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????:?????150??????:????????

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