异动解读 | 传奇生物第三季度亏损收窄 股价仍盘中大跌6.46%

异动解读
Nov 13

美国细胞疗法公司传奇生物(LEGN)周三盘中大跌6.46%,尽管公司第三季度财报显示亏损有所收窄。

根据传奇生物公布的2025年第三季度未经审计财务报告,公司净亏损从去年同期的1.253亿美元收窄至3,970万美元。公司主打产品CARVYKTI的净销售额约为5.24亿美元,延续了强劲的环比增长势头。截至2025年9月30日,公司持有现金及现金等价物、定期存款合计约10亿美元。

尽管财务状况有所改善,但市场对传奇生物的反应仍显谨慎。分析人士指出,虽然CARVYKTI销售强劲,但公司整体仍处于亏损状态,且研发费用持续上升。此外,市场可能对公司预期2026年实现整体盈利的目标持观望态度。在生物科技行业整体承压的背景下,投资者似乎更倾向于获利了结,导致股价出现较大幅度下跌。

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