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Source document· January 12, 2026

Legend Biotech Highlights Recent Business Updates at 44th Annual J.P. Morgan Healthcare Conference

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Legend Biotech Highlights Recent Business Updates at 44th Annual J.P. Morgan Healthcare Conference Legend Biotech USA Inc…
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  • Patients treated earlier, after one or two prior lines of therapy, exhibited greater immune fitness and a more immunocompetent tumor microenvironment, potential biological indicators of longer progression-free survival

    80% confidence
  • CARVYKTI cemented its status as the undisputed leader in multiple myeloma CAR-T cell therapy, with its continued record-breaking performance culminating in the achievement of more than 10,000 patients treated earlier this year

    80% confidence
  • We're also committed to leveraging our proven CAR-T development platform to frontline multiple myeloma and promising new in vivo and allogeneic opportunities to extend our leadership in cell therapy innovation

    80% confidence
  • Targeting multiple investigational new drug (IND) filings for oncology and autoimmune indications starting in second half 2026

    80% confidence
  • Anticipate CARVYKTI franchise FY 2025 profitability

    80% confidence
  • First-in-human data for in vivo dual CD20/CD19 therapy expected starting in the second half of 2026

    80% confidence
  • Expect company-wide operating profit in 2026

    80% confidence
  • The latest NCCN guidelines recommend talquetamab as a bridging therapy before CAR-T treatment for people with relapsed/refractory multiple myeloma to help keep patients eligible for CARVYKTI and improve outcomes

    80% confidence
  • The Company believes cash and cash equivalents, and time deposits of approximately $1.0 billion as of September 30, 2025, will provide financial runway beyond 2026

    80% confidence
  • Triple-class-exposed patients treated with three prior lines of therapy from the CARTITUDE-1 and CARTITUDE-4 trials achieved a median progression-free survival of 50.4 months following a single infusion of CARVYKTI

    80% confidence
  • Legend Biotech is poised for transformative growth in 2026, as we work to achieve profitability this year by driving global adoption of CARVYKTI

    80% confidence
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Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Berkshire Hathaway
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