World Nutrition Incorporated v. Advanced Enzymes USA

District Court, D. Arizona·Decided June 10, 2022·No. 2:19-cv-00265·Unknown

Opinion

1 WO 2 3 4 5 6 IN THE UNITED STATES DISTRICT COURT 7 FOR THE DISTRICT OF ARIZONA

9 World Nutrition Incorporated, No. CV-19-00265-PHX-GMS

10 Plaintiff, ORDER

11 v.

12 Advanced Supplementary Technologies Corp., et al., 13 Defendants. 14

16 Advanced Supplementary Technologies Corp., 17 Counterclaimant, 18 v. 19 World Nutrition Incorporated, 20 Counter Defendant. 21

23 24 Pending before the Court is Defendant and Counterclaimant Advanced 25 Supplementary Technologies Corp.’s (“AST”) Motion for Sanctions (Doc. 145.) For the 26 reasons below, the Motion is granted in part and denied in part. 27 BACKGROUND 28 Plaintiff and Counter-Defendant World Nutrition Inc. (“WNI”) and AST sell 1 enzyme products directly to consumers. (Doc. 132 at 4.) AST and WNI are direct 2 competitors that purport to sell products that are either enterically coated or that contain 3 ingredients with enteric coating.1 Both parties assert that the other is falsely advertising 4 products2 as containing these enteric coatings, when they actually do not. (Docs. 86, 132.) 5 On April 17, 2020, AST served its First Set of Requests for Production of 6 Documents (“RFPs”) on WNI. (Doc. 145-2 at 2, 13.) The RFPs relevant to this Motion 7 requested documents (1) showing WNI’s advertising of the WNI Products; (2) relating to 8 WNI’s testing of the AST Products and WNI Products for enteric coating; and 9 (3) providing quality assurance information related to the manufacturing of the WNI 10 Products. (Doc. 145 at 3.) WNI served its responses on June 9, 2020, (Doc. 145-2 at 26, 11 35), but did not produce any responsive documents until September 2020. (Doc. 145-1 at 12 2–3). AST believed that these responses were deficient, which was later confirmed by 13 documents produced in response to third-party subpoenas. (Doc. 145-1 at 7–8.) After a 14 lengthy meet-and-confer process that ended with WNI representing that it had no more 15 responsive documents, (Doc. 145-3 at 18), AST filed the instant Motion for Sanctions. 16 After AST filed this Motion—and over a year after the RFPs were served—WNI 17 produced “approximately 474 documents consisting of 869 pages.” (Doc. 161 at 2.) 18 Despite the delayed disclosure, AST believes there may be more responsive documents 19 being withheld by WNI, including WNI webpages advertising products containing “buffer 20 enteric-coated serrapeptase” and emails or other communications related to the testing of 21 the WNI and AST Products.3 (Doc. 161 at 5–8.) Given the late disclosure and the potential

22 1 According to the Complaint and Countercomplaint, enteric coatings allow the enzymes to pass through the stomach “until they can be successfully released and absorbed.” (Doc. 23 132 at 4); (Doc. 86 at 6.)

24 2 The Court will refer to the products as the “WNI Products” and “AST Products.” The WNI Products include two products advertised as having an enteric coating and four other 25 products advertised as containing “buffer enteric-coated serrapeptase.” (Doc. 145 at 3.) The AST Products are four products advertised as containing enteric-coated serrapeptase. 26 (Doc. 145 at 3.)

27 3 At the evidentiary hearing, defense counsel represented that although some webpages and some information related to these tests have been disclosed, AST does not know how long 28 the allegedly false information appeared on WNI’s website, nor does it know the methodology of the tests conducted. 1 for documents having been lost or destroyed, AST seeks the following sanctions: (1) to 2 prohibit WNI from introducing any prior test results of the AST Products or WNI Products 3 at WNI’s request, (2) to make a finding that WNI advertised four of the WNI Products4 as 4 containing “buffer enteric-coated serrapeptase” from August 1, 2016 through at least May 5 18, 2021; (3) to make a finding that the lost documents would have shown that WNI acted 6 knowingly and with an evil mind with respect to WNI falsely advertising these four 7 products as containing “buffer enteric-coated serrapeptase”; (4) to make a finding that AST 8 has established the prejudice element of its laches defense; and (5) to award attorneys’ fees. 9 (Doc. 145 at 15–16.) The Court held an evidentiary hearing on this matter on February 17, 10 2022, wherein it allowed the parties to provide supplemental briefing on only the amount 11 of attorneys’ fees that should be awarded. (Doc. 188 at 1, 33.) 12 DISCUSSION 13 AST asserts that WNI is subject to sanctions on three grounds: Federal Rules of 14 Civil Procedure 26(g) and 37(e) and the Court’s inherent authority. (Doc. 145.) The Court 15 considers each ground in turn below, and then considers what sanctions, if any, should be 16 imposed. 17 I. Rule 26(g) 18 AST argues that sanctions should be awarded under Federal Rule of Civil Procedure 19 26(g). (Doc. 145 at 18.) This case is governed by the Mandatory Initial Discovery Pilot 20 (“MIDP”), which significantly alters the discovery rules contained in the Federal Rules of 21 Civil Procedure. (Doc. 3.) Unlike the Federal Rules, MIDP requires that all parties 22 disclose “facts that are relevant to the claims and defenses in the case, whether favorable 23 or unfavorable, and regardless of whether they intend to use the information in presenting 24 their claims or defenses.” (Doc. 3 at 4.) However, although MIDP replaces some of Rule 25 26’s requirements, it does not replace 26(g)’s certification requirement. (Doc. 3 at 4, 6, 26 11.) That Rule requires that every discovery response be signed by at least one attorney of 27 record, and that that signature certifies the attorney has conducted a “reasonable inquiry”

28 4 The products are Vitalzym Plus, Vitalzym X, Vitalzym Original Hybrid, and Vitalzym Cardio. (Doc. 145 at 15.) 1 that the response is consistent with the federal rules and “not interposed for any improper 2 purpose.” Fed. R. Civ. P. 26(g). As explained by the advisory committee notes, “the 3 signature certifies that the lawyer has made a reasonable effort to assure that the client has 4 provided all the information and documents available to him that are responsive to the 5 discovery demand.” Whether an attorney’s inquiry is “reasonable” is judged by an 6 objective standard. See Oregon RSA No. 6, Inc. v. Castle Rock Cellular of Oregon LP, 76 7 F.3d 1003, 1007–08 (9th Cir. 1996). If the attorney’s certification violates Rule 26(g)(1) 8 without substantial justification, the Court must impose an appropriate sanction on “the 9 signer, the party on whose behalf the signer was acting, or both.” Fed. R. Civ. P. 26(g)(3). 10 Such sanctions may include attorneys’ fees caused by the violation. Id. 11 Here, Mr. Levine affixed his signature to eight supplemental responses to the RFPs 12 at issue. (Doc. 145-2 at 35, 54, 66, 85, 90, 112, 119); (Doc. 145-3 at 10.) Each time, Mr. 13 Levine certified that he had conducted a reasonable inquiry into the adequacy of the 14 response. Shortly after AST filed the instant Motion for Sanctions (Doc. 145), however, 15 WNI produced over 800 pages of apparently unproduced documents due to an 16 “unintentional oversight.” (Doc. 159 at 8); (Doc. 161 at 2.) Neither Mr. Levine nor WNI 17 has provided any evidence to explain why these documents were not provided when they 18 were first requested in April 2020; the only explanation given is that WNI did not discover 19 these documents until after the Motion for Sanctions was filed, when it instructed an IT 20 Consultant to search for the relevant terms using the search bar on WNI’s own website. 21 (Doc.

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