???????|???????,“??”?????

????:400??3????:????????

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