Loading...
ARGX logo

argenx SEInforme acción NasdaqGS:ARGX

Capitalización bursátil US$49.0b
Precio de las acciones
US$782.17
US$990.96
21.1% infravalorado descuento intrínseco
1Y38.3%
7D0.7%
Valor de la cartera
Ver

argenx SE

Informe acción NasdaqGS:ARGX

Capitalización de mercado: US$49.0b

argenx (ARGX) Resumen de Acciones

argenx SE, empresa biofarmacéutica en fase comercial, desarrolla diversas terapias para el tratamiento de enfermedades autoinmunes en Estados Unidos, Japón, China, Países Bajos y a escala internacional. Saber más

Análisis fundamental de ARGX
Puntuación del snowflake
Valoración3/6
Crecimiento futuro5/6
Rendimiento pasado4/6
Salud financiera5/6
Dividendos0/6

Recompensas

Análisis de riesgos

No se han detectado riesgos en ARGX a partir de nuestros controles de riesgos.

ARGX Community Fair Values

Create Narrative

See what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de argenx SE

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del argenx
Precios históricos de las acciones
Precio actual de la acción€787.31
Máximo en las últimas 52 semanas€934.62
Mínimo de 52 semanas€510.06
Beta-0.057
Cambio en 1 mes2.86%
Variación en 3 meses-2.97%
Cambio de 1 año38.34%
Variación en 3 años93.51%
Variación en 5 años201.33%
Variación desde la OPV3,323.09%

Noticias y actualizaciones recientes

Recent updates

Seeking Alpha Dec 17

argenx: TED Phase 3 Failure, Vyvgart Growth, And Why I'm Still A Hold

Summary argenx SE retains a Hold rating due to valuation constraints and pipeline setbacks, despite strong commercial execution with VYVGART. Recent termination of TED and lupus nephritis programs narrows pipeline focus, highlighting management's disciplined capital allocation and early stop rules. VYVGART's label expansion and robust operating leverage drive near-term growth, but blockbuster potential in frontline CIDP remains unproven. ARGX's pipeline remains commercially de-risked, but upside is limited without breakthroughs beyond VYVGART, supporting a cautious stance at the current valuation. Read the full article on Seeking Alpha
Seeking Alpha Mar 24

Argenx: The Magic May Be Already Priced In

Summary argenx's valuation is stretched: trading at ~90x forward P/E, the upside appears limited. Competitive threats are intensifying with UCB (Rystiggo), J&J (Nipocalimab), and Immunovant (Batoclimab/IMVT-1402). There is a near-term catalyst gap in 2025: Major data readouts (TED, Myositis, Systemic Sclerosis) won’t read out until 2026. I initiate Argenx with a HOLD rating. Read the full article on Seeking Alpha
Seeking Alpha Feb 27

argenx: Vyvgart's Sales Momentum Improves, Clinical Data Updates From A Key Competitor Imminent

Summary 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. Near-term risk comes from Immunovant's batoclimab with data in gMG and CIDP patients that could temporarily impact argenx's share price. ARGX stock's valuation remains on the high side but is supported by strong sales momentum of Vyvgart and the expanding and increasingly productive pipeline. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

argenx: Lofty Valuation Diminishes Appeal Amid Autoimmune Expansion (Rating Downgrade)

Summary Efgartigimod shows success in myositis trials after prior approvals in gMG/CIDP. Both IV and subcutaneous forms are approved, with Phase 3 myositis trials starting. Q4 2024 revenue beats estimates at $737M, with $2.2B for full year. Company holds strong cash position of $3.4B at year-end. Pipeline includes C2-targeting empasiprubart and multiple preclinical drugs. Vision 2030 aims for 10 indications and 5 Phase 3 candidates. HOLD rating: $40B market cap prices in current potential. High R&D costs and need for clinical wins limit upside despite leadership in FcRn space. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

Argenx: Strong CIDP Launch, But gMG Growth Propels Q3 Sales Beat

Summary argenx reported strong Q3 results with the sales outperformance being primarily driven by the gMG uptake of Vyvgart. Initial contribution from the CIDP launch also exceeded expectations. The growth outlook for 2025 has further improved after the Q3 results. The pipeline is as busy as ever with an increasing number of registrational trials of Vyvgart and empasiprubart. The valuation is on the high side after the recent and significant share price appreciation, but argenx has the strong and improving growth outlook to back it up. Read the full article on Seeking Alpha
Seeking Alpha Sep 25

argenx: Myositis Data Could Add Billions In Value

Summary argenx remains a dominant player in the anti-FcRn market, with Vyvgart approved for gMG, CIDP, and ITP in Japan. The ALKIVIA trial aims to expand Vyvgart's use in myositis, a rare autoimmune disease affecting at least 45,000 people in the U.S. Efgartigimod’s FcRn inhibition reduces pathogenic IgG autoantibodies, showing potential across multiple autoimmune diseases. argenx's solid cash reserves and reduced operating loss suggest a strong financial position with a five-year cash runway. ARGX's leadership in the FcRn market supports a bullish outlook, though high expectations make downside risks notable. Read the full article on Seeking Alpha
Seeking Alpha Jun 28

Argenx: Strong Setup For Outperformance In 2025

Summary Argenx's shares rose after FDA approval of Vyvgart for the treatment of CIDP. The approval expands the addressable market for Vyvgart, and the company will initially target 12,000 patients in the U.S. who are currently not well controlled on other drugs. The filing with the FDA for the prefilled syringe for Vyvgart was completed, and it represents another potential growth driver in 2025 and a key defensive step in the long-term. The current Street revenue consensus for 2025 looks very conservative and the CIDP approval sets the stage for a period of strong commercial outperformance. Read the full article on Seeking Alpha
Seeking Alpha May 07

argenx: Innovation Over Losses In Autoimmune Arena

Summary argenx stock has decreased by 22% since the last evaluation, reflecting operational challenges and market conditions. The company is facing competition in the clinic, particularly from Immunovant's IMVT-1402 and Johnson & Johnson's nipocalimab. Despite high R&D and SG&A expenses leading to losses, argenx reported substantial revenue growth and maintains a strong cash position. Regulatory progress and potential market expansion for Vyvgart Hytrulo in new therapeutic areas could bolster argenx's market position. Recommend buying argenx shares, noting its potential in the autoimmune sector and a strong balance sheet, suitable for a barbell portfolio. Read the full article on Seeking Alpha
Seeking Alpha Feb 01

argenx: Upgrading To 'Strong Buy' On Vyvgart's Q4 Sales, Empasiprubart Data, Pipeline Expansion

Summary Vyvgart generated $1.2 billion in net sales in 2023 and is in a good position to continue performing well in 2024 and beyond. Empasiprubart has generated strong results in the first cohort of MMN patients, putting this candidate on investors' radars and offering something other than Vyvgart. Pipeline expansion includes ARGX-213, the next-generation Vyvgart, which could address some of Vyvgart's limitations and extend the patent life of the anti-FcRn franchise. Read the full article on Seeking Alpha
Seeking Alpha Sep 21

Argenx files for US approval of subcutaneous form of neuromuscular disorder drug efgartigimod

Argenx (NASDAQ:ARGX) submitted an application to the U.S. Food and Drug Administration (FDA) seeking approval of subcutaneous (SC) efgartigimod to treat adult patients with generalized myasthenia gravis (gMG). The Biologics License Application (BLA) was backed by data from a phase 3 trial called ADAPT-SC, which showed noninferiority of SC efgartigimod (1000mg efgartigimod-PH20) compared to intravenously administered Vyvgart (efgartigimod alfa-fcab). SC efgartigimod is co-formulated with recombinant human hyaluronidase PH20 (rHuPH20), Halozyme's (NASDAQ:HALO) drug delivery technology ENHANZE, argenx said in a Sept. 21 press release. Argenx noted that ENHANZE helps the subcutaneous injection delivery of biologics which are typically administered via intravenous infusion. Myasthenia gravis is an autoimmune neuromuscular disorder mainly characterized by muscle weakness and muscle fatigue which can make it difficult to chew, swallow, stand and walk, among other things.
Seeking Alpha Aug 11

Argenx's neuromuscular disorder drug Vyvgart wins approval in EU

The European Commission (EC) approved argenx's (NASDAQ:ARGX) Vyvgart (efgartigimod alfa-fcab) as an add-on to standard therapy to treat adult patients with generalized myasthenia gravis (gMG) who are anti-acetylcholine receptor (AChR) antibody positive. The drug is already approved in the U.S. The EC approval follows a positive opinion by a panel of the European Medicines Agency (EMA) in June recommending the approval of the therapy. The Netherlands-based company said it will work with local health authorities to secure market access for Vyvgart across the EU. The EC approval was backed by data from a global phase 3 trial called ADAPT. In April 2022 the company reported data from a phase 3 three-year extension study called ADAPT+. Myasthenia gravis is an autoimmune neuromuscular disorder mainly characterized by muscle weakness and muscle fatigue which can make it difficult to chew, swallow, smile, stand and walk, among other things. ARGX +1.58% to $380.15 premarket Aug. 11
Seeking Alpha Jul 28

Argenx SE GAAP EPS of -$3.81 beats by $0.83, total operating income of $85.18M

Argenx SE press release (NASDAQ:ARGX): Q2 GAAP EPS of -$3.81 beats by $0.83. Total operating income of $85.18M (-73.4% Y/Y).
Seeking Alpha May 25

argenx: A Very Good Start For Vyvgart

argenx beat Q1 2022 revenue estimates thanks to a strong launch of Vyvgart in generalized myasthenia gravis. The early patient numbers look good compared to the launch of Soliris four years ago. The phase 3 results of efgartigimod look somewhat underwhelming on the primary endpoint but mark an important de-risking event. Cash burn will be high this year but should start to decline as Vyvgart sales ramp and the company has a strong balance sheet. The valuation has not come down despite the biotech bear market but ARGX remains well-positioned to deliver shareholder value in the following years.
Seeking Alpha May 18

argenx SE: Again Following Dutch Biotech, Prior Recommendation Near-Term Gain

Derivatives markets, used by the market-making community to hedge equity market liquidity trade orders, tell by their component structure and prices the subject stock’s expected coming price range limits. By comparing today’s balance of upside and downside price change prospects with outcome experiences of similar prior forecasts, qualitative comparisons are being made, stock by stock, of investing portfolio candidates. The analysis indicates for each: a) How big a gain; b) How likely to be reached; c) How soon it could happen; d) How much interim loss risk exposure likely. What else is needed? Only Your acceptance of the implication of open-market buyers’ AND sellers’ real-money bets on their judgments of the future, as offered in March.
Seeking Alpha Mar 07

argenx SE: Dutch Biotech Has Near Gain Ahead Says Hedging By Market-Makers

Derivatives markets, used by the market-making community to hedge equity market liquidity trade orders, tell by their component structure and prices the subject stock’s expected coming price range limits. By comparing today’s balance of upside and downside price change prospects with outcome experiences of similar prior forecasts, qualitative comparisons are being made, stock by stock, of investing portfolio candidates. The analysis indicates for each: a) How big a gain; b) How likely to be reached; c) How soon it could happen; d) How much interim loss risk exposure exists. What else is needed?  Your acceptance standards of the implication of open-market buyers’ AND sellers’ real-money bets on their judgments of the future, once again.
Seeking Alpha Dec 22

argenx: Vyvgart's Approval A Key Step For Continued Value Creation

argenx received FDA approval for Vyvgart (efgartigimod) for the treatment of generalized myasthenia gravis. The label looks very favorable, and the only negative is that patients who do not have AChR antibodies are not included. Net price estimate of $225,000 per patient per year looks appropriate and the company is pushing value-based agreements with payers. Vyvgart is well-positioned to become one of the leading treatments for gMG patients. The launch of Vyvgart and multiple late-stage clinical trial readouts are the main value drivers for argenx in the next two years.
Seeking Alpha Nov 30

argenx SE: Institutional Buying Turnaround In Dutch Biotech With Thin Audience Now Seen As Good Value By Market-Makers

Look for surprise values in underpriced stocks. Not the story issues being ballyhooed by touts and the media – everyone knows them. The hidden values are ones found by experienced professional researchers who know the details of industry group issues and their special strengths. They know when to add them to their institutional employer’s multi-billion-$ portfolio. Like when sudden forced Market-Maker liquidity requires price protection by hedging. The cost and structure of that price-change insurance for the MM, a “trade liquidity requirement” paid by the institutional investor buyer, tells how far the stock’s prices may go. For investor portfolios where wealth-building is a principal objective, this is the place to find near-term capital gain reliability.
Seeking Alpha Aug 23

argenx: R&D Day Goes Unnoticed

argenx held an R&D day last month and it went largely unnoticed. The company outlined an ambitious 2025 vision for efgartigimod, ARGX-117, and its Immunology Innovation Program. The two new indications for efgartigimod are myositis and bullous pemphigoid. ARGX-117 phase 1 healthy volunteer data look good and supportive of further clinical development in complement-mediated diseases.
Seeking Alpha Jun 30

argenx: Next Phase Of Growth With Efgartigimod And ARGX-117

One of argenx's main competitors, Immunovant, suffered clinical setbacks this year and these setbacks have further solidified efgartigimod's potential best-in-class position. argenx to become a commercial-stage company by late-2021 with expected efgartigimod approval for generalized myasthenia gravis. Efgartigimod's robust clinical program with five late-stage trials will soon expand with two additional indications. Phase 1 results of ARGX-117 should provide important data in the following weeks. Janssen gave up on cusatuzumab after underwhelming ELEVATE study data and I no longer expect this candidate to create shareholder value.

Rentabilidad de los accionistas

ARGXUS BiotechsMercado US
7D0.7%1.2%2.1%
1Y38.3%41.9%30.6%

Rentabilidad vs. Industria: Los resultados de ARGX fueron inferiores a los de la industria US Biotechs, que obtuvo un rendimiento del 41.9% el año pasado.

Rentabilidad vs. Mercado: ARGX superó al mercado US, que obtuvo un rendimiento del 30.6% el año pasado.

Volatilidad de los precios

Is ARGX's price volatile compared to industry and market?
ARGX volatility
ARGX Average Weekly Movement4.3%
Biotechs Industry Average Movement10.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: ARGX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de ARGX (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
20081,863Karen Masseyargenx.com

argenx SE, empresa biofarmacéutica en fase comercial, desarrolla diversas terapias para el tratamiento de enfermedades autoinmunes en Estados Unidos, Japón, China, Países Bajos e internacionalmente. La empresa ofrece VYVGART para el tratamiento de la gMG y la trombocitopenia inmunitaria (PTI), y VYVGART HYTRULO para el tratamiento de la gMG y la polineuropatía desmielinizante inflamatoria crónica (PDIC). También desarrolla efgartigimod para el tratamiento de la gMG seronegativa, la miastenia grave ocular (MG), la PTI primaria, la enfermedad de Grave, la miositis, la enfermedad de Sjögren, la esclerosis sistémica y la AMR; empasiprubart para la MMN, el retraso de la función del injerto y la CIDP; y adimanebart para el síndrome miasténico congénito y la atrofia muscular espinal.

Resumen de fundamentos de argenx SE

¿Cómo se comparan los beneficios e ingresos de argenx con su capitalización de mercado?
Estadísticas fundamentales de ARGX
Capitalización bursátilUS$49.00b
Beneficios(TTM)US$1.49b
Ingresos (TTM)US$4.74b
32.9x
Ratio precio-beneficio (PE)
10.3x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ARGX
IngresosUS$4.74b
Coste de los ingresosUS$1.99b
Beneficio brutoUS$2.76b
Otros gastosUS$1.27b
BeneficiosUS$1.49b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Jul 23, 2026

Beneficios por acción (BPA)23.94
Margen bruto58.11%
Margen de beneficio neto31.40%
Ratio deuda/patrimonio0.6%

¿Cómo se ha desempeñado ARGX a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 12:06
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

argenx SE está cubierta por 55 analistas. 29 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullBaird
Colleen KusyBaird
Joel BeattyBaird