argenx SE

ENXTBR:ARGX 주식 리포트

시가총액: €43.6b

argenx 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Karen Massey

최고경영자

US$6.3m

총 보수

CEO 급여 비율11.73%
CEO 재임 기간no data
CEO 지분 보유율0.007%
경영진 평균 재임 기간4.1yrs
이사회 평균 재임 기간3.5yrs

최근 경영진 업데이트

Recent updates

새로운 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 Aug 01

What argenx SE's (EBR:ARGX) 25% Share Price Gain Is Not Telling You

argenx SE ( EBR:ARGX ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. Looking...
분석 기사 Jun 30

We Think argenx (EBR:ARGX) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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새로운 내러티브 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.

CEO 보수 분석

Karen Massey의 보수는 argenx의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$6mUS$742k

US$1b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$6mUS$656k

US$833m

Sep 30 2024n/an/a

-US$40m

Jun 30 2024n/an/a

-US$204m

Mar 31 2024n/an/a

-US$328m

Dec 31 2023US$8mUS$481k

-US$295m

보상 대 시장: Karen의 총 보수(USD6.32M)는 Belgian 시장에서 비슷한 규모 기업의 평균(USD2.86M)보다 높습니다.

보상과 수익: Karen의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Karen Massey (46 yo)

no data
재임 기간
US$6,321,045
보수

Ms. Karen Massey serves as CEO & Executive Director of argenx SE since May 6, 2026. She was Chief Operating Officer at argenx SE since March 13, 2023 until May 6, 2026. She has experience in the pharmaceut...


리더십 팀

이름직위재임 기간보수지분
Karen Massey
CEO & Executive Directorno dataUS$6.32m0.0071%
€ 3.1m
Karl Gubitz
Chief Financial Officer4.9yrsUS$4.24m데이터 없음
Peter Ulrichts
Chief Scientific Officer3.3yrs데이터 없음데이터 없음
Malini Moorthy
General Counsel & Corporate Secretary4.3yrs데이터 없음데이터 없음
Arjen Lemmen
Vice President of Corporate Development & Strategy10yrs데이터 없음데이터 없음
Andria Wilk
Global Head of Quality6.3yrs데이터 없음데이터 없음
Luc Truyen
Chief Medical Officer4.1yrs데이터 없음데이터 없음
Hans de Haard
Co-Founder & Member of Board Advisorsno data데이터 없음데이터 없음
Filip Borgions
Chief Technology Innovation Officer4.1yrs데이터 없음데이터 없음
Marc Schorpion
Global Head of Human Resources7.4yrs데이터 없음데이터 없음
Achim Plueckebaum
Global Head of Digital Technologiesless than a year데이터 없음데이터 없음
Sandrine Piret-Gerard
Chief Commercialization Officer1.3yrs데이터 없음데이터 없음
4.1yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: ARGX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.1 년).


이사회 구성원

이름직위재임 기간보수지분
Karen Massey
CEO & Executive Directorno dataUS$6.32m0.0071%
€ 3.1m
Hans de Haard
Co-Founder & Member of Board Advisorsno data데이터 없음데이터 없음
Anthony Rosenberg
Independent Vice Chairman9.1yrsUS$477.40k0.0037%
€ 1.6m
Brian Kotzin
Non-Executive Director2yrsUS$484.90k0.0016%
€ 693.1k
Mary Hedley
Member of Board Advisorsno data데이터 없음데이터 없음
Pamela M. Klein
Independent Non-Executive Director10.1yrsUS$472.40k0.0037%
€ 1.6m
Timothy Van Hauwermeiren
Co-Founder & Non-Executive Chairman of the Board11.8yrsUS$4.57m0.13%
€ 57.4m
David Lacey
Member of Board Advisorsno dataUS$622.58k데이터 없음
Steve Krognes
Independent Non-Executive Director3.3yrsUS$490.84k0.0024%
€ 1.0m
Camilla Sylvest
Independent Non-Executive Director3.7yrsUS$464.90k0.0030%
€ 1.3m
Ana Cespedes
Independent Non-Executive Director3.4yrsUS$475.84k0.0021%
€ 906.7k
3.5yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: ARGX의 이사회경험이 있음으로 간주됩니다(평균 재임 3.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 12:39
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

argenx SE는 55명의 분석가가 다루고 있습니다. 이 중 30명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Colleen KusyBaird
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