Juhee Park, Director of Upstream Partners, provided analysis and an assessment of economic damages on behalf of a payroll services company that had developed one of the first software products providing electronic tax and payroll filing services within a specific industry. The dispute related to infringement of our client’s copyrighted software as well as several of its trademarks. Ms. Park provided an analysis and an expert report on economic damages related to copyright and trademark infringement in addition to claims of  misleading representation, cyberpiracy and unfair competition. Ms. Park’s report was pivotal to the case settling favorably for our client

Upstream consulted for a multinational pharmaceutical company involving an infringed medical device in the molecular diagnostic space. Upstream identified a patent portfolio and companies that were likely infringing on the client’s IP. As a result, Upstream team executed royalty bearing licenses with more than ten companies. Total revenues from this program exceeded $30 million.

Upstream advised a university-based initiative to transition IP of an evidence-based patient care model to a commercial partner. The model sold in six months due to Upstream’s IP monetization analysis of developing value propositions, marketing materials, identifying strategic partners, and negotiating agreement terms.

Upstream aided a renowned research institution to negotiate a buyout of future royalty streams for a patented cancer therapeutic technology. With Upstream’s analysis, the institute sold the royalty stream for eight figure payment with potential longer term payments. This creative deal structure was supported by Upstream’s projections, assessment of competitors, preparation of different scenarios for leadership, and development of  buyout terms.

Upstream worked on a trade secret violation that accused our client, the defendant, significant damages compensate for alleged harm. Through Upstream’s rebuttal damages analysis and Mark Chandler’s testimony in an arbitration proceeding, our was cleared of violating the trade secret and no financial damages were assessed.

Upstream’s IP valuation of a patented technology for a defense company results in capital successfully raised. Through the analysis of an extensive patent portfolio and financials, Upstream aligned the company’s IP assets with business lines and economic impact. The capital enabled the company to ramp up internal production and meet the growing demand for its technology.

Upstream conducted a full review of the technology assessment and management process for a major university. This resulted in facilitating support from board members, faculty and staff was critical to the success of this undertaking at the university.

Upstream conducted a full review of the technology assessment and management process for a Medical University of South Carolina. This resulted in the creation and funding of the Medical University of South Carolina's Institute for Applied Neuroscience.

Upstream provides a valuation on drug delivery patent assets for specific geographical territories that served as the basis of negotiations between the IP holder and licensees.

Upstream assisted a virtual reality company to secure licenses to the company’s software and its patents, which allowed the client to develop collaborative relationships with a range of commercial partners. Upstream identified the client’s IP assets and entities that enabled the client’s technology, restructured the software licensing program, and valued IP assets.

Upstream conducted an IP catalogue for a company focusing on population health management through evidence-based medicine. By identifying IP assets and working with IP counsel to protect trade secrets, copyrights (algorithms and database architecture), and patentable matter, the client was able to its IP rights in partnership and other transactions.

Upstream assisted a medium-sized company that develops wireless commerce technology to extract value from the consumer technology IP it was no longer using for its core business. As a result of the analysis, the client’s Board of Directors decided to explore a sale of the patent portfolio.

Upstream consulted for a multinational pharmaceutical company involving an infringed medical device in the molecular diagnostic space. Upstream identified a patent portfolio and companies that were likely infringing on the client’s IP. As a result, Upstream team executed royalty bearing licenses with more than ten companies. Total revenues from this program exceeded $30 million.

Upstream assisted in negotiations for an ophthalmic device buyout with an analysis of the market, valuation, and negotiation points to help increase the amount of the buyout offer. Upstream’s analysis helped achieve a payment amount greater than five times the initial amount proposed.

Upstream’s analysis for patent infringement of breakthrough medical technology developed by a medium-sized teaching hospital resulted in a quick litigation settlement. Upstream analyzed the patents, approached the multinational corporation was suspected to be infringing with a license, and initiated litigation. The IP owner earned $3M in royalties in the first year after the deal was concluded, and ongoing running royalties.

Mark Chandler has assisted the Sheikh Zayed Institute for Pediatric Surgical Innovation (SZI) for several years, serving as Entrepreneur in Residence. He helped negotiate a license and equity transaction to provide a robotic surgery company, Omniboros, with rights to a large patent portfolio. Silicon Valley VC, Great Point Ventures, funded the start-up, which will be continuing in vivo testing throughout 2018.

Upstream assisted a major research university with infringement analysis regarding the client’s patented processes directed to a fundamental tool used in the biotech industry. Upstream’s negotiation support was instrumental in achieving more than ten settlements, with separate companies, of a cumulative amount in excess of $60 million.

Upstream assisted a major U.S. research university license the underlying technology for a biotechnology company’s product to win a multimillion-dollar settlement with the university. Upstream provided a financial model and advised the university through the settlement negotiations.