[Pharm-policy] FTAA text on compulsory licensing of patents

James Love love@cptech.org
Tue Jul 3 18:36:05 2001


These are the various provisions under consideration
for compulsory licensing, in the July 3, 2001 FTAA 
negotiating text.  

[Article  XX. Other Use Without Authorization of  the  Right
Holder

Article  31  of  the TRIPs Agreement shall apply  ,  mutatis
mutandis, to use without the right holder's authorization. ]

[Article XX. Other Use Without consent of the Right Holder

When  the law of a Party allows for other use of the subject
matter of a patent, different from those permitted under the
previous  article, without the authorization  of  the  right
holder,  including use by the government  or  third  parties
authorized by the government, the following provisions shall
be respected:

a)    authorization of such use shall be considered  on  its
individual merits;
     
b)    Such use may only be permitted if, prior to such  use,
the  proposed  user has made efforts to obtain authorization
from  the  right holder on reasonable commercial  terms  and
conditions  and  that such efforts have not been  successful
within a reasonable period of time.  This requirement may be
waived  by  a  Party in the case of a national emergency  or
other circumstances of extreme urgency or in cases of public
non-commercial use.  In situations of national emergency  or
other  circumstances of extreme urgency,  the  right  holder
shall,  nevertheless,  be notified  as  soon  as  reasonably
practicable.   In  the  case of public  non-commercial  use,
where  the government or contractor, without making a patent
search,  knows or has demonstrable grounds to  know  that  a
valid  patent  is or will be used by or for the  government,
the right holder shall be informed promptly;

c)    The scope and duration of such use shall be limited to
the purpose for which it was authorized;
     
d)   such use shall be non-exclusive;
     
e)   such use shall be non-assignable, except with that part
of the enterprise or goodwill which enjoys such use;
     
f)    any such use shall be authorized predominantly for the
supply of the domestic market of the Party authorizing  such
use;
     
g)    authorization for such use shall be liable, subject to
adequate  protection  of  the legitimate  interests  of  the
persons  so  authorized, to be terminated if  and  when  the
circumstances  which  led  to it  cease  to  exist  and  are
unlikely  to recur.  The competent authority shall have  the
authority  to review, upon motivated request, the  continued
existence of these circumstances;
     
h)   the right holder shall be paid adequate remuneration in
the  circumstances  of each case, taking  into  account  the
economic value of the authorization;
     
i)    the  legal  validity of any decision relating  to  the
authorization  of  such  use shall be  subject  to  judicial
review  or  other  independent review by a  distinct  higher
authority;
     
j)    any decision relating to the remuneration provided  in
respect  of such use shall be subject to judicial review  or
other independent review by a distinct higher authority;
     
k)     The  Parties  shall  not  be  obliged  to  apply  the
conditions set forth in subparagraphs (b) and (f) where such
use  is  permitted  to  remedy a practice  determined  after
judicial  or  administrative process to be anti-competitive.
The  need to correct anti-competitive practices may be taken
into  account  in determining the amount of remuneration  in
such  cases.  Competent authorities shall have the authority
to  refuse  termination of authorization  if  and  when  the
conditions  which led to such authorization  are  likely  to
recur; and
     
l)   where such use is authorized to permit the exploitation
of  a patent ("the second patent") which cannot be exploited
without infringing another patent ("the first patent"),  the
following additional conditions shall apply:
     
          i)  the  invention  claimed in the  second  patent
          shall  involve an important technical  advance  of
          considerable economic significance in relation  to
          the invention claimed in the first patent;
          
          ii)  the  owner  of  the  first  patent  shall  be
          entitled to a cross-license on reasonable terms to
          use  the  invention claimed in the second  patent;
          and
          
          iii)  the  use authorized in respect of the  first
          patent  shall  be non-assignable except  with  the
          assignment of the second patent. ]

[Article  XX. Other Use Without Authorization of  the  Right
Holder]

1. [Members shall have the right to determine the grounds or
reasons  for  authorizing use, by third parties without  the
authorization  of the right holder, that are different  from
the limitations and exceptions established in this chapter.]

2.  Where the law of a Member allows for other use   of  the
subject matter of a patent without the authorization of  the
right  holder,  including  use by the  government  or  third
parties   authorized  by  the  government,   the   following
provisions shall be respected:

     a) authorization of such use shall be considered on its
     individual merits;
     
     b)  such  use may only be permitted if, prior  to  such
     use,  the  proposed  user has made  efforts  to  obtain
     authorization  from  the  right  holder  on  reasonable
     commercial  terms and conditions and that such  efforts
     have not been successful within a reasonable period  of
     time. This requirement may be waived by a Member in the
     case of a national emergency or other circumstances  of
     extreme  urgency  or in cases of public  non-commercial
     use.  In  situations  of national  emergency  or  other
     circumstances  of  extreme urgency,  the  right  holder
     shall,  nevertheless, be notified as soon as reasonably
     practicable.
     In  the  case of public non-commercial use,  where  the
     government  or  contractor,  without  making  a  patent
     search, knows or has demonstrable grounds to know  that
     a  valid  patent  is  or will be used  by  or  for  the
     government,   the  right  holder  shall   be   informed
     promptly;
     
     c)  the scope and duration of such use shall be limited
     to  the purpose for which it was authorized, and in the
     case  of  semi-conductor technology shall only  be  for
     public  non-commercial  use or  to  remedy  a  practice
     determined after judicial or administrative process  to
     be anti-competitive;
     
     d) such use shall be non-exclusive;
     
     e)  such use shall be non-assignable, except with  that
     part  of  the enterprise or goodwill which enjoys  such
     use;
     
     f)  any such use shall be authorized predominantly  for
     the  supply  of  the  domestic  market  of  the  Member
     authorizing such use;
     
     g)  authorization for such use shall be liable, subject
     to  adequate protection of the legitimate interests  of
     the persons so authorized, to be terminated if and when
     the  circumstances which led to it cease to  exist  and
     are  unlikely  to recur. The competent authority  shall
     have  the  authority to review, upon motivated request,
     the continued existence of these circumstances;
     
     h) the right holder shall be paid adequate remuneration
     in  the circumstances of each case, taking into account
     the economic value of the authorization;
     
     i)  the legal validity of any decision relating to  the
     authorization of such use shall be subject to  judicial
     review or other independent review by a distinct higher
     authority in that Member;
     
     j)  any  decision relating to the remuneration provided
     in  respect  of such use shall be subject  to  judicial
     review or other independent review by a distinct higher
     authority in that Member;
     
     k)  Members are not obliged to apply the conditions set
     forth  in subparagraphs (b) and (f) where such  use  is
     permitted   to  remedy  a  practice  determined   after
     judicial   or  administrative  process  to   be   anti-
     competitive.   The   need  o  correct  anti-competitive
     practices may be taken into account in determining  the
     amount   of   remuneration  in  such  cases.  Competent
     authorities   shall  have  the  authority   to   refuse
     termination of authorization if and when the conditions
     which led to such authorization are likely to recur;
     
     l)   where  such  use  is  authorized  to  permit   the
     exploitation  of a patent ("the second  patent")  which
     cannot  be exploited without infringing another  patent
     ("the   first   patent"),  the   following   additional
     conditions shall apply:
          
          i)  the  invention  claimed in the  second  patent
          shall  involve an important technical  advance  of
          considerable economic significance in relation  to
          the invention claimed in the first patent;
          
          ii)  the  owner  of  the  first  patent  shall  be
          entitled to a cross-license on reasonable terms to
          use  the  invention claimed in the second  patent;
          and
          
          iii)  the  use authorized in respect of the  first
          patent  shall  be non-assignable except  with  the
          assignment of the second patent.

3.  Each  Member  shall have the right to  take  legislative
measures  providing for the grant of compulsory licenses  to
prevent the abuses which may result from the exercise of the
exclusive  right to conferred by the patent ,  for  example,
failure to work.]

4.  [A  compulsory  license may not be applied  for  on  the
ground of failure to work or insufficient working before the
expiration of a period of four years from the date of filing
of  the  patent application or three years from the date  of
the  grant of the patent, whichever period expires last;  it
shall  be refused if the patentee justifies his inaction  by
legitimate reasons. Such a compulsory license shall be  non-
exclusive and shall not be transferable, even in the form of
the  grant  of a sub-license, except with that part  of  the
enterprise or goodwill which exploits such license.]

[  Article  XX: Other Uses without the Consent of the  Right
Holder

When  the  national legislation of a Party authorizes  other
uses  1  of  the patent product without the consent  of  the
copyright holder, including the use by government  or  third
parties  authorized by government, the following  provisions
shall be respected:

     a)  Authorization  for said uses  shall  be  considered
     according to their particular circumstances;
     
     b)  Those  uses  will be permitted  only  when,  before
     granting them, the potential user attempted to  receive
     the  copyright  holder's  authorization  to  use  those
     rights   under   reasonable   commercial   terms    and
     conditions, and those attempts did not have the desired
     effect in a reasonable period of time. The Parties  may
     be  exempted from this commitment in cases of  national
     emergency or other circumstances of extreme urgency, or
     for  non-commercial public use. However, in  situations
     of national emergency or other circumstances of extreme
     urgency, the copyright holder shall be informed of this
     fact as soon as is reasonably possible. In the case  of
     non-commercial  public  use,  when  the  government  or
     contractor, without undertaking a patent search,  knows
     or  has  demonstrable reasons to believe that  a  valid
     patent  is or will be used by or for a government,  the
     copyright holder shall be informed without delay.
     
     c)  The scope and duration of the uses shall be limited
     to  the purposes for which they were authorized and  in
     the case of semi-conductor technology, they can only be
     used  for  non-commercial public use or  to  correct  a
     practice declared to be contrary to competition due  to
     an administrative or legal procedure;
     
     d) The uses will be of a non-exclusive nature;
     
     e)  The uses shall only be ceded with that part of  the
     enterprise  or its intangible assets that benefit  from
     them;
     
     f)  These uses shall be authorized mainly to supply the
     domestic market of the Party granting such uses;
     
     g)  The authorization for said uses may be withdrawn on
     condition that the legitimate interests of the  persons
     who  have received the authorization for those uses are
     adequately  protected, if the circumstances leading  to
     this  situation have disappeared and are not likely  to
     reoccur.  The competent authorities shall be authorized
     to  examine  if those circumstances still exist,  if  a
     previous justified request has been made;
     
     h)  The  copyright  holder  shall  receive  appropriate
     remuneration, according to the individual circumstances
     of  each  specific case, bearing in mind  the  economic
     value of the authorization;
     
     i)  The legal validity of any decision relative to  the
     authorization of these uses shall be subject  to  legal
     review  or  another independent review by  a  different
     higher authority from the same Party;
     
     j)   Any   decision   referring  to   the   established
     remuneration for those uses shall be subject  to  legal
     review  or  another independent review by  a  different
     higher authority from the same Party;
     
     k)  The  Parties  shall  not be obliged  to  apply  the
     conditions  set  out  in  sections  b)  and  f),   when
     authorization has been granted for those uses to remedy
     a  practice  which,  due to a legal  or  administrative
     procedure,  has been found to be anti-competitive.  The
     need  to correct the anti-competitive practices may  be
     considered  when determining the amount of remuneration
     for  those cases. The competent authorities shall  have
     the power to refuse revocation of the authorization, if
     it  is probable that the conditions, which gave rise to
     that situation, might reoccur;
     
     l)  When  the  authorization for those  uses  has  been
     granted  to allow the exploitation of a patent ("second
     patent")  that  cannot be exploited without  infringing
     upon  another  patent ("first patent"),  the  following
     additional conditions must be followed:
          
          i)  The  invention  claimed in the  second  patent
          assumes that an important technical development of
          considerable  economic  value  has  been  made  in
          comparison to the invention claimed in  the  first
          patent;
          
          ii)  The holder of the first patent shall have the
          right   to   a  crossover  license  with  adequate
          conditions to exploit the claimed invention of the
          second patent; and
          
          iii)  The authorized use for the first patent  may
          not  be  transferred without the surrender of  the
          second patent. ]
          
[ Article XX. Other uses without consent of the right holder

1.   On expiration of a three-year period following a patent
  grant, or four years following the application for a patent,
  whichever is longer, the competent national office may grant
  a compulsory license mainly for the industrial manufacture
  of the product covered by the patent, or for full use of the
  patented process, at the request of any interested  party,
  but only if, at the time of the request, the patent had not
  been exploited in the manner specified in Articles 59  and
  60, in the Party in which the license is sought, or if the
  exploitation of the invention had been suspended for  more
  than one year.

2.    Compulsory  licenses shall not be  granted  if  patent
  owners are able to give valid reasons for their failure to
  act, which may be reasons of force majeure or an act of God,
  in accordance with the domestic provisions in effect in each
  Party.

3.   A compulsory license shall be granted only if, prior to
  applying  for  it, the proposed user has made  efforts  to
  obtain  a  contractual license from the patent  holder  on
  reasonable commercial terms and conditions and  that  such
  efforts were not successful within a reasonable period  of
  time

4.    Following the declaration by a Party of the  existence
  of   public  interest,  emergency,  or  national  security
  considerations, and only for so long as those considerations
  exist, the patent may be subject to compulsory licensing at
  any time. In that case, the competent national office shall
  grant the licenses that are applied for. The owner of  the
  patent  so  licensed  shall be  notified  as  soon  as  is
  reasonably possible.

5.    Parties  shall  specify the scope  or  extent  of  the
  compulsory license and, in particular, the term for which it
  is  granted,  the subject matter of the license,  and  the
  amount of remuneration and the conditions for its payment.

6.   The grant of a compulsory license for reasons of public
  interest shall not reduce the right of the patent owner to
  continue exploiting it.

7.    Parties  shall  refuse  termination  of  a  compulsory
  license if and when the conditions that led to the granting
  of the license are likely to recur.

8.    Parties  shall  grant a license, upon request  by  the
  owner  of a patent whose exploitation necessarily requires
  the  use of another patent, and that right holder has been
  unable to secure a contractual license to the other patent
  on reasonable commercial terms. That license shall subject
  to the following conditions:

  a)    the  invention  claimed in the second  patent  shall
     involve  an important technical advance of considerable
     economic significance in relation to the invention claimed
     in the first patent;
     
  b)    the owner of the first patent shall be entitled to a
     cross-license on reasonable terms to use the  invention
     claimed in the second patent; and,
     
  c)   the license authorized in respect of the first patent
     shall be non-assignable except with the assignment of the
     second patent.

9.    The  provisions of this article shall  be  applied  to
  cases covered by Title XIII of the present agreement. ]

_______________________________
1 The words "other uses" refer to uses different to those
authorized by the preceding article.