Posts in IP & Strategy Consulting
Tax software copyright and trademark infringement damages analysis

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

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Medical Device Business Plan and Financial Model

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.

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Royalty Stream Buyout Negotiations - Cancer Therapeutic

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.

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