????:1??????????:???????????

2??????150??????

3?????

4?????????

5?????100?

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CAR-T??,??:???????????,?“???”???“????????,???????”???????????????,?????????????????????????,???????

?????????“??”,????

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8???,?????,???????CAR-T?????????????6????????????????????CAR-T?“????????”????????,?,??????“?????????????”???,?????????????????“????????”???????????“????????”?????????,????

???????????,???????:?“????????????????????????”??????“????????????”?????????????????????????,?????????CAR-T????????????????????????????“?????”??,???

??????,?“??????”???????????,?????????????????,CAR-T????,??????????????????????

?????

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????????????????????CAR-T???,“????????????????????”???????

???®(??????)???????,????????????????2021?????,????,??????????????,??????????

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????,???????,???????????????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?????????????????????????????????????,??,??????,???‘??????’???????????,??,??????????????,????????????,??,??,??????????????;??????,??????????????????,??,????????????????????‘??????????????’?”???????????????

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

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

“???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????

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???????,???????????????,CAR-T????,??????,??CAR-T???????

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