나종천 강스템바이오텍 대표 "경쟁사와 차별점은 구조개선" [현장+]

OSCAR's competitive advantage lies in demonstrating structural cartilage improvement and single-injection convenience—capabilities competitors lack—positioning it distinctly in the osteoarthritis treatment market. The company's global licensing-out strategy accelerates after July's Phase 2a results, using FDA pre-IND meetings to validate domestic data and reduce partners' development timelines and costs. Near-term profitability depends on organoid service revenue, while meaningful OSCAR commercialization remains beyond 2030.