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.
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 (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) 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 (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.
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) 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) 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 SE (NASDAQ:ARGX ) Q4 2024 Earnings Conference Call February 27, 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 Derek Archila - Wells Fargo Yaron Werber - TD Cowen Victor Floch - BNP Paribas Rajan Sharma - Goldman Sachs Suzanne van Voorthuizen - Kempen Vikram Purohit - Morgan Stanley Matt Phipps - William Blair Gavin Clark-Gartner - Evercore ISI Samantha Semenkow - Citi Thomas Smith - Leerink Partners Leland Gershell - Oppenheimer Mehdi Goudarzi - Truist Securities Douglas Tsao - H. C. Wainwright Manos Mastorakis - Deutsche Bank Operator Good morning.
argenx reported Q4 earnings today. Vyvgart's strong Q4 2024 performance, driven by the U.S. CIDP launch, positions it for continued growth with upcoming launches and approvals in Europe, Japan, and the U.S. The sales outlook for 2025 looks strong, and I expect Vyvgart to once again exceed Street expectations. The pipeline catalyst calendar is light for 2025, and several far more important readouts of Vyvgart and one of empasiprubart are expected in 2026.
Argenx recently hit an all-time high ahead of fourth-quarter earnings. Shares are in a flat base with a buy point of 678.21.
Here is how argenex SE (ARGX) and Biodexa Pharmaceuticals PLC Unsponsored ADR (BDRX) have performed compared to their sector so far this year.