)
argenx (ARGX) investor relations material
argenx 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Patient Impact and Clinical Progress
Over 19,000 patients are currently on VYVGART, with 10 registration trials ongoing and four new pipeline molecules advanced last year.
VYVGART has transformed patient lives, enabling significant improvements in daily function and quality of life, as highlighted by patient testimonials and real-world data.
VYVGART is now the number one prescribed biologic in MG, driving 60% of biologic growth in the indication.
More than 4,700 prescribers in the US, with a 20% year-on-year increase in new prescribers, and 4,700+ active prescribers for CIDP.
Prefilled syringe launch increased patient impact and broadened the prescriber base.
Vision 2030 and Strategic Priorities
Aims to have 50,000 patients on treatment, 10 labeled indications, and 5 new molecules in Phase 3 by 2030.
Plans for 10 ongoing registrational studies and 4 new pipeline molecules in 2025.
2026 priorities include expanding VYVGART's reach, advancing FcRn therapies, and delivering new innovations.
Focus on redefining treatment and patient outcomes in neurology and rheumatology.
Building a sustainable FcRn franchise with multiple clinical-stage molecules.
Financial Performance and Commercial Strategy
Projected 2025 product net sales of $4.2 billion, representing 90% year-over-year growth.
Achieved $1.3 billion in Q4 2025 sales, a 14% increase from the previous quarter, nearly doubling business year-over-year.
Achieved first year of operating profitability in 2025, reaching structural profitability.
VYVGART reached blockbuster status in CIDP as of Q3 2025.
Prefilled syringe (PFS) and market access strategies have been key growth drivers, especially in CIDP and MG.
- TimeTickerHeadlineOpen
- BOROUGE
FY2025 net profit hit $1.1B with 37% EBITDA margin, record sales, and major restructuring. - DCRU
Strong FY2025 growth, high occupancy, and strategic expansion driven by digital demand. - WOSG
Q3 sales growth exceeded expectations, guidance raised, and US presence expanded. - NOBA
Record profit growth, robust capital, and SME expansion drive strong 2025 results. - SF
Margins expanded to 27% despite revenue decline and large non-cash impairments. - IFX
Q1 FY26 revenue up 7% YoY to €3.66bn, led by AI and automotive, with key acquisition and investments. - WRT1V
All-time high profit and cash flow, with robust Marine and Energy growth and major investments. - CB
Record net income and strong underwriting drive robust growth, with positive 2026 outlook. - BERG
EBITA and margins rose 12% with 4% organic growth, supported by acquisitions and efficiency. - APOTEA
Full-year revenue up 10.1%, but Q4 margin dropped to 1.3% on higher costs.
Next argenx earnings date
Next argenx earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)