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IPO 앞둔 아티바..’off-the-shelf’ ’NK세포’ 경쟁력은? - 바이오스펙테이터

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IPO 앞둔 아티바..’off-the-shelf’ ’NK세포’ 경쟁력은?

입력 2021-06-10 08:41 수정 2021-06-10 08:56

바이오스펙테이터 노신영 기자

이 기사는 '프리미엄 뉴스서비스 BioS+' 기사입니다.
녹십자랩셀서 기술이전받은 아티바, 미 SEC에 S-1 서류 제출..재대혈 기반 NK세포 생산 및 동결보전 플랫폼 ‘AlloNK™’과 NK세포 기반 ADCC, CAR-NK 세포 치료제 경쟁력과 파이프라인은?

CAR-T세포 치료제는 혈액암을 대상으로 높은 반응률과 우수한 항암효능을 보이고 있어 새로운 항암 치료옵션으로 기대를 받고 있으나 자가유래(autologous) CAR-T의 복잡한 생산공정, 높은 제조비용 및 면역부작용 등의 한계가 있다. 이를 극복하기 위한 동종유래(allogenic) ‘off-the-shelf’ CAR-T에 대한 연구가 진행되고 있으며, 다른 한축으로는 CAR-T 대비 면역부작용 위험이 덜하면서 동종유래 세포 치료제 제작이 용이한 자연살해(Natural Killer)세포 치료제 ‘CAR-NK’가 주목을 받고 있다.

딜도 잇따르고 있다. 얀센 파마슈티컬(Janssen Pharmaceutical)은 지난해 4월 페이트 테라퓨틱스(Fate Therapeutics)와 31억달러 규모의 ‘off-the-shelf’ CAR-NK 세포치료제 개발을 위판 파트너십을 맺었다. 페이트는 유도만능줄기세포(iPSC)를 기반으로 NK세포 치료제를 개발하고 있으며, 지난 5월 급성 골수성 백혈병(AML) 환자를 대상으로 진행한 임상 1상에서 iPSC 유래 NK세포 치료제의 항암효능을 확인한 바 있다. 또한 작년 7월 사노피(Sanofi)는 키아디스 파마(Kiadis Pharma)를 약 8.8억달러에 인수하며, ‘off-the-shelf’ NK세포 치료제 프로그램 ‘K-NK세포 플랫폼’을 확보했다. 키아디스의 K-NK 플랫폼은 건강한 공여자(donor)로부터 확보한 NK세포를 기반으로 세포치료제 개발을 진행하고 있다.

이를 이어 올해 1월, 아티바 바이오테라퓨틱스(Artiva Biotherapeutics)가 미국 머크(MSD)와 총 18억8100만달러 규모의 제대혈(Cord blood) 기반 NK세포 기술이전 계약을 체결했다.

아티바는 2019년 3월 GC녹십자홀딩스(GC Holdings)와 GC녹십자랩셀(GC LabCell)이 자금을 출자해 설립한 미국 소재 관계사다. 머크와 아티바가 당시 체결한 기술이전 계약은 아티바의 고형암 타깃 CAR-NK 프로그램 3개의 독점 권리를 라이선스인(License-in)한 것으로, 머크는 아티바에 2개 CAR-NK 프로그램에 대한 계약금 3000만달러를 지급하며, 3번째 프로그램에 대한 옵션을 행사할 경우 머크는 아티바에 1500만달러를 추가로 지급한다고 발표했다. 또한 각 프로그램의 개발 및 상업화에 따른 마일스톤으로 머크는 최대 6억1200만달러를 아티바에 지급할 계획이라고 밝혔다....

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