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

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

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

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

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??????,CAR-T???,???????????????????DRG/DIP???,??????????????????????????“?”???,??????“?????????????????,?????????????,???????????”???

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

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

???,?????????????????????CAR-T?????,????????????????????,?,???????????????CAR-T?????????4.3????????,?????????CAR-T?????????

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

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

?? ???????|?????,“???????”??

????:1?????????:?????????

2?????????

3??????????

4?????????

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

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

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

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

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

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

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

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

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

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