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NASDAQ · mid · thesis board

LEGN Legend Biotech

BCMA CAR-T (ciltacabtagene autoleucel / Carvykti)

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Thesis

Editorial summary — not a primary filing

Carvykti CAR-T expanding earlier in myeloma; commercial ramp and capacity matter.

Next gate

2026-10-18Company-guidedlabel expand

Earlier-line myeloma update

66 days · Company: Company guidance

Survive-to-Event

ok

Cash covers the next gate with ~12 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~418d)100%
Days to gate (66d)16%
Show math

$1.1B cash ÷ $80M/mo burn ≈ 418 days. Source: curated SEC quarter figures.

Cash $1.1B as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved

Rivals in this race

Open race →
JNJApprovedokBMYApprovedokREGNPh3ok

Risks

  • Manufacturing capacity
  • Competition from bispecifics
  • Partner J&J dynamics
  • Pricing

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT04181827as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01