????:1????95????:????????????

2??????????

3?????

4?????KTV??

5???????????

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

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??? 11 ???????,????????????????????????,99.9???????CAR-T???????????,?CAR-T???????????????1?????????,???CAR-T???????,???????????,???????????120????????CAR-T?????????????60???

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

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

????????????????????

??????????70%?60%?????????,???????????????“??????????”??????41.3%?

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????????®(??????)???????????,??2021?????????????????????????,???????,???????????????????????????,???

??????“???????????”??????????????,???????8??,???????????,?????????????????/?????,??????,?4?CAR-T???

??,????????,????????????????29??????????,??????30??????????????,??99.9????????/????????????~120?????/??CAR-T???,?????????????????

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

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

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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????????

?????2024?????????,??????,???,????????????????,?????????,??

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???,?????

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

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

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

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????????,?,????????????????????????,????,?????????????????????????????????,????50?????,??????????,??,?????????????

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