| Serial Number | 99195259 |
| Word Mark | VALERIS |
| Filing Date | Wednesday, May 21, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, April 21, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing downloadable podcasts for educational purposes in the field of disease, pharmaceutical brands, and affordable healthcare options |
| Goods and Services | Pharmacy benefit fraud monitoring, namely, investigation services related to pharmacy benefit insurance claims; Personal lifestyle consulting services; Providing patient advocate and case management services, namely, coordinating the procurement and administration of medication; Providing emotional counseling and emotional support services for medical patients |
| Goods and Services | Outbound healthcare provider engagement services provided on behalf of pharmaceutical manufacturers, namely, providing online non-downloadable podcasts, seminars, workshops, and virtual and in-person presentations for educational purposes in the field of diseases, pharmaceutical brands, and affordable healthcare options; Educational services, namely, conducting seminars and workshops in the fields of drug therapy, side effect management, lifestyle management, disease state management and proper administration of medication; Educational services, namely, providing training programs in the field of clinical support relating to drug therapy, side effect management, disease state management and proper administration of medication |
| Goods and Services | Business management and administration of pharmacy reimbursement programs; Managing and administering the distribution of prescription pharmaceutical samples, namely, prescription pharmaceutical sample distribution to physicians and patients; Mail-order pharmacy services; Business management and administration of patient co-pay reimbursement programs; Business management and administration of financial assistance programs that provide patients with access to affordable medicine, namely business management and administration of enrollment and reimbursement programs for the purchase of medication and generally facilitating access to medications; Business management and administration of patient support programs; Business management and administration of patient engagement programs; Business management and administration of formulary, patient, and payer policy information; Business management and administration of educational engagements for Health Care Providers, namely, business management and administration of efforts to educate healthcare providers on medications, disease status and standard of care; Management of the distribution of clinical trial medication and supplies, namely, coordinating the delivery of such medication and supplies to clinical trial sites; Providing business marketing information regarding tracking pharmaceutical promotional programs and evaluating and determining their effectiveness; Business data management services in the field of pharmaceutical patient safety, namely, collecting, compiling, storing and reporting adverse event data for business and regulatory compliance purposes; Outbound healthcare provider engagement services provided, namely, promoting public awareness of diseases, pharmaceutical brands, and treatment affordable options; Outbound healthcare provider engagement services, namely, marketing services in the nature of promotion of pharmaceutical manufacturers disease treatment options via social media; Providing business information in the field of pharmaceutical reimbursement, co-pay assistance, and patient affordability; Life science business strategy consulting services for assisting clients with commercial assessments, corporate and portfolio strategy, new product planning and commercialization support, and pricing and market access insights; Business assistance management and information services regarding enrolling patients of pharmaceutical manufacturers into support programs that enable patients to view, track, and manage the support program wherein the patient support program provides pharmaceutical consumer product information, payer coverage status updates, and providing business information regarding access to enrollment and reimbursement programs for the purchase of medications; Providing business information in the pharmaceutical and life science industries concerning developments in the field of co-pay assistance and patient affordability programs; the foregoing services offered to or provided on behalf of pharmaceutical and life sciences companies |
| Goods and Services | Medical counseling in the field of drug therapy, side effect management, disease state management and proper administration of medication; Pharmaceutical consultation in the field of new specialty drugs; Providing information to patients in the field of administering medications; Providing medical information to patients; Patient health care counseling and advice regarding products in the field of prescription drugs; Providing medical information in the field of prescription drugs via the Internet; Specialty pharmacy services in the nature of pharmaceutical advice and dispensing of pharmaceuticals |
| Goods and Services | Payment services, namely, reimbursement payment processing in the field of pharmaceutical financial assistance claims as a part of a program and loyalty program payment processing services provided on behalf of pharmaceutical manufacturers for the purpose of delivering benefits to patients enrolled in pharmaceutical manufacturer-sponsored financial assistance programs; Pharmacy benefit manager accumulator mitigation services, namely, pharmacy benefit management for detecting claim activity indicative of a pharmacy benefit manager attempting to abuse the use of co-pay cards by not applying amounts paid by clients towards the patient's deductible or annual out-of-pocket expense; Financial compliance monitoring services in the field of pharmaceutical co-pay assistance programs, namely, monitoring patient eligibility and insurance coverage data to prevent use of co-pay assistance by federally insured patients |
| Goods and Services | Providing quality assurance in the field of patient claims and quality control patient claim services for others for monitoring paid claims to patients from insurance or pharmaceutical entities to insure that specific business rules are being correctly applied to patient claims; Pharmacovigilance services for others, namely, scientific research and analysis in the nature of pharmaceutical product evaluation pertaining to adverse events and product quality complaints regarding pharmaceutical products, assessment of risks presented by certain pharmaceutical products or combinations thereof, and product safety testing and consultation related thereto in the field of pharmaceuticals; Pharmacovigilance services for others, namely, monitoring efficacy of pharmaceutical preparations for quality control purposes; Providing online non-downloadable software for patient support by enrolling patients of pharmaceutical manufacturers in support programs that enables the patients to view, track and manage the support program wherein the patient support program provides pharmaceutical product and medication education, medication adherence support, visibility into medication delivery and case status, injection and product educational training, access to financial assistance programs, payer coverage status updates, patient reminders and notifications; Data warehousing services; Database development services for the purpose of collecting and maintaining patient information and registry data; Database development services, for the purpose of customized data collection and maintaining related databases in the field of prescription drugs; Software as a service (SAAS) services, namely, hosting software for use by others for managing pharmaceutical drug inventory, billing and account receivables, shipping and reporting pharmaceutical drug inventory, aggregating and analyzing patient data for the purpose of connecting clinical programs with specialty drug manufacturers and call centers; Developing customized software for others for managing pharmaceutical drug inventory, billing and account receivables, shipping and reporting pharmaceutical drug inventory, aggregating and analyzing patient data for the purpose of connecting clinical programs with specialty drug manufacturers and call centers |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 21, 2026 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 21, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 21, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 21, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 044 - Medical services; veterinary services; hygienic and beauty care for human beings or animals; agriculture, horticulture and forestry services. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 21, 2025 |
| Primary Code | 044 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 21, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Phantom Purchaser, Inc. |
| Party Type | 12 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Jeffersonville, IN 47130 US |
| Party Name | VALERIS, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | JEFFERSONVILLE, IN 47130 US |
| Party Name | Phantom Purchaser, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Jeffersonville, IN 47130 US |
| Event Date | Event Description |
| Wednesday, May 21, 2025 | NEW APPLICATION ENTERED |
| Wednesday, May 21, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 17, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, January 20, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 21, 2026 | ASSIGNED TO EXAMINER |
| Thursday, January 22, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, January 22, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, January 22, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 21, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 21, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 21, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |