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๐Ÿ“Œ์ตœ๊ทผ CMD 2026์—์„œ Novo Nordisk์˜ ์ผ๋ถ€ ๋‚ด์šฉ

๊ฒŒ์‹œ
2026.10.08 13:04
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8,993
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We're not disclosing everything, but some of the targets are already publicly available. So they are shown a few targets that we are not disclosing. But just to say, based on the unmet need, based on the growth of diabetes, there's huge value potential in diabetes still, and we intend to lead that. On the other side of the disease spectrum, there's still need for insulin innovation. We are still progressing our glucose-sensitive insulin portfolio. This is difficult.
You've heard us talk about that for a couple of years. And I cannot promise you that we'll get there at a specific time point. But I can say that right now, things are looking reasonably good. But we also know that we can do all insulin delivery, again, addressing an unmet need. We've done that before actually showing that in Phase II oral insulin was as good as subcutaneous insulin for people with type 2 diabetes.
Now from a bioavailability perspective, from a manufacturing perspective, this is actually feasible. So we intend to take oral insulin also into the development space. Across the board, the idea is that we want to address diabetes as a still unmet need. Despite all of the innovation that we've brought into diabetes, there's still a tremendous unmet need in type 2 diabetes and type 1 diabetes.

๋ชจ๋“  ๊ฒƒ์„ ๊ณต๊ฐœํ•˜๊ณ  ์žˆ๋Š” ๊ฒƒ์€ ์•„๋‹ˆ์ง€๋งŒ, ์ผ๋ถ€ ํ‘œ์ ์€ ์ด๋ฏธ ๊ณต๊ฐœ๋˜์–ด ์žˆ์Šต๋‹ˆ๋‹ค.

๋”ฐ๋ผ์„œ ์—ฌ๊ธฐ์—๋Š” ์ €ํฌ๊ฐ€ ๊ณต๊ฐœํ•˜์ง€ ์•Š๋Š” ๋ช‡ ๊ฐ€์ง€ ํ‘œ์ ๋„ ํ‘œ์‹œ๋˜์–ด ์žˆ์Šต๋‹ˆ๋‹ค. ๋‹ค๋งŒ ๋ง์”€๋“œ๋ฆฌ๊ณ  ์‹ถ์€ ๊ฒƒ์€, ๋ฏธ์ถฉ์กฑ ์˜๋ฃŒ ์ˆ˜์š”์™€ ๋‹น๋‡จ๋ณ‘์˜ ์ฆ๊ฐ€๋ฅผ ๊ณ ๋ คํ•  ๋•Œ ๋‹น๋‡จ๋ณ‘ ๋ถ„์•ผ์—๋Š” ์—ฌ์ „ํžˆ ๋ง‰๋Œ€ํ•œ ๊ฐ€์น˜ ์ฐฝ์ถœ ์ž ์žฌ๋ ฅ์ด ์žˆ์œผ๋ฉฐ, ์ €ํฌ๋Š” ์ด ๋ถ„์•ผ๋ฅผ ์„ ๋„ํ•˜๊ณ ์ž ํ•œ๋‹ค๋Š” ๊ฒƒ์ž…๋‹ˆ๋‹ค.

์งˆํ™˜ ์ŠคํŽ™ํŠธ๋Ÿผ์˜ ๋‹ค๋ฅธ ํ•œํŽธ์—์„œ๋Š” ์—ฌ์ „ํžˆ ์ธ์А๋ฆฐ ํ˜์‹ ์ด ํ•„์š”ํ•ฉ๋‹ˆ๋‹ค. ์ €ํฌ๋Š” ํ˜„์žฌ๋„ ํฌ๋„๋‹น ๊ฐ์‘ํ˜• ์ธ์А๋ฆฐ ํฌํŠธํด๋ฆฌ์˜ค ๊ฐœ๋ฐœ์„ ์ง„ํ–‰ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ด๋Š” ์–ด๋ ค์šด ๊ณผ์ œ์ž…๋‹ˆ๋‹ค.

์ง€๋‚œ ๋ช‡ ๋…„ ๋™์•ˆ ์ €ํฌ๊ฐ€ ์ด ๋ฌธ์ œ์— ๊ด€ํ•ด ์ด์•ผ๊ธฐํ•˜๋Š” ๊ฒƒ์„ ๋“ค์–ด์˜ค์…จ์„ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๊ทธ๋ฆฌ๊ณ  ํŠน์ • ์‹œ์ ๊นŒ์ง€ ์ด๋ฅผ ๋‹ฌ์„ฑํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์•ฝ์†๋“œ๋ฆด ์ˆ˜๋Š” ์—†์Šต๋‹ˆ๋‹ค. ํ•˜์ง€๋งŒ ํ˜„์žฌ ์ƒํ™ฉ์€ ์ƒ๋‹นํžˆ ๊ธ์ •์ ์œผ๋กœ ๋ณด์ธ๋‹ค๊ณ  ๋ง์”€๋“œ๋ฆด ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

๊ทธ๋Ÿฌ๋‚˜ ์ €ํฌ๋Š” ์ธ์А๋ฆฐ์„ ๊ฒฝ๊ตฌ๋กœ ์ „๋‹ฌํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ๊ฒƒ๋„ ์•Œ๊ณ  ์žˆ์œผ๋ฉฐ, ์ด๋ฅผ ํ†ตํ•ด ๋‹ค์‹œ ํ•œ๋ฒˆ ๋ฏธ์ถฉ์กฑ ์˜๋ฃŒ ์ˆ˜์š”์— ๋Œ€์‘ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์‚ฌ์‹ค ์ €ํฌ๋Š” ๊ณผ๊ฑฐ์— ์ด๋ฏธ ์ด๋ฅผ ํ•ด๋ณธ ์ ์ด ์žˆ์Šต๋‹ˆ๋‹ค.

์ž„์ƒ 2์ƒ์—์„œ ์ œ2ํ˜• ๋‹น๋‡จ๋ณ‘ ํ™˜์ž๋ฅผ ๋Œ€์ƒ์œผ๋กœ ๊ฒฝ๊ตฌ์šฉ ์ธ์А๋ฆฐ์ด ํ”ผํ•˜์ฃผ์‚ฌ ์ธ์А๋ฆฐ๋งŒํผ ํšจ๊ณผ์ ์ด๋ผ๋Š” ๊ฒƒ์„ ์‹ค์ œ๋กœ ๋ณด์—ฌ์ฃผ์—ˆ์Šต๋‹ˆ๋‹ค.

์ด์ œ ์ƒ์ฒด์ด์šฉ๋ฅ  ์ธก๋ฉด์—์„œ๋„, ์ œ์กฐ ์ธก๋ฉด์—์„œ๋„ ์ด๋Š” ์‹ค์ œ๋กœ ์‹คํ˜„ ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค. ๋”ฐ๋ผ์„œ ์ €ํฌ๋Š” ๊ฒฝ๊ตฌ์šฉ ์ธ์А๋ฆฐ ์—ญ์‹œ ๊ฐœ๋ฐœ ๋‹จ๊ณ„๋กœ ์ง„์ž…์‹œํ‚ค๊ณ ์ž ํ•ฉ๋‹ˆ๋‹ค.

์ „๋ฐ˜์ ์œผ๋กœ ์ €ํฌ์˜ ๋ชฉํ‘œ๋Š” ์—ฌ์ „ํžˆ ๋ฏธ์ถฉ์กฑ ์˜๋ฃŒ ์ˆ˜์š”๊ฐ€ ์กด์žฌํ•˜๋Š” ๋‹น๋‡จ๋ณ‘์— ๋Œ€์‘ํ•˜๋Š” ๊ฒƒ์ž…๋‹ˆ๋‹ค. ์ €ํฌ๊ฐ€ ์ง€๊ธˆ๊นŒ์ง€ ๋‹น๋‡จ๋ณ‘ ๋ถ„์•ผ์— ๊ฐ€์ ธ์˜จ ์ˆ˜๋งŽ์€ ํ˜์‹ ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ , ์ œ2ํ˜• ๋‹น๋‡จ๋ณ‘๊ณผ ์ œ1ํ˜• ๋‹น๋‡จ๋ณ‘์—๋Š” ์—ฌ์ „ํžˆ ๋ง‰๋Œ€ํ•œ ๋ฏธ์ถฉ์กฑ ์˜๋ฃŒ ์ˆ˜์š”๊ฐ€ ์กด์žฌํ•ฉ๋‹ˆ๋‹ค.

์กฐํšŒ8,993ํฌ์›Œ๋“œ51ํ…”๋ ˆ๊ทธ๋žจ์—์„œ ๋ณด๊ธฐ