reports
argenx Announces Publication in The Lancet Neurology of Pivotal ADHERE...
argenx Announces Publication in The Lancet Neurology of Pivotal ADHERE Study Data in Chronic Inflammatory Demyelinating Polyneuropathy ADHERE was largest and most innovative clinical trial of CIDP patients to date VYVGART® Hytrulo (efgartigimod alfa and hyaluronidase-qvfc) demonstrated reduction in disease progression, reduced risk of relapse and rapid onset of action VYVGART Hytrulo is first and only neonatal Fc receptor (FcRn) blocker FDA-approved to treat CIDP September 19, 2024 – 7:00 am CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology co...
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Wim Lewi
Argen X SE: 1 director
A director at Argen X SE sold 924 shares at 495.250EUR and the significance rating of the trade was 84/100. 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 last two years clearly showin...
argenx to Present at Upcoming Investor Conferences
argenx to Present at Upcoming Investor Conferences August 28, 2024Amsterdam, 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: 2024 Wells Fargo Healthcare Conference. Fireside chat on Wednesday, September 4, 2024 at 1:30 p.m. ET in Boston, MA.Morgan Stanley 22nd Annual Global Healthcare Conference. Fireside chat on Thursday, September 5, 2024 at 4:50 p.m....
- Hilde Van Boxstael
- Thomas Couvreur
- Thomas Vranken
- Thomas Vranken
argenx Consistently moving into earlier-line MG (Model Update)
Following argenx' recent R&D Day and 1H24 results, we strengthen our confidence in the company's ability to enter into earlier lines of treatment for myasthenia gravis. We raise our FY24 revenue estimates and factor into account ongoing development efforts to enter seronegative gMG and ocular MG patients as well. As such, we adjust our TP from € 492 to € 530, however adopt an Accumulate rating (previously Buy) to reflect fewer major catalysts for the remainder of 2024.
- Thomas Vranken
Hyloris FIRST LOOK: Pipeline extends into veterinary medicine
Hyloris adds a new asset to the pipeline that is geared toward veterinary medicine. HY-095 is long-acting injectable formulation of a well-known proton pump inhibitor for the treatment of equine gastric ulcer syndrome, allowing more reliable drug delivery and lower dosing frequency vs. existing orals. Together with its partner, Hyloris will fund development costs and manage clinical trials in exchange for a 90%/10% profit sharing. We reiterate our € 5 TP and Hold rating.
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Couvreur
- Wim Lewi
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Couvreur
- Wim Lewi
- Jacob Mekhael
Hyloris Governance overhang weighs down the case
Following the FSMA statements and outcome of the independent forensic investigation of the QliniQ transactions, Hyloris will initiate a transition process to a new CEO, and the CFO and CLO will step down. Last week, the stock resumed trading (-75% intraday) following publication of the 2023 annual report, which included a qualified opinion regarding the Pleco agreement. Additionally, the QliniQ transactions case has been referred to the public prosecutor's office. We took a step back to evaluate...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update August 2024: argenx & Tubize out after de...
In July, our Dynamic Top Pick List selection was up on average 0.9%; outperforming our benchmark indices (Bel20, AEX, EuroStoxx50) by 1.7% on average. Helped by this July performance, the selection is now up by 11.4% since the start of the 2024 selection (published Mid-December 2023). In this August 2024 update of our KBC Securities Dynamic Top Pick List we remove argenx and Tubize after delivering upon expectations. * Over the past two months, argenx has delivered upon our expectations on the...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TINC TINC COMM. VA
ARGX ARGEN-X SE
FUR FUGRO NV
SYENS SYENSQO
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Thomas Vranken
argenx FIRST LOOK: 1H24 results highlight strong Vyvgart sales engine
argenx again beat consensus estimates for Vyvgart net product sales in 2Q24 to reach $ 478m and as CIDP is coming online, first indications appear positive. On the R&D side, the company provided a major update during the recent R&D Day, and reaffirms its commitment to US ITP patients with a new confirmatory study. While the company is coming closer to operational profitability, we maintain our €492 TP and Buy rating.
- Hilde Van Boxstael
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
argenx Reports Half Year 2024 Financial Results and Provides Second Qu...
argenx Reports Half Year 2024 Financial Results and Provides Second Quarter Business Update $478 million in second quarter global net product sales First CIDP patients treated with VYVGART® Hytrulo following June 21st FDA approval On track to begin four additional registrational studies across efgartigimod and empasiprubart by end of 2024 Management to host conference call today at 2:30 PM CET (8:30 AM ET) Regulated Information – Inside Information July 25, 2024 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to imp...
- Hilde Van Boxstael
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
argenx to Report Half Year 2024 Financial Results and Second Quarter B...
argenx to Report Half Year 2024 Financial Results and Second Quarter Business Update on July 25, 2024 July 18, 2024Amsterdam, 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, July 25, 2024 at 2:30 PM CET (8:30 AM ET) to discuss its half year 2024 financial results and provide a second quarter business update. A webcast of the live call may be accessed on the Investors section of the argenx w...
- Delphine Brault
- Quentin Borie
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/07/2024
Après un parcours décevant (-21% depuis son entrée), nous décidons de prendre nos pertes sur Daimler Truck à l’occasion de la publication des résultats T2 où la société a décidé de passer une dépréciation de 120 M€ sur sa JV chinoise dans un « environnement de marché durablement faible » - ...
ADS ADIDAS AG
RI PERNOD RICARD SA
DEMANT DEMANT A/S
AIR AIRBUS SE
ACKB ACKERMANS & VAN HAAREN NV
ASSA B ASSA ABLOY AB CLASS B
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
ARGX ARGEN-X SE
FDJ LA FRANCAISE DES JEUX SA
DTG DAIMLER TRUCK
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Delphine Brault
- Quentin Borie
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/17/2024
After a disappointing performance (down 21% since the IPO), we have decided to take our losses on Daimler Truck following its Q2 2024 results release, in which the company decided to write down the value of its Chinese joint venture by € 120m in a ‘persistently weak market environment’. - ...
ADS ADIDAS AG
RI PERNOD RICARD SA
DEMANT DEMANT A/S
AIR AIRBUS SE
ACKB ACKERMANS & VAN HAAREN NV
ASSA B ASSA ABLOY AB CLASS B
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
ARGX ARGEN-X SE
FDJ LA FRANCAISE DES JEUX SA
DTG DAIMLER TRUCK
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
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