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美 바이오시밀러 확산..J&J 레미케이드 매출 14.1%↓ - 바이오스펙테이터

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美 바이오시밀러 확산..J&J 레미케이드 매출 14.1%↓

입력 2019-07-17 05:54 수정 2019-07-17 05:56

바이오스펙테이터 장종원 기자

매출 15억7500만달러(상반기) 집계..셀트리온·삼성 바이오시밀러 공세에 매출 감소세 뚜렷

존슨앤드존슨(J&J) 블록버스터 항체의약품 레미케이드(성분명 인플릭시맙)의 상반기 미국 매출이 15%가량 감소한 것으로 나타났다. 셀트리온 인플렉트라(램시마), 삼성바이오에피스 렌플렉시스 등 바이오시밀러 확산에 공고했던 미국 레미케이드 시장도 흔들리고 있다.

16일(현지시간) J&J 2분기 실적 발표에 따르면 레미케이드의 상반기 미국 매출은 15억7500만달러로 집계됐다. 작년 상반기 18억3400만달러 대비 14.1% 매출이 감소했다.

레미케이드의 2분기 미국 매출 역시 8억100만달러로 전년 같은기간 9억1800만달러 대비 12.7% 감소했다. 다만 전분기 7억7400만달러와 비교하면 매출이 소폭 증가했다.

상반기 J&J의 전세계 레미케이드 매출은 22억900만달러로 전년 27억900만달러 대비 18.5% 감소했다. 2분기 매출 역시 11억700만달러로 전년 같은기간 13억2000만달러 대비 16.2% 줄었다.

J&J는 미국을 포함해 캐나다와 중남미, 중동, 아프리카, 아시아태평양지역에 레미케이드를 판매하고 있다. 유럽, 러시아, 터키 등은 미국 머크(MSD)가 마케팅을 하고 있다.

자가면역질환을 치료하는 블록버스터 레미케이드는 바이오시밀러 출시 이후 큰 폭의 매출 하락세가 이어지고 있다. 유럽은 이미 셀트리온 램시마에 시장점유율에서 역전을 허용했다.

미국 역시 아직은 압도적인 점유율이지만 매출 하락세가 이어지고 있다. 레미케이드 미국 매출은 2018년 1분기 10억달러 선이 무너진 이후 지난 1분기 최저점을 찍었다.

현재 미국 시장에서는 셀트리온의 바이오시밀러 인플렉트라(2016년 12월)와 삼성바이오에피스 렌플렉시스(2017년 7월)가 출시돼 시장 확산에 나서고 있다. 화이자가 실적을 공개하는 셀트리온 인플렉트라는 올해 1분기 5700만달러 매출을 기록했다.

오리지널의약품에 대한 선호도가 높은데다 J&J의 적극적인 레미케이드 수성전략을 펼쳐 유럽시장과 같은 폭발적인 레미케이드 바이오시밀러 확산은 없지만 바이오시밀러 매출은 꾸준히 증가하는 추세다.

게다가 미국 식품의약국이 오리지널 바이오의약품을 동등한 효능의 바이오시밀러로 교차처방, 대체조제할 수 있도록 하는 지침(Considerations in Demonstrating Interchangeability With a Reference Product Guidance for Industry)을 내놓는 등 바이오시밀러 확산에 나서고 있다는 점도 향후 시장 확대에 긍정적인 요소다.

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