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

2?????????

3??????

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