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???????????????,?????????????????CAR-T(???????T???)??“?????????”??????????????

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?????“????????????”,?????????????????

???????????????????? 11 ????????????,??????????????,99.9?????????????????????CAR-T?????,???????????????????CAR-T?????????????????????????1????????????????????,??CAR-T???????,??????????????,???120????CAR-T????60??????????????????????

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

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

??????????

??70%?????????????????????60%???????????,??????????????????“????????????????”??41.3%?

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

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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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?“??????????”?????,????,????????????

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

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

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“??????????100???,?????CAR-T???,??,????????????,???????????,??????????”??,????????????,???;???????????;???????????,?????,????????????

CAR-T????

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