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argenx SENasdaqGS:ARGX 주식 보고서

시가총액 US$50.2b
주가
US$808.43
US$986
18.0% 저평가 내재 할인율
1Y39.4%
7D1.3%
1D
포트폴리오 가치
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argenx SE

NasdaqGS:ARGX 주식 리포트

시가총액: US$50.2b

argenx (ARGX) 주식 개요

상업화 단계의 바이오 제약 회사인 argenx SE는 미국, 일본, 중국, 네덜란드 및 전 세계에서 자가 면역 질환 치료를 위한 다양한 치료제를 개발하고 있습니다. 자세히 보기

ARGX 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장5/6
과거 실적3/6
재무 건전성5/6
배당0/6

강점

위험 분석

우리의 위험 점검에서 ARGX에 대한 위험이 감지되지 않았습니다.

ARGX Community Fair Values

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argenx SE 경쟁사

가격 이력 및 성과

argenx 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가€808.43
52주 최고가€934.62
52주 최저가€510.06
베타-0.057
1개월 변동3.61%
3개월 변동-1.04%
1년 변동39.44%
3년 변동106.04%
5년 변동193.04%
IPO 이후 변동3,414.91%

최근 뉴스 및 업데이트

Seeking Alpha May 22

argenx: The FcRn Franchise Is Becoming An Autoimmune Operating System

Summary argenx (ARGX) is building a differentiated autoimmune platform, leveraging VYVGART’s commercial success into a self-reinforcing growth engine. ARGX delivered 63% YoY sales growth in Q1 2026, maintains 30% operating margins, and funds pipeline expansion without near-term financing risk. The recent FDA approval of VYVGART for all adult gMG patients expands ARGX’s addressable market and strengthens its competitive positioning. I view ARGX’s premium valuation as justified by its profitability, robust pipeline, and compounding platform potential, despite execution and class-crowding risks. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 22

argenx: The FcRn Franchise Is Becoming An Autoimmune Operating System

Summary argenx (ARGX) is building a differentiated autoimmune platform, leveraging VYVGART’s commercial success into a self-reinforcing growth engine. ARGX delivered 63% YoY sales growth in Q1 2026, maintains 30% operating margins, and funds pipeline expansion without near-term financing risk. The recent FDA approval of VYVGART for all adult gMG patients expands ARGX’s addressable market and strengthens its competitive positioning. I view ARGX’s premium valuation as justified by its profitability, robust pipeline, and compounding platform potential, despite execution and class-crowding risks. 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.

주주 수익률

ARGXUS BiotechsUS 시장
7D1.3%2.9%2.5%
1Y39.4%33.0%26.4%

수익률 대 산업: ARGX은 지난 1년 동안 33%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: ARGX은 지난 1년 동안 26.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is ARGX's price volatile compared to industry and market?
ARGX volatility
ARGX Average Weekly Movement4.3%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

안정적인 주가: ARGX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: ARGX의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
20081,863Karen Masseyargenx.com

상업화 단계의 바이오 제약 회사인 argenx SE는 미국, 일본, 중국, 네덜란드 및 국제적으로 자가 면역 질환 치료를 위한 다양한 치료제를 개발하고 있습니다. 이 회사는 gMG 및 면역성 혈소판 감소증(ITP) 치료를 위한 비브가르트(VYVGART)와 gMG 및 만성 염증성 탈수초성 다발성 신경병증(CIDP) 치료를 위한 비브가르트 하이트루로(VYVGART HYTRULO)를 제공합니다. 또한 혈청 음성 중증 근무력증, 안구 근무력증(MG), 원발성 ITP, 그레이브스병, 근염, 쇼그렌병, 전신 경화증, AMR 치료를 위한 에프가르티기모드, MMN, 이식편 기능 지연, CIDP를 위한 엠파시프루바트, 선천성 근위축 증후군 및 척추 근위축증을 위한 아디마네바트를 개발 중입니다.

argenx SE 기초 지표 요약

argenx의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
ARGX 기초 통계
시가총액US$50.22b
순이익 (TTM)US$1.49b
매출 (TTM)US$4.74b
33.7x
주가수익비율(P/E)
10.6x
주가매출비율(P/S)

ARGX는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
ARGX 손익계산서 (TTM)
매출US$4.74b
매출원가US$1.99b
총이익US$2.76b
기타 비용US$1.27b
순이익US$1.49b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Jul 23, 2026

주당순이익(EPS)23.94
총이익률58.11%
순이익률31.40%
부채/자본 비율0.6%

ARGX의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 11:59
종가2026/05/26 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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

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
null nullBaird
Colleen KusyBaird
Joel BeattyBaird