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

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

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

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??

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

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

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

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

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

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

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

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

CAR-T?????

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

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

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

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2???????150????

3???????

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

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

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

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??????????

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??CAR-T??,“????”??????

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

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

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??

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

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

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

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

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

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

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

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

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

CAR-T?????

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

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