argenx (ARGX) 44th Annual J.P. Morgan Healthcare Conference summary

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.