?? ?????|???????,“??”???????
????:1?????:???????50???
2????????
3??????????
4??????????????
5????????6???
???????????,???????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?????,???????“???????????,?????????”(???????????? ??????:??????????) ????????:???