H.C. Wainwright reiterates Buy rating on Legend Biotech stock after strong CARVYKTI sales

Published 17/07/2025, 12:36
H.C. Wainwright reiterates Buy rating on Legend Biotech stock after strong CARVYKTI sales

Investing.com - H.C. Wainwright has reiterated its Buy rating and $75.00 price target on Legend Biotech Corp . (NASDAQ:LEGN) following strong quarterly sales data for its cancer therapy CARVYKTI. According to InvestingPro data, analysts maintain a Strong Buy consensus with price targets ranging from $54 to $94, while the stock’s current Fair Value analysis suggests it remains undervalued.

Janssen, a division of Johnson & Johnson and Legend’s partner, reported second-quarter 2025 aggregate sales of $439 million for CARVYKTI, representing an 18% quarter-over-quarter increase from $369 million in the first quarter of 2025.

The reported sales exceeded Street consensus estimates of $419 million, with Legend Biotech recording half of this amount based on its 50/50 profit-sharing agreement with Janssen.

H.C. Wainwright noted that CARVYKTI revenues were positively impacted by market share gains, capacity expansion, and international growth, calling the continued double-digit sequential growth "particularly impressive" as sales volume increases.

The firm maintained its full-year 2025 projection for Legend’s CARVYKTI revenue at $985 million, which would represent 104% annual growth compared to 2024, while its third-quarter 2025 estimate stands at $266 million, implying 21% quarterly growth versus the second quarter.

In other recent news, Legend Biotech has reported strong preliminary second-quarter sales for its cancer therapy Carvykti, generating $439 million, a 19% increase from the previous quarter and a 136% rise year-over-year. These sales exceeded both company and Goldman Sachs estimates, with the latter maintaining a Buy rating and a price target of $74.51. The U.S. market contributed $358 million to these sales, while international markets, mainly Europe, showed significant growth. UBS, however, has lowered its price target for Legend Biotech to $54 from $60, citing growth concerns but maintaining a Buy rating. Meanwhile, H.C. Wainwright reiterated a Buy rating and a $75 price target following FDA updates that ease restrictions on Carvykti, potentially accelerating its adoption. Recent study findings presented at the ASCO Annual Meeting revealed that one-third of patients treated with Carvykti remained progression-free for at least five years. RBC Capital continues to rate Legend Biotech as Outperform, with a price target of $78, despite acknowledging competitive challenges. The firm believes Carvykti’s effectiveness and safety profile could drive broader adoption and growth.

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