???????|?????,“??”???????

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

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