??|???????,“???????”?????

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

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