9th International Forum on

Freedom to Operate

Wednesday, May 09 to Thursday, May 10, 2012
Le Méridien Parkhotel Frankfurt, Frankfurt

Main Conference Day One: 9 May 2012

8.00 Coffee and Registration

8.30 Chair’s Opening Remarks

Raymond Mandra, Partner, Fitzpatrick, Cella, Harper & Scinto (USA)

8.40 Best Practice Approaches to Freedom to Operate Patent Research

Aalt van de Kuilen, President of the CEPIUG (Confederacy
of European Patent Information User Groups) (Netherlands)

  • Definition of a FTO search
  • Clarifying the legal context of a FTO search
  • Addressing guidelines for FTO searching
  • Defining scope of a FTO search
  • Introducing different types of FTO searches
  • Best Practices: examining real life examples
  • Common pitfalls and challenges and how to overcome them

9.15 Interpreting FTO Search Results and Patent Validity to Reduce Risks and Maximise Your Revenue Potential

Sandra Pohlman, Partner, df. mp (Germany)

Michael Eder, Partner, df. mp (Germany)

1. Determining which products or processes require clearance

  • Geographic considerations:
    - identifying jurisdictions that provide the greatest exposure
    - extraterritorial reach of certain claim types
  • Temporal considerations:
    - stratifying risk based on expected product launch date
    - assessing likelihood of third party applications granting in the intended market for intended use
    - how to deal with uncertainty of earlier and/or expiring patents?

2. Challenging validity to overcome blocking patents

  • Highlighting the EPO and National Patent Office approaches to validity
    - what are the differences between interpretations? How do the different approaches affect invalidation approaches?
    - which factors are most important when choosing the EPO over National Patent Offices?

10.15 Morning Refreshments

10.45 Practical Advice for Conducting FTO Searches more Time Efficiently and Cost Effectively

Gaye Ramazanoglu, Intellectual Property Specialist –
Patent and Trademark Attorney, Sanovel (Turkey)

Marco Nievo, PhD EPA, IP and Competitive Intelligence,
Siena Biotech SPA (Italy)

Lorenzo Polenzani, R&D Strategy Manager, Angelini (Italy)

Harry Kraft, Senior Patent Attorney, Ablynx (Belgium)

Ilian Iliev, CEO, Cambridge IP (UK)

  • Conducting searches in-house v outsourcing
    - when to try searching in-house and when is an external search necessary
    - building in-house expertise: establishing internal guidelines and policies and how to monitor those
    - how to fi nd the right search partner
    - managing the risks of outsourcing the FTO search function
  • Classifying and maintaining comprehensive search records
    - how to organise and document search results
    - identifying and categorising “relevant” data for the future
  • Search strategies for different budgets and different sized projects
    - how diligent do you have to be? When can you stop your search?
    - how can search budgets be managed and allocated across varying drugs?
  • Exploring new tools and trends to ensure effective FTO searches and analysis
    - best practice on using search engines and databases
    - comparing solutions available - how to decide which is the most suitable one for your needs
    - using translation machines effectively
    - pros and cons to using crowd sourcing be used for FTO
    - open innovation initiatives – what are the implications for FTO?
    - moving beyond silos – using collaborative tools for patent intelligence
  • How to get the most out of your FTO searches with Data Mining
    - what is data mining? How can it benefi t your fi rm?
    - what data can be used at a later stage: reporting, storing and retrieving data from searches?

12.30 Lunch

13.30 Impact of the Recent Court Decisions on Your FTO Strategy: Discussing the Pro and Cons of Lilly v HGS and Brustle v Greenpeace

Gareth Morgan, Partner, Winston & Strawn (UK)

Alex Denoon, Partner, Lawford Davis Denoon (UK)

Our experts will share their fi rst-hand insights and discuss the advantages and disadvantages these recent decisions will have for FTO practices; followed by an open discussion with the audience on the wider implications of both cases for FTO and patent strategies in Europe.

Eli Lilly v Human Genome Sciences

  • Addressing the basis of the UK Supreme Court appeal
  • UK Court of Appeal vs TBA
  • How will “target” patents be assessed in Europe the future?
  • Is the protection on offer commensurate with the innovation?
  • Examining the impact on freedom to operate for drug discovery/diagnostics companies

Brüstle v Greenpeace

  • What did the Court of Justice decide?
  • How does this affect existing patents (including patents relating to stem cells broadly rather than just human embryonic stem cells)?
  • How might this affect companies’ patenting activities?
  • Practical ramifications given the regulatory hurdles to generics of cell-based therapies
  • Will this lead to an increased reliance on trade secrets?
  • Analysing the impact on freedom to operate
  • Wrap up: Is the impact on investor confi dence greater than the patenting issues given the commercial hurdles to developing these products?

14.20 Understanding the Effects of Patent Extensions on FTO: How SPCs and Regulatory Data Protection Could Threaten your Patent Strategy

Gertjan Kuipers, Partner, De Brauw Blackstone Westbroek
(Netherlands)

  • Interpreting the latest SPC developments and trends
  • Analysing the latest ECJ decisions regarding SPCs for combination products and what they mean for the‘infringement test’ and further FTO considerations:
    - Medeva (C-322/10)
    - Georgetown University (C422/10)
  • Addressing cross-border challenges – how are SPCs dealt with by national courts?
  • Extend your SPC protection or extend your data exclusivity protection?
    - determining which exclusivity right is more beneficial
  • Reviewing recent case law on data exclusivity

14.55 FTO and Paediatric Exclusivity – What the Patent Practitioner Should Know

Eric Ruhlmann, European Patent Attorney, Director, Senior
Patent Counsel, Actelion Pharmaceuticals (Switzerland)

  • EC regulations and access to paediatric exclusivity in Europe
    - what are the rewards?
    - what are the requirements (Paediatric Investigation Plan (PIP), SPCs, timelines...)?
    - main pitfalls
  • European case law update
    - E I du Pont Nemours & Co v. UKIPO
    - C 125/10 (Merck & Co Inc. v. Deutsches Patent- und Markenamt - “Negative Term SPCs”)
  • FDA regulations and access to paediatric exclusivity in the US
    - what are the rewards?
    - what are the requirements (written request from the FDA, timelines...)?
  • US case law update
    - In re Omeprazole Patent Litigation
    - the Norvasc case – Pfizer v. Apotex and related decisions

15:30 Refreshment Break

16.00 Finding the Right Balance When Reporting Your FTO Strategy: Privilege and Confidentiality

Jeroen den Hartog, PhD, Partner, European and Dutch
Patent Attorney, Hoyng Monegier (Netherlands)

  • Assessing how to report in a clear way while dealing with uncertainty and later potential discovery
  • Best practice strategies for ensuring confi dentiality of information
  • Understanding privilege issues and overcoming challenges for in-house counsel
    - examining the impact of e-discovery
    - how to keep communication with R&D private?
    - what information in an FTO assessment remains confi dential?
    - handling privilege issues during incoming due diligence
  • Latest update on privilege for in-house attorneys and the potential impact on any US proceedings of reported assessments of your FTO reports

16.40 Stratifying and Quantifying FTO Risks – How Do You Advise on and Deal With Grey Areas?

Michelle Jones, PhD, EPA CPA, Associate Director IP,
Astex Pharmaceuticals (UK)

Giampiero De Luca, VP Intellectual Property, Merck Serono
(Switzerland)

Daniel Becker, Partner, Dechert (USA)

  • Quantifying the risk of third party patents
  • Assessing the likelihood of preliminary injunction
  • Addressing damage claims – discussing the latest case law and its implication for FTO considerations
  • Using licensing as a tool to circumvent FTO roadblocks:
    - when should licensing become a consideration?
    - evaluating your licensing options
  • Reporting FTO risks – what does the upper management need to know?

17.20 Conference Adjourns

18.00 Networking Event – Apple Wine Tasting Evening

Relax after a long day of conferencing as you sample traditional Frankfurter apple wine (cider) with your new industry contacts and fellow Freedom to Operate experts.

 

Main Conference Day Two: 10 May 2012

8.00 Coffee and Registration

8:30 Chair’s Welcome

Raymond Mandra, Partner, Fitzpatrick, Cella, Harper & Scinto (USA)

8.35 How are EPO Divisional Applications and the America Invents Act Impacting FTO Strategies?

Bernd Hutter, Director, Head of Intellectual Property,
European Patent Attorney, MorphoSys AG (Germany)

Eric Ruhlmann, European Patent Attorney, Director, Senior
Patent Counsel, Actelion Pharmaceuticals (Switzerland)

Dr. Klaus-Peter Döpfer, European Patent Office

  • Latest Insight from the EPO
    - update and feedback regarding divisional applications
    - strategies and perception of patents not granted yet
    - what is the impact of the new rules on FTO? How the EPO is making processes more efficient and user-friendly
  • Implications for the America Invents Act on FTO
    - US ex parte and inter partes re-examination
    - US post grant and inter pates reviews
    - declaratory judgement actions
  • Industry Response: What is the downstream effect of the legal changes?
    - how are divisional applications impacting the FTO strategies: what are people doing? Filing divisional? What are your options when you are concerned someone will file a divisional?
    - what strategies are available for overcoming delays by the EPO and USPTO (e.g. fi ling a third party application in the meantime)
    - overcoming validity when you have a pending application
    - discussing ways to circumvent the law to get your divisional filed

FTO IN EMERGING MARKETS
9.20 Latest Developments in the Indian Patent Landscape and Their Impact on FTO

Dr. Malathi Lakshmikumaran, Head (Life Sciences),
Lakshmi Kumaran & Sridharan (India)

  • How are the processes and procedures to gain FTO in India different?
  • Understanding the requirements for obtaining a valid patent
    - what data records should be maintained?
  • Overcoming the challenges of obtaining reliable search data
    - National Patent Office (NPO) assistance vs. using search databases
    - safeguarding confidential information
  • Protecting your products from infringement in India
    - identifying the key examiners, regulators and Courts
  • Discussing latest case law update

10.00 Latest IP Trends and Regulatory Changes in China and the FTO Implications

Dr. Qinghong Xu, Partner, Lung Tin International
Intellectual Property Agent Ltd. (China)

  • Developing and executing an effective FTO search in China
  • Overcoming challenges of acquiring reliable data for FTO searches
  • Conducting an efficient infringement analysis
  • Dealing with infringement in courts: hear an update on latest case law developments
  • Challenging validity of blocking pharmaceutical or biotech patents

10.40 Morning Refreshments

11.10 Patent Filing and Litigation in Brazil – Optimise your Chances of Success

Otto Licks, Partner, Leonardos & Licks Advogados (Brazil)

  • Examining criteria adopted by the Brazilian PTO
  • Overcoming challenges of acquiring reliable data for FTO searches
  • Clarifying the requirements for obtaining a valid patent – what data records should be maintained?
  • Gain practical insights in enforcement: how strong are pharmaceutical and biotech patents
  • Analyse the latest case law developments
  • Understanding the new rules issued by Brazil’s Regulatory agency regarding biosimilars

11:50 The Impact of US Developments on European FTO Analysis

Raymond Mandra, Partner, Fitzpatrick, Cella, Harper & Scinto (USA)

  • Addressing the America Invents Act and its impact on FTO strategies
    - is the expanded Prior Use Defense applicable?
    - priority examination - does it create a potential minefield?
    - considering Interpartes Review and Post Grant Review – are they in play or could they be useful?
  • Examining recent case law developments on (in)validity and infringement
    - how does the obviousness analysis after KSR continue to be refined by the Federal Circuit?
    - when are method claims requiring the acts of multiple parties infringed?
  • Analysing case law developments on claim construction
    - do reexam arguments create intrinsic evidence for claim construction?
  • Considering Biosimilars
    - will the legislation survive Supreme Court review?
    - will US data exclusivity under the biosimilars legislation remain unchanged?

12.35 Adapting your Patent Tactics for Biosimilars: Keeping Abreast with Regulatory Changes while Staying Competitive

Dr. Manja Epping, Partner, Taylor Wessing (Germany)

  • Analysing the regulatory risks for biosimilars
    - Comparing the EU biosimilars legislation and Hatch- Waxman Act procedures in the US
    - Antibody claims – exploring breadth of claims in the biosimilars era
  • Pricing and reimbursement issues and their impact on your patent strategy
  • Examine patent strategies for biosimilars
    - Patent thickets as delaying tactic
    - Follow-on patents

13.15 Chair’s Closing Remarks and End of Conference

13.15 Lunch (for Workshop Attendees)