金吾财讯 | 传奇生物(LEGN)盘中走高，截至发稿，报29.18美元，涨幅1.71%，成交额1524.93万美元。消息面上，RBC Capital Marketsu研究认为，传奇生物报告了Carvykti在第一季度的稳健表现，同时市场关注点正逐渐转向体内管线项目，预计未来几个月将有潜在更新，并在2026年之前取得更多的临床进展。投资者的关注重点正在转向体内CAR-T项目，目前管线至少包括三个针对GPRC5D、BCMA和CD19/CD20的资产。CD19/CD20项目尤其引人注目，预计将在2026年年中的一次重要医学会议上更新数据；并且由于摘要未包含在一般发布中，有可能会在6月作为重磅研究发布。分析师表示：“我们将Carvykti视为多发性骨髓瘤领域的同类最佳CAR-T疗法”，并补充称该疗法有望在2026年实现销售额达到$27.5亿，并在销售峰值时达到$80亿。”这家投资机构认为，传奇生物有望在2026年实现调整后的全公司盈利，同时将传奇生物的目标价从$62提高至$64，并给予跑赢大盘的评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.