| 发布于: 修改于: | iPhone | 转发：1 | 回复：7 | 喜欢：2 |
吓破胆了，本来对传奇应该是利好，被当作利空了
BTIG analyst 网页链接{Justin Zelin} reiterated a Buy rating on Legend Biotech (LEGN – 网页链接{Research Report}) on November 20 and set a price target of $91.00.
Justin Zelin has given his Buy rating for Legend Biotech due to a combination of factors. Firstly, Legend Biotech’s management has received confirmation from the FDA that an Adcom is not expected for the sBLA of CARVYKTI. This signifies an advantage for Legend Biotech as it continues to show a positive trend in OS, which the FDA emphasizes. Furthermore, Zelin notes that Legend Biotech continues to perform well in manufacturing and improving the out of spec rate, which can be seen as an encouraging sign for the company’s performance in the future.
In addition, Legend Biotech is stepping up its manufacturing process into the fourth quarter, with the impacts expected to be realized in early 2024. This suggests that the company is making necessary preparations for future growth. Zelin also highlights that the company’s clinical site expansion continues, coupled with a reduction in market share from its competitors. He also noted that Legend Biotech submitted a comprehensive correlative analysis on CARVYKTI in June, which they expect will allow for a widening of release criteria and reduce the out-of-spec rate by another level. Based on these factors, Zelin has reiterated his Buy rating for Legend Biotech.
我刚打赏了这篇帖子 ¥6.00，也推荐给你。
提供了很好的加仓机会