Legend Biotech Corporation (LEGN)
Sous-évaluéFondamental
45
Prix
$19.89
Capitalisation boursière
$3.87B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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 septembre 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.
Bilan & Liquidités
Chiffre d'affaires
$1.27B
12 derniers mois (au 30/06/2026)
Résultat net
$-92M
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$27M
Capitaux propres totaux
$1.23B
Passif total
$278M
Ratio de liquidité général
3.04
Couverture des intérêts
-
Dette/EBITDA
-
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$27.60
Prix actuel
$19.89
Marge de sécurité
+27.9%
Fourchette de juste valeur
$17.94 - $37.25
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
-
ROE
-8.1%
Ratio P/B
3.13
P/FCF
142.26
Marge brute
56.6%
ROIC
9.9%
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
9.9%
WACC
7.4%
ROIC − WACC
+2.5 pp
Le ROIC dépasse le coût du capital — l'entreprise crée de la valeur pour les actionnaires.
Critères d'analyse fondamentale
Réussi (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
Échoué (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
Indisponible (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)
Score F de Piotroski
Préoccupations financières sérieuses
Qualité des bénéfices
Qualité faible : examiner la comptabilité
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| 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 | - |
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition 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