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Jacob Mekhael
  • Jacob Mekhael

argenx FIRST LOOK: 3Q25 conference call takeaways

Key takeaways from argenx 3Q25 earnings call summarised in this note.

Louis Boujard ... (+4)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Roy Külter
BRE MBANK SA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
EDEN EDENRED SA
PEO BANK POLSKA KASA OPIEKI SA
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ADS ADIDAS AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
KOMB KOMERCNI BANKA A.S.
VOE VOESTALPINE AG
ACX ACERINOX SA
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
XIOR XIOR STUDENT HOUSING N.V.
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
AMP AMPLIFON S.P.A.
REP REPSOL SA
COFB COFINIMMO SA
NDA AURUBIS AG
ANA ACCIONA SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
VASTB VASTNED RETAIL BELGIUM NV
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
VGP VGP NV
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
DWS DWS GROUP GMBH & CO. KGAA
CCEP COCA-COLA EUROPEAN PARTNERS PLC
NSI NSI N.V.
ADYEN ADYEN NV
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
8TRA TRATON SE
CPR DAVIDE CAMPARI-MILANO N.V.
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
STLA STELLANTIS N.V.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
H2O HIDROELECTRICA S.A.
TEN TENARIS S.A.
AAL ANGLO AMERICAN PLC
Louis Boujard ... (+4)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Roy Külter
BRE MBANK SA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
EDEN EDENRED SA
PEO BANK POLSKA KASA OPIEKI SA
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ADS ADIDAS AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
KOMB KOMERCNI BANKA A.S.
VOE VOESTALPINE AG
ACX ACERINOX SA
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
XIOR XIOR STUDENT HOUSING N.V.
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
AMP AMPLIFON S.P.A.
REP REPSOL SA
COFB COFINIMMO SA
NDA AURUBIS AG
ANA ACCIONA SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
VASTB VASTNED RETAIL BELGIUM NV
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
VGP VGP NV
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
DWS DWS GROUP GMBH & CO. KGAA
CCEP COCA-COLA EUROPEAN PARTNERS PLC
NSI NSI N.V.
ADYEN ADYEN NV
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
8TRA TRATON SE
CPR DAVIDE CAMPARI-MILANO N.V.
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
STLA STELLANTIS N.V.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
H2O HIDROELECTRICA S.A.
TEN TENARIS S.A.
AAL ANGLO AMERICAN PLC
Martial Descoutures
  • Martial Descoutures
Jacob Mekhael
  • Jacob Mekhael

argenx 3Q25 results Vyvgart delivers another CSS beat

argenx' 3Q25 numbers came in solid with Vyvgart sales of $ 1.13b, delivering another beat (approx. 6.8%) on company compiled CSS ($ 1,054.8m). Product revenue consensus for FY25 currently stands at $ 3.93b, which is well within reach as PFS continues to contribute to the launch momentum. argenx reached operating profitability for the 5th consecutive quarter despite a 40% increase in opex. ACCUMULATE maintained.

Martial Descoutures
  • Martial Descoutures
Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Thomas Couvreur
  • Wim Hoste

Morning Notes : ABI BB, ARCAD NA, ARGX BB, DSFIR NA, FLOW NA, INGA NA,...

: ABI BB, ARCAD NA, ARGX BB, DSFIR NA, FLOW NA, INGA NA, ONTEX BB, RECT BB

 PRESS RELEASE

argenx Reports Third Quarter 2025 Financial Results and Provides Busin...

argenx Reports Third Quarter 2025 Financial Results and Provides Business Update $1.13 billion in third quarter global product net sales  On track to submit seronegative gMG sBLA by year-end and report ADAPT-OCULUS results in 1H26 – supporting pursuit of broadest MG label of any biologic Five registrational study readouts expected in 2026 from leading immunology pipeline Management to host conference call today at 1:30 PM CET (8:30 AM ET) October 30, 2025 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving th...

 PRESS RELEASE

argenx Presents New Data at AANEM and MGFA Highlighting the Strength a...

argenx Presents New Data at AANEM and MGFA Highlighting the Strength and Broad Benefit of VYVGART for Myasthenia Gravis Patients VYVGART demonstrated clinically meaningful benefit across all AChR-Ab seronegative gMG subtypes in ADAPT SERON, supporting broad role of pathogenic IgGs in disease activityFinal ADAPT SC+ results show ~60% of VYVGART gMG patients achieved minimal symptom expression (MSE), with 88% sustaining MSE for at least 4 weeks Real world data show >70% of patients treated with VYVGART meaningfully reduced glucocorticoid use while maintaining clinical benefit October 29, ...

 PRESS RELEASE

argenx to Report Third Quarter 2025 Financial Results and Business Upd...

argenx to Report Third Quarter 2025 Financial Results and Business Update on October 30, 2025 October 23, 2025Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that it will host a conference call and audio webcast on Thursday, October 30, 2025 at 1:30 PM CET (8:30 AM ET) to discuss its third quarter 2025 financial results and provide a business update. A webcast of the live call may be accessed on the Investors section of the argenx website at . A r...

 PRESS RELEASE

argenx to Highlight Key Data and Breadth of Immunology Innovation at 2...

argenx to Highlight Key Data and Breadth of Immunology Innovation at 2025 AANEM Annual Meeting and MGFA Scientific Session Pivotal ADAPT SERON results and interim ADAPT Jr data showcase VYVGART’s potential to treat broad set of myasthenia gravis patientsReal-world evidence and long-term data reinforce VYVGART’s sustained impact on patient outcomesMore than 40 abstracts across MG, CIDP, MMN, and IIM highlight depth of clinical evidence and ongoing commitment to rare neuromuscular disease communities October 15, 2025, 7:00 AM CEST Amsterdam, the Netherlands – argenx SE (Euronext & Nasda...

 PRESS RELEASE

argenx announces Extraordinary General Meeting of Shareholders on Nove...

argenx announces Extraordinary General Meeting of Shareholders on November 18, 2025 October 3, 2025 Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that the Extraordinary General Meeting of shareholders will be held at 14:00 CET on Tuesday, November 18, 2025 at the offices of Freshfields LLP (Netherlands), Strawinskylaan 10, 1077 XZ Amsterdam, the Netherlands.The shareholders and all other persons with meeting rights are invited to attend the E...

Konrad Zomer
  • Konrad Zomer
Konrad Zomer
  • Konrad Zomer
Martial Descoutures
  • Martial Descoutures
Martial Descoutures
  • Martial Descoutures

Argen X SE: 2 directors

Two Directors at Argen X SE sold 10,608 shares at between 609.000EUR and 610.600EUR. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the la...

 PRESS RELEASE

argenx to Present at Upcoming Investor Conferences

argenx to Present at Upcoming Investor Conferences August 28, 2025Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that members of the management team will participate in the following investor conferences in September: 2025 Wells Fargo Healthcare Conference. Fireside chat on Thursday, September 4, 2025 at 8:00 a.m. ET in Boston, MA.Morgan Stanley 23rd Annual Global Healthcare Conference. Fireside chat on Monday, September 8, 2025 at 7:00 a.m. ET i...

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

argenx Vyvgart meets primary endpoint in snMG paving path for label ex...

argenx announced positive topline data from the pivotal ADAPT SERON study of Vyvgart in AchR-Ab seronegative gMG (snMG), showing a statistically significant improvement vs. placebo (p-value=0.0068) on the primary endpoint of MG-ADL. The positive topline results do not come as a surprise, and confirm previously reported pooled analysis showing improvements in the MG-ADL score in this gMG sub-population. The company plans to file for label expansion with the FDA, and estimates the commercial oppor...

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