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

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

3????????

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

?????????:“????????????,???,???”

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

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