[클리니컬 히스토리] SK바팜, 세노바메이트 제형 확장…美 지배력 강화

SK Biopharm's expansion of Cenobamante into oral suspension represents a regulatory shortcut to defend market share as competitive pressures intensify, avoiding costly clinical trials through established approval pathways. However, this exposes a critical vulnerability: Cenobamante accounts for 96.7% of company revenues, leaving SK Biopharm dependent on optimizing a single product rather than driving genuine innovation. With competitor clinical results anticipated throughout 2026, this formulation strategy underscores the urgent need for second-product acquisition to mitigate dangerous revenue concentration.