KBC Securities - ArGEN-X SE (ARGX) argenx Conf Call Feedback : ADDRESS Hitting an Unknown Unknown

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KBC Securities

Thomas Vranken

argenx Conf Call Feedback : ADDRESS Hitting an Unknown Unknown

Following the negative readout from its pivotal ADDRESS trial in pemphigus, argenx hosted a conference call to discuss the main results and share initial thoughts. Management pointed to an unknown unknown, as concomitant low-dose steroids yielded unexpectedly strong clinical benefit.

21/12/2023 1 EN

Underlying

ArGEN-X SE

Argenx 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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NL0010832176 Euronext Brussels Netherlands

Provider

KBC Securities

We are a financial services provider for several types of professional clients, each with distinct needs.

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Analysts

Thomas Vranken

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Morning Notes : ABN NA, AD NA, HEIA NA, LOTB BB, RAND NA, ALFEN NA, PHVS US

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argenx Conf Call Feedback : ADDRESS Hitting an Unknown Unknown

We are a financial services provider for several types of professional clients, each with distinct needs.

Dynamic Top Pick List Update February 2026: Removing ASMi; Adding UCB

Argen X SE: 1 director

argenx Vyvgart sBLA acceptance in seronegative gMG comes with priority review

Morning Notes : ABN NA, AD NA, HEIA NA, LOTB BB, RAND NA, ALFEN NA, PHVS US

Heineken FIRST LOOK: FY25 operating profit +4.4%, FY26 guidance of 2-6% growth

Pharvaris To present clinical data at the AAAAI 2026

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