Life-Changing INNOVATIONS

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Investor Relations 2020 The Future of Biotechnology, MEDIPOST Investor Relations 2020 Life-Changing INNOVATIONS The Future of Biotechnology, MEDIPOST

Transcript of Life-Changing INNOVATIONS

Page 1: Life-Changing INNOVATIONS

Investor Relations 2020

The Future of Biotechnology, MEDIPOST

Investor Relations 2020

Life-ChangingINNOVATIONSThe Future of Biotechnology, MEDIPOST

Page 2: Life-Changing INNOVATIONS

Investor Relations 2020

The Future of Biotechnology, MEDIPOST

Disclaimer

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๋ณธ ์ž๋ฃŒ๋Š” ์ž ์žฌ์ ์ธ ํˆฌ์ž์ž๋“ค์—๊ฒŒ ์ •๋ณด๋ฅผ ์ œ๊ณตํ•˜๊ธฐ ์œ„ํ•œ ๋ชฉ์ ์œผ๋กœ ์ž‘์„ฑ๋˜์—ˆ์œผ๋ฉฐ, ํˆฌ์ž ๊ถŒ์œ ์‚ฌํ•ญ์„ ํฌํ•จํ•˜๊ณ  ์žˆ์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

์žฌ๋ฌด์ •๋ณด๋Š” ํ•œ๊ตญ์ฑ„ํƒ๊ตญ์ œํšŒ๊ณ„๊ธฐ์ค€์— ๋”ฐ๋ผ ์ž‘์„ฑ๋œ ๊ฐœ๋ณ„ ๊ธฐ์ค€์˜ ์˜์—…์‹ค์ ์ž…๋‹ˆ๋‹ค.

๋ณธ ์ž๋ฃŒ๋Š” ๋ฏธ๋ž˜์— ๋Œ€ํ•œ โ€œ์˜ˆ์ธก์ •๋ณดโ€๋ฅผ ํฌํ•จํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ด๋Š” ๊ณผ๊ฑฐ๊ฐ€ ์•„๋‹Œ ๋ฏธ๋ž˜์˜ ์‚ฌ๊ฑด๊ณผ ๊ด€๊ณ„๋œ ๊ฒƒ์œผ๋กœ ํšŒ์‚ฌ์˜ ํ–ฅํ›„ ์˜ˆ์ƒ๋˜๋Š”

๊ฒฝ์˜ํ˜„ํ™ฉ ๋ฐ ์žฌ๋ฌด์‹ค์ ์„ ์˜๋ฏธํ•˜๊ณ , ํ‘œํ˜„์ƒ์œผ๋กœ๋Š” โ€˜์˜ˆ์ƒโ€™, โ€˜์ „๋งโ€™, โ€˜๊ณ„ํšโ€™, โ€˜๊ธฐ๋Œ€โ€™ ๋“ฑ๊ณผ ๊ฐ™์€ ๋‹จ์–ด๋ฅผ ํฌํ•จํ•ฉ๋‹ˆ๋‹ค. โ€œ์˜ˆ์ธก์ •๋ณดโ€๋Š” ๊ทธ

์„ฑ๊ฒฉ์ƒ ๋ถˆํ™•์‹คํ•œ ์‚ฌ๊ฑด๋“ค์„ ์–ธ๊ธ‰ํ•˜๋Š”๋ฐ, ํšŒ์‚ฌ์˜ ํ–ฅํ›„ ๊ฒฝ์˜ํ˜„ํ™ฉ ๋ฐ ์žฌ๋ฌด์‹ค์ ์— ๊ธ์ •์  ๋˜๋Š” ๋ถ€์ •์ ์œผ๋กœ ์˜ํ–ฅ์„ ๋ฏธ์น  ์ˆ˜ ์žˆ๋Š”

๋ถˆํ™•์‹ค์„ฑ์—๋Š” ๋‹ค์Œ๊ณผ ๊ฐ™์€ ๊ฒƒ๋“ค์ด ํฌํ•จ๋ฉ๋‹ˆ๋‹ค.

โ–ช ํ™˜์œจ, ์ด์ž์œจ ๋“ฑ์˜ ๋ณ€๋™์„ ํฌํ•จํ•œ ๊ตญ๋‚ดยท์™ธ ๊ธˆ์œต์‹œ์žฅ์˜ ๋™ํ–ฅ

โ–ช ์‚ฌ์—…์˜ ์ฒ˜๋ถ„, ์ธ์ˆ˜ ๋“ฑ์„ ํฌํ•จํ•œ ํšŒ์‚ฌ์˜ ์ „๋žต์ ์ธ ์˜์‚ฌ๊ฒฐ์ •

โ–ช ํšŒ์‚ฌ๊ฐ€ ์˜์œ„ํ•˜๋Š” ์ฃผ์š” ์‚ฌ์—…๋ถ„์•ผ์˜ ์˜ˆ์ƒ์น˜ ๋ชปํ•œ ๊ธ‰๊ฒฉํ•œ ์—ฌ๊ฑด ๋ณ€ํ™”

โ–ช ๊ธฐํƒ€ ๊ฒฝ์˜ํ˜„ํ™ฉ ๋ฐ ์žฌ๋ฌด์‹ค์ ์— ์˜ํ–ฅ์„ ๋ฏธ์น  ์ˆ˜ ์žˆ๋Š” ๊ตญ๋‚ดยท์™ธ์  ๋ณ€ํ™”

์ด๋Ÿฌํ•œ ๋ถˆํ™•์‹ค์„ฑ์œผ๋กœ ์ธํ•ด ํšŒ์‚ฌ์˜ ์‹ค์ œ ๋ฏธ๋ž˜ ์‹ค์ ์€ โ€œ์˜ˆ์ธก์ •๋ณดโ€์— ๋ช…์‹œ์  ๋˜๋Š” ๋ฌต์‹œ์ ์œผ๋กœ ํฌํ•จ๋œ ๋‚ด์šฉ๊ณผ ์ค‘๋Œ€ํ•œ ์ฐจ์ด๊ฐ€ ์žˆ์„

์ˆ˜ ์žˆ์Œ์„ ์–‘์ง€ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค.

๋ณธ์ž๋ฃŒ์— ํฌํ•จ๋œ ์ •๋ณด๋Š” ๋ฐฐํฌ์ผ ๊ธฐ์ค€์œผ๋กœ ์ž‘์„ฑ๋˜์—ˆ์œผ๋ฉฐ, ํ–ฅํ›„ ๋ณ„๋„์˜ ๊ณต์ง€์—†์ด ๋ณ€๊ฒฝ๋  ์ˆ˜ ์žˆ์Œ์„ ์•Œ๋ ค๋“œ๋ฆฝ๋‹ˆ๋‹ค.

๋˜ํ•œ, ๋ณธ์ž๋ฃŒ๋ฅผ ๋ฌด๋‹จ์œผ๋กœ ๋ฐฐํฌํ•˜์—ฌ์„œ๋Š” ์•„๋‹ˆ๋˜๋ฉฐ, ๋ณธ์ž๋ฃŒ์— ๋”ฐ๋ฅธ ํˆฌ์ž ๊ฒฐ์ •์€ ์ด๋ฅผ ํ™œ์šฉํ•˜๋Š” ์ธก์—๊ฒŒ ๊ทธ ์ฑ…์ž„์ด ์žˆ์Œ์„

์ฃผ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค.

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Life-Changing INNOVATIONS์˜ค๋Š˜์˜ ํ•œ๊ณ„๋ฅผ ๋›ฐ์–ด๋„˜๋Š” ๋‚ด์ผ์˜ ํ˜์‹ ์œผ๋กœ ์ƒ๋ช…๊ณตํ•™ ๋ถ„์•ผ์˜ ์ƒˆ ์—ญ์‚ฌ๋ฅผ ๋งŒ๋“ค์–ด ๊ฐ‘๋‹ˆ๋‹ค.

Table of Contents

ยท Overview

ยท R&D Pipeline

ยท Investment Highlights

ยท Financial Results

ยท Appendix

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Overview

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๊ธฐ์—…์†Œ๊ฐœ

90๊ฑด

๊ตญ๋‚ด์™ธ ํŠนํ—ˆ๊ฑด์ˆ˜

33๊ฑด

๊ตญ์ฑ…๊ณผ์ œ ์ˆ˜ํ–‰

267,159units

์ œ๋Œ€ํ˜ˆ์€ํ–‰ ๋ณด๊ด€๊ฑด์ˆ˜

46%

์—ฐ๊ตฌ๊ฐœ๋ฐœ์ธ๋ ฅ

์ฃผ์š” ๊ฒฝ์˜์ง„

(2020.9 ๊ธฐ์ค€)

๋ฉ”๋””ํฌ์ŠคํŠธ๋Š” ์ƒ๋ช…์˜ ๊ฐ€์น˜๋ฅผ ์ตœ์šฐ์„ ์œผ๋กœ ๋ชจ๋“  ์ด๋“ค์ด ๊ฑด๊ฐ•ํ•˜๊ณ  ํ–‰๋ณตํ•œ ์‚ถ์„ ์‚ด์•„๊ฐˆ ์ˆ˜ ์žˆ๋„๋ก ์ค„๊ธฐ์„ธํฌ ์—ฐ๊ตฌ๋ฅผ ์ค‘์‹ฌ์œผ๋กœ

๋Š์ž„์—†๋Š” ์—ฐ๊ตฌ๊ฐœ๋ฐœ์„ ํ†ตํ•œ ๋„์ „์„ ์ด์–ด์˜ค๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์„ธ๊ณ„ 1์œ„ ์ค„๊ธฐ์„ธํฌ ๊ธฐ์ˆ ์˜ ๊ธ€๋กœ๋ฒŒ ์ƒ๋ช…๊ณตํ•™ ๊ธฐ์—…์„ ๋ชฉํ‘œ๋กœ ๋ชจ๋‘๊ฐ€

๊ฑด๊ฐ•ํ•˜๊ณ  ํ–‰๋ณตํ•œ ์„ธ์ƒ์„ ๋งŒ๋“ค๊ธฐ ์œ„ํ•ด ๋ฉ”๋””ํฌ์ŠคํŠธ์˜ ๋„์ „์€ ๋ฉˆ์ถ”์ง€ ์•Š๊ณ  ๊ณ„์†๋ฉ๋‹ˆ๋‹ค.

ํ•œ๊ตญ์—์„œ๊ธฐ์—…๊ฐ€์ •์‹ ์ด๊ฐ€์žฅ์ž˜๊ตฌํ˜„๋œ,

์ค„๊ธฐ์„ธํฌ๋ถ„์•ผ์˜๊ธ€๋กœ๋ฒŒ์œ ๋ง์ฃผ๋ฉ”๋””ํฌ์ŠคํŠธ

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ยท ์„œ์šธ๋Œ€ ์˜๊ณผ๋Œ€ํ•™ ์˜ํ•™๋ฐ•์‚ฌ

ยท ๅ‰ ์‚ผ์„ฑ์„œ์šธ๋ณ‘์› ์ „๋ฌธ์˜ / ๊ต์ˆ˜

ยท ์„œ์šธ๋Œ€ ๊ฒฝ์ œํ•™๊ณผ

ยท ๅ‰ ๊ธˆ์œต๊ฐ๋…์›

ยท ๅ‰ ใˆœ๋งˆํฌ๋กœ์   ๋Œ€ํ‘œ์ด์‚ฌ

ยท ์„œ์šธ๋Œ€ ์˜๊ณผ๋Œ€ํ•™ ์˜ํ•™๋ฐ•์‚ฌ

ยท ๅ‰ ์•„์‚ฐ๋ณ‘์› ์ „๋ฌธ์˜ / ๊ต์ˆ˜

ยท ๅ‰ ์‚ผ์„ฑ์„œ์šธ๋ณ‘์› ์ „๋ฌธ์˜ / ๊ต์ˆ˜

ยท ๊ณ ๋ ค๋Œ€ ๊ฒฝ์ œํ•™๊ณผ

ยท ๅ‰ ๋™์–‘์ƒ๋ช… ์ด์‚ฌ

์–‘์œค์„  ๋Œ€ํ‘œ์ด์‚ฌํ™ฉ๋™์ง„ ์‚ฌ์žฅ

๊ฒฝ์˜๊ด€๋ฆฌ

์˜ค์›์ผ ๋ถ€์‚ฌ์žฅ์—ฐ๊ตฌ๊ฐœ๋ฐœ

์ด์žฅ์› ๋ถ€์‚ฌ์žฅ์นดํ‹ฐ์Šคํ…œ์‚ฌ์—…์ด๊ด„

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๋ฉ”๋””ํฌ์ŠคํŠธ

์ฃผ์š” ์‚ฌ์—… ์˜์—ญ

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์„ธํฌ์น˜๋ฃŒ์ œ ๊ฐœ๋ฐœ ์ œ๋Œ€ํ˜ˆ์€ํ–‰ ๊ฑด๊ฐ•๊ธฐ๋Šฅ์‹ํ’ˆ

โ–  1์„ธ๋Œ€ ์ค„๊ธฐ์„ธํฌ์น˜๋ฃŒ์ œ

ยท ์นดํ‹ฐ์Šคํ…œ / ์—ฐ๊ณจ๊ฒฐ์†์น˜๋ฃŒ์ œ

ยท ๋‰ด๋ชจ์Šคํ…œ / ๊ธฐ๊ด€์ง€ํ์ดํ˜•์„ฑ์ฆ์น˜๋ฃŒ์ œ

ยท ๋‰ด๋กœ์Šคํ…œ / ์•Œ์ธ ํ•˜์ด๋จธ์น˜๋ฃŒ์ œ

โ–  2์„ธ๋Œ€ ์ค„๊ธฐ์„ธํฌ์น˜๋ฃŒ์ œ

ยท SMUP-IA-01 / ํ‡ดํ–‰์„ฑ๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ์น˜๋ฃŒ์ œ

ยท SMUP-IV-01 / ๋‹น๋‡จ๋ณ‘์„ฑ์‹ ์ฆ์น˜๋ฃŒ์ œ

โ–  ์ œ๋Œ€ํ˜ˆ์œ ๋ž˜ ๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ

ยท Treg, NK์„ธํฌ ํ™œ์šฉ

์‹œ์žฅ์ ์œ ์œจ, ์ด์‹๋ฅ  1์œ„์˜ ๋Œ€ํ•œ๋ฏผ๊ตญ ๋Œ€ํ‘œ

์ œ๋Œ€ํ˜ˆ์€ํ–‰ ์…€ํŠธ๋ฆฌ

2016๋…„ 12์›”๋ณด๊ฑด๋ณต์ง€๋ถ€ ์ž๋ฃŒ ๊ธฐ์ค€

์…€ํŠธ๋ฆฌ(43%)

๊ธฐํƒ€(27%)

ใ…Š์‚ฌ(14%)

ใ……์‚ฌ(16%)

์ œ๋Œ€ํ˜ˆ ๋ˆ„์  ๋ณด๊ด€๊ฑด์ˆ˜ : 267,159units(2020๋…„ 9์›” ๊ธฐ์ค€)

์Šค๋งˆํŠธํ•œ ์˜์–‘ ์†”๋ฃจ์…˜์„ ์ œ๊ณตํ•˜๋Š” ๊ฑด๊ฐ•๊ธฐ๋Šฅ์‹ํ’ˆ

๋ธŒ๋žœ๋“œ ๋ชจ๋น„ํƒ€

ยท ์ž„์‚ฐ๋ถ€ ๋ฐ ์—ฌ์„ฑ ์ „๋ฌธ์ œํ’ˆ

ยท ์„ฑ๋ถ„ ๋ฐ ๊ธฐ๋Šฅ ๋งž์ถคํ˜• ์ œํ’ˆ

ยท ๋ณ‘์› ๋ฐ ์˜จ๋ผ์ธ ์ฑ„๋„ ํŒ๋งค

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R&D pipeline

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R&D ํŒŒ์ดํ”„๋ผ์ธ

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โ€œA global leader in allogeneic stem cell drugsโ€

์ ์‘์ฆ ์น˜๋ฃŒ์ œ ์ž„์ƒ๊ตญ๊ฐ€ Phase I Phase II Phase III In detail

๋ฌด๋ฆŽ ๊ณจ๊ด€์ ˆ์—ผ

CARTISTEMยฎ

ํ•œ๊ตญ 12๋…„ ์‹œ์žฅ์ง„์ถœ, ๋ธ”๋ก๋ฒ„์Šคํ„ฐ ์˜์•ฝํ’ˆ

๋ฏธ๊ตญ ์ž„์ƒ 1/2a์ƒ ์ข…๋ฃŒ

์ผ๋ณธ (2์ƒ) ์Šน์ธ์™„๋ฃŒ (K&L 2~4 ๋ฐ HTO ๋ณ‘ํ–‰)

์ผ๋ณธ (3์ƒ) ์‹ ์ฒญ์˜ˆ์ • (K&L 2~3)

SMUP-IA-01 ํ•œ๊ตญ ์ž„์ƒ 1์ƒ ์ง„ํ–‰์ค‘ (ํˆฌ์•ฝ์™„๋ฃŒ)

๋ฐœ๋ชฉ ๊ณจ๊ด€์ ˆ์—ผ

CARTISTEMยฎ ํ•œ๊ตญ์ž„์ƒ 3์ƒ ์ง„ํ–‰์ค‘(ํ˜„๋Œ€๋ฐ”์ด์˜ค๋žœ๋“œ)

๊ธฐ๊ด€์ง€ํ์ดํ˜•์„ฑ์ฆ(BPD)

PNEUMOSTEMยฎ

ํ•œ๊ตญ ์ž„์ƒ 2์ƒ ์ง„ํ–‰์ค‘

๋ฏธ๊ตญ์ž„์ƒ 1/2์ƒ ์ข…๋ฃŒ๋ฏธ๊ตญ ๋ฐ ์œ ๋Ÿฝ ํฌ๊ท€์˜์•ฝํ’ˆ ์ง€์ •๋ฏธ๊ตญ Fast Track ์ง€์ •

์•Œ์ธ ํ•˜์ด๋จธ

NEUROSTEMยฎ

ํ•œ๊ตญ ์ž„์ƒ 1/2a์ƒ ์ข…๋ฃŒ (2020.01)

๋ฏธ๊ตญ ์ž„์ƒ 1/2a์ƒ ์Šน์ธ

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34,129 35,692

37,221 38,691

40,030

22,184 23,200 24,194 25,149 26,020

2018 2020 2022 2024 2026

์ผ๋ณธ ๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ ํ™˜์ž

31,502 32,187 32,776 33,304 33,668

20,476 20,922 21,304 21,648 21,884

2018 2020 2022 2024 2026

๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ(OA) ์‹œ์žฅ ๊ทœ๋ชจ

65% ๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ ์‹œ์žฅ Target

- ๋ฌด๋ฆŽ๊ด€์ ˆ์—ผ ์‹œ์žฅ K&L grade 1 20% / K&L grade 2~3 65% / K&L grade 4 15% ๋น„์ค‘์œผ๋กœ ์ถ”์ •

โ–  ์นดํ‹ฐ์Šคํ…œ & SMUP-IA-01(์ฃผ์‚ฌํ˜•) : K&L grade 2~3 ๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ ํ™˜์ž ๋Œ€์ƒ์œผ๋กœ ๊ฐœ๋ฐœ

ยท Source : ์‹ฌํ‰์›, ์งˆ๋ณ‘์†Œ๋ถ„๋ฅ˜ํ†ต๊ณ„

ํ•œ๊ตญ ๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ ํ™˜์ž

2,873 3,031

3,198 3,374

3,558

1,867 1,970 2,079 2,193

2,313

2018 2020 2022 2024 2026

(๋‹จ์œ„: ์ฒœ๋ช…)

์‹œ์žฅ์„ฑ์žฅ CAGR 2.7% ์ ์šฉ

์ „์ฒด ํ™˜์ž์ˆ˜ K&L 2&3 ํ™˜์ž

ยท Source : Global Data

์‹œ์žฅ์„ฑ์žฅ CAGR 0.93% ์ ์šฉ

ยท Source : Global Data

๋ฏธ๊ตญ ๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ ํ™˜์ž

์‹œ์žฅ์„ฑ์žฅ CAGR 2.28% ์ ์šฉ

(๋‹จ์œ„: ์ฒœ๋ช…) (๋‹จ์œ„: ์ฒœ๋ช…)

10

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๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ(OA) ์ƒˆ๋กœ์šด ์น˜๋ฃŒ์˜ต์…˜

11

Unmet Medical Needs ์ถฉ์กฑ

- ๊ธฐ์กด ๊ณจ๊ด€์ ˆ์—ผ ์น˜๋ฃŒ์ œ ์‹œ์žฅ์€ ๊ฒฝ์ฆํ™˜์ž๋ฅผ ์œ„ํ•œ ์•ฝ๋ฌผ์น˜๋ฃŒ์™€ ์ค‘์ฆํ™˜์ž๋ฅผ ์œ„ํ•œ ์ˆ˜์ˆ ์น˜๋ฃŒ๋กœ ์–‘๋ถ„

- ์ค‘๊ธฐ์— ์ ‘์–ด๋“œ๋Š” ํ™˜์ž์˜ Unmet Medical Needs ๋ฅผ ์นดํ‹ฐ์Šคํ…œ๊ณผ SMUP-IA-01(์ฃผ์‚ฌํ˜•๊ด€์ ˆ์—ผ์น˜๋ฃŒ์ œ)์œผ๋กœ ์ถฉ์กฑ

โ–  ๊ฒฝ์ฆํ™˜์ž์™€ ์ค‘์ฆํ™˜์ž ์‚ฌ์ด์˜ ์ƒˆ๋กœ์šด ์น˜๋ฃŒ์˜ต์…˜ ์ œ๊ณต

Grade1 Grade2~3 Grade4

Lifestyle Change

์ง„ํ†ต, ์†Œ์—ผ์ œ

์ง„ํ†ต, ์†Œ์—ผ์ œ

ํžˆ์•Œ๋ฃจ๋ก ์‚ฐ/์Šคํ…Œ๋กœ์ด๋“œ ์ฃผ์‚ฌ์ œ

์ˆ˜์ˆ  (๋ฏธ์„ธ์ฒœ๊ณต์ˆ , ์—ฐ๊ณจ์ด์‹์ˆ )

์ง„ํ†ต, ์†Œ์—ผ์ œ

์ˆ˜์ˆ  (์ธ๊ณต๊ด€์ ˆ ๋“ฑ)

Unmet Medical Needs

SMUP-IA-01[์ฃผ์‚ฌ์ œ]

CARTISTEMยฎ[์ˆ˜์ˆ ]

ยท Image Source : NH์ฆ๊ถŒ

โ–  K&L grade ๋ณ„ ๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ ์น˜๋ฃŒ๋ฒ•

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์นดํ‹ฐ์Šคํ…œ, ๊ธ€๋กœ๋ฒŒ 1์œ„ ์ค„๊ธฐ์„ธํฌ ์น˜๋ฃŒ์ œ

12

๊ตญ๋‚ด ์‹œ์žฅ ์ ์œ ์œจ ํ™•๋Œ€

ยท ์ฝ”๋กœ๋‚˜19 ์žฌํ™•์‚ฐ ๋ฐ ๋น„์ˆ˜๊ธฐ์ž„์—๋„, ์ „๋…„๋™๊ธฐ ๋Œ€๋น„ ์†Œํญ ์„ฑ์žฅ (YoY 1.0%)

ยท 2020๋…„ 9์›”๋ง ์ฒ˜๋ฐฉ๋ณ‘์› +550๊ฐœ (2012~2020 CAGR 34.4%)

โ–  ๊ธ€๋กœ๋ฒŒ ์ค„๊ธฐ์„ธํฌ์น˜๋ฃŒ์ œ ์ค‘, ์ ์‘์ฆ๋‚ด ๋ˆ„์ ํŒ๋งค๋Ÿ‰ 1์œ„ (ํ’ˆ๋ชฉํ—ˆ๊ฐ€ ์ดํ›„, ๋ˆ„์  17,000 vials ํŒ๋งค)

์นดํ‹ฐ์Šคํ…œ ๋ถ„๊ธฐ๋ณ„ ํŒ๋งค๋Ÿ‰ (2012-2020)

(๋‹จ์œ„: vials)

โ–  1Q โ–  2Q โ–  3Q โ–  4Q

2012 2013 2014 2015 2016 2017 2018 2019 2020

1,200

1,000

800

600

400

200

-

์นดํ‹ฐ์Šคํ…œ ์—ฐ๊ฐ„ ํŒ๋งค๋Ÿ‰ (2012-2020)

(๋‹จ์œ„: vials)

2012 2013 2014 2015 2016 2017 2018 2019 2020

5,000

4,000

3,000

2,000

1,000

-

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์นดํ‹ฐ์Šคํ…œ ์ƒํƒœ๊ณ„ ํ™•๋Œ€

13

์นดํ‹ฐ์Šคํ…œ, ์ ์‘์ฆ & ์ง€์—ญ ๋‹ค๋ณ€ํ™”

- ์ผ๋ณธ, ์ž„์ƒ 2 Track ์ „๋žต : ์ž„์ƒ 2์ƒ ๊ฐœ์‹œ (19๋…„ 12์›” ์ž„์ƒ์Šน์ธ) ๋ฐ ์ž„์ƒ 3์ƒ ์‹ ์ฒญ ๊ณ„ํš

- ๋ฏธ๊ตญ, ํŒŒํŠธ๋„ˆ๋ง ์ „๋žต์„ ํ†ตํ•œ ์ž„์ƒ 3์ƒ ๋ฐ ์ƒ์—…ํ™” ์ถ”์ง„ ๋ชฉํ‘œ

โ–  ์นดํ‹ฐ์Šคํ…œ ์ ์‘์ฆ ํ™•๋Œ€ : ๋ฐœ๋ชฉ๊ด€์ ˆ ์—ฐ๊ณจ๊ฒฐ์† ํ™˜์ž ๋Œ€์ƒ ์ž„์ƒ 3์ƒ ์ง„ํ–‰์ค‘ (ํ˜„๋Œ€๋ฐ”์ด์˜ค๋žœ๋“œ)

โ–  ์„ธ๊ณ„ ์ตœ๋Œ€ ์˜์•ฝํ’ˆ ์‹œ์žฅ ๊ณต๋žต

์ ์‘์ฆ ํ™•๋Œ€ โ€“ ๋ฐœ๋ชฉ์—ฐ๊ณจ๊ฒฐ์†ํ™˜์ž ์ผ๋ณธ โ€“ 2track ์ „๋žต ๋ฏธ๊ตญ โ€“ ํŒŒํŠธ๋„ˆ๋ง ์ „๋žต

ยท ํ˜„๋Œ€๋ฐ”์ด์˜ค๋žœ๋“œ ์–‘๋„, (2020๋…„ 01์›”)

ยท ๊ตญ๋‚ด ์ž„์ƒ 3์ƒ ์ง„ํ–‰์ค‘ , ํ™˜์ž 100๋ช… ๋Œ€์ƒ

ยท 1/2a์ƒ ์ข…๋ฃŒ, FDA EOP ๋ฏธํŒ… ์™„๋ฃŒ

ยท ํŒŒํŠธ๋„ˆ๋ง์„ ํ†ตํ•œ ์ž„์ƒ 3์ƒ ๋ฐ ์‹œ์žฅ์ง„์ž… ์ „๋žต

ยท ๋ฌด๋ฆŽ๊ด€์ ˆ์—ผ ์žฌ์ƒ์˜๋ฃŒ์น˜๋ฃŒ์ œ๋กœ

์ผ๋ณธ ์ตœ์ดˆ ์ƒ์—…์ž„์ƒ

ยท ์ž„์ƒ 2์ƒ : K&L 2~4 ๋Œ€์ƒ + *HTO ๋ณ‘ํ–‰ (1์ƒ ์ƒ๋žต)

ยท ์ž„์ƒ 3์ƒ : K&L 2~3 ๋Œ€์ƒ (1, 2์ƒ ์ƒ๋žต)

โ€ป ์ผ๋ณธ ์ž„์ƒ๋””์ž์ธ appendix 04 ์ฐธ์กฐ (27P)

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์นดํ‹ฐ์Šคํ…œ ์ƒํƒœ๊ณ„ ํ™•๋Œ€

14

์ฃผ์‚ฌํ˜• ์น˜๋ฃŒ์ œ, +90% ๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผํ™˜์ž ๋Œ€์ƒ

ยท 2์„ธ๋Œ€ ์„ธํฌ์น˜๋ฃŒ์ œ ํ”Œ๋žซํผ ์ ์šฉ (๊ณ ํšจ๋Šฅ์„ธํฌ, ๋Œ€๋Ÿ‰์ƒ์‚ฐ, ๋ƒ‰๋™์ œํ˜•)

ยท ๋ฌด๋ฆŽ ๊ณจ๊ด€์ ˆ์—ผ ์น˜๋ฃŒ์ œ / ๊ด€์ ˆ๊ฐ•๋‚ด 1ํšŒ ์ฃผ์‚ฌ

ยท ๊ตญ๋‚ด ์ž„์ƒ 1์ƒ ์ง„ํ–‰์ค‘ (19๋…„ 09์›” ~ ), ํ™˜์ž 12๋ช… ํˆฌ์•ฝ์™„๋ฃŒ (20๋…„ 05์›”)

ยท ๊ตญ๋‚ด ์ž„์ƒ 1์ƒ ์ข…๋ฃŒ (20๋…„ 12์›” ) , ๊ฒฐ๊ณผ๋ฐœํ‘œ (21๋…„ ์ƒ๋ฐ˜๊ธฐ )

ยท ํ–ฅํ›„, ์ ์‘์ฆ ํ™•์žฅ ๋ฐ ํ•ด์™ธ์‹œ์žฅ ์ง„์ถœ ๊ณ„ํš

ํ•ญ์—ผ์ฆ ์ž‘์šฉ ์—ฐ๊ณจ์„ธํฌ ์‚ฌ๋ฉธ์–ต์ œ ์—ฐ๊ณจ๊ธฐ์งˆ๋ถ„ํ•ด ํšจ์†Œ์–ต์ œ

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์ฒจ๋‹จ์žฌ์ƒ๋ฐ”์ด์˜ค๋ฒ• (์ฒจ๋‹จ์žฌ์ƒ์˜๋ฃŒ ๋ฐ ์ฒจ๋‹จ๋ฐ”์ด์˜ค์˜์•ฝํ’ˆ ์•ˆ์ „ ๋ฐ ์ง€์›์— ๊ด€ํ•œ ๋ฒ•๋ฅ )

15

์ฒจ๋‹จ์žฌ์ƒ๋ฐ”์ด์˜ค๋ฒ• ์ทจ์ง€ (2020.08.28 ์‹œํ–‰)

ยท ์ฒจ๋‹จ์žฌ์ƒ์˜๋ฃŒ์˜ ์•ˆ์ „์„ฑ ํ™•๋ณด ์ฒด๊ณ„ ๋ฐ ๊ธฐ์ˆ ํ˜์‹ , ์‹ค์šฉํ™” ๋ฐฉ์•ˆ ๋งˆ๋ จ (๊ตญ๊ฐ€์ง€์›, ๊ณต์ต๋ชฉ์ ์˜ ์˜์•ฝํ’ˆ์œผ๋กœ ํ—ˆ๊ฐ€ ๋ฐ›์ง€ ์•Š์€ ์ž„์ƒ์—ฐ๊ตฌ)

ยท ์ฒจ๋‹จ๋ฐ”์ด์˜ค์˜์•ฝํ’ˆ (์„ธํฌ, ์œ ์ „์ž, ์กฐ์ง๊ณตํ•™, ์ฒจ๋‹จ๋ฐ”์ด์˜ค์œต๋ณตํ•ฉ์ œ์žฌ ์น˜๋ฃŒ์ œ)์˜ ํ’ˆ์งˆ๊ณผ ์•ˆ์ „์„ฑ, ์œ ํšจ์„ฑ ํ™•๋ณด ๋ฐ ์ œํ’ˆํ™” ์ง€์›

- ๋ฐ”์ด์˜ค์˜์•ฝํ’ˆ์˜ ์ „์ฃผ๊ธฐ ์•ˆ์ „๊ด€๋ฆฌ ๊ฐ•ํ™” (์žฅ๊ธฐ์ถ”์ ์กฐ์‚ฌ : ์„ธํฌ์น˜๋ฃŒ์ œ 5๋…„, ์œ ์ „์ž ์น˜๋ฃŒ์ œ 15๋…„, ์ด์ข…์žฅ๊ธฐ ๋“ฑ 30๋…„ )

- ๋Œ€์ฒด์น˜๋ฃŒ์ œ๊ฐ€ ์—†๋Š” ์ค‘๋Œ€ํ•œ ์งˆํ™˜, ํฌ๊ท€์งˆํ™˜ ๋“ฑ์— ๋Œ€ํ•œ ์‹ ์†์ฒ˜๋ฆฌ ์ œ๋„ ๋งˆ๋ จ

โ–  ์ฒจ๋‹จ๋ฐ”์ด์˜ค์˜์•ฝํ’ˆ ๋ฒ”์œ„

์ข…๋ฅ˜ ์ •์˜

๊ฐ€. ์„ธํฌ์น˜๋ฃŒ์ œ

์‚ฌ๋žŒ ๋˜๋Š” ๋™๋ฌผ์˜ ์‚ด์•„ ์žˆ๋Š” ์„ธํฌ๋ฅผ ์ฒด์™ธ์—์„œ ๋ฐฐ์–‘, ์ฆ์‹ํ•˜๊ฑฐ๋‚˜ ์„ ๋ณ„ํ•˜๋Š” ๋“ฑ ๋ฌผ๋ฆฌ์ , ํ™”ํ•™์  ๋˜๋Š” ์ƒ๋ฌผํ•™์  ๋ฐฉ๋ฒ•์œผ๋กœ ์กฐ์ž‘ํ•˜์—ฌ ์ œ์กฐํ•œ ์˜์•ฝํ’ˆ(๋‹ค๋งŒ, ์ƒ๋ฌผํ•™์ 

ํŠน์„ฑ์ด ์œ ์ง€๋˜๋Š” ๋ฒ”์œ„์—์„œ ๋‹จ์ˆœ๋ถ„๋ฆฌ, ์„ธ์ฒ™, ๋ƒ‰๋™, ํ•ด๋™ ๋“ฑ์˜ ์ตœ์†Œํ•œ์˜ ์กฐ์ž‘์„ ํ†ตํ•ด ์ œ์กฐ๋œ ๊ฒƒ์œผ๋กœ์„œ ์ด๋ฆฌ๋ น์œผ๋กœ ์ •ํ•˜๋Š” ๊ฒƒ์€ ์ œ์™ธ)

: 2019๋…„ 12์›” ๊ธฐ์ค€, ํ—ˆ๊ฐ€์ œํ’ˆ์€ ๊ตญ๋‚ด 16ํ’ˆ๋ชฉ, ๊ตญ์™ธ 31ํ’ˆ๋ชฉ์ด ์žˆ์œผ๋ฉฐ ๋ฉ”๋””ํฌ์ŠคํŠธ์˜ ๋™์ข… ์ œ๋Œ€ํ˜ˆ์œ ๋ž˜ ์ค‘๊ฐ„์—ฝ์ค„๊ธฐ์„ธํฌ์น˜๋ฃŒ์ œ์ธ ์นดํ‹ฐ์Šคํ…œ์ด ์—ฌ๊ธฐ์— ์†ํ•œ๋‹ค.

๋‚˜. ์œ ์ „์ž์น˜๋ฃŒ์ œ์œ ์ „๋ฌผ์งˆ์˜ ๋ฐœํ˜„์— ์˜ํ–ฅ์„ ์ฃผ๊ธฐ ์œ„ํ•˜์—ฌ ํˆฌ์—ฌํ•˜๋Š” ๊ฒƒ์œผ๋กœ์„œ ์œ ์ „๋ฌผ์งˆ์„ ํ•จ์œ ํ•œ ์˜์•ฝํ’ˆ ๋˜๋Š” ์œ ์ „๋ฌผ์งˆ์ด ๋ณ€ํ˜•, ๋„์ž…๋œ ์„ธํฌ๋ฅผ ํ•จ์œ ํ•œ ์˜์•ฝํ’ˆ

: 2019๋…„ 12์›” ๊ธฐ์ค€, ํ—ˆ๊ฐ€์ œํ’ˆ์€ ๊ตญ๋‚ด์— ์—†๊ณ , ํ•ด์™ธ์— 9ํ’ˆ๋ชฉ์ด ์žˆ๋‹ค. ๋…ธ๋ฐ”ํ‹ฐ์Šค์˜ CAR-T ์ œํ’ˆ์ธ ํ‚ด๋ฆฌ์•„๊ฐ€ ์—ฌ๊ธฐ์— ์†ํ•œ๋‹ค.

๋‹ค. ์กฐ์ง๊ณตํ•™์ œ์ œ

์กฐ์ง์˜ ์žฌ์ƒ, ๋ณต์› ๋˜๋Š” ๋Œ€์ฒด ๋“ฑ์„ ๋ชฉ์ ์œผ๋กœ ์‚ฌ๋žŒ ๋˜๋Š” ๋™๋ฌผ์˜ ์‚ด์•„ ์žˆ๋Š” ์„ธํฌ๋‚˜ ์กฐ์ง์— ๊ณตํ•™๊ธฐ์ˆ ์„ ์ ์šฉํ•˜์—ฌ ์ œ์กฐํ•œ ์˜์•ฝํ’ˆ

: 2019๋…„ 12์›” ๊ธฐ์ค€, ๊ตญ๋‚ด์™ธ์— ํ—ˆ๊ฐ€๋œ ์ œํ’ˆ์€ ์—†๋‹ค. ์‚ด์•„์žˆ๋Š” ์„ธํฌ๋ฅผ ์ด์šฉํ•˜์—ฌ ์ง€์ง€์ฒด์™€ ๊ฒฐํ•ฉ ๋“ฑ์˜ ๊ณผ์ •์„ ๊ฑฐ์ณ ์กฐ์ง์˜ ํ˜•ํƒœ๋กœ ์ œ์กฐ๋˜๋Š” ์ œํ’ˆ์€ ์„ธํฌ์น˜๋ฃŒ์ œ๋กœ

๋ถ„๋ฅ˜ํ•˜์—ฌ ๊ด€๋ฆฌํ•œ๋‹ค.

๋ผ. ์ฒจ๋‹จ๋ฐ”์ด์˜ค์œต๋ณตํ•ฉ์ œ์ œ

์„ธํฌ์น˜๋ฃŒ์ œ, ์œ ์ „์ž์น˜๋ฃŒ์ œ, ์กฐ์ง๊ณตํ•™์ œ์ œ์™€ ์˜๋ฃŒ๊ธฐ๊ธฐ๊ฐ€ ๋ฌผ๋ฆฌ์ , ํ™”ํ•™์ ์œผ๋กœ ๊ฒฐํ•ฉ(์œตํ•ฉ, ๋ณตํ•ฉ, ์กฐํ•ฉ ๋“ฑ์„ ํฌํ•จ)ํ•˜์—ฌ ์ด๋ฃจ์–ด์ง„ ์˜์•ฝํ’ˆ(๋‹ค๋งŒ, ์ฃผ๋œ ๊ธฐ๋Šฅ์ด ์˜๋ฃŒ๊ธฐ๊ธฐ์—

ํ•ด๋‹นํ•˜๋Š” ๊ฒฝ์šฐ๋Š” ์ œ์™ธ)

: 2019๋…„ 12์›” ๊ธฐ์ค€, ๊ตญ๋‚ด์™ธ์— ํ—ˆ๊ฐ€๋œ ์ œํ’ˆ์€ ์—†๋‹ค.

โ–  ์‹ ์†์ฒ˜๋ฆฌ๋Œ€์ƒ (์ œ36์กฐ)

1. ๋Œ€์ฒด์น˜๋ฃŒ์ œ๊ฐ€ ์—†๊ณ  ์ƒ๋ช…์„ ์œ„ํ˜‘ํ•˜๋Š” ์•” ๋“ฑ ์ค‘๋Œ€ํ•œ ์งˆํ™˜

2. ํฌ๊ท€์งˆํ™˜์˜ ์น˜๋ฃŒ ๋ชฉ์ 

3. ์ƒ๋ฌผํ…Œ๋Ÿฌ๊ฐ์—ผ๋ณ‘ ๋ฐ ๊ทธ ๋ฐ–์˜ ๊ฐ์—ผ๋ณ‘์˜ ๋Œ€์œ ํ–‰์— ๋Œ€ํ•œ ์˜ˆ๋ฐฉ ๋˜๋Š” ์น˜๋ฃŒ ๋ชฉ์ 

โ–  ์‹ ์†์ฒ˜๋ฆฌ (์ œ37์กฐ)

1. ๋งž์ถคํ˜• ์‹ฌ์‚ฌ : ๊ฐœ๋ฐœ์ž ์ผ์ •์— ๋งž์ถ”์–ด ๋‹จ๊ณ„๋ณ„ ์‚ฌ์ „์‹ฌ์‚ฌ

2. ์šฐ์„ ์‹ฌ์‚ฌ : ์ „๋‹ด์ธ๋ ฅ๊ตฌ์„ฑ, ์šฐ์„ ํ•˜์—ฌ ์‹ ์†ํ•˜๊ฒŒ ์‹ฌ์‚ฌ

3. ์กฐ๊ฑด๋ถ€ํ—ˆ๊ฐ€ (2์ƒ ์ž„์ƒ์ž๋ฃŒ๋กœ ํ—ˆ๊ฐ€, 3์ƒ ์ˆ˜ํ–‰์กฐ๊ฑด)

ยท Source : ๋ณด๊ฑด๋ณต์ง€๋ถ€, ์‹์•ฝ์ฒ˜, DB์ฆ๊ถŒ

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๋‰ด๋ชจ์Šคํ…œ โ€“ ๋ฏธ์ˆ™์•„ ๊ธฐ๊ด€์ง€ํ์ดํ˜•์„ฑ์ฆ(BPD) ์น˜๋ฃŒ์ œ

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๋‰ด๋ชจ์Šคํ…œ, ๋ฏธ๊ตญ ํฌ๊ท€์˜์•ฝํ’ˆ & Fast Track ์ง€์ •

ยท ๋‰ด๋ชจ์Šคํ…œ์€ BPD์‹œ์žฅ์—์„œ ๊ฒฝ์Ÿ์•ฝํ’ˆ์ด ์กด์žฌํ•˜์ง€ ์•Š๋Š” ์œ ์ผํ•œ ์น˜๋ฃŒ์ œ

- ๊ธฐ๋„๋‚ด ๋‹จํšŒ ํˆฌ์•ฝ (ํ•ญ์—ผ์ฆ, ํ•ญ์„ธํฌ์‚ฌ๋ฉธํšจ๊ณผ, ํ์„ธํฌ ์žฌ์ƒ ํšจ๊ณผ ๊ธฐ๋Œ€)

ยท ํ•œ๊ตญ ์ž„์ƒ 2์ƒ ์ง„ํ–‰์ค‘ โ†’ ์กฐ๊ฑด๋ถ€ํ’ˆ๋ชฉํ—ˆ๊ฐ€ ๋ชฉํ‘œ (24๋…„)

ยท ๋ฏธ๊ตญ ๋ฐ ์œ ๋Ÿฝ ํฌ๊ท€์˜์•ฝํ’ˆ ์ง€์ •(13๋…„), ๋ฏธ๊ตญ Fast Track ์ง€์ • (19๋…„ 09์›”)

Comparison of Mean Respiratory Severity Scores after PNEUMOSTEMยฎ treatment in the Phase I Clinical Trial

โ–  ๊ตญ๋‚ด ์ž„์ƒ1์ƒ ๊ฒฐ๊ณผ (ํ˜ธํก๊ธฐ๋Šฅ๊ฐœ์„ , ์—ผ์ฆ๊ฐ์†Œ ํ™•์ธ)

Concentrations of proinflammatory cytokines at 3 days after PNEUMOSTEMยฎ treatment in the Phase I Cliniacal Trial

0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21

4.50

4.00

3.50

3.00

2.50

2.00

1.50

1.00

0.50

0.00

MSC transplantation or Index day

Post transplantation days

Respiratory severity score

MSC

Compatison

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๋‰ด๋กœ์Šคํ…œ โ€“ ์•Œ์ธ ํ•˜์ด๋จธ ์น˜๋ฃŒ์ œ

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๋‰ด๋กœ์Šคํ…œ, ๊ตญ๋‚ด ์ž„์ƒ 1/2a์ƒ ์ข…๋ฃŒ

ยท ์•Œ์ธ ํ•˜์ด๋จธ ๋ฐ ๊ฒฝ๋„์ธ์ง€์žฅ์• ์ž (Mild Cognitive Impairment) ์น˜๋ฃŒ

ยท ๋‡Œํ˜ˆ๊ด€์žฅ๋ฒฝ ํˆฌ๊ณผ์œจ ์ œ๊ณ ๋ฅผ ์œ„ํ•ด ๋‡Œ์‹ค๋‚ด ํˆฌ์—ฌ (1๊ฐœ์›”๊ฐ„๊ฒฉ, 3ํšŒ ํˆฌ์•ฝ)

ยท ๊ตญ๋‚ด ์ž„์ƒ 1/2a์ƒ ์ข…๋ฃŒ (20๋…„ 01์›”) , ์ž„์ƒ๊ฒฐ๊ณผ ๋ฐœํ‘œ (20๋…„ 7์›”)

- 1์ฐจ ์ง€ํ‘œ (ADAS-COG) : ํ†ต๊ณ„์  ์œ ์˜์„ฑ ํ™•์ธํ•˜์ง€ ๋ชปํ•จ

- 2์ฐจ ์ง€ํ‘œ (๋ฐ”์ด์˜ค๋งˆ์ปค ๋“ฑ) : ์•„๋ฐ€๋กœ์ด๋“œ ๋ฒ ํƒ€, ๊ณผ์ธ์‚ฐํ™”๋œ ํƒ€์šฐ๋‹จ๋ฐฑ์งˆ ์œ ์˜๋ฏธํ•˜๊ฒŒ ๊ฐ์†Œ

- ์น˜๋ฃŒํšจ๋Šฅ๋ฌผ์งˆ ์ฆ๊ฐ€๊ฐ€ ํ™•์ธ๋จ์— ๋”ฐ๋ผ ์žฅ๊ธฐ์ถ”์ ์„ ํ†ตํ•ด ์ธ์ง€๋Šฅ๋ ฅ๊ฐœ์„  ๋“ฑ ํ™•์ธ ๊ณ„ํš

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์—ฐ๊ตฌ์˜์—ญ ํ™•๋Œ€ โ€“ ๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ๋กœ ํŒŒ์ดํ”„๋ผ์ธ ํ™•๋Œ€

18

์ œ๋Œ€ํ˜ˆ ์œ ๋ž˜ ๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ ๊ฐœ๋ฐœ

ยท ์ œ๋Œ€ํ˜ˆ๋‚ด ๊ณ ํšจ๋Šฅ์˜ Treg ์„ธํฌ ๋ฐ NK์„ธํฌ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ ๊ฐœ๋ฐœ

- ํƒ€ ๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ ๊ฐœ๋ฐœ์‚ฌ์˜ ๊ฒฝ์šฐ, ์„ฑ์ธ ๋ง์ดˆํ˜ˆ์•ก ์œ ๋ž˜ Treg ์„ธํฌ ๋ฐ NK์„ธํฌ๋ฅผ ์ด์šฉํ•˜์—ฌ

๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ ๊ฐœ๋ฐœ

- ์„ฑ์ธ ๋ง์ดˆํ˜ˆ์•ก ์œ ๋ž˜ Treg ๋ฐ NK ์„ธํฌ์™€ ์ œ๋Œ€ํ˜ˆ ์œ ๋ž˜ ์„ธํฌ๋ฅผ ๋ถ„๋ฆฌ ๋ฐ ์ฆ์‹, ๊ธฐ๋Šฅ์„ ๋น„๊ต๋ถ„์„ํ•œ ๊ฒฐ๊ณผ,

์ œ๋Œ€ํ˜ˆ ์œ ๋ž˜ ์„ธํฌ์˜ ์šฐ์ˆ˜์„ฑ ํ™•์ธ

๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ-2Track ์ „๋žต ์ œ๋Œ€ํ˜ˆ ํŒจ๋Ÿฌ๋‹ค์ž„ ๋ณ€ํ™”

๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ๊ฐœ๋ฐœ๋ฐฉํ–ฅ

์กฐ์ ˆT์„ธํฌ๋ฅผ ํ™œ์šฉํ•œ

๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ ๊ฐœ๋ฐœ

NK์„ธํฌ๋ฅผ ํ™œ์šฉํ•œ

๋ฉด์—ญ์„ธํฌ์น˜๋ฃŒ์ œ ๊ฐœ๋ฐœ * ์ œ๋Œ€ํ˜ˆ - ์‹ ์ƒ์•„์˜ ํƒฏ์ค„๊ณผ ํƒœ๋ฐ˜์— ์žˆ๋Š” ํ˜ˆ์•ก

ํ˜ˆ์•ก์„๋งŒ๋“œ๋Š”์กฐํ˜ˆ๋ชจ์„ธํฌ, ๊ทผ์œก/๋ผˆ/์‹ ๊ฒฝ๋“ฑ์„ ๋งŒ๋“œ๋Š”๊ฐ„์—ฝ์ค„๊ธฐ์„ธํฌ, ๋ฉด์—ญ๋ฐ˜์‘์„

์กฐ์ ˆํ•˜๋Š”์กฐ์ ˆT์„ธํฌ๋ฐ NK์„ธํฌ๋“ฑ์ด ๋งŽ์ดํฌํ•จ๋˜์–ด์žˆ์Œ

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๊ฒฝ์Ÿ๋ ฅ ๊ฐ•ํ™”๋ฅผ ํ†ตํ•œ ์ง€์†์„ฑ์žฅ ์ „๋žต

19

์–ด๋ ค์šด ์˜์—…ํ™˜๊ฒฝ์—์„œ๋„ ์„ฑ์žฅ์„ธ ์œ ์ง€

ยท ์ฝ”๋กœ๋‚˜19 ์žฌํ™•์‚ฐ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  2020๋…„ 3๋ถ„๊ธฐ ๋งค์ถœ ์ „๋…„๋™๊ธฐ ๋Œ€๋น„ ์„ฑ์žฅ ( YoY 6.3%)

- ๊ตญ๋‚ด ์‹œ์žฅ์ ์œ ์œจ 1์œ„ ์ œ๋Œ€ํ˜ˆ ์‚ฌ์—…๋ถ€, ์–ธํƒํŠธ ๋ฒ ์ด๋น„ํŽ˜์–ด ๋“ฑ ์ ๊ทน์ ์ธ ๋งˆ์ผ€ํŒ…ํ™œ๋™ ์˜ํ–ฅ์œผ๋กœ ์„ฑ์žฅ

- ๋ฌด๋ฆŽ์—ฐ๊ณจ๊ฒฐ์†์น˜๋ฃŒ์ œ ์นดํ‹ฐ์Šคํ…œ, ์—ฐ๊ณจ์žฌ์ƒํšจ๊ณผ ๋ฐ ์‹ ๋ขฐ๋„๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ์ง€์† ์„ฑ์žฅ

- ๋Œ€์ƒ(์—ฌ์„ฑ, ์ž„์‚ฐ๋ถ€ ๋“ฑ), ๊ธฐ๋Šฅ (๊ด€์ ˆ, ๋ฉด์—ญ๋ ฅ ๋“ฑ)๋ณ„ ๋งž์ถคํ˜• ๊ฑด๊ฐ•๊ธฐ๋Šฅ์‹ํ’ˆ ์ถœ์‹œ๋กœ ์ง€์† ์„ฑ์žฅ

โ–  ์‚ฌ์—…๋ถ€๋ณ„ ๋ถ„๊ธฐ๋งค์ถœ ํ˜„ํ™ฉ

(๋‹จ์œ„ : ๋ฐฑ๋งŒ์›)2020 2019

1Q 2Q 3Q YoY QoQ 1Q 2Q 3Q 4Q TOTAL

๋งค์ถœ์•ก 12,236 11,786 11,843 6.3% 0.5% 12,329 11,335 11,145 10,994 45,803

์ œ๋Œ€ํ˜ˆ์€ํ–‰ 5,343 5,159 5,785 5.1% 12.1% 6,085 5,770 5,504 4,873 22,232

์ค„๊ธฐ์„ธํฌ์น˜๋ฃŒ์ œ 4,329 4,111 3,624 1.0% -11.8% 4,363 3,768 3,588 4,222 15,941

๊ฑด๊ฐ•์‹ํ’ˆ 1,690 1,993 1,966 19.7% -1.4% 1,236 1,311 1,643 1,298 5,488

ํ™”์žฅํ’ˆ ๋ฐ ๊ธฐํƒ€ 874 523 468 14.1% -10.5% 645 486 410 601 2,142

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FinancialResults

20 The Future of Biotechnology, MEDIPOST

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Financial Results (๋ณ„๋„)

21

โ–  ์†์ต๊ณ„์‚ฐ์„œ (๋ณ„๋„)

(๋‹จ์œ„ : ๋ฐฑ๋งŒ์›) 2016 2017 2018 2019 2020 2020 Q1 2020 Q2 2020 Q3 QoQ 2019 3Q YoY

๋งค์ถœ์•ก 28,654 42,250 44,384 45,803 35,865 12,236 11,786 11,843 0.5% 11,145 6.3%

๋งค์ถœ์›๊ฐ€ 12,485 17,054 16,019 16,784 13,193 4,075 4,168 4,950 18.8% 3,679 34.5%

๋งค์ถœ์ด์ด์ต 16,169 25,196 28,365 29,019 22,672 8,162 7,618 6,893 -9.5% 7,465 -7.7%

ํŒ๊ด€๋น„ 19,318 20,628 25,377 24,230 17,741 6,333 5,640 5,768 2.3% 5,823 -0.9%

๊ฒฝ์ƒ๊ฐœ๋ฐœ๋น„ 10,819 6,713 8,977 12,300 6,840 1,911 2,178 2,751 26.3% 4,739 -42.0%

์˜์—…์ด์ต -13,968 -2,145 -5,989 -7,510 -1,908 -82 -200 -1,626 -712.8% -3,096 47.5%

๊ธˆ์œต์†์ต 2,709 875 1,628 1,642 3,157 6,652 -317 -3,177 -902.4% 2,587 -222.8%

๊ธฐํƒ€์†์ต -615 -171 2,140 294 -10 -13 12 -10 -179.0% -26 62.5%

์ง€๋ถ„๋ฒ•์†์ต -104 -1,102 -1,476 -2,246 -1,002 -183 -615 -205 66.7% -555 63.2%

์„ธ์ „์ด์ต -11,978 -2,543 -3,697 -7,820 237 6,374 -1,120 -5,017 -348.2% -1,091 -360.0%

๋ฒ•์ธ์„ธ์ˆ˜์ต(๋น„์šฉ) 2,275 -1,453 1,679 -6,056 -1,149 -2,003 384 470 22.6% -312 251.0%

์ˆœ์ด์ต -9,702 -1,090 -2,018 -13,876 -912 4,371 -736 -4,547 -517.9% -779 -483.6%

(๋‹จ์œ„ : ๋ฐฑ๋งŒ์›) 2016 2017 2018 2019 2020 2020 Q1 2020 Q2 2020 Q3 QoQ 2019 3Q YoY

์ž์‚ฐ์ด๊ณ„ 143,990 146,919 173,886 213,289 210,890 210,694 212,703 210,890 -0.9% 216,047 -1.5%

์œ ๋™์ž์‚ฐ 40,136 45,334 56,668 87,185 86,218 84,761 88,368 86,218 -2.4% 86,862 1.7%

๋น„์œ ๋™์ž์‚ฐ 103,855 101,585 117,218 126,104 124,672 125,933 124,335 124,672 0.3% 129,184 -3.8%

๋ถ€์ฑ„์ด๊ณ„ 35,815 40,073 48,838 101,440 99,018 93,400 96,427 99,018 2.7% 89,978 7.2%

์œ ๋™๋ถ€์ฑ„ 3,210 5,173 21,292 20,801 62,854 27,070 59,303 62,854 6.0% 17,734 234.4%

๋น„์œ ๋™๋ถ€์ฑ„ 32,605 34,900 27,546 80,638 36,163 66,329 37,125 36,163 -2.6% 72,244 -48.6%

์ž๊ธฐ์ž๋ณธ 108,175 106,846 125,048 111,850 111,872 117,295 116,276 111,872 -3.8% 126,069 -7.8%

โ–  ์žฌ๋ฌด์ƒํƒœํ‘œ (๋ณ„๋„)

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Appendix

23 The Future of Biotechnology, MEDIPOST

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Appendix 01

24

์นดํ‹ฐ์Šคํ…œ ์ž‘์šฉ๊ธฐ์ „

ยท ์„ธ๊ณ„ ์ตœ์ดˆ์˜ ๋™์ข… ์ œ๋Œ€ํ˜ˆ ์œ ๋ž˜ ๊ฐ„์—ฝ ์ค„๊ธฐ์„ธํฌ ์น˜๋ฃŒ์ œ (์‹์•ฝ์ฒ˜ ํ’ˆ๋ชฉํ—ˆ๊ฐ€ 2012๋…„ 1์›”)

ยท ํ‡ดํ–‰์„ฑ ๋˜๋Š” ๋ฐ˜๋ณต์„ฑ ์™ธ์ƒ์œผ๋กœ ์ธํ•œ ๊ณจ๊ด€์ ˆ์—ผ ํ™˜์ž์˜ ๋ฌด๋ฆŽ ์—ฐ๊ณจ๊ฒฐ์† ์น˜๋ฃŒ์ œ

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Appendix 02

25

๋ฌด๋ฆŽ์—ฐ๊ณจ์žฌ์ƒ ํ™•์ธ (์ž„์ƒ3์ƒ)

ยท ์ž„์ƒ 3์ƒ ๊ฒฐ๊ณผ ํˆฌ์—ฌ ํ™˜์ž์˜ 98% ์—ฐ๊ณจ ์žฌ์ƒ ํ™•์ธ (ICRS grade 4 โ‰’ K&L 2~3)

ยท ๊ฒฐ์†๋ถ€์œ„ ํฌ๊ธฐ ๋ฐ ์—ฐ๋ น ์ œํ•œ์—†์ด ์ ์šฉ ๊ฐ€๋Šฅ

- 6ใŽ  ์ด์ƒ ๋„“์€ ์—ฐ๊ฒฐ๊ฒฐ์† ๋ถ€์œ„ ๋ฐ 60๋Œ€ ์ด์ƒ ๊ณ ์—ฐ๋ น๊ตฐ์—์„œ๋„ ์—ฐ๊ณจ ์žฌ์ƒ

ยท ์ •์ƒ ์—ฐ๊ณจ๊ณผ ์œ ์‚ฌํ•œ ์œ ๋ฆฌ์งˆ ์—ฐ๊ณจ ์žฌ์ƒ ํ™•์ธ

์—ฐ๊ณจ ์žฌ์ƒ ๊ฒฐ๊ณผ ์—ฐ๊ณจ๊ฒฐ์† ํฌ๊ธฐ๋ณ„ ์—ฐ๊ณจ์žฌ์ƒ ์—ฐ๋ น๋ณ„ ์—ฐ๊ณจ์žฌ์ƒ

98%

2%

72%

28%

Improved Not Improved

100% 100%

93%

100%

64%

44%

2ใŽ ์ด์ƒ~3ใŽ ๋ฏธ๋งŒ 3ใŽ ์ด์ƒ~6ใŽ ๋ฏธ๋งŒ 6ใŽ ์ด์ƒ

100%95%

100%100%

62% 64%

50์„ธ ๋ฏธ๋งŒ 50์„ธ ์ด์ƒ~60์„ธ ๋ฏธ๋งŒ 60์„ธ ์ด์ƒ

CARTISTEMยฎ Microfracture

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์žฅ๊ธฐ ์œ ํšจ์„ฑ ์ž…์ฆ

ยท ์—ฐ๊ณจ์žฌ์ƒ ๋ฐ ์—ฐ๊ณจ๋ถ„ํ•ด์ธ์ž ๋ฐœํ˜„์กฐ์ ˆ๋กœ ๊ทผ๋ณธ์ ์ธ ์›์ธ์น˜๋ฃŒ

ยท ์‹œํŒ ํ›„, ์กฐ์‚ฌ 600๋ก€ ์ด์ƒ ๋ฐ ์‹œ์žฅ ์ถœ์‹œ ํ›„ 10,000๋ก€ ์ด์ƒ ์‹œ์ˆ 

ยท ์‹์•ฝ์ฒ˜ ์˜์•ฝํ’ˆ ์žฌ์‹ฌ์‚ฌ ์™„๋ฃŒ (2019๋…„ 04์›”)

โ–  5๋…„ ์žฅ๊ธฐ์ถ”์  ์ž„์ƒ๊ฒฐ๊ณผ

ยท ์žฌ์ƒ๋œ ์—ฐ๊ณจ์˜ ๊ธฐ๋Šฅํ‰๊ฐ€์ธ 100mm VAS, IKDC Score, WOMAC scale ํ‰๊ฐ€๋ฅผ 5๋…„๊ฐ„ ์ถ”์  ๊ด€์ฐฐํ•œ ๊ฒฐ๊ณผ,

์นดํ‹ฐ์Šคํ…œ ์‹œ์ˆ ๊ตฐ์—์„œ ๋Œ€์กฐ์‹œ์ˆ ๋ฐฉ๋ฒ•์ธ Microfracture๋ณด๋‹ค ํ†ต๊ณ„์ ์œผ๋กœ ์œ ์˜ํ•˜๊ฒŒ ๊ฐœ์„  ํ™•์ธ

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์นดํ‹ฐ์Šคํ…œ, ์ผ๋ณธ์‹œ์žฅ ์ง„์ถœ 2 track ์ „๋žต

ยท ํ•œ๊ตญ ํŒ๋งค๋ฅผ ํ†ตํ•ด ์ž…์ฆ๋œ ํšจ๊ณผ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ์„ธ๊ณ„ ์ตœ๋Œ€ ์‹œ์žฅ์ธ ์ผ๋ณธ ๊ณต๋žต

ยท ๋ฌด๋ฆŽ ๊ณจ๊ด€์ ˆ์—ผ ์ ์‘์ฆ ๋Œ€์ƒ์˜ ์žฌ์ƒ์˜๋ฃŒ์น˜๋ฃŒ์ œ๋กœ๋Š” ์ผ๋ณธ ์ตœ์ดˆ ์ƒ์—…์ž„์ƒ ์ง„ํ–‰

๊ตฌ๋ถ„ ์ž„์ƒ 2์ƒ ์ž„์ƒ 3์ƒ

์ž„์ƒ๋Œ€์ƒ ๋ฐ ๋ชฉ์ โ–ช K&L grade 2~4 ๋ฌด๋ฆŽ ๊ณจ๊ด€์ ˆ์—ผ ํ™˜์ž ๋Œ€์ƒ์œผ๋กœ

์นดํ‹ฐ์Šคํ…œ(Eva-001)๊ณผ HTO * ๋ณ‘์šฉ์š”๋ฒ•์˜ ํƒ์ƒ‰์  ์œ ํšจ์„ฑ ๋ฐ

์•ˆ์ „์„ฑ ํ‰๊ฐ€

โ–ช K&L grade 2~3 ๋ฌด๋ฆŽ ๊ณจ๊ด€์ ˆ์—ผ ํ™˜์ž ๋Œ€์ƒ์œผ๋กœ

์นดํ‹ฐ์Šคํ…œ(EVA-001) ํ™•์ฆ์  ์œ ํšจ์„ฑ ๋ฐ ์•ˆ์ „์„ฑ ํ‰๊ฐ€

์ž„์ƒ๋””์ž์ธ โ–ช ๋ฌด์ž‘์œ„๋ฐฐ์ •, ํ™œ์„ฑ๋Œ€์กฐ โ–ช ๋ฌด์ž‘์œ„๋ฐฐ์ •, ํ™œ์„ฑ๋Œ€์กฐ

๋Œ€์ƒ์ž์ˆ˜ โ–ช ์ด 50๋ช… (์‹œํ—˜๊ตฐ 25๋ช…/๋Œ€์กฐ๊ตฐ 25๋ช…) โ–ช ์ด 130๋ช… (์‹œํ—˜๊ตฐ 65๋ช…/๋Œ€์กฐ๊ตฐ 65๋ช…)

๊ทธ๋ฃน์„ค์ •โ–ช ์‹œํ—˜๊ตฐ : ์นดํ‹ฐ์Šคํ…œ(EVA-001) + HTO๋ณ‘์šฉ์‹œ์ˆ 

โ–ช ๋Œ€์กฐ๊ตฐ : HTO ๋‹จ๋…์‹œ์ˆ 

โ–ช ์‹œํ—˜๊ตฐ : ์นดํ‹ฐ์Šคํ…œ(EVA-001)

โ–ช ๋Œ€์กฐ๊ตฐ : ํžˆ์•Œ๋ฃจ๋ก ์‚ฐ๋‚˜ํŠธ๋ฅจ ์ฃผ์‚ฌ

ํ‰๊ฐ€๋ณ€์ˆ˜

1์ฐจ โ–ช ์‹œ์ˆ  ํ›„, 52์ฃผ์ฐจ ICRS grade 1์ด์ƒ์˜ ๊ฐœ์„ ์œจโ–ช ์‹œ์ˆ  ํ›„, 52์ฃผ์ฐจ WOMAC scale๋ณ€ํ™”๋Ÿ‰

โ–ช ์‹œ์ˆ  ํ›„, 52์ฃผ์ฐจ ICRS grade 1์˜ ๊ฐœ์„ ์œจ

2์ฐจโ–ช ํ†ต์ฆ ๋ฐ ๊ธฐ๋Šฅํ‰๊ฐ€ (WOMAC , KOOS, IKDC ๋“ฑ)

โ–ช ๊ตฌ์กฐ๊ฐœ์„  ํ‰๊ฐ€ (ICRS , ์ƒ๊ฒ€, MRI, X-ray ๋“ฑ)

โ–ช ํ†ต์ฆ ๋ฐ ๊ธฐ๋Šฅํ‰๊ฐ€ (WOMAC , KOOS, IKDC ๋“ฑ)

โ–ช ๊ตฌ์กฐ๊ฐœ์„  ํ‰๊ฐ€ (ICRS , ์ƒ๊ฒ€, MRI, X-ray ๋“ฑ)

์ง„ํ–‰๋‹จ๊ณ„ โ–ช CTN์Šน์ธ (19๋…„ 12์›”) โ–ช CTN์ค€๋น„์ค‘

* HTO (High Tibial Osteotomy) : ๊ฒฝ๊ณจ๊ณ ์œ„๊ณจ์ ˆ์ˆ 

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๋ฌด๋ฆŽ๊ณจ๊ด€์ ˆ์—ผ ์น˜๋ฃŒ๋ฒ•

๊ตฌ๋ถ„์ง„ํ†ต์†Œ์—ผ์ œ

(๋น„์Šคํ…Œ๋กœ์ด๋“œ)ํžˆ์•Œ๋ฃจ๋ก ์‚ฐ

ํ•ญ์†Œ์—ผ์ œ(์Šคํ…Œ๋กœ์ด๋“œ์„ฑ)

์ธ๊ณต๊ด€์ ˆ์น˜ํ™˜์ˆ  ๋ฏธ์„ธ์ฒœ๊ณต์ˆ ์ž๊ธฐ์—ฐ๊ณจ์„ธํฌ๋ฐฐ์–‘์ด์‹์ˆ 

์นดํ‹ฐ์Šคํ…œ

ํŠน์ง•์ง„ํ†ต์ œ, ํˆฌ์•ฝ, ์‹ ์žฅ/๊ฐ„/

์œ„์žฅ์žฅ์• , ๊ฐ€์—ญ๋ฐ˜์‘๊ด€์ ˆ๋‚ด ์ง์ ‘์ฃผ์‚ฌ

๊ด€์ ˆ์— ์ฃผ์ž…ํ•  ์ˆ˜ ์žˆ๋Š”

๊ฐ•๋ ฅํ•œ ํ•ญ์†Œ์—ผ์ œ ์ฃผ์‚ฌ

1968๋…„ ์ฒซ ์‹œํ–‰

๋ณดํŽธํ™”๋œ ์น˜๋ฃŒ๋ฒ•1ํšŒ ์‹œ์ˆ 

์—ฐ๊ณจํฌ๊ธฐ์†์ƒ

- ๋‹จ๋… 15ใŽ  ์ดํ•˜

- ๋‹ค๋ฐœ์„ฑ 20ใŽ  ์ดํ•˜

1ํšŒ ์‹œ์ˆ 

์ ์šฉ๋Œ€์ƒํ™˜์ž ์ „์ฒด K&L I~III๋ถ“๊ธฐ์™€ ๊ทน์‹ฌํ•œ ํ†ต์ฆํ™˜

์žK&L IV K&L II~III ICRS III~IV ICRS IV

์ˆ˜์ˆ ์—ฌ๋ถ€ X X X โ—‹ โ—‹ โ—‹ โ—‹

์ž…์›๊ธฐ๊ฐ„ X X X 2์ฃผ 5์ผ 3์ผ~1์ฃผ 3์ผ~1์ฃผ

๋‚˜์ด์ œํ•œ X X X 65์„ธ ์ด์ƒ ๊ถŒ๊ณ  45์„ธ ์ดํ•˜ ๋งŒ 15~50์„ธ X

ํšจ๊ณผ์ง€์†์ˆ˜๊ฐœ์›”~์ˆ˜๋…„

(6๊ฐœ์›”๋งˆ๋‹ค ๋ณด์ถฉ)

2~3๊ฐœ์›”

(1๋…„ 4ํšŒ ๋ฏธ๋งŒ)15~20๋…„ 3๋…„ ๋ฐ˜์˜๊ตฌ์  ๋ฐ˜์˜๊ตฌ์ 

๊ณจ๊ด€์ ˆ์—ผ์›์ธ์น˜๋ฃŒ X X X โ–ณ โ–ณ โ–ณ โ—‹

ํ™˜์ž๋น„์ค‘ 57.10% 33.10% 7% 2.20% 0.60%

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๋‰ด๋ชจ์Šคํ…œ ์ž‘์šฉ๊ธฐ์ „

ยท ๋ฏธ์ˆ™์•„ ๊ธฐ๊ด€์ง€ํ์ดํ˜•์„ฑ์ฆ (Broncho-Pulmonary Dysplasia : BPD) ์˜ˆ๋ฐฉ ๋ฐ ์น˜๋ฃŒ

ยท ๊ธฐ๋„๋‚ด ๋‹จํšŒ ํˆฌ์•ฝ

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์ƒ๋ช…์˜๊ฐ€์น˜๋ฅผ์ง€์ผœ๋‚ด๋Š”๋ฐํ•œ๊ณ„๊ฐ€์—†๋Š”์„ธ์ƒ๋ชจ๋‘๊ฐ€ ๊ฑด๊ฐ•ํ•œ ์‚ถ์„ ํ†ตํ•ด ํ–‰๋ณต์„ ๋ˆ„๋ฆด ์ˆ˜ ์žˆ๋„๋ก

๋‹ค์–‘ํ•œ ์ค„๊ธฐ์„ธํฌ ์‘์šฉ๊ณผํ•™ ๋ถ„์•ผ์˜ ํ˜์‹ ์„ ์ด๋„๋Š”

๋ฉ”๋””ํฌ์ŠคํŠธ์˜ ๋„์ „์œผ๋กœ ์šฐ๋ฆฌ์˜ ๊ฟˆ์ด ํ˜„์‹ค์ด ๋ฉ๋‹ˆ๋‹ค.

๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค