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

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

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

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

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

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

CAR-T?????

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

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

?? ???????|??,“?????”???????

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

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

????????????«?????????????»???,?????,?????????????“?”?????????????????????,???????????“???????????”?,??????????????????????????

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