Legend Biotech (LEGN) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
14 Jan, 2026Company overview and strategic positioning
Employs 2,800 people, with over 450 focused on R&D and 10 pipeline programs in hematologic malignancies, solid tumors, and autoimmune diseases.
Maintains end-to-end capabilities and partnerships with Johnson & Johnson and Novartis.
Holds $1.0B in cash, cash equivalents, and time deposits as of September 30, 2025.
CARVYKTI® performance and clinical impact
CARVYKTI® is the first and only CAR-T therapy to show superior overall survival (OS) versus standard of care (SOC) in multiple myeloma, with over 9,000 patients treated globally.
Achieved a 45% reduction in risk of death compared to SOC in lenalidomide-refractory multiple myeloma, with a 30-month OS of 76.4% versus 63.8% for SOC.
Demonstrated ≥5-year remission and survival in a third of patients in the CARTITUDE-1 study, with a median OS of 60.7 months.
Recognized by the International Myeloma Working Group as preferred before bispecific T-cell engagers.
Market leadership and commercial growth
CARVYKTI® achieved record-breaking quarterly sales, becoming the highest-selling CAR-T therapy in a single quarter, with a 111% CAGR since launch.
Net trade sales grew 84% year-over-year globally in Q2 2025, with significant uptake in both the U.S. and international markets.
Expanded U.S. treatment sites from 44 in 2022 to 131 in 2025, including community hospitals and practices.
Latest events from Legend Biotech
- Q4 2025 CARVYKTI sales rose 66%, driving profitability, global expansion, and positive net income.LEGN
Q4 202510 Mar 2026 - CARVYKTI’s efficacy drives expansion into earlier myeloma lines, with supply set to double by 2025.LEGN
Jefferies 2024 Global Healthcare Conference1 Feb 2026 - CARVYKTI sales rose 60% YoY, narrowing net loss and supporting global expansion.LEGN
Q2 20241 Feb 2026 - Manufacturing expansion and strong early-line adoption drive growth, with robust pipeline progress.LEGN
Morgan Stanley 22nd Annual Global Healthcare Conference22 Jan 2026 - Sales soared 88% YoY to $286M, fueling global growth despite a wider net loss.LEGN
Q3 202414 Jan 2026 - Rapid sales growth, clinical leadership, and innovation drive 2026 profitability goals.LEGN
44th Annual J.P. Morgan Healthcare Conference14 Jan 2026 - Cilta-cel delivers significant survival gains in myeloma, with expanding outpatient adoption and improved safety.LEGN
The 66th American Society of Hematology (ASH) Annual Meeting and Exposition 202411 Jan 2026 - CARVYKTI® accelerates CAR-T leadership with global growth, outpatient use, and pipeline innovation.LEGN
43rd Annual J.P. Morgan Healthcare Conference 202510 Jan 2026 - Q4 revenue doubled, net loss narrowed, and CARVYKTI global expansion drives growth.LEGN
Q4 202429 Dec 2025