???????|?????,“???????”??

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

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