argenx SE (ARGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
argenx continues to outperform expectations, driven by Vyvgart's strong commercial momentum and impressive growth in CIDP and gMG markets. Vyvgart is on track to deliver more than $4.1 billion in net sales in 2025, and there are five late-stage readouts in 2025 that could further improve the long-term outlook. Profitability and robust cash generation add business development as another avenue for growth.
Baron International Growth Fund gained 6.04% during the quarter, slightly underperforming its benchmark, the MSCI ACWI ex USA Index. Lynas Rare Earths' shares nearly doubled during the quarter as geopolitical and trade tensions underscored the strategic importance of supply sources outside China. Constellation Software, a holding company that owns and operates a large portfolio of vertical-market software businesses, detracted from performance.
| Biotechnology Industry | Healthcare Sector | Timothy Van Hauwermeiren CEO | XHAN Exchange | US04016X1019 ISIN |
| NL Country | 1,599 Employees | - Last Dividend | - Last Split | - IPO Date |
argenx SE, founded in 2008 and headquartered in Amsterdam, the Netherlands, is a prominent biotechnology firm focused on the discovery, development, and commercialization of a wide range of therapeutic solutions aimed at treating autoimmune diseases. The company operates on a global scale, with significant activities in the United States, Japan, Europe, Middle East, Africa, and China. It has established strategic partnerships and collaborations with industry leaders, including AbbVie S.À.R.L., Zai Lab Limited, and LEO Pharma A/S, as well as academic institutions and biotechnology companies. These alliances have been instrumental in expanding argenx SE's research capabilities and accelerating the development of its innovative product pipeline.
argenx SE's extensive pipeline focuses on addressing unmet medical needs in autoimmune diseases and related conditions. Among its innovative offerings are:
Additionally, argenx SE's collaborations, such as those with Genmab A/S and IQVIA Holdings Inc., are aimed at discovering, developing, and commercializing novel antibodies with potential applications in immunology and oncology, further enhancing the company's diverse and innovative pipeline.