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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...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Wim Lewi
- Konrad Zomer
DETNOR AKER BP ASA
FP TOTAL SE
AI AIR LIQUIDE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
OMV OMV AG
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
NXT NEXT PLC
ERA ERAMET SA
BOL BOLLORE SA
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
NDA AURUBIS AG
ROYAL VOPAK NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
RIO RIO TINTO PLC
TEC TECHNIPFMC PLC
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
BHP BHP GROUP LTD
BP. BP P.L.C.
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
VK VALLOUREC SA
ALG ALLEGRO.EU SA
VUL VULCAN ENERGY RESOURCES
TE TECHNIP ENERGIES NV
FUR FUGRO NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
AAL ANGLO AMERICAN PLC
- Konrad Zomer
DETNOR AKER BP ASA
FP TOTAL SE
AI AIR LIQUIDE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
OMV OMV AG
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
NXT NEXT PLC
ERA ERAMET SA
BOL BOLLORE SA
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
NDA AURUBIS AG
ROYAL VOPAK NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
RIO RIO TINTO PLC
TEC TECHNIPFMC PLC
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
BHP BHP GROUP LTD
BP. BP P.L.C.
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
VK VALLOUREC SA
ALG ALLEGRO.EU SA
VUL VULCAN ENERGY RESOURCES
TE TECHNIP ENERGIES NV
FUR FUGRO NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
AAL ANGLO AMERICAN PLC
- Martial Descoutures
- Hilde Van Boxstael
- Livio Luyten
- Wim Lewi
- Livio Luyten
TINC 1H25 Results: Updating our NAV Forecast model
In light of TINC's strong 1H25, we updated our model and projections. In 1H25, the portfolio fair value rose to €649.3m, up 26.8% from FY24-end. This is in line with our expectation of €671.1m for FY25. Long-term portfolio growth assumptions remained roughly the same, taking into account the €110.8m in commitments and an estimated €100.0m in new investments. We anticipate that the current credit facility gives TINC a runway of 3 years. For FY30, we revise our expected NAV from ~€830m or 17.2ps t...
- Livio Luyten
- Lynn Hautekeete
- Wim Lewi
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...
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
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- 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...
argenx Announces Positive Topline Results from ADAPT SERON Study of VY...
argenx Announces Positive Topline Results from ADAPT SERON Study of VYVGART in Patients with AChR-Ab Seronegative gMG Study met primary endpoint (p-value=0.0068) First global phase 3 study to demonstrate clinically meaningful improvements in disease activity across all three subtypes – MuSK+, LRP4+, triple seronegative Supplemental Biologics License Application (sBLA) to be submitted to U.S. Food and Drug Administration (FDA) by end of 2025 August 25, 2025, 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving t...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
- Guy Sips
What's Cooking? Acquisition in Rennes contributing immediately to 1H25...
We saw a good set of 1H25 results as a 13% y/y increase in turnover translates into an increase in underlying operating profit from EUR 8.4m (excluding Savoury business) to €12.7m although raw material costs remain historically high, mainly for animal proteins and ingredients. Energy and transport costs have also risen further. We maintain our positive stance (Accumulate, € 135 Target Price) as What's Cooking? expects to continue the good results of 1H25 in 2H25. They expect FY25 REBITDA to be b...
argenx to Host R&D Webinar Highlighting ARGX-119 on September 16, 2025
argenx to Host R&D Webinar Highlighting ARGX-119 on September 16, 2025 August 19, 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 it will host a webinar, titled “R&D Spotlight | Pioneering MuSK Biology with ARGX-119” on Tuesday, September 16, 2025, at 2:00pm ET. The webinar will be the first of a ‘mini’ series highlighting the argenx pipeline and research and development strategy. argenx management and scientific leadership will be joined by...
argenx and Tennis Legend Monica Seles Team Up to Raise Awareness of My...
argenx and Tennis Legend Monica Seles Team Up to Raise Awareness of Myasthenia Gravis Seles speaks out about her diagnosis with MG, a chronic autoimmune disease that causes muscle weakness, which can be severe and significantly impact daily life Partnership with Seles will highlight the ‘Go for Greater’ MG patient support initiative at the 2025 U.S. Open Tennis Championships August 12, 2025 6:45 AM EDT 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 ...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Wim Lewi
- Jacob Mekhael
argenx Upping our FY25 estimates after a solid 2Q25 beat
Following argenx' 2Q25 results with Vyvgart sales coming in at $ 949m, and beating CSS by 10%, we update our model, upping our Vyvgart sales estimates for FY25 to $ 3.98b (from $ 3.61b, Visible Alpha CSS: $ 3.97b). We factor in potential competition from IMAAVY (J&J), though we continue to see Vyvgart as the better product, and model approx. 12% q/q growth for 3Q25 and 4Q25. Additionally, we slightly tweak our CIDP numbers bringing us to higher peak sales ($ 4.22b vs. $ 3.76b). All in all, our t...
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