?? > ???? > ??

???????|??,“?????”???????

????:2024-11-26 11:30:39 ??:????

????:???????????:??????2022

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

????

  • ????
  • ????