argenx SE

NasdaqGS:ARGX 주식 리포트

시가총액: US$49.0b

argenx 경영진

경영진 기준 점검 4/4

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 보유율n/a
경영진 평균 재임 기간4.1yrs
이사회 평균 재임 기간5.8yrs

최근 경영진 업데이트

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.

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 US 시장에서 비슷한 규모 기업의 평균(USD14.67M)보다 낮습니다.

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$6.32m데이터 없음
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$6.32m데이터 없음
Hans de Haard
Co-Founder & Member of Board Advisorsno data데이터 없음데이터 없음
Peter K. Verhaeghe
Independent Chairman of the Board11.8yrsUS$536.90k0.0037%
$ 1.8m
Anthony Rosenberg
Independent Vice Chairman9.1yrsUS$477.40k0.0037%
$ 1.8m
Brian Kotzin
Non-Executive Director2yrsUS$484.90k0.0016%
$ 779.1k
James Daly
Independent Non-Executive Director8yrsUS$492.40k0.0022%
$ 1.1m
Pamela M. Klein
Independent Non-Executive Director10.1yrsUS$472.40k0.0037%
$ 1.8m
Timothy Van Hauwermeiren
Co-Founder & Non-Executive Chairman of the Board11.8yrsUS$4.57m0.12%
$ 56.8m
David Lacey
Member of Board Advisorsno dataUS$622.58k데이터 없음
Steve Krognes
Independent Non-Executive Director3.3yrsUS$490.84k0.0024%
$ 1.2m
Camilla Sylvest
Independent Non-Executive Director3.7yrsUS$464.90k0.0030%
$ 1.5m
Ana Cespedes
Independent Non-Executive Director3.4yrsUS$475.84k0.0021%
$ 1.0m
5.8yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: ARGX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 01:04
종가2026/05/07 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 가이드와 YouTube 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 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullBaird
Colleen KusyBaird
Joel BeattyBaird