Moskowitz Family LLC v. Globus Medical, Inc.

Court of Appeals for the Federal Circuit·Decided September 11, 2026·No. 24-1696·Published

Opinion

United States Court of Appeals for the Federal Circuit

MOSKOWITZ FAMILY LLC,

Plaintiff-Appellant

v.

GLOBUS MEDICAL, INC.,

Defendant-Appellee

2024-1696

Appeal from the United States District Court for the Eastern District of Pennsylvania in No. 2:20-cv-03271- MSG, Judge Mitchell S. Goldberg.

Decided: September 11, 2026

LAUREN ANN DEGNAN, Fish & Richardson PC, Washington , DC, argued for plaintiff-appellant. Also represented by MICHAEL JOHN BALLANCO, JOSEPH V. COLAIANNI, JR., RUFFIN B. CORDELL, BRIAN JAMES LIVEDALEN, JACK WILSON.

JOHN PIERRE LAHAD, Susman Godfrey LLP, Houston, TX, argued for defendant-appellee. Also represented by MARK HATCH-MILLER, DANIEL SIMON, New York, NY.

Before PROST, SCHALL, and STOLL, Circuit Judges.

2 MOSKOWITZ FAMILY LLC v. GLOBUS MEDICAL, INC.

PROST, Circuit Judge.

Moskowitz Family LLC (“Moskowitz”) appeals from decisions of the U.S. District Court for the Eastern District of Pennsylvania granting Globus Medical, Inc.’s (“Globus”) motion for summary judgment of noninfringement, construing the term “universal,” and denying Moskowitz’s motion for judgment as a matter of law (“JMOL”) of infringement. For the following reasons, we affirm.

BACKGROUND

I

The spine has three major regions: the cervical, lumbar , and thoracic. In these regions are intervertebral discs that serve as shock absorbers and aid in movement while maintaining spinal stability. These discs can experience issues like herniation and degeneration. Spinal-fusion surgery helps alleviate those issues by replacing the damaged disc with a spinal implant. The three patents at issue concern implant systems designed to improve spinal-fusion surgery.

U.S. Patent No. 8,353,913 (“the ’913 patent”) describes an implant position tool that works with the implant and screw guide to “accomplish precision screw trajectory.” ’913 patent col. 3 ll. 32–43. U.S. Patent No. 9,889,022 (“the ’022 patent”) relates to an apparatus for facilitating bone and screw fusion. Its focus is a “bidirectional screw (BDS) system, and in particular its application to the spine, also referred to as bi-directional fixating transvertebral (BDFT) screws which can be used as a stand-alone intervertebral device . . . as well as a transvertebral bone fusion screw apparatus .” ’022 patent col. 1 ll. 33–40. And, finally, U.S. Patent No. 10,478,319 (“the ’319 patent”) describes an expandable spinal implant designed for placement between two vertebral bodies to facilitate and encourage bone fusion and maintain anterior column height. See ’319 patent col. 2 ll. 54–67, claim 1. The following claims are on

MOSKOWITZ FAMILY LLC v. GLOBUS MEDICAL, INC. 3

appeal: claims 1 and 10 of the ’913 patent, claim 47 of the ’022 patent, and claim 1 of the ’319 patent. The representative claims are reproduced below, respectively.

1. A tool for manipulating and inserting a universal , intervertebral bone fusion spacer into a disc space between a first vertebral body and a second vertebral body for providing fusion of the first vertebral body to the second vertebral body via biological bone fusion and screw fusion, wherein the universal, intervertebral bone fusion spacer includes an intervertebral cage having a first integral screw guide and a second integral screw guide, wherein each longitudinal end of the intervertebral cage includes a slot or indentation formed adjacent to an edge of an upper surface of the intervertebral cage, the tool comprising:

a gripper having a plurality of prongs, wherein a distal end of each of the plurality of prongs is capable of engaging a respective slot or indentation of the intervertebral cage; and a screw guide for controlling a direction of screws that are inserted into the first integral screw guide and the second integral screw guide, wherein the screw guide is positioned between the plurality of prongs.

’913 patent claim 1.

47. A universal, intervertebral combination internal screw guide and fixation apparatus configured to be inserted into a disc space between a first vertebral body and a second vertebral body and to provide fusion of the first vertebral body to the second 4 MOSKOWITZ FAMILY LLC v. GLOBUS MEDICAL, INC.

vertebral body via biological bone fusion and screw fusion, the apparatus comprising:

an intervertebral cage including: a top wall, a bottom wall, and two sidewalls defining an open space capable of receiving bone filling for the biological bone fusion; an internal screw guide having an internal bore with an entry opening and an exit opening, the entry opening of the internal bore formed only in a top surface of the top wall and the exit opening formed at least partially in a bottom surface of the top wall and at least partially in a side surface of the top wall, wherein the internal screw guide further includes a counterbore that is larger than and coaxial with the internal bore and has a counterbore entry opening that is formed only in the top surface of the top wall; a second internal screw guide having a second internal bore with a second entry opening and a second exit opening, the second entry opening of the second internal bore formed only in the top surface of the top wall and the second exit opening formed at least partially in the bottom surface of the top wall and at least partially in a second side surface of the top wall; and a circular hole extending through the top wall in a direction substantially normal to the top surface of the top wall, wherein the circular hole is positioned between the internal screw guide and the second internal screw guide at the top surface of the top wall.

MOSKOWITZ FAMILY LLC v. GLOBUS MEDICAL, INC. 5

’022 patent claim 47.

1. A system comprising: a tool assembly which comprises:

a first tool having a first proximal end and a first distal end with a first handle and a gripper, the gripper being positioned at the first distal end, cooperating with the first handle, and having first and second engagement prongs positioned at the first distal end, wherein the first tool defines an adjusting tool passage through the first tool; and a second adjusting tool having a second proximal end and a second distal end with a second handle positioned at the second proximal end, a screw engagement portion positioned at the second distal end, and a shaft extending from the second handle to the screw engagement portion, wherein the shaft of the second adjusting tool is sized with a smaller diameter than that of the adjusting tool passage such that the second adjusting tool can extend through the adjusting tool passage of the first tool; and an expandable spinal implant sized and configured to be implanted in a human spine, the expandable spinal implant comprising a first expandable spinal implant structure, a second expandable spinal implant structure, and an adjusting screw having a screw head and a threaded portion , wherein the expandable spinal implant is configured to expand the first expandable spinal implant structure with respect to the second expandable spinal 6 MOSKOWITZ FAMILY LLC v. GLOBUS MEDICAL, INC.

implant structure in response to turning of the adjusting screw, wherein the expandable spinal implant defines first and second tool engagement indentations sized and configured for receiving the first and second engagement prongs of the first tool, wherein the adjusting screw is positioned within the expandable spinal implant in a screw location such that the second adjusting tool can extend through the adjusting tool passage of the first tool to engage the screw head of the adjusting screw while the first and second engagement prongs of the first tool are engaged with the first and second tool engagement indentations of the expandable spinal implant.

’319 patent claim 1.

II

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