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> 19 Jul 2004 12:00:36 -0000

 

> Questions over Schmeiser’s Ruling

> press-release

>

>

> The Institute of Science in Society Science Society

> Sustainability http://www.i-sis.org.uk

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> press-release ISIS Director

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>

> ISIS Press Release 17/07/04 Questions over

> Schmeiser's

> Ruling Percy Schmeiser's battle with the GM giant

> Monsanto

> came to an end with the recent Supreme Court ruling,

> but

> what does it really mean? Lim Li Ching raises key

> questions

>

> The sources for this article are posted on ISIS

> members'

> website http://www.i-sis.org.uk/full/QOSRFull.php.

> Details

> here http://www.i-sis.org.uk/membership.php.

>

> Schmeiser vs Monsanto The Supreme Court of Canada

> has upheld

> the lower courts' rulings that Percy Schmeiser

> infringed

> Monsanto's patent on the transgene that confers

> resistance

> to glyphosate herbicides such as Roundup. The

> judgement, by

> a narrow 5-4 margin in favour, was given on 21 May

> 2004. It

> marked the end of an uphill legal battle for the

> Saskatchewan farmer.

>

> In 1998, Monsanto brought Schmeiser to court,

> alleging that

> he had planted and reproduced canola seeds and

> plants

> containing genes and cells claimed in its patent,

> and had

> sold the harvest, without consent or licence (see

> " Schmeiser's battle for the seed " , SiS 19

> http://www.i-sis.org.uk/isisnews/sis19.php).

> Schmeiser, a seed developer and seed saver, argued

> in his

> defence that he had merely planted his fields with

> seed

> saved from the previous year, and that his crops

> must have

> been contaminated by Roundup transgenes.

>

> The judge ruled in Monsanto's favour in March 2001,

> finding

> that Schmeiser had in 1998, planted without licence,

> canola

> fields with seed saved from the 1997 crop, which " he

> knew,

> or ought to have known " , was Roundup tolerant. The

> crop,

> when tested, did contain the gene and cells claimed

> in

> Monsanto's patent. But, " the source of the Roundup

> resistant

> canola. is really not significant for the resolution

> of.

> infringement " . Thus, a farmer whose field contains

> seed or

> plants originating from seed spilled or blown into

> them, in

> swaths from a neighbour's land or from germination

> by pollen

> carried by insects, birds or wind, does not have the

> right

> to use the patented gene, or the seed or plant it is

> in, the

> judge said.

>

> Schmeiser was ordered to pay Monsanto its court

> costs and

> the profit from his 1998 canola crop, amounting to

> approximately Canadian $175,000. Schmeiser appealed,

> but all

> three judges of the Federal Court of Appeal ruled

> against

> him in May 2002.

>

> Split decision This latest appeal, brought to the

> highest

> court in Canada, resulted in a split decision: five

> to four.

> While the judges agreed that higher life forms,

> including

> plants, cannot be patented, the majority (by one)

> found

> Schmeiser guilty of patent infringement, but the

> minority

> held that patented genes should not grant exclusive

> rights

> over the plant in which it occurs.

>

> The judges unanimously set aside the crop profits

> that

> Schmeiser had been earlier ordered to pay Monsanto.

> This was

> because his profits were " precisely what they would

> have

> been had [he] planted and harvested ordinary

> canola " . Nor

> did he gain any advantage from the herbicide

> resistant

> nature of the crop, as he didn't spray Roundup to

> reduce

> weeds.

>

> Furthermore, the judges concluded that he should not

> pay

> Monsanto's legal bills, a considerable sum

> accumulated over

> the years. The 'loser' of a case is usually obliged

> to

> absorb the legal costs of the 'winner'. In this

> case, each

> party had to bear their own costs.

>

> These findings were a personal victory for Schmeiser

> and his

> wife, who had spent the last seven years and much of

> their

> own resources to fight their case.

>

> 'Expansive' patent Five of the nine judges said that

>

> Monsanto's patent was valid irrespective of whether

> protection for the gene and cells extends to

> activities

> involving the plant. Although Monsanto only claims

> protection for the genes and cells, " a purposive

> construction of the patent claims recognizes that

> the

> invention will be practised in plants regenerated

> from the

> patented cells. "

>

> As the trial judge's findings that Schmeiser saved,

> planted,

> harvested and sold the crop containing the patented

> gene and

> cells were uncontested (although the original plants

> came

> onto his land without his intervention), the issue

> was

> whether this amounted to " use " of patented material.

>

> According to the five judges who found Schmeiser

> guilty of

> infringing Monsanto's patent, the acts of saving and

>

> planting the seed, then harvesting and selling

> plants

> containing the patented cells and genes, constituted

>

> " utilization " of the patented material.

>

> Furthermore, by cultivating the canola without

> license,

> Schmeiser was deemed to have " deprived [Monsanto] of

> the

> full enjoyment of the monopoly " .

>

> The five judges maintained that infringement does

> not

> require use of the gene or cell in isolation. They

> also said

> that Schmeiser had failed to rebut the presumption

> of use,

> as he had actively cultivated Roundup Ready canola

> as part

> of his business operations. They maintained that

> infringement does not require the use of Roundup, to

> account

> for the " stand-by " utility of the herbicide tolerant

> trait

> (i.e. whether or not a farmer sprays Roundup,

> cultivating

> Roundup Ready canola means that the farmer may in

> future

> spray and benefit).

>

> The presence of one patented gene thus in effect

> confers

> control over the entire plant, something that

> Monsanto

> cannot actually patent. In so accepting this

> " expansive "

> conception of patents, the five judges seem to

> contradict

> their own 2002 decision, which saw the Supreme Court

> ruling

> that higher life forms cannot be patented in Canada

> (see

> " Canada rejects patents on higher life forms " , SiS

> 19

> http://www.i-sis.org.uk/isisnews/sis19.php). Now, 18

> months

> later, these judges ruled that higher life forms

> containing

> a single patented gene are effectively the property

> of the

> owner of the single patented gene. These two

> diametrically

> opposed positions are difficult to reconcile.

>

> Dissenting view In contrast, the four dissenting

> judges used

> the Supreme Court decision that plants, as higher

> life

> forms, are not patentable, to argue that Monsanto's

> patent

> claims over the transgene and cells, while valid,

> should not

> " grant exclusive rights over the plant and all of

> its

> offspring " . In short, they argued that Monsanto's

> valid

> claims should be solely for genetically modified

> (GM) genes

> and cells in the laboratory prior to regeneration,

> and for

> the attendant process for making the GM plant.

>

> Moreover, the Canadian patent explicitly limits

> protection

> to the transgene and the cells containing it. By not

>

> including whole plants, seeds or crops, the

> dissenting

> judges said that Monsanto had specifically

> disclaimed plants

> in their patent, i.e. " what is not claimed is

> considered

> disclaimed " . As such, one could not reasonably

> expect patent

> protection to be " extended to unpatentable plants

> and their

> offspring " .

>

> In the opinion of the minority, the appropriate test

> for

> determining " use " is whether the patentee has been

> deprived

> of monopoly over the use of the invention as

> construed in

> the claims, rather than whether the patentee was

> deprived of

> the commercial benefits flowing from the invention.

> Applied

> here, the question is whether Schmeiser had used

> Monsanto's

> GM cells and genes as they existed in the laboratory

> prior

> to differentiation and propagation, or the GM

> process. Their

> answer was " no " .

>

> The dissenting judges said that the lower courts had

> erred

> not only in construing the claims to extend to

> plants and

> seed, but also in construing " use " to include the

> use of the

> plant, which is explicitly disclaimed by Monsanto.

> Accordingly, they argued that cultivation of plants

> containing the patented gene and cell does not

> constitute

> infringement, neither do those plants have

> " stand-by "

> utility. To conclude otherwise would, in effect,

> confer

> patent protection on the plant.

>

> Uncertain implications The court, while confirming

> the

> validity of Monsanto's patent on the transgene and

> modified

> cells, did not rule on the validity of patents on

> life

> forms, or whether it is right or wise to genetically

> modify

> plants. Neither did it answer the difficult

> questions about

> how GMOs can be controlled once released. These

> issues will

> have to be addressed by Parliament.

>

> The 2002 Supreme Court decision that higher life

> forms, such

> as plants, are unpatentable still stands. Monsanto

> did not

> claim patent protection over a GM plant, only the

> modified

> genes and cells and the process for making them.

> However,

> the effect of this judgment is that Monsanto's

> rights on a

> patented gene and cells extend to the (unpatentable)

> plant

> in which it is found, if the alleged infringer is

> judged to

> have used the patent; in Schmeiser's case, by

> saving,

> planting, harvesting and selling in a commercial

> context.

>

> A Canadian farmer's right to save and use seeds

> generally

> should not be inherently jeopardised by the

> decision. Even

> plant varieties protected under the Plant Breeders'

> Rights

> Act have an exemption, in that a " farmers'

> privilege "

> applies, allowing farmers to save and replant seeds

> from a

> protected variety, on their own farm. (However, it

> does not

> allow farmers to exchange or sell seeds of a

> protected

> variety.)

>

> But how the Plant Breeders' Rights Act interfaces

> with the

> Patent Act in the light of this decision is unclear.

> Canada

> has ratified the 1978 Act of the International Union

> for the

> Protection of New Varieties of Plants (UPOV), which

> accepts

> that granting a plant breeders' right on a given

> variety

> implies that no patent can be granted to the same

> variety.

> What happens when a patented gene inadvertently

> lands in (or

> is present in) a variety protected under the Plant

> Breeders'

> Rights Act, which allows farmers to save seeds from

> that

> protected variety?

>

> As canola pollen and seed are uncontainable,

> Monsanto could

> accuse virtually any farmer of 'infringement',

> simply

> because virtually every field is likely to

> inadvertently

> have plants bearing its patented genes. However,

> contamination of plants by patented genes, by

> itself, will

> not automatically be patent infringement in Canada.

> For the

> issue in Schmeiser's case was not the adventitious

> arrival

> of Monsanto's GM canola on his land. (The majority

> emphasized they were not considering the innocent

> discovery

> by farmers of " blow-by " plants.) Rather, what were

> pivotal

> were the acts of sowing and cultivation, so the

> conduct of

> farmers on discovering unwanted GM crops in their

> fields

> will be crucial.

>

> Will saving and planting seed containing a patented

> gene

> without authorisation then be illegal? Perhaps, yes,

> if a

> farmer saves and reuses seed they know to be

> contaminated by

> a patented gene, instead of informing the company.

> Perhaps,

> no, if a farmer is able to rebut the presumption of

> use

> arising from possession by showing that they never

> intended

> to cultivate plants containing the patented material

> (e.g.

> quickly arranging for its removal). They could prove

> that

> the presence of patented genes was accidental, by

> showing

> that its concentration is consistent with that

> expected from

> unsolicited " blow-by " plants.

>

> But, what concentrations are judged as attributable

> to

> " blow-by " plants? The decision is silent on this.

> Why does

> the burden of monitoring and reporting fall on the

> farmer?

> The judgement forces everyone who does not sign a

> technology-use agreement to accept responsibility

> for

> identifying contaminants and reporting them. Failure

> to do

> so incurs liability, as it did for Schmeiser. What

> about a

> plant that has more than one inadvertent patented

> gene? Such

> plants already exist. Will farmers now have to

> report for

> every crop, every company and every patented gene?

>

> Furthermore, as the dissenting judges point out, it

> would be

> difficult for a farmer to rebut the presumption of

> use once

> they become aware that a plant containing patented

> genes was

> present - or likely to be present - on their land

> and

> continued to practice traditional farming methods,

> such as

> saving seed (as Schmeiser had done). They

> recommended that

> the complexities and nuances of " innocent bystander

> protection " in the context of GM crops be urgently

> considered by Parliament.

>

> If a single contamination event contaminates

> self-saved

> seed, does this make the seed saver a permanent

> infringer?

> Prof. Ann Clark of Guelph University proposes that

> the only

> way to resolve this liability may be to destroy all

> the seed

> as one cannot distinguish contaminated from

> uncontaminated

> seed without spraying Roundup (in the case of

> herbicide

> tolerant genes), which itself kills uncontaminated

> seed. But

> then, who should bear the costs?

>

> What about contaminated certified seed? Companies

> already

> recognize that it is impossible to segregate GM from

> non-GM

> seed and contamination has been found in certified

> seed

> stocks. Who is liable when GM seed arrives in a bag

> of non-

> GM seed?

>

> What about patented genes and marker genes that are

> not

> genetically modified? Marker-assisted breeding could

>

> identify genes for various traits, for example,

> drought or

> salt tolerance, which exist naturally in local

> varieties.

> And once identified, these markers could be

> patented. Does

> the Schmeiser judgement mean that local varieties,

> selected

> through conventional plant breeding and including

> the work

> of generations of farmers and seed savers, would

> also come

> under the control of the patent holder of a gene,

> genetically modified or otherwise?

>

> The flip side, Monsanto's responsibility for its

> uncontainable technology, was not considered. Is

> Monsanto

> liable for contaminating the farmers' fields? Can

> the

> companies be held accountable for their technology?

> The

> decision says nothing about these issues.

>

> Already the Saskatchewan Organic Directorate's

> Organic

> Agriculture Protection Fund has supported certified

> organic

> farmers in taking legal action to impose

> responsibility and

> hold biotech companies liable, for their patented

> genes.

> They are seeking compensation for damages caused by

> contamination of certified organic crops by

> Monsanto's and

> Bayer's herbicide tolerant canola, clean-up costs,

> and an

> injunction to prevent commercialization of Roundup

> Ready

> wheat if Monsanto tries to reintroduce it. This case

> is

> pending.

>

> It seems that the Schmeiser judgement has raised

> more

> questions than it answers, and by not addressing the

> full

> implications of the uncontainability of patented

> genes, the

> judges have missed the point, and proliferated more

> confusion.

>

> Some positives The fact that the court found that

> Monsanto

> was owed none of the value of Schmeiser's crop may,

> however,

> be an important counter to the finding of patent

> infringement. Growing and re-growing contaminated

> seed may

> not oblige a farmer to pay Monsanto anything,

> presuming that

> they are not benefiting from the herbicide tolerant

> gene by

> spraying Roundup. The company now has nothing to

> gain by

> taking such a farmer to court, so in effect,

> Monsanto's

> 'expansive' patent may have lost some teeth against

> seed

> savers.

>

> Monsanto had, in the past, threatened financial

> reprisals

> against farmers for alleged patent infringement.

> Knowing

> that contamination is unavoidable, wary farmers

> might have

> been persuaded to buy Monsanto's seed to avoid such

> charges.

> The present ruling that the company was owed nothing

> of

> Schmeiser's crop might make Monsanto think again

> before

> using such a strategy of intimidation to expand its

> market.

>

> Significantly, the case has exposed Monsanto's

> unacceptable

> and unnecessary behaviour toward Schmeiser and other

>

> farmers. As Ann Clark points out, the other two

> companies

> (Bayer and Pioneer) that market herbicide tolerant

> canola in

> Canada do not resort to the Patent Act to protect

> their

> intellectual property nor prosecute farmers whose

> fields are

> inadvertently contaminated with their patented

> genes. The

> dissenting judges also noted that Monsanto in any

> case

> licenses the sale of seeds produced from the

> patented

> invention and imposes contractual obligations (e.g.

> prohibiting seed saving) on the licensee.

>

> Schmeiser raised awareness globally on many issues -

> GM crop

> contamination, patents over living organisms, the

> need to

> protect farmers' rights, and corporate control of

> our food

> and agriculture. He says, " This ruling is an

> injustice " , and

> many agree with him. The struggle now moves from the

> courts

> to the political arena. The tide may yet turn.

>

>

>

>

>

========================================================

>

> This article can be found on the I-SIS website at

> http://www.i-sis.org.uk/QOSR.php

>

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