????:1?????:?????????

2???????

3?????????????

4?????????

5?2023???????

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

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

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

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