7月16日 - ** 癌症疗法制造商联想生物LEGN.O股价盘前上涨4.2%至41.25美元
** 合作伙伴强生JNJ.N公布第二季度血癌细胞疗法Carvykti的销售额为4.39亿美元,而一致预期为4.19亿美元。
** 强生公司称,Carvykti的增长主要得益于持续的份额增长和产能扩张。
** 我们期待 25 年下半年的持续增长,鉴于下半年的典型强劲表现,尤其是随着额外产量的可能投产,预计收入将加速增长。
** 我们看好 Carvykti 继续以 ~19% 的季度环比增长率增长,这表明骨髓瘤市场仍有未开发的需求,这将使其在下半年和 2026 年实现进一步增长,券商称。
** 截至上一交易日收盘,LEGN 年累计上涨 21.7
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