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삼성바이오·셀트리온등 사업비전 공개의 장
알테오젠·디앤디파마텍도 경쟁력 뽐낼 기회
작년 J&J 21조원 이어 빅딜 포문 열릴지 기대 2025년 국내 제약 및 바이오 기업 주요 글로벌 기술수출 성과/그래픽=이지혜 글로벌 제약·바이오업계 최대 투자행사로 꼽히는 JP모간헬스케어콘퍼런스(JPMHC)가 12일(현지시간) 미국 샌프란시스코에서 막을 연다.올해 44회를 맞이하는 JPMHC는 전반적 업계 투자동향은 물론 개별기업간 M&A(인수·합병)와 기술이전의 발판이 되는 '기회의 장'으로 여긴다. 
12일 업계에 따르면 올해 JPMHC에 참가하는 국내사 중 공식발표 기회를 얻은 곳은 삼성바이오로직스와 셀트리온,알테오젠,디앤디파마텍,Spin Casino online휴젤이다.삼성바이오로직스와 셀트리온은 핵심발표로 분류되는 '메인 트랙'에서,나머지 3사는 '아시아·태평양(APC) 세션'에서 발표에 나선다.
13일(현지시간) 나란히 발표무대에 오르는 삼성바이오로직스와 셀트리온은 각각 'CDMO(위탁개발생산) 강화' '신약개발 성과 및 CMO(위탁생산) 사업 비전'을 핵심경쟁력으로 내세웠다.삼성바이오로직스는 신규 론칭한 CMO 브랜드 '엑셀런스'(ExellenS)를 중심으로 순수 CDMO로의 본격 전환과 미국 메릴랜드주 록빌 공장 인수 등 미래동력을 강조할 예정이다.
셀트리온은 지난해 행사에서 최초 공개한 신약 파이프라인(신약후보물질)을 비롯해 새로운 신약개발 로드맵을 소개하고 최근 인수를 완료한 현지 생산시설(뉴저지주 브랜치버그 소재) 기반 CMO 사업확대 방안을 발표한다.
이밖에 APC 세션에 나서는 알테오젠과 디앤디파마텍은 각 사 기술수출 핵심동력이 된 제형변경 플랫폼과 MASH(대사이상 지방간염) 치료제 경쟁력을 강조하고 휴젤은 지난해 회사에 합류한 캐리 스트롬 글로벌 CEO(최고경영자)가 미국 시장을 중심으로 한 글로벌 성장전략을 강조할 예정이다.
JPMHC에 업계의 관심이 쏠리는 배경은 행사에 뒤따르는 '빅딜'(대형계약) 가능성이다.업계 최대 투자행사로 꼽히는 만큼 행사기간에 초대형 M&A나 기술이전 계약이 발표될 가능성이 높기 때문이다.
지난해 행사 첫날 존슨앤드존슨(J&J)이 중추신경계질환 치료제 전문개발사 인트라셀룰러테라피스를 21조원 규모에 인수하다고 발표한 것이 대표적 사례다.국내사 중에선 에이비엘바이오가 2022년 JPMHC를 통해 사노피와 1조3000억원 규모의 파킨슨병 치료제 신약후보 기술이전 계약 소식을 알리며 글로벌 기술수출 포문을 열기도 했다.
행사기간 결과가 도출되지 않아도 계약성사를 위한 밑거름으로 작용한다.실제로 지난해 올릭스와 알테오젠,에이비엘바이오 등이 글로벌 제약사를 대상으로 한 조단위 기술수출 계약을 JPMHC 종료 이후 3개월 내 도출했다.
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