?????,????????????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%?

????????????????,??????????,????“??????”??????????????,??,????“??????????”,?????,???

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????“???????????????”??????,?8???,????,??????????/???,????????????????????????????,???????4?????????CAR-T???????????

???????????????????,????,???????????????????29???????,????????30???????????????????????????????????,??????99.9???/????~120????/?????????????????????CAR-T????????,??

??4???????,??????????,?????????????????,??????????????,??????????,??????????????????????????CAR-T?,???????CAR-T?????????????????????????

???,CAR-T????,?“???????????????”,???“?????????????”???,????????????????????CAR-T???????????,????????????????????????????

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??,CAR-T???????,??:

?????????????????,CAR-T??????100???????????,??????“????”??????2023??????????????????1.9?????????(19.4%)??1.7?????????????????(25.3%),??????????????,??????“???????”???????????????????,?????“????????????????30???????????????”??????,??????????“????”?

???,????????????????,??????,???,?????????CAR-T????????,?,???????,??????????????????????????????????????????,?????“????????”????????????????

???????????

????????????,?????????????????CAR-T??????????????????,??“?????????,??????????”????????,?????“?????”???

?????,?????????????????????????????,????CAR-T????????????,??????????????????

?????1??,?????“??”,??,??????????????60????????????????

??????2024?,????,???????????,?????????????,?????,?????????

???:“??????????????,????,????????????????????”

?????,?????????,?,??????????“?????????”,??????????,???????????,??????,???????????,?????????,???,????????

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??????????????????????????????,??????

??????????“????????”?????????????????????????,???????????????????????????,?????????????????????????

??????,?????????,?????,????????,?????????????

“???????,??300???????????,???????CAR-T??????,CAR-T??????????????????????,??????????????,???????,??????‘?’???????,??????????????,??????,???????,??,?????????????,??;??,??????????????????,?????????,?????????????????‘??’?”???

?????“??????”????????????????????,???????????????,????????????

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????,?????????????,?????????,?????????????????????????

???????????????????????????“?????????”,???,?????????????????

??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???“???”???

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?? ?????|???????,“???????”??

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2??????95?98?????

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????,“??????????”??????????

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???????????????????,????,???????????????????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??????????????????????,??????????????,???????,??????‘?’???????,??????????????,??????,???????,??,?????????????,??;??,??????????????????,?????????,?????????????????‘??’?”???

?????“??????”????????????????????,???????????????,????????????

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????,?????????????,?????????,?????????????????????????

???????????????????????????“?????????”,???,?????????????????

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