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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???“??”?????,???

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?????????????????????

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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???????????????????????

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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?

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