101

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Step One

:  Is the claim “

directed to

” a

 

judicial 

exception

(abstract 

idea, law of nature, or natural phenomenon)?

•

No 

End of analysis; eligible subject matter

• Yes 

Move to Step Two

Step Two

:  Search for an 

inventive concept

• Does the claim recite 

something more

than a judicial exception?

•

Not conventional, well-understood, or routine

Alice Corp. v. CLS Bank

, 573 U.S. 208 (2014)

35 USC § 101: Updated USPTO Guidance 2024

New Federal Circuit decisions included in M.P.E.P.

•

Eligibility

found for technological improvements

(including use of particular hardware or data structures) 

•

Ineligibility

found when claims, e.g., merely recite data collection, 

analysis, and processing

New Examples 

• 47: Anomaly detection using neural networks
• 48: Speech recognition using deep neural networks
• 49: Administration of treatment using AI model

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USPTO Memo (Aug. 4, 2025) – § 101 Guidance for AI

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Issued by Deputy Commissioner Charles 

Kim of TC 2100, 2600, and 3600.

• Reinforces existing law: Applies stricter discipline 

for AI eligibility analysis.

• Supports Applicants: Encourages examiners to 

credit specific technical improvements

.

• Warns Against “Close Call” Rejections: Examiners 

should not make § 101 rejection if uncertain but 

only where it is "more likely than not“

(over 

50% probability) that a claim is ineligible.

https://www.uspto.gov/sites/default/files/documents/memo-101-20250804.pdf 

USPTO 

Ex parte Desjardins

(Appeal Rehearing Decision – Sept. 26, 2025)

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• Issued: 5 days after Director John A. Squires sworn in.

• Action: Vacated Board’s § 101 rejection and reinstated 

eligibility finding for an invention providing improvements  
to machine learning models. 

• Policy Signals:

- Warns against categorically excluding inventions.

-

Reinforces that

Enfish 

is the proper precedent          

to evaluate claims directed to improvements to the 
functioning of a computer or technical field.

“Panels should not evaluate AI claims at such a high 
level of generality that no technical improvement can 
ever be recognized.”

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Recent Federal Circuit § 101 Decision  

Recentive Analytics, Inc. v. Fox Corp . 

(Fed. Cir. 2025)

•

Background: 

Recentive Analytics asserted four AI/ML patents directed to 

generating network maps and schedules for television broadcasts and live 

events. Fox filed a motion to dismiss under § 101 – patent ineligibility.

•

Asserted Patents: 

U.S. Patent Nos. 10,911,811; 10,958,957; 11,386,367; 

and 11,537,960. The patents fall into two groups:

• “Machine Learning Training” (’367 and ’960 patents): directed to determining 

event schedules

• “Network Map” (’811 and ’957 patents): directed to generating network maps 

for broadcasters

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Recentive Analytics, Inc. 

(Fed. Cir. 2025) – cont.

•

Holding: The Federal Circuit affirmed the district court’s dismissal:

•

Alice

Step One

: The patents are directed to 

abstract ideas 

of “producing network maps 

and event schedules, respectively, using 

known generic mathematical techniques

”

•

Alice 

Step Two

: No inventive concept, as the patents merely apply “

broad, functionally 

described, well-known techniques

” using “only generic and conventional computing 

devices”

• “Patents that do 

no more than 

claim the application of 

generic machine learning 

to 

new data environments

, 

without disclosing improvements to the machine learning 

models  

to 

be applied, are patent ineligible under § 101.”

Take Away

:

Generic or conventional uses of AI/ML 

without more do not make a claimed invention 
eligible under § 101.

Recent Federal Circuit § 101 Decision  

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USPTO: When Eligibility Survives

• Reversals 

≈

 20% of cases (confirmed 17/83).

• Common attributes of surviving claims:

– Defined technical details (e.g., network architecture, data structure).
– Technological benefits (signal compression, sensor calibration).

Examples

: 

Ex parte Huang 

(image encoding matrix 

→

 efficiency gain)

Ex parte Chen 

(sensor latency calibration 

→

 physical effect)

Take Away:  

Recite AI/ML technical details and/or tie function to        

measurable or specific 

technological improvement

.

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PTAB Institution and

Invalidation Rates (pre-2025)

https://www.uspto.gov/sites/default/files/documents/ptab_aia_fy2024__roundup.pdf

FY20-FY24: 
Institution rates rose to 68%

PTAB Outcomes FY2024:
446 Final Written Decisions

70% - All Claims 
Unpatentable
15% - Mixed
15% - All Claims Survived

68%

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Director Squires – PTAB Institutions and 

Director Review

Authority for institution decisions under America Invents Act (AIA) 
shifted back to the Director of the United States Patent and 
Trademark Office.

“Under oath in my confirmation hearing before the Senate Judiciary 
Committee …I expressed discomfort that data seemed to be “skewed”         
in favor of certain provisions (namely IPRs over PGRs and a 

very high 

invalidation rate

). To me, this raised questions about both the 

administration of IPR proceedings and their institution in particular.”

Director Squires - Open Letter

Bringing the USPTO Back to the Future

17 October 2025

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Discretionary Denials

March 26, 2025 Acting Director Memo: Interim Process for PTAB 

Workload Management

- Created bifurcated process between: (i) 

discretionary considerations

and   

(ii) 

merits

and other non-discretionary statutory considerations.

- Discretionary denials based on 

Fintiv

, 

General Plastics

,

 Advanced Bionics

 and 

other factors: (1) 

prior adjudication 

of the validity of the claims, (2) 

change in 

law

or precedent, (3) 

strength of the petition

, (4) relance on expert testimony, 

(5) 

settled expectations 

of the parties, (6) compelling economic, public health, 

or national security interests, and (7) 

other considerations 

bearing on the 

Director’s discretion. 

www.uspto.gov/sites/default/files/documents/InterimProcesses-PTABWorkloadMgmt-20250326.pdf

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Discretionary Denials

PTAB:  New Bifurcated Review Procedure (March 26, 2025)

•

Separate briefing

by Patent Owner and Petitioner on discretionary review factors.

•

Director renders decision

after consultation with at least three PTAB judges.

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Impact of New Bifurcated Review at PTAB

• Recent PTAB changes have 

led to a 

significant rise in 

institution denials

, reflecting 

the stricter application of 

Fintiv

and related factors.

• In 

Q3 2025

, the PTAB  issued 

a record-high 254 
discretionary denials, a 

77.6% 

increase over the first half 
of the year 

and 

a 206% jump 

compared to all of 2024

.

Mar 26, 2025

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Discretionary Denial – How to avoid?

Case Example:  Material USPTO Error

In 

Anthony Inc. v. ControlTec, LLC

, the Acting Director referred both petitions to the 

Board after finding the petitioner showed persuasive 

evidence of a material USPTO 

error during prosecution

. Specifically, evidence that the examiner overlooked 

teachings of a prior art reference despite allowing both applications on the first action 
following a restriction and divisional filing. 

Although the patents (’181 and ’847) had been in force roughly 18 and 17 years and 
were expiring around the institution window, the Director held that reviewing the 
potential Office error is an appropriate use of resources and outweighed age-based 
“settled expectations” concerns on this record. 

Take Away

:  

Evidence of a material USPTO error can avoid a 

discretionary denial.

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Alternatives to PGRs/IPRs

Ex Parte

Reexaminations (EPRs)

• Due to the PTAB practice 

changes, 

patent challengers 

are seeking alternatives

, 

notably EPRs, which avoid 
discretionary review factors. 

•

EPR requests hit a Q3 2025 
record of 198

, with 425 in the 

first nine months putting 2025 
on pace to surpass 2024’s 
total of 437.

Mar 26, 2025

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35 USC § 112 Requirements

•

As part of 

quid pro quo

for receiving a patent, the application must 

meet several requirements:

•

Written description 

of the invention

•

Enable

the invention

•

Clearly claim

the invention

•

Sufficiency of the disclosure and claims is generally measured from 

the viewpoint of a person of ordinary skill in the art (POSITA)

• Level of skill will vary depending on technical field of the claimed 

invention

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•

PowerBlock Holdings, Inc. 

v. 

iFit, Inc.

(Fed. Cir. Aug. 11, 2025): 

Reversed 

invalidity ruling; clarified that mechanical-automation claims with 

functional elements 

can be eligible and sufficiently described

if they recite specific structure or 

improvements

, providing guidance for hybrid software-hardware inventions.

•

Duke University v. Sandoz Inc. 

(Fed. Cir. Nov. 18, 2025): 

Overturned $39M jury 

verdict; reinforced strict written description for genus claims with functional language 

(broad functional limitations without representative species or common 

structural features).

Applies by analogy to software genus claims.

•

Seagen Inc. v. Daiichi Sankyo 

(Fed. Cir. Dec. 2, 2025): 

Heightened disclosure 

requirements

for chemical/biological functional claims; signals parallel scrutiny for 

software methods claiming results without detailed algorithms or implementation.

Recent CAFC Cases on Written Description &

Enablement (2025–2026)

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•

Holding: 

The Federal Circuit affirmed dismissal of the infringement suit, ruling    

the software claims (

directed to result-oriented functional claiming for web 

conferencing or similar systems

) invalid under § 101 as abstract and lacking 

an inventive concept. The court emphasized that the claims used broad functional 

language without sufficient technological improvement or specific implementation 

details.

•

Key Takeaway on § 112 (Written Description/Enablement): 

While 

primarily a § 101 case, the opinion highlights ongoing scrutiny of 

functional 

claiming

. Broad functional limitations without adequate disclosure of how the 

function is achieved often 

fail to satisfy written description and enablement 

(cross-referencing stricter genus/functional claim standards from biotech cases 

like 

Duke v. Sandoz 

and 

Seagen

). The court noted 

the claims were “result-

oriented” and lacked the necessary specificity

.

US Patent No. 7,679,637 LLC v. Google LLC

(Fed. Cir. Jan. 22, 2026)

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•

Board reversal of both of the Examiner’s rejections. 

•

Technological Improvement (§101):

The Board emphasized that the claimed 

hybrid system enabled quantum computers to solve problems they previously 

could not handle due to hardware limitations (e.g., limited circuit depth and noise). 

This was deemed a 

"clear technological improvement"

.

•

Focus of the Invention:

The Board noted that the "additional elements" 

(controlling a plurality of qubits on a quantum computer) were the central focus of 

the invention, not just incidental data processing.

•

Written Description (§112):

The Board found that the original claims themselves, 

along with 

specific examples in the specification

, provided sufficient evidence 

that the inventor possessed the claimed "genus" of functions.

Ex parte Yudong Cao

(Appeal No. 2024-002159 – Feb. 13, 2025)

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•

Holding: 

The Federal Circuit 

vacated a $20M damages award, holding that 

the district court abused its discretion by admitting the expert testimony on a 

reasonable royalty — which was not 

rigorously tied 

to case facts 

with

proper apportionment

.

•

Key Takeaway: 

The expert’s per-unit royalty rate derived from 

lump-sum 

portfolio licenses 

lacked sufficient support

showing the rate reflected only 

the asserted patent’s value

.

Expert must provide reliable, non-speculative 

analysis

— mere reliance on broad licenses without adjustment is risky.

Expert Testimony & Damages

EcoFactor, Inc. v. Google LLC 

(Fed. Cir. 2025) 

(en banc)

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•

Rex Medical v. Intuitive Surgical

(Fed. Cir. 2025):

Affirmed exclusion of a 

damages expert’s testimony and reduction of a $10 million jury award to $1 

where the 

patentee failed to present admissible, apportioned evidence

. 

Reinforces strict requirements for reliable expert testimony

.

•

Ollnova Technologies v. ecobee

(Fed. Cir. June 4, 2026):

Criticized overly

simplistic jury verdict forms; highlighted the

need for clear, detailed verdicts 

to support damages awards

on appeal, showing increased willingness to

scrutinize procedural aspects of damages trials.

Other CAFC Cases on Expert Testimony &

Damages (2025–2026)

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Induced Infringement (35 U.S.C. § 271(b))

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•

Core Elements: 

Requires (1) direct infringement by a third party, (2) knowledge 

of the patent, and (3) 

active, affirmative steps 

to encourage or induce the 

infringement (not mere passive conduct).

•

Recent Supreme Court Guidance –

Hikma v. Amarin 

(2026): 

Unanimous 

ruling clarified that 

ambiguous statements or labeling 

(e.g., “

skinny labels

”) alone 

do not suffice; patentee must plausibly allege purposeful encouragement. Raises 

pleading bar and bolsters defenses, especially for generics and tech companies. 

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Induced Infringement (35 U.S.C. § 271(b))

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Hikma v. Amarin 

(2026)

•

Key Takeaways

•

Affirmative Conduct Required

: Induced infringement under § 271(b) requires 

active, 

purposeful steps to encourage direct infringement 

— mere ambiguity, passive 

statements, or labeling that could be read as encouragement is insufficient.

•

Pleading Standard Raised

: Patent owners must plausibly allege specific inducement in the 

complaint; speculation about how third parties (e.g., physicians) might interpret materials is 

not enough.

•

Practical Impact

•

Stronger Defenses

: Benefits generics, software/hardware makers, and others facing 

inducement claims based on marketing, instructions, or labels — makes such suits harder 

to survive dismissal.

•

Litigation Strategy:  

Patentees must gather stronger evidence; defendants should 

challenge pleadings early under 

Twombly

/

Iqbal

.

U.S. Patent Litigation: Patent Reform Bills

•

Current Landscape

• Proposed legislation to address issues such as injunctive relief, Section 101 

eligibility standards, and PTAB procedural issues.

• Uncertainty exists in view of midterms and other 2026 priorities.

•

Bills Reintroduced (2025); Bipartisan Support

•

RESTORE Patent Rights Act

: Aims to enhance enforcement by reinstating a 

presumption in favor of permanent injunctions.

•

Patent Eligibility Restoration Act (PERA)

: Seeks to define patent eligibility, 

offering greater certainty in areas like AI and software innovations.

•

PREVAIL Act

: Proposes PTAB procedural reforms, including new limits to curb 

abusive filings by challengers.

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•

Beware of “Due Care”

•

CA Patent Term Adjustment regime has begun

•

AI Inventorship

•

Subject Matter

• Dosage regimens
• Computer-implemented inventions

•

Novelty

• Incorporation by reference
• Device as prior art

•

Infringement

• By common design
• Design/development activities

Canadian Patent Update - overview

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•

Canada traditionally had abandonment/reinstatement “by right” 

system – missing a deadline results in abandonment; 

reinstatement possible by right (i.e., without reasons) within 1 

year of missed deadline.

•

Since October 30, 2019, this system no longer applies for 

missed deadlines in respect of:

• maintenance fees 

– due annually starting on 2

nd

anniversary of filing date

• requesting examination 

– due 4 years from filing date

•

Rather, a new “due care” standard is applied in such situations

•

Note: Abandonment/reinstatement “by right” system has been 

maintained for other deadlines (e.g., response to Office Action).

Due Care

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•

If MF not paid by due date, CIPO “missed payment” notice is sent.

•

Missed MF may be paid together with a late fee by later of:

• 2 months from date of notice
• 6 months from original MF deadline
(since notice typically issues quickly, consider 6 months as late payment window)

•

Missing the late payment deadline results in a different category of 

abandonment (with 1 year to reinstate) – reinstatement requires 

convincing CIPO that the failure occurred in spite of due care 

having been taken.

Due Care: Maintenance fee (MF)

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*Excerpt from CIPO materials

Due Care: Maintenance fee (MF)

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•

CA national phase application with missed maintenance fee; not paid 

within late payment period resulting in abandonment requiring a 

showing of due care for reinstatement

•

CIPO rejected request for reinstatement – “due care” not established

•

Judicial review of CIPO’s decision was first overturned by Federal 

Court (FC)

•

CIPO appealed to Federal Court of Appeal (FCA); FCA set aside FC 

decision thus restoring CIPO’s refusal

Due Care: Matco Tools Corp v. Canada

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•

Maintenance fees (MFs) paid by a third-party annuity service

•

MFs outside of mandate of CA agents and Applicant’s local (US) patent 

firm based on applicant’s instructions

•

CA agent had no contact with applicant; correspondence with local firm

•

Applicant switched annuity service providers – data migration error 

resulted in missing MF payment; CA and US firms unaware of data 

migration

•

CA agent forwarded “late payment” notice to US firm, who did not 

forward the notice to applicant in view of standing instructions to not act 

in respect of MFs

•

Late payment deadline was missed, resulting in abandonment and 

attempted reinstatement under due care standard 

Due Care: Matco Tools Corp v. Canada

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•

Data migration error not relevant, because it caused missing the original 

MF deadline, not the late payment deadline resulting in abandonment

•

Due care must be shown by all parties involved

•

Standing instructions to not act on MFs insufficient – late payment notice 

should have been forwarded to applicant 

•

Take home messages:

• In realistic terms, consider the late-payment (6-month) deadline the last opportunity to 

pay the MF

• Forward all communications to applicant
• Ensure that correspondence information and instructions are up to date

Due Care: Matco Tools Corp v. Canada

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•

To qualify for a PTA, a patent must meet the following criteria:

• Have a filing date (PCT filing date for a CA national phase case) on or after Dec. 1, 2020;
• Have an issue date on or after Dec. 2, 2025;
• Pass the “5/3 threshold” – see below.

•

PTA calculation: The “5/3 threshold” – additional days to patent issuance 

beyond the later of:

• 5 years from the CA NP entry date for a PCT-based case, the Canadian filing date for a 

non-PCT case, or the “presentation date” of a divisional application; or

• 3 years from date of requesting examination.

•

Not automatic – you need to ask for it

• request must be filed together with a fee (currently C$2,567.50) within three months of 

patent issuance

• If granted, additional maintenance fees required for each additional year of term

CA Patent Term Adjustment (PTA) system

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•

Computer scientist Stephen Thaler developed AI system “Device for 

the Autonomous Bootstrapping of Unified Sentience” (DABUS)

•

Thaler filed patent applications naming DABUS as the sole inventor 

and himself as the Applicant/Owner 

•

Patent Appeal Board (June 2025) concluded that only humans can 

be inventors

•

Decision consistent with multiple jurisdictions (US, UK, EP, ZA, AU)

Inventorship

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•

Pharmascience Inc. v. Janssen Inc.

•

Appeal of Federal Court of Appeal (FCA) decision currently before 

Supreme Court

•

Issue: Is the patent directed to an unpatentable method of medical 

treatment?

•

Later-gen pharma inventions often relate to how the drug is used, e.g., 

dosage and schedule/timing of administration

•

Historically, fixed values are generally considered to be patentable, 

whereas variable values (ranges) are sometimes considered to require 

professional skill and are thus unpatentable – each case turns on its facts

Subject matter: Dosage regimen

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Use of a dosage form of paliperidone as paliperidone palmitate formulated as a depot formulation of an aqueous nanoparticle

suspension for administration by intramuscular injection for treating a psychiatric patient in need of treatment for schizophrenia,

schizoaffective disorder, or schizophreniform disorder, wherein the dosage form comprises:

a) a first loading dose comprising about 150 mg-eq. of the depot formulation of paliperidone as paliperidone palmitate

adapted for intramuscular administration into a deltoid muscle of the psychiatric patient on a first day of treatment;

b) a second loading dose comprising about 100 mg-eq. of the depot formulation of paliperidone as paliperidone

palmitate in a dosage form adapted for intramuscular administration into a deltoid muscle of the psychiatric patient one week ± 2

days after the first loading dose; and

c) a maintenance dose comprising about 75 mg-eq. of the depot formulation of paliperidone as paliperidone palmitate

adapted for intramuscular administration into a deltoid or a gluteal muscle of the psychiatric patient according to a continuous

schedule having a monthly ± 7 days dosing interval after the second loading dose.

Subject matter: 

Janssen v. Pharmascience

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•

Hearing was on Oct. 5, 2025; expect SCC decision in 2026

•

Principles discussed in FCA decision:

• “The question of patentable subject matter does not necessarily turn simply on 

whether the claim in question is limited to a fixed dosage and schedule. Rather, the 

proper question is whether professional skill and judgment would be required in 

using the patented invention. Though a fixed dosage and schedule may be a good 

indication that no such skill and judgment would be required, evidence may 

indicate otherwise.”

• Focus is not on whether to use the claimed invention, but rather on how to use the 

claimed invention. If the latter does not involve professional skill, the claim is 

patentable.

•

Stay tuned!

Subject matter: 

Janssen v. Pharmascience

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Dusome v. Canada

•

Appeal to Federal Court of rejection by Patent Appeal Board (PAB)

•

Method of playing a wagering poker game; includes claims directed to 

playing with physical cards and others directed to playing on a computer

•

PAB ignored physical components of claims (cards, computer) and decided 

that the “actual invention” was the rules to play the game, therefore the 

“actual invention” does not have a physical component or effect

Subject matter: Computer-implemented invention

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Latest in a series of such subject matter cases:

•

Amazon

: No general exclusion for business methods; purposive 

construction required; subject matter must have  “physical existence or 

manifest a discernible effect or change”

•

Choueifaty

: Problem-solution approach cannot be used to determine 

essential elements of claim.

•

Benjamin Moore

: FC determined that CIPO erred in its determination; on 

appeal FCA struck down 3-part test of FC and sent case back to CIPO for 

redetermination (they were once again rejected and not appealed)

Subject matter: Computer-implemented invention

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•

CIPO erred by not using purposive construction

•

CIPO’s erred by using their “actual invention” approach previously rejected 

by the FCA, in which only new knowledge is considered as part of the 

“actual invention”

•

In identifying the “actual invention”, CIPO stripped away the physical 

cards/computer components, leaving only the rules and the algorithm

•

CIPO applied the wrong test for a patentable art, instead of asking whether 

the claims add new knowledge with a result having commercial value

•

Sent back to CIPO for reconsideration; FC decision not appealed

•

Still in PAB proceedings; continues to be rejected

Subject matter: 

Dusome v. Canada

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Alexion Pharmaceuticals v. Amgen Canada

•

Patent claim directed to an antibody

•

US ‘972 cited for novelty – contains some but not all sequences of claimed 

antibody – missing portion of sequences found in US ‘245, incorporated by 

reference into US ‘972

•

Alexion argued that “mosaic” of multiple references not permitted for 

novelty

•

Amgen argued that based on incorporation by reference, US ‘245 is part of 

US’972 and that skilled person could reconstruct the claimed antibody

Novelty

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•

General principle is that all necessary information must be in a single prior  

publication

•

Must be clear direction to lead skilled person to invention without chance for 

error

•

Court determined that incorporation by reference did not provide clear 

direction, rather, was more of a complex reverse engineering exercise

•

Thus, combination of multiple documents and reverse engineering did not 

meet the standard for anticipation

•

Interestingly, combination of ‘972 and ‘245 also insufficient to establish 

obviousness – court found that skilled person would not have combined refs 

without some creativity and hindsight

Novelty

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AGI Suretrack, LLC v. Farmers Edge Inc. (FCA)

•

AGI patent relates to devices and computer systems to collect and process 

agricultural data from agricultural equipment (e.g., seeders, etc.)

•

GreenStar 3 system was the cited prior art

•

FC relied on GreenStar 3’s user manual, advertising brochures, ISOBUS manual, 

etc. for a finding of anticipation

•

AGI argues that referring to multiple documents was an improper mosaic of prior art

•

Court disagreed, and concluded that the documents are not the prior art, rather, the 

GreenStar device is, the documents were used to obtain a description of the 

functions and properties of the single anticipatory device, the GreenStar 3

Novelty

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•

Adeia Guides Inc. v. Videotron Ltd.

•

Videotron delivers IPTV services in Canada using architecture from Comcast and 

Brightcove

•

Adeia argued that Videotron was orchestrating infringement

•

Videotron argued that some steps of patented method occurred outside Canada 

and no principle of infringement by common design

•

Court determined that Videotron is liable for infringement by common design with 

Comcast, because of their agreement to deliver IPTV services using Comcast’s 

XFINITY X1 platform – i.e., subcontracting part of infringement to Comcast

•

No similar infringement by common design with Brightcove – lack of evidence for a 

similar contractual agreement

Infringement based on common design

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ProSlide Technology Inc. v. WhiteWater West Industries, Ltd. 

(FCA)

•

Major competitors in waterslides

•

Lower court found PS’s patents to not be infringed

•

PS argued that virtually all of WW’s design and development activities took 

place in Canada. However, no physical manufacturing in Canada

•

Lower court: “Where a patent claims a physical object, the patentee’s 

exclusive rights … to ‘use’ the invention extend only to that object. They do 

not also include the use of conceptual designs or drawings of that object.”

•

PS argued for a broad interpretation of “making” the invention

•

FCA disagreed and noted that generating designs/drawings is not “making” 

the invention – further noting that the proposed broad interpretation would 

be problematic as it would introduce uncertainty in determining infringement

Infringement: design activities insufficient

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•

Beware of “Due Care”

• Diligent and up-to-date correspondence

•

CA Patent Term Adjustment regime has begun

• In practical terms, not really a game-changer and will likely be rare

•

AI Inventorship

• CIPO aligns with other jurisdictions

•

Subject Matter

• Dosage regimens: Hopefully, recognizing such innovation as patentable will continue

• Computer-implemented inventions: New guidelines, same old approach. Improving operation of 

computer and more specific (rather than generic) physical components are helpful.

•

Novelty

• Nuances where different components can be considered together

•

Infringement

• Clear contractual collaboration can be cross-border

• Absence of physical product cannot infringe claim to a product

Canadian Patent Update - summary

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Serge Shahinian

Lavery

[email protected]

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