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J&J, '레미케이드' 美 분기매출 7.5억弗..'역대 최저점 경신' - 바이오스펙테이터

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J&J, '레미케이드' 美 분기매출 7.5억弗..'역대 최저점 경신'

입력 2019-10-16 06:51 수정 2019-10-16 07:13

바이오스펙테이터 장종원 기자

3분기 실적발표 결과 분기 매출 24.1%↓..누적매출도 23억2400만달러로 17.6% 감소

존슨앤드존슨(J&J) 블록버스터 항체의약품 레미케이드(성분명 인플릭시맙)의 올해 3분기 미국 매출이 큰 폭으로 감소하며 바이오시밀러 시대 도래 이후 최저점을 찍었다.

15일(현지시간) J&J 3분기 실적 발표에 따르면 레미케이드의 3분기 미국 매출은 7억4800만달러(8900억원)로 집계됐다. 작년 3분기 9억8700만달러에 비해 매출이 24.1% 감소한 실적이다.

레미케이드 미국 매출은 지난 1분기 7억7400만달러로 최저점을 기록한 뒤 2분기 소폭 반등했지만(8억100만달러), 다시 하락해 최저치를 갱신했다. 분기별 등락은 있지만 추세상으로는 꾸준히 매출이 줄고 있다.

레미케이드의 3분기 미국 누적 매출 역시 23억2400만달러로 전년 같은 기간 28억2100만달러 대비 17.6% 감소한 것으로 나타났다.

J&J의 3분기 레미케이드 전체 매출은 11억3600만달러로 전년 같은 기간 13억7900만달러에 비해 17.6%가 감소했다. 누적 역시 33억4500만달러로 전년 같은 기간 40억8800만달러에 비해 18.2% 감소한 것으로 집계됐다.

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

미국 시장에서 레미케이드 바이오시밀러는 아직 점유율은 미약하지만 꾸준히 확산하고 있다. 특히 국내기업인 셀트리온 램시마(미국명 인플렉트라)와 삼성바이오에피스 렌플렉시스가 경쟁하면서 영향력을 확대하고 있다.

미국 식품의약국(FDA)도 지난 5월 오리지널 바이오의약품을 동등한 효능의 바이오시밀러로 교차처방, 대체조제할 수 있도록 하는 지침(Considerations in Demonstrating Interchangeability With a Reference Product Guidance for Industry)을 내놨다. 최근에는 미국 최대 사보험사 중 한 곳인 유나이티드헬스케어(UNH)가 셀트리온의 램시마(미국명 인플렉트라)를 선호의약품에 등재하기로 하는 등 바이오시밀러 확산의 긍정적인 신호들이 포착되고 있다.

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