“16. That each party has permission to adduce expert evidence in the fields of: 16.1 The medical conditions treatable by the use of inhalers, including the types of inhalers and the active ingredients which they contain which are employed for the treatment of such conditions. 16.2 The practice of healthcare professionals, including general practitioners, in relation to prescribing inhalers. 16.3 The practice of healthcare professionals, including general practitioners, in relation to dispensing prescriptions relating to inhalers. 17. The Claimants together have permission to adduce the same expert evidence from up to three experts and the Defendants together have permission to adduce the same expert evidence from up to three experts.”
“31. First, the category identified by Maurice Kay LJ [in esure Insurance Ltd v Direct Line Insurance Plc[2008] EWCA (Civ) 842 is not the only kind of expert witness evidence covered byCPR Part 35 . For example, in patent cases expert evidence is routinely called from persons who are not professional experts and do not necessarily belong to bodies with recognised standards and rules of conduct. 32. Secondly, independence is not what takes such evidence into the relevant category. There are numerous examples of evidence from experts who are not in fact independent at all. That may be fine, as long as the nature of any link with either side is identified and taken into account. 33. Thirdly, it seems to me that the nature of the proceedings and the role the evidence is to play in those proceedings is an important element in characterising the evidence in question. 34. Fourthly, sometimes parties do call an expert report identified as such in trademark and passing off cases. It is important to note that there is no issue in esure… or Samuel Smith[2012] FSR 7 that Mr Blackett’s evidence was expert evidence. As I say, it was identified as such. So the difficulty before me did not arise in those cases. I should say that in this judgment I am not expressing a word of disagreement with the decisions I have referred to above, which emphasises the lack of utility of anyone – trade witness or a self-identified expert in ‘branding’ – giving an opinion on the likelihood of confusion in a case about a market that the Court is likely to be familiar with. 35. Fifthly, for years trademark and passing off case have routinely included evidence from persons in the relevant trade describing the circumstances of the trade, the nature of customers and so on. Such evidence would always have explained the experience of the witness in order to justify their evidence and add credibility to it. That evidence will always consist of factual statements about the trade. Although it is primarily factual, it will sometimes include statements which are, properly analysed, expressions of opinion. They are not necessarily opinions simply on likelihood of confusion but are expressions of opinion about how customers behave. However, it is clear, and I refer, for example, to Hasbro[2011] FSR 21 , that such evidence has not always been treated as expert evidence as such and has not hitherto been regarded necessarily as subject to the regime inCPR Part 35 . Hasbro is also an example showing that as long as it is kept in its proper place, not characterising it as expert evidence withinCPR Part 35 does not matter. 36. Moreover, to impose the further burden of the duties and responsibilities of expert witnesses on such witnesses is capable of having a chilling effect in trademark and passing off cases.”
“But, in my judgment, in a trademark and passing off case, evidence of the factual circumstances of a trade by a person in that trade, even when they deploy their experience in that trade to bolster what they are saying, is not necessarily “expert evidence” withinCPR Part 35 . Apart from anything else, there is no reason to treat it as such. However, the fact that evidence is not labelled as an expert’s report does not mean it is not in truth expert evidence.”