Legend Biotech (LEGN) Is Up 7.6% After Scaling CARVYKTI Output And Targeting 2026 Profitability - Has The Bull Case Changed?

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Legend Biotech recently reported that more than 10,000 patients have now been treated with its CARVYKTI therapy and that it has expanded production with what it describes as the largest cell therapy ...

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Beyond the headline numbers, the combination of scaled CARVYKTI manufacturing and progress on its in vivo cell therapy pipeline suggests a company increasingly geared toward broader clinical use and operational efficiency. We’ll now examine how the expanded U.S. CARVYKTI manufacturing footprint may reshape Legend Biotech’s existing investment narrative and risk profile. Find companies with promising cash flow potential yet trading below their fair value.AdvertisementLegend Biotech Investment Narrative RecapTo own Legend Biotech, you have to believe CARVYKTI can support a path to sustainable profitability while the broader cell therapy pipeline matures. The news that more than 10,000 patients have been treated and that U.S. manufacturing has scaled up meaningfully reinforces the near term revenue catalyst in CARVYKTI access, but it does not remove the core risk that the business still depends heavily on a single commercial product. The expanded U.S. CARVYKTI manufacturing facility ties directly into the earlier U.S., EU and China label and market access wins, which have already widened the eligible patient pool. Together, these steps increase Legend Biotech’s capacity to supply approved indications more reliably, a key factor for the company’s profitability ambitions and for how investors might weigh the balance between growth potential and concentration risk. Yet while CARVYKTI’s growth story is encouraging, investors should also be aware of the growing safety and competitive risks that could eventually affect... Read the full narrative on Legend Biotech (it's free!)Legend Biotech's narrative projects $2.3 billion revenue and $632.7 million earnings by 2028. This requires 42.3% yearly revenue growth and about a $958 million earnings increase from $-325.3 million today.Uncover how Legend Biotech's forecasts yield a $72.41 fair value, a 221% upside to its current price.Exploring Other PerspectivesLEGN 1-Year Stock Price Chart Five members of the Simply Wall St Community currently place Legend Biotech’s fair value between US$42.19 and US$123.90, reflecting a wide spread of expectations. When you set those views against Legend Biotech’s dependence on CARVYKTI as a single commercial product, it underlines why many investors choose to compare several different opinions before forming a view on the company’s prospects.Explore 5 other fair value estimates on Legend Biotech - why the stock might be worth just $42.19!Build Your Own Legend Biotech NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Legend Biotech research is our analysis highlighting 3 key rewards that could impact your investment decision.Our free Legend Biotech research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Legend Biotech's overall financial health at a glance.Curious About Other Options?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:These 16 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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