IP strategic consulting
Case Studies
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 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 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.