?????????????,??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%?

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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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????:“??????????????????,???????,??”

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

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

“?????,???300????????,?????????CAR-T?????????,CAR-T???????????????????,???,?????????????????,??‘??????????????’????????,????,??????????,???????????,??????????????????????????,??????????,??????????;?????????????,?????????,?,?‘?????????????????’?”????????????

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????100??????????CAR-T????????,??,????,??????????????,????CAR-T??????????26????????????????,???????????????,??4???????????,?????????????????

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“?????????100??????,??????????CAR-T??,???,????????????,??????????????????????????????????,?????????????”??????,??????????,??;???????????;???,???????????,?????????????

CAR-T??

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????????????CAR-T??,???????????,???????,???????????????????CAR-T?????????????????,????????????????????????,??????????????

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“??CAR-T????????50%~70%??????”?CAR-T?????

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

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3?????600

4????????

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

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8??,??,?????????CAR-T?????????????????????6???????????????????????????????????CAR-T???????“???????”????,?????,??????????“???”??????,???????????????“??”????????“????”????????,??

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?????

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

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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???,????

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

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????:“??????????????????,???????,??”

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

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

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

“?????,???300????????,?????????CAR-T?????????,CAR-T???????????????????,???,?????????????????,??‘??????????????’????????,????,??????????,???????????,??????????????????????????,??????????,??????????;?????????????,?????????,?,?‘?????????????????’?”????????????

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

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

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