The thing is, even if they lose, the patent is still valid until after OLED's appeal which could take another year AND no single patent is able to make the stack that goes into a device AND even if they lose at the EPO the winners can only manufacture and sell in Europe. So, not a big win for anyone but OLED.
"no single patent is able to make the stack that goes into a device AND even if they lose at the EPO the winners can only manufacture and sell in Europe."
jimbo, I'm not sure what you're trying to say here. First you say "no single patent" but you seem to be referring to the whole stack rather than just the emissive layer. Then you say that a win would allow the opponents to manufacture and sell in Europe.
Just so that everyone's on the same page, UDC has four fundamental material patents in Europe
EP1394870 Fundamental phosphorescence patent
EP1449238 Organometallic iridium complexes in OLEDs
EP1252803 L2MX complexes
EP1933395 L2IrX complexes
Even if EP1449238 is completely invalidated this week (and there is no evidence that it will be), it would not allow anyone to manufacture and sell in Europe. All four of the above patents would have to be invalidated. Asensio is trying to fool the gullible into thinking that UDC's business hinges on a single patent.
Samsung's license agreement is not tied to patent litigation outcome.
Whoever shorted this stock after Assenio predictions maybe in some surprise very soon.
Oral hearings in EP court are on 21-22 and even if judge decision will not be available right away I think people who attend the court would get the hints from the discussions there.
That's why I think this 2% pull back is designed by MM in preparation for short squeeze on the news.