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

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

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

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

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

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

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