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Legend Biotech’s Strong Market Position and Growth Potential Drive Buy Rating

Legend Biotech’s Strong Market Position and Growth Potential Drive Buy Rating

Mitchell Kapoor, an analyst from H.C. Wainwright, reiterated the Buy rating on Legend Biotech (LEGNResearch Report). The associated price target remains the same with $75.00.

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Mitchell Kapoor has given his Buy rating due to a combination of factors that highlight Legend Biotech’s strong market position and growth potential. The company’s financial results for the first quarter of 2025 showed a significant increase in revenue, driven largely by its collaboration with Janssen on CARVYKTI, a promising treatment in the multiple myeloma space. Despite some manufacturing challenges, Legend’s financial health remains robust, with a substantial cash reserve expected to sustain operations until profitability is reached in mid-2026.
CARVYKTI’s market performance is particularly noteworthy, with strong demand and increasing patient volumes, especially in the second-line multiple myeloma setting. The treatment’s expansion into more countries and growing outpatient treatment numbers indicate its competitive edge. Furthermore, CARVYKTI’s efficacy and safety profile, along with its strategic positioning against competitors, reinforce its potential as a leading therapy in its class. These factors collectively support Kapoor’s optimistic outlook and Buy rating for Legend Biotech’s stock.

In another report released today, Barclays also maintained a Buy rating on the stock with a $94.00 price target.

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