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