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4????????98?

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

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

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

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