Headwater Research LLC v. Verizon Communications Inc.
2:23-cv-00352
E.D. Tex.Jun 16, 2025Background
- Headwater Research LLC sued Verizon entities for alleged infringement of four patents, including U.S. Patent No. 9,198,042 (the '042 Patent').
- One asserted patent (the '543 Patent') was dismissed by agreement of the parties.
- The defendants moved for summary judgment of non-infringement regarding the '042 Patent, which the court recommended granting.
- Defendants also moved for summary judgment on issues including no pre-suit willful infringement, indirect infringement, or copying; the court recommended granting in part.
- Defendants filed a Daubert motion to strike Dr. Todor Cooklev's expert opinions related to the '042 Patent.
- The court denied the Daubert motion as moot, since it had already recommended summary judgment of non-infringement for the '042 Patent.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Admissibility of Dr. Cooklev’s expert opinions on the '042 Patent | Dr. Cooklev’s reports are relevant and reliable for the '042 Patent issues. | Dr. Cooklev’s opinions do not meet Daubert and Rule 702 standards and should be stricken. | Denied as moot (due to summary judgment on non-infringement). |
| (Potential applicability if summary judgment is not adopted) | Cooklev’s opinions would remain critical if the recommendation is not adopted. | Defendants could re-raise Daubert challenge if summary judgment is not finalized. | Motion may be reconsidered if summary judgment not accepted. |
Key Cases Cited
- Daubert v. Merrell Dow Pharm., Inc., 509 U.S. 579 (establishes the standard for admitting expert scientific testimony)
- Kumho Tire Co. v. Carmichael, 526 U.S. 137 (extends Daubert to all expert testimony, not just scientific)
- Micro Chem., Inc. v. Lextron, Inc., 317 F.3d 1387 (trial court should not evaluate the correctness of the facts underlying expert opinion at the Daubert stage)
- Pipitone v. Biomatrix, Inc., 288 F.3d 239 (emphasizes that Daubert does not replace the adversary system in assessing expert evidence)
- United States v. Valencia, 600 F.3d 389 (reiterates the court’s gatekeeping function for expert testimony)
