????:1????100??3????:??????

2????????

3????????????

4????????????

5?2023?????

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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%?

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???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???????????????????100??????,?????“????????????????????????????”???????2023????1.9???????(19.4%)????????????1.7???(25.3%),?????,?????“???”???????????,???????“??????30????????????????”???????????????,??????????????“??????”?

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

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????????1?????????????????,?????????????????????“??????????”,???,??????60????

????????????2024??,??????????????,?????????????,??????????????????,???????,?????????????????????

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

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

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

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

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

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??????100?????CAR-T??,??,??????????,???????????????????????,???????CAR-T??26??????????????,?????,??????????????????????????4??????????????????????????,??

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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??????

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