AACR 2026 리뷰

AACR 2026 리뷰 본 보고서는 AACR 2026에서 제시된 주요 scientific evidence를 기반으로 Precision, Partnership, Pipeline, Purpose의 구조적 변화를 분석하고,  → 더 알아보기(다운로드)

2026년 4월 신약개발관련 주요 Deal

2026년 4월 신약개발관련 주요 Deal  주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 4/7 Vertex Pharmaceuticals Halozyme Hypercon Inc. ‘Hypercon’ Platform Microparticle drug delivery platform for use in up to 3 drug targets n/d n/d Discovery 15+ 2 4/7 Biogen Alloy Therapeutics ‘AntiClastic’ Platform Intracellular RNA‑targeting ASO platform n/d n/d Discovery n/d 3 4/8 Astellas Pharma Dyno Therapeutics - AAV gene therapy vectors/ capsids for skeletal and cardiac muscle - - Discovery 15+ 4 4/9 Roche C4 Therapeutics ‘Torpedo’ Platform Degrader payload discovery and optimization platform for DAC development Oncology Cancer Discovery 1,020 5 4/9 Boston Oncology Xuanzhu Biopharmaceutical Bireociclib Dirozalkib CDK2/4/6 inhibitor ALK inhibitor Oncology Oncology HER+/HER2- Breast cancer ALK-positive NSCLC Marketed Marketed 100 6 4/9 BMS Oxford BioTherapeutics ‘OGAP®-Verify’ Platform TCE platform against novel tumor selective solid tumor targets Oncology Solid tumors Discovery n/d 7 4/10 AbbVie Haisco Pharmaceutical HSK55718 HSK51155 Nav1.8 inhibitor Nav1.8 inhibitor Neurology Neurology Pain Pain Phase 1 Preclinical 745 8 4/10 Gilead Kymera Therapeutics KT-200 CDK2 molecular glue degrader Oncology Solid tumors; Breast cancer Preclinical 750 9 4/13 Regeneron Telix Pharmaceuticals n/d 4 initial RPT programs + optional 4 additional programs Oncology Solid tumors Discovery 2,100 10 4/16 Xiamen Amoytop Aligos Therapeutics Pevifoscorvir sodium Capsid Assembly Modulator- Class E (CAM-E) Infectious disease Hepatitis B virus Phase 2 445 11 4/20 Biogen TJ Biopharma Felzartamab αCD38 mAb Oncology Multiple myeloma Registration (China) 850 12 4/28 Eli Lilly Profluent - AI-designed site-specific recombinases generator n/d n/d Discovery 2,250 13 4/28 AbbVie Kestrel Therapeutics KST-6051 KRAS inhibitor Oncology KRAS-mutated advanced/ metastatic solid tumors Phase 1 1,450 14 4/30 BeOne Medicines Huahui Health HH160 PD-1/CTLA-4/VEGF Trispecific antibody Oncology Solid tumors Preclinical 2,020 15 4/30 Cue Biopharma Ascendant Health Sciences Ascendant-221 mAb with dual MoA : free IgE neutralization + CD23- mediated IgE production suppression Immunology Allergic diseases Phase 2 691.5 (n/d=non-disclosure)   주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 3/31 Eli Lilly Centessa Pharmaceuticals Cleminorexton OX2R agonist Neurology Narcolepsy(Type 1, 2),Idiopathic hypersomnia Phase 2a 7,800 2 3/31 Biogen Apellis Pharmaceuticals Syfovre Empaveli C3, C3b inhibitor C3, C3b inhibitor Ophthalmology Hematology GA PNH Marketed Marketed 6,150 3 4/6 Neurocrine Biosciences Soleno Therapeutics Vykat XR KATP agonist Metabolic disorder Prader-Willi syndrome Marketed 2,900 4 4/7 Gilead Sciences Tubulis GmbH TUB-040 TUB-030 NaPi2b ADC 5T4 ADC Oncology Oncology Ovarian cancer, NSCLC Solid tumors Phase 1b/2 Phase 1/2 5,000 5 4/14 Eli Lilly CrossBridge Bio CBB-120 TROP2-targeted Dual Payload ADC (TOP1i/ATRi) Oncology Solid tumors Preclinical 300 6 4/17 UCB Neurona Therapeutics NRTX-1001 GABA interneuron cell therapy Neurology Epilepsy Phase 1/2 1,150 7 4/20 Eli Lilly Kelonia Therapeutics KLN-1010 BCMA CAR-T Oncology Multiple myeloma Phase 1 7,000 8 4/27 Eli Lilly Ajax Therapeutics AJ1-11095 JAK-2 inhibitor Oncology Myelofibrosis Phase 1 2,300 9 4/29 Teva Pharmaceuticals Emalex Biosciences Ecopipam DRD1 antagonist Neurology Tourette syndrome Phase 3 900 10 4/29 Chiesi Group KalVista Ekterly KLKB1 inhibitor Immunology Hereditary angioedema Marketed 1,900 11 4/30 Leo Pharma Replay - HSV-vectored topical gene therapy platform Dermatology Genetic skin diseases Preclinical 50+ Reference각 사 홈페이지 / BioCentury / Globaldata / Fierce Biotech / BioSpace

2025년 10대 글로벌 제약사 파이프라인 분석

2026년 3월 신약개발관련 주요 Deal

 2026년 3월 신약개발관련 주요 Deal     주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 3/3 UCB Pharma Antengene ATG-201 Bispecific CD3xCD19 TCE Immunology Oncology Autoimmune diseases B-cell lymphoma Preclinical Preclinical 1,160 2 3/4 Sanofi Sino Biopharm Rovadicitinib JAK/ROCK inhibitor Oncology Immunology Myelofibrosis cGvHD Marketed Phase 3 1,530 3 3/5 Immunis Toray IMM02-KORA Selective opioid kappa receptor agonist Neurology L‑dopa‑induced dyskinesia associated with Parkinson’s disease IND n/d 4 3/5 Alnylam Pharmaceuticals Tenaya Therapeutics n/d Modality-agnostic target discovery and validation platform Cardiovascular Genetic heart disease Discovery 1,140 5 3/9 Alfasigma GSK Linerixibat IBAT inhibitor Metabolic disorder PBC pruritus Submitted 690 6 3/9 Tenacia Biotechnology Rapport Therapeutics RAP-219 TARPγ8-specific AMPA receptor negative allosteric modulator Neurology Seizure, Epilepsy Phase 2 328 7 3/23 Sanofi Kali Therapeutics KT501 Trispecific TCE targeting CD3, CD19, BCMA Immunology Rheumatoid arthritis Phase 1 1,230 8 3/23 BMS Insitro Virtual Human™ AI-driven causal biology platform integrating human cell data & ML to identify disease drivers Neurology Amyotrophic lateral sclerosis Discovery 2,100 9 3/24 MSD Quotient Therapeutics n/d Somatic genomics platform to discover novel drug targets Immunology IBD Discovery 2,200 10 3/24 ASKA Pharmaceutical Insilico Medicine ‘PandaOmics’ Platform AI-driven therapeutic target identification Genitourinary Endometriosis, Uterine fibroids, Adenomyosis Discovery n/d 11 3/24 Shionogi Apnimed SASS-002 Sivopixant(P2X3 receptor antagonist) + n/d Others Obstructive sleep apnea Phase 2a 150+ 12 3/25 Biogen Alteogen ALT-B4 Recombinant hyaluronidase via Hybrozyme™ - - - 549 13 3/26 Tenacia Biotechnology Insilico Medicine ‘Pharma.AI’ Platform Generative AI model for target ID & molecule design Neurology CNS diseases Discovery 94.75 14 3/29 Eli Lilly Insilico Medicine ‘Pharma.AI’ Platform Generative AI model for target ID & molecule design n/d n/d Preclinical 2,750 15 3/31 MSD Infinimmune n/d Human memory B cell-derived antibodies n/d n/d n/d 838 (n/d=non-disclosure)  주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 3/3 Esperion Corstasis Enbumyst NKCC2 inhibition in loop of Henle Others Edema Marketed 255 2 3/9 Servier DayOne Biopharmaceuticals Ojemda Type 2 RAF inhibitor Oncology Pediatric low-grade glioma Marketed 2,500 3 3/20 Novarits Synnovation Therapeutics SNV4818 PI3Kα inhibitor Oncology HR+/HER2- breast cancer Phase 1/2 3,000 4 3/23 Gilead Science Ouro Medicines Gamgertamig Bispecific BCMAxCD3 TCE Oncology Immunology Multiple myeloma Autoimmune hemolytic anemia, Immun thrombocytopenia Phase 3 Phase 1/2 2,175 5 3/26 MSD Terns Pharmaceuticals TERN-701 Oral allosteric BCR::ABL1 TKI Oncology Chronic myeloid leukemia Phase 1/2 6,700 6 3/27 Novartis Excellergy Exl-111 Anti-IgE mAb inducing FcεRIα downregulation Immunology Food allergy Phase 1 2,000 7 3/27 Otsuka Pharmaceutical Transcend Therapeutics Methylone Rapid-acting neuroplastogens  targeting monoamine(SERT/NET/  DAT) transporters Neurology PTSD, Psychiatric conditions Phase 3 1,225 8 3/31 Biogen Inc. Apellis Pharmaceuticals Syfovre Empaveli C3/C3b complement inhibitor C3/C3b complement inhibitor Ophthalmology Hematology Dry AMD PNH Marketed Marketed 5,600 Reference각 사 홈페이지 / BioCentury / Globaldata / Fierce Biotech / Reuters 

2025 국내 신약개발 파이프라인 조사 결과 분석

2026년 2월 신약개발관련 주요 Deal

 2026년 2월 신약개발관련 주요 Deal  주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 2/2 Genentech (Roche) SanegeneBio n/d RNAi platform n/d n/d n/d 1,700+ 2 2/5 Eisai Shanghai Henlius  Biotech Serplulimab αPD-1 mAb Oncology sqNSCLC, nsNSCLC, ESCC ES-SCLC Marketed Phase 3 388 3 2/5 Everest Medicines Shaanxi Micot  Pharmaceutical  Technology MT1013 Dual-targeting receptor agonist polypeptide (Calcium-sensing receptor, Osteogenic growth peptide receptor) Renal disease Chronic kidney diseases(CKD); Secondary hyperparathyroidism Phase 3 179 4 2/8 Eli Lilly Innovent Biologics n/d n/d Oncology Immunology n/d n/d 8,850+ 5 2/9 Takeda Iambic Therapeutics ‘NeuralPLexer’ Platform AI-driven model for predicting protein-ligand complexes Oncology Gastrointestinal Inflammation n/d n/d 1,700+ 6 2/9 CSL Memo Therapeutics ‘DROPZYLLA’ Platform Recombinant polyclonal IgG technology n/d n/d n/d 328 7 2/11 Madrigal Pharmaceuticals Suzhou Ribo Life Science ‘GalSTAR ™’ Platform 6 siRNA programs (including bi-specific siRNAs) Metabolic disorder MASH Preclinical 4,460+ 8 2/16 Gilead Sciences Genhouse Bio GH31 MAT2A-targetting synthetic lethal therapy Oncology Solid tumors IND 1,530 9 2/17 Daiichi Sankyo BostonGene Multimodal AI Platform AI Foundation Models to Enable Precision ADC Clinical Development and Response Intelligence Oncology n/d n/d n/d 10 2/18 Novartis Unnatural Products n/d AI-driven model for the selective design of macrocycles Cardiovascular disease n/d Preclinical 1,700+ 11 2/18 Eli Lilly CSL Clazakizumab αIL-6 mAb Renal disease End-stage kidney disease(ESKD) Phase 3 100+ 12 2/22 Solstice Oncology Harbour BioMed Porustobart (HBM4003) αCTLA-4 mAb Oncology Solid tumors; Liver cancer, Melanoma, Renal cancer, … Phase 1/2 1,205+ 13 2/23 Astellas Vir Biotechnology VIR-5500 PSMAxCD3 BsAbs Oncology Prostate cancer Phase 1 1,705 14 2/24 LigaChem Biosciences NovaRock Biotherapeutics n/d ADC Oncology n/d n/d n/d 15 2/24 GSK Frontier Biotechnologies n/d n/d siRNA siRNA n/d n/d n/d n/d IND Phase 1 1,003 16 2/24 Pfizer Sciwind Biosciences Ecnoglutide cAMP-biased GLP-1 analogue Metabolic disorder Diabetes Approved 495 17 2/25 Novo Nordisk Vivtex corporation - Selective oral drug delivery platforms Metabolic disorder Obesity, Diabetes - 2,100 18 2/26 Boehringer Ingelheim Sitryx Therapeutics n/d Oral immunometabolic modulator Immunology Multiple autoimmune and inflammatory disease Preclinical 500+ (n/d=non-disclosure)  주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 2/9 Eli Lilly Orna Therapeutics ORN-262 CD19 CAR-T Immunology B cell-driven autoimmune diseases IND 2,400 2 2/18 Sensei Biotherapeutics Faeth Therapeutics PIKTOR (Serabelisib + Sapanisertib) PI3K/AKT/mTOR pathway inhibitors Oncology Advanced endometrial  cancer HR+/HER2- advanced  breast cancer Phase 2   Phase 1b 200 3 2/24 Gilead Sciences Arcellx Anitocabtagene autoleucel BCMA CAR-T Oncology Multiple myeloma Phase 3 7,800 4 2/25 GSK 35Pharma HS235 Activin signalling inhibitor Cardiovascular disease Hypertension Phase 1 950  Reference각 사 홈페이지 / BioCentury / Globaldata / Fierce Biotech

2025년 국가신약개발사업 접수과제-선정탈락 사유 분석

 2025년 국가신약개발사업 접수과제-선정탈락 사유 분석국가신약개발사업단 R&D기획팀 1. 분석대상 및 분석방법  2025 년 국가신약개발사업 1~2 차에 신규로 접수된 504 개 과제 중 483 개* 과제를 대상으로 선정/탈락 분석을 진행하였다.  개발단계 유효 선도 후보 비임상 임상 합계 대상과제 수 206 99 77 48 53 483 서면평가 의견 수 1,617 778 -** -** 414 2,809 발표평가 의견 수 454 553 586 357 333 2,283 투자심의 ‘선정’ 키워드 수 267 115 59 441 투자심의 ‘탈락’ 키워드 수 144 17 27 188 * 지원 제외대상 및 평가 포기과제 21 건 제외** 목표 선정과제수의 3 배수 이내인 경우 서면평가를 생략함 신규 접수과제는 서면평가-발표평가-실사평가-투자심의 순서에 따라 평가***되므로 본 분석은 개별 과제가 선정 또는 탈락 여부가 결정되는 분기점을 기준으로 나뉜다. 서면/발표평가는 심사위원이 평가항목별로 부여한 점수를 100 점 기준으로 환산하여 정량적으로 분석하였으며, 투자심의는 평가 종합의견의 키워드를 중복 추출하여 정성적으로 분석하였다. 이전 평가단계를 통과한 과제들이 이후 단계에서 반복적으로 상대평가를 받는 구조이므로, 본 분석결과는 특정 평가항목이 선정 또는 탈락의 결정적 요인이라 해석하기보다는 향후 지원 시 강조하거나 보완해야 할 부분을 참고하기 위한 자료로 활용하는 것이 바람직하다. *** 과제 선정 프로세스: 국가신약개발사업 과제 신청 가이드라인 p20~21 참조  → 더 알아보기(다운로드)

2026년 1월 신약개발관련 주요 Deal

 2026년 1월 신약개발관련 주요 Deal주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 1/5 ArborMed Hyloris Pharmaceuticals SA ARBM-101 Copper-binding chelator Metabolic disorder Wilson’s Disease Preclinical 160 2 1/5 AbbVie Suzhou Zelgen Biopharmaceuticals ZG006 DLL3xDLL3 T-cell engager Oncology Solid tumors Phase 3 1,135 3 1/5 Sanofi Earendil labs n/d AI-driven drug discovery  platform for BsAbs Immunology Autoimmune disease - 2,560 4 1/6 Pfizer Cartography Biosciences ‘Atlas’, ‘Summit’ Platform Tumor-selective antigen  discovery platforms Oncology Cancer - 865 5 1/6 Eli Lilly Nimbus Therapeutics - AI-driven predictive models Metabolic disorder Obesity - 1,300 6 1/7 Eli Lilly InduPro ‘Mint’ Platform AI/ML-enabled membrane  interactomics platform Oncology Immunology Cancer Autoimmune disease n/d n/d 950 7 1/7 Sidewinder Therapeutics Synaffix (Lonza) GlycoConnect®, HydraSpace®, toxSYN® Bispecific ADCs Oncology Solid tumors n/d n/d 8 1/7 Amgen Disco Pharmaceuticals n/d Cancer Surfaceome Targeted  Therapies Oncology SCLC, CRC Preclinical 618 9 1/9 J&J Prazer Therapeutics ‘SPiDEM’ Platform TPD platform using multiple  E3 ligases Neurology Alzheimer’s disease n/d n/d 10 1/9 Madrigal Pfizer Ervogastat DGAT2i inhibitor Metabolic disorder MASH Phase 2 50 11 1/9 Roche MediLink YL201 B7-H3 ADC Oncology SCLC,  Nasopharyngeal carcinoma Phase 2 570 12 1/12 Abbvie RemeGen RC 148 PD-1 x VEGF BsAbs Oncology NSCLC, CRC Phase 2 5,600 13 1/12 Novartis SciNeuro Pharmaceuticals n/d Amyloid -β targeted antibody  program Neurology Alzheimer’s Disease Preclinical 165 14 1/13 Eisai Nuvation Bio Ibtrozi ;Dovbleron (Taletrectinib) ROS1, NTRK1, NTRK2,  NTRK3 inhibitor Oncology ROS1+ NSCLC Marketed 230 15 1/13 Novartis Zonsen PepLib  Biotech n/d Peptide-based RLT asset Oncology Cancer n/d 50 16 1/18 AstraZeneca AbelZeta Pharma C-CAR031 (AZD7003) GPC3 CAR-T Oncology Hepatocellular carcinoma Phase 1/2 630 17 1/19 Hygtia Therapeutics (Fosun Pharma) Insilico Medicine ISM8969 Brain Penetrant NLRP3  Inhibitor Neurology Parkinson’s disease Preclinical 66 18 1/20 Aspect Biosystems Novo Nordisk - stem cell-derived islet cell  and hypoimmune cell  engineering technologies Metabolic disorder T1D - n/d 19 1/20 Pfizer Novavax Matrix-M Induction of T cell–mediated  immune responses - - - 530 20 1/22 BMS Janux Therapeutics n/d n/d Oncology Solid tumors Preclinical 850 21 1/27 Boehringer Ingelheim Simcere Pharmaceutical SIM0709 TL1A x IL23p19 BsAbs Immunology IBD Preclinical 1,260 22 1/28 Eli Lilly Seamless Therapeutics n/d Programmable recombinase‑  based gene editing platform Neurology Genetic hearing loss n/d 1,120 23 1/29 Eli Lilly Repertoire Immune Medicines ‘DECODE’ Platform TCR-epitope discovery  platform Immunology Autoimmune Diseases - 1,925 24 1/30 AstraZeneca CSPC Pharmaceuticals SYH2082 Long-acting GLP1R/GIPR  agonist Metabolic disorder Obesity, T2D Phase 1 4,700+ (n/d=non-disclosure)   주요 M&A   No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 1/6 Amgen Dark Blue Therapeutics DBT 3757 TPD; MLLT1/MLLT3 inhibitor Oncology AML Preclinical 840 2 1/7 Eli Lilly Ventyx Biosciences VTX2735   VTX3232 VTX002 NLRP3 inhibitor   NLRP3 inhibitor S1PR1 modulator Inflammation   Neurology Immunology Inflammatory-mediated diseases Parkinson’s diseases Ulcerative colitis Phase 2   Phase 2 Phase 2 1,200 3 1/14 AstraZeneca Modella AI - Generative and agentic AI platform Oncology - - n/d 4 1/20 GSK RAPT Therapeutics Ozureprubart α-IgE mAb Inflammation Food allergy Phase 2b 2,200 5 1/28 Halozyme Therapeutics Surf Bio ‘SnapShot’ Platform Subcutaneous drug-delivery offerings - - - 400 Reference 각 사 홈페이지 / BioCentury / Globaldata / Fierce Biotech

2025 Biopharma Dealmaking 분석

2025년 12월 신약개발관련 주요 Deal

 2025년 12월 신약개발관련 주요 Deal 주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 12/1 Regeneron Tessera Therapeutics TSRA-196 Gene therapy Metabolic disorder α1-antitrypsin deficiency (AATD) Preclinical 150 2 12/3 Laboratoires Théa Iolyx ILYX-002 RIPK1 inhibitors Ophthalmology Dry eye Phase 3 280 3 12/4 AstraZeneca Neurimmune NI009 αλLC fibrils mAb Hematology AL amyloidosis Preclinical 780 4 12/8 Dr. Reddy’s  Laboratories Immutep Eftilagimod Alfa LAG-3 agonist Oncology NSCLC Phase 3 370 5 12/9 Novartis Relation Therapeutics Lab-in-the- Loop platform AI-driven platform to discover novel targets Immunology Atopic diseases - 1,700+ 6 12/9 Pfizer Shanghai Fosun  Pharmaceutical YP05002 GLP-1R agonist Metabolic disorder Obesity Phase 1 2,000+ 7 12/10 Bleeker Bio (Formation Bio) Lynk Pharmaceuticals LNK01006 TYK2 allosteric inhibitor Immunology Multiple sclerosis Preclinical 600 8 12/11 Zealand Pharma OTR Therapeutics n/d Oral small molecule platform Metabolic disorder n/d n/d 2,500 9 12/15 Pfizer Adaptive Biotechnologies - Offender TCR target discovery, TCR-antigen datasets Immunology Rheumatoid arthritis Discovery n/d 10 12/15 Sanofi ADEL ADEL-Y01 αacetylated tau mAb Neurology Alzheimer's Disease Phase 1 1,040 11 12/16 Yarrow Bioscience GenSci (Changchun GeneScience Pharmaceutical) GS-098 (YB-101) αTSHR mAb Immunology Ophthalmology Graves’ disease Thyroid eye disease(TED) Phase 1 Phase 1 1,365 12 12/16 Genentech Caris Discovery (Caris Life Sciences) - AI-driven platform to discover novel targets Oncology - - 1,100 13 12/18 Athira Pharma Sermonix Pharmaceuticals Lasofoxifene   Oncology Breast cancer Phase 3 100 14 12/17 BMS Harbour BioMed Harbour Mice® Fully human antibody discovery/engineering platform for next‑generation MsAbs - - - 1,125 15 12/21 AstraZeneca Jacobio Pharma JAB-23E73 Pan-KRAS inhibitor Oncology KRAS-mutated cancers Phase 1 2,010 16 12/21 Windward Bio Qyuns Therapeutics WIN027 TSLP x IL-13 BsAbs Immunology Asthma, Atopic dermatitis, COPD Phase 1 700 17 12/22 Ipsen Simcere Zaiming SIM0613 LRRC15 ADC Oncology Solid tumors Preclinical 1,060 18 12/22 Boehringer Ingelheim Rectify Pharmaceuticals PFM platform enhance ABCC6 protein function Genitourinary Chronic kidney disease (CKD) Preclinical 448 (n/d=non-disclosure)   주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 12/8 Mirum Pharmaceuticals Bluejay Therapeutics Brelovitug αHBsAg mAb Infectious diseases Hepatitis D virus Phase 3 820 2 12/19 BioMarin Pharmaceutical   Amicus Therapeutics Galafold Pombiliti+ Opfolda DMX-200 GLA stimulants Acid α‑glucosidase replacement + UGCG inhibitor   Metabolic disorder Metabolic disorder   Genitourinary Fabry Disease Pompe Disease   FSGS Marketed Marketed   Phase 3 4,800 3 12/24 Sanofi Dynavax Technologies HEPLISAV-B® Z-1018 Vaccine Vaccine Infectious diseases Infectious diseases Hepatitis B virus Varicella zoster virus Marketed Phase 1/2 2,200 Reference각 사 홈페이지 / BioCentury / Globaldata / Fierce Biotech / Reuters / BioSpace

2025년 11월 신약개발관련 주요 Deal

 2025년 11월 신약개발관련 주요 Deal  주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 11/3 Roche Manifold Bio ‘mDesign’ platform in vivo discovery engine to create multiple next- generation BBB shuttles Neurology CNS diseases - 2,000 2 11/3 Neurocrine Biosciences TransThera Sciences n/d NLRP3 inhibitors Immunology n/d Preclinical 881.5 3 11/4 Celltrion Kaigene KG006 KG002 FcRn inhibitor Dual acting antibody Immunology Immunology Autoimmune diseases Autoimmune diseases Preclinical Preclinical 740 4 11/4 Boehringer Ingelheim CDR-Life CDR111 CD19 x BCMA x CD3 MsAbs Immunology Autoimmune diseases Preclinical 570 5 11/4 Incyte Prelude Therapeutics n/d JAK2V617F JH2 inhibitor Oncology Myeloproliferative neoplasms n/d 775 6 11/5 Eli Lilly Ailux (XtalPi) n/d BsAbs engineering platform - - - 345 7 11/8 Eli Lilly Sanegene Bio ‘LEAD’ platform Tissue-selective RNAi medicine delivery Metabolic disorder - - 1,200 8 11/10 Eli Lilly MeiraGTx AAV-AIPL1 AAV-AIPL1 gene therapy program Ophthalmology Leber congenital amaurosis-4 Phase 3 475 9 11/10 Lyell Innovative Cellular Therapeutics LYL273 GCC19 CAR-T Oncology Colorectal cancer Phase 1 70+a 10 11/10 Voyager Therapeutics Transition Bio n/d TDP-43 condensate modulator Neurology ALS, Frontotemporal Dementia Preclinical 500 11 11/12 Eli Lilly ABL Bio ‘Grabody-B’ platform BsAbs platform n/d n/d n/d 2,602 12 11/13 Third Arc Bio Adagene ‘Safebody’ platform Masked CD3/CD28 TCE platform Oncology - - 840 13 11/19 GSK LTZ Therapeutics n/d Myeloid cell engagers Oncology - Preclinical 50+a 14 11/19 Celltrion TriOar ‘TROCAD’ platform TME selective activation platform Oncology - - 350 15 11/27 SK Biopharmaceuticals Wisconsin Alumni Research Foundation WT-7695 CAIX RPT Oncology Renal cancer Preclinical 576 (n/d=non-disclosure)   주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 11/6 Axsome Therapeutics Baergic Bio (Avenue Therapeutics) AXS-17 (BAER-101; AZD7325) GABA A receptor modulator Neuroology Epilepsy Phase 2 83 2 11/7 Pfizer Metsera MET-097i MET-233i GLP-1R agonist Amylin receptor agonist Metabolic disorder Metabolic disorder Obesity Obesity Phase 2 Phase 1/2 10,000 3 11/17 J&J Halda Therapeutics HLD-0915 ‘RIPTAC’ platform AR inhibitor Tumor protein + E3 ligase proximity inducer for targeted degradation Oncology Prostate cancer Phase 1/2 3,000  Reference각 사 홈페이지 / BioCentury / Globaldata / Cortellis / Fierce Biotech / DART

신약개발 환경변화 분석

2025년 10월 신약개발관련 주요 Deal

 2025년 10월 신약개발관련 주요 Deal 주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 10/6 Chiesi group Arbor Biotechnologies ABO-101 GOX inhibitors Metabolic disorder Primary hyperoxaluria type 1 Phase 1/2 2,115 2 10/6 AstraZeneca Algen Biotechnologies AlgenBrain™ AI-driven functional genomics platform Immunology - - 555 3 10/8 Zenas BioPharma InnoCare Pharma Orelabrutinib Obexelimab BTK inhibitor CD19 x FcγRIIb BsAbs Immunology Immunology Multiple sclerosis IgG4-RD Phase 3 Phase 3 2,000 4 10/10 Chugai Pharmaceutical Roche CT-388 GLP-1R x GIPR dual modulator Metabolic disorder Obesity, T2D Phase 2 n/d 5 10/14 Takeda Nabla Bio JAM (Joint Atomic  Model) AI protein design platform - - - 1,000 6 10/15 Boehringer Ingelheim Aimed Bio n/d ADC Oncology n/d n/d 991 7 10/15 Novo nordisk Omeros Zaltenibart (OMS906) MASP-3 inhibitor Hematology paroxysmal nocturnal hemoglobinuria (PNH) Phase 2 2,100 8 10/16 Dianthus Therapeutics Nanjing Leads  Biolabs DNTH212 (LBL-047) Bifunctional BDCA2 and BAFF/APRIL inhibitor Immunology Autoimmune disease; Sjögren's syndrome, SLE, Dermatomyositis, Hidradenitis suppurativa, Scleroderma, Pemphigus vulgaris Phase 1 1,000 9 10/17 Roche Hansoh Pharma HS-20110 CDH17 ADC Oncology Colorectal cancer Phase 1 1,450 10 10/20 Lundbeck Contera Pharma AttackPoint Discovery®, OligoDisc®, SpliceMatrix® RNA discovery platforms Neurology Brain diseases n/d n/d 11 10/21 Samsung Bioepis Phrontline Biopharma TJ108 EGFR x HER3 Bispecific, dual-payload ADC Oncology Solid tumors; NSCLC Preclinical n/d 12 10/21 Takeda Innovent Biologics IBI363 IBI343 IBI3001 PD-1 x IL-2Rα BsAbs CLDN18.2 ADC EGFR x B7-H3 Bispecific ADC Oncology Oncology Oncology sqNSCLC; MSS CRC Gastric cancer, Pancreatic cancer Advanced or metastatic solid tumor Phase 2 Phase 3 Phase 1 11,400 13 10/24 Biogen Vanqua Bio n/d C5aR1 antagonist Immunology Neutrophil-mediated inflammation Preclinical 1,060 14 10/27 GSK Syndivia n/d ADC Oncology mCPRC Preclinical 357 15 10/28 GSK Empirico EMP-012 GaINAc-conjugated siRNA Immunology COPD Phase 1 745 16 10/29 Regeneron Pharmaceuticals ModeX Therapeutics MSTAR Platform Generating multispecific antibodies platform Immunology, Oncology, Metabolic disorder n/d - 1,007 17 10/29 Everest Medicines Visera (NovaBridge) VIS-101 VEGF-A x ANG2 BsAbs Ophthalmology wAMD, DME, RVO Phase 2 96 (n/d=non-disclosure) 주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 10/9 Novo Nordisk Akero Therapeutics Efruxifermin FGF21 agonist Metabolic disorder MASH Phase 3 5,200 2 10/10 BMS Orbital Therapeutics OTX-201 CD19 CAR-T Immunology Autoimmune disease Preclinical 1,500 3 10/14 BioCryst Pharmaceuticals Asteria Therapeutics Takhzyro αKLKB1 mAb Immunology Hereditary angioedema (HAE) Marketed 700 4 10/22 Ipsen ImCheck Therapeutics ICT01 αBTN3A mAb Oncology AML Phase 1/2 1,160 5 10/22 Alkermes Avadel Pharmaceuticals Lumryz GABA B receptor agonist Neurology Excessive sleepiness Marketed 2,100 6 10/24 Eli Lilly Adverum Biotechnologies Ixo-vec Gene therapy Ophthalmology wAMD Phase 3 262 7 10/26 Novartis Avidity Biosciences - AOC Platform Neurology DM1; FSHD; DMD Phase 3 12,000 Reference각 사 홈페이지 / BioCentury / Globaldata / Cortellis / Fierce Biotech

글로벌 기술이전 동향 분석 - Partnership & M&A

 글로벌 기술이전 동향분석 - Partnership & M&A 국가신약개발사업단 R&D기획팀  1. 서론국가신약개발사업단 출범 이후, 사업 초기와 비교하여 신약개발 관련 혁신 기술의 출현, 국내 제약바이오기업 연구개발 역량 변화, 신약개발 환경 및 글로벌 기술이전 동향 변화 등 신약 개발의 패러다임에 다양한 변화가 발생하였다. 이에 2026년 국가신약개발 사업 2단계 착수에 앞서 글로벌 경쟁력을 갖춘 국내 신약의 개발을 도모하고 국가 신약개발 사업의 최종목표를 효과적으로 달성하기 위하여 대외환경 분석을 실시한 결과 중, 신약개발과제의 글로벌 기술이전에 대한 동향 분석 내용을 지난 1차 Licensing agreement에 이어2차로 Partnership 및 M&A의 주제로 공유하고자 한다.→ 더 알아보기(다운로드)

2025년 9월 신약개발관련 주요 Deal

 2025년 9월 신약개발관련 주요 Deal   주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 9/2 Novatim Immune Therapeutics Radiance Biopharma KY-0301 MET-EGFR bispecific nanobody-drug conjugate Oncology Solid tumors Phase 1 1,000 2 9/2 Servier Ideaya Biosciences Darovasertib PKC inhibitor Oncology Melanoma Phase 2/3 210 3 9/2 Novartis Arrowhead Pharmaceuticals ARO-SNCA SNCA siRNA Neurology Parkinson’s disease Preclinical 200 4 9/3 Novartis Argo Biopharmaceutical BW-00112 ANGPTL3 siRNA Cardiovascular diseases Dyslipidemia Phase 2 5,000 5 9/3 Avadel Pharmaceuticals XWPharma Valiloxybate GABAB receptor agonist Neurology Narcolepsy, Cataplexy Phase 2 30 6 9/5 Braveheart Bio Jiangsu Hengrui Pharmaceuticals HRS-1893 Myosin inhibitor Cardiovascular diseases Obstructive hypertrophic cardiomyopathy Phase 3 65 7 9/8 Servier Kaerus Bioscience KER-0193 BK channel modulator Neurology Fragile X syndrome Phase 1 450 8 9/9 LigaChem Bioscience Go Therapeutics n/d ADC Oncology Solid tumor Candidates n/d 9 9/19 VectorY Therapeutics Shape TX SHP-DB1 Deep-brain-penetrating AAV capsid Neurology Huntington’s disease(w/ VTx-003), Alzheimer’s disease(w/ VTx-005) Research 1,200 10 9/22 Angelini Pharma Sovargen SVG1051 Rapamycin ASO Neurology Brain health diseases Preclinical 550 11 9/24 Jiangsu Hengrui Pharmaceuticals Glenmark Pharmaceuticals Trastuzumab Rezetecan HER2 ADC Oncology NSCLC Marketed 1,090 12 9/25 MSD Evaxion EVX-B3 AI-designed vaccine Respiratory diseases COPD Preclinical 592 (n/d=non-disclosure)  주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 9/9 Novartis Tourmaline Bio Pacibekitug αIL-6 mAb Cardiovascular diseases ASCVD Phase 2 1,400 2 9/17 Roche 89bio Pegozafermin FGF21 analog Metabolic disorder   MASH Phase 2 3,500 3 9/22 Pfizer Metsera MET-097i MET-233i GLP-1 receptor agonist Amylin receptor agonist Metabolic disorder Metabolic disorder Obesity Obesity Phase 2 Phase 1/2 4,900 Reference각 사 홈페이지 / BioCentury / Globaldata / Cortellis / Fierce Biotech

글로벌 기술이전 동향 분석 - Licensing agreement

 글로벌 기술이전 동향 분석 - Licensing agreement국가신약개발사업단 R&D기획팀   1. 서론국가신약개발사업단 출범 이후, 사업 초기와 비교하여 신약개발 관련 혁신 기술의 출현, 국내 제약바이오기업 연구개발 역량 변화, 신약개발 환경 및 글로벌 기술이전 동향 변화 등 신약 개발의 패러다임에 다양한 변화가 발생하였다. 이에 2026 년 국가신약개발 사업 2 단계 착수에 앞서 글로벌 경쟁력을 갖춘 국내 신약의 개발을 도모하고 국가 신약개발 사업의 최종목표를 효과적으로 달성하기 위하여 대외환경 분석을 실시한 결과 중, 신약개발과제의 글로벌 기술이전에 대한 동향 분석 내용을 2 차에 나누어 공유하고자 한다. (1 차 Licensing agreement, 2 차 Partnership 및 M&A) → 더 알아보기(다운로드)

2025년 8월 신약개발관련 주요 Deal

 2025년 8월 신약개발관련 주요 Deal     주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provide/ Licensor Assets MoA Indication Stage Value (USD Mn) 1 8/1 Sanofi Arrowhead Pharmaceuticals Plozasiran* APOC3 targeting siRNA Metabolic disorder Severe hypertriglyceridemia(sHTG) Registration 395 2 8/6 Kaken Pharmaceutical Astria Therapeutics Navenibart mAb inhibitor of KLKB1 Inflammation Hereditary angioedema Phase 3 16 3 8/11 Expedition Therapeutics Fosun Pharma XH-S004 DPP-1 inhibitor Respiratory diseases Non-cystic fibrosis bronchiectasis,COPD Phase 2 645 4 8/12 Bayer Kumquat Biosciences KQB548 KRAS G12D inhibitor Oncology Cancer; Prostate cancer, NSCLC Preclinical 1,300 5 8/14 Eli Lilly Superluminal Medicines GPCR platform G protein-coupled receptor biotech Cardiometabolic diseases Cardiometabolic diseases, Obesity n/d 1,300 6 8/18 Merch KGaA Skyhawk Therapeutics SkySTAR RNA splicing platform Neurology n/d n/d 2,000 7 8/18 Boehringer Ingelheim Palatin Technologies n/d Melanocortin receptor agonist Ophthalmology Diabetic retinopathy n/d 327 8 8/19 Halda Therapeutics VantAI Neo-1, NeoLink AI and structural proteomics discovery platform Oncology, Immunology n/d n/d 1,000 9 8/19 Santen Pharmaceutical RemeGen RC28-E VEGF/FGF dual-target fusion protein Ophthalmology Diabetic macular edema(DME), wet age related macular degeneration(wAMD) Phase 3 34.8 10 8/20 Jazz Pharmaceuticals Saniona SAN2355 Selective activator of Kv7.2/Kv7.3 potassium channels Neurology Epilepsy Preclinical 42.5 11 8/25 AbbVie Gilgamesh Pharmaceuticals Bretisilocin 5-HT2A receptor agonist Neurology Depression Phase 2 1,200 12 8/26 Novartis BioArctic BrainTransporterTM BBB shuttle platform Neurology n/d n/d 30 13 8/26 Sitala Fosun Pharma FXS6837 n/d Immunology Autoimmune diseases Phase 2 670 14 8/28 Novo Nordisk Replicate Bioscience srRNA platform n/d Metabolic disorder Obesity, Type 2 Diabetes, Cardiometabolic diseases n/d 550 15 8/29 Fosun Pharma Accro Bioscience AC-201 TYK2/JAK1 inhibitor Immunology Moderate to severe plaque psoriasis Phase 1 10.6 (n/d=non-disclosure)    주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn) 1 8/5 SERB Pharmaceuticals Y-mAbs Therapeutics Danyelza (Naxitamab) αGD2 mAb Oncology Relapsed or refractory high-risk neuroblastoma Marketed 412 2 8/21 Kite Pharma (Gilead Sciences) Interius BioTherapeutics INT2104 In vivo CAR-T/CAR-NK Oncology B cell lymphoma Phase 1 350  Reference각 사 홈페이지 / BioCentury / Globaldata / Cortellis / Fierce Biotech   

In-Vivo CAR-T Cell Therapies 최신 개발 동향

  IN-VIVO CAR-T CELL THERAPIES 최신 개발 동향 국가신약개발사업단 R&D 기획팀 ※ 본 보고서는 Novotech에서 발간한 2025 Global Report for In-Vivo CAR Cell Therapy(2025.05.29) 백서의 내용을 토대로 작성되었으며, 보다 원활한 이해를 위해 추가 정보가 기재되어 있습니다.  1. 서론최근 면역세포 기반 치료제 중 CAR-T (Chimeric Antigen Receptor T-cell) 치료는 환자의 T세포를 체외에서 조작하여 암세포를 표적하는 효과적인 면역항암 치료법으로서 혈액암을 중심으로 획기적인 치료성과를 보여왔다. 그러나 기존 ex-vivo 방식의 한계(높은 제조비용, 복잡한 물류 시스템, 고가의 약가 등으로 인한 낮은 환자접근성 등)가 존재하며, 자가유래(autologous) CAR-T 가 가지는 대량생산의 한계를 극복하기 위한 동종유래(allogeneic) CAR-T가 개발되고 잇지만 이식편대숙주질환(GvHD) 등 면역이상반응에 대한 리스크가 존재한다. 이를 해결하고자 환자 체내에서 직접 T세포를 유전적으로 편집하는 in-vivo CAR-T 기술이 등장하였다. 혁신적 치료제로서 개발 중인 In-vivo CAR-T의 첫 임상결과(EsoBiotech)에서 다발성골수종 환자 4명 중 2명에게서 완전 관해, 나머지 두명에게서 부분 관해 결과가 확인되며, 빅파마들의 In-vivo CAR-T 치료제 투자소식이 이어지고 있는 가운데, In-vivo CAR 세포치료제에 대한 관심이 증폭되고 있어 본 내용을 소개하고자 한다.  → 더 알아보기(다운로드)

2025년 7월 신약개발관련 주요 Deal

  2025년 7월 신약개발관련 주요 Deal      주요 라이센싱 및 파트너십 No Date Investors/ Licensee Service Provider/ Licensor Assets MoA Indication Stage Value (USD Mn)  1 7/4 AstraZeneca Modella AI Modella AI’s multi-modal foundation models - Oncology - - n/d  2 7/22 AimedBio GI Innovation GI-102 IL2RG agonist, CTLA4 agonist, IL2RB agonist Oncology Recurrent glioblastoma Phase II n/d  3 7/24 Novartis Matchpoint Therapeutics Small molecules Oral inhibitors, developed based on Advanced Covalent Exploration (ACE) platform Immunology Multiple Inflammatory diseases Preclinical 1,060  4 7/24 Eli Lilly GateBioscience Small molecule n/d n/d - Discovery 856  5 7/27 GSK Jiangsu Hengrui Pharmaceuticals HRS-9821     11 programmes PDE3/4 inhibitor     Unspecified Respiratory diseases   Unspecified Chronic Obstructive Pulmonary disease Phase I     Discovery 12,500  6 7/28 Boehringer Ingelheim Re-Vana Therapeutics dirloctocogene samoparvovec Coagulation Factor VIII Activator Hematological Disorders Hemophilia A (Factor VIII Deficiency) Phase II 1,000  7 7/30 Madrigal Pharmaceuticals CSPC Pharmaceutical SYH-2086 Oral GLP1R agonist Gastrointestinal disease Metabolic Dysfunction-Associated Steatohepatitis (MASH) Preclinical 2,120  8 7/30 Kissei Pharmaceutical Viridian Therapeutics Veligrotug     VRDN-003 IGF1R antagonist     IGF1R antagonist Oncology Ophthalmology   Ophthalmology Breast Cancer, Liver Cancer, Graves' Ophthalmopathy   Graves' Ophthalmopathy Phase III 385  9 7/31 DR.Noah Biotech Thermo Fisher Scientific ARK     Quadrant 2 Noah’s proprietary AI drug discovery platform   Thermo Fisher’s AI-driven formulation technology - Rare diseases   - n/d (n/d=non-disclosure)  주요 M&A No Date Acquires Issuer Assets MoA Indications Status Value (USD Mn)  1 7/1 Concentra Biosciences IGM Biosciences Immunology n/d Inflammation n/d being developed based on IgM antibody technology platform Immunology Inflammation Autoimmune Disorders Discovery 75  2 7/8 Recursion Pharmaceuticals Rallybio REV-102 ENPP1 Inhibitor Genetic Disorders, Metabolic Disorders Hypophosphatasia Preclinical 25  3 7/16 Cystic Fibrosis Foundation Therapeutics Prime Medicine prime editor CFTR activator developed using gene editing technology Respiratory Cystic Fibrosis Preclinical 24  4 7/17 I-Mab Bridge Health Biotech givastomig CLDN18 inhibitor, TNFRSF9 agonist Oncology gastric cancer, solid tumor Phase I 6.88  5 7/21 Concentra Biosciences iTeos Therapeutics EOS-850 Adenosine Receptor A2a Antagonist Oncology Solid tumors, non-small cell lung cancer Phase II 384.5  Reference각 사 홈페이지 / BioCentury / Globaldata / Cortellis / Fierce Biotech 

[전문가 기고] 인공지능(AI) 기반 신약 개발: 현황, 과제 및 미래 전망 - 정재호 연세대학교 융합과학기술원장

인공지능(AI) 기반 신약 개발: 현황, 과제 및 미래 전망 연세대학교 융합과학기술원장, 연세대학교 의과대학교수 정재호     1. 서론: 신약 개발 R&D 패러독스와 패러다임 전환의 필요성  전형적인 기존신약 개발모델은 막대한 비용, 긴 개발 기간, 그리고 현저히 낮은 성공률로 인해 다른 산업 분야와 대비되는 ‘R&D paradox’ 현상이 발생한다. 실제로 글로벌 제약업계의 신약개발 투자 규모는 2015 년 $1,500 억 규모에서 연평균 2.8%식 꾸준히 증가하고 있으나 투자대비 신약개발 생산성은 감소하고 있는 상황이다. 하나의 신약이 실험실에서 환자에게 처방되기까지 평균 15 년에서 17 년이 소요되며, 투입되는 비용은 평균 30 억 달러(약 4 조원)에 이른다. 이는 미국 항공산업의 5 배, 컴퓨터 산업의 2.5 배에 르는 수준이다. 이 비용의 상당 부분, 약 60%에서 70%는 임상시험 단계에서 발생한다.  이처럼 천문학적인 투자와 지속적 연구개발에도 불구하고, 신약 개발의 성공 확률은 여전히 극히 낮은 수준이다. 임상 1 상에 진입한 후보물질이 최종적으로 규제 기관의 허가를 받을 확률은 평균 7.9%에 불과하다. 1 이는 인간을 대상으로 한 첫번째 임상시험을 시작한 10 개 중 9 개 이상의 신약후보물질이 실패한다는 것을 의미한다. 특히, 약물의 효능을 처음으로 환자에게서 검증하는 임상 2 상은 '죽음의 계곡(Valley of Death)'이라 불릴 만큼 가장 높은 실패율을 보인다. 임상 2 상에 진입한 후보물질 중 단 28.9%만이 다음 단계인 임상 3 상으로 나아갈 수 있다. 이러한 높은 실패율은 신약 개발 비용을 기하급수적으로 증가시키는 주된 원인이다.  또한 신약에 부여되는 20 년의 특허 기간 중 절반 이상이 연구개발(R&D) 및 허가 과정에서 소진되어, 막대한 투자금을 회수하고 수익을 창출할 수 있는 기간이 매우 짧다. 이러한 연구개발의 비효율성은 다른 산업군에서 보기 어려운 제약 산업만의 특이한 “R&D 패러독스”로 신약개발의 지속 가능성을 위협한다. 이러한 배경 속에서 인공지능(AI)은 단순히 점진적인 개선을 위한 도구가 아닌, 신약 개발의 패러다임을 근본적으로 바꿀 수 있는 혁신적인 대안으로 부상하고 있다.  신약개발 전주기에서 AI 의 진정한 가치는 단순히 초기 탐색 단계를 가속화하는 데 그치지 않는다. 신약 개발 비용의 대부분이 후기 임상 단계의 실패에서 비롯된다는 점을 고려할 때, AI 의 역할은 더욱 중요해진다. AI 는 개발 초기 단계에서 방대한 데이터를 분석하여 독성이나 약효 부족으로 실패할 가능성이 높은 후보물질을 미리 걸러내고, 성공 가능성이 더 높은 '양질의' 후보물질을 선별한다. 즉, 비용이 가장 많이 드는 임상 단계에 진입하기 전에 실패의 위험을 최소화하는 ‘선제적 대응’ 전략을 가능하게 하는 것이다. 이는 단순히 속도를 높이는 것을 넘어, R&D 투자의 효율성과 예측 가능성을 극대화하는 '지능형' 신약 개발로의 전환을 의미하며, 이것이 바로 AI 가 가져올 혁신의 핵심가치이다. 본 고에서는 주로 글로벌 동향 중심으로 AI 신약개발의 과제 및 미래 전망에 대해 알아보고자 한다. → 더 알아보기(다운로드)