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

2??????

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4?????????????

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

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

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

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

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

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