?? ?????|???????,“??”???????
????:1???????:?????????
2????????
3???100?1???
4???????
5???95?
?????????,??????????????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????????????????????????,?????????????“?,???”(?? ???:???????) ??????:??????????