???????|???????,“?????”??

????:????V:????????????

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