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????:?????????:??????

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

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

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

???????????????,?????????????????“1+3+N”???????????,????“N”??????????,???????????????????????????????????????,??“N”??????????????,????

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

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

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

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

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

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

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

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

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

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

??????????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?????????????,?????????????????“??,??”(? ??:?????????) ???????:?????????