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

2??????

3?????98?

4??????????

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