X-Message-Number: 5700 Date: 03 Feb 96 18:48:15 EST From: Mike Darwin <> Subject: Patents and Nondisclosure Ralph Dratman raises a very important and difficult issue which I would like to address at some length. Ralph writes: >>*Much of BPI and 21CM work is contract work. Almost all of the work is >>proprietary. Course attendees will be required to sign a nondisclosure >>agreement which applies to *specific* drugs, techniques and devices of a >>proprietary nature which are under development or in patent. >I was just beginning to wonder about this. To what extent are proprietary, >non-public cryopreservants and protocols superior to publicly announced >ones? >Are there actually some cryo patients who have received care that the rest >of us can't be told about? >This is a compelling issue to me, because I've been doing some thinking and >research about cryopreservation recently. I have some interesting ideas, >but lack of public disclosure of other people's work (NB: over an extended >period of time) could hold back progress and general understanding. >Comments? Here is my take on this issue: 1) Let's start with the simple questions: Yes, patients have received what is, in my opinion, far superior treatment which has not been disclosed for proprietary reasons. Patients have also received terrible care: pumped full of air, subjected to massive osmotic stress, held at multimolar concentrations of membrane eroding cryoprotectant at very high subzero temperatures for days... 2) > I have some interesting ideas,but lack of public disclosure of other people's work >(NB: over an extendedperiod of time) could hold back progress and general >understanding. Your concerns are very valid. This is a source of intense frustration to me. If you obtain ALL of the back issues of CRYONICS magazine from Alcor ((800)367-2228) before my departure from Alcor you will finf that both Jerry Leaf and I were very forthcoming about disclosing the many changes to proctocol made, and the (IMHO) many advances we made in delivering improved patient care. However, there was a penalty to pay for this. Several of our ideas were appropriated by others and used to raise literally 10 to 15 million dollars of money; which resulted n handsome profits to those involved. This leaves a VERY sour taste in one's mouth, to say the least. Sourer still when you are publically and privately derided for things like using hydroxyethyl starch as the colloid, only to see your competitors use it, profot from it enormously, etc. Further, very bad care of patients has been delivered with the cryonics organization or service provider refusing to disclose details under the guise of "proprietary interest." I know (within reasonable bounds) for the bad-care issues to be true in these cases of nondisclosure because I have had access to both (non-polarized) personnel involved in delivering this care, and have seen paper documentation in some cases and raw video footage in others. Not being able to make full disclosures is corrosive. It creates an insulated world of delusion where patents and scecrets take on lives of their own and become like religious doctrine. In the absence of criticism, scientific scrutiny, and, in short, evaluation by others, you enter a dream world free of feedback necessary to keep you on track. Further, you cut yourself off from the tremendous intellectual resources, often given freely, which come your way when you TELL people honestly, and in detail about what you are doing and why. AND what your problems are! 2) So, how do we handle this problem? More to the point, how do BPI and *I* handle it. An intermediate position is to disclose objective results and ALL relevant nonproprietary techniques used in patient care and then let the reader judge for his or her self. If you say: "We have drug 21CM-005 for problem N, and this patient experienced X,Y & Z with elimination of problem N, and patients treated under nearly identical conditions had terrible courses by comparison...well its an improvement. But it still sucks. Because the devil is in the detail and a discussion of the biochemistry, rationale, and detailed monitoriong during the research phase (which ALSO sometimes cannot be disclosed because it gives too many clues away) is also in my experience critical. An example: In the early 1970's Safar, et al published a paper demonstrating good neurological recovery of dogs following 12 minutes of global cerbral ischemia followed simply by (heart-lung machine supported) hemodilution with Dextran-40 and hypertensive reperfusion lasting for several hours. Subsequent papers (there were many) by Safar and others did NOT show this result; the dogs were profoundly neurologically injured. When I spoke with Safar over lunch recently I asked him about this early work. He said simply: "Oh, well you see we subsequently discovered that the critical variable was termperature post insult, which we were not controlling for; we were allowing (by accident) the dog's tmperature to drift down to 34 C while on bypass; this turned out to be the most profoundly protective factor by far!" Since they wanted to pursue this and not be "scooped" they spent the next few years doing studies using post-ischemic hypothermic holding periods with great success; and they PUBLISHED this work. Is this immoral? No. But it points out the problem; they made a discovery which needed rigorous documentation to have credibility, but that required TIME. So even in academia, this happens. 3) Our patent lawyers and those of our contract researchers are VERY conservative. They ask us not to make specific disclosures until after the patent is *issued* which takes about 12 to 24 months if it is straightforward, uncontested, and you are luckly. It also costy about $7-$10K per patent. While you can indeed "do it yourself" with US patents, this is in reality often a lousy idea unless you are a very good self-taught person AND unless your market is mostly US. Some ideas just aren;t going to justify the up-front cost and getting investors to plunk down this kind of money for patents in the cryonics "market" is a bit of a joke! Increasingly in medicine the US is becoming a backwater. We are in process with negotiating one clinical trial and have and agreement in place (pending regulatory approval) for another. All these trials are "out of country" and the initial marketing of the drugs and equipment will be outside the US. Getting foreign patents in relevant markets is a job for a professional. Even in the US, proper patent searching, citing of prior work and wording of the patent (especially specific claims and scope) are critical to having a defensible patent. 4) We are spending about 40K a month on research/infrastructure on average, with this amount being (hopefully) anticipated to rise by about another 10K/mo over the next year. This is a lot of bucks for us, and a lot of it is our own money. We aren't anxious to have our intellectual property stolen after not only all the money spent, but all the hard, grueling work (I worked 16 hours every day this week). Ditto our investors who want VALUE for their money. If they wanted to do charity, they could give their money to UNICEF, a University, zoo or to a "nonprofit" cryonics organization. 5) Many really good ideas are not patentable. For instance, there are large, *very* large clinical trials published in NEMJ and other pinnacle medical journals showing the profoundly protective effect of 400 IU vitamin E supplementation in decreasing cardiovascular morbidity and mortality. But, vitamin E cannot be patented. Not even a "use patent". Further, "use patents" or "application patents" are very weak and hard to defend. Some ideas are "obvious" and yet may not be thought of by others (competitors!) for years, during which time you enjoy the benefit. For instance, putting patients in silos underground has all sorts of wonderful adavantages which more than offset the cost: floor space isn't used, bullets can't be fired into the dewars, bombs (even nuclear weapons not detonated overhead or within say 20 miles) cease to be a threat, handling is easier... and on and on and on. But this is NOT patentable. Neither are many internal administrative tools which give you a profound edge. Neither are some very clever, but alas from a patent examiner's standpoint, technical innovations which are "obvious to one skilled in the art." None of this means you can't make a financial killing by just keeping your mouth shut! Hard problem, huh? 6) If you look at my record, my disclosure level has been THE highest, bar none, in the whole history of cryonics, right up until NOW. This is because I see benefits outweighing risks in most cases. 7) So EXACTLY what we are we going to do. Well, we've been talking with our relevant contractors and we've arrived at the following course of action: a) Once patents have been acknowledged by the patent office as having been received, we will disclose specifics. So, for instance, the recent case report of the last CryoCare human case which BPI performed will initially appear with code numbers for somw proprietary drugs. But, the techical report which should follow soon, in a month or two, will have full disclosure of almost all drugs used (patent acknowledgement will not be in place for at least one drug combination by that time, but most will be). b) Most un-patentable ideas will be disclosed where they impact the biological condition of the patient. A few may be held confidential, but only a VERY few. Where advances do not not impact the care of the patient: say we find a cheaper way to get the same product, or a better way to handle administration or graphing or data processing which saves us a lot of money (and we have ;)))) we will NOT make disclosures in many, but not in all cases. In some cases we'll disclose because it builds credibility with the public and with customers which outweighs the benefit to the competition. Indeed, it builds morale; few things are as flattering as imitation. c) We have set aside an "intellectual property defense fund" which includes very high quality free legal help and a budget in excess of $100K for starters. We will tear the cohones off anybody who infringes our patents. We are particularly vigorous about this because it is first of all just, it is how we have been treated by others with our own ideas after they have been stolen, and finally, because we are happy to REASONABLY negotiate access to patented and nonpatented technlogy. Indeed, we have "traded" with Alcor for for services (like patient pod plans in exchange for design) or our collapsible PIB design in exchange for good quality pix of their excellent MALSS design. d) Our primary (here I speak of BPI) interest is not to become a giant cryonics service provider. I HATE large structures like that and I HATE having to work with the kind of people required in such bureaucracies! My interests are to have a reasonable market share of patients so that I can get the clinical skills and feedback I need taking RESEARCH from the animal lab to the clinical setting. This can only be done by having control over the clinical setting. The best research centers have both animal and human facilities under the same roof. Loma Linda and UCLA are prime examples. Futher, people like Bailey at Loma Linda and Buckberg at UCLA are SURGEONS and RESEARCHERS who go directly from lab to clinic; invaluable! However, you will note that Loma Linda and UCLA do not strive to treat every patient in the world or even in America! My philosophy is that if I put all my efforts in trying to capture MAXIMUM market share of patients I am going to hurt myself in research. On the other hand, if I don't first-hand confront clinical problems and have to deal with the costs, hassles and problems associated with the new technology 21CM and BPI develop, I am screwing myself badly. Further, transition from animal to humans is best done by investigators skilled at working with BOTH. 8) The first half of the case report on the first CC patient is now available from CryoCare ((800)-TOP-CARE) in their most recent newsletter. The second half should appear shortly. There is a fair amount of biomedical detail in this report even though it is not the full technical case report (probably 75% of it, though!). I suggest interested people contact CC for copies. 9) BPI has published extensive reports on EM and other findings from canine cryopreservation studies. These are available in large measure through this venue, and pix of accompanting EMs can be ordered at cost via BPI by mail only (BPI, 10743 Civic Center Drive, Rancho Cucamonga, CA 91730). 10) The best way to explore the things you want to know is to go and meet the investigators after first talking by phone. Call me anytime after 1300 PST and I'll be happy to talk with you: (909)987-3883 Mike Darwin Rate This Message: http://www.cryonet.org/cgi-bin/rate.cgi?msg=5700