Legend Biotech Gestione
Criteri Gestione verificati 1/4
Legend Biotech Il CEO è Ying Huang, nominato in Sep2020, ha un mandato di 5.75 anni. possiede direttamente 0.067% delle azioni della società, per un valore di $ 3.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.6 anni e 3.8 anni.
Informazioni chiave
Ying Huang
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 5.8yrs |
| Proprietà del CEO | 0.07% |
| Durata media del management | 1.6yrs |
| Durata media del Consiglio di amministrazione | 3.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 09
LEGN: Future CARTITUDE And In Vivo Data Will Test Lofty Expectations
Analysts have lifted their blended price targets for Legend Biotech into a higher $40 to $60 range, citing encouraging early LB5006 data, continued Carvykti momentum, and an updated long-term P/E assumption of about 60x as key supports for the new view. Analyst Commentary Recent research commentary on Legend Biotech has centered on two key themes: early LB5006 data and the ongoing Carvykti rollout.Seeking Alpha • Jun 03
Legend Biotech Jumps 42% On New Data -- Here's What Comes Next
Summary Legend Biotech (LEGN) remains a buy as Carvykti's earlier-line use drives superior efficacy, safety, and manufacturing success, signaling a structural shift in multiple myeloma therapy. Recent CARTITUDE-4 data show earlier Carvykti use extends progression-free and overall survival, with Parkinsonism rates falling below 1%, reinforcing its clinical and commercial momentum. LB2102's early Phase 1 results in solid tumors, with up to 28.6% ORR and manageable toxicity, offer promising optionality beyond hematologic cancers, though confirmation in larger trials is needed. LEGN trades at 3.0x forward EV/sales, with consensus expecting 300%+ EPS growth by 2027 as Carvykti adoption accelerates and pipeline optionality remains underappreciated. Read the full article on Seeking AlphaAggiornamento della narrazione • May 26
LEGN: Future Trial Data And Capacity Expansion Will Shape Risk And Opportunity
Analysts have lifted the fair value estimate for Legend Biotech from $21.00 to $27.00, citing higher assumptions for revenue growth and profit margins as recent price target changes and views on Carvykti's commercial traction are incorporated into updated models. Analyst Commentary Recent research updates on Legend Biotech reflect a mix of optimism around Carvykti and a more measured stance on valuation, execution, and long term growth potential.
Aggiornamento della narrazione • May 03
LEGN: CARTITUDE 5 And In Vivo Pipeline Will Drive Future Upside Potential
Legend Biotech's analyst fair value estimate has been reduced by $5 to $86, as analysts factor in slightly higher risk, more measured revenue and margin assumptions, and modestly updated price targets following recent research and Q4 commentary. Analyst Commentary Bullish analysts are trimming price targets by small amounts rather than making wholesale changes, which points to a more measured reset in expectations rather than a clear shift in sentiment.
Aggiornamento della narrazione • Apr 18
LEGN: Future Returns Expected From Execution On Multiple Myeloma Opportunity
Analysts have trimmed Legend Biotech's average price targets by a few dollars to a range that includes $49 and $62, as they factor in updated Q4 data, expectations for upcoming CARTITUDE-5 and in vivo readouts, and ongoing debate around Carvykti's market share and long term sales potential. Analyst Commentary Bullish Takeaways Bullish analysts highlight a gap between Legend Biotech's share price and what they see as the underlying business fundamentals, which they view as supportive of higher long term value than the current market valuation implies.Aggiornamento della narrazione • Apr 04
LEGN: Future Returns Expected From Multiple Myeloma Franchise Execution
Analysts have trimmed their average price target for Legend Biotech by $1, with updated models reflecting slightly lower fair value, revenue growth, profit margin, and future P/E assumptions, while still citing ongoing execution on the Carvykti franchise and upcoming CARTITUDE-5 and in vivo data as key supports for the long term thesis. Analyst Commentary Recent Street research around Legend Biotech highlights a mix of optimism on execution and concerns around valuation, competition, and share price volatility.Aggiornamento della narrazione • Mar 20
LEGN: Future FDA Guidance And Trial Readouts Will Support Long-Term Upside
Analysts have slightly trimmed Legend Biotech's average price targets, typically by $1 to $4, as they recalibrate expectations around revenue growth while still citing Carvykti execution, large multiple myeloma demand, and upcoming clinical and regulatory milestones as key supports for the investment case. Analyst Commentary Recent Street research around Legend Biotech shows a mix of confidence in the Carvykti opportunity and a more cautious tone around valuation, competitive risk, and execution.Aggiornamento della narrazione • Mar 06
LEGN: Future Profitability Expected From Lead Cell Therapy Platform Despite Recent Downgrades
Analysts have trimmed their price targets on Legend Biotech, with the updated fair value moving from about $64.73 to $58.70 as they factor in slightly lower revenue growth and profit margin assumptions, as well as recent rating changes and target cuts from several firms, alongside mixed but constructive regulatory commentary. Analyst Commentary Recent research on Legend Biotech reflects a split view, with some analysts focusing on long term growth potential and others concentrating on execution risks and shorter term uncertainty.Aggiornamento della narrazione • Feb 20
LEGN: FDA Guidance And Cell Therapy Data Will Support Long-Term Upside
The analyst price target for Legend Biotech has been revised from $54.82 to $21.00, as analysts factor in more conservative assumptions on revenue growth, profitability and valuation following several downgrades and target cuts, even as some still highlight supportive regulatory signals and long term potential for its CAR T franchise. Analyst Commentary Recent Street research around Legend Biotech has shifted toward a more cautious tone, with several bearish analysts trimming expectations and revisiting their assumptions on growth, profitability and valuation.Articolo di analisi • Feb 06
Why Investors Shouldn't Be Surprised By Legend Biotech Corporation's (NASDAQ:LEGN) 26% Share Price Plunge
Unfortunately for some shareholders, the Legend Biotech Corporation ( NASDAQ:LEGN ) share price has dived 26% in the...Aggiornamento della narrazione • Feb 06
LEGN: Future Profitability Expected From Flagship Therapy Despite Recent Rating Caution
Analysts have trimmed their average price target on Legend Biotech by about US$8, reflecting more cautious assumptions on revenue growth and profit margins, partly offset by a higher future P/E, ongoing confidence in Carvykti, and supportive regulatory signals. Analyst Commentary Recent research reflects a mix of optimism around Carvykti and concern about valuation, competition, and execution risk, which together help explain the pullback in average price targets.Aggiornamento della narrazione • Jan 23
LEGN: CAR T Franchise And Supportive FDA Guidance Will Shape Upside Potential
Analysts have trimmed their fair value estimate for Legend Biotech to US$91 from US$94, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E following recent target cuts, a downgrade, supportive FDA draft guidance and a fresh Outperform initiation. Analyst Commentary Recent Street research on Legend Biotech presents a mixed picture on rating and price targets, but there are some clear positive threads that matter for you as an investor.Aggiornamento della narrazione • Jan 08
LEGN: Future Profitability From Flagship Therapy Expected To Drive Share Upside
Narrative update on Legend Biotech The analyst price target for Legend Biotech has been nudged up by about US$0.17, with analysts citing refined assumptions on revenue growth, profit margin and future P/E, supported by recent positive Street research, including an Outperform initiation and an Overweight reiteration with adjusted targets. Analyst Commentary Analysts are updating their views on Legend Biotech around recent coverage initiations and target changes, with a focus on how Carvykti adoption, competition, and execution could feed through to valuation and future profitability.Aggiornamento della narrazione • Dec 25
LEGN: Future Margin Improvement Will Drive Upside From Current Levels
Analysts have modestly reduced their price target on Legend Biotech, trimming fair value by about $2 to roughly $72 per share as they factor in slightly lower profit margin and revenue growth expectations, partly offset by a marginally higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the new $90 target as still implying meaningful upside from current levels, indicating continued confidence in the company’s long term growth trajectory.Articolo di analisi • Dec 11
Investors Don't See Light At End Of Legend Biotech Corporation's (NASDAQ:LEGN) Tunnel And Push Stock Down 26%
The Legend Biotech Corporation ( NASDAQ:LEGN ) share price has fared very poorly over the last month, falling by a...Aggiornamento della narrazione • Dec 11
LEGN: Late Stage Pipeline Execution Will Drive Future Market Expansion
Analysts trimmed their price target on Legend Biotech by $4, to $90 from $94. This reflects slightly higher discount rate assumptions and marginally softer long term revenue growth expectations, while profit margin and valuation forecasts remain stable.Aggiornamento della narrazione • Nov 27
LEGN: Global Listing Pursuits Will Drive Future Market Expansion
Legend Biotech's analyst price target was revised downward by $4 to $90, as analysts adjusted their forecasts following the company's Q3 report and changes in key financial assumptions. Analyst Commentary Following the recent adjustment to Legend Biotech's price target, analysts have highlighted several positive and negative factors influencing their outlook on the company.Aggiornamento della narrazione • Nov 12
LEGN: Rising Global Demand Will Drive Franchise Expansion Beyond the U S
Analysts have raised their price target for Legend Biotech from $55 to $66, citing the stronger-than-expected uptake of Carvykti and its growth as a leading CAR T-cell therapy franchise. Analyst Commentary Analyst reactions to Legend Biotech’s recent performance highlight both promising developments and areas for measured caution.Aggiornamento della narrazione • Oct 29
Market Momentum and Global Listing Plans Will Drive Significant Upside Potential
Narrative Update on Legend Biotech Analysts have slightly reduced their price target for Legend Biotech, lowering the fair value estimate from $76.00 to $75.06. This change reflects updated expectations around Carvykti’s ongoing market momentum and its potential as a multi-billion-dollar franchise.Aggiornamento della narrazione • Oct 14
Next Generation Cell Therapy Will Expand Global Patient Access
Narrative Update on Legend Biotech The analyst price target for Legend Biotech has edged slightly lower to $75.99 from $77.46, as analysts reassess long-term earnings and revenue growth forecasts while maintaining optimism around the commercial trajectory of Carvykti. Analyst Commentary Recent research has highlighted both the substantial opportunities and potential risks in Legend Biotech’s outlook, particularly in relation to the trajectory of Carvykti and long-term business execution.Aggiornamento della narrazione • Sep 10
Next Generation Cell Therapy Will Expand Global Patient Access
Analysts raised Legend Biotech's price target slightly to $77.46, citing growing conviction in Carvykti's commercial success and the company's strengthening leadership in cell therapy, which supports expectations for sustained growth. Analyst Commentary Carvykti has rapidly become the most successful CAR T-cell therapy on the market.Articolo di analisi • Aug 04
Here's Why Legend Biotech (NASDAQ:LEGN) Can Manage Its Debt Despite Losing Money
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Jun 14
There's Reason For Concern Over Legend Biotech Corporation's (NASDAQ:LEGN) Massive 32% Price Jump
Those holding Legend Biotech Corporation ( NASDAQ:LEGN ) shares would be relieved that the share price has rebounded...
Nuova narrazione • May 01
Expanding Facilities In Belgium And New Jersey Will Boost Reach
Expanded manufacturing and outpatient approval are set to increase supply and streamline distribution, potentially boosting net margins and revenue.Seeking Alpha • Mar 11
Legend Biotech's Carvykti Is Taking Off, And It's Still Early (Rating Upgrade)
Summary Despite initial caution, Carvykti's sales surged, reaching $334M in Q4 2024, driving Legend Biotech Corporation to net income and solidifying its market position. Legend's financial health is robust, with $286.749M in cash and a current ratio of ~5, ensuring liquidity and a cash runway into mid-2028. Carvykti outperforms competitors like Abecma, with potential expansion into earlier lines of multiple myeloma treatment, though risks like side effects remain. LEGN stock is undervalued given Carvykti's success, presenting a compelling investment opportunity in a cautious market, despite potential risks and competition. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Top 5 Commercial Biotech Buyout Candidates: Legend Biotech (No. 4)
Summary Legend Biotech is a commercial-stage biotech company specializing in innovative cell therapies, with a strong pipeline and global R&D presence. LEGN's flagship product, CARVYKTI, has received multiple regulatory approvals and shows significant sales growth, with potential peak sales of at least $3B. The company has an impressive pipeline (with 11 non-CARVYKTI related programs), high growth rates, and strong liquidity stance with $1.2B in cash, ensuring funding into 2026, and low dilution risk. Strategic collaborations with Johnson & Johnson and Novartis enhance LEGN's growth prospects, making it a potential acquisition target. These two might be the natural bidders, but we don't rule out other suitors. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Legend Biotech: The Story Brightens
Summary Legend Biotech's Carvykti, a CAR-T therapy, has shown significant sales growth since being launched in 2022. The company has some $1.2 billion in cash on its balance sheet and losses are projected to fall dramatically in coming years as revenues soar. Analyst firms are quite optimistic on Legend, with nine analyst firms issuing Buy ratings since Q3 numbers were released with price targets between $73-$94 a share. An updated analysis around Legend Biotech follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Legend Biotech: Entering Accelerated Growth Phase, Carvykti Positions Company For Valuation Expansion
Summary Carvykti, a CAR-T therapy co-developed by Legend Biotech & J&J, is central to second-line multiple myeloma treatment. Both firms are actively scaling up production across bases. Carvykti sales surged 60% YoY, reaching US$343 million in 1H2024, forecasting US$1 bilion+ for the full year. Rumors since July claim Legend Biotech faced a takeover bid, with fresh whispers of pricing disputes in negotiations this week. Legend Biotech's valuation is conservative relative to its market value to peak sales ratio, suggesting potential for significant appreciation in the future. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Legend Biotech's Promising CAR-T Therapies Face Valuation And Cash Burn Challenges
Summary Legend Biotech develops CAR-T therapies for hematologic malignancies and solid tumors, aiming to revolutionize cancer therapies. Carvykti, LEGN's commercial product, is a BCMA-directed CAR-T cell therapy with promising results in multiple myeloma, FDA-approved for patients with at least one prior line of treatment. The company’s diverse product pipeline includes autologous and allogeneic therapies targeting various cancers, and it has significant collaborations with Janssen Biotech and Novartis. Unfortunately, LEGN faces structural unprofitability despite its promising products, facing valuation concerns that taper my optimism. Overall, I rate LEGN stock a "hold" due to its promising CAR-T technology being overshadowed by structural unprofitability and its valuation. Read the full article on Seeking AlphaSeeking Alpha • May 14
Legend Biotech's Carvykti Faces Stiff Challenges Despite Advances
Summary Legend Biotech Corporation reported lower-than-expected Q1 earnings, reflecting struggles in Carvykti’s revenue generation despite strong market potential. Carvykti, despite superior indications compared to competitors, is hindered by high toxicity and complex manufacturing processes. Legend retains a strong liquidity position, with a cash runway extending potentially into breakeven. Recommend maintaining a cautious hold on Legend Biotech shares, acknowledging the potential upside but tempered by significant therapy-associated risks. Read the full article on Seeking AlphaSeeking Alpha • Mar 15
Legend Biotech: AdCom Documents Shed Light On Carvykti's Problems (Downgrade)
Summary Legend Biotech's share price is little changed despite concerns raised by the FDA in AdCom briefing documents. The increased rate of early deaths in the CARTITUDE-4 trial could reduce the use of Carvykti in later lines of multiple myeloma. Carved out data in earlier lines of multiple myeloma point to much lower potential in earlier lines of multiple myeloma. With these new data in mind, Legend Biotech no longer appears like an attractive investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Legend Biotech: Solid Traction With Carvykti Rollout
Summary Today, we take a look at Legend Biotech Corporation, a commercial-stage biopharmaceutical company focused on developing cell therapies for oncology and other indications. The company has one approved product on the market, LCAR-B38M, for the treatment of multiple myeloma. This product is a potential blockbuster and also known as Carvykti. Most analyst firms are positive about Legend Biotech's prospects, with price targets ranging from $85 to $100 per share. The company also inked a new licensing deal with Novartis in November. An investment analysis of Legend Biotech Corporation follows in the paragraphs below. Read the full article on Seeking AlphaAMMINISTRATORE DELEGATO
Ying Huang (53 yo)
5.8yrs
Mandato
Dr. Ying Huang, Ph D., is Chief Executive Officer of Legend Biotech Corporation since November 06, 2020 and serves as its Director since December 2021. Dr. Huang is Director of Third Arc Bio, Inc. He had b...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 5.8yrs | Nessun dato | 0.067% $ 3.9m | |
| Chief Financial Officer | less than a year | Nessun dato | Nessun dato | |
| Vice President of Finance | less than a year | Nessun dato | Nessun dato | |
| General Counsel | 2.6yrs | Nessun dato | Nessun dato | |
| Global Compliance Officer | less than a year | Nessun dato | Nessun dato | |
| President of Research & Development | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Global Manufacturing & Supply | 2.6yrs | Nessun dato | Nessun dato | |
| President of CARVYKTI® | 1.6yrs | Nessun dato | Nessun dato | |
| Manager of Investor Relations & Corporate Communications | no data | Nessun dato | Nessun dato | |
| Senior Manager of Investor Relations | no data | Nessun dato | Nessun dato |
1.6yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di LEGN non è considerato esperto (durata media 1.6 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 4.5yrs | Nessun dato | 0.067% $ 3.9m | |
| Member of Strategic Advisory Board | 3.2yrs | Nessun dato | Nessun dato | |
| Independent Director | 6.1yrs | Nessun dato | 0.0097% $ 566.7k | |
| Independent Director | 6.1yrs | Nessun dato | 0.015% $ 891.1k | |
| Independent Director | 3.8yrs | Nessun dato | 0.0029% $ 168.6k | |
| Independent Chairman | 3.8yrs | Nessun dato | Nessun dato | |
| Director | 11.1yrs | Nessun dato | 0.045% $ 2.7m | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Member of Strategic Advisory Board | 3.2yrs | Nessun dato | Nessun dato | |
| Independent Director | 5.5yrs | Nessun dato | 0.017% $ 986.5k | |
| Independent Director | 3.8yrs | Nessun dato | 0.0091% $ 534.5k | |
| Lead Independent Director | 1.8yrs | Nessun dato | Nessun dato |
3.8yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LEGN sono considerati esperti (durata media dell'incarico 3.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/09 08:10 |
| Prezzo dell'azione a fine giornata | 2026/06/09 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Legend Biotech Corporation è coperta da 30 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Huidong Wang | Barclays |
| Etzer Darout | Barclays |
| Rick Bienkowski | Cantor Fitzgerald & Co. |