?????|???????,“???????”??

????:???????:?????????

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