?? ??|???????,“?????”???????
????:1???????:?????????
2?????
3???11?????
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???????????????????,“???????????”?????
??®(??????????????)??????????,?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????????,???“??????????,???”(?????????? ????????:???????????????) ?????????????:???????????