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Highlights from the Global Expert Network on Copyright User Rights Symposium 2025: Principles for Digital Copyright

Sean Flynn and Luca Schirru The Global Expert Network on Copyright User Rights Symposium public event took place from June 16-17, 2025, at the Geneva Graduate Institute. Organized by American University’s Program on Information Justice and Intellectual Property (PIJIP) and South Centre, in partnership with the International Federation of Library Associations and Institutions (IFLA) and COMMUNIA Association for the Public Domain, the symposium’s main objective was to share research and deliberate over principles that guide protection of the public interest in copyright reform for the digital age. The meeting occurred in the context of the World Intellectual Property Organization’s Standing Committee on Copyright and Related Rights (WIPO SCCR) having adopted a work plan to draft principles, objectives, and options for an instrument on limitations and exceptions (L&Es) in three priority areas: to enable preservation activities; to adapt exceptions and limitations to the online environment; and to ensure that people with disabilities other than vision impairments can benefit from new technologies. On the first day, participants presented and discussed ongoing research on user rights from different parts of the globe. A keynote panel gathering academics discussed the history and the justifications for an international instrument on copyright L&Es. In the end of the afternoon, former and current government representatives addressed the history of the L&Es agenda, as well as the work plan on L&Es currently discussed at the SCCR. The second day was structured around detailed discussions in four sessions: principles for the protection of libraries, archives, and museums; education and research; remuneration in digital contexts; and cross-cutting issues, like liability safeguards, contractual overriding, cross-border research, and access rights. The main output of the symposium was the “Working Document: Principles and Objectives for Limitations and Exceptions.” Participants developed this document through extensive deliberations and presentations carried out in the previous days, drawing from past documents and proposals of the SCCR on the topic of limitations and exceptions, international intellectual property instruments, and scholarship. Based on (i) already existing models and language in international copyright law or (ii) that have been proposed by countries in past SCCR deliberations or (iii) that are supported by a broad consensus in existing law and scholarship, the document contains proposed language for objectives, principles and options that may promote the objectives of the 2012 Mandate and the SCCR Work Program as described in the SCCR 46 Chair’s Summary.

Africa: Copyright & Public Interest, Artificial Intelligence, Blog, TDM Cases

Promoting AI for Good in the Global South – Highlights

by Ben Cashdan Across Africa and Latin America, researchers are using Artificial Intelligence to solve pressing problems: from addressing health challenges and increasing access to information for underserved communities, to preserving languages and culture. This wave of “AI for Good” in the Global South faces a major difficulty: how to access good quality training data, which is scarce in the region and often subject to copyright restrictions. The most prominent AI companies are in the Global North and increasingly in China. These companies generally operate in jurisdictions with more permissive copyright exceptions, which enable Text and Data Mining (TDM), often the first step in training AI language models. The scale of data extraction and exploitation by a handful of AI mega-corporations has raised two pressing concerns: What about researchers and developers in the Global South and what about the creators and communities whose data is being used to train the AI models? Ethical AI: An Opportunity for the Global South? At a side event in April at WIPO, we showcased some models of ‘ethical AI’ aimed at: The event took place in Geneva in April 2025. This week we released a 15 minute highlights video. Training data and copyright issues At the start of the event, we cited two Text and Data Mining projects in Africa which have had difficulty in accessing training data due to copyright. The first was the Masakhane Project in Kenya, which used translations of the bible to develop Natural Language Processing tools in African languages. The second was the Data Sciences for Social Impact group at the University of Pretoria in South Africa who want to develop a health chatbot using broadcast TV shows as the training data. Data Farming, The NOODL license, Copyright Reform The following speakers then presented cutting edge work on how to solve copyright and other legal and ethical challenges facing public interest AI in Africa: The AI Act in Brazil: Remunerating Creators Carolina Miranda of the Ministry of Culture in Brazil indicated that her government is focused on passing a new law to ensure that those creators in Brazil whose work is used to train AI models are properly remunerated. Ms Miranda described how Big Tech in the Global North fails to properly pay creators in Brazil and elsewhere for the exploitation of their work. She confirmed that discussions of the AI Act are still ongoing and that non profit scientific research will be exempt from the remuneration provision. Jamie Love of Knowledge Ecology International suggested that to avoid the tendency of data providers to build a moat around their datasets, a useful model is the Common European Data Spaces being established by the European Commission. Four factors to Evaluate AI for Good At the end of the event we put forward the following four discriminating factors which might be used to evaluate to what extent copyright exceptions and limitations should allow developers and researchers to use training data in their applications: The panel was convened by the Via Libre Foundation in Argentina and ReCreate South Africa with support from the Program on Information Justice and Intellectual Property (PIJIP) at American University, and support from the Arcadia Fund. We are currently researching case studies on Text and Data Mining (TDM) and AI for Good in Africa and the Global South. Ben Cashdan is an economist and TV producer in Johannesburg and the Executive Director of Black Stripe Foundation. He also co-founded ReCreate South Africa.

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WIPO Program and Budget Committee : US opposes all references to the SDGS from the Proposed Program and Budget for 2026/2027

This post was originally published on KEI Online by Thiru The World Intellectual Property Organization (WIPO) convened the 39th session of its Program and Budget Committee (PBC) from 16 June 2025 to 20 June 2025. With respect to WIPO’s proposed Program and Budget for 2026/2027, the PBC passed the following decision: The PBC further requested to refer the outstanding items discussed during PBC 39 to the 66th series of meetings of the WIPO Assemblies: i. Removal of all references to the 2030 Agenda for Sustainable Development and SDGs from the Proposed Program and Budget for 2026/2027 As flagged by KEI in early May, the United States “expressed its antipathy to WIPO’s engagement with the Sustainable Development Goals (SDGs)” at the 34th session of WIPO’s 34th session of the Committee on Development and Intellectual Property (CDIP) in May 2025. On Wednesday, 18 June 2025 (on the third day of the June PBC), the United States stated: First, as stated repeatedly at PBC 38, the United States objects to the framing of this document in terms of the Sustainable Development Goals.WIPO should not be prioritizing the implementation of the SDGs or directing its work in an attempt to implement the SDGs. At PBC 38, the Secretariat clarified that WIPO does not budget for the SDGs but rather budgets for WIPO’s expected results in the Strategy House. The inclusion of unnecessary aesthetic elements, graphics and language implying WIPO’s Program of Work and Budget is guided by the UN 2030 Agenda for Sustainable Development and the SDGs gives a false impression of the manner in which WIPO’s work is driven. As such, the United States requests these elements be removed from the proposed Program of Work and Budget. At PBC 38, the Secretariat also clarified that WIPO’s implementation strategies are driven not by the SDGs but by the expected results of the Medium Term Strategic Plan. The extent to which WIPO’s work can be labeled as a contribution to the SDGs is simply a product of WIPO working towards its expected results. The United States also requests removing from the proposed Program of Work and Budget any language calling for WIPO to conduct its work or devote resources towards implementing the SDGs, including, for example, the regional and national development sector’s fourth priority and the section of the narrative on global challenges and partnership sector entitled 2030 Agenda for Sustainable Development and the Sustainable Development Goals. In response to the US intervention on WIPO and its work toward the implementation of the UN SDGS, several Member States responded. Brazil Brazil would like to start by thanking the Distinguished Delegation of the United States of America for sharing additional proposals during this afternoon.We look forward to receiving specific language in writing on this matter. With regard to the first and third points raised, we would like to add our voice to what has just been said by the Distinguished Representative from the African Group. This Delegation would like to reiterate our view on the pertinence and accuracy of the explicit reference on the proposed work program of work and budget to both the WIPO Development Agenda and to the Sustainable Development Goals, the SDGs. As we have already expressed during the PBC38, it is our view that the current document adequately reflects WIPO’s strategic priorities and is fully aligned with the organization’s medium-term strategic plan for 2022-2026, which we were able to collectively agree upon all Member States. This Delegation, therefore, supports our shared and continued efforts to ensure that IP system is inclusive, representative and responsive to the needs and priorities of all, including our Developing Countries. Brazil is particularly pleased with the increased budget allocation to developmental activities, including through the creation of the Development Acceleration Fund, which we consider is a significant step to strengthening WIPO’s commitment to development of oriented initiatives and to the effective implementation of WIPO’s Development Agenda Recommendations. Finally, Mr. Chair, we still trust that the discussions during the sessions will be able to reflect a common understanding that WIPO financial sustainability needs to go hand-in-hand with its development oriented responsibility being WIPO, a UN system organization. We remain committed to working constructively with all Delegations and with the Secretariat to advance a proposed program of work and budget that is balanced, transparent and development oriented. I thank you very much. Egypt Thank you, Mr. Chair.Our Delegation aligns itself with the statement delivered by the Distinguished Delegate of Namibia on behalf of African Group and we thank the Distinguished Delegate of the United States for their proposal. [The] Egypt Delegation highly values WIPO’s continued commitment to its Development Agenda and UN 2030 Sustainable Development Goals and supports in this regard the current proposal of the Programme of Work and Budget with regard to the allocation of resources to the Development Agenda as will add the new Development Acceleration Fund which demonstrates the pivotal role WIPO is playing in fostering innovation and supporting Development Agenda in respective Member States and comes in alignment with WIPO Medium Terms Strategic Plan 2022/2026. I thank you, Mr. Chair. Thank you very much for your intervention Mexico Thank you, Chair.Mexico also aligns itself with Delegations which have expressed their support to referencing the Sustainable Development Goals in the draft budget and the Development Acceleration Fund as currently reflected.Work on references to SDGs does not imply an external mandate above and beyond WIPO’s mandate but rather underpinning WIPO’s mandate within IP as a development tool. WIPO’s agenda is supported by all Member States and already intends to support IP in development. Including information on the SDGs in the budget is complimentary. This helps us to map out how projects help foster national and international development, increaseaccountability and ensures the evaluation of projects. This also helps us articulate our work better with the international system and other agencies and it helps us mobilize funds.So this does not limit our sovereignty but rather opens up greater opportunities for collaboration. The majority of Member States recognize that SDGs are an

Blog, Traditional Knowledge

WTO: Brazil, India and Peru call for the inclusion of a mandatory disclosure requirement in the WTO TRIPS Agreement

This post was originally published on KEI Online by Thiru On 18 March 2025, the World Trade Organization (WTO) published a communication (IP/C/W/719) by Brazil, India, and Peru entitled, “Revising discussions on the relationship between the TRIPS Agreement and Convention on Biological Diversity“. Brazil, India, and Peru have called for the inclusion of a mandatory disclosure requirement in the TRIPS Agreement based on a 2011 proposal (TN/C/W/59) by Brazil, China, Colombia, Ecuador, India, Indonesia, Peru, Thailand, the ACP Group and the African Group in 2011 to amend Article 29 of the TRIPS Agreement. The paper makes no explicit reference to digital sequence information (DSI). While this topic was broached at the March 2025 TRIPS Council meeting, this topic will be addressed at the next TRIPS Council meeting (26-27 June 2025). In the chapeau of the March 2025 paper, the demandeurs (Brazil, India, and Peru) articulated the interplay between traditional medical knowledge, modern medicine, traditional and complementary medicine use, the misappropriation of genetic resources, intellectual property, and biopiracy: 2. A WTO-WIPO-WHO joint study of 2020 titled ‘Promoting Access to Medical Technologies and Innovation’ notes the profound influence of traditional medical knowledge on modern medicine. With 88% of WHO members acknowledging traditional and complementary medicine use, international trade in these products is growing rapidly. However, the study notes that this has come on the back of the rampant misappropriation of genetic resources (GR) and associated traditional knowledge (TK). Some prominent examples of biopiracy include neem (India), turmeric (India), kava (Pacific Islands-Fiji and Vanuatu), ayahuasca (Brazil), quinoa (Peru), and hoodia (South Africa). Assessing the economic loss to developing countries due to biopiracy is a complex task involving multiple factors, such as the loss of intellectual property (IP) rights, restricted access to genetic resources, negative impact on traditional industries, and discouragement of research and development in the country of origin. In relation to biodiversity, the co-sponsors of IP/C/W/719 quoted a WHO Global Report on Traditional and Complementary Medicine from 2019, “developing countries, especially those with rich biodiversity in Asia, Africa, and South America, supply approximately two-thirds of the plants used in western and global medical systems”. Furthermore, the demandeurs noted: While recent data is publicly unavailable, a 1999 report by the United Nations Development Program estimates that if a 2% royalty were charged on genetic resources developed by local innovators in the South, the North would owe over USD 300 million in unpaid royalties for farmers’ crop seeds and more than USD 5 billion in unpaid royalties for medicinal plants. In the 719 paper, Brazil, India, and Peru described the Convention on Biological Diversity (CBD) and the Nagoya Protocol as having a “significant shortcoming” noting that the CBD and Nagoya Protocol do not “link these requirements with the patent system, resulting in the grant of erroneous patents to biopiracy-based inventions and lack of enforcement of the PIC and ABS commitments, particularly in a transboundary context.” 4. The CBD (1992) marked the first step towards recognising the sovereign rights of states over their biological resources. It conditioned access to biological resources and associated traditional knowledge with prior informed consent (PIC) and access and benefit sharing (ABS) with local communities, who are the rightful holders of such knowledge. The Nagoya Protocol, which came into force in 2014, further developed the legal framework established under the CBD to operationalise the requirements of PIC and ABS. A significant shortcoming of the CBD and Nagoya Protocol is that it does not link these requirements with the patent system, resulting in the grant of erroneous patents to biopiracy-based inventions and lack of enforcement of the PIC and ABS commitments, particularly in a transboundary context. The 719 paper points to the WIPO Treaty on Intellectual Property, Genetic Resources and Associated Traditional Knowledge, adopted in May 2024, as the culmination of over two decades of work to address some of the shortcomings in the CBD and Nagoya Protocol. 6. The WIPO treaty requires patent applicants to disclose the source of the genetic resources and traditional knowledge on which their claimed invention is based. The disclosure requirement, if complied with by the applicant, would aid the patent office in conducting a prior art search. It would help prevent the patenting of inventions based on genetic resources and associated traditional knowledge that do not fulfil the requirements of novelty and inventiveness. Genetic resources and associated traditional knowledge obtained from one country are often used as a basis for seeking a patent in another. In such situations, the disclosure requirement would make the patent office the checkpoint to identify instances of transboundary utilisation of genetic resources and traditional knowledge. While hailing the WIPO Treaty on IP, Genetic Resources and Associated Traditional Knowledge, the 719 demandeurs are cognizant that the WIPO treaty “does not offer recourse to international dispute settlement if states fail to establish the disclosure requirement under their domestic patent systems”. The demandeurs call for the amending of the TRIPS Agreement to integrate the mandatory disclosure requirement into the WTO’s institutional architecture, including its binding dispute settlement system. 7. While a progressive instrument, the WIPO treaty could be further strengthened by integrating these commitments under the TRIPS Agreement. First, the WIPO treaty does not offer recourse to international dispute settlement if states fail to establish the disclosure requirement under their domestic patent systems. Second, the WIPO treaty does not address the requirements to obtain PIC under mutually agreed terms (MAT). Hence, even though the treaty introduces the disclosure requirement, it does not provide for compliance with the ABS requirements. The WIPO treaty shifts the burden to ensure compliance on the government agencies and local communities of the provider country, who must monitor published patent applications worldwide to ensure compliance and enforce ABS through PIC under MAT. Thus, amending the TRIPS Agreement to integrate the mandatory disclosure requirement could subject this commitment to the WTO’s legal framework. Further, the TRIPS Agreement could build on the WIPO treaty to require evidence of PIC and benefit-sharing arrangements as a prerequisite for patent grant or commercialization, thereby reinforcing the

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Ensuring Indigenous Participation at WIPO: GRULAC Proposal at PBC/38

By Andres Izquierdo, Counsel, PIJIP, American University At the 38th session of WIPO’s Program and Budget Committee (PBC), the Delegation of Colombia, speaking on behalf of the Group of Latin American and Caribbean Countries (GRULAC), introduced a proposal to address the ongoing funding crisis that threatens the participation of Indigenous Peoples in WIPO’s norm-setting processes. The proposal calls for the internal reallocation of existing budgetary resources to ensure minimum, stable support for Indigenous and local community representatives at meetings of the Intergovernmental Committee on Intellectual Property and Genetic Resources, Traditional Knowledge and Folklore (IGC). Colombia emphasized that the proposal had the support of most GRULAC members and was developed in consultation with delegations from other regional groups. It was presented in response to the exhaustion of the WIPO Voluntary Fund, a mechanism created in 2005 (WO/GA/32/6) to support Indigenous participation but which has remained underfunded for years. The Delegation warned that the lack of resources—ongoing for more than a year—has already undermined inclusive participation in discussions directly impacting the rights and interests of Indigenous communities. Crucially, the GRULAC proposal does not introduce any new budgetary burdens. Instead, it draws on WIPO’s existing financial rules to allow internal reallocations, enabling at least two Indigenous representatives to attend each IGC session. This approach mirrors a precedent set in 2016 (IGC 31), when Member States—including Switzerland, Australia, New Zealand, Chile, and Peru—pushed for the inclusion of a contingent allocation from WIPO’s regular budget to temporarily support the Fund after its depletion (PBC/24). That 2016 compromise demonstrated that practical solutions can be implemented without amending the program budget or creating new financial obligations. Civil society organizations, including the South Centre, have long argued for the institutionalization of Indigenous participation through predictable, core budget allocations rather than reliance on inconsistent voluntary donations. GRULAC’s proposal responds to those calls and to the broader imperative of inclusive governance in global IP policymaking. No Member State objected to the proposal when it was introduced. However, the Chair deferred the final decision to an informal session to allow further review and discussion. GRULAC expressed its openness to constructive input from all delegations. As WIPO reflects on equity, access, and institutional coherence, this proposal offers a critical opportunity to reaffirm that the voices of Indigenous Peoples must not be sidelined in shaping international legal norms. The forthcoming informal session of the PBC 39th will be a key moment for Member States to move from recognition to action in ensuring meaningful, sustained Indigenous participation at WIPO.

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Fair Use Isn’t Optional: Judges Can Help Reclaim It for Creators

By Yuanxiao Xu. This post was originally published on Authors Alliance. “One need not be a copyright scholar to evaluate fair use. One need only understand the purpose of copyright. — Leval wins my heart forever” Brandon Butler’s drawing of Judge Leval. CC BY 4.0. If you have spent much time exploring U.S. copyright law, you’d likely have encountered the writings—or at least the influence—of Judge Pierre Leval. Among many other contributions, his “Toward a Fair Use Standard” article built a solid foundation for modern fair use jurisprudence. On the bench, Judge Leval’s opinions are famed for their clarity and balance, always mindful of “copyright’s overall objective of contributing to public knowledge,” as can be seen in his landmark decision in Authors Guild v. Google.  On May 23rd, another very important opinion was authored by Judge Leval for the Second Circuit Court in Romanova v. Amilus Inc. Although we won’t delve into it further in this blog post, his opinion provides much-needed clarification on “justification” post-Warhol—guidance that we hope many courts will follow in the coming years. The case facts in Romanova were simple and straightforward: a photographer sued a website for republishing her photo without permission. The district court wrongly found fair use, and the Second Circuit reversed.  The opinion authored by Judge Leval was characteristically thoughtful, not only in its substantive treatment of fair use, but also in its strong affirmation of the district court’s decision to raise fair use sua sponte (Latin for “of one’s own accord “—sua sponte is used to indicate that a court has taken notice of an issue on its own motion, without prompting or suggestion from either party). This post focuses on that procedural dimension of Romanova and goes one step further, explaining why fair use should never have been treated as an affirmative defense in the first place. For decades, Campbell v. Acuff-Rose has been celebrated as a decision that fortified fair use. But ironically, the decision also ossified the view that fair use is strictly an affirmative defense—significantly limiting the power of fair use to safeguard free expression in practice. Even where lower courts are doubtful, they nevertheless feel bound by the way the Campbell court construed fair use as an affirmative defense. In a footnote in Suntrust Bank v. Houghton Mifflin, the Eleventh Circuit Court mused: “fair use is commonly referred to an affirmative defense, see Campbell v. Acuff-Rose Music . . . Nevertheless, the fact that the fair use right must be procedurally asserted as an affirmative defense does not detract from its constitutional significance as a guarantor to access and use for First Amendment purposes.” Now, Judge Leval (whose influential scholarship was cited with approval in Campbell) is helping to restore the power of fair use as a fundamental right—one that cannot be waived, forfeited, or overlooked due to procedural missteps.  Although the case facts and substantive fair use ruling in Romanova are relatively routine, its procedural holding stands out as especially noteworthy. It restores to fair use its legal force and its human dimension.  The district court in Romanova, acting on its own initiative, dismissed the plaintiff’s copyright infringement claim on the basis of the defendant’s use being a fair use, even though the defendant had not appeared in court and never raised the fair use defense.  The Second Circuit upheld the decision of the district court to consider fair use sua sponte. While the court did not go so far as to declare that fair use is not an affirmative defense, Judge Leval’s opinion strips away some of the harmful consequences of treating fair use procedurally rigidly. According to Judge Leval, justice should not depend on one party’s ability to afford litigation, and that courts are always empowered to consider obvious, meritorious fair use defenses. Recognizing how imbalances in power play out in costly copyright litigation, Judge Leval reasoned with clairvoyance: At times, small corporations simply cannot afford the expense of counsel needed to defend a suit. Default does not necessarily preclude the court’s consideration of affirmative defenses available to the defendant, especially when they have obvious merit and their applicability is evident from the face of the complaint. Otherwise, plaintiffs could often easily inflict unjustified harms on small corporate enemies. Intimidation tactics would threaten to strip small creators of their content, and would silence the numerous small platforms that need the protection of the fair use doctrine. (emphasis added) He concluded: The district court here believed that its consideration of the fair use defense would serve justice and advance the goals of copyright. [The district] court misunderstood the fair use defense, which in fact had no proper application to these facts. But we cannot fault the district court for considering a defense which it believed (albeit mistakenly) was valid and important. While district courts should indeed be cautious before sua sponte invoking affirmative defenses on behalf of defaulting defendants, they should also be cautious about not considering such defenses. Up until this opinion, many courts have doggedly followed the mistaken belief that defendants must plead fair use in their answer or a motion to dismiss, or risk waiving it—because fair use has been characterized rigidly as an affirmative defense, a position reinforced by lower courts’ reading of Campbell.  An affirmative defense first admits that a wrongful act has occurred, then offers a justification or excuse that negates culpability. The wrongfulness of the act is central to the concept of an affirmative defense. For example, a bribe given in a foreign country is wrongful by nature, but if the foreign country’s written law allows for such payments, it can serve as an affirmative defense; a board of directors neglecting fiduciary duty is wrongful by nature, but they can use a later shareholder rectifying vote as an affirmative defense; most famously, perhaps, killing another human is wrongful by its nature, but self defense is an affirmative defense. Because of the innate wrongfulness of the acts in such circumstances, it seems reasonable that the presumed wrongdoer must raise an affirmative defense and support it with evidence.  However, fair use is not a wrongful act by nature, and treating it as though it were fundamentally misunderstands its role in copyright law. Unlike bribery, breach of fiduciary

Blog, Trade Agreements & IP

Malaysia-EFTA Economic Partnership Agreement (MEEPA) Would Tie Malaysia’s Hands on Access to Medicines

Brook K. Baker, Prof. Emeritus, Northeastern U. School of Law, Senior Policy Analyst, Health GAP The MEEPA is a tentatively concluded trade agreement between Malaysia and EFTA (the European Free Trade Association of Iceland, Liechtenstein, Norway and Switzerland) that may soon be signed by the Malaysian government. Malaysian negotiators have accepted intellectual property (IP) protections above those required by the WTO Agreement on Trade-Related Aspects of Intellectual Property Rights (TRIPS), which will adversely and needlessly affect affordable and equitable access to medicines in Malaysia for generations.  The Malaysian government should instruct its negotiators to reject all of the TRIPS-plus measures discussed below. The TRIPS-plus demands of EFTA are in line with similar demands from the European Union and the United States in their trade agreements that seek to extend monopoly power for Northern biopharmaceutical companies.  These companies seek to expand IP that prevents competition so that they can impose exorbitant (and often secret) prices on middle-income countries like Malaysia.  The result is gross profiteering at the expense of governments, insurers, and patients, who are often priced out of the market. Contrary to MEEPA Article 7.1, Malaysia Should be Permitted to Retain its Existing Right to Issue Compulsory Licences for Failure to Work a Patent Locally Article 7.1 of MEEPA would prevent Malaysia from relying on Section 49 of its Patent Law to issue compulsory licences for failure to work the patent through local manufacture when such manufacture is feasible. Article 7.1 of MEEPA states: ‘In line with TRIPS Article 27 (1), importation and offering on the market shall be considered a way of exploiting the patent in the country of importation. Accordingly, a compulsory licence may not be granted on the sole ground that a product protected by a patent or a product incorporating a patented process is being imported and not locally produced or used.’ In contrast, Section 49(1) of the Malaysian Patents Act states: At any time after the expiration of three years from the grant of a patent, or four years from the filing date of the patent application, whichever is the later, any person may apply to the Registrar for a compulsory licence under any of the following circumstances: (a)  where there is no production of the patented product or application of the patented process in Malaysia without any legitimate reason; (b)  where there is no product produced in Malaysia under the patent for sale in any domestic market, or there are some but they do not meet public demand without any legitimate reason. Article 5A(2) of the Paris Convention, which is incorporated by reference into the TRIPS Agreement via Article 2.1, authorizes countries to provide for compulsory licences in case of failure by the patentee to work the patent domestically. [1] There are time limits affecting when such licences can be issued: the last of either four years from the filing of the patent application or three years after it grant. Although the scope of working rules is not without some controversy,[2] an interpretation that local working requires at least some degree of in-country manufacturing and is TRIPS compliant, at least with respect to the issuance of compulsory licences, has broad support.[3] India, Brazil, Malaysia itself, and other countries, including the Philippines, still have laws allowing compulsory licenses when a patent is not worked via local manufacture or licensed to a local producer.[4]  Likewise, Malaysia should fight to retain the right to issue compulsory licences on the grounds that a patent is not manufactured locally even though it is economically feasible to do so.  Allowing compulsory licenses for failure to manufacture locally enables Malaysia to secure technology transfer, to expand its biopharmaceutical manufacturing capacity, and to help ensure security of supply, including it cases like the COVID-19 pandemic when foreign producers preferentially supplied high-income country demand. Contrary to MEEPA Article 7.3(a), Malaysia Should Maintain the Right to Have an Exception to Patent Rights for Therapeutic Uses of Patented Products. Article 7.3(a) of the MEEPA IP Chapter permits excluding methods of treatment from patentability: “Each Party may also exclude from patentability: any invention of a method for treatment of the human or animal body by surgery or therapy or for diagnostic methods practised on the human or animal body.”  But subsection (a) also adds a disabling exception to this exclusion that would ultimately require Malaysia to issue evergreening use patents on biopharmaceutical products: “This provision (i.e. the exclusion) shall not apply to products, in particular substances or compositions, for use in any of these methods.” Article 27.3(a) of the TRIPS Agreement allows each WTO Member State, including Malaysia, to exclude from patentability: “diagnostic, therapeutic and surgical methods for the treatment of humans or animals.”  This exclusion has been consistently interpreted to allow countries to disallow patents on uses, including new uses, of previously patented biopharmaceutical products.  As a result, many countries limit patents on new or additional uses of known substances (in the pharmaceutical context new indications), and many experts and expert reports have recommended that low- and middle-income countries adopt per se exclusions for patents on new uses or methods of use.[5]  Exclusion of new use or method of use patents is expressly permitted by Article 27.3(a) of the TRIPS Agreement, which permits exclusions of patents on “diagnostic, therapeutic and surgical methods.” Under this approach, “there is no real difference between patent claims relating to the use of a substance and those relating to a therapeutic method: in both cases a new medical activity is claimed, i.e. a new way of using one or more known products.”[6] Andean Community patent law explicitly stipulates that both products and processes already patented and included in the state of the art may not be the subject of a new patent on the sole ground of having been put to a use different from that originally contemplated by the initial patent.  India explicitly prohibits patenting of all new uses and methods of use under section 3(d) of its Amended (2005) Patents Act as does Argentina, Pakistan, and the

Blog, Traditional Knowledge

WIPO-IGC 51st Sessions Breaks Jinx, Recommends Mandate Renewal

by Chidi Oguamanam* First Published by ABS Canada here. Republished on Infojustice with the permission of the author. Delegates to the World Intellectual Property Organization Special Committee on Intellectual Property and Genetic Resources, Traditional Knowledge and Traditional Cultural Expressions (WIPO-IGC) resumed and concluded their last deliberations for the 2024-2025 biennium on May 30-June 5. Most of the first day was used for the traditional opening statements through which major negotiating blocs and delegations signalled to one another their expectations for the 6-day meeting. No Appetite for Impasse The 51st session was unique in many ways. It was co-chaired by Anna Vuopala (Finland) and Erika Patriota (Brazil). Respectively, each of the two Chairs superintended over two failed IGCs – IGC 49 and IGC 50. Their co-chairing of the last and final sessions of the IGC for the biennium was expected to draw from their experiences from the two failed previous sessions in a row. The odds were in their favour. Neither of the hardliner demandeur nations or blocs nor their non-demandeur counterparts were disposed to filibuster negotiations. Any such outcome would potentially result in non-renewal of the IGC mandate for the next biennium (2026-2027).  It was clear to the delegates that mandate renewal was the biggest issue on the agenda listed under item 6 for the session (Taking Stock of Progress and Making a Recommendation to the General Assembly). Tension on Rights-based and Measures-based Approaches Remains Yet, despite the priority of mandate renewal, there was no let up to the tensions that partly led to the two failed IGCs. The United States, Japan and their Group B allies as well as CEBs, and Switzerland were bent on enumerating a litany of measures in the text in preference to rights. They construed a measures-based approach as having priority over a rights-based approach to the protection of TK and TCEs. At the 50th session, the US delegation, with the active support of Japan, Korea, Canada and Switzerland introduced the language of “safeguarding” to further entrench their measures-based approach and conceivably to water their expectation for a soft and non-binding instrument. This sentiment is also shared by the EU as a bloc. The attempt to center a measures-based approach stoked tension and resistance on the part of the broad coalition of the Indigenous Caucus, African Group, Group of Like-Minded Countries, China, the Group of Latin American and Carbbean Countries, some members of the Asian Pacific Group and New Zealand. It also nearly derailed the 51st sessions with demandeurs insisting on blocking those safeguarding aspects of measures-based languages regarding TK and TCEs. Nigeria deplored the deliberate attempt at regime duplication as a ploy to undermine the IGC mandate on TK and TCEs which is clear on effective protection of the subject matters. For Nigeria and the Africa Group, safeguarding of TK and TCEs is dealt with at the UNESCO. As a compromise, those textual drafts on safeguarding and measures-based were taken on board by the three facilitators of the 51st sessions (Ghana, US and Colombia) in an ambiguous procedural circumstance and kept in square brackets under “Alternative X”. This was to preserve the sanctity of the Facilitators’ Alternatives carried over from the IGC 49 texts (WIPO/GRTKF/IC/49/4; WIPO/GRTKF/IC/49/5 which was the default working document and same as from IGC 47) around which there remains a broad coalescing of understanding. Thus, the two texts (TK and TCEs) from the 51st session did little to close gaps. In sum, the delegations agreed on modest progress on the two texts of the TK and TCEs from the 51st sessions. The progress included modest striking out of a few texts that did not have the backing of any interested bloc as well as the bracketing of the US and allies-backed Alternative X.  The remaining two days were devoted to mandate negotiations. United States-led Charge to Weaken IGC Mandate The mandate was negotiated through a combination of deliberations at the informal sessions with ratifications at the plenary. The United States delegation left no doubt regarding their determination to limit the IGC meetings and to whittle down its mandate, a move that was strongly supported by Japan, Switzerland and some Group B allies. The United States went as far as proposing a maximum of two meetings, arguing for resetting the IGC for lack of progress. From the perspective of demandeurs, if there was lack of progress, the blame lies with non-demandeurs whose strategy for scuttling progress remained obvious. For the demandeurs, there was need to keep the momentum created by the two recent WIPO treaties of 2024 – the GR Treaty and the Riyadh Design Law Treaty. These developments called for more meetings and not less. Framing GRs in the TK/TCEs Mandate After GR Treaty In addition to different narratives of progress and dissonance over the number of meetings, another issue of contention for the mandate was how to frame GRs into the mandate given the conclusion of the GR treaty. For IPLCs through the Indigenous Caucus, the conceptual holism of TK, TCEs and GRs is not undermined by the fact that a GR treaty has been concluded within the framework of patents. For the Caucus, the Africa Group, GRULAC and LMCs and other demandeurs, discussions about GRs cannot be severed from TK and TCEs notwithstanding the conclusion of the GR treaty.  As a compromise position, delegates agreed that GRs will continue to be part of the IGC mandate, save that there will be no normative negotiations capable of reopening the GR text. Debate over an Evidence-based Method The next most prominent issue in the mandate negotiations was the palpable suspicion among demandeurs and non-demandeurs on the language regarding collection of evidence to inform negotiations.  Evidence-based methodology has been an integral part of the mandate and the work of the IGC. Demandeurs insisted that there is a deluge of real-world evidence and studies, now increasingly magnified by emergent national and regional regimes on the protection of GRs, TK and TCEs. They maintained that the tendency by non-demandeurs to fixate on an

Blog, Case Studies, TDM Cases

The NOODL license: Licensing African datasets to support research and AI in the Global South

With the increasing prominence of AI in all sectors of our economy and society, access to training data has become an important topic for practitioners and policy makers. In the Global North, a small number of large corporations with deep pockets have gained a head start in AI development, using training data from all over the world. But what about the creators and the communities whose creative works and languages are being used to train AI models? Shouldn’t they also derive some benefit? And what about AI developers in Africa and the Global South, who often struggle to gain access to training data? In an effort to try to level the playing field and ensure that AI supports the public interest, legal experts and practitioners in the Global South are developing new tools and protocols which aim to tackle these questions. One approach is to come up with new licenses for datasets. In a pathbreaking initiative, lawyers at the University of Strathmore in Nairobi have teamed up with their counterparts at the University of Pretoria to develop the NOODL license. NOODL  is a tiered license, building on Creative Commons, but with preferential terms for developers in Africa and the Global South. It also opens the door for recognition and a flow of benefits to creators and communities.  NOODL was inspired by researchers using African language works to develop Natural Language Processing systems, for purposes such as translation and language preservation. In this presentation, Dr Melissa Omino, the Head of the Centre for Intellectual Property and Information Technology Law (CIPIT) at Strathmore University in Nairobi, Kenya, talks about the NOODL license.  This presentation was originally delivered at the Conference on Copyright and the Public Interest in Africa and the Global South, in Johannesburg in February 2025. The full video of the presentation is available here.  Licensing African Datasets to ensure support for Research and AI in the Global South Dr Melissa Omino Introduction [Ben Cashdan]: We have Dr. Melissa Omino from CIPIT at the University of Strathmore in Nairobi to talk a little bit about a piece of work that they’re doing to try and ensure that the doors are not closed, that there is some opportunity to go on doing AI, doing research in Africa, but not necessarily throwing the doors open to everybody to do everything with all our stuff. Tell us a little bit about that.  [Dr Melissa Omino] Well, I really like that introduction. Yes, and that was the thinking behind it. Also, it’s interesting that I’m sitting next to Vukosi [Marivate, Professor of Computer Science at University of Pretoria] because Vukosi has a great influence on why the license exists. You’ve heard him talking about Masakhane and the language data that they needed. In the previous ReCreate conference, where we talked about the JW300 dataset, I hope you all know about that. If you don’t know, this is a plug for the ReCreate YouTube channel so that you can go and look at that story. That’s a Masakhane story. Background: The JW300 Dataset To make sure that we’re all together in the room, I’ll give you a short synopsis about the JW300 dataset. Vukosi, you can jump in if I get something wrong. Essentially, Masakhane, as a group of African AI developers, were conducting text data mining online for African languages so that they could build AI tools that solve African problems. We just had a wonderful example right now about the weather in Zulu, things like that. That’s what they wanted to cater for and the solutions they wanted to create. They went ahead and found [that there are] very minimal datasets or data available online for African problem solving, basically in African languages. But they did find one useful resource, which was on the Jehovah’s Witness website, where it had a lot of African languages because they had translated the Bible into different African languages. They were utilizing this in what was called the JW300 dataset. However, somehow, I don’t know how, you guys thought about copyright. They thought about copyright after text data mining. They thought, hey, can you actually use this dataset? That’s how they approached it. The first thing we did was look at the website. Copyright notices excluding text and data mining Most websites have a copyright notice, and a copyright notice lets you know what you can and can’t do with the copyright material that is presented on the website. The copyright notice on the Jehovah’s Witness website specifically excluded text data mining for the data that was there. We went back to Masakhane and said, sorry, you can’t use all this great work that you’ve collected. You can’t use it because it belongs to Jehovah’s Witness, and Jehovah’s Witness is an American company registered in Pennsylvania. They asked us, how is it that this is African languages from different parts of Africa, and the copyright belongs to an American company, and we cannot use the language? I said, well, that’s how the law works. And so they abandoned the JW300 dataset. This created a new avenue of research because Masakhane did not give up. They became innovative and decided to collect their own language datasets. And not only is Masakhane doing this, Kencorpus is also doing this by collecting their own language datasets. Building a Corpus of African Language Data But where do you get African languages from? People. You go to the people to collect the language, right? If you’re lucky, you can find a text that has the language, but not all African languages will have the text. Your first source would be the communities that speak the African languages, right? So you’re funded because collecting language is expensive – Vukosi can confirm.  He’s collecting 3,000 languages or 3,000 hours of languages. His budget is crazy to collect that. So you collect the language. You go to the community, record them however you want to do that. Copyright experts will tell you the minute you

Artificial Intelligence, Blog

The Great Flip: Can Opt-Outs be a Permitted Exception? Part II

Lokesh Vyas and Yogesh Badwal This post was originally published on Spicy IP. In the previous part, we examined whether the opt-out mechanism, as claimed in Gen-AI litigations, constitutes a prohibited formality for the “enjoyment and exercise” of authors’ rights under Article 5(2) of the Berne Convention. And we argued no. In this post, we address the second question: Can opting out be permitted as an exception under the three-step test outlined in Article 9(2)? If you haven’t seen the previous post, some context is helpful. (Or, you can skip this part) As we mentioned in the last post, “Many generative AI models are trained on vast datasets (which can also be copyrighted works) scraped from the internet, often without the explicit consent of content creators, raising legal, ethical, and normative questions. To address this, some AI developers have created and claimed “opt-out mechanisms,” allowing copyright holders or creators to ask that their works not be used in training (e.g., OpenAI’s Policy FAQs).  Opt out under the Copyright Exception A  question arises here: What are the other ways opt-out mechanisms can be justified if the states want to make a mechanism like that? One may say that opt-outs can be valid under the Berne Convention if an exception (e.g., an AI training exception with an inbuilt opt-out possibility) passes the three-step test. And this way, opt-outs can be regarded as a legitimate limit on holders’ exclusive rights. For reference, the three-step test was created in the 1967 revision conference, later followed in Article 13 of TRIPS and Article 10 of WCT. The test creates a room for the nations to make certain exceptions and limitations. Article 9(2) authorises the member countries “to permit the reproduction” of copyright works in 1.) “certain special cases, provided that such reproduction 2.) does not conflict with a normal exploitation of the work and 3.) does not unreasonably prejudice the legitimate interests of the author”.  Although we don’t delve into the test, how opting out can be a part of an exception can be understood from an example. For instance, as Ginsburg exemplifies, if a country states that authors lose their translation rights unless they explicitly reserve or opt out of them, it would violate Article 5(2) because such rights under Berne must apply automatically, without formalities. This actually happened with Turkey in 1931, whose application for membership was rejected due to the condition of deposit for translation rights in its domestic law. (See Ricketson and Ginsburg’s commentary, paragraph 17.18.)  But if an exception (like allowing radio retransmissions in bars) already complies with Berne’s provisions and applies equally to all authors, then letting authors opt out of that exception would give them more rights than Berne requires. And this should be permissible.  Notably, introducing an exception, such as for AI training, must first pass the three-step test. Opt out can be built therein. However, remember that every exception presupposes a prima facie infringement. Within that frame, the opt-out offers the author a chance not to lose. Thus, it creates an inadvertent expansion of her rights beyond the convention.  Additionally, opt-out can fare well with the three-step test due to the factor of “equitable remuneration to authors.” As Gompel notes in his piece, “…‘opt out’ eases compliance with the three-step test because it mitigates some of the adverse effects of the proposed copyright exception. That is, it enables authors to retain exclusivity by opting out of the compensation scheme.”  Another question also exists: Did Berne contain particular provisions that directly allowed an opt-out arrangement? Well, the answer is Yes. Does opting out equal the right to reserve under Article 10bis? Not really. Setting aside the debate over formality and the three-step test, the Berne Convention contains an opt-out-style provision, albeit limited, where authors must explicitly reserve their rights to avoid specific uses of their work. Relevant here is Article 10bis of the Convention, which allows member countries to create exceptions for the reproduction of works published in newspapers on, among other topics, current economic, political, or religious issues. However, it also allows the authors to ‘expressly reserve’ their work from reproduction. Indian Copyright Act, 1957 also contains a similar provision in Section 52(1)(m). Interestingly, the right to reserve exploitation has been part of the Berne Convention since its earliest draft. It first appeared in Article 7 alongside the provision on formalities, which was numbered Article 2 in the draft. Article 7 became Article 9(2) in 1908, when formalities were prohibited and the no-formality rule entered the Berne Convention.  This historical pairing raises a strong presumption: opting out of a specific mode of exploitation cannot automatically be deemed a prohibited formality. Ginsburg confirms this, citing the 1908 Berlin Conference, which clarified that the reservation/opt-out clause (then Article 9(2)) was not considered a formality. But can this special setting (created in Article 10bis(1)) be used to open the door for general opt-out AI exception measures by countries? We doubt it. As the negotiation history of the 1967 revision conference suggests, Article 10bis(1) is a lex specialis, i.e., a narrow and specific exception (See page 1134 of Negotiations, Vol. II). This means that it may derogate from the general no-formalities rule, but it cannot serve as a model for broader declaratory measures.  Conclusion The upshot is that opt-outs may be de facto formalities. However, not all formalities are prohibited under the Berne Convention. The convention enables countries to make some formalities on “the extent of protection.” Three key points emerge from this discussion: One, opting out may not be a formality that prevents the enjoyment and exercise of rights, as Gompel and Sentfeln confirm, and Ginsburg argues otherwise. Two, it can be a part of an AI training exception if such an exception can pass the three-step test. When applying this test, opting out would support the factor of equitable remuneration. Three, Article 10(bis) on the right to reserve cannot be read expansively. While it can be used to justify the three-step test as Sentfleben does, it might not be extended generally. Okay. That’s it from our end. À bientôt’ Primary Sources:-

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