??|?????,“???????”???????

????:????????:??????????

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