reports
- Jacob Mekhael
argenx European Commission approves Vyvgart SC in CIDP
argenx announced that the European Commission (EC) approved Vyvgart SC for the treatment of adults with progressive or relapsing active CIDP after prior treatment with corticosteroids or immunoglobulins, which comes in line with expectations following the positive CHMP opinion issued in April 2025. We anticipate a steady country by country EU launch, and continue to expect the US to remain the main driver for Vyvgart's commercial launch. We currently estimate approx. $ 1.1bn in peak sales for CI...
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
argenx Announces European Commission Approval of VYVGART Subcutaneous ...
argenx Announces European Commission Approval of VYVGART Subcutaneous Injection for Chronic Inflammatory Demyelinating Polyneuropathy VYVGART® SC, first-and-only IgG Fc-antibody fragment which specifically targets the neonatal Fc receptor (FcRn), now approved for use in Europe for CIDPApproval based on ADHERE clinical trial, the largest study of CIDP patients to dateFirst novel mechanism of action for CIDP treatment in more than 30 years June 20, 2025, 7:00 PM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the liv...
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
- Jacob Mekhael
argenx FIRST LOOK: Supportive Sjogren's and Myositis POC data at EULAR
argenx announced the presentation of POC results from phase 2 studies evaluating Vyvgart in Sjogren's disease (SjD) and idiopathic inflammatory myopathies (IIM or myositis) at the European Congress of Rheumatology (EULAR), being held 11-15 June. We believe the POC data, showing improvements in disease activity and functional outcomes support the continued development of Vyvgart, with phase 3 trials currently ongoing in both indications. In addition, Vyvgart was granted FDA fast track designation...
- Jacob Mekhael
- Lynn Hautekeete
- Thomas Vranken
argenx Presents New Efgartigimod Data at EULAR 2025 Highlighting Posit...
argenx Presents New Efgartigimod Data at EULAR 2025 Highlighting Positive Phase 2 Proof-of-Concept Results in Myositis and Sjogren’s Disease ALKIVIA data demonstrate significant improvement in muscle strength and physical function in myositis patients treated with efgartigimodRHO data show efgartigimod achieved sustained reduction in autoantibodies and improved functional outcomes in patients with Sjogren’s disease; program granted U.S. FDA Fast Track designationargenx committed to new therapeutic areas in rheumatology with ongoing Phase 3 studies in myositis (ALKIVIA) and Sjogren’s disea...
argenx to Present at Goldman Sachs 46th Annual Global Healthcare Confe...
argenx to Present at Goldman Sachs 46th Annual Global Healthcare Conference June 3, 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 Karl Gubitz, Chief Financial Officer, will participate in a fireside chat at the Goldman Sachs 46th Annual Global Healthcare Conference on Tuesday, June 10, 2025 at 8:40 AM ET in Miami, FL. A live webcast of the presentation may be accessed on the Investors section of the argenx website at . A replay of the w...
argenx Announces Results of Annual General Meeting of Shareholders
argenx Announces Results of Annual General Meeting of Shareholders May 28, 2025 – 10:01 PM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, announced the results of its Annual General Meeting of shareholders held on May 27, 2025. 91.1% of the Company’s share capital was represented at the Annual General Meeting. All items on the agenda received the required majority of votes in favor except for agenda item 5 (adoption of the remuneration policy). This age...
Argen X SE: 1 director
A director at Argen X SE bought 1,527 shares at 479.000EUR and 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 last two years clearly s...
- Martin Marandon-Carlhian
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
LRC LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
G1A GEA GROUP AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
ADEN ADECCO GROUP AG
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ELE ENDESA S.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
POST OSTERREICHISCHE POST AG
PRY PRYSMIAN S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
KBX KNORR-BREMSE AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
CTPNV CTP NV
ARM ARM HOLDINGS PLC
QGEN QIAGEN N.V.
- Martin Marandon-Carlhian
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
LRC LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
G1A GEA GROUP AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
ADEN ADECCO GROUP AG
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ELE ENDESA S.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
KBX KNORR-BREMSE AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
CTPNV CTP NV
ARM ARM HOLDINGS PLC
QGEN QIAGEN N.V.
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Thomas Vranken
argenx FIRST LOOK: 1Q25 results confirm CIDP momentum
argenx reported a strong quarter with Vyvgart sales coming in at $ 790m, in line with CSS, showcasing the robustness of the commercial engine. We note that the company again reached operating profitability for the quarter. Pipeline timelines are reiterated and we look ahead to the upcoming readout in seronegative gMG (2H25), as well as PoC results in lupus nephritis (Vyvgart, 4Q25), delayed graft function (empa, 2H25) and congenital myasthenic syndrome (‘119, 2H25). Accumulate/ € 670 TP reiterat...
argenx Reports First Quarter 2025 Financial Results and Provides Busin...
argenx Reports First Quarter 2025 Financial Results and Provides Business Update $790 million in first quarter global product net sales First patients treated with VYVGART Hytrulo pre-filled syringe for self-injection in US and Germany CIDP global expansion with positive CHMP opinion for VYVGART-SC (vial and pre-filled syringe) in EU Management to host conference call today at 2:30 PM CET (8:30 AM ET) May 8, 2025, 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe...
argenx to Present at BofA Securities 2025 Health Care Conference
argenx to Present at BofA Securities 2025 Health Care Conference May 6, 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 Tim Van Hauwermeiren, Chief Executive Officer, and members of the management team will present at the BofA Securities 2025 Health Care Conference on Tuesday, May 13, 2025 at 4:20 p.m. PT. A live webcast of the presentation may be accessed on the Investors section of the argenx website at . A replay of the webcast will be...
argenx to Report First Quarter 2025 Financial Results and Business Upd...
argenx to Report First Quarter 2025 Financial Results and Business Update on May 8, 2025 May 1, 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, May 8, 2025 at 2:30 p.m. CET (8:30 a.m. ET) to discuss its first 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 replay of th...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
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