?? ??|???????,“?????”???????
????:1???????:??????
2??????????
3??????????
4???????
5???????3000
??????????,????????????????????????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????????????????,????“??,??????????????????????”(??????? ?????????????????:??????????) ???????????????????:????????????????????????????