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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????????????????,“?????”??????????

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