港股异动 | 金斯瑞生物科技(01548)回升逾5% 联营公司传奇生物三季度大幅减亏 CARVYKTI销售潜力释放中
GENSCRIPT BIOGENSCRIPT BIO(HK:01548) 智通财经网·2025-11-14 02:47

Core Viewpoint - Kingsray Biotechnology (01548) experienced a rebound of over 5%, with a current increase of 2.88% to HKD 19, and a trading volume of HKD 27.71 million, following the financial performance disclosure of its affiliate Legend Biotech for the third quarter ending September 30, 2025 [1]. Group 1: Financial Performance - Legend Biotech reported a sales revenue of USD 1.332 billion for the first three quarters, reflecting a year-over-year increase of 112%, with Q3 sales reaching USD 524 million, up 19% quarter-over-quarter and 83% year-over-year [1]. - The net loss for Legend Biotech in the first three quarters was USD 266 million, with Q3 net loss at USD 40 million, significantly reduced compared to previous quarters (Q1/Q2 losses of USD 101 million and USD 125 million, respectively) [1]. Group 2: Market Dynamics - The strong growth of CARVYKTI is attributed to increased penetration among frontline patients, with 60% of the U.S. market demand for Q3 coming from frontline indications [2]. - The number of treatment centers has expanded, with 131 centers in the U.S. (including 38 community hospitals) and a total of 246 centers globally, nearly doubling non-U.S. treatment centers this year [2]. - The outlook for CARVYKTI remains positive, with sufficient catalysts for future growth and recognized competitiveness, suggesting a continued upward trend in sales [2].