??|?????,“???????”???????

????:????30?:????9598?

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