--- title: "RBC 表示，传奇生物第一季度 Carvykti 表现稳健，关注点已转向体内研发管线" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286290495.md" description: "传奇生物报告了 Carvykti 在第一季度的强劲表现，销售额达到 5.97 亿美元，主要得益于治疗线使用的增加和治疗中心的扩展。RBC 资本市场强调了对体内 CAR-T 项目的关注转变，特别是 CD19/CD20 资产，预计将在 2026 年中期发布更新。该公司将传奇生物的目标股价从 62 美元上调至 64 美元，维持 “跑赢大盘” 的评级，并预计到 2026 年实现调整后的盈利能力。预计 Carvykti 在 2026 年的销售额将达到 27.5 亿美元，峰值销售额将达到 80 亿美元" datetime: "2026-05-13T15:43:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286290495.md) - [en](https://longbridge.com/en/news/286290495.md) - [zh-HK](https://longbridge.com/zh-HK/news/286290495.md) --- # RBC 表示，传奇生物第一季度 Carvykti 表现稳健，关注点已转向体内研发管线 11:43 AM EDT, 05/13/2026 (MT Newswires) -- Legend Biotech ( LEGN ) reported a solid Q1 for Carvykti, while focus is increasingly shifting to in vivo pipeline programs with potential updates expected in the coming months and additional clinical progress through 2026, RBC Capital Markets said. The brokerage said in a note Tuesday that it was a "strong" quarter for Carvykti with 21% excluding-US and 8% US quarter-over-quarter growth to $597 million, driven by increasing use in earlier lines of therapy, expansion into community treatment centers, and limited competitive pressure. Investor focus is shifting to in vivo CAR-T programs, with the pipeline now including at least three assets targeting GPRC5D, BCMA, and CD19/CD20. The CD19/CD20 program is of particular interest, with an update expected around mid-2026 at a key medical meeting, and given that no abstract was included in the general release, it could potentially be presented as a late breaker in June, the analyst said. "We see Carvykti as a best-in-class CAR-T therapy for multiple myeloma," the analyst said, adding that the therapy could reach $2.75 billion in 2026 sales and $8 billion at peak sales. The investment firm sees Legend Biotech ( LEGN ) on track toward adjusted company-wide profitability in 2026. RBC raised Legend Biotech's ( LEGN ) price target from $62 to $64, with an outperform rating. Price: 28.78, Change: +0.52, Percent Change: +1.84 MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### 相关股票 - [LEGN.US](https://longbridge.com/zh-CN/quote/LEGN.US.md) - [BIB.US](https://longbridge.com/zh-CN/quote/BIB.US.md) - [IBBQ.US](https://longbridge.com/zh-CN/quote/IBBQ.US.md) - [IHE.US](https://longbridge.com/zh-CN/quote/IHE.US.md) - [ARKG.US](https://longbridge.com/zh-CN/quote/ARKG.US.md) - [IBB.US](https://longbridge.com/zh-CN/quote/IBB.US.md) - [XLV.US](https://longbridge.com/zh-CN/quote/XLV.US.md) - [PBE.US](https://longbridge.com/zh-CN/quote/PBE.US.md) - [LABU.US](https://longbridge.com/zh-CN/quote/LABU.US.md) - [XBI.US](https://longbridge.com/zh-CN/quote/XBI.US.md) - [BBH.US](https://longbridge.com/zh-CN/quote/BBH.US.md) - [FBT.US](https://longbridge.com/zh-CN/quote/FBT.US.md) - [SBIO.US](https://longbridge.com/zh-CN/quote/SBIO.US.md) - [IXJ.US](https://longbridge.com/zh-CN/quote/IXJ.US.md) - [VHT.US](https://longbridge.com/zh-CN/quote/VHT.US.md) - [RY.US](https://longbridge.com/zh-CN/quote/RY.US.md) ## 相关资讯与研究 - [传奇生物 Q1 2026 财报前瞻：CARVYKTI 销售额预计约 5.97 亿美元](https://longbridge.com/zh-CN/news/285966843.md) - [CAR-T 迎接新时代](https://longbridge.com/zh-CN/news/286999381.md) - [“搞钱”，才是 Revolution 千亿神话密码](https://longbridge.com/zh-CN/news/286888792.md) - [瑞银上调爵士制药评级：核心业务韧性强劲，新药 Ziihera 成增长引擎](https://longbridge.com/zh-CN/news/286920691.md) - [默沙东 ADC 药物达 III 期主要终点](https://longbridge.com/zh-CN/news/286929703.md)