argenx - Ready to unlock the next commercial franchise
*We lay out our expectations for the ADDRESS trial, ARGX's pivotal study for Pemphigus, of which we expect the results imminently. We are confident in a successful outcome of this trial, an event that would unlock the next commercial franchise: dermatology*In light of ARGX's Q3 reporting on October 31, we have trimmed our gMG sales revenue estimate. Following a recent conversation on business momentum with the company, we believe that we were too bullish on further ramp-up this year, especially for the Hytrulo formulation*In addition to this revision, we have updated our model (WACC, shares outstanding…). The net result ofArgenx 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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