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PTAB Voluntary Search Disclosure Declarations: A New Factor Supporting Institution

On November 17, 2025, USPTO Director John Squires issued a memorandum introducing a new procedure allowing petitioners to submit a voluntary Search Disclosure Declaration (SDD) that explains the petitioner’s search strategy...more

Prosecution Error Evidence & Timing Considerations Sends IPR Forward

The USPTO’s Acting Deputy Director, Coke Morgan Stewart, issued a decision on October 3, 2025, declining to exercise discretion to deny institution in Carbyne, Inc. v. Tritech Software Systems, IPR2025-00959, Paper 11 (Oct. 3...more

USPTO Revises Guidance on AI-Assisted Inventorship

New guidance rescinds Biden-era guidance from February 2024 and signals a pro-patent, pro-AI landscape. On November 28, 2025, the United States Patent and Trademark Office ("USPTO") published revised guidance on...more

PRECEDENTIAL: PTAB Clarifies Real Party in Interest Analysis

The Patent Trial and Appeal Board (PTAB) has designated as precedential a decision that squarely reaffirms the statutory requirement to identify all real parties in interest (RPI) in AIA petitions. By elevating Corning...more

Collateral Estoppel May Not Apply When Claim Interpretation Standards Differ

In its recent decision in RØDE Microphones, LLC et. al. vs. Zaxcom, Inc., the PTAB declined to apply collateral estoppel based on prior post-grant proceedings because the prior proceedings had applied a different standard of...more

Proposed Rulemaking Aims to Change Access to IPR Proceedings

On October 17, 2025, the USPTO issued a notice of proposed rulemaking (“Notice”) regarding the rules of practice for inter partes review before the PTAB. The proposed rules do not apply to post grant review petitions,...more

Discretionary Decision Statistics Update

The October 17 Memo from Director Squires marked the end of a distinct discretionary denial era, the Interim Era. Per the memo, as of October 20, all institution decisions (discretionary, non-discretionary, and merits-based)...more

PTAB Issues First Summary Institution (Denial) Decisions

On October 31st, the Director issued his first set of summary decisions on IPR institutions, denying institution of 13 cases without comment in a single document....more

PTAB Presentation Regarding Director Institution – Slides and Rough Transcript

On October 29th, Acting Chief Judge Deshpande and Vice Chief Judge Kim discussed Director institution of AIA trials, where the Director will make all institution decisions (on both discretionary, non-discretionary, and...more

Divergent Claim Construction Results in Discretionary Denial

In a recent decision, Acting Director Coke Morgan Stewart granted Patent Owner’s request for discretionary denial in Sun Pharmaceuticals Industries Inc. v. Nivagen Pharmaceuticals, Inc., IPR2025-00893. While some factors...more

Director Takes On All Institution Duties

On October 17, Director Squires announced that he will assume responsibility for all post‑grant trial institution decisions. When the Director determines that a petition warrants institution, the matter will be assigned to a...more

PTAB Issues Notice of Discretionary Denial Rulemaking

On October 17th, the PTAB issued a Notice of Proposed Rulemaking regarding criteria for the Office to apply when making discretionary denial determinations....more

Discretionary Denial Statistics

Since the inception of the bifurcated review process at the PTAB, Jones Day has been analyzing every discretionary decision released by the Office. Deputy Director Coke Morgan Stewart continues to be the key decisionmaker...more

USPTO Memorandum Clarifies PTAB’s Treatment of Prior Proceedings

The United States Patent and Trademark Office (USPTO) recently issued a memorandum addressing how the Patent Trial and Appeal Board (PTAB) should handle prior findings of fact and conclusions of law when adjudicating patent...more

Federal Circuit Clarifies Independent Conception Standard for AIA Derivation

More than a decade after the enactment of the America Invents Act (AIA), the Federal Circuit has issued its first opinion addressing an AIA derivation proceeding. In Global Health Solutions LLC v. Selner, the court clarified...more

Post-filing Activity May Create Privity Leading To Section 315(b) Dismissal

Under Section 315(b), an IPR may be dismissed as time barred “if the petition requesting the proceeding is filed more than 1 year after the date on which the petitioner, real party in interest, or privy of the petitioner is...more

Skechers IPR Still Kicking After Director Review

In a Director Review, the Acting Director reversed a panel decision to discretionarily deny an IPR under § 325(d). The Acting Director held that the PTAB’s own findings in two previous IPRs sufficiently proved Examiner error...more

Navigating the New Discretionary Denial Bifurcated Framework

The USPTO recently published a new webpage on the Interim Director Discretionary Process, which provides information regarding the bifurcated process for consideration of discretionary denial issues announced in the March 26,...more

All Grounds Must Be Addressed in Final Written Decision

On July 29, 2025, Chief Administrative Patent Judge Scott R. Boalick circulated a memorandum to Members of the PTAB entitled “Final Written Decision Procedures for AIA Trial Proceedings.” ...more

Cancellation of Claims Deemed An Inappropriate Sanction

USPTO Acting Director Stewart sua sponte reconsidered and modified a previous Director Review decision that had affirmed cancellation of all 183 challenged claims as a sanction against patent owner Longhorn Vaccines. ...more

Subsequent Challenge Does Not Justify Discretionary Denial

In a recent decision, Acting Director Coke Morgan Stewart denied a Patent Owner’s request for discretionary denial in LifeVac, LLC v. DCSTAR, Inc., IPR2025-00454. Even though Petitioner had previously challenged the same...more

Acting Director Clarifies Multi-Petition Policy for Competing Constructions

On June 25, 2025, Acting Director Coke Stewart released an informative decision vacating institution of inter partes review (“IPR”) based on two petitions that were primarily filed to present two different constructions....more

Inventor Testimony of Reduction Date Leads to Denial

The Patent Trial and Appeal Board (PTAB) denied institution of an inter partes review (IPR) brought by Par-Kan Company, LLC against Unverferth Manufacturing Company regarding U.S. Patent No. 8,967,940 (“the ‘940 patent”). ...more

“Settled-Expectations” Analysis May Leave Some Petitioners Feeling Unsettled

As discretionary denials are on the rise and institution rates are declining at the PTAB (link), recent decisions from the PTAB have introduced the notion of a patent owner’s “settled expectations” as another reason for the...more

Discretionary Denial Where Inventors Petitioned for Unpatentability

Coke Morgan Stewart, the acting director of the United States Patent and Trademark Office (“USPTO”), exercised discretion under 35 U.S.C. § 314(a) to deny Tessell’s (“Petitioner’s”) petition in favor of Nutanix (“Patent...more

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