Legend Biotech Corporation (LEGN)
被低估基本面
45
价格
$19.43
市值
$3.87B
第一部分 · 这家公司值多少
概览
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 2026年9月19日 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.
资产负债表与流动性
营收
$1.27B
最近12个月（截至2026/6/30）
净利润
$-92M
最近12个月（截至2026/6/30）
自由现金流
$27M
股东权益合计
$1.23B
负债合计
$278M
流动比率
3.04
利息覆盖率
-
债务/EBITDA
-
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$27.60
当前价格
$19.43
安全边际
+29.6%
公允价值区间
$17.94 - $37.25
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
-
ROE
-8.1%
市净率（P/B）
3.13
P/FCF
142.26
毛利率
56.6%
ROIC
9.9%
盈利能力雷达图
价值创造（经济护城河）
ROIC
9.9%
WACC
7.4%
ROIC − WACC
+2.5 pp
ROIC 超过资本成本：公司正在为股东创造价值。
基本面分析标准
通过（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
未通过（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
不可用（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-评分
存在严重财务隐患
盈利质量
低质量：需深入审查会计处理
股权稀释
正在回购股份，对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 | - |
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。
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