?? ???????|?????,“???????”??
????:1????????:?????2024
2???????????
3????????95?98?
4????????92
5?????
??????????????,????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????????????????????????????????????,????“??,???????”(?? ?????:????????) ???????????:????