알테오젠, 경쟁사 美 할로자임과 특허 분쟁에 발목 잡히나

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'target="_blank"' : ''}> <img src="${img_url}" alt="${data.ALT}"> </a> `); }else{ $(".banner-box").remove(); } } , error: function(xhr, status, responseTxt){ console.log(xhr); } }); }); </script>  </div> </div> </div> </div> <div class="nav-cont-group"> <div class="nav-service-mn service-media"> <strong class="tit-service-group">한경미디어</strong> <div class="nav-block-group"> <div class="nav-block"> <ul class="nav__list"> <li> <a href="https://www.wowtv.co.kr" target="_blank" rel="nofollow">한국경제TV</a> </li> <li> <a href="https://www.kedglobal.com" target="_blank" rel="nofollow">KED Global</a> </li> <li> <a href="https://magazine.hankyung.com" target="_blank" rel="nofollow">한국경제매거진</a> </li> <li> <a href="https://www.aiceltech.com/kr" target="_blank" rel="nofollow">한경에이셀</a> </li> <li> <a href="https://www.artetv.co.kr/new/html/main.html" target="_blank" rel="nofollow">한경 arte TV</a> </li> <li> <a href="https://www.hkphil.com/" target="_blank" rel="nofollow">한경 arte 필하모닉</a> </li> <li> <a href="https://bp.hankyung.com" target="_blank" rel="nofollow"><span class="txt-en">BOOK</span></a> </li> <li> <a href="https://ac.hankyung.com" target="_blank" rel="nofollow">한경아카데미</a> </li> <li> <a href="https://ooh.hankyung.com/" target="_blank" rel="nofollow">한경블루애드</a> </li> <li> <a href="https://tenasia.hankyung.com" target="_blank" rel="nofollow">텐아시아</a> </li> <li> <a href="https://sgsg.hankyung.com" target="_blank" rel="nofollow">생글생글</a> </li> <li> <a href="https://jrsgsg.hankyung.com" target="_blank" rel="nofollow">주니어 생글생글</a> </li> <li> <a href="https://www.tesat.or.kr" target="_blank" rel="nofollow">TESAT</a> </li> <li> <a href="https://www.29sfilm.com" target="_blank" rel="nofollow">29초영화제</a> </li> <li> <a href="https://itcampus.hankyung.com" target="_blank" rel="nofollow">교육센터</a> </li> <li> <a href="https://bloomingbit.io" target="_blank" rel="nofollow">블루밍비트</a> </li> <li> <a href="https://kizmom.hankyung.com" target="_blank" rel="nofollow">키즈맘</a> </li> <li> <a href="https://www.fortunehills.co.kr/Default.aspx" target="_blank" rel="nofollow">포천힐스</a> </li> </ul> </div> </div> </div>  <div class="allmenu-serach-wrap"> <strong class="tit-service-group">빠른 메뉴 찾기</strong> <div class="allmenu-serach-inner search-menu"> <div class="search-input-area"> <div class="search-input"> <input type="search" name="" placeholder="메뉴를 검색해 보세요." aria-label="검색어 입력" autocomplete="off" class="inp-field" value=""> <button type="button" class="btn-inp-reset" style="display:none"> <span class="blind">검색어 삭제</span> <i class="icon--cir-x"></i> </button> </div> </div> <div class="search-auto-layer"> <ul class="kwd-list"></ul> <button type="button" class="btn-close-auto"> <span class="blind">자동완성창 닫기</span> </button> </div> </div> </div> <script type="module" src="https://static.hankyung.com/resource/menu/w.js?v=20250114_1"></script> </div> </div> </div> </li>  </ul> </nav> <div class="hk-top__util">  <div class="item hk-top__search"> <button type="button" class="btn-total-search"> <span class="blind">통합검색</span> </button> <div class="hk-top__search__layer"> <form action="https://search.hankyung.com/apps.frm/search.total" method="get"> <fieldset> <legend>한국경제 통합검색</legend> <div class="layer__inner"> <div class="search__input__wrap"> <div class="search__input"> <input type="search" name="query" placeholder="뉴스 · 종목 검색" aria-label="검색어 입력" autocomplete="off" class="inp-field" value=""> <button type="button" class="btn-inp-reset" style="display: none;"> <span class="blind">검색어 삭제</span> <i class="icon--cir-x"></i> </button> </div> <button type="submit" class="btn-search" style="display: none;"> <span class="blind">검색</span> </button> </div> <div class="search__auto__wrap"> <ul class="autocomplete-result"></ul> </div> <button type="button" class="btn-close"> <span class="blind">검색창 닫기</span> </button> </div> </fieldset> </form> </div> </div> <script> $(document).ready(function(){ // 검색 레이어 열고/닫기 $('.hk-top__search .btn-total-search').click(function() { $('.hk-top__search .btn-inp-reset').trigger('click'); $('.hk-top__search').toggleClass('active'); $('.hk-top__search__layer input[type=search]').focus(); }); $('.hk-top__search .btn-close').click(function() { $('.hk-top__search').removeClass('active'); }); $(document).on('mouseup',function(e){ if (!$(e.target).hasClass('hk-top__search__layer') && !$(e.target).parents().hasClass('hk-top__search__layer')) { $('.hk-top__search').removeClass('active'); }; }); // 검색어 입력시 종목정보 호출 $('.hk-top__search input[type=search]').on('keyup', function(){ if($(this).val().length < 2){ $('.hk-top__search .btn-inp-reset').hide(); $('.hk-top__search .btn-search').hide(); $('.hk-top__search .hk-top__search__layer').removeClass('auto'); return false; } $('.hk-top__search__layer .btn-inp-reset').show(); $('.hk-top__search__layer .btn-search').show(); $.get('https://www.hankyung.com/ext-api/search-autocomplete?keyword='+encodeURI($(this).val()), function(data, status) { if(data.length == 0){ $('.hk-top__search .hk-top__search__layer').removeClass('auto'); return; } $(".hk-top__search .autocomplete-result").html(''); $.each(data, function(idx, val){ $(".hk-top__search .autocomplete-result").append(` <li class="type-stock"> <a href="${val.url}" title="${val.code}"> <span class="code">${val.code}</span> <span class="name">${val.name}</span> <span class="category">${val.market}</span> </a> </li> `); }); $('.hk-top__search .hk-top__search__layer').addClass('auto'); }); }); // 검색어 삭제 $('.hk-top__search .btn-inp-reset').on('click', function(){ $('.hk-top__search input[type=search]').val(''); $('.hk-top__search .btn-inp-reset').hide(); $('.hk-top__search .btn-search').hide(); $('.hk-top__search .hk-top__search__layer').removeClass('auto'); }); }); </script>   <div class="item hk-top__user">  <button type="button" class="btn-hk-user before-login" style="display: none;"> 로그인 </button>  <button type="button" class="btn-hk-user after-login" style="display: none;"> <span class="blind">회원 메뉴</span> </button> <div class="hk-user__layer"> <div class="layer-inner">  <div class="hk-user__info before" style="display: none;"> <div class="hk-user__btns"> <a href="https://member.hankyung.com/apps.frame/sso.join" class="btn-join return-url" rel="nofollow"> <span class="txt">회원가입</span> </a> <a href="https://member.hankyung.com/apps.frame/login" class="btn-login return-url" rel="nofollow"> <span class="txt">로그인</span> </a> </div> <div class="info__panel"> <div class="info-item info-msg"> <p><strong>한국경제 회원이 되어 보세요</strong></p> <p>지금 바로 한국경제 회원으로 가입하시고, 독점 혜택을 누려보세요</p> </div> <ul class="info-item member-benefit"> <li>특별한 뉴스와 분석 보고서 접근</li> <li>주식 시장 및 경제 동향에 대한 최신 정보</li> <li>한경만의 독자적인 콘텐츠에 대한 접근</li> <li>이벤트 및 세미나 참가 기회</li> </ul> <p class="info-item txt"> 이미 회원이시면 <strong><a href="https://member.hankyung.com/apps.frame/login" class="return-url">로그인</a></strong>을 클릭해 주세요 </p> </div> <div class="hk-user__links"> <div class="item"> <a href="https://www.hankyung.com/help" class="item" rel="nofollow">고객센터</a> </div> </div> </div>  <div class="hk-user__info after" style="display: none;"> <div class="info__mypages"> <div class="my-item my-item-account"> <a href="https://member.hankyung.com/apps.frame/member.main" class="my-item__link return-url"> <div class="my-item__icon account-email-icon"></div> <div class="my-item__txt"> <p class="tit account-email"></p> <p class="desc">계정관리</p> </div> </a> </div>  <div class="my-item my-item-myhankyung"> <a href="https://www.hankyung.com/myhankyung" class="my-item__link"> <div class="my-item__txt"> <p class="tit">My한경</p> <p class="desc">한경 AI</p> </div> </a> </div> <p class="info-txt">한경 AI로 맞춤 뉴스와 빠른 검색을 경험하세요!</p>  <div class="my-item my-item-subscribe"> <a href="https://www.hankyung.com/pay" class="my-item__link"> <div class="my-item__txt"> <p class="tit">구독</p> <p class="desc">유료 상품</p> </div> </a> </div> </div> <div class="hk-user__links"> <div class="item"> <a href="https://member.hankyung.com/apps.frame/login.work.logout" class="return-url">로그아웃</a> </div> <div class="item"> <a href="https://www.hankyung.com/help" class="item" rel="nofollow">고객센터</a> </div> </div> </div> </div> <button type="button" class="btn-close-layer"> <span class="blind">회원 메뉴 닫기</span> </button> </div> </div> <script> // 로그인 여부 체크 function signInCheck(){ // 운영/개발서버 회원 도메인(member) 분기 let is_stg = false; if(location.host != location.host.replace("stg-", "") ){ is_stg = true; } const url = escape(document.location.href); $('.hk-top__user .hk-user__info a.return-url').each(function(index,element){ let member_url = $(element).attr('href'); if(is_stg == true){ member_url = member_url.replace("https://member.hankyung.com", "https://stg-member.hankyung.com"); } $(element).attr('href', member_url+'?url='+url); }); const user_id = $.cookie('UserId'); const tokenCookie = $.cookie('ssoToken'); if(!tokenCookie){ $('.hk-top__user .btn-hk-user.before-login').show(); $('.hk-top__user .hk-user__info.before').show(); $('.hk-top__user .btn-hk-user.after-login').remove(); $('.hk-top__user .hk-user__info.after').remove(); return false; } let checkFlag = true; if( $.cookie('ssoTokenCheckTime') && user_id){ const checkTime = $.cookie('ssoTokenCheckTime'); const today = new Date().toISOString().substring(0,10); if( checkTime == today ) checkFlag = false; } if(!checkFlag){ setSingInfo({result_code:'0000'}); return false; } // 2024.09.26 운영/stg 토큰 구분 추가 tokenUrl = "https://member.hankyung.com/apps.frame/sso.check.token"; if(is_stg == true){ tokenUrl = "https://stg-member.hankyung.com/apps.frame/sso.check.token" } $.ajax({ type : "POST", url : tokenUrl, crossDomain: true, dataType: 'jsonp', jsonp: 'jsonp_callback', data : {'token' : tokenCookie, 'key' : "a8bdf898783883b64503b8915deeb57767f935a24daf44150723299c01c8898a", 'fn' : "setSingInfo" } }); } function setSingInfo(result){ if(result.result_code != "0000"){ $('.hk-top__user .btn-hk-user.before-login').show(); $('.hk-top__user .hk-user__info.before').show(); $('.hk-top__user .btn-hk-user.after-login').remove(); $('.hk-top__user .hk-user__info.after').remove(); return false; } $('.hk-top__user .btn-hk-user.before-login').remove(); $('.hk-top__user .hk-user__info.before').remove(); // 브라우저 종료시 만료되는 쿠키를 셋팅한다. $.cookie('ssoTokenCheckTime', new Date().toISOString().substring(0,10), { expires: null, path: '/', domain: 'hankyung.com'}); // 이름대신 통합회원ID 입력 let iconLoginType = 'icon-mylogin-email'; if($.cookie("login_type")){ iconLoginType = 'icon-mylogin-'+$.cookie("login_type"); } const textLoingTypes = { 'icon-mylogin-email':'한경으로 로그인', 'icon-mylogin-kakao':'카카오로 로그인', 'icon-mylogin-naver':'네이버로 로그인', 'icon-mylogin-google':'구글로 로그인', 'icon-mylogin-apple':'애플로 로그인' } const textLoingType = textLoingTypes[iconLoginType]; $('.hk-top__user .hk-user__info.after .my-item-account .my-item__icon').html('<span class="'+iconLoginType+'"><span class="blind">'+textLoingType+'</span></span>'); $('.hk-top__user .hk-user__info.after .my-item-account .my-item__txt .account-email').text($.cookie("SSOid")); $('.hk-top__user .btn-hk-user.after-login').show(); $('.hk-top__user .hk-user__info.after').show(); } $(document).ready(function(){ signInCheck(); // 회원 레이어 열고/닫기 $('.btn-hk-user').on("click", function() { $('.hk-top__user').toggleClass('active'); }); $('.hk-user__layer .btn-close-layer').on("click", function() { $('.hk-top__user').removeClass('active'); }); // 레이어닫기 $(document).on('mouseup',function(e){ if (!$(e.target).hasClass('hk-user__layer') && !$(e.target).parents().hasClass('hk-user__layer')) { $('.hk-top__user').removeClass('active'); }; }); }); </script>  </div> </div> </div> <div class="promotion-nav-wrap"> <div class="promotion-nav"></div> <div class="promotion-nav-all"><ul></ul></div> </div> <script> if($.fn.slick == undefined){ $('head').append('<link rel="stylesheet" href="https://hkstatic.hankyung.com/resource/common/library/slick/v1.8.1/slick.css">'); slickScript = document.createElement('script'); slickScript.src = "https://hkstatic.hankyung.com/resource/common/library/slick/v1.8.1/slick.min.js"; document.head.appendChild(slickScript); } function setSectionNavigationPostion(){ let path = document.location.pathname; if(path != '/' && path.lastIndexOf('/') == path.length -1){ path = path.slice(0, -1); } let menuarray = path.split("/"); menuarray.shift(); if(menuarray.length == 1 && !path.includes('all-news')){ return false; } // console.log(path); $('.section__nav .section__gnb > li > a').each(function(index, element){ // 2024.11.07 url에 상대경로 있는 경우 const url = new URL($(element).attr('href'), location.origin); let linkpath = url.pathname; if(linkpath.lastIndexOf('/') == linkpath.length -1){ linkpath = linkpath.slice(0, -1); } if(path == linkpath){ $(element).closest('li').addClass('on'); return false; } }); $('.section__nav .section__gnb .nav-dropdown__menu a').each(function(index, element){ // 2024.11.07 url에 상대경로 있는 경우 const url = new URL($(element).attr('href'), location.origin); let linkpath = url.pathname; if(linkpath.lastIndexOf('/') == linkpath.length -1){ linkpath = linkpath.slice(0, -1); } if(path == linkpath){ $(element).closest('li.nav-dropdown').addClass('on'); return false; } }); } $(function () { let is_stg = false; if(location.host != location.host.replace("stg-", "") ){ is_stg = true; } // 2024.07.30 스크롤이 0일때는 버튼 미노출, 스크롤이 0보다 크면 버튼 노출되도록 수정 by yongt // $(window).scroll(function(){ // if($(this).scrollTop() > 0){ // $("html").addClass("isSticky"); // }else{ // $('html').removeClass('isSticky'); // } // }); // 2024.10.07 hk-header 높이에 따라 html sticky class 적용되도록 수정 by yongt // Sticky header let headerTop = $('.hk-header').offset().top; let headerH = $('.hk-header').outerHeight(); // 초기 .hk-header 높이 세팅(fixed 후 스크롤 움직임 방지) $('.hk-header').css('height',headerH); // 스크롤이 헤더 영역을 지나면 html태그에 .isSticky 토글 $(window).scroll(function() { let winScr = $(this).scrollTop(); if (winScr > headerTop + headerH) { $('html').addClass('isSticky'); } else { $('html').removeClass('isSticky'); } }); setSectionNavigationPostion(); // 프로모션 정보 호출 let promotionUrl = 'https://www.hankyung.com/ext-api/promotion'; if(is_stg == true){ promotionUrl = 'https://stg-www.hankyung.com/ext-api/promotion'; } $.get(promotionUrl, function(data, status){ if(data.length == 0){ $('.promotion-nav-wrap').remove(); return; } $.each(data, function(idx, val){ $(".promotion-nav-wrap .promotion-nav").append('\ <div class="item">\ <a href="'+val.link+'" '+(val.isblank == 'Y' ? 'target="_blank" rel="nofollow"' : '')+'>'+val.title+'</a>\ </div>\ '); $(".promotion-nav-wrap .promotion-nav-all ul").append('\ <li>\ <a href="'+val.link+'" '+(val.isblank == 'Y' ? 'target="_blank" rel="nofollow"' : '')+'>'+val.title+'</a>\ </li>\ '); }); $('.promotion-nav a, .promotion-nav-all').on({ mouseenter: function () { $('.promotion-nav-all').addClass('on'); }, mouseleave: function () { $('.promotion-nav-all').removeClass('on'); } }); $('.promotion-nav').slick({ vertical: true, verticalSwiping: true, arrows: false, dots: false, autoplay: true, speed: 300, pauseOnHover: false, }); }); // gnb 메뉴 활성화 blur 처리 $('.nav-dropdown[data-event="hover"]').on('mouseout',function(){ $(this).find('.nav-dropdown__toggle, .nav-link').blur(); }); /* // 2025.01.14 프로모션 배너 정보 스크립트 이동 // 2024.10.31 프로모션 배너 정보 호출 추가 let gnb_banner_url = "https://www.hankyung.com/ext-api/gnb-banner"; if(is_stg == true){ gnb_banner_url = "https://stg-www.hankyung.com/ext-api/gnb-banner"; } $.get(gnb_banner_url, (data) => { if(data){ $(".banner-box").append(` <a href="${data.URL}" ${data.IS_OUTER == 'Y' ? 'target="_blank"' : ''}> <img src="${data.IMG2_URL}" alt="${data.ALT}"> </a> `); }else{ $(".banner-box").remove(); } }); */ // 2025.01.16 gnb hover시 다른 메뉴 blur $('.main__gnb > li').on("hover", function() { $(this).siblings().find('*').blur(); }); }); </script> <div class="section__gnb__wrap"> <div class="section__logo__area"> <h1 class="section__logo"> <a href="https://www.hankyung.com/bioinsight" class="section__title logo__bioinsight"> <span class="blind">BIO Insight</span> </a> </h1> </div> </div> <div class="scroll-indicator"> <div></div> </div> </div> </header> <div class="ad-top ad_area" style="height: 250px;"></div>  <div id="container"> <div class="article-wrap"> <div class="article-container v2"> <article class="article-contents"> <h1 class="headline"> [분석+] 알테오젠, 경쟁사 美 할로자임과 특허 분쟁에 발목 잡히나 </h1> <div class="content "> <div class="article"> <div class="article-byline-wrap"> <div class="author-container login_need">  <div class="author-list"> <div class="author link subs_author_list" data-email="youforest@hankyung.com" data-name="김유림 기자"> <a href="https://www.hankyung.com/reporter/3601" class="item">김유림 기자</a> <button type="button" class="btn-star-toggle" onclick="clickMyReporter('youforest@hankyung.com', this)"> <svg x="0" y="0" width="15" height="15" viewBox="0 0 21.35 20.45"> <path class="svg-star-fill" d="M4.96,20.45c-0.29,0-0.59-0.09-0.84-0.27c-0.44-0.32-0.66-0.86-0.57-1.4l0.97-5.66L0.43,9.17 C0.04,8.79-0.1,8.23,0.07,7.71c0.17-0.52,0.61-0.89,1.15-0.97l5.68-0.83L9.4,0.8C9.64,0.31,10.13,0,10.68,0 c0.51,0,1.04,0.31,1.28,0.8l2.54,5.15l5.63,0.79c0.54,0.08,0.98,0.45,1.15,0.97c0.17,0.52,0.03,1.08-0.36,1.46l-4.11,4.01l0.99,5.6 c0.09,0.54-0.13,1.08-0.57,1.4c-0.44,0.32-1.02,0.36-1.5,0.11l-5.08-2.67l-5.02,2.67C5.42,20.39,5.19,20.45,4.96,20.45z" fill="#ddd"></path> <path class="svg-star" d="M4.96,20.45c-0.29,0-0.59-0.09-0.84-0.27c-0.44-0.32-0.66-0.86-0.57-1.4l0.97-5.66L0.43,9.17 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제기했다. <br /><br />이 소식이 전해지면서 알테오젠 주가는 21일 장중 한때 27만9000원으로 전날 대비 20% 급락하기도 했다.<br /><br />세계 단일품목 매출 1위 의약품 키트루다는 지난해 매출 250억 달러(35조원)를 올렸다. 이는 MSD 매출의 42%에 이른다. 키트루다는 2028년 IV제형의 특허 만료를 앞두고 있다. MSD는 바이오시밀러 공격 방어와 특허 연장의 목적으로 SC제형 개발에 공을 들이고 있다. <br /><br />키트루다 SC제형에 사용된 플랫폼은 알테오젠의 ALT-B4이다. 현재 글로벌 임상 3상 중이다. MSD는 최근 SC제형이 기존 IV제형과 동등한 효능을 냈다는 탑라인 데이터를 발표했다. 예정된 일정대로 품목허가 절차를 진행할 경우 2025~2026년 출시를 전망한다. <br /><br />키트루다 SC제형은 알테오젠의 ALT-B4가 적용된 첫 상용화 제품이 될 전망이다. 알테오젠은 MSD에 이어 다이이찌산쿄와도 기술이전 계약을 맺으면서 여러 다국적 제약사들을 고객사로 확보할 수 있을 것이란 기대감으로 주가가 강세를 보여왔다. <br /><br />업계에서는 할로자임이 알테오젠을 상대로 특허 소송을 제기할 가능성이 높은 것으로 보고 있다. 특허 침해 여부와 별개로 경쟁사의 제품 출시 등을 방해하기 위한 목적으로 소송을 제기하는 사례가 흔하기 때문이다. <br /><br />알테오젠은 특허소송이 기존 사업에 영향을 주지 않을 것이란 입장이다. 회사 관계자는 “전 세계의 주요 특허법인의 검토 과정을 거쳐 글로벌 기업인 각 파트너사들과 알테오젠이 중지를 모아 가장 효과적인 특허 전략을 고안했다”며 “기존 히알루로니다제(할로자임 제품)와는 다른 알테오젠 ALT-B4의 특허성을 재확인했다"고 말했다. 이어 “파트너사인 MSD도 ALT-B4의 독자적인 특허성을 확인하고 우리와 보조를 맞추고 있다”고 덧붙였다. <br /><br />알테오젠과 할로자임이 특허권 구축에 사활을 걸고 있는 플랫폼은 정맥주사(IV) 제형을 SC제형으로 바꿔주는 기술인 ‘재조합 인간 히알루로니다제’이다. 이 기술은 세계에서 알테오젠과 할로자임이 유일하게 보유하고 있다. 양사의 기업가치 대부분을 차지하고 있다. 자체 개발한 기술을 알테오젠은 ‘하이브로자임(Hybrozyme)’, 할로자임은 ‘인핸즈(ENHANZE)’라고 부르고 있다. <br /><br />자연 상태의 피하 조직은 히알루론산의 밀도가 높다. 히알루론산은 피하에 약물이 일정 양 이상 전달할 수 없도록 막는 역할을 한다. 항체치료제, 펩타이드 등 많은 의약품들이 이 장벽을 우회하기 위해 IV로 투약한다. <br /><br />반면 알테오젠과 할로자임의 재조합 인간 히알루로니다제는 국소 부위의 히알루론산을 일시적으로 분해해 피하에 공간을 만들어 준다. 약물의 투약 저항성을 줄여 더 빠르고 많은 양이 혈관으로 확산할 수 있는 경로를 확보해 주는 것이다. 이러한 원리로 분자가 큰 항체치료제도 SC제형으로 투약할 수 있게 된다.<br /><br />할로자임의 인핸즈 특허는 당초 미국 2027년, 유럽 2029년 완료될 예정이었다. 하지만 할로자임은 경쟁사의 진입을 막기 위해 제2의 특허 전략인 MDASE를 준비해 왔다. MDASE는 인핸즈의 기술과 구분해 ‘재조합 인간 히알루로니다제’에 대한 다양한 응용, 포괄적인 효소 등의 특허이다. 세계적으로 특허를 등록하고 출원한 건수는 100개에 달한다. MDASE 특허 포트폴리오는 미국 외 국가에서 2032년, 미국에서는 2034년까지 독점적인 권리를 확보한다. <br /><br />업계에서는 알테오젠과 할로자임이 소송을 벌인다고 하더라도, 알테오젠이 패소할 가능성은 적다고 분석했다. 다만 막대한 소송 비용이 부담으로 작용할 것으로 봤다. 업계 관계자는 “세계 톱 제약사 MSD가 특허 관련된 사안을 제대로 알아보지도 않고 알테오젠 기술을 사용했을 가능성은 낮다”며 “할로자임이 특허 소송을 제기하면 키트루다 SC제형의 출시는 예상보다 지연되고 소송 비용이 발생할 것”이라고 말했다. <br /><br />국내 바이오회사 이오플로우 역시 경쟁사의 특허 침해 소송으로 큰 타격을 입은 상태이다. 이오플로우는 미국 인슐렛에 이어 세계에서 두 번째 인슐린 펌프를 출시했다. 하지만 지난해 8월 경쟁사 미국 인슐렛은 미국에서 이오플로우를 상대로 특허 침해 소송을 제기했다. 그해 10월 인슐렛은 특허 소송이 끝날 때까지 이오플로우의 인슐린 펌프에 대한 판매 및 제조, 마케팅을 금지하는 가처분 신청을 제기했고, 미국 메사추세츠 주법원은 인용했다. <br /><br />당초 이오플로우는 세계 1위 매출 의료기기 회사 메드트로닉에 인수합병(M&A)을 진행하는 절차를 밟고 있었다. 인슐렛과 특허 소송에 휘말리면서 M&A는 무산되고 주권매매 거래가 정지됐다. 올해 6월 미국 법원이 판매 금지 가처분 신청을 파기 환송했지만 이미 이오플로우는 거래가 정지된 동안 막대한 피해를 입었다. 또한 인슐렛과 미국 소송을 진행하면서 많은 소송 비용을 떠안았다. <br /><br />할로자임은 세계 최초로 SC제형 변경 시장에 일찌감치 진출한 회사이다. 이미 상업화에 성공한 의약품이 많으며 재무 구조가 탄탄하다. 지난해 매출 1조1000억원, EBITDA 5600억원으로 각각 전년 대비 26%, 19% 증가했다. 이 중 로열티로만 5900억원의 매출을 올렸다. <br /><br />할로자임의 인핸즈를 활용해 상용화된 SC제형 의약품은 9개다. 100개국 이상에서 출시됐고 80만명 이상의 환자에게 투약했다. 상업화 품목은 다잘렉스(개발사 J&J), 페스코(로슈), 오크레부스(로슈), 브가르트 히트룰로(아르젠엑스), 하일레넥스(할로자임, 다른 주사 약물의 분산 및 흡수를 증가시키는 보조제로 사용), 허셉틴(로슈), 리툭산(로슈), 하이큐비아(다케다), 티쎈트릭(로슈) 등이다. 특히 내년 1분기 미국 식품의약국(FDA) 승인을 앞두고 있는 존슨앤드존슨(J&J)의 아미반타맙 SC제형과 유한양행 렉라자 병용에 사용한 기술도 인핸즈이다. <br /><br />알테오젠은 할로자임보다 후발주자이다. 강점은 특허 만료일이 할로자임 보다 늦다는 것이다. 알테오젠의 하이브로자임의 특허만료일은 2030년대 후반에서 2040년으로 예상한다. 반면 아직 탄탄한 매출 구조를 갖추지 못한 상태이다. <br /><br />김유림 기자 youforest@hankyung.com<br /><br /><strong>**이 기사는 한경닷컴 바이오 전문 채널 <한경바이오인사이트>에 2024년 11월 21일 14시39분 게재됐습니다.</strong> </div> </div> <div class="empathy-wrap not_personal_service"> <button type="button" class="btn-like" data-kind="1" data-reaction="good" onclick="clickReaction('202411215850i', 1, this)"> <svg x="0" y="0" width="26" height="28" viewBox="0 0 25.3 25.5"> <path class="svg-icon" d="M24.7,11c-1-1.4-2.9-1.4-3.2-1.4h-4.9c-0.1,0-0.2-0.1-0.2-0.1c0-0.1-0.1-0.2,0-0.3c0.4-0.6,0.6-1.1,0.8-1.4 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