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