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SK바이오팜, 뇌전증 신약 기술 1.1조 베팅_我的网站
一 | SK바이오팜 이동훈 사장이 26일 기자간담회에서 발표를 진행하고 있다. 사진=SK바이오팜SK바이오팜이 미국 바이오기업으로부터 뇌전증 신약 후보물질을 도입한다. 기존 뇌전증 치료제 ‘세노바메이트’에 이어 후속 성장동력을 확보하기 위한 전략이다. SK바이오팜은 26일 서울 웨스틴 조선에서 기자간담회를 열고 미국 뉴욕증권거래소(NYSE) 상장사 바이오헤이븐과 뇌전증 신약 후보물질 ‘오파칼림(Opakalim)’ 도입 계약을 체결했다고 밝혔다.이번 도입은 SK바이오팜이 지속적으로 추진해 온 ‘신규 제품(2nd Product)’ 도입을 통한 ‘마케팅 인프라 레버리징’ 전략의 일환이란 설명이다. 향후 계획대로 신약 승인에 성공할 경우 회사는 기존 ‘단일 제품 회사(One-product company)’를 벗어나 다수의 혁신신약을 글로벌 시장에서 직접 판매하게 된다. 오파칼림은 선택적 칼륨 채널 Kv7 활성제로 새로운 기전의 뇌전증 치료제 후보물질로 주목받고 있다. 현재까지 진행된 임상시험에서 우수한 내약성 프로파일을 확인했으며, 현재 성인 부분발작 환자를 대상으로 임상 2상/3상을 진행 중이다. 임상 및 허가 절차가 계획대로 진행될 경우 RISE3 임상의 첫 탑라인 결과를 올해 말 확보할 예정이다. 이후 2028년 두 번째 임상 결과 발표를 거쳐 SK바이오팜은 이르면 2029년 중 미국 시장 출시를 목표로 하고 있다.계약 규모는 Kv7 플랫폼 관련 선급금 및 개발 및 허가 단계별 마일스톤을 포함해 최대 7억 9500만 달러(한화 약 1조 996억원)다. 선급금은 현금 총 4억 달러다. 이 중 거래 종결 시 3억 5000만 달러를 지급하고, 거래 종결 1년 후 나머지 5000만 달러를 지급한다. 또한 향후 개발 허가 진행에 따라 최대 3억 9500만 달러의 마일스톤을 지급할 예정이다. 계약에 따라 일부 마일스톤 및 로열티는 원개발사인 놉 바이오사이언스에 지급된다. 이번 거래는 필요한 기업결합 관련 승인 및 기타 통상적인 선행조건 충족을 거쳐 종결될 예정이다.이번 계약 종결 후 SK바이오팜은 오파칼림의 전 세계 독점 개발 및 상업화 권리를 확보하게 된다. 오파칼림 외에도 Kv7 디스커버리 플랫폼과 이를 기반으로 개발된 Kv7 계열 화합물에 대한 권리를 확보한다. SK바이오팜의 뇌전증 혁신신약 세노바메이트는 올해 미국 뇌전증 치료 시장에서 선전하고 있다.오파칼림의 신약 승인 시 미국 자회사인 SK 라이프사이언스를 통해 현지에 구축한 약 150명 이상의 미국 전담 영업 조직 및 주요 뇌전증 센터와 신경과 전문의를 아우르는 네트워크를 활용해 우선적으로 오파칼림의 출시 및 상업화에 집중할 계획이다. 세노바메이트와 오파칼림의 상호보완적인 프로파일을 바탕으로 마케팅 시너지 효과가 발휘될 것으로 기대된다고 회사 측은 전했다.이동훈 SK바이오팜 사장은 “오랫동안 기다려 온 소식인 만큼 이번 오파칼림 도입 계약은 의미가 크다”며 “SK바이오팜은 멀티 프로덕트(Multi-product)를 미국 시장에서 직판하는 완전히 새로운 단계로 진입할 것”이라고 밝혔다. 아울러 “아시아의 바이오텍과 미국 연구기관으로부터의 초기단계 후보물질 도입을 넘어 뉴욕증시에 상장된 미국 바이오텍으로부터 최종 결과가 임박한 후보물질을 확보했다는 점에도 주목해야 한다”며 “당사가 다방면에서 새로운 단계로 진입하고 있다는 신호”라고 말했다.이어 “앞으로도 실질적인 성과를 통해 K-바이오의 신뢰를 회복하고 새로운 성장 모델을 제시하는 데 앞장서겠다”고 덧붙였다.。
Open Douyin, the Chinese version of TikTok, and AI-generated short dramas are hard to miss.
The stories span almost every genre familiar to Chinese audiences, from fantasy and immortal cultivation to urban romance and period tales.
The biggest difference is that the actors, settings and even many of the visual elements are generated by artificial intelligence (AI).
One of the latest hits is The Inverse Zone, an original mystery-thriller about monsters that has been dubbed an AI version of Stranger Things. The series has released three episodes so far, each receiving more than 1 million likes on Douyin.
Yet the team behind it consists of just three people, all born after 2000.
While Hollywood is still catching up with the short drama boom, China's short-drama industry is already moving into the AI era.
For many young creators, AI is not just another tool - it is a door that small teams could never have opened before.
"We've always wanted to make professional film and television content, with visual language, complete storytelling and a cinematic feel," Hu Hai, a member of the team behind The Inverse Zone, told the Global Times. "But the cost and barriers of live-action production were too high. Small teams had little chance to realize high-quality film and television projects."
As increasingly capable domestic AI models emerged, that door began to open. "The maturity of AI creative tools made us see new possibilities," Hu said.
The explosive growth of AI-generated short dramas is a double-edged sword: It opens doors for some, but leaves many in the industry uncertain about what comes next. Many actors who once benefited from the short-drama boom are now finding work increasingly scarce, with some turning to other professions. Meanwhile, the use of celebrities likenesses in AI-generated content (AIGC) has ignited a fresh wave of debate.
Where is the industry headed next? Global Times reporters spoke with AI creators, short-drama actors and industry experts about the opportunities and uncertainties ahead.
Lowering barriers
Hu studied directing and filmmaking in college. His team initially focused on short comedy videos, a field with relatively low production costs and less barriers to entry. But after years of producing this type of content, they eventually reached a creative plateau. That began to shift as more advanced AI tools came onto the scene.
To produce The Inverse Zone, the team used domestic video-generation models Seedance 2.0 and 2.5. The series took nearly two months to prepare, including world-building, character design and establishing a consistent visual style. "Seedance is the best in the world. It's extremely advanced. There's no model in Europe or the US that is more useful than it," Hu told the Global Times.
The technology does not mean production is effortless, however.
According to Hu, a typical episode costs around 4,000 to 5,000 yuan ($593-$741) to produce, while episodes involving large-scale scenes, complex special effects or demanding lighting and rendering can cost more than 10,000 yuan.
The team used AI for image generation, basic voice work and material rendering, while humans remained responsible for the script, character development, cinematography and post-production.
"The soul of the entire series is still controlled by people," Hu said. "All the key creative decisions are manually adjusted and repeatedly reviewed."
Ya Cen, operations head of AI video platform LibTV, told the Global Times that the AI short-drama ecosystem is now characterized by small teams, high productivity and strong individual styles. "The most direct value of AIGC is that it has lowered the geographic and financial barriers to film and television production," she added.
Actors in AI era
Yet the rise of AI short dramas is also creating new tensions.
AI-generated characters are now building fanbases, landing brand endorsements, and being described as the next generation of digital stars. At the same time, many celebrities including Taiwan actress Joey Wong have reportedly given permission for their younger likenesses to be used in AIGC.
The impact extends beyond celebrity likenesses. It is also being felt by people who once benefited from China's booming live-action short-drama industry.
The short-drama boom created opportunities for large numbers of actors, many of whom could quickly become recognizable faces. However, as AI-generated productions expand, some performers are finding fewer acting opportunities and turning to other professions.
Chongqing native Luo Xinyuan, 21, has experienced that shift firsthand.
She spent more than a year in Hengdian, East China's Zhejiang Province as a short-drama actress. Since May, she has worked at a scenic area playing Huang Rong, a character from a classic Chinese martial arts novel The Legend of the Condor Heroes.
"When short dramas were at their peak, there were lots of fast-paced, feel-good stories," Luo told the Global Times. "But that kind of content is difficult to sustain. Without richer and more meaningful stories, the pressure from AI short dramas will make things even harder."
For many short-drama actors, the disruption is likely to be structural rather than an immediate wholesale replacement, Zhang Peng, a cultural researcher and associate professor at Nanjing Normal University, told the Global Times. The question of celebrity likenesses may prove even more complicated.
Zhang warned that unrestricted authorization could raise concerns over control and revenue sharing. Without clearer rules, the technology could put further pressure on ordinary actors.
The next stage may not be a choice between humans and machines, but a new production model in which the two increasingly work together.
For creators such as Hu, that possibility is already here.
"AI has finally given young creators like us the opportunity to realize the film and television dreams we've had for years," he said.
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Published on:21:03:51