传奇生物核心产品销量大增 金斯瑞生物科技股价上涨8.19%

Core Viewpoint - Kingsray Biotechnology's affiliate Legend Biotech reported preliminary sales of CARVYKTI at approximately $439 million for the quarter ending June 30, 2025, indicating strong market expansion outside the U.S. [2][3] Group 1: Company Performance - Kingsray Biotechnology's stock rose by 8.19%, with a market capitalization of HKD 36.29 billion following the announcement [2] - Johnson & Johnson's Q2 2025 revenue reached $23.74 billion, a 5.8% year-over-year increase, surpassing market expectations [2] - CARVYKTI's sales for Q2 2025 were $439 million, reflecting a significant growth trajectory [3] Group 2: Product Insights - CARVYKTI is the first and only CAR-T cell therapy to show superior results compared to standard care in multiple myeloma, having treated over 6,000 patients globally [3] - Legend Biotech aims to double its commercial supply of CARVYKTI by 2025, targeting an annualized dose of 10,000 by the end of this year and 20,000 by the end of 2027 [3] Group 3: Market Position - Johnson & Johnson holds a leading position in multiple myeloma treatment, with approximately 80% of patients using its drugs at some point during their treatment journey [4] - Management believes CARVYKTI has the potential to exceed $5 billion in annual sales, positioning it as a blockbuster brand [4]