argenx（ARGX）株式概要
商業段階のバイオファーマ企業であるargenx SEは、米国、日本、中国、オランダ、そして国際的に自己免疫疾患治療のための様々な治療法を開発している。 詳細
ARGX Community Fair Values
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Analyst Price Targets
Top Community Narratives
€686.43
FV
26.7% 割高 内在価値ディスカウント15.00%
Revenue growth p.a.
89
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argenx SE 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €870.00 |
| 52週高値 | €870.00 |
| 52週安値 | €556.80 |
| ベータ | -0.040 |
| 1ヶ月の変化 | 15.69% |
| 3ヶ月変化 | 26.01% |
| 1年変化 | 55.64% |
| 3年間の変化 | 87.91% |
| 5年間の変化 | 202.08% |
| IPOからの変化 | 10,912.66% |
最新ニュース
ナラティブ更新 • Aug 11
ARGX: Myositis Phase 3 Readouts And Forte Deal Will Drive Future Repricing
The analyst fair value estimate for argenx has increased from €991 to approximately €1,093, with analysts citing a series of higher Street price targets and positive views on Vyvgart performance, the Forte Biosciences acquisition, and the broader immunology pipeline. Analyst Commentary Recent Street commentary on argenx points to strong interest in Vyvgart execution, expanding autoimmune indications and the Forte Biosciences acquisition, with many bullish analysts revisiting their models and price targets through mid 2026.
ナラティブ更新 • Jul 28
ARGX: Myositis Readouts And Forte Deal Will Drive Next Upside
Analysts have nudged their fair value estimate for argenx higher to about €906 from roughly €887, reflecting a slightly lower discount rate and marginally improved long term profitability assumptions, partly supported by a wave of price target increases after the Forte Biosciences acquisition and stronger Vyvgart performance in recent Q2 results. Analyst Commentary Recent research views on argenx cluster around two themes.Recent updates
ナラティブ更新 • Aug 11
ARGX: Myositis Phase 3 Readouts And Forte Deal Will Drive Future Repricing
The analyst fair value estimate for argenx has increased from €991 to approximately €1,093, with analysts citing a series of higher Street price targets and positive views on Vyvgart performance, the Forte Biosciences acquisition, and the broader immunology pipeline. Analyst Commentary Recent Street commentary on argenx points to strong interest in Vyvgart execution, expanding autoimmune indications and the Forte Biosciences acquisition, with many bullish analysts revisiting their models and price targets through mid 2026.ナラティブ更新 • Jul 28
ARGX: Myositis Readouts And Forte Deal Will Drive Next Upside
Analysts have nudged their fair value estimate for argenx higher to about €906 from roughly €887, reflecting a slightly lower discount rate and marginally improved long term profitability assumptions, partly supported by a wave of price target increases after the Forte Biosciences acquisition and stronger Vyvgart performance in recent Q2 results. Analyst Commentary Recent research views on argenx cluster around two themes.ナラティブ更新 • Jul 14
ARGX: Myositis Phase 3 Data Will Drive Next Leg Of Upside
The analyst price target for argenx has been raised by approximately €18 to reflect slightly higher modeled fair value and modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, supported by recent Street research that highlights myositis as a key potential value driver for Vyvgart. Analyst Commentary Recent Street research on argenx continues to cluster around Vyvgart and its potential in myositis, with multiple firms updating valuation models and price targets.ナラティブ更新 • Jun 30
ARGX: Myositis Phase 3 Readouts Will Shape Future Earnings Power
Analysts have nudged their average price targets for argenx higher, citing a series of recent target increases into the €1,059 to about €1,291 range and arguing that the market may still underappreciate the potential of Vyvgart in autoimmune myositis and related indications. Analyst Commentary Recent research on argenx centers on how Vyvgart and the broader myositis program could influence the company’s long term value, with several firms updating their models ahead of key Phase 3 readouts.
ナラティブ更新 • Jun 16
ARGX: Phase 3 Myositis And ALKIVIA Outcomes Will Test Elevated Stock Expectations
The analyst fair value estimate for argenx has been revised from €614.80 to €644.90 as analysts factor in higher Street price targets and upcoming Phase 3 myositis and ALKIVIA study readouts for Vyvgart and efgartigimod. Analyst Commentary on argenx Recent Street research around argenx highlights a mix of optimism on the clinical pipeline and caution on execution and valuation, giving investors a more balanced picture of risk around Vyvgart and efgartigimod ahead of the Phase 3 myositis and ALKIVIA readouts.ナラティブ更新 • Jun 02
ARGX: Expanded gMG Label And Myositis Readouts Will Drive Future Repricing Potential
Analysts have nudged their blended price target for argenx higher to about €1,000, reflecting incremental target increases up to €1,291, as they point to upcoming Vyvgart and efgartigimod Phase 3 data and ongoing profitability as key supports for the updated view. Analyst Commentary Bullish analysts are leaning into a constructive view on argenx, pointing to upcoming clinical readouts and recent profitability as key pieces of the story rather than short term trading factors.
新しいナラティブ • May 20
High-growth biotech compounding story if VYVGART becomes a multi-indication platform drug
Investment Memo – argenx SE 1. Executive Summary argenx is a commercial-stage biotech in immunology with an active blockbuster (VYVGART) and an advanced pipeline focused on rare autoimmune diseases.ナラティブ更新 • May 14
ARGX: Expanded Neuromuscular Indications Will Support Future Earnings Power
Analysts nudged their blended price target for argenx higher by about €2 to roughly €845, citing a slightly higher fair value estimate, modestly adjusted growth and discount rate assumptions, and support from recent research highlighting Vyvgart momentum and an expanded late stage pipeline. Analyst Commentary Recent research shows a split between analysts trimming targets on fine tuned assumptions and others lifting or reaffirming higher fair value estimates.ナラティブ更新 • Apr 29
ARGX: Graves And gMG Franchise Expansion Will Drive Future Repricing Potential
Analysts have nudged their argenx price targets slightly lower in recent weeks, trimming individual fair values by €30 to €92. They continue to cite ongoing Vyvgart momentum, a broader late stage pipeline and a less demanding valuation as key supports for the updated outlook.ナラティブ更新 • Apr 15
ARGX: Late Stage Neuromuscular Readouts Will Support Future Earnings Power
Analysts have made a modest upward tweak to the fair value estimate for argenx to €842.55, reflecting updated assumptions for Vyvgart momentum, slightly higher revenue growth expectations around 26.7%, a somewhat lower profit margin near 34.7%, and a higher future P/E of about 25.5x following recent price target revisions and ongoing support from research firms despite generally lower headline targets. Analyst Commentary Recent Street research on argenx reflects generally constructive views on Vyvgart execution and the broader pipeline, with some caution around spending plans and the current valuation.ナラティブ更新 • Apr 01
ARGX: Graves And gMG Expansion Will Drive Future Repricing Potential
Analysts have nudged the blended price target for argenx slightly higher to about €991. This reflects updated assumptions that pair more moderate revenue growth with a higher profit margin outlook and a somewhat richer future P/E, supported by recent research citing steady Vyvgart momentum, consistent profitability and a deep late stage pipeline.ナラティブ更新 • Mar 17
ARGX: Late Stage Neuromuscular Pipeline Readouts Will Drive Future Upside
Argenx's updated analyst price target reflects a modest recalibration, with fair value edging from about €845 to €839 as analysts factor in ongoing Vyvgart momentum, a slightly lower future P/E assumption and continued profitability. Analyst Commentary Recent Street research on argenx clusters around two themes: execution on Vyvgart and how much of that outlook is already reflected in the share price.ナラティブ更新 • Mar 03
ARGX: Expanded Neuromuscular Indications Will Drive Long Term Upside Potential
The analyst fair value estimate for argenx edges up from €825.51 to €845.07, as analysts trim long term growth and margin assumptions while still pointing to Vyvgart uptake, late stage pipeline breadth, and ongoing price targets mostly above the current level as key supports for the updated price target range. Analyst Commentary Recent Street research shows a mixed but generally constructive tone around argenx, with price targets adjusted both up and down while ratings largely stay positive.ナラティブ更新 • Feb 17
ARGX: Vyvgart Expansion Into Seronegative gMG Will Support Long Term Upside
Narrative Update Analysts have raised their average price target on argenx by a few euros to €825.51. This reflects updated models that incorporate slightly higher revenue growth assumptions, a modestly higher future P/E multiple and recent target increases from firms citing steady long term confidence in the story.ナラティブ更新 • Feb 03
ARGX: Future Sector Correlation Risk May Undermine Elevated Biotech Thesis
Analysts have lifted their fair value estimate for argenx from US$528.05 to US$614.80, citing updated models that incorporate revised revenue growth, profit margin and future P/E assumptions, in line with a series of recent price target increases from major brokerage firms. Analyst Commentary Recent Street research on argenx has featured a series of higher price targets in both U.S. dollars and euros, reflecting updated models rather than wholesale shifts in underlying views.ナラティブ更新 • Jan 20
ARGX: Graves Disease And gMG Franchise Will Drive Future Repricing
Analysts have raised their fair value estimate for argenx from about $885 to roughly $990.88, citing higher modeled revenue growth assumptions, updated P/E expectations, and a series of price target increases across the Street. Analysts continue to view the company constructively, even as some lists are being rebalanced.ナラティブ更新 • Jan 06
ARGX: Vyvgart Franchise Expansion Will Drive Upside Despite Pipeline Setbacks
Analysts have lifted their fair value estimate for argenx from $797.32 to $820.09. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E after recent research that highlighted solid Q3 execution, optimism around Vyvgart's opportunity and some recalibration of upside potential.ナラティブ更新 • Dec 15
ARGX: Future Pipeline Readouts Will Balance Post Rally Expectations And Execution Risks
Analysts have nudged their average price target on argenx modestly higher by about $30 per share. This reflects stronger assumed revenue growth and higher future valuation multiples, even as they temper margin expectations in light of a more selective, probability-weighted view of the Vyvgart and empasiprubart pipelines.ナラティブ更新 • Nov 30
ARGX: Share Momentum Will Balance Pipeline Progress Against Post-Rally Expectations
Argenx's analyst price target has been modestly revised downward by approximately $4 to $766. Analysts are balancing optimism on new clinical data and pipeline expansion with tempered expectations following the recent stock rally.ナラティブ更新 • Nov 16
ARGX: Shares Will Weigh Expanding Indications Against Cooling Market Enthusiasm
Analysts have raised their price target for argenx by over $20 to approximately $770. They cite strong third-quarter performance, broadening growth drivers across Vyvgart indications, and confidence in the company’s expanding pipeline and commercial prospects.ナラティブ更新 • Nov 02
ARGX: Upcoming Phase 3 Readouts and Expanded Access Will Shape Future Outlook
Argenx's analyst price target has increased by over $24 to approximately $749. Analysts cite solid quarterly results, pipeline progress, and expanded commercial opportunities as key drivers for the upward revision.ナラティブ更新 • Sep 25
Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities
argenx’s consensus price target has been revised upward to €724.38 as analysts raise growth forecasts following strong Phase 3 Vyvgart data and expanding market opportunity, while improved revenue projections and robust pipeline momentum continue to offset valuation concerns. Analyst Commentary Bullish analysts are raising price targets on Argenx following positive topline Phase 3 data for Vyvgart in seronegative myasthenia gravis and successful primary endpoint achievement across patient subtypes, which expands the addressable market.ナラティブ更新 • Aug 29
Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities
argenx’s price target has been raised to €705.90 as analysts cite strong Vyvgart Phase 3 results, raised U.S. sales expectations, visible pipeline catalysts, and resilient uptake despite recent safety concerns. Analyst Commentary Bullish analysts cite Vyvgart’s positive Phase 3 ADAPT SERON results in seronegative generalized myasthenia gravis (gMG), demonstrating clinical improvement and supporting expansion into new patient subtypes.ナラティブ更新 • Aug 06
Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities
A sharp decline in argenx’s future P/E ratio, despite slightly lower revenue growth forecasts, has contributed to a notable increase in the consensus analyst price target from €665.23 to €700.31. What's in the News Argenx and Unnatural Products Inc.
新しいナラティブ • Apr 27
Prefilled Syringe Launch And Pipeline Trials Will Expand Global Reach
Strong pipeline potential from advanced Phase III and proof-of-concept studies could drive new product approvals and market expansion, boosting revenues.株主還元
| ARGX | BE Biotechs | BE 市場 | |
|---|---|---|---|
| 7D | 16.2% | 6.8% | -0.5% |
| 1Y | 55.6% | 28.4% | 19.6% |
業界別リターン: ARGX過去 1 年間で28.4 % の収益を上げたBelgian Biotechs業界を上回りました。
リターン対市場: ARGX過去 1 年間で19.6 % の収益を上げたBelgian市場を上回りました。
価格変動
| ARGX volatility | |
|---|---|
| ARGX Average Weekly Movement | 7.0% |
| Biotechs Industry Average Movement | 7.3% |
| Market Average Movement | 3.7% |
| 10% most volatile stocks in BE Market | 7.8% |
| 10% least volatile stocks in BE Market | 2.1% |
安定した株価: ARGXの株価は、 Belgian市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ARGXの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてBelgianの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2008 | 1,863 | Karen Massey | argenx.com |
商業段階のバイオ医薬品会社であるargenx SEは、米国、日本、中国、オランダ、および国際的に自己免疫疾患治療のための様々な治療法を開発している。同社は、重症汎発性筋無力症（gMG）、免疫性血小板減少症（ITP）、慢性炎症性脱髄性多発神経炎（CIDP）の治療薬として、VYGARTおよびVYGART HYTRULOを提供している。また、血清陰性および眼性gMG、甲状腺眼症、ITP、筋炎、シェーグレン病、ループス腎症、全身性硬化症、抗体媒介性拒絶反応、自己免疫性脳炎の治療薬としてエフガルチギモドを開発している；empassiprubartは多巣性運動神経障害、CIDP、移植片機能遅延、皮膚筋炎を、ARGX-119は先天性筋無力症候群、筋萎縮性側索硬化症、脊髄性筋萎縮症を対象としている。さらに、先天性筋無力症候群と筋萎縮性側索硬化症を治療するMuSK作動薬ARGX-119、炎症を治療するIL-6標的薬ARGX-109も開発中である；免疫系を標的とするARGX-121およびARGX-220、FcRnを標的とするARGX-213、ガレクチン-10に対する抗体を開発するARGX-118、さらにクサツズマブ、ARGX-112、ARGX-114、ARGX-115がある。また、OncoVerity, Inc.、LEO Pharma A/S、Zai Lab Limited、AbbVie, Inc.、Elektrofi、Genmab SE、中外製薬株式会社、Clayton Foundation、Halozyme Therapeutics, Inc.、AgomAb Therapeutics NV、Broteio Pharma B.V.、VIB vzw、University of America, Inc、VIB vzw, University of Texas, BioWa, Inc., Lonza Sales AG, Université Catholique de Louvain, Sopartec S.A., NYU Langone Health, Leiden University Medical Center, and IQVIA Ltd. argenx SEは2008年に設立され、オランダのアムステルダムを拠点としています。
argenx SE 基礎のまとめ
| ARGX 基礎統計学 | |
|---|---|
| 時価総額 | €54.41b |
| 収益（TTM） | €1.48b |
| 売上高(TTM) | €4.59b |
36.7x
PER（株価収益率11.8x
P/SレシオARGX は割高か？
公正価値と評価分析を参照収益と収入
| ARGX 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.32b |
| 売上原価 | US$2.18b |
| 売上総利益 | US$3.14b |
| その他の費用 | US$1.42b |
| 収益 | US$1.72b |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 22, 2026
| 一株当たり利益（EPS） | 27.42 |
| グロス・マージン | 59.07% |
| 純利益率 | 32.27% |
| 有利子負債／自己資本比率 | 0% |
ARGX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/18 15:13 |
| 終値 | 2026/08/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
argenx SE 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52
| アナリスト | 機関 |
|---|---|
| null null | Baird |
| Colleen Kusy | Baird |
| Joel Beatty | Baird |