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  • PTAB · Jun 29, 2026 · IPR2025-00246 · APJ Cynthia M Hardman · IPR · Final written decision

    Claims 15–29 are unpatentable as obvious over the asserted combinations; the contingent motion to amend claims 30–41 is denied for lack of written-description support.

    RulingsFinal written decision
    • PTAB / AIA Trials › Real party in interest / privityRpi dispute resolved for petitionerDecided for petitioner

      “Patent Owner filed an authorized Motion to Terminate, alleging that Petitioner failed to name its corporate parent, ResMed Inc., as a real party in interest. Paper 39. Petitioner filed an opposition. Paper 42. Patent Owner filed a reply. Paper 43. We denied the Motion to Terminate. Paper 51.” slip op. at 3

    • Skill levelSkill level board ownOther

      “understanding of a person of ordinary skill in the art at the time the invention was made.10 See Graham, 383 U.S. at 17–18. The parties agree that a person of ordinary skill in the art (sometimes referred to herein as “POSITA”) would have had: at least a bachelor’s degree in mechanical engineering, electrical engineering, computer science, biomedical engineering, or a similar technical field, with at least two years of relevant product design experience working with diagnostic sensor systems and network data systems, such as networked PAP machines. Additional experience could substitute for less education, and additional education could likewise substitute for less experience. Pet. 3–4 (citing Ex. 1003 (Kirkness Decl.) ¶ 44); PO Resp. 4. 9 Patent Owner does not assert any objective indicia of nonobviousness. See generally PO Resp. 10 For purposes of this Decision, we apply a priority date of November 4, 2005. See supra n.4. Because the proposed level of ordinary skill in the art is consistent with the cited prior art and is undisputed on this record, we adopt it for purposes of this Decision. See Okajima v. Bourdeau, 261 F.3d 1350, 1355 (Fed. Cir. 2001) (indicating that the prior art itself may reflect an appropriate skill level).” slip op. at 9

    • Claim Construction › Threshold & procedure › Whether a term needs construction (O2 Micro)No construction neededOther

      “Patent Owner does not persuade us to construe the term as “a value [or calculated value] that indicates how dire a patient’s symptoms are.” Patent Owner points to nothing in the intrinsic record that purportedly supports this construction, and we agree with Petitioner that “the patent specification’s disclosures regarding determining a level of symptom severity are broad, establishing that it can generally be derived from any sensor data and/or breathing events.” Pet. Reply 3–4; see also Ex. 1001, 3:44–46 (“Signals from the[] sensors are then analyzed to determine the level of severity of the symptoms of the subject’s sleep disorder.”). Patent Owner relies only on expert declarations to support its construction. But as indicated by the Federal Circuit, extrinsic evidence is “less significant than the intrinsic record in determining ‘the legally operative meaning of claim language.’” Phillips v. AWH Corp., 415 F.3d 1303, 1317 (Fed. Cir. 2005). This is especially applicable here, where neither Dr. D’Ambrosio’s nor Dr. Schwartz’s declaration was prepared for this proceeding, and neither declarant was subject to cross examination on their opinions. Moreover, neither of the declarants was opining on claim construction; rather, they were addressing indefiniteness and/or written description issues. See Ex. 1058 at 7 (heading addressing definiteness); Ex. 2026 at 18 (heading addressing written description). Further, Dr. Schwartz appears to have been making an argument about certain patent claims (not the challenged ’333 patent) based on Patent Owner’s own statements made during prosecution of a separate patent application. See Ex. 2026 ¶ 47 (“[T]he similar term used in the ’284 patent claims (‘data of severity of sleep disorder symptoms’) does not find written description support in the specification by a disclosure of the same statistics disclosed in Wright, because CleveMed argued those statistics are not related to severity of sleep disorder symptoms.” (emphasis added)). Patent Owner has not persuaded us that Dr. Schwartz’s testimony has direct applicability to the claim term at issue here. Dr. Borkholder’s testimony is likewise unpersuasive. Aside from citing Dr. D’Ambrosio’s and Dr. Schwartz’s declarations, Dr. Borkholder cites Exhibits 2027 and 2016. These exhibits discuss indices such as AHI and RDI that are used to assess the severity of a patient’s symptoms, but Patent Owner has not adequately explained how they bear on construction of the claim term at issue here, which is not addressed in these exhibits. Ex. 2022 ¶¶ 32–33. Accordingly, we accord Dr. Borkholder’s claim construction opinions little weight, because they are unsupported by reference to objective, corroborating evidence of record. See, e.g., Ashland Oil, Inc. v. Delta Resins & Refractories, Inc., 776 F.2d 281, 294 (Fed. Cir. 1985) (“Lack of factual support for expert opinion going to factual determinations . . . may render the testimony of little probative value in a validity determination.”); Xerox Corp. v. Bytemark, IPR2022-00624, Paper 9, 15 (PTAB 2023) (precedential) (explaining that declaration testimony that “is conclusory and unsupported” and which “adds little to the conclusory assertion for which it is offered to support . . . is entitled to little weight”).” slip op. at 23

    • Obviousness (§103) › Graham factors (scope of art, differences, level of skill)UnpatentableUnpatentable

      “We find that Petitioner has the better argument. Tidal volume refers to “the volume of air that is inspired or expired during a respiratory cycle.” Ex. 2028, 13–14; PO Resp. 10. “[H]ypopnea events are defined as a reduction of ≥50 % or 74 % in tidal volume from baseline and apnea events as absence of tidal volume for at least 10s.” Ex. 2028, 13–14 (emphasis omitted). Toge teaches that a control unit analyzes collected data (e.g., the flow rate) and calculates tidal volume. Ex. 1044 (Toge) ¶¶ 34–38. The calculated tidal volume is “a quantified level of severity data based on the subject’s sleep apnea symptoms during the therapy” because it represents, e.g., the “level of airway obstruction the patient experiences during the sleep apnea treatment using the PAP device.” Pet. 15. As Dr. Chatterjee explains: Toge discloses that tidal volume Fp is a quantified level of data because Toge discloses that Fp is monitored with respect to threshold values (id., [0051]) and because Fp is a function of Ft, Fa, and Fb, which are quantitative values. Toge discloses that tidal volume Fp is severity data because Toge discloses that tidal volume is indicative of whether the patient’s breathing warrants “emergency measures” (id., [0039]) and whether to “send an alert” in “an emergency where the patient’s breathing has drastically weakened” (id., [0055]). . . . . Because Toge discloses determining tidal volume (determine a quantified level of severity data) based on Ft, Fa, and Fb (id., [0035]), which corresponds to the subject’s condition (subject’s sleep apnea symptoms) while using the device (during the therapy) (id., [0036], [0037]), Toge discloses determin[ing] a quantified level of severity data based on the subject’s sleep apnea symptoms during the therapy. Ex. 1005 (Chatterjee Decl.) ¶¶ 122–125. Patent Owner’s attempt to dismiss tidal volume as a mere “breathing metric” is unavailing. First, Petitioner correctly “notes that in the paragraph PO cites to in Dr. Schwartz’s declaration, he indicates that breathing metrics are a level of severity data.” Pet. Reply 8 (citing Ex. 2026 ¶ 46 (“standard sleep disordered breathing metrics” [ ] were well validated indicators of the type and severity of sleep disordered breathing”)). Second, Dr. Kirkness explains that tidal volume represents the level of airway obstruction, e.g., apnea “is the most severe form of reduction in airflow [and] the absence of airflow results in quantified tidal volume of zero milliliters per breath.” Ex. 1003 (Kirkness Decl.) ¶¶ 157, 159; see also PO Resp. 10–11 (Patent Owner recognizing that an apnea is defined as absence of tidal volume for at least 10 seconds). The calculated tidal volume thus indicates severity because it is used to adjust the PAP system, e.g., in the case of decreasing tidal volume, a medical professional can change the airflow settings “to counter/treat the more severe level of airway obstruction observed from the decreasing tidal volume.” Ex. 1003 (Kirkness Decl.) ¶ 158; Pet. 15–16; Ex. 1044 (Toge) ¶ 39.” slip op. at 26

    Patent outcomesUS 11,857,333 unpatentable
    Claim construction§ 103 obviousnesscites KSR · Graham
    Patents in suitUS 11,857,333
  • PTAB · Jan 27, 2026 · PGR2024-00040 · APJ James A Tartal · PGR · Final written decision

    Claims 1–3, 5–7, 10, 12, 14, 16, and 17 are unpatentable under § 103, including over Llop ’126 and Sichuan, and over Llop ’126, Sichuan, and Scherer for claims 5, 6, and 12.

    RulingsFinal written decision
    • Skill levelSkill level petitioner adoptedDecided for patent owner

      “B. Level of Ordinary Skill in the Art Petitioner contends that a person of ordinary skill in the art as of the earliest priority date of the ’209 patent “would at least have had a doctoral degree in dentistry and at least three to four years of experience working with guided dental surgery for installing dental implants and prostheses.” Pet. 13 (citing Ex. 1003 ¶ 49). Patent Owner agrees with Petitioner’s proposed definition of a person of ordinary skill in the art. Resp. 4. Based on our review of the record before us, we adopt Petitioner’s uncontested definition of a person of ordinary skill in the art, because it is supported by the evidence of record and consistent with the disclosure in the ’209 patent and in the asserted prior art.” slip op. at 11

    • Claim Construction › Threshold & procedure › Whether a term needs construction (O2 Micro)No construction neededNot reached

      “1. “drill guide” and “fixation base” Petitioner contends that the claim terms “drill guide” and “fixation base” require construction “to resolve certain of the unpatentability grounds presented.” Pet. 13–14. In particular, Petitioner proposes that “drill guide” means “drill guide made from metal or metallic alloy without traditional plastic or acrylic,” and that “fixation base” means “fixation base made from metal, metallic alloy or other strong material without traditional plastic or acrylic.” Id. According to Petitioner, the Specification “teaches that the composition of the drill guide is ‘a metal or metallic alloy,’” and provides no other alternatives. Id. at 14 (citing Ex. 1001, 5:35–36). Petitioner similarly alleges that “fixation base” is described as “being fabricated from a metal, metal alloy, or other strong material,” and that “traditional plastic or acrylic” is excluded in light of disclosures in a provisional application. Id. at 21–24. According to Petitioner, its proposed constructions should be adopted “based on disclaimer of claim scope in the provisional application incorporated into the [’209] patent specification.” Id. at 14–24. Patent Owner contends that we need not address the constructions proposed by Petitioner because the issues addressed by Petitioner’s proposed constructions only concern allegations of unpatentability directed to claims 11 and 13, which Patent Owner disclaimed. Resp. 4–5; Disclaimer 1. In Reply, Petitioner argues that its proposed constructions are relevant to Patent Owner’s evidence of objective indicia of non-obviousness, including the alleged nexus. Reply 18–19 n.3. In light of our analysis below, because no determination in this Decision turns on whether we adopt Petitioner’s proposed constructions of “drill guide” and “fixation base,” we find that no express construction of these terms is required. See Realtime Data, LLC v. Iancu, 912 F.3d 1368, 1375 (Fed. Cir. 2019) (“The Board is required to construe ‘only those terms . . . that are in controversy, and only to the extent necessary to resolve the controversy.’”) (quoting Vivid Techs., Inc. v. Am. Sci. & Eng’g, Inc., 200 F.3d 795, 803 (Fed. Cir. 1999)).” slip op. at 12

    • Claim Construction › Intrinsic evidence (Phillips canons) › Plain and ordinary meaning to a POSITAPlain and ordinary meaningDecided for petitioner

      “substitution of the word ‘enclose’ for the term ‘surround.’” Sur-reply 6. We noted in the Institution Decision that “construing the claim term ‘surround’ to mean ‘enclose’ does not further inform or clarify to a person of ordinary skill in the art what is encompassed by the claim limitation.” Dec. 15. We reach the same conclusion here on the full record and find no basis to rewrite the Challenged Claims to replace “surround” with “enclose.” To the extent Patent Owner can be understood to suggest that we import additional limitations into the claims based on the exemplary figures in the ’209 patent, we decline to do so. Regardless, given the recognition by the Parties that “surround” and “enclose” are synonymous, our determinations in this Decision would have been the same had we adopted Patent Owner’s proposed definition of “surround” to mean “enclose.” Further, with regard to the claim language “configured and dimensioned to surround at least a portion of the teeth of the patient,” Patent Owner proposes construing “a portion of the teeth” as “at least some teeth.” Resp. 9 (citing Ex. 2007 ¶ 44). Patent Owner, however, offers no sufficient explanation in its Response to explain how why a “portion of the teeth” means “at least some teeth.” The Specification does not provide an explicit definition of “a portion of the teeth” and does not suggest an intention to use a meaning of the term “a portion of the teeth” that is particular to the ’209 patent. To the extent Patent Owner can be understood to imply that we should import additional limitations into the Challenged Claims based on the exemplary figures in the ’209 patent, we decline to do so. For that reason, alone, we decline to adopt Patent Owner’s proposed construction.” slip op. at 17

    • Obviousness (§103) › Analogous artAnalogous artDecided for petitioner

      “38; Sur-reply 9–10. First, Patent Owner argues that Sichuan is non-analogous art. Resp. 34–38. “To be considered within the prior art for purposes of the obviousness analysis, a reference must be analogous.” Circuit Check Inc. v. QXQ Inc., 795 F.3d 1331, 1335 (Fed. Cir. 2015) (citing Wang Labs., Inc. v. Toshiba Corp., 993 F.2d 858, 864 (Fed. Cir. 1993)). “Two separate tests define the scope of analogous prior art: (1) whether the art is from the same field of endeavor, regardless of the problem addressed and, (2) if the reference is not within the field of the inventor’s endeavor, whether the reference still is reasonably pertinent to the particular problem with which the inventor is involved.” Sanofi-Aventis Deutschland GmbH v. Mylan Pharms. Inc., 66 F.4th 1373, 1377 (Fed. Cir. 2023) (quoting In re Bigio, 381 F.3d 1320, 1325 (Fed. Cir. 2004)).” slip op. at 36

    Patent outcomesUS 11,806,209 unpatentable
    Claim construction§ 103 obviousnesscites KSR · Graham
    Patents in suitUS 11,806,209
  • PTAB · Dec 2, 2025 · IPR2024-00928 · APJ Neil T Powell · IPR · Final written decision

    Claims 1–5, 11–13, and 16–18 are unpatentable as obvious over Schröder and Yuen, LeBoeuf, or LeBoeuf and Wissmar; Schröder alone did not render its challenged claims unpatentable.

    RulingsFinal written decision
    • Skill levelSkill level petitioner adoptedOther

      “Patent Owner agrees with Petitioner’s proposed definition of a person of ordinary skill in the art. PO Resp. 14. We adopt this uncontested definition of the level of ordinary skill in the art. This definition is supported by the record and consistent with the disclosure in the ’034 patent and the references cited in the Petition.” slip op. at 9

    • Claim Construction › Intrinsic evidence (Phillips canons) › Plain and ordinary meaning to a POSITATerm construed petitioner constructionDecided for petitioner

      “Petitioner has the better position, as we agree with Petitioner that the ’034 patent discloses an embodiment that uses transparent potting as a window, rather than to form the overall form factor and encapsulate components: [Figure] 16C is a perspective view of the WCD with potting material 1630. As described above, the PCB, battery, and components can be disposed within the space. Once disposed therein, a potting 1630 can be provided atop the components and within the cutaway portion 1616. The potting 1630 can be transparent to allow for transmission of light through the cutaway portions 1616. Ex. 1001, 20:51–57. This configuration is shown below in Figure 16C. “[Figure] 16C is a perspective view of the WCD with potting material.” Ex. 1001, 6:1–2. As Figure 16C shows, potting material 1616 forms a window in only a portion of the WCD’s exterior. can be used to encapsulate components and form the overall form factor in some embodiments. E.g., Ex. 1001, 17:4–8, 18:61–62. But Patent Owner does not persuade us that claim 12 is limited to those embodiments. PO Resp. 29; SuperGuide Corp. v. DirecTV Enters., Inc., 358 F.3d 870, 875 (Fed. Cir. 2004) (“Though understanding the claim language may be aided by the explanations contained in the written description, it is important not to import into a claim limitations that are not part of the claim.”). Accordingly, we do not construe claim 12’s “external transparent potting” as requiring material that “forms the ‘overall form factor of the WCD 120, in addition to providing a housing for one or more electronic components,’” as suggested by Patent Owner. PO Resp. 29. Nor do we construe the claim language as requiring material that “also fills the space and encapsulates the components,” as suggested by Patent Owner. Id.” slip op. at 11

    • Obviousness (§103) › Graham factors (scope of art, differences, level of skill)Not shown unpatentableNot shown unpatentable

      “We are not persuaded by Petitioner’s arguments and find that Patent Owner has the better position. Although Schröder describes some aspects that are similar to those of a printed circuit board, Petitioner has not sufficiently demonstrated that a person having ordinary skill in the art would understand Schröder’s inlay 12 or carrier foil to be a “printed circuit board,” as recited in independent claims 1, 11, and 16. As an initial matter, while Schröder refers to a “circuit board” in another context, it never refers to the carrier foil or inlay in its finger-ring embodiment as such. See Ex. 1007, 22:48–49; see also Ex. 1079 ¶ 21 (Dr. Anthony acknowledging that Schröder’s only reference to a “circuit board” is “unrelated to Schröder’s finger-ring teachings”). Instead, Schröder describes features of that inlay, explaining that “[t]he carrier foil itself consists of a flexible plastic material, e.g.[,] PET or Kapton” and “antenna coil 8 can for example be printed on the carrier foil by means of a conductive paste” and “a depression is manufactured in the carrier foil, e.g.[,] by milling, lasering, etching, before the chip module 10, the antenna coil 8 and optional further electronic devices are inserted into the depression.” Ex. 1007, 13:26–31, 13:35–37. Schröder further describes that “[a]t least one further foil can be applied to the carrier foil or the ring blank on at least one side” to produce a “multilayer foil composite” that can be “interconnected” by means of “glue” slip op. at 23

    • Expert testimonyPetitioner expert discountedOther

      “show that Schröder’s inlay 12 is a PCB. Relying on testimony from Dr. Anthony, Petitioner asserts that Schröder’s inlay 12 serves as a flexible carrier made of materials “commonly understood to be printed circuit board materials” such as PET and Kapton. Pet. 23 (citing Ex. 1002 ¶ 172; Ex. 1006, 12:28–29). Dr. Anthony did not provide a clear explanation of a person of ordinary skill in the art’s understanding of a PCB in his direct testimony. article describing a PCB as a “laminated sandwich structure of conductive and insulating layers” was an accurate description of a PCB: Q. So is the first sentence of this Wiki page, in your mind, an accurate description of a printed circuit board? A. So, the first sentence, “A printed circuit board (PCB)[] also called [a] printed wiring board, []is a laminated sandwich structure of conductive and insulating layers, each with a pattern of traces, planes, and other features (similar to wires on a flat surface) etched from one or more sheets of copper laminated onto or between sheet layers of nonconductive substrate.” And so your question again was? Q. Is that a fair definition of printed circuit board in your mind? A. It’s a fair description of the general process for circuit boards, layers of conductive traces.” slip op. at 21

    Patent outcomesUS 9,582,034 unpatentable
    Claim construction§ 103 obviousness
    Patents in suitUS 9,582,034
  • PTAB · Nov 6, 2025 · IPR2024-00717 · APJ Kevin C Trock · IPR · Final written decision

    Claims 1–11 are unpatentable under § 103 over the Chinn-based and Kim-based combinations listed in the decision.

    RulingsFinal written decision
    • Expert testimonyOther

      “Accordingly, based upon the complete record, we are persuaded that” slip op. at 39

    • Obviousness (§103) › Graham factors (scope of art, differences, level of skill)UnpatentableUnpatentable

      “d. Conclusion as to Independent Claim 1 Based on the complete record, we are persuaded that Petitioner has” slip op. at 73

    Patent outcomesUS 11,223,757 unpatentable
    § 103 obviousnesscites Phillips · KSR · Graham
    Patents in suitUS 11,223,757
  • PTAB · Sep 8, 2025 · IPR2024-00612 · APJ Kara L Szpondowski · IPR · Final written decision

    Claims 12–21 are unpatentable: claims 12, 14–19, and 21 as obvious over Amidon and Walsh; claim 13 with Shahine; and claim 20 with Shahine and Jones.

    RulingsFinal written decision
    • Claim Construction › Threshold & procedure › Whether a term needs construction (O2 Micro)No construction neededOther

      “proposed constructions, and determined that “event node” does not need construction. Ex. 2007, 5. In the Institution Decision, we agreed with the District Court that “event node” does not need construction, and we continue to do so here. See Inst. Dec. 11–12. As Patent Owner acknowledges, independent claim 12 recites “establishing an event node for the situation in a multi-dimensional personal information network.” PO Resp. 1. Claim 12 further recites “automatically connecting personal information aggregators corresponding to a plurality of individuals to the event node” and “aggregating information related to the situation received from the personal information aggregators connected through the situational network.” Ex. 1001, 33:54–56, 34:1–3 (emphasis added). In other words, the claim language itself provides sufficient meaning for the term “event node” and further construction is not necessary.9” slip op. at 12

    • Obviousness (§103) › Graham factors (scope of art, differences, level of skill)UnpatentableUnpatentable

      “Patent Owner’s argument that Amidon’s social network conference merely comprises a group of individuals communicating with each other so it cannot be an event node does not take into account that Amidon’s social network conference is also defined by a data structure, such as the data structure shown in Figure 3. See PO Resp. 4–7; Pet. 16; Reply 7–8. The parties do not dispute that Amidon’s social network conference is defined by a data structure. PO Resp. 8–10 (e.g., “Fig. 3 shows a database entry for a conference.”); Reply 13. We find persuasive Petitioner’s argument that the social network conference “is an element created in Amidon’s network that facilitates communication between a group of individuals, defined by data.” Reply 8–9; see also id. at 13–14.” slip op. at 25

    • Skill levelSkill level petitioner adoptedDecided for petitioner

      “Patent Owner does not challenge Petitioner’s definition. See generally PO Resp. In our Institution Decision, we adopted Petitioner’s proposed definition, finding it to be reasonable and commensurate with the problems and solutions disclosed in the prior art. Inst. Dec. 8–9. We continue to do so here.” slip op. at 10

    Patent outcomesUS 8,249,932 unpatentable
    Claim construction§ 103 obviousnesscites Phillips · KSR · Graham
    Patents in suitUS 8,249,932
  • PTAB · Sep 8, 2025 · IPR2024-00531 · APJ Thu A Dang · IPR · Final written decision

    Claims 1–20 are unpatentable as obvious over Burfeind and Crowley; the Board did not reach the Smith/Sinha or Smith/Sinha/Gage grounds.

    RulingsFinal written decision
    • Skill levelSkill level petitioner adoptedDecided for petitioner

      “Relying on the Declaration of Dr. Cooperstock, Petitioner contends that a person of ordinary skill in the art (POSITA) at the time of the invention of the ’682 patent would have had a bachelor’s degree in Computer or Electrical Engineering or equivalent discipline, and approximately two years’ experience in telecommunications or computer networking, whereby additional education could substitute for professional 6 U.S. Patent Appl. Publication No. 2008/0139165 A1, published June 12, 2008, filed December 11, 2006 (Ex. 1009, “Gage”). experience, and significant work experience could substitute for formal education. Pet. 13 (citing Ex. 1003 ¶¶ 62–63). We adopt Petitioner’s assessment of the level of a person of ordinary skill in the art because it is consistent with the problems addressed in the ’682 patent and the prior art. See Okajima, 261 F.3d at 1354–55 (holding that absent evidence to the contrary, “the prior art itself [may] reflect[] an appropriate level” of ordinary skill in the art).” slip op. at 10

    • Claim Construction › Threshold & procedure › Whether a term needs construction (O2 Micro)No construction neededOther

      “B. Claim Construction We construe each claim “in accordance with the ordinary and customary meaning of such claim as understood by one of ordinary skill in the art and the prosecution history pertaining to the patent.” 37 C.F.R. § 42.100(b) (2020). Under this standard, claim terms are generally given their plain and ordinary meaning as would have been understood by a POSITA at the time of the invention and in the context of the entire patent disclosure. See Phillips v. AWH Corp., 415 F.3d 1303, 1313 (Fed. Cir. 2005) (en banc). In the Decision on Institution, we determined that no terms of the challenged claims require explicit construction.7 We discern no reason to further discuss construction of any claim terms in this Final Written Decision.” slip op. at 11

    • Obviousness (§103) › Motivation to combine / reasonable expectation of successMotivation foundReasonable expectation foundUnpatentable

      “would have found it obvious to combine the teachings of Burfeind and Crowley (Pet. 15–22), citing Dr. Cooperstock’s supporting testimony (Ex. 1003). In particular, Petitioner posits that a POSITA would have sought references for improving upon “Burfeind’s burdensome and imprecise manual participant selection process,” wherein Crowley is such a reference. Pet. 17–18 (citing Ex. 1005, Abstract, ¶¶ 4, 7–8, 45; Ex. 1003 ¶¶ 81–82). Petitioner contends that Crowley’s system provides numerous advantages, such as “enabling ‘spontaneous socializing’ and ‘convenient communication among friends,’” and “help[s] avoid the problem of friends who were out near each other, but never realized it until later.” Id. at 18–19 (citing Ex. 1005 ¶¶ 6, 35). According to Petitioner, “Crowley thus provides express motivation for implementing its location-based features in Burfeind.” Id. at 19 (citing Ex. 1003 ¶¶ 84–86). Petitioner further contends that a POSITA would have a reasonable expectation of success in implementing the features of Crowley in Burfeind. Pet. 19 (citing Ex. 1003 ¶ 89–92). In particular, a POSITA would have readily been able to adapt Crowley’s location-tracking features “to identify user locations for the purpose of inviting individuals who are located near the event location.” Id. (citing Ex. 1003 ¶¶ 89–90). According to Petitioner, Burfeind and Crowley disclose similar systems for organizing meetings between individuals (id. at 22 (citing Ex. 1004, Abstract; Ex. 1005 ¶ 5)), and because Burfeind “already contemplates techniques for grouping individuals in order to more conveniently select those individuals,” a POSITA “would have thus readily been able to modify Burfeind to determine the event organizer’s contacts that are located proximate to selected event venue.” Id. at 21–22 (citing Ex. 1003 ¶¶ 89–92). Thus, according to Petitioner, the POSITA: would have understood that implementing Crowley’s techniques in Burfeind would merely amount to the use of a known technique (Crowley’s location-based messaging) to improve similar systems in the same way (enabling the system to automatically send messages/invitations to nearby individuals), as well as applying a known technique to a known system ready for improvement to yield predictable results. Pet. 22 (citing Ex. 1003 ¶ 93).” slip op. at 28

    • BurdenUnpatentable

      “would have been obvious in view of Burfeind and Crowley (Pet. 15–51), starting with the contentions with respect to the limitations of independent claims 1 and 11. With respect to each of the limitations, Patent Owner does not respond.8 Nonetheless, the burden remains on Petitioner to demonstrate unpatentability. See Dynamic Drinkware, LLC v. Nat’l Graphics, Inc., 800 F.3d 1375, 1378 (Fed. Cir. 2015).” slip op. at 18

    Patent outcomesUS 11,470,682 unpatentable
    Claim construction§ 103 obviousnesscites Phillips · KSR · Graham
    Patents in suitUS 11,470,682
  • PTAB · Sep 8, 2025 · IPR2024-00530 · APJ Thu A Dang · IPR · Final written decision

    Claims 1–16 are unpatentable as obvious; the Board denied the contingent motion to amend proposing substitute claims 17–32.

    RulingsFinal written decision
    • Expert testimonyOther

      “iv. Claim 1 Conclusion Based on the complete record presented, Petitioner has shown that Gage teaches all limitations of claim 1. Thus, we determine that Petitioner has shown by a preponderance of the evidence that the subject matter of claim 1 would have been obvious over Gage. v. Independent claim 8 Independent claim 8 recites a method of “providing situation related information to a situation authority via a situational network,” wherein the method comprises “receiving, by a participant device, a roll call query soliciting a reply related to a status of a participant based on the participant being determined, by the situation authority, to be geographically proximate to the situation,” “receiving, by the participant device, a selection of a status response from the participant,” and “sending the status response to the central authority, wherein the status response is included in a roll call list.” Ex. 1001, 34:46–57. Petitioner generally refers to its contentions with respect to claim 1. Pet. 34–36. In particular, Petitioner contends that Gage teaches a subscriber device that communicates a status indicator to the disaster response system through a subscriber status reporting system that implements a “situational network” configured for use during disasters. Id. at 34 (citing Ex. 1005 ¶¶ 19, 25). Petitioner additionally contends that Gage’s “disaster response system” is a “situation authority” because the disaster response system detects an occurrence of a disaster affecting a region, receives and aggregates information related to the disaster, and then provides the information to various participants in the network. Id. (citing Ex. 1005 ¶¶ 8–9, 21, 36, 45; Ex. 1003 ¶ 104). With respect to the “situational network” limitation, Patent Owner” slip op. at 39

    • Claim Construction › Threshold & procedure › Whether a term needs construction (O2 Micro)No construction neededOther

      “1. “situational network” (claims 1, 8, 13) Patent Owner points out that the district court has already construed” slip op. at 12

    • Obviousness (§103) › Motivation to combine / reasonable expectation of successUnpatentableMotivation foundUnpatentable

      “viii. Ground 1 Conclusion In light of the above analysis, we determine that Petitioner’s evidence” slip op. at 46

    • PTAB / AIA Trials › Motions to amend / substitute claimsMotion to amend, deniedDenied

      “c. Conclusion on Petitioner’s Patentability Challenges based on Obviousness for Proposed Substitute Claims For the above reasons, we determine that Petitioner has shown by a preponderance of evidence that the subject matter of proposed substitute claims 17–32 would have been unpatentable. IV. CONCLUSION9 For the foregoing reasons, we conclude that Petitioner has shown by a” slip op. at 82

    Patent outcomesUS 9,877,345 unpatentable
    Claim construction§ 101 eligibility§ 103 obviousnesscites Alice · Mayo · Bilski · Phillips · KSR · Graham
    Patents in suitUS 9,877,345
  • PTAB · Jul 14, 2025 · IPR2024-00377 · APJ Neil T Powell · IPR · Final written decision

    Claims 19–36 are unpatentable under § 103 over the listed combinations of Calo, Rude, Sellberg or Szoc, with Davidowitz or Kedia for dependent claims.

    RulingsFinal written decision
    • Claim Construction › Threshold & procedure › Whether a term needs construction (O2 Micro)No construction neededOther

      “We do not need to construe any terms expressly to reach our decision. See Realtime Data LLC v. Iancu, 912 F.3d 1368, 1375 (Fed. Cir. 2019) (“The Board is required to construe ‘only those terms . . . that are in controversy, and only to the extent necessary to resolve the controversy.’” (quoting Vivid Techs., Inc. v. Am. Sci. & Eng’g, Inc., 200 F.3d 795, 803 (Fed. Cir. 1999))). The minor differences between the parties’ proposed constructions of “prevailing exchange rate” do not affect the outcome of this proceeding, as Petitioner has carried its burden of demonstrating unpatentability of the challenged claims by a preponderance of the evidence under Petitioner’s proposed construction or Patent Owner’s proposed construction.” slip op. at 11

    • Skill levelSkill level petitioner adoptedDecided for petitioner

      “Petitioner proposes “that a [person of ordinary skill in the art] for the ’107 Patent in the relevant field in 2007 would have a bachelor’s degree in computer science or a related study and two years of experience with financial trading systems or an equivalent combination of education and experience.” Pet. 29 (citing Ex. 1002 ¶¶ 71–74). Patent Owner does not propose an alternative level of skill. See generally PO Resp. For purposes of this Decision, we adopt Petitioner’s proposal, reiterated by the proposal of Petitioner’s expert, which comports with the teachings of the ’107 patent and the asserted prior art. See Okajima v. Bourdeau, 261 F.3d 1350, 1355 (Fed. Cir. 2001).” slip op. at 12

    • Expert testimonyPetitioner expert creditedDecided for petitioner
    • Obviousness (§103) › Motivation to combine / reasonable expectation of successMotivation foundDecided for petitioner

      “Additionally, we observe Mr. Reid testifies that “Sellberg also describes benefits of adding currency exchange features to a trading system, such as increasing liquidity in the system.” Ex. 1002 ¶ 182 (citing Ex. 1019 ¶ 12). Mr. Reid further explains that “the skilled person would have known that adding currency exchange to a trading system would be a desired improvement.” Id. After reviewing the record, we determine that Petitioner has set forth a sufficient rationale for combining Sellberg’s teachings with Calo’s system. Sellberg discloses a trading system that utilizes an updated exchange rate that is repeatedly and automatically received from the currency market or the market maker, “and the last received updated exchange rate between the different currency and the specified currency at the time of receiving the order is used as the received current exchange rate.” Ex. 1019 ¶ 24. Mr. Reid has explained, with sufficient reasoning and citation to the record, how and why a POSITA would have added Sellberg’s currency exchange features to Calo’s trading system. Ex. 1002 ¶ 182. Thus, based on our review of the complete record, including the testimony of Mr. Reid, we are persuaded that the combination of Calo, Rude, and Sellberg discloses the disputed limitation for the reasons given by Petitioner.” slip op. at 33

    Patent outcomesUS 10,062,107 unpatentable
    Claim construction§ 103 obviousnesscites Phillips · KSR · Graham
    Patents in suitUS 10,062,107
  • PTAB · Jul 14, 2025 · IPR2024-00376 · APJ Neil T Powell · IPR · Final written decision

    Claims 1–18 are unpatentable under §103 over the stated combinations of Calo, Rude, and other references.

    RulingsFinal written decision
    • Claim Construction › Threshold & procedure › Whether a term needs construction (O2 Micro)No construction neededOther

      “Petitioner asserts that for the term “prevailing exchange rate,” as recited in claims 1, 2, 6, 9, and 10, “[t]he term prevailing commonly means ‘current.’” Pet. 28–29. According to Petitioner, this is consistent with the ’107 patent. Id. Petitioner asserts that “[t]he only rates the Specification describes using are a ‘forward’ rate or a ‘spot’ rate – in other words, a selected current exchange rate.” Id. at 29 (citing Ex. 1002 ¶ 34). Petitioner thus asserts that “‘prevailing exchange rate’ means ‘a selected current exchange rate that is not an FOREX average exchange rate.’” Id. Petitioner further contends that the term “prevailing currency exchange rate,” as recited in claims 2 and 9–11, “is the same as the prevailing exchange rate but limited specifically to currencies.” Id. Patent Owner takes the position that “[f]or purposes of the present IPR, Patent Owner agrees with Petitioner’s proposed definition for both of the terms ‘prevailing exchange rate’ and ‘prevailing currency exchange rate’ in related IPR2024-00375. Namely, ‘a selected current exchange rate.’” PO Resp. 4. For the remaining terms, Patent Owner “submits that they should be given their ordinary and customary meaning as understood by one of ordinary skill in the art in the field of electronic trading as of the date of the invention.” Id. at 5. We do not need to construe any terms expressly to reach our decision. See Realtime Data LLC v. Iancu, 912 F.3d 1368, 1375 (Fed. Cir. 2019) (“The Board is required to construe ‘only those terms . . . that are in controversy, and only to the extent necessary to resolve the controversy.’” (quoting Vivid Techs., Inc. v. Am. Sci. & Eng’g, Inc., 200 F.3d 795, 803 (Fed. Cir. 1999))). The minor differences between the parties’ proposed constructions of “prevailing exchange rate” and “prevailing currency exchange rate” do not affect the outcome of this proceeding, as Petitioner has carried its burden of demonstrating unpatentability of the challenged claims by a preponderance of the evidence under Petitioner’s proposed constructions or Patent Owner’s proposed constructions.” slip op. at 10

    • Skill levelSkill level petitioner adoptedDecided for petitioner

      “Petitioner proposes “that a [person of ordinary skill in the art] for the ’107 Patent in the relevant field in 2007 would have a bachelor’s degree in computer science or a related study and two years of experience with financial trading systems or an equivalent combination of education and experience.” Pet. 30 (citing Ex. 1002 ¶¶ 71–74). Patent Owner does not propose an alternative level of skill. See generally PO Resp. For purposes of this Decision, we adopt the proposal of Petitioner’s expert, which comports with the teachings of the ’107 patent and the asserted prior art. See Okajima v. Bourdeau, 261 F.3d 1350, 1355 (Fed. Cir. 2001).” slip op. at 12

    • Obviousness (§103) › Motivation to combine / reasonable expectation of successMotivation foundDecided for petitioner
    • Obviousness (§103) › Graham factors (scope of art, differences, level of skill)UnpatentableUnpatentable

      “After review of the arguments and evidence, we conclude that Petitioner has established by a preponderance of evidence that claim 1 would have been obvious over the combination of Calo, Rude, and Sellberg. 2. Claims 2–7, 9–13, and 16–18 For claims 2–7, 9–13, and 16–18, Petitioner relies on the same or similar arguments and evidence discussed above for the combination of Calo, Rude, and Sellberg. See Pet. 45, 66–71. Petitioner further directs us to the claim chart on pages 61 through 77 of the Petition. Id. at 45. Patent Owner relies on the same arguments for claims 2–7, 9–13, and 16–18 that we have discussed for independent claim 1. PO Resp. 10. Based on the reasoning and evidence provided in the Petition (see Pet.” slip op. at 38

    Patent outcomesUS 10,062,107 unpatentable
    Claim construction§ 103 obviousnesscites Phillips · KSR · Graham
    Patents in suitUS 10,062,107
  • PTAB · Jul 1, 2025 · IPR2024-00375 · APJ Frances L Ippolito · IPR · Final written decision

    Claims 1–12 are unpatentable under §103 over the listed combinations of Calo, Rude, Sellberg or Szoc, with Davidowitz or Kedia for dependent claims.

    RulingsFinal written decision
    • BurdenDecided for petitioner

      “Rule 104(b) provides, in relevant part, that the Petition must contain an “[i]dentification of challenge” and “[p]rovide a statement of the precise relief requested for each claim challenged” that includes: (4) How the construed claim is unpatentable under the statutory grounds identified in paragraph (b)(2) of this section. The petition must specify where each element of the claim is found in the prior art patents or printed publications relied upon; and (5) The exhibit number of the supporting evidence relied upon to support the challenge and the relevance of the evidence to the challenge raised, including identifying specific portions of the evidence that support the challenge. The Board may exclude or give no weight to the evidence where a party has failed to state its relevance or to identify specific portions of the evidence that support the challenge. 37 C.F.R. § 42.104(b)(4)–(5) (2023) (emphasis added). Rule 22(a)(2) requires a petition to include “[a] full statement of the reasons for the relief requested, including a detailed explanation of the significance of the evidence including material facts, and the governing law, rules, and precedent.” 37 C.F.R. § 42.22(a)(2) (2023). Based on the complete record, we determine that the Petition satisfies our rules and do not agree with Patent Owner that the Petition is deficient in this regard. For example, with respect to the obviousness challenge based on Calo, Rude, and Sellberg, the Petition provides a discussion on pages 41–43 with accompanying claim charts identifying where the prior art references disclose each limitation of the challenged claims (Pet. 51–75), and further cites to the supporting testimony of Mr. Reid for the motivation to combine the references (see, e.g., Ex. 1002 ¶ 338). Pet. 43, 51–75. In at least this way, we find that the Petition provides sufficient detailed explanation of the evidence and analysis to satisfy our rules.” slip op. at 20

    • Claim Construction › Threshold & procedure › Whether a term needs construction (O2 Micro)No construction neededOther

      “Petitioner asserts that for the term “prevailing exchange rate,” as recited in claims 1, 4, and 6, “[t]he term prevailing commonly means ‘current.’” Pet. 27. According to Petitioner, this is consistent with the ’863 patent. Id. Petitioner asserts that “[t]he only rates the Specification describes using are a ‘forward’ rate or a ‘spot’ rate – in other words, a selected current exchange rate.” Id. (citing Ex. 1002 ¶ 200). Petitioner thus asserts that “‘prevailing exchange rate’ means ‘a selected current exchange rate.’” Id. Petitioner further contends that the term “prevailing currency exchange rate,” as recited in claims 1, 2, 3, 6, 7, 8 and 11, “should be given the same meaning as ‘prevailing exchange rate.’” Id. Patent Owner does not contest Petitioner’s proposed constructions. PO Resp. 3 (“For purposes of the present IPR, Patent Owner agrees with Petitioner’s proposed definition of the terms ‘prevailing exchange rate’ and ‘prevailing currency exchange rate’ means ‘a selected current exchange rate.’”). For the remaining terms, Patent Owner “submits that they should be given their ordinary and customary meaning as understood by one of ordinary skill in the art in the field of electronic trading as of the date of the invention.” Id. 3–4. We do not need to construe any terms expressly to reach our decision. See Realtime Data LLC v. Iancu, 912 F.3d 1368, 1375 (Fed. Cir. 2019) (“The Board is required to construe ‘only those terms . . . that are in controversy, and only to the extent necessary to resolve the controversy.’” (quoting Vivid Techs., Inc. v. Am. Sci. & Eng’g, Inc., 200 F.3d 795, 803 (Fed. Cir. 1999))).” slip op. at 10

    • Skill levelSkill level petitioner adoptedDecided for petitioner

      “Petitioner proposes “that a [person of ordinary skill in the art] for the ’863 Patent in the relevant field in 2007 would have a bachelor’s degree in computer science or a related study and two years of experience with financial trading systems or an equivalent combination of education and experience.” Pet. 27–28 (citing Ex. 1002 ¶¶ 60–61). Patent Owner does not propose an alternative level of skill. See, generally PO Resp. For purposes of this Decision, we adopt the proposal of Petitioner’s expert, which comports with the teachings of the ’863 patent and the asserted prior art. See Okajima v. Bourdeau, 261 F.3d 1350, 1355 (Fed. Cir. 2001).” slip op. at 12

    • Obviousness (§103) › Motivation to combine / reasonable expectation of successMotivation foundDecided for petitioner

      “Additionally, we observe Mr. Reid testifies that “Sellberg also describes benefits of adding currency exchange features to a trading system, such as increasing liquidity in the system.” Ex. 1002 ¶ 162 (citing Ex. 1019 12). Mr. Reid further explains that “the skilled person would have known that adding currency exchange to a trading system would be a desired improvement.” Id. After reviewing the record, we determine that Petitioner has set forth a sufficient rationale for combining Sellberg’s teachings with Calo and Rude. It is undisputed on the record before us that Sellberg discloses a trading system that utilizes an updated exchange rate that is repeatedly and automatically received from the currency market or the market maker, “and the last received updated exchange rate between the different currency and the specified currency at the time of receiving the order is used as the received current exchange rate.” Ex. 1019 ¶ 24. Moreover, Mr. Reid has explained, with sufficient reasoning and citation to the record, how and why a POSITA would have added Sellberg’s currency exchange features to a trading system. Ex. 1002 ¶ 162. Thus, based on our review of the complete record, including the testimony of Mr. Reid, we are persuaded that the combination of Calo, Rude, and Sellberg discloses this limitation.” slip op. at 36

    Patent outcomesUS 10,776,863 unpatentable
    Claim construction§ 103 obviousnesscites Phillips · KSR · Graham
    Patents in suitUS 10,776,863
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