ACI’s highly anticipated Proficiency Series provides true immersion in Hatch-Waxman and BPCIA Essentials with the objective of becoming proficient in three weeks.

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Week 1


Tuesday, October 5 • 1:00pm–4:15pm EST

1:00pmCo-Chairs’ Opening Remarks

1:15pmKey Agencies Overview: Understanding the Jurisdiction and Interplay of the FDA and PTO in the Patenting of Drugs and Biologics (75 minutes)

Understanding the respective roles and interplay of the FDA and PTO in the patenting and approval of drugs and biological products FDA

  • FDA overview and organization
    • Department of Health and Human Services and the Commissioner
    • The 5 FDA Centers and the Office of Regulatory Affairs and their functions
  • CDER (Drug) and CBER (Biologic) overview
  • Defining the scope of the FDA’s jurisdiction with respect to drugs and biologics
  • Examining how the FDA exercises its jurisdiction:
    • Rule making
    • Product decisions
    • Enforcement
    • Informal mechanisms
  • Reviewing the laws that the FDA enforces relative to the patenting of drug and biological products
    • Food Drug & Cosmetic Act
    • Prescription Drug Marketing Act
    • Public Health Services Act
    • Hatch-Waxman Act
    • Other applicable laws
  • Defining drugs and biologics
  • Labeling: when is a drug a drug and not a biologic
  • Working with the FDA
    • Administrative Procedures Act
    • formal and informal dispute resolution mechanisms
  • Review of the organizational structure of the PTO
  • Patents: overview of drug and biological products that may be patented
  • Who may apply for a patent?
  • What are the requirements for patentability?
  • Trademark vis-à-vis drugs and biologics


2:45pmIdentifying and Comprehending Pre-Commercialization Concerns Relative to Small Molecules and Biologics (60 minutes)

The current pre-commercialization landscape:
  • Reviewing the types of products that pharmaceutical, biotechnology and biopharmaceutical companies seek to develop now
  • Identifying impediments – through patent or regulatory restraint – which prevent these companies from pursuing the development of the desired product
    • FDA hurdles that may not clear even if all patent and other IP hurdles are met
  • Techniques for analyzing the value the product adds to the company’s portfolio, and methods for proving value
  • Assessing the competition and analyzing potential therapeutic interchange considerations
Considerations in light of Health Care Reform:
  • Understanding how the introduction of follow-on biologics will change the commercial landscape
  • Examining the role of the Center for Medicare and Medicaid Services (CMS) in the approval process and its impact on R&D
    • the connection between CMS approval and commercial viability via government payor systems and rebates
    • comparative effectiveness

3:45pmQuestions and Answers

4:15pmDay One Adjourns

Anne Shea Gaza


Young Conaway Stargatt & Taylor, LLP (Wilmington, DE)

Gregory A. Morris, Ph.D.

Leader, Life Sciences Intellectual Property Litigation Practice Group

Honigman LLP

James Matthew Gould


Ratner Prestia

Seth A. Mailhot


Husch Blackwell LLP

Alexander Varond


Goodwin Procter LLP

Chad A. Landmon


Axinn, Veltrop & Harkrider LLP (Hartford, CT)


Thursday, October 7 • 1:00pm–5:00pm EST

1:00pmCo-Chairs’ Opening Remarks

1:05pmExploring the Link between the FDA Approval Process and the Patenting of Drugs and Biologics (70 minutes)

Rx Drugs (new drugs)
  • Identifying the application process for the approval of a new drug, i.e., small molecule, new chemical entities, etc.
  • NDA (New Drug Application): definition, contents and regulatory overview
  • INDA (Investigational New Drug Application) aka “IND”
    • how does it differ from an NDA?
  • Accelerated approvals
    • defining eligibility criteria for accelerated approval and priority reviews
    • what portions of approval submissions might FDA release and when?
  • Using advisory committees in the approval process
  • How does the approval process for a biologic differ from that of a drug?
  • BLA (Biological Licensing Application): application and filing
    • how does a biologic differ from a drug?
    • which products require BLAs instead of NDAs?
  • Why is it a “license”, rather than an “approved application”?


2:30pmSmall and Large Molecule Drug Patents and Other Related IP Protections and Mechanisms (60 minutes)

Patent Protections for Drugs and Biologics
  • Summarizing the patenting process for drugs and biologics
  • Strategies for building patent protection for drugs and biologics
  • Applying for and achieving extension of patent term for time spent in the drug approval process
  • Patent Term Extension (“PTE”) / Patent Term Adjustment (“PTA”) synopsis
  • Reviewing the 271(e)(1) “safe harbor” provision
  • Distinguishing the patenting process for drugs from that of biologics
Trademark, Trade Name, and Trade Dress Protections
  • Overview of selecting a brand name for a proposed drug product
  • Roles of the USPTO and FDA in the drug naming process
  • Identifying the PTO and FDA clearances necessary for trade name/trademark approval on your product
  • Understanding the importance of trade dress
  • How does the branding process work for your product

3:30pmThe Orange Book: Listings, De- Listings and Other Matters of Interest (60 minutes)

  • What is the Orange Book, what does it contain, and why is it orange?
    • The FDA’s publication on Approved Drug Products with Therapeutic Equivalence Evaluations
  • Understanding the role of Orange Book listings in patent life cycle management and patent portfolio management
  • Exploring the continuing dilemma of which patents should be listed, delisted, and held in reserve
  • Examining the FDA’s position on not listing a patent
  • Overcoming challenges associated with listing patented information in the product label and indications discovered in clinical testing
    • incorporating long term patent listing strategies into label negotiations with the FDA
    • the ongoing skinny labeling and carve –out conundrum
  • Assessing the scope of potential Orange Book listing controversies relative to:
    • device patents
    • product-by-process claims
    • metabolites; polymorphs; intermediates
    • patents on unapproved uses

4:30pmQuestions and Answers

5:00pmCo-Chairs’ Closing Remarks and Week One Adjourns

Krista Hessler Carver


Covington & Burling LLP

Aaron Lukas Ph. D.


Cozen O’Connor

Daniel M. Silver


McCarter & English, LLP

Stephan B. Maebius


Foley & Lardner LLP

Vishal C. Gupta


Steptoe & Johnson LLP

Gary L. Veron


Hogan Lovells US LLP

Quintin Cassady

Attorney, Former Vice President and General Counsel

Galderma Laboratories (Fort Worth, TX)

Week 2


Tuesday, October 12 • 1:00pm–5:00pm EST

1:00pmCo-Chairs’ Opening Remarks

1:15pmThe Hatch-Waxman Landscape: ANDAs, and Exclusivities (90 minutes)

  • Overview of Hatch-Waxman and reforms
  • Comparing the NDA, 505(b)(2), and ANDA (Abbreviated New Drug Application) drug approval routes
    • Reviewing fundamentals of applications
  • Examining ANDA Standards for approval and the concepts of sameness and bioequivalence
  • Special considerations: local acting drugs, labeling carve outs and other nuances
    • Understanding the role of the Orange Book in the drug approval process
    • Listings, de-listings and use codes
  • Market exclusivities and protection
  • Identifying the different types of exclusivities
    • Regulatory exclusivity (FDA)/ (data) exclusivity
      • NCE (new chemical entity)
    • 5 years data exclusivity
      • indication (new indication or use)
    • 3 years marketing exclusivity
      • NDF (new dosage formulation)
      • ODE (orphan drug exclusivity)
      • PED (pediatric exclusivity)


3:00pmParagraph IV Disputes and Litigation (90 minutes)

  • Exploring the ANDA Paragraph IV Certification, and response to Notice Letters
  • Pre-suit considerations
    • Initial pleadings
    • Multiple ANDA filers
    • Declaratory judgments
  • Typical Paragraph IV litigation scenarios -hypotheticals
    • 30-month stay; patent extensions; ANDA filer exclusivity (180 day)
  • Preparing for parallel litigation before the PTAB
    • IPR overview
  • Hot buttons in Hatch-Waxman litigation
    • Settlements
    • Damages
    • Double-patenting

4:30pmQuestions and Answers

5:00pmDay One Adjourns

Sara Koblitz


Hyman, Phelps & McNamara, P.C.

Gregory A. Morris, Ph. D.

Leader, Life Sciences Intellectual Property Litigation Practice Group

Honigman LLP

Bindu Donovan


Desmarais LLP

Anne Shea Gaza


Young Conaway Stargatt & Taylor, LLP


Thursday, October 14 • 1:00pm–4:45pm EST

1:00pmCo-Chairs’ Opening Remarks

1:05pmBiosimilars: The BPCIA, aBLA Overview (85 Minutes)

  • Overview of biosimilar legislation and regulations, i.e., Biologics Price Competition and Innovation Act of 2009 (BPCIA)
  • Understanding the rationale for safety and efficacy concerns surrounding second generation biologics or aBLAs
  • Exploring the concepts of “biosimilarity” or “interchangeability”
  • FDA rulemaking and guidance relative to biosimilars
  • Other points for consideration: substitution, naming, patents, and additional nuances
  • The Purple Book
  • Examining biosimilar exclusivities


2:45pm“Shall We Dance” — Weighing the Pros and Cons of Participating in the BPCIA Patent Dance (60 Minutes)

  • Deciding when to provide notice of commercial marketing
  • Addressing contentions and controversies in the aBLA information exchange
  • Understanding how biosimilar applicants can command the stride of litigation under the BPCIA
  • Evaluating what is “manufacturing information”
  • Appreciating the limitations on declaratory judgment actions
  • Analyzing the biosimilar and innovator perspectives when deciding whether to dance

3:45pmThe Purple Book (30 minutes)

  • What is the purple book and what does it contain?
    • Lists of Licensed Biological Products with Reference Product Exclusivity and Biosimilarity or Interchangeability Evaluations
  • FDA’s interpretation of what is included in the list
  • Understand the obligations of Reference Product sponsors under Section 325 (“Biological Product Patent Transparency”), ‘The Purple Book Act’
  • Evaluating how new requirements of including patent information will impact the ‘patent dance’
  • Appreciating the differences in the Orange Book and Purple Book listing
  • Addressing how new information requirements will affect business strategies

4:15pmQuestions and Answers

4:45pmCo-Chairs’ Closing Remarks and Week Two Adjourns

Susan Krumplitsch


DLA Piper

Jovial Wong


Winston & Strawn LLP

Christopher M. Bruno


McDermott Will & Emery

Scott A. Cunning


Parker Poe Adams & Bernstein, LLP (Washington, DC)

Leslie-Anne Maxwell, Ph. D.

Partner and Chair of the Pharmaceutical Patent Practice

Canto Colburn LLP

Jeffrey D. Smyth


Finnegan, Henderson, Farabow, Garrett & Dunner LLP

Week 3


Tuesday, October 19 • 1:00pm–5:00pm EST

1:00pmCo-Chairs’ Opening Remarks

1:15pmIn-Depth Drill-Down on Bioequivalence, “Same Active Ingredient”, and Interchangeability (60 minutes)

  • Defining bioequivalence in drugs and biologics
    • drugs v. biologics
  • What an ANDA-filer must demonstrate for bioequivalence?
    • bioequivalence and dosage form – oral tablet/capsule, injection, nasal sprays, topical
  • How does bioequivalence relate to patents?
    • patenting of bioequivalence characteristics – extended-release drug products
    • bioequivalence v. Doctrine of Equivalents – what is the difference?
    • arguments about bioequivalence raised in Paragraph IV patent litigation
      • infringement, copying (non-obviousness)


2:30pmAn In-Depth Look at 180- Day Exclusivity (60 Minutes)

  • Understanding 180-day generic market exclusivity under the Hatch-Waxman Act
    • what are the qualifying criteria for exclusivity?
  • How can an ANDA applicant really determine who is “first-to-file” and win 180–day exclusivity?
  • Identifying triggers for the running of the 180–day exclusivity period
  • Deciphering the FDA’s new interpretation of pre- and post- MMA 180–day exclusivity
    • what are the implications of this interpretation for products having ANDA’s filed prior to the enactment of the MMA?
  • Exploring the interplay between the 30-month stay and 180–day exclusivity
  • Forfeiture provisions: identifying circumstances under which exclusivity is forfeited
    • Other circumstances that may trigger the loss of 180–day exclusivity
  • When can the 180–day exclusivity period be transferred to another ANDA applicant?
  • Evaluating when the 180–day exclusivity period can be relinquished, and exploring the consequences defining “shared exclusivity”

3:30pmComprehending the Intricacies of Non-Patent/ Regulatory Exclusivity (60 Minutes)

  • Understanding which drug products are eligible for regulatory exclusivity
    • small biologics v. biologics
  • The different modes and methods of regulatory exclusivity (non-patent)
    • NCE (new chemical entity): 5 years marketing exclusivity/5 years data exclusivity
    • indication (new indication or use): 3 years marketing exclusivity
    • NDF (new dosage formulation)
    • ODE (orphan drug exclusivity)
    • PED (pediatric exclusivity)
  • FD&C 505b2 (alternate pathway to ANDA) aka paper NDA
  • What role does the FDA play in regulating these modes of exclusivity?
  • When are each of these methods sought?
  • Using trade dress as means of exclusivity

4:30pmQuestions and Answers

5:00pmDay One Adjourns

Jeffrey Alan Hovden


Robins Kaplan LLP

Omar Jabri

Senior Director, Global Generic IP


Lara E. Fitzsimmons


Rakoczy Molino Mazzochi Siwik LLP

David B. Abramowitz


Locke Lord LLP

Fabian M. Koenigbauer


Baker & Hostetler LLP


Thursday, October 21 • 1:00pm–4:45pm EST

1:00pmCo-Chairs’ Opening Remarks

1:05pmAssessing Patent Protections Afforded Under the Safe Harbor (75 Minutes)

  • Exploring the safe harbor of the Hatch-Waxman Act 35 USC § 271(e)(1)
  • Understanding the safe harbor’s scope of protection for otherwise infringing activities
  • Examining the safe harbor protections afforded to research tool patents
  • Identifying safe harbor protections relative to:
    • basic R&D
    • new product screening
    • optimization
    • pre-clinical testing
    • post-approval testing


2:30pmExamining Pharmaceutical Patent Extensions: Patent Term Adjustment and Patent Term Restoration (90 Minutes)

  • Extension of patent term under 35 U.S.C. § 156 and 37 CFR 1.710 – 1.791
  • Exploring the viability of extension applications to:
    • basic and combination compounds; secondary patents
  • Important benchmarks in the drug’s development and patent timelines
  • Eligibility for patent term extension
  • Regulatory review period determinations
  • How to calculate the patent term restored
    • respective roles of the FDA and PTO in granting patent extensions
    • third-party challenges — “diligence”
  • Patent term extensions outside the U.S.
  • Examining patent term adjustment due to delays in prosecution before the USPTO
    • strategies for:
      • diligence in prosecution by the patent applicant
      • calculating the adjustment period
  • Understanding the link between patent extensions and exclusivity
    • extensions obtained through FDA Pediatric Exclusivity and Orphan Drug Exclusivity
  • Obtaining patent coverage for pharmaceuticals through the use of second-generation patents, e.g.,
    • maintaining patent position for second-generation products
    • approaches taken by pharmaceutical companies in obtaining second-generation patents
    • enforcement of second-generation patents

4:00pmQuestion and Answer Wild Card

4:45pmCo-Chairs’ Final Comments and Proficiency Series Adjourns

Rich Kurz


Haug Partners

Wan-Shon Lo


Morgan, Lewis & Bockius LLP

April Abele Isaacson


Kilpatrick Townsend & Stockton LLP