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$Nevro Corp. (NVRO)$ 是不是可以抄底了?

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Scot2018-07-25 17:59

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终于来了一个好消息吧,结果也会被当成坏消息

atongmu2018-07-25 14:25

Summary. After the close today (7/24), the judge in the BSX/NVRO patent litigation case ruled against NVRO on most issues and, as a result, rendered the November trial moot according to our patent consultant. This case will likely go up on appeal, but there will be no jury trial in his view. Even today, however, NVRO walks out holding the most important patent right: three patents that cover the method of using high-frequency stimulation without paresthesia. Those patents will continue to stop BSX from encouraging anyone in the US to practice the method according to our patent consultant. If BSX’s sales people suggest it, or BSX’s technical people lend a hand, or BSX’s instruction manuals explain it, then BSX is liable for encouraging infringement. Thus, NVRO still has a strong barrier against entry in the US. The method patents alone are enough, and they survive even now. The surviving patents are the ‘102, the ‘988, and the ‘472 patents.

Scot2018-07-25 13:45

没有被判无效的专利102,472,988专利是不是要提交陪审团,也不代表认定为有效吧?

atongmu2018-07-25 11:21

我觉得暴跌原因如下:
1.新闻稿断章取义,十分误导
2.有基金清仓导致一开始的暴跌,其它投资者在不知情的情况下恐慌抛盘。3.今天新闻的确很诡异,一直没有确切的消息出来,和之前情况都不同。看不到消息的暴跌才是最可怕的。


今天收盘前一小时我一直看着盘暴跌,收盘后才看到很语焉不详的报道。这种时候大家都往最坏的情况猜,毕竟5月份开始密集雷暴,都吓怕了。没看到新闻时,我一度猜是不是CFO此辞职导致市场认为财务造假,否则实在想不出什么消息能暴跌成这样。看到专利官司的消息后,我才略微松了口气。

Scot2018-07-25 11:15

这么看的话,这次的判罚结果比上次有利一些,昨天跌这么多,难道是市场成了惊弓之鸟?
不过你的新闻哪里看到的,我搜不到任何新的信息

atongmu2018-07-25 11:06

今天出炉的内容:


The remaining patents still can defend HF IP. As a reminder, the litigation originally dealt with seven patents: the '102, '125, '357, '472, '533, '842, and '988
patents, and in the draft ruling on July 5, the judge suggested only Claims 1 and 5 of the '472 patent and Claim 22 of the '842 patent would remain. Today's ruling was different and the judge indicated Claims 11, 21, and 23 of the '102 patent, Claims 1 and 5 of the '472 patent, and Claim 18 of the '988 patent from Nevro are not invalid (i.e. they are valid). Across these patents, Nevro still should be able to defend the 1.5-100 kHz frequency range, which we view as a definite positive. We note that the '102 patent is the patent that Boston tried unsuccessfully in the past (twice) to invalidate through the IPR process.

和我的观点一样,支持102专利很关键。

Scot2018-07-25 10:29

这次诉讼包含102专利吗?现在看到的都是判罚未侵犯专利,还没看到哪个专利侵权的判罚。

atongmu2018-07-25 10:21

我觉得今天的消息并不比之前的更差。新闻内容看来,tetative ruling没有支持的102专利的侵权主张在今天并没有被判无效。以前BSX两次尝试在专利局起诉102无效而告失败。这样看来102专利十分扎实。

Scot2018-07-25 10:01

你的这段话在哪里看到的?

atongmu2018-07-25 09:45

我认为这段话没有上下文,很可能是断章取义。否则违反英文语法。另外,法官之前还是明确表示支持其中一些侵权主张的,一下子全部推翻,不合情理。

希望早点能看到原文。

At the end of the day, even if the judge does think 5 of the 7 patents are invalid, the only fact that matters is that he also thinks it’s likely that Boston does infringe one or both of the final 2 patents, '473 and '842. Both patents have a combination of narrow and broad claims surrounding Nevro's HF10 therapy, so all Nevro needs is for the judge to declare infringement on one of their patents for Boston to be blocked from the market.