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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
- 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCW
Revenue up 89% y/y, record backlog, and new strategy for European optical payload leadership. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, driven by major space contracts. - 6 FebSCW
Space segment drives 29% revenue growth, strong backlog and contracts support 2025 outlook. - 6 FebSCW
73% revenue growth, record backlog, and major space contracts drive expansion and investment. - 6 FebPENG
All proposals passed, with no questions raised and results to be filed on Form 8-K. - 6 FebSCW
Q1 2025 revenue surged 97% year-over-year, with strong backlog and new contracts secured.
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