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T-476-71
Domco Industries Limited (Plaintiff) v.
Armstrong Cork Canada Limited, Armstrong Cork Company, Armstrong Cork Industries Lim ited, Armstrong Cork Inter-Americas Inc., Con- goleum-Nairn Inc., Congoleum Industries, Inc. and Congoleum Corporation (Defendants)
Trial Division, Mahoney J.—Toronto, March 11 and 12; Ottawa, March 21, 1980.
Patents — Infringement — Plaintiff is the non-exclusive licensee of patentee, which had settled with the infringer of the patent — Whether plaintiff has an independent right of action against infringer — If the plaintiff has an independent right of action, is the remedy of an accounting of profits available to it? — Was the infringer freed of any claim for infringement by the patentee settling its claim against it and/or by the patentee granting a licence to a third- party? — Action allowed in part — Plaintiff entitled to damages — Patent Act, R.S.C. 1970, c. P-4, ss. 57, 59.
The plaintiff is the non-exclusive licensee of the patentee, Congoleum. The defendant Armstrong admits that it infringed the patent. This action was started with Congoleum and Domco as plaintiffs and Armstrong as defendant. Subsequently senior officers of Congoleum and Armstrong executed a memorandum of understanding wherein the parties agreed to settle the dis pute. A second memorandum was later executed, and it pro vided for the execution of minutes of consent, which would contain a consent to judgment. Notwithstanding••Congoleum's undertaking to have Domco execute the minutes of consent, Domco refused to execute them. On Congoleum's application, judgment issued, and the three Congoleum companies were removed as plaintiffs and added as defendants and the plead- ings were extensively amended. Also, Congoleum granted a non-exclusive licence to a third party to sell the product in Canada. The following are the issues:- whether or not the non-exclusive licensee has an independent right of action against an infringer; if so, is the remedy of an accounting of profits available to it? and, was the infringer freed of any claim for infringement by the patentee settling its claim against it and/or by the patentee granting a licence to a third party?
Held, the action is allowed in part. Domco is entitled to recover damages from Armstrong. Whatever the quality of its licence to manufacture and sell, Domco has a right of action in respect of Armstrong's infringement of Congoleum's patent, whether by manufacture or importation and sale. The existence of a licensed third party is immaterial except, perhaps, as to proof of its damages. If Domco can prove that it lost sales of a product, which it would otherwise have made in Canada, as a result of Armstrong's infringement of the patent, Domco is entitled to damages. Armstrong is free of any claim for infringement for the period covered by the memorandum of understanding, which licensed Armstrong to do what would otherwise have been infringement after the date of the memo-
randum. However, Congoleum did not purport to release Arm- strong from its liability to Domco for the infringement commit ted before the date of the memorandum. Quite the contrary; the separate acquiescence of Domco was expressly contemplat ed. The payment does not have any significance of its own; it is part and parcel of the first agreement. Subsection 59(1) would appear to vest the Court with discretion to give a non-exclusive licensee the right to elect an accounting of profits as an alternative to damages. It may be that circumstances would support such an exercise of discretion, but in this instance Domco should be refused the option of an accounting of profits.
American Cyanamid Co. v. Novopharm Ltd. [1972] F.C. 739 reversing [1971] F.C. 534, followed. Flake Board v. Ciba Court No. A-191-73, referred to. Neilson v. Betts (1871-72) L.R. 5 H.L. 1, referred to. Ciba Corp. v. Decorite IGAV (Canada) Ltd. (1971) 2 C.P.R. (2d) 124, referred to. Rawlings v. National Molasses Co. (1968) 158 USPQ 14 (Court of Appeals, Ninth Circuit), referred to. The Duplan Corp. v. Deering Milliken Research Corp. (1975) 186 USPQ 369 (Court of Appeals, Fourth Circuit), referred to.
ACTION. COUNSEL:
D. Sim, Q.C. and R. Hughes for plaintiff.
D. Watson, Q.C. for defendant Armstrong Cork Canada Limited.
D. MacOdrum for defendant Congoleum- Nairn Inc.
SOLICITORS:
D. Sim, Q.C., Toronto, for plaintiff.
Gowling & Henderson, Ottawa, for defendant
Armstrong Cork Canada Limited.
Lang, Michener, Cranston, Farquharson & Wright, Toronto, for defendant Congoleum- Nairn Inc.
The following are the reasons for judgment rendered in English by
MAHONEY J.: The issues are set forth with some particularity in the agreement as to facts and issues, hereinafter "the agreement", filed herein but may be stated broadly as follows:
1. Does the non-exclusive licensee of a patentee have an independent right of action against an infringer?
2. If so, is the remedy of an accounting of profits available to it?
3. In the particular circumstances, was the infringer freed of any claim for infringement by the patentee settling its claim against it and/or by the patentee granting a licence to a third party?
Questions as to the extent of the infringement, the damages flowing from it or the profits arising from it are to be subject of a reference. The action was tried together, on common evidence, with action no. T-1209-71, which, as now constituted, bears an identical style of cause. The evidence consists entirely of agreed facts and admissions in the pleadings. The validity of the patent and its infringement are admitted.
The plaintiff, hereinafter "Domco", was, at all material times, licensee of the patentee of Canadi- an Letters Patent No. 764,004 issued July 25, 1967, and entitled "Textured Foam Products". There is now no material distinction to be made within the two groups of defendants. The four first named defendants, hereinafter "Armstrong", were, collectively, the infringer. The three last named, hereinafter "Congoleum", were, successively, the patentee.
A good deal of what is particularized in the agreement is not material to the issues I must decide. Some of those facts will be relevant to the matters to be considered on the reference. Some would be most material if I were able to accept the argument that I am not bound by the majority decision of the Federal Court of Appeal in Ameri- can Cyanamid Co. v. Novopharm Ltd.' Those facts are on the record for the referee and for any court not bound by that decision and I see no advantage in fully setting them out or summariz ing them except to the extent necessary to put my decision in what I hope will be comprehensible factual frame.
The term "chemically embossed product" is defined in the agreement as:
[1972] F.C. 739; (1973) 7 C.P.R. (2d) 61, reversing [1971] F.C. 534; (1972) 3 C.P.R. (2d) 206.
chemically embossed floor covering which and the process for making which fall within at least some of the claims of the patent in issue.
I shall refer to it as the "product".
By the licensing agreement, made July 8, 1966, Congoleum granted Domco, inter alia, "a restrict ed non-exclusive right and license to make, use and sell" the product in Canada. For the first five years, Congoleum would not grant a third party a licence to manufacture the product in Canada and for the first three years, it would not itself manu facture the product in Canada. In August, 1967, Domco began manufacturing the product in Canada, which it continues to do to this day. Most of what it makes is sold in Canada.
Armstrong infringed the patent in the following respects:
1. By importing and selling product made in the United States of America from a date prior to July 8, 1966, the date of Domco's licence, until not later than April 5, 1974, when it was enjoined by a United States court from export ing the product.
2. By manufacturing and selling product in Canada between April 26, 1968, and September 1, 1976, when it ceased in compli ance with the memorandum of understanding with Congoleum hereinafter referred to.
Armstrong's product on hand as of July 25, 1967, the date of issue of the patent, is not subject of Domco's claim, being entitled to the benefit of section 58 of the Patent Act. 2
This action was commenced May 3, 1968, and action T-1209-71 was commenced August 25, 1970, with Congoleum and Domco as plaintiffs and Armstrong as defendant. Actions involving the corresponding United States patent were taken there by Congoleum against Armstrong.
On March 9, 1976, a handwritten document entitled "memorandum of understanding", was signed by senior officers of Congoleum and Arm
2 R.S.C. 1970, c. P-4.
strong. It provided for payment of $35,000,000 (U.S.) to Congoleum and, inter alia,
2. Final settlement of the following (dismissal with prejudice)
Canada - Congoleum v. Armstrong
Permanent injunction commencing Sept. 1, 1976
- right of Armstrong to make and sell up to that date.
It is agreed that the testimony of those officers, if called as witnesses, would have been that it was their understanding and intention on March 9, 1976, to dispose completely of
... all claims each might have against the other in the United States litigation and in the Canadian litigation and to permit ARMSTRONG to make in Canada and sell CHEMICALLY EMBOSSED PRODUCT up to September 1, 1976 (which date was subsequently extended to the end of 1976 by the Memorandum of Understanding of Schedule H) at which date an injunction would become effective, so as to enable ARMSTRONG to effect an orderly termination of the manufacture and sale of the CHEMICALLY EMBOSSED PRODUCT which was the subject of the action.
The further memorandum of understanding was signed in February, 1977. It is a professionally drawn document that recites the "conclusion" of litigation in the U.S. and Canada including this action and action No. T-1209-71; payment of the $35,000,000 (U.S.) and provides, inter alia:
4. The parties to T-476-71 and T-1209-71 will enter into minutes of consent in the form attached. Congoleum under takes to obtain such action by its subsidiaries and affiliates and by Domco Industries, Ltd. Armstrong undertakes to obtain such action by its subsidiaries and affiliates and represents that it is authorized to take such action on behalf of Trimont Building Supplies, Ltd.
It also provides that product made by Armstrong in Canada on or before August 31, 1976,
shall be free of any claim by Congoleum for patent infringe ment. Such floor covering used or sold in Canada by or on behalf of Armstrong ... shall also be free of any claim by Congoleum for patent infringement.
The minutes of consent referred to in paragraph 4 follows:
MINUTES OF CONSENT
1. Plaintiffs release the defendants from all claims for recov ery of money because of infringement of Canadian Patent 764,004 arising out of manufacture prior to 1st September 1976 and arising out of use or sale prior to 1st January 1977.
2. The parties hereto consent to judgment in the terms of Exhibit A hereto without prejudice to the rights of the parties in any other jurisdiction.
3. The parties understand that this action to the extent that it is based on Petry Canadian Patent No. 664,322 be discontinued without costs, such discontinuance being effective immediately in advance of the entry of judgment in this action.
Solicitors for the Plaintiffs Congoleum-Nairn Inc., Congoleum Industries, Inc. and Congoleum Corporation.
Solicitors for the Plaintiff Domco Industries Ltd.
Solicitors for the Defendants
Domco refused to execute the minutes of con sent. On February 20, 1978, on Congoleum's application, judgment issued substantially in the form annexed to the minutes of consent. The three Congoleum companies were then removed as plaintiffs and added as defendants and the plead- ings extensively amended.
Effective January 1, 1970, Congoleum granted a third party a non-exclusive licence to sell product in Canada, Effective January 1, 1974, the third party was licensed to manufacture it in Canada as well. It has, in fact, sold, but has not manufac tured, product in Canada.
In American Cyanamid Co. v. Novopharm Ltd., the plaintiff was the non-exclusive licensee of a patentee which had sued the same defendant for infringement but had not joined the licensee as a plaintiff in its action. The defendant moved under Rule 419 to strike out the licensee's statement of claim on the ground that it disclosed no reasonable cause of action because a non-exclusive licensee has no right to sue under section 57 of the Patent Act.
57. (1) Any person who infringes a patent is liable to the patentee and to all persons claiming under him for all damages sustained by the patentee or by any such person, by reason of such infringement.
(2) Unless otherwise expressly provided, the patentee shall be or be made a party to any action for the recovery of such damages.
Noël A.C.J. agreed and held "The plaintiff having no status in this action, it shall be dismissed with costs against it". That decision was appealed and, by a majority decision, the appeal was allowed.
The dissenting judgment of Jackett C.J. is exhaustive and, with a substitution of the particu lar facts in this action for those then considered, is a fair summary of the defendants' arguments on this issue except that the defendants also say that I am not bound by the decision of the majority, Bastin and Sweet D.JJ. The basis for that submis sion is that the appeal was concerned only with a motion to strike whereas the matter is now before the Court on its merits.
The Court of Appeal was unanimous in holding that a non-exclusive licensee is a person claiming under the patentee within the meaning of those words as used in subsection 57(1). It was only after that that Jackett C.J. parted company with his brethren. He held [at page 758] that:
... a Statement of Claim whereby a non-exclusive licensee claims damages for infringement of a patent does not disclose an arguable cause of action unless facts are pleaded upon which it can at least be argued that there was some interference with the rights held by the plaintiff under the patentee by reason of the defendant's alleged infringement of the patent.
Bastin D.J. said [at pages 763-764]:
It is a cardinal principle of interpretation that the ordinary and grammatical sense of the words be adhered to unless this would lead to manifest absurdity. Parliament could not have used words with a more comprehensive meaning than those found in this section:
[57(1)] ... all persons claiming under him (the patentee) for all damages sustained ... by any such person, by reason of such infringement.
As the Associate Chief Justice stated in his judgment, "The right of a licensee to sue is purely statutory". It follows that the intention of Parliament must be ascertained from the words of the statute. The Court is not justified in reading into the plain meaning of this section qualifications which Parliament could have expressly provided if that was the intention.
It can hardly be questioned that the diminution in the volume of his sales due to sales by an infringer can result in a loss to a non-exclusive licensee. It might be argued that Parliament never contemplated compelling an infringer to compensate a non-exclusive licensee for such de facto damages but intended
to restrict damages for which an infringer is liable to those of a person whose rights were directly infringed by the particular act of infringement. On this reasoning, a bare licensee has merely permission to make use of the patent and, unless his freedom to exercise this permission is interfered with, he cannot complain. On the other hand, an exclusive licensee has been granted a monopoly and an infringement of the patent directly affects this legal right. This may appear a logical argument but the answer is that the right of any licensee to collect damages is purely statutory and, if Parliament had intended to distinguish between an exclusive and a non-exclusive licence, it would have made this clear. Since Parliament has made no such distinction, it follows that all licensees should be treated alike.
As the law now stands, the only qualification to enable a licensee to sue is actual loss attributable to the infringement. Damages are the gist of the action and these can only be determined in the trial.
Sweet D.J. concluded [at page 769]:
I am of opinion that by section 57(1) Parliament, by apt and adequate wording, has accomplished and implemented an intention to create a right in a non-exclusive licensee to recover from a person who infringes a patent, in respect of any matter relevant to his licence, damages in compensation for the licen see's loss by reason of such infringement.
Leave to appeal to the Supreme Court of Canada was granted; however, that appeal was not heard, settlement having intervened.
In Flake Board v. Ciba, 3 another application to strike, in a unanimous decision delivered by Jack- ett C.J., the Federal Court of Appeal held itself bound to apply American Cyanamid Co. v. Novopharm Ltd. Leave to appeal that decision was refused by the Supreme Court of Canada. 4
I am unable to accept the defendants' submis sion that I am not bound by the decision in American Cyanamid Co. v. Novopharm Ltd. It is not a judgment, as some are, which merely says the action ought not have been terminated sum marily because the matter was not so clear that the plaintiff should be deprived of an opportunity to have it tried. Rather, it is a decision that has
3 Unreported decision rendered February 7, 1974, Court No. A-191-73.
4 [1974] S.C.R. viii.
determined not only that the statement of claim ought not have been struck out but, very clearly, that it did indeed disclose a reasonable cause of action. The Court of Appeal has considered the issue and decided it and I am bound by that decision.
The issue of whether or not Domco has a right of action against Armstrong was put in the agree ment as a series of seven questions, occupying four and a half typed, double spaced, foolscap pages dealing with different time periods and activities as follows:
1. Between July 25, 1967, when the patent issued, and April 21, 1968, when Armstrong began manufacturing product in Canada, Arm- strong having, during the period, imported and sold product here.
2. Between April 21, 1968, and July 8, 1969, when the three-year period in Domco's licence expired.
3. Between July 8, 1969, and January 1, 1970, when the licence to the third party to sell in Canada came into effect.
4. Between January 1, 1970, and July 8, 1971, when the five-year period in Domco's licence expired.
5. Between July 8, 1971, and January 1, 1974, when the licence to the third party to manufac ture in Canada came into effect.
6. Between January 1, 1974, and March 9, 1976, when the memorandum of understanding was signed by the officers of Armstrong and Congoleum.
7. Between March 9, 1976, and September 1, 1976, when Armstrong ceased all sale and manufacture of product in Canada.
Except as to the period in the seventh question, the distinctions are of no significance in the result. Whatever the quality of its licence to manufacture and sell, Domco has a right of action in respect of Armstrong's infringement of Congoleum's patent, whether by manufacture or importation and sale. The existence of a licensed third party is immateri al except, perhaps, as to proof of its damages. If Domco can prove that it lost sales of product, which it would otherwise have made in Canada, as a result of Armstrong's infringement of the patent, Domco is entitled to damages. I conclude that
"yes" is the answer to all of the questions from 1(a) to 6(d), inclusive.
Question 7 is really an aspect of the third issue rather than the first. The effect of the settlement reached March 9, 1976, was to license Armstrong to manufacture the product until September 1 and to sell what it had on hand on March 9 or manu factured thereafter until September 1. The dead line was later extended to December 31, 1976, as respects the sale and use of product manufactured before September 1. By March 9, 1976, Domco was, in all respects, a non-exclusive licensee and has no right of action against any of the defend ants in respect of what was done after that date. I conclude that "no" is the answer to questions 7(a) and (b).
Question 8 asks:
8. During the whole of the period July 25, 1967 to September 1, 1976, or any part thereof is ARMSTRONG free of any claim for infringement by the agreements of Schedules G and H, the facts stated in paragraph 2(k), and the payment made to
CONGOLEUM?
The answer is "yes", Armstrong is free of any claim for infringement for the period March 9, 1976, to September 1, 1976, by the agreement of schedule G, which is the memorandum of under standing of March 9, 1976. Had the question been posed to embrace the period ended December 31, 1976, I should likewise have answered "yes" and relied, as well, on the agreement of schedule H, the second memorandum of understanding. That is only because those memoranda licensed Arm- strong to do what would otherwise have been infringement after March 9. However, Congoleum did not purport to release Armstrong from its liability to Domco for the infringement committed before March 9. Quite the contrary, the separate acquiescence of Domco was expressly contemplat ed. I cannot see that the payment has any signifi cance of its own in the context of the question; it is part and parcel of the schedule G agreement. The facts stated in paragraph 2(k) are those that estab lish the third party licences; they are immaterial to the answer.
The ninth and final question posed is:
Accounting of profits:
9. (a) Is an accounting of profits a remedy available to DOMCO with respect to any period or periods in which DOMCO is found to be entitled to maintain this action?
(b) If the answer to (a) is yes, then for which period or periods and for which products (Canadian manufactured and/or imported)?
Domco argues that once a licensee is held to have a right of action under subsection 57(1), it is entitled to the same remedies as the patentee. Subsection 59(1) of the Act provides:
59. (1) In any action for infringement of a patent the court, or any judge thereof, may, on the application of the plaintiff or defendant make such order as the court or judge sees fit,
(a) restraining or enjoining the opposite party from further use, manufacture or sale of the subject-matter of the patent, and for his punishment in the event of disobedience of such order, or
(b) for and respecting inspection or account, and generally, respecting the proceedings in the action.
The defendants argue that because an accounting of profits implies a condonation of the infringement, 5 a non-exclusive licensee, having no right to condone the infringement, has no right to an accounting of profits. The defendants ask if an infringer is to be liable to an accounting of its profits to each of the persons entitled, under sub section 57(1), to sue it in respect of the infringement.
I find no help in the decided cases although it is apparent that my brother Walsh perceived the problem when, dealing with an application to add a non-exclusive sublicensee of an exclusive licensee of the patentee as plaintiff in an infringement action, he said: 6
It must be remembered that the plaintiffs in these proceedings, in addition to claiming damages, ask in the alternative for an accounting of profits as they may elect, an injunction, and the destruction of all offending products in the possession of defendant, and it would appear that these latter two claims would be matters which even a non-exclusive licensee would have a valid interest in enforcing. [The emphasis is mine.]
Aside from the entitlement to damages, which subsection 57(1) expressly provides, Walsh J. par ticularly excluded from his conclusion as to the
5 Neilson v. Betts (1871-72) L.R. 5 H.L. 1.
6 Ciba Corp. v. Decorite IGAV (Canada) Ltd. (1971) 2 C.P.R. (2d) 124 at 127.
enforceable interest of a non-exclusive licensee the option of an accounting of profits.
The law in the United States remains that a licensee has no right of action against an infringer for infringement of the patent.'
... an owner of something less than monopoly rights may not sue for patent infringement.
Even an exclusive licensee has no status to sue jointly with the patentee for infringement. 8 In England, the right of a licensee to sue for infringe ment is limited to an exclusive licensee and the remedy of an accounting of profits is expressly given him. 9
Subsection 59(1) would appear to vest the Court with discretion to give a non-exclusive licensee the right to elect an accounting of profits as an alter native to damages. In so doing, it overrides the logic of the defendants' argument. It may be that circumstances would support such an exercise of discretion. I have been unable yet to conceive just what those circumstances might be. In this instance, the defendants' argument convinces me that I should refuse Domco the option of an accounting of profits. It is entitled to recover damages and its costs from Armstrong.
Congoleum was a necessary defendant by reason of subsection 57(2). It supported Armstrong's position. They had settled. Except as may have been expressly provided in any interlocutory orders, Congoleum shall neither pay nor recover costs herein.
7 Rawlings v. National Molasses Co. (1968) 158 USPQ 14 at 16 (Court of Appeals, Ninth Circuit).
8 The Duplan Corp. v. Deering Milliken Research Corp. (1975) 186 USPQ 369 (Court of Appeals, Fourth Circuit).
9 The Patents Act, 1949, 12, 13 & 14 Geo. VI, c. 87, s. 63.
 You are being directed to the most recent version of the statute which may not be the version considered at the time of the judgment.