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  • 2021.11.05 09:27
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¼¿¸®¹ö¸® (6,680¿ø ¡å2,850 -29.91%)´Â ¹ÙÀÌ¿À ÆÄÆ®³Ê¸µ Çà»çÀιÙÀÌ¿À-ÀçÆÒ(BIO-Japan) ¹× ¹ÙÀÌ¿À-À¯·´(BIO-EU)¿¡¼­ ÀÚ»çÀÇ Ç÷§Æû±â¼úÀÎ ¾à¸®¹°Áú »ýü ³» Àü¼Û±â¼ú (TSDT)¿¡ °ü½ÉÀ» °¡Áø 30¿© ±Û·Î¹ú Á¦¾à»çµé°ú ÆÄÆ®³Ê¸µ ÄÁÆÛ·±½º¸¦ ÅëÇØ ´Ù¾çÇÑ »ç¾÷È­ ³íÀǸ¦ ÁøÇàÇß´Ù°í 5ÀÏ ¹àÇû´Ù.

±¸Ã¼ÀûÀ¸·Î ¡ãTSDT Ç÷§Æû ±â¹Ý ÅðÇ༺³úÁúȯ Ä¡·áÁ¦ iCP-Parkin¶óÀ̼¾½Ì (L/O) ¡ã¿Ã¸®°íÇÙ»ê(ASO) Ä¡·áÁ¦°øµ¿°³¹ß ¡ã¾Æµ¥³ë¹ÙÀÌ·¯½º(AAV) ±â¹Ý À¯ÀüÀÚÄ¡·á¹ý¿¡ TSDT Ç÷§Æû±â¼ú À¶ÇÕ ¡ã¸é¿ªÁ¶ÀýÄ¡·áÁ¦ iCP-NIÀÇ °¨¿°º´ Ä¡·áÁ¦·Î½á °øµ¿°³¹ß ¹× ÀÚ°¡¸é¿ªÁúȯ Ä¡·áÁ¦·Î½á Áö¿ª ÆÇ±Ç ¶óÀ̼¾½Ì µî Å©°Ô 4°¡Áö´Ù.

ÆÄÆ®³Ê¸µ Çà»ç¿¡ ¾Õ¼­, ¿µ±¹ Äڹ潺(Covance, ÇåÆõç)¿¡¼­ ºÐ¼®ÇÑ Ç÷³úÀ庮 Åõ°ú ¹× ³úÀü¼Û·ü(Brain PK) µ¥ÀÌÅÍ ÆÐÅ°Áö¸¦ iCP-ParkinÀÇ ¶óÀ̼¾½Ì¿¡ ´ëÇØ Çù»ó ÁßÀÎ ±Û·Î¹ú Á¦¾à»ç 4°÷¿¡ Àü´ÞÇß°í, À̸¦ Àü´Þ¹ÞÀº Á¦¾à»çµéÀº 5.7%¿¡ ´ÞÇÏ´Â Ç÷³úÀ庮 Åõ°úÀ² ºÐ¼® °á°ú¿¡ ´ëÇØ, °ø½Å·ÂÀÌ ÀÖ´Â ³î¶ó¿î °á°ú¶ó´Â ¹ÝÀÀÀ» º¸¿´´Ù.

ƯÈ÷ ºÏÀ¯·´¼ÒÀç Á¦¾à»ç´Â "Ç÷³úÀ庮 Åõ°ú¼º µ¥ÀÌÅÍ´Â ¸Å¿ì ÀλóÀûÀÌ´Ù (BBB-permeability data seems very impressive)"´Â ÀÇ°ßÀ» º¸¿´°í, ±Û·Î¹ú 10À§±Ç Á¦¾à»ç ÇÑ °÷Àº "¿ì¼öÇÑ ³úÀü¼Û·ü(Brain PK) µ¥ÀÌÅ͸¦ ȹµæÇÑ °ÍÀ» ÃàÇÏÇÑ´Ù. µ¥ÀÌÅ͸¦ Åä´ë·Î º¼ ¶§ iCP-ParkinÀº ¶Ù¾î³­ Ç÷³úÀ庮 Åõ°ú´ÉÀ» °®´Â °ÍÀ¸·Î º¸ÀδÙ(Congratulations on obtaining excellent Brain PK data,we can see that iCP-Parkin has an excellent BBB-permeability rate)¡± ¶ó´Â ¸Å¿ì ±àÁ¤ÀûÀÎ ¹ÝÀÀÀ» º¸¿´´Ù.

¶Ç ´Ù¸¥ ±Û·Î¹ú 10À§±Ç Á¦¾à»ç´Â "¾÷µ¥ÀÌÆ®¿¡ °¨»çÇÑ´Ù. ÀÌ µ¥ÀÌÅÍ¿¡ µû¸£¸é iCP-ParkinÀº ÈǸ¢ÇÑ Ç÷³úÀ庮 Åõ°ú´ÉÀ» °®´Â °ÍÀ¸·Î º¸ÀδÙ.(Thank you for the update, based on your data is seems like iCP-Parkin has good BBB-permeability)"´Â ÀÇ°ßÀ» º¸¿´´Ù.

¼¿¸®¹ö¸® »ç¾÷°³¹ß ´ã´çÀÚ´Â "ÇöÀç ¿¬°£ 60¾ï´Þ·¯(¾à 7Á¶¿ø)±Ô¸ðÀÇ ÆÄŲ½¼º´ ½ÃÀå¿¡¼­ iCP-ParkinÀÇ ¶óÀ̼¾½Ì ÁøÇà ¼Óµµ°¡ º¸´Ù °¡¼ÓÈ­µÉ °ÍÀ¸·Î ¿¹»óµÈ´Ù"°í ¸»Çß´Ù.

¶ÇÇÑ ÃÖ±Ù ¹ÙÀÌ¿À¡¤Á¦¾à ¾÷°è¿¡¼­ °¢±¤¹Þ´Â Â÷¼¼´ë Ä¡·á¹ýÀÎ ¿Ã¸®°íÇÙ»ê(ASO) Ä¡·áÁ¦¿¡ TSDT Ç÷§Æû±â¼úÀ» Á¢¸ñÇÏ´Â »ç¾÷¿¡ ´ëÇÑ ³íÀÇ°¡ ÀÖ¾ú´Âµ¥, TSDT ±â¼úÀÌ Àû¿ëµÈ Ç×¾Ï ÇÙ»êÄ¡·áÁ¦(aMTD-ASO)°¡ TSDT±â¼úÀÌ Àû¿ëµÇÁö ¾ÊÀº ÀÏ¹Ý ÇÙ»ê(naked ASO) ´ëºñ ƯÁ¤ Ç×¾Ï À¯ÀüÀÚÀÇ ¹ßÇö ¾ïÁ¦´É(³Ë´Ù¿î, knockdown)ÀÌ ÃÖ´ë 37¹è¿¡ ´ÞÇÏ´Â È¿´ÉÀ» ¹ßÈÖÇÑ °á°ú¸¦ ¼ÛºÎÇß´Ù.

ÇÑ ±Û·Î¹ú 10À§±Ç Á¦¾à»ç´Â "aMTD¿¡ ÀÇÇÑ ¿Ã¸®°íÇÙ»ê Ä¡·áÁ¦ È¿´É°á°ú°¡ Âü Èï¹Ì·Ó´Ù(Your aMTD-mediated-ASO data looks very interesting)"´Â ¹ÝÀÀÀÌ ÀÖ¾ú´Ù°í ȸ»ç ÃøÀº ¼³¸íÇß´Ù.

¶Ç ´Ù¸¥ ÇÙ»ê Ä¡·á¹°ÁúÀÎ siRNA¸¦ ÀÌ¿ëÇÑ Ä¡·áÁ¦ °øµ¿°³¹ß°ú °ü·ÃÇØ ¼­À¯·´ ±â¹Ý ±Û·Î¹ú Á¦¾à»ç·ÎºÎÅÍ "¿ì¸® ³»ºÎ µ¥ÀÌÅÍ°¡ ¸ðµÎ È®º¸ µÇ´Â´ë·Î È­»óȸÀÇ ÀÏÁ¤À» Å뺸ÇÏ°Ú´Ù. ¿¹»óÀº 11¿ù ¸¶Áö¸· ÁÖÀÏ °Í °°´Ù(I will get back to you once we have completed data acquisition for a TC date, I anticipate the last week of November)"´Â ´äº¯µµ ¹Þ¾Ò´Ù°í ¹àÇû´Ù.


¶ÇÇÑ ÃÖ±Ù ¶Ç ´Ù¸¥ ÇÙ»êÄ¡·áÁ¦ÀÇ ¶óÀ̼¾½Ì ¾Æ¿ô(L/O)À» ÀüÁ¦·Î °øµ¿°³¹ß ¹× ±â¼ú ¶óÀ̼¾½Ì Çù»óÁßÀÎ siRNA °³¹ß ¹ÙÀÌ¿À Á¦¾à»ç·ÎºÎÅÍ´Â "¿ì¸®´Â ¾î¶² Áúº´Å¸±êÀ¸·Î ÁøÇàÇÒÁö °áÁ¤ ÁßÀÌ°í ¶ÇÇÑ, ÇöÀç ºñÁî´Ï½º Á¶°Ç¿¡ ´ëÇØ ¸î °¡Áö Áú¹®ÀÌ ÀÖ´Ù. °ð Å뺸ÇÏ°Ú´Ù (We are deciding which target to proceed with and also has some questions on the current business terms. Will be in touch later)"´Â ³»¿ëÀ» ¹Þ´Â µî ¸ÅÃâÀÌ ¹ß»ýÇÏ´Â ¶óÀ̼¾½Ì ¸¶ÀϽºÅæ °è¾à¿¡ »ó´çÇÑ ÁøôÀÌ ÀÖ¾ú´Ù°í ȸ»ç ÃøÀº ¼³¸íÇß´Ù.

ÇÑÆí, ¼¿¸®¹ö¸®´Â ¹Ì±¹°ú À¯·´¿¡ º»»ç¸¦ µÐ ¼¼°è 10~20À§±Ç ±Û·Î¹ú Á¦¾à»çµé°ú TSDT Ç÷§Æû ±â¼úÀ» È°¿ëÇÑ Â÷¼¼´ë À¯ÀüÀÚÄ¡·áÁ¦(Gene Therapy) °³¹ß»ç¾÷¿¡ ´ëÇؼ­µµ ³íÀÇÇß´Ù°í ¹àÇû´Ù.

¾Æµ¥³ë¹ÙÀÌ·¯½º ±â¹Ý À¯ÀüÀÚÄ¡·á ¹æ½ÄÀº ´Ü ȸ Åõ¿©·Î ȯÀÚ¸¦ Ä¡·áÇÒ ¼ö ÀÖ´Ù´Â Á¡°ú À¯ÀüÀÚÄ¡·áÁ¦ÀÓ¿¡µµ ºÒ±¸ÇÏ°í ¾ÈÀüÇÏ´Ù´Â ÀåÁ¡À» °¡Áö°í ÀÖÀ¸³ª, ¹ÙÀÌ·¯½º¸¦ Á÷Á¢ °¨¿°½ÃŲ ƯÁ¤ºÎÀ§¿¡¼­ ¹ßÇöµÈ ¾à¸®¹°ÁúÀº ´Ù¸¥ Á¶Á÷ ¹× Àü½ÅÀ¸·Î ÆÛÁ®³ª°¡Áö ¾Ê±â ¶§¹®¿¡ Á¦´ë·Î µÈ Ä¡·áÈ¿°ú¸¦ º¼ ¼ö ¾ø´Â °ÍÀÌ ÇöÀç Å« ÇÑ°èÁ¡ÀÌ´Ù. µû¶ó¼­, »ýü ³» Àü½ÅÀü¼ÛÀÌ °¡´ÉÇÑ TSDT Ç÷§Æû±â¼ú(aMTD-TSDT)°ú ¾Æµ¥³ë¹ÙÀÌ·¯½º±â¹Ý À¯ÀüÀÚÄ¡·á¹ý(AAV-Gene Therapy), ÀÌ µÎ°³ÀÇ ½Å¾à°³¹ß ÃÖÁ¤»ó Ç÷§ÆûÀÇ À¶ÇÕÀ» ÅëÇØ ±âÁ¸ÀÇ À¯ÀüÀÚÄ¡·á¹ýÀÇ ¹®Á¦Á¡À» ±Øº¹ÇÏ°íÀÚ ÇÏ´Â Ç÷§Æû À¶ÇÕ»ç¾÷¿¡ ¸¹Àº »óÀ§±Ç ±Û·Î¹ú Á¦¾à»çµé·ÎºÎÅÍ ±¸Ã¼ÀûÀÎ ¿äû°ú µ¥ÀÌÅÍ ¿ä±¸¸¦ ¹Þ°í ÀÖ´Ù°í ÀüÇß´Ù. À̹Ì, ¼¿¸®¹ö¸®¿¡¼­´ÂÀÌ Á¦¾à»çµé¿¡°Ô ÆÄŲ½¼º´(PD)¿¡ ´ëÇÑ ÀÌ µÎ Ç÷§Æû±â¼ú À¶ÇÕ °ËÁõ°á°ú¸¦ º¸³ÂÀ¸¸ç, ÀÌ µ¥ÀÌÅÍ ÆÐÅ°Áö´Â ´Ü 1ȸ TSDT°¡ Àû¿ëµÈ ¹ÙÀÌ·¯½º À¯ÀüÀÚÄ¡·á¹ýÀ¸·Î ÆÄŲ½¼º´¿¡¼­ ¿îµ¿±â´É ¿ÏÀüȸº¹(102%)À» Áõ¸íÇÑ °á°ú¶ó°í ¹àÇû´Ù.

ÀÌ µ¥ÀÌÅ͸¦ È®ÀÎÇÑ ±Û·Î¹ú 10À§±Ç Á¦¾à»ç ÇÑ °÷¿¡¼­ "ÀÌ°ÍÀÌ ¿ì¸®°¡ ¿øÇÏ´ø ¹Ù·Î ±× °á°ú(This is exactly what we were looking for)"´Â ¹ÝÀÀÀ» ¹Þ¾Ò´Ù°í ¼¿¸®¹ö¸®´Â ¹àÇû´Ù.

¸¶Áö¸·À¸·Î, À̹ø µÎ ÆÄÆ®³Ê¸µ Çà»ç¿¡ ÀÖ¾î °¡Àå Å« ¼º°ú´Â ¸é¿ªÄ¡·áÁ¦ iCP-NI¿¡ ´ëÇÑ ÃÖÃÊÀÇ °ø½ÄÀûÀÎ ¶óÀ̼¾½Ì ³íÀÇ¿´´Ù°í ¼¿¸®¹ö¸® °ü°èÀÚ´Â ¹àÇû´Ù.

À̹ø Çà»ç°¡´ë¿ÜÀûÀ¸·Î´Â ÃÖÃÊÀÓ¿¡µµ ºÒ±¸ÇÏ°í,±Û·Î¹ú Á¦¾à»çµéÀÌ °¡Àå ¸¹Àº °ü½ÉÀ» º¸ÀÎ ºÐ¾ß¿´À¸¸ç ƯÈ÷, ÀϺ» ¼ÒÀçÀÇ ÇÑ Á¦¾à»ç´Â "¼¿¸®¹ö¸®ÀÇ ºñÁî´Ï½º ¸ðµ¨Àº ¾î¶»°Ô µÇ³ª? ¿ì¸®´Â iCP-NIÀÇ ÀϺ» ¶óÀ̼¾½Ì¿¡ °ü½É ÀÖ´Ù. ÇÑ´Þ À̳»·Î °áÁ¤»çÇ×À» Å뺸ÇÏ°Ú´Ù.(What is your business model?We are interested in licensing for Japanese market, we will contact you in one month)"°í Æò°¡Çϸç, ¾ÆÅäÇÇ ÇǺο°(atopic dermatitis: AD)À» Æ÷ÇÔÇÑ ÀÚ°¡¸é¿ª ÇǺÎÁúȯ°ú ·ù¸¶Æ¼Áò(rheumatoid arthritis: RA) ¹×¿°Áõ¼ºÀåÁúȯ(inflammatory bowel disease: IBD) µîÀ» ÀûÀÀÁõÀ¸·Î ÇÑ ³»Àç¸é¿ªÁ¦¾î ÀÚ°¡¸é¿ªÁúȯ Ä¡·áÁ¦·Î½á Áö¿ªÆDZǶóÀ̼¾½Ì °è¾à¿¡ ´ëÇØ Á¦¾ÈÇß´Ù°í ȸ»ç ÃøÀº ¼³¸íÇß´Ù.

¼¿¸®¹ö¸® »ç¾÷°³¹ßºÎ¼­(BD) Ã¥ÀÓÀÚ´Â "iCP-NI¸¦ Äڷγª19¸¦ Æ÷ÇÔÇÑ ¹ÙÀÌ·¯½º °¨¿°º´ Ä¡·áÁ¦·Î °øµ¿ ÀÓ»ó°³¹ßÀ» ¿øÇÏ´Â ¶Ç ´Ù¸¥ ÀϺ» ¼ÒÀçÀÇ ÇÑ ÆÄÆ®³Ê»ç´Â'¼¿¸®¹ö¸®ÀÇ ¾î¶² ÇÁ·ÎÁ§Æ®¿¡ ´ëÇØ ÆÄÆ®³Ê½±°ú ¶óÀ̼¾½Ì ±âȸ°¡ ÀÖ´ÂÁö? ¼¿¸®¹ö¸®°¡ ´Üµ¶À¸·Î ÀÓ»ó1»ó°ú 2»óÀ» ÁøÇàÇÒ °èȹÀΰ¡? (Which project are you looking for partner or outlicensing opportunity? Are you planning to do Phase1 and Phase2 trials by yourself?)'¶ó´Â ±¸Ã¼ÀûÀÎ À̾߱Ⱑ ÀÖ¾ú´Ù"°í ¸»Çß´Ù.

À̾î "¹°·Ð Ãß°¡Çù»ó °úÁ¤ÀÌ ´õ ÇÊ¿äÇÏ°ÚÁö¸¸,»ó´ëÆí Á¦¾ÈµéÀ» ±â¹ÝÀ¸·Î ¿ì¸®ÀÇ ÀÌÀÍÀÌ ±Ø´ëÈ­ µÉ ¼ö ÀÖ´Â ÁÁÀº °á°ú¸¦ µµÃâÇϵµ·Ï ÃÖ¼±À» ´ÙÇÏ°í ÀÖ´Ù"°í ÁøÇà»óȲ¿¡ ´ëÇØ ¼³¸íÇß´Ù.

¶ÇÇÑ, ¼¿¸®¹ö¸® ½Å»ç¾÷°³¹ß º»ºÎÀåÀº "TSDT Ç÷§Æû±â¼úÀ» ÀǾàÇ°»Ó¸¸ ¾Æ´Ï¶ó, Æø³ÐÀº ÀÏ»ó»ýÈ° ¹× °øÁߺ¸°Ç ºÐ¾ß¿¡ Àû¿ëÇØ ³»Àç¸é¿ªÁ¦¾î iCP-NI ¸é¿ªÁ¶ÀýÄ¡·áÁ¦¸¦ Á¢ÇÒ ¼ö ÀÖµµ·Ï ºñÁö´Ï½º¸ðµ¨À» ±¸ÃàÇÏ°í ÀÖÀ¸¸ç, °ð ½ÃÀå¿¡¼­ ±ô¦ ³î¶ö ¸¸ÇÑ Çõ½Å ½ÅÁ¦Ç°À» Á¢ÇÒ ¼ö ÀÖÀ» °Í"°í ¼³¸íÇß´Ù.


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