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

2???95???????

3???100????????

4?????v

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