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????:2024-11-28 14:52:35 ??:????

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????????,??????????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??,???

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???????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?????,?????????????????????

??1??????,???????????????“??????????”,????,???????????????????????????60????????????

??????2024????????????????????????,?????,???????,??????????,?????????????,???

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

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

?,????????“1+3+N”?????,????????????“N”???????????????????????????,???????????????,??????“N”?,?????????

???????????,?????????????????

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

???,????,????,?????????,????

“????????????????????,????????????????????????300??????????????,???????CAR-T???????,CAR-T????????????????????????????????????,???????????,?????????,?????????????‘?????????????????’??????????,???????,??,???????,????????????,??????????????????,????;???????????????????,??????????????,?????????????????????,?????‘??????????’?”?????????

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

?,??????????,???????,???,???????????????,?????50????????,???,??,????????????????

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

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

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