?? > ???? > ??

???????|??,“???????”?????

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

????

  • ????
  • ????