- SA contributor and short-seller Manuel Asensio declares a recent filing made to the European Patent Office by IP law firm Lowe Hauptman & Ham suggests "the most important claims" of a key Universal Display (OLED -9.1%) patent (EP-238) related to its PHOLED tech (used in mobile/TV displays) should be "entirely revoked." A hearing is set for November.
- Asensio, who has been bearish on Universal for a while, notes Merck, Sumitomo, and BASF are each calling on the EPO to fully revoke EP-238. He argues the patent "contains UDC's only economically material patent claims," and thinks its revocation "would materially impair UDC's ability to generate future licensing revenue, even from Samsung."
Universal Display dives following SA column on patent dispute
Sep 12 2013, 11:14 ET