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??,??????CAR-T(????T?????)???????“????”?????????????????

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

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

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

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

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

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