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$传奇生物(LEGN)$

强生主席及CEO ,Joaquin Duato, 在JP Morgan大会说:

然后继续我们的多发性骨髓瘤特许经营权 CARVYKTI,我们预计 CARTITUDE-4 将于 2024 年获得批准,这是多发性骨髓瘤的一到三线产品,CARVYKTI 也被低估了。与我们自己的估计相比,大约是 25%,低 25%,因为我们看到 CARVYKTI 进入早期生产线,并且我们看到 CARVYKTI 最终进入一线,甚至最终取代或成为移植的替代品。这是另一个因素。

Then continuing in our multiple myeloma franchise, CARVYKTI, in which we expect approval of CARTITUDE-4, which is one to three prior lines in multiple myeloma in 2024, CARVYKTI is also underestimated. It's about 25% compared to our own estimates, 25% lower, as we see CARVYKTI moving into earlier lines, and we see CARVYKTI ultimately getting into first line, and eventually even replacing or being an alternative to transplant. So that's another factor there. $金斯瑞生物科技(01548)$

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01-10 14:07

$金斯瑞生物科技(01548)$ 现在做空的既有银子又有勇气,4月到来之前狠狠做空一把,然后反向做多,两头获利。$传奇生物(LEGN)$

科研水平和股价走势,金总是相背……