Mylan, Inc.v.Beaufort County AllergyDownload PDFTrademark Trial and Appeal BoardJun 19, 2013No. 91195868 (T.T.A.B. Jun. 19, 2013) Copy Citation THIS OPINION IS NOT A PRECEDENT OF THE T.T.A.B. Mailed: June 19, 2013 Oral Hearing: June 12, 2013 UNITED STATES PATENT AND TRADEMARK OFFICE _____ Trademark Trial and Appeal Board ______ Mylan, Inc. v. Beaufort County Allergy _____ Opposition No. 91195868 to application Serial No. 77936427 _____ Harvey Freedenberg of McNees Wallace Nurick LLC for Mylan, Inc. Anthony M. Verna III of Kravitz Verna LLC for Beaufort County Allergy. ______ Before Seeherman, Zervas and Wellington, Administrative Trademark Judges. Opinion by Wellington, Administrative Trademark Judge: Beaufort County Allergy applied to register in standard characters on the Principal Register the mark EPI-KEY based upon an allegation of a bona fide intent to use the mark in commerce for “medical devices for treating patients with allergies who are at risk of experiencing anaphylaxis” in International Class 10.1 1 Application Serial No. 77936427 was filed on February 16, 2010. Opposition No. 91195868 2 Registration has been opposed by Mylan, Inc. (“opposer”). In its notice of opposition, as amended, opposer asserts that “since at least as early as 1978, opposer, through it and its predecessors, has been, and is now, using the EPIPEN mark throughout the United States in connection with auto-injectors and injectable pharmaceuticals for treatment of anaphylactic reactions”; that it is the owner of several registrations and applications for EPI-formative marks; that its registered EPIPEN mark, in particular, is famous and acquired such fame prior to the filing date of the application; that “applicant’s EPI-KEY mark is confusingly similar to [opposer’s] EPIPEN mark”; that “applicant’s medical devices for treatment of anaphylaxis are identical to Opposer’s medical devices used in the treatment of anaphylactic reactions” and will be offered to the same consumers in the same trade channels; and, in view of the above, “applicant’s use of the [EPI-KEY] mark is likely to cause confusion, to cause mistake or to deceive the consuming public as to the source, sponsorship or affiliation of [the] goods.”2 Opposer submitted with its notice of opposition, thereby 2 Opposer also asserted a second claim of “dilution by blurring”; however, it did not pursue this claim at trial or argue it in its appeal brief. At oral hearing, opposer confirmed that it does not rely on this ground. Accordingly, the claim is considered waived has not been given further consideration. For the same reasons, opposer’s allegation that it has a “family” of marks has been deemed to be waived. Opposition No. 91195868 3 making them of record, Office electronic database copies of its pleaded registrations, including: EPIPEN (Reg. No. 1124454) for “hypodermic injectors” in International Class 10;3 and EPIPEN (Reg. No. 1479294) for “injectable pharmaceuticals for treatment of anaphylactic reactions to insect stings” in International Class 5.4 Applicant's answer to the notice of opposition, as amended, contains admissions with respect to opposer’s ownership of the asserted registrations and applications, including the incontestability of opposer’s EPIPEN registrations. Otherwise, applicant denies or states it is without sufficient information to admit or deny the remaining pertinent allegations of the opposition. Description of the Record The record in this case consists of the pleadings and the file of the involved application. Opposer submitted the testimony, with corresponding exhibits, of: Lauren Kashtan, Senior Manager of Communications for Mylan Specialty (a subsidiary of opposer); Jeffrey B. Drews, Senior Director of Accounting for opposer; and Thomas Hadley, Executive Director of Global Marketing for Mylan Specialty. 3 Issued on August 28, 1979; Section 8 and 15 affidavits accepted and received, respectively; registration renewed twice. 4 Issued on March 8, 1988; Section 8 and 15 affidavits respectively accepted and received; renewed. Opposition No. 91195868 4 Also, during its assigned testimony period, opposer filed a notice of reliance upon the following: Office database copies of its pleaded registrations (for marks EPIPEN, EPIPEN JR. 2-PAK, EPIPEN 2-PAK) and applications (for marks EPIPEN-READY, EPIPEN-PREPARED, EPI-PREPARED, EPIPEN-PREPARED, EPI-SET, and EPICARD); portions of testimony from the Rule 30(b)(6) discovery deposition taken of applicant through its designated witness, Thomas C. Beller, M.D., and certain exhibits; various internet materials, including dictionary definitions and other references, news articles, and informational website columns; “expert reports” from five physicians for purposes of “refut[ing] applicant’s claim that the term ‘Epipen’ has become generic for epinephrine autoinjectors and to support [opposer’s] contention that the mark has become famous”;5 copies of Office database prosecution docket history sheets for seven Board proceedings involving opposer and third parties; a copy of a third party’s stipulation to amend the identification of goods in two of its applications that were subject to an opposition proceeding brought by opposer herein; and copies of applicant’s responses to opposer’s interrogatories. 5 These reports generally may not be properly introduced via notice of reliance. See TBMP Section 704.20 et seq. However, the parties stipulated to their introduction in lieu of expert testimony (stipulation filed September 21, 2012). Accordingly, we have considered these reports. Opposition No. 91195868 5 Applicant did not take testimony or offer any other evidence during its assigned testimony period. Both opposer and applicant filed trial briefs and an oral hearing took place on June 12, 2013. Opposer’s Standing Because opposer has properly made its pleaded registrations of record, we find that opposer has established its standing to oppose registration of applicant’s mark. See Cunningham v. Laser Golf Corp., 222 F.3d 943, 55 USPQ2d 1842 (Fed. Cir. 2000); and Lipton Industries, Inc. v. Ralston Purina Co., 670 F.2d 1024, 213 USPQ 185 (CCPA 1982). In addition, through the testimony of Ms. Kashtan and its other witnesses, opposer has established that it is a large pharmaceutical company and uses the EPIPEN mark in connection with epinephrine auto-injectors. We turn then to opposer’s claim of priority and likelihood of confusion. Priority of Use Because opposer’s pleaded registrations are of record, Section 2(d) priority is not an issue in this case as to the marks and goods covered thereby. See King Candy Co. v. Eunice King’s Kitchen, Inc., 496 F.2d 1400, 182 USPQ 108 (CCPA 1974). Opposition No. 91195868 6 We note, however, that the aforementioned registrations for the mark EPIPEN cover the goods “hypodermic injectors” and “injectable pharmaceuticals for treatment of anaphylactic reactions to insect stings,” but do not cover goods constituting the combination of these goods. In other words, the registrations are not for an auto-injector which actually contains pharmaceuticals for the treatment of anaphylactic reactions to insect stings (or other causes). In spite of the registrations not covering goods that combine the auto-injectors with pharmaceuticals for treatment of allergic reactions, opposer has established through the testimony of Ms. Kashtan, with accompanying exhibits, that it began using the mark EPIPEN on epinephrine auto-injectors since 1987, and therefore has established its common law rights in this mark for these goods since that date. Kashtan 39:11-17. For priority purposes in this proceeding, the earliest date that applicant can rely upon is the filing date of its application, February 16, 2010. Accordingly, opposer has established prior rights in the mark EPIPEN on epinephrine auto-injectors. Likelihood of Confusion Our likelihood of confusion determination under Section 2(d) is based on an analysis of all of the facts in evidence that are relevant to the factors bearing on the likelihood of confusion issue. See In re E. I. du Pont de Nemours & Opposition No. 91195868 7 Co., 476 F.2d 1357, 177 USPQ 563 (CCPA 1973). See also Palm Bay Imports, Inc. v. Veuve Clicquot Ponsardin Maison Fondee En 1772, 396 F.3d 1369, 73 USPQ2d 1689 (Fed. Cir. 2005); In re Majestic Distilling Company, Inc., 315 F.3d 1311, 65 USPQ2d 1201 (Fed. Cir. 2003); and In re Dixie Restaurants Inc., 105 F.3d 1405, 41 USPQ2d 1531 (Fed. Cir. 1997). For purposes of our likelihood of confusion determination, we will concentrate our discussion on opposer’s established common law rights in the mark EPIPEN on epinephrine-containing auto-injectors. Of opposer’s rights in various marks, through its pleaded registrations and acquired common law rights, the EPIPEN mark being used on such goods bears the closest resemblance to the mark and goods in the subject application. Fame of Opposer’s EPIPEN Mark We begin our likelihood of confusion analysis with the fifth du Pont factor, which requires us to consider evidence of the fame of opposer’s mark and to give great weight to such evidence if it exists. See Bose Corp. v. QSC Audio Products Inc., 293 F.3d 1367, 63 USPQ2d 1303 (Fed. Cir. 2002); Recot Inc. v. Becton, 214 F.3d 1322, 54 USPQ2d 1894 (Fed. Cir. 2000); and Kenner Parker Toys, Inc. v. Rose Art Industries, Inc., 963 F.2d 350, 22 USPQ2d 1453 (Fed. Cir. 1992). Fame of an opposer’s mark or marks, if it exists, plays a “dominant role in the process of Opposition No. 91195868 8 balancing the DuPont factors,” Recot, 214 F.3d at 1327, 54 USPQ2d at 1456, and “[f]amous marks thus enjoy a wide latitude of legal protection.” Id. This is true as famous marks are more likely to be remembered and associated in the public mind than a weaker mark, and are thus more attractive as targets for would-be copyists. Id. Indeed, “[a] strong mark … casts a long shadow which competitors must avoid.” Kenner Parker Toys, 963 F.2d at 353, 22 USPQ2d at 1456. A famous mark is one “with extensive public recognition and renown.” Bose Corp. v. QSC Audio Products Inc., supra, 63 USPQ2d at 1305. Upon careful review of the record in this case, we are not persuaded that opposer’s mark is truly famous for likelihood of confusion purposes, but it must be regarded, at the very least, as a very strong mark. Opposer has marketed and sold its EPIPEN epinephrine auto-injectors for nearly thirty years, both to medical professionals who prescribe the devices and to consumers purchasing the goods. Opposer has used various media outlets, including television and major print magazines, to advertise its EPIPEN mark. The Hadley testimony divulging sales and advertising figures for opposer’s EPIPEN epinephrine auto-injectors has been designated as confidential; however, we can characterize them as quite impressive. Opposer’s EPIPEN mark has received unsolicited coverage or referencing in trade journals and publications as well as newspapers and magazines in general circulation. Perhaps most important, opposer’s sales and advertising efforts are given context Opposition No. 91195868 9 through the testimony of Mr. Hadley who testified that opposer’s EPIPEN epinephrine auto-injector enjoys a market share of 95% or better.6 On this record, we find that EPIPEN has achieved a high degree of recognition and is, at a minimum, a very strong mark for purposes of our likelihood of confusion determination. Although we decline to find the mark famous, it is entitled to a broad scope of protection. In addition, we further note that the record is devoid of any evidence showing use of similar EPI-formative marks in connection with similar products. Rather, opposer introduced evidence reflecting its efforts in policing against any perceived third-party attempts to register what opposer believes were similar EPI-formative marks. The Goods We turn then to our consideration of the similarities or dissimilarities between the parties’ goods. The issue remains, of course, not whether purchasers would confuse the goods, but rather whether there is a likelihood of confusion as to the source thereof. In re Rexel Inc., 223 USPQ 830 (TTAB 1984). Here, applicant’s identification of goods, “medical 6 In his testimony, Mr. Hadley actually states that opposer possesses a “99 percent or greater” market share. Hadley 7:2. In its brief, opposer states 95 percent market share. Brief, p. 18. Opposition No. 91195868 10 devices for treating patients with allergies who are at risk of experiencing anaphylaxis,” encompasses opposer’s EPIPEN- branded epinephrine auto-injectors. Opposer’s witnesses have testified that the EPIPEN is “a prescription drug product” more specifically described as “an epinephrine auto-injector that’s administered into the thigh when someone goes into anaphylaxis.” Kashtan 7:24-24 and 8:4-6. At oral hearing, counsel for applicant conceded the parties’ goods may both be described as epinephrine auto-injectors used to treat anaphylaxis. Because of the identity of the goods, this du Pont factor weighs heavily in favor of a finding of likelihood of confusion. Channels of Trade and Classes of Purchasers Because the parties’ goods are proven and conceded by applicant to be identical, we must presume that the channels of trade and classes of purchasers are the same. See In re Smith and Mehaffey, 31 USPQ2d 1531, 1532 (TTAB 1994) (“Because the goods are legally identical, they must be presumed to travel in the same channels of trade, and be sold to the same class of purchasers”). Applicant’s identification of goods is not limited in these respects; thus, any possible trade channels or classes of purchasers for applicant’s goods must be deemed to be the same as the Opposition No. 91195868 11 established consumer classes and trade channels of opposer’s EPIPEN goods. Thus, the du Pont factors involving trade channels and classes of purchasers also favor a finding of likelihood of confusion. The Marks We turn then to the first du Pont factor, i.e., whether applicant’s mark and opposer’s mark are similar or dissimilar when viewed in their entireties in terms of appearance, sound, connotation and commercial impression. See Palm Bay Imports, Inc. v. Veuve Clicquot, supra. The test, under the first du Pont factor, is not whether the marks can be distinguished when subjected to a side-by-side comparison, but rather whether the marks are sufficiently similar in terms of their overall commercial impression that confusion as to the source of the goods offered under the respective marks is likely to result. Further, "[w]hen marks would appear on virtually identical ... [goods or] services, the degree of similarity [of the marks] necessary to support a conclusion of likely confusion declines." See Century 21 Real Estate Corp. v. Century Life of America, 970 F.2d 874, 23 USPQ2d 1698 (Fed. Cir. 1992), cert. denied, 506 U.S. 1034 (1994). See also ECI Division of E-Systems, Inc. v. Environmental Communications Inc., 207 USPQ 443, 449 (TTAB 1980). Opposition No. 91195868 12 In this case, opposer’s EPIPEN mark is very similar to applicant’s EPI-KEY mark in that both share the identical prefix EPI, following by a single-syllable term describing the shape of the product.7 While the prefix EPI will likely be understood by consumers as suggestive of epinephrine, there is no evidence showing that this term is merely descriptive, such that we should give more weight to the portion of the mark that indicates the shape of the respective product. Rather, because both marks employ a common syntax (EPI followed a by a term describing the shape of the goods), they create a very similar commercial impression. When both marks are viewed in their entireties in the context of auto-injectors for treating anaphylaxis, they both, in a similar manner, suggest goods containing epinephrine which are in the shape of a small pocket-size item, namely, a pen or a key. In sum, the marks are more similar than dissimilar for purposes of our likelihood of confusion determination. This du Pont factor also favors a finding of likelihood of confusion. Conditions of Purchase and Sophistication of Consumers At oral hearing, counsel for applicant argued that confusion is unlikely because opposer’s goods are sold by 7 The record shows that opposer’s auto-injectors are shaped, more or less, like a pen. At oral hearing, applicant conceded that Opposition No. 91195868 13 prescription, not over the counter, and applicant’s goods would be sold in the same manner. Counsel argued that it would therefore be very unlikely for the person receiving a prescribed epinephrine auto-injector to receive the goods of the other party. Applicant also argued in its brief that “both [applicant’s and opposer’s] products are or will be governed by prescriptions (state and Federal laws), so that consumers will not receive the product that is unwanted.” Brief, p. 16. We initially note that applicant has not submitted any evidence supporting its aforementioned arguments. The parties are in agreement, however, that their respective goods are (or will be) sold only with a physician’s prescription. Thus, we find that the goods will be distributed to the end-user in an environment in which an above-normal degree of care will presumably be exercised. Nevertheless, this certainly does not negate the likelihood of confusion. Courts have acknowledged the role of the patient in choosing prescription medication, stating that “[w]hile doctors and pharmacists play a gate-keeping role between patients and prescription drugs, they are not the ultimate consumers. Patients are. Courts have noted that drugs are increasingly marketed directly to potential patients through, for example, ‘ask-your-doctor-about-Brand- the term “key” is intended as being suggestive of the shape of Opposition No. 91195868 14 X’ style advertising.” Kos Pharmaceuticals Inc. v. Andrx Corp., 369 F.3d 700, 70 USPQ2d 1874 (3d Cir. 2004). And, “[w]here both professionals and the general public are relevant consumers, ‘the standard of care to be exercised … will be equal to that of the least sophisticated consumer in the class.”’ Id. at 716. The record in this proceeding corroborates the type of marketing contemplated in Kos Pharmaceuticals; opposer has demonstrated that it markets its EPIPEN epinephrine auto-injectors to both the physicians prescribing the goods as well as to the persons purchasing the goods at pharmacies. Opposer’s proposed scenario of “a consumer might visit her physician and request a prescription for a specific auto-injector, based on an advertisement she encountered” is certainly plausible. Brief, p. 13. Given the similarities of the marks, the fact that there is no evidence of third-party use of EPI- formative marks, and the extent of advertising and sales of opposer’s EPIPEN auto-injectors, the patients (or parents of minor patients) may mistakenly request a prescription for the wrong auto-injector; for the same reasons, it is also likely that consumers may mistakenly believe that EPI-KEY auto-injectors originate from the same company that makes EPI-PEN auto-injectors. As far as the prescribing doctors are concerned, and to the extent they are considered applicant’s goods. Opposition No. 91195868 15 sophisticated consumers in the selection of different branded auto-injectors, they too may assume a connection in source, i.e., that EPI-KEY auto-injectors originate from the same company that makes EPI-PEN auto-injectors. Sophisticated purchasers are not immune from source confusion, especially in cases such as the instant one involving similar marks and identical goods. Cunningham v. Laser Golf Corp., 222 F.3d 943, 55 USPQ2d 1842, 1846 (Fed. Cir. 2000). See In re Research Trading Corp., 793 F.2d 1276, 230 USPQ 49, 50 (Fed. Cir. 1986), citing Carlisle Chemical Works, Inc. v. Hardman & Holden Ltd., 434 F.2d 1403, 168 USPQ 110, 112 (CCPA 1970) (“Human memories even of discriminating purchasers...are not infallible.”). Finally, we keep in mind the obvious necessity to avoid confusion when it comes to the dispensing of prescription medications and that greater care should be taken in the use and registration of trademarks to assure that no harmful confusion results. See, e.g., Glenwood Laboratories, Inc. v. American Home Products Corp., 455 F.2d 1384, 173 USPQ 19 (CCPA 1972); Blansett Pharmacal Co. Inc. v. Carmrick Laboratories Inc., 25 USPQ2d 1473 (TTAB 1992); and Schering Corporation v. Alza Corporation, 207 USPQ 504 (TTAB 1980). In sum, in the absence of evidence supporting applicant’s arguments, we cannot say that the prescription- only condition of purchase avoids the likelihood of Opposition No. 91195868 16 confusion. Thus, although the fact that care will be exercised in the purchase of the goods, this is not sufficient to outweigh the other factors which favor opposer and a finding of likelihood of confusion. Summary In view of the foregoing, we find that opposer has established its standing to bring this proceeding; its priority of use; that its EPIPEN mark is strong and entitled to a broad scope of protection; that the parties’ respective goods are identical in that they both include epinephrine auto-injectors; and that consumers familiar with opposer’s EPIPEN goods, who then encounter applicant’s EPI-KEY mark being used on identical goods, are likely to be confused as to the source of the goods. DECISION: The opposition is sustained on the ground of priority and likelihood of confusion, and registration to applicant is refused. Copy with citationCopy as parenthetical citation