--- title: "RBC 表示，傳奇生物第一季度 Carvykti 表現穩健，關注點已轉向體內研發管線" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286290495.md" description: "傳奇生物報告了 Carvykti 在第一季度的強勁表現，銷售額達到 5.97 億美元，主要得益於治療線使用的增加和治療中心的擴展。RBC 資本市場強調了對體內 CAR-T 項目的關注轉變，特別是 CD19/CD20 資產，預計將在 2026 年中期發佈更新。該公司將傳奇生物的目標股價從 62 美元上調至 64 美元，維持 “跑贏大盤” 的評級，並預計到 2026 年實現調整後的盈利能力。預計 Carvykti 在 2026 年的銷售額將達到 27.5 億美元，峯值銷售額將達到 80 億美元" 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，傳奇生物第一季度 Carvykti 表現穩健，關注點已轉向體內研發管線 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. ### 相關股票 - [LEGN.US](https://longbridge.com/zh-HK/quote/LEGN.US.md) - [BIB.US](https://longbridge.com/zh-HK/quote/BIB.US.md) - [IBBQ.US](https://longbridge.com/zh-HK/quote/IBBQ.US.md) - [IHE.US](https://longbridge.com/zh-HK/quote/IHE.US.md) - [ARKG.US](https://longbridge.com/zh-HK/quote/ARKG.US.md) - [IBB.US](https://longbridge.com/zh-HK/quote/IBB.US.md) - [XLV.US](https://longbridge.com/zh-HK/quote/XLV.US.md) - [PBE.US](https://longbridge.com/zh-HK/quote/PBE.US.md) - [LABU.US](https://longbridge.com/zh-HK/quote/LABU.US.md) - [XBI.US](https://longbridge.com/zh-HK/quote/XBI.US.md) - [BBH.US](https://longbridge.com/zh-HK/quote/BBH.US.md) - [FBT.US](https://longbridge.com/zh-HK/quote/FBT.US.md) - [SBIO.US](https://longbridge.com/zh-HK/quote/SBIO.US.md) - [IXJ.US](https://longbridge.com/zh-HK/quote/IXJ.US.md) - [VHT.US](https://longbridge.com/zh-HK/quote/VHT.US.md) - [RY.US](https://longbridge.com/zh-HK/quote/RY.US.md) ## 相關資訊與研究 - [金斯瑞聯營傳奇生物首季虧損降至 5430 萬美元，每股虧損遠遜預期](https://longbridge.com/zh-HK/news/286174837.md) - [巨生醫獲 SelectUSA 醫療科技組金牌 啟動美國 A 輪募資目標 1000 萬美元](https://longbridge.com/zh-HK/news/286905054.md) - [川普投資組合神操作？Medicare 政策翻盤前 精準大買聯合健康](https://longbridge.com/zh-HK/news/287039034.md) - [華爾街看好健康保險板塊，分析師上調多家公司評級](https://longbridge.com/zh-HK/news/287081375.md) - [在傳奇生物公佈第一季度業績後，這些分析師修正了他們的預測](https://longbridge.com/zh-HK/news/286301750.md)