Legend Biotech Corporation (LEGN)
InfravaloradaFundamental
45
Precio
$19.43
Capitalización Bursátil
$3.87B
Parte 1 · Cuánto vale la empresa
Resumen
Legend Biotech Corporation, through its subsidiaries, operates as a biopharmaceutical company that discovers, develops, manufactures, and commercializes novel cell therapies for oncology and other indications in the United States, China, and Europe. Its lead product candidate is ciltacabtagene autoleucel, or cilta-cel, which is a chimeric antigen receptor (CAR-T) therapy for the treatment of multiple myeloma (MM). The company also has a portfolio of earlier-stage autologous CAR-T product candidates targeting various cancers, including acute lymphoblastic leukemia, gastric cancer, esophageal cancer, pancreatic cancer, colorectal cancer, small cell lung cancer, and non-small cell lung cancer. In addition, it develops allogeneic gamma delta CAR-T and allogeneic CAR-NK product candidates targeting B-cell maturation antigen (BCMA) for MM, which are in investigator-initiated Phase 1 clinical trials in China. The company has a collaboration and license agreement with Janssen Biotech, Inc. for the development and commercialization of cilta-cel, as well as a license agreement with Novartis Pharma AG for the development, manufacture, and commercialization of CAR-T cell therapies targeting delta-like ligand protein 3. Legend Biotech Corporation was founded in 2014 and is headquartered in Somerset, New Jersey.
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Direct competitors
Who this company fights with for the same customers
Generated on 19 de septiembre de 2026 with claude-haiku-4-5 — shared with all users
Its BCMA-directed CAR-T therapy Abecma (idecabtagene vicleucel) is the other approved cell therapy for relapsed or refractory multiple myeloma, treating the same patients in the same transplant centres as Carvykti.
Through its Kite unit — and after buying Arcellx in April 2026 — it is bringing anito-cel, a BCMA CAR-T aimed squarely at the myeloma patients Carvykti treats, to market with a safety profile pitched at outpatient use.
Its bispecific antibody Elrexfio (elranatamab) hits the same BCMA target in the same late-line myeloma setting, and is an off-the-shelf alternative for patients who cannot wait for a CAR-T to be manufactured.
Its BCMAxCD3 bispecific Lynozyfic (linvoseltamab) competes for the same relapsed or refractory myeloma prescriptions, with a dosing schedule that thins out over time to hold patients on therapy.
Balance y Liquidez
Ingresos
$1.27B
Últimos 12 meses (hasta 30/6/2026)
Beneficio Neto
$-92M
Últimos 12 meses (hasta 30/6/2026)
Flujo de Caja Libre
$27M
Patrimonio Neto Total
$1.23B
Pasivo Total
$278M
Ratio de Liquidez
3.04
Cobertura de Intereses
-
Deuda/EBITDA
-
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$27.60
Precio Actual
$19.43
Margen de Seguridad
+29.6%
Rango de Valor Justo
$17.94 - $37.25
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
-
ROE
-8.1%
Ratio P/B
3.13
P/FCF
142.26
Margen Bruto
56.6%
ROIC
9.9%
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
9.9%
WACC
7.4%
ROIC − WACC
+2.5 pp
El ROIC supera el coste del capital: la empresa está creando valor para los accionistas.
Criterios de Análisis Fundamental
Superado (7)
- ROIC 9.9%
- Gross Margin 56.6%
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Revenue Growth 5Y 68.8%
- Analyst Consensus 74% Buy
Fallido (9)
- Price CAGR -6.81%
- P/FCF 142.26
- P/B Ratio 3.13
- CapEx intensity
- DCF valuation (Overvalued)
- ROE -8.7%
- Earnings Surprise avg -339.9%
- Net Margin Trend -28.8% vs -28.2%
- Piotroski F-Score 1/9
No disponible (11)
- EPS data insufficient
- Dividend Payout NaN%
- Operating Margin NaN%
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
- Share Dilution (missing shares data)
Piotroski F-Score
Preocupaciones financieras graves
Calidad de los Beneficios
Baja calidad: investigue la contabilidad
Dilución de Acciones
Recomprando acciones. Favorable para el accionista
Participaciones institucionales
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. Carlos Santos Garcia | Chief Financial Officer | 53 |
| Ms. Ananda Elizabeth Martin Esq., J.D. | Global Compliance Officer | 51 |
| Mr. Robert Staloff | General Counsel | - |
| Dr. Ying Huang Ph.D. | Advisor | 52 |
| Dr. Yuhong Qiu Ph.D. | Interim Head of Research & Development and Senior VP of Regulatory Affairs | - |
| Mr. Birk Vanderweeen | Senior Vice President of Global Manufacturing & Supply | - |
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Latest News
Recent headlines for LEGN, sourced from Markets Gazette.
- 6/18/2026NEGATIVEWhy Is Legend Biotech Stock Falling Thursday?
Legend Biotech Corporation (LEGN) experienced a premarket decline following the announcement of a $226 million public offering. While the offering aims to raise capital, the dilution effect of issuing new shares typically puts downward pressure on the stock price in the short term. Investors will be monitoring the use of these funds and the company's future growth prospects to assess the long-term impact of this capital raise. The immediate reaction suggests market participants are factoring in the increased share count.
via Markets Gazette