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

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

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

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