argenx SE (ARGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
argenx SE (ARGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
argenx: Sights Set On $1,000
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 Q3 2025 Contributors And Detractors
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.
argenx SE (ARGX) Q3 2025 Earnings Call Transcript
argenx SE ( ARGX ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Beth DelGiacco - VP and Global Head of Corporate Communications & Investor Relations Tim Van Hauwermeiren - Co-Founder, CEO & Executive Director Karl Gubitz - Chief Financial Officer Karen Massey - Chief Operating Officer Luc Truyen - Chief Medical Officer Conference Call Participants Rajan Sharma - Goldman Sachs Group, Inc., Research Division Tazeen Ahmad - BofA Securities, Research Division Derek Archila - Wells Fargo Securities, LLC, Research Division Alexander Thompson - Stifel, Nicolaus & Company, Incorporated, Research Division Yatin Suneja - Guggenheim Securities, LLC, Research Division Yaron Werber - TD Cowen, Research Division Danielle Brill Bongero - Truist Securities, Inc., Research Division Amy Li - Jefferies LLC, Research Division Richard Vosser - JPMorgan Chase & Co, Research Division Samantha Semenkow - Citigroup Inc., Research Division Myles Minter - William Blair & Company L.L.C., Research Division Jacob Mekhael - KBC Securities NV, Research Division Thomas Smith - Leerink Partners LLC, Research Division Douglas Tsao - H.C.
3 Healthcare Pathbreakers With Long-Term Tailwinds
In the world of healthcare stocks, a major innovation, new medical device, or successful drug treatment can cement a firm's position as a leader. Unfortunately, many firms chase after these goals and never achieve them.
Baron Health Care Fund Q2: Top Contributors, Misses, And Strategic Shifts
Insmed, Intuitive Surgical, and IDEXX Laboratories were top contributors, driven by strong drug pipelines, innovation, and robust financial results. We exited UnitedHealth Group due to earnings misses, guidance cuts, and Medicare Advantage mispricing, despite its long-term potential to restore profitability. Thermo Fisher and argenx detracted from performance amid macro headwinds and lower-than-expected sales, but we retain conviction in their long-term prospects.
argenx SE (ARGX) Q2 2025 Earnings Call Transcript
argenx SE (NASDAQ:ARGX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Beth DelGiacco - VP and Global Head of Corporate Communications & Investor Relations Karen Massey - Chief Operating Officer Karl Gubitz - Chief Financial Officer Luc Truyen - Chief Medical Officer Timothy Van Hauwermeiren - Co-Founder, CEO & Executive Director Conference Call Participants Akash Tewari - Jefferies LLC, Research Division Alexander Thompson - Stifel, Nicolaus & Company, Incorporated, Research Division Charles Pitman - Barclays Bank PLC, Research Division Derek Christian Archila - Wells Fargo Securities, LLC, Research Division Douglas Dylan Tsao - H.C. Wainwright & Co, LLC, Research Division Gavin Clark-Gartner - Evercore ISI Institutional Equities, Research Division James Daniel Gordon - JPMorgan Chase & Co, Research Division Myles Robert Minter - William Blair & Company L.L.C.
Argenx (ARGX) Upgraded to Buy: Here's Why
Argenx (ARGX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
argenx SE (ARGX) Q1 2025 Earnings Call Transcript
argenx SE (NASDAQ:ARGX ) Q1 2025 Results Conference Call May 8, 2025 8:30 AM ET Company Participants Beth DelGiacco - Vice President, Corporate Communications and Investor Relations Tim Van Hauwermeiren - Chief Executive Officer Karl Gubitz - Chief Financial Officer Karen Massey - Chief Operating Officer Conference Call Participants Tazeen Ahmad - Bank of America Alex Thompson - Stifel Vikram Purohit - Morgan Stanley Rajan Sharma - Goldman Sachs James Gordon - JPMorgan Derek Archila - Wells Fargo Yaron Werber - TD Cowen Victor Floch - BNP Paribas Nat Charoensook - Leerink Partners Amy Li - Jefferies Charles Pitman-King - Barclays Myles Minter - William Blair Suzanne van Voorthuizen - Kempen Yatin Suneja - Guggenheim Andy Chen - Wolfe Research David Nierengarten - Wedbush Securities Gavin Clark-Gartner - Evercore ISI Samantha Semenkow - Citi Leland Gershell - Oppenheimer Joel Beatty - Baird Xian Deng - UBS Operator Good morning. My name is Rob, and I will be your conference operator today.
Wall Street Analysts Believe Argenx (ARGX) Could Rally 25.8%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 25.8% in Argenx (ARGX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Argenx (ARGX) Moves 4.4% Higher: Will This Strength Last?
Argenx (ARGX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Argenx (ARGX) Surges 4.1%: Is This an Indication of Further Gains?
Argenx (ARGX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
