
What smart money is saying about Legend Biotech Corp
1 fund in our archive has pitched Legend Biotech Corp, most recently Artisan Non-U.S. Small-Mid Growth Strategy in December 2025.
Legend Biotech Corporation, a clinical-stage biopharmaceutical company, through its subsidiaries, engages in the discovery and development of novel cell therapies for oncology and other indications in the United States, China, and internationally. Its lead product candidate, LCAR- B38M, is a chimeric antigen receptor for the treatment of multiple myeloma (MM), as well as a comparison of the treatment with standard triplet therapy in revlimid-refractory multiple myeloma. The company also has a portfolio of earlier-stage autologous product candidates, which are in Phase I clinical trials for the treatment of gastric cancer and T cell lymphoma. In addition, it is developing CAR-T product candidates targeting CD20/CD22/CD19 for the treatment of non-hodgkins lymphoma, diffuse large B-cell lymphoma, and acute lymphoblastic leukemia. Further, the company has product candidates in early preclinical and clinical development for the treatment of solid tumors as well as infectious diseases. It has collaboration and license agreement with Janssen Biotech, Inc. for the development and commercialization of ciltacabtagene autoleucel. Legend Biotech Corporation was founded in 2014 and is based in Somerset, New Jersey. Legend Biotech Corporation is a subsidiary of Genscript Biotech Corporation.
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Position history
Between Q4 2025 and Q3 2026, 1 fund letter reported a position in Legend Biotech Corp, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- September 2026
“While our assessment of the company's business fundamentals has proven correct and we remain confident in the commercial potential of Legend’s drug portfolio, we exited our position due to corporate governance concerns.”
Legend Biotech Corp
Fund coverage · 1 thesis
- Artisan Non-U.S. Small-Mid Growth StrategyDecember 2025
Legend Biotech Corp is a cell therapy company with rapidly growing Carvykti sales, strong J&J commercialization support, and an undervalued EV-to-sales profile with profitability on the horizon.
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