Financial OutlookArcellx is well positioned to achieve profitability at much lower revenue levels versus Legend, who will incur a net collaboration revenue loss despite almost ~$2B in sales.
Market PositionAnalysts see differentiation on safety and delivery, alongside effective non-inferiority on efficacy for anito-cel amongst MM CAR-Ts, which should position the product for commercial success following likely approval in the US.
Safety ProfileAnito-cel maintains 'safer Carvykti' profile with strong PFS/OS and no delayed neurotoxicity or enterocolitis seen to date.