????:2024-11-26 14:42:54 ??:????
????:???????????:???????????
??,?????????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?????????????????????????,?????????????????????“??????????????????,???”(??????? ???:??) ????????????????????????????:???????
????