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????:100?3????:????

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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%?

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

??????????CAR-T????,“????”?????????????

??®(????)??????,?????????????????2021????????????????????,???,????????????,??

??????????????????“???????????”???????????????,????8????????,??????????????????????????,????/?????,????????????????,???????4???????????CAR-T??????????????

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

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

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