argenx - First non-gMG approval for VYVGART
*This morning, ARGX announced approval of VYVGART for the treatment of ITP in Japan. News was expected around this time of the year and the approval is no surprise to us given the strong ADVANCE-IV dataset.*We don't expect a major market reaction following this approval as the commercial potential was burned following the ADVANCE-SC setback. We consider 1/ the readouts in Sjogren's disorder and PC-POTS in H1 still (indications still upside in our model) and 2/ the outcome of the regulatory decision on approval of VYVGART for CIDP on June 21 (TP +4% if positive) to be more significant triggers.*NoArgenx N.V. is a clinical-stage biotechnology company developing a deep pipeline of differentiated antibody-based therapies for the treatment of severe autoimmune diseases and cancer. Utilizing its suite of differentiated technologies, Co. is focused on developing product candidates with the potential to be either first-in-class against novel targets or best-in-class against known, but complex, targets in order to treat diseases with a significant unmet medical need.
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