终于有国产CAR-T企业快要扭亏了

Core Viewpoint - Legend Biotech's CAR-T therapy, Carvykti, is showing significant commercial success, particularly in the U.S. market, with projected revenues reaching $1.888 billion in 2025, a 95.9% increase from the previous year [2][3]. Group 1: Company Performance - Carvykti generated $1.888 billion in revenue for 2025, up from $963 million in the previous year [2]. - The therapy has treated over 10,000 patients since its approval in the U.S. in February 2022 [2]. - Legend Biotech expects Carvykti to become profitable in the fiscal year 2025 and anticipates overall profitability by 2026 [2]. Group 2: Market Expansion - Carvykti is currently available in over 279 treatment centers across 14 global markets, with the majority of revenue coming from the U.S. market, projected to reach $1.493 billion in 2025 [3]. - The therapy's pricing in the U.S. is significantly higher than that of CAR-T therapies available in China, despite also being approved in the Chinese market [3]. - The collaboration with Johnson & Johnson allows Legend Biotech to retain 70% of the rights in Greater China and 50% in Europe, the U.S., and Japan [3].