????:1?????????:??????

2???????????

3?????600?????

4??????????

5?????????

???????,????CAR-T(??T???????)???????“???????????”???????????????

CAR-T??,??:??????????,?????????“???”???????????????“??????????,???????????????”??,??????????????????,??

?????“???????????????”,????????

?????? 11 ???????,??????,99.9??????????CAR-T?????,?????????????????CAR-T??????????????1?????????????,?????????????CAR-T????????????????????,????????,?120????????????????CAR-T????????????????60????????????????

8???????????????????????????,??,?????????CAR-T??6????????????CAR-T??????????“???????”??????????????????????,?????,????????????????????“???????????????????????”????,??????????“????”?“????”?????????????,????????????

?????,??????????????????:??????????????“????????”???“?”?????????,???CAR-T?????“??????????”???????,???????

???????,??“??????????????????????????”?????????????????,??????????????????????,CAR-T?,???

??

?????????????70%????60%????????,???????“?????????????????”???????????????41.3%?

????,???????????,??“???”?????????????????????????,??,????????????“???????????????????”,?????????,?????????

???????????CAR-T??,“???????”??

??????®(??)??????????????,??2021??,???,???????????????????????????,?????????

?????????“??????????”????????????????????????,??????8?????,??,?????/???????,??????????????,??????4??CAR-T????

???,??????????,??29??,????????30????????????????????????????????,??????????????99.9??????????????/???~120???/??????????????CAR-T?,???????????????

??4???,????,???????????????,???????,???????????????????,??CAR-T????????????????,????????CAR-T???

????????????,CAR-T????,?????“?????”,???????“????????”?,????????????????????CAR-T???????,????

?????,????????,???????????

?????«???»?????,???,????????“??”????????????????????,???????“???????”??????,??????????????????

?,CAR-T?????????????????????,???????:

???????????,CAR-T??100??,????????“?”?????????????2023????????????????1.9????????????(19.4%)????1.7????????????(25.3%),????????????????????????????????,???????“???????????”?????,???????????“??????????????????30???”???????????????,??????????????“????”?

?,?????????,???,????????,????????????????????CAR-T????????,???,??,??????????????????????????????,???“??”???

????????????

????????,??????CAR-T?????????????,???“??????????????????,??”??????????,???“???????”??????????

???????????,???????????????????????????????????,?????????????????????CAR-T????????,?????????????????????

????1??????????,???????????????????“?????????”,?????,?????????60?????????????????

?????????????2024??????,?????????????,??,?????????????????????,???,?????????

????????:“?????????????,???????????,????????”

??????????????????,??????????????,????????,??“?”,??????,????????????????????????,???????????,??????????,???????????,?????,???????

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??????????“???????”??,?????????????????,????

????,??????????,???????,????,?????

“????????????????????????????,???????????????300??????,????CAR-T??????????????????????????????,CAR-T???????????????????,????????????,?????,??????????‘??????????????????’????????????,????????,??,??,????,????????????????????????,??????????????;?????????????????,????????????????????,???????,??????‘???’?”???

????????“??”?????????????,?????????,??????????????????????

??????????,???????????,??????????????????????,?????????,????????????????????????????????,???????????50?????????????????????????????????????,?????????????????????????,??????????,??????????????

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???????“???????????????”,????????????????,???????????????

??100??CAR-T???????,????????????,??????????????????????,??????????????????????,??CAR-T????26??????????????????,?????????????,???4?????????????????,???????????

?“????????????”,???,?????????????,?????????????????????

“????????????100?,?????CAR-T??????????????????????????,?????????????,????????????????????????,????????,???????????????????”???,??????????,?????????;??????????????????;????????,????????????????????,???

CAR-T?

??CAR-T??,?????????:CAR-T??????????????????CAR-T????????????

??????????CAR-T??????????,??????,?????????????????,????CAR-T?????,????????????????????,???????????????????

?????,????“??????????????”??,??????????,??,?“??”????????,????????,?????????????????????????????CAR-T?????,????,?????????

????????????,CAR-T????????????,??????????DRG/DIP????,?????????“???????????????????????????”????????,?????????????????“?????????????????????,?,???”??????????

????????????????,“??????????”???,???“?????????????????”???????????????????,????????????CAR-T???

“?CAR-T??????????????????????????50%~70%??????????????????”??CAR-T???

??????????,??CAR-T??????,???????,??????,????????????????????????CAR-T???4.3??????,???????CAR-T????????

???,????,CAR-T??????,??,?????CAR-T????????????????????

?????CAR-T?????????,??PD-1???????,CAR-T??????????????????,????,??????,??????????,?????,?????????????????????,????????????????????

???????????????2024?????????????????3???????????????????????????1?????CAR-T??????(???????????????)??,????? CAR-T???11 ???????,??6????

?????????????????????“2025-2030??(CGT)????”?,??????????,?????????CAR-T????????????????????????,2023??20%,??184?????,???????168?????????????????????

????????,???????????,??CAR-T?????????????????????????????????????“??????”?????

?,2032??????CAR-T????885.2??????,????????????“??????,????”(???? ?????????????:??) ????????????????:???