LEGN Legend Biotech (LEGN) Q1 FY26 earnings call
Legend Biotech began FY26 with robust commercial execution for CARVYKTI, driven by strong demand in earlier lines and global expansion, alongside efficient manufacturing. The company is advancing its pipeline, including In Vivo CAR-T programs, and remains on track for company-wide adjusted profitability in 2026, despite a temporary dip in gross margin due to manufacturing ramp-up.
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LEGN operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Global treatment sites | 294Our global growth was driven by continued share gains, site expansion and growing geographic footprint, now reaching 294 global treatment sites across 14 markets worldwide.Source: earnings call transcript | 300+Outside the US demand was supported by continued uptake in established European markets and contributions from recent launches with CARVYKTI now available across 18 global markets and more than 300 global treatment sites.Source: earnings call transcript | 348We recently launched CARVYKTI in Ireland, further expanding availability to 348 global treatment sites, reflecting continued geographic expansion with our partner, J&J Across geographies, we continue to see encouraging trends in both market penetration and earlier line utilization.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.