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Redburn sees growth potential for Legend Biotech stock on Carvykti demand

EditorEmilio Ghigini
Published 10/08/2024, 04:36 PM
LEGN
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Tuesday, Redburn-Atlantic initiated coverage on Legend Biotech Corp. (NASDAQ: LEGN) stock, a commercial-stage biotechnology company, with a Buy rating and an $86.00 price target.

The firm's analyst highlighted the company's recent advancements, including the approval of its marketed product, Carvykti, for the treatment of multiple myeloma (MM).

Legend Biotech has achieved recognition for Carvykti, a B-cell maturation antigen (BCMA) chimeric antigen receptor (CAR) T-cell therapy. This therapy has shown best-in-class clinical data among approved BCMA CAR-T cell therapies. Carvykti has recently received approvals for the treatment of earlier-line (2-4L) MM, indicating progress in its clinical applications.

The demand for CAR-T therapies is robust in global major markets, with approximately 154,000 patients eligible for CAR-T therapy. CAR-T therapy is a personalized treatment that involves genetically modifying a patient's T cells to target and destroy cancer cells. Legend Biotech's Carvykti represents a significant development in this innovative field of medicine.

Legend Biotech's position in the market is bolstered by the strong demand for advanced cancer treatments and the company's ability to meet these needs with Carvykti. The approval for earlier-line MM treatment has the potential to expand the patient base for Legend Biotech's product.

The $86.00 price target set by Redburn-Atlantic reflects confidence in Legend Biotech's growth prospects and the anticipated success of Carvykti in the treatment of MM. This valuation is based on the company's current market position and the expected demand for its CAR-T therapy.

InvestingPro Insights

Legend Biotech's recent coverage initiation by Redburn-Atlantic aligns with several key financial metrics and insights from InvestingPro. The company's revenue growth is particularly noteworthy, with InvestingPro data showing a substantial 176.93% increase in the last twelve months as of Q2 2024. This impressive growth rate supports the positive outlook on Carvykti's market potential and the expanding patient base for CAR-T therapies.

However, investors should be aware that Legend Biotech is currently not profitable, as indicated by InvestingPro Tips. The company's operating income margin stands at -81.89%, reflecting the significant investments typically required in the biotechnology sector, especially for companies with recently approved products.

Despite these challenges, analysts remain optimistic about Legend Biotech's future. An InvestingPro Tip highlights that analysts anticipate sales growth in the current year, which aligns with the expected increase in Carvykti's adoption for multiple myeloma treatment. Additionally, the company's strong liquidity position, with liquid assets exceeding short-term obligations, provides financial flexibility to support ongoing research and development efforts.

For investors seeking a more comprehensive analysis, InvestingPro offers 5 additional tips that could provide further insights into Legend Biotech's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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