???????|??,“?????”???????

????:??9598??:??????

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