???????|?????,“??”???????

????:??????:?????????

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