????:1???????150??:??????

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

3?????????

4??????????

5?????200??vx????

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

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

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

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

?????

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

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

???1??,??“??????”,???????????,????????????60????

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

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

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

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

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

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

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

CAR-T??

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??????????????,CAR-T??????????,????DRG/DIP??,?????????“????”????,???“??,??????????,?????????????????”???

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

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

????????????,?CAR-T???????,???????????????????????????????,?????,????????????????????CAR-T???4.3??????????,?CAR-T??

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

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