February 15-17, 2026
10th Annual Conference run by The Naples Roundtable
Origins of the Original “Phoenix List”: “Upon the creation of the Federal Circuit [in 1982], Chief Judge Howard Thomas Markey created a ‘Phoenix List’ to fulfill what he saw as the “duty of [the new court] of clarify the law of patents itself [which] will require the resolution of numerous apparent conflicts [amongst the circuits] lurking in past decisions and decisional approaches of various courts.” William C. Rooklidge & Matthew F. Weil, En Banc Review, Horror Pleni, and the Resolution of Patent Law Conflicts, 40 Santa Clara L. Rev. 787, 802 (2000)(citing Howard T. Markey, The Phoenix Court, 10 Am. Pat. L. Ass’n Q.J. 227, 232 (1982)). Following Chief Judge Markey’s lead, The Naples Roundtable identifies current issues in need of clarification. These issues focus our attention, foster our discussion, and inspire us to work toward making the U.S. patent system an “engine of innovation.”
Monday, February 16th
7:45
8:45
Breakfast and Registration
8:45
9:00
Opening remarks
9:00
10:00
Issue 1:
Life Sciences and Beyond: Hikma, skinny labels, and induced infringement. Developments on drug-device patents including Teva and Orange Book-listability.
10:00
11:00
Issue 2:
Artificial Intelligence: Examples of the good, the bad and the ugly. AI use in evidence and Daubert tests of same. AI impact on enablement and written description. Impact on estoppel. Use of AI in litigation and prosecution. PTO search pilot, use by PTO of AI to prepare office actions and counter-use of AI by applicants.
11:00
12:00
Issue 3:
Patent Tax Proposal and Bayh-Dole Restrictions: The impact of multiple new rules, draft guidance and policy proposals that override the Bayh Dole Act (including march-in rights based on price); Secretary Lutnick’s proposal that the government should seize 50% of academic royalties resulting from licensing federally funded inventions; new NIH licensing guidelines (how will this impact universities); Commerce’s march-in letter to Harvard.
12:00
12:30
Issue 4:
Patent damages: Impact of Ecofactor; Rex Medical – lessons learned; Why is the Federal Circuit reversing so many large damages awards? Apportionment and Comparable licenses – what are safe, reliable approaches
12:30
1:50
Lunch and Fireside Chat
2:00
3:00
Issue 5:
PTAB in the Squires/Stewart Era: Bifurcation and discretionary denials: is it good policy, is it helping with workload and staffing issues? Can the PTAB emerge as a central forum for patent validity adjudication? How PGR can be resurrected and redesigned to serve as a quality check the AIA originally envisioned? What structural and institutional reforms are needed to attract, retain, and empower APJs? Should PTAB have rotating commissioners, like the USITC, to increase its independence? New notice of proposed rulemaking. PREVAIL Act.
3:00
3:45
Issue 6:
Developments in litigation finance and insurance: Shift toward transparency (when and why disclosure is warranted). Use of AI and data analytics to assess case viability. Viability of judgment preservation insurance. New insurance offerings.
3:45
4:30
Issue 7:
How to effectively mediate patent cases: Pros/cons of mediation; is it worth pursuing and if so when and how? Various mediation offerings from ADR providers, and which offer advantages over others.
4:30
5:00
Issue 8:
Socio-economic benefits economies can achieve through IP protection: Is there a correlation between effective IP protection and a strong economy; what impact do strong IP rights have on foreign and domestic investment; how does it impact global competitiveness and the race with China?
Tuesday, February 17th
8:00
9:00
Breakfast
9:00
9:45
Issue 9:
Issue 9: Standard Essential Patents: What issues are impacting SEPs? What are best practices for the licensing of SEPs and operation of pools? Who has the better policy in the tussle between the UPC and UK courts with respect to granting of “interim license”? What should we take from the UKIPO’s consultation on regulator rate setting and injunctions, given the recent abandonment of similar regulations by the EU?
9:45
10:30
Issue 10:
The success of the EU patent courts: Emergence of the UPC and EU patent courts as the dominant venues for patent infringement adjudication (why is it and will the trend continue?). Impact of Regeneron and Bayer preliminary injunction spanning 23 countries. Tension between the UK interim license law and UPC jurisdiction. Update on harmonization efforts.
10:30
11:30
Issue 11:
Mistakes in patent prosecution that affect litigation outcomes: What are the top three pitfalls to avoid and how to avoid them?
11:30
12:00
Patent Agenda for the 120th Congress
12:00
Closing remarks
Phoenix Issues (by year)
| Document | Type | Tags | Year |
|---|---|---|---|
2025 Phoenix Issues br> |
Institute Agendas | 2025 |
|
2024 Phoenix Issues br> |
Institute Agendas | 2024 |
|
2023 Phoenix Issues br>A document listing the Phoenix Issues for 2023. |
Institute Agendas | 2023 |
|
2022 Phoenix Issues br>A document listing the Phoenix Issues for 2022. |
Institute Agendas | 2022 |
|
2021 Phoenix Issues br>A document listing the Phoenix Issues for 2021. |
Institute Agendas | 2021 |
|
2020 Phoenix Issues br>A document listing the Phoenix Issues for 2020. |
Institute Agendas | 2020 |
|
2019 Phoenix Issues br>A document listing the Phoenix Issues for 2019. |
Institute Agendas | 2019 |
|
2018 Phoenix Issues br>A document listing the Phoenix Issues for 2018. |
Institute Agendas | 2018 |
|
2017 Phoenix Issues br>A document listing the Phoenix Issues for 2017. |
Institute Agendas | 2017 |
|
2016 Phoenix Issues br>A document listing the Phoenix Issues for 2016. |
Institute Agendas | 2016 |
