Legend Biotech

LEGN

Market cap $3.8B

Legend Biotech Corporation (LEGN) Q4 2025 Earnings Call Transcript

SOMERSET, N.J., March 10, 2026 (GLOBE NEWSWIRE) -- Legend Biotech Corporation (NASDAQ: LEGN) (Legend Biotech), a global leader in cell therapy, today reported financial results for the fourth quarter and year ended December 31, 2025, and key corporate highlights.

The portfolio meaningfully outperformed the MSCI EAFE Small Cap Growth Index but modestly lagged the blend MSCI ACWI ex USA SMID Index. Our portfolio, which has a structural growth orientation, has no exposure to these cyclical, capital-intensive and highly regulated market segments. On an individual company basis, Metso, Celcuity and LivaNova were the largest Q4 contributors.

From a sector perspective, strength within Industrials and Information Technology offset relative weakness in Health Care. The October earnings report reinforced confidence in Comfort Systems' ability to convert a strong backlog and increasingly sophisticated project mix into sustained earnings growth. We did not make any adjustments to the position and continue to believe that the market opportunity remains robust.

Legend Biotech Corporation (LEGN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.

Terns Pharmaceuticals shares jumped as much as 50% on news that cancer cell counts fell over 99% in nearly three-fourths of leukemia patients treated with the firm's once-daily pill.

SOMERSET, N.J., Dec. 06, 2025 (GLOBE NEWSWIRE) -- Legend Biotech Corporation (NASDAQ: LEGN) (Legend Biotech), a global leader in cell therapy, today announced new long-term clinical and translational data for CARVYKTI® (ciltacabtagene autoleucel; cilta-cel) from the CARTITUDE-1 and CARTITUDE-4 studies in relapsed / refractory multiple myeloma (RRMM) patients. In triple-class-exposed patients who had received three prior lines of therapy, a median progression-free survival (mPFS) of 50.4 months was observed following a single infusion of CARVYKTI®. This represents one of the longest PFS outcomes reported for a BCMA-targeted CAR-T cell therapy in this heavily pretreated population.

Following Legend Biotech's solid financial results for Q3, its average PT rose to $74.90, which implies an upside of about 171.2% from its current stock price. Thanks to increased demand for its "gem" called Carvykti, adjusted net loss decreased by 55.2% to $18.8 million in Q3. A key reason for its growing sales is its superior efficacy compared to Elrexfio, Abecma, and Tecvayli.

31,000-square-foot site expands Legend's U.S. R&D footprint and strengthens its position as a global leader in cell therapy innovation