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????:???????:???????????

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

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

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

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

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

?????????????????,??“1+3+N”???????????,????“N”??,????????????????????????????????????,??????????????“N”??,???

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

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

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

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

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

???????,??,?????????????????????,??,????????????????,??50??????????????????????,?,?????????????,??????????????????????????????????

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

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