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Healthcare - Biotechnology - NASDAQ - NL
$ 564.225
-5.18 %
$ 33.7 B
Market Cap
-732.76
P/E
1. INTRINSIC VALUE

argenx SE, a biotechnology company, focuses on developing various therapies for the treatment of autoimmune diseases in the United States, the Netherlands, Belgium, Japan, Switzerland, Germany and France. Its lead product candidate is efgartigimod for the treatment of patients with myasthenia gravis, immune thrombocytopenia, pemphigus vulgaris, and chronic inflammatory demyelinating polyneuropathy in Phase III clinical trials; bullous pemphigoid and idiopathic inflammatory myopathy in Phase II/III clinical trials; and ENHANZE SC in Pre-clinical study. The company is also developing immunology innovation programs, including cusatuzumab for hematological cancer, as well as high risk MDS; ARGX-119, an antibody that targets muscle-specific tyrosine kinase stage; ARGX-117 for severe autoimmune indications; ARGX-118 for airway inflammation; and ARGX-120 to treat autoimmune diseases.[ Read More ]

The intrinsic value of one ARGX stock under the base case scenario is HIDDEN Compared to the current market price of 564 USD, argenx SE is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ARGX

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FINANCIALS
1.23 B REVENUE
198.56%
-425 M OPERATING INCOME
40.94%
-425 M NET INCOME
40.99%
-420 M OPERATING CASH FLOW
51.28%
308 M INVESTING CASH FLOW
166.83%
1.34 B FINANCING CASH FLOW
58.43%
573 M REVENUE
-34.66%
14.2 M OPERATING INCOME
108.94%
29.1 M NET INCOME
147.19%
-76 M OPERATING CASH FLOW
0.00%
-561 M INVESTING CASH FLOW
0.00%
40 M FINANCING CASH FLOW
0.00%
Balance Sheet Decomposition argenx SE
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Current Assets 4.12 B
Cash & Short-Term Investments 3.18 B
Receivables 499 M
Other Current Assets 445 M
Non-Current Assets 419 M
Long-Term Investments 47.2 M
PP&E 22.7 M
Other Non-Current Assets 349 M
Current Liabilities 423 M
Accounts Payable 246 M
Short-Term Debt 4.65 M
Other Current Liabilities 173 M
Non-Current Liabilities 22 M
Long-Term Debt 15.4 M
Other Non-Current Liabilities 6.6 M
EFFICIENCY
Earnings Waterfall argenx SE
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Revenue 1.23 B
Cost Of Revenue 118 M
Gross Profit 1.11 B
Operating Expenses 1.53 B
Operating Income -425 M
Other Expenses 0
Net Income -425 M
RATIOS
90.39% GROSS MARGIN
90.39%
-34.66% OPERATING MARGIN
-34.66%
-24.06% NET MARGIN
-24.06%
-7.20% ROE
-7.20%
-6.50% ROA
-6.50%
-10.05% ROIC
-10.05%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis argenx SE
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Net Income -425 M
Depreciation & Amortization 111 M
Capital Expenditures -43.8 M
Stock-Based Compensation 233 M
Change in Working Capital -404 M
Others -134 M
Free Cash Flow -464 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets argenx SE
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Wall Street analysts predict an average 1-year price target for ARGX of $525 , with forecasts ranging from a low of $416 to a high of $715 .
ARGX Lowest Price Target Wall Street Target
416 USD -26.27%
ARGX Average Price Target Wall Street Target
525 USD -6.98%
ARGX Highest Price Target Wall Street Target
715 USD 26.72%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership argenx SE
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7. News
Argenx upgraded to Outperform from Peer Perform at Wolfe Research Wolfe Research upgraded Argenx to Outperform from Peer Perform. https://thefly.com - 5 days ago
argenx and Zai Lab Announce Approval of VYVGART Hytrulo for Chronic Inflammatory Demyelinating Polyneuropathy in China First and only NMPA-approved treatment for patients with CIDP in China  Second VYVGART Hytrulo indication approved in China  November 11, 2024 – 7:30am ET  Amsterdam, the Netherlands— argenx SE (Euronext & Nasdaq: ARGX) and Zai Lab Limited (Nasdaq: ZLAB; HKEX: 9688) today announced that China's National Medical Products Administration (NMPA) approved the supplemental Biologics License Application (sBLA) for VYVGART Hytrulo 1,000mg (5.6ml)/vial [efgartigimod alfa injection (subcutaneous injection)] for the treatment of adult patients with chronic inflammatory demyelinating polyneuropathy (CIDP). VYVGART Hytrulo is approved for CIDP as a once weekly 30-to-90 second subcutaneous injection. globenewswire.com - 5 days ago
Zai Lab and argenx Announce Approval of VYVGART Hytrulo for Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) in China SHANGHAI & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) and argenx (Euronext & Nasdaq: ARGX) today announced that China's National Medical Products Administration (NMPA) approved the supplemental Biologics License Application (sBLA) for VYVGART Hytrulo 1,000mg (5.6ml)/vial [Efgartigimod Alfa Injection (Subcutaneous Injection)] for the treatment of adult patients with chronic inflammatory demyelinating polyneuropathy (CIDP). VYVGART Hytrulo is approved for CI. businesswire.com - 5 days ago
Why Argenx (ARGX) Might be Well Poised for a Surge Argenx (ARGX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions. zacks.com - 1 week ago
Is Argenx (ARGX) Outperforming Other Medical Stocks This Year? Here is how argenex SE (ARGX) and Novartis (NVS) have performed compared to their sector so far this year. zacks.com - 1 week ago
argenx to Participate at Upcoming Investor Conferences November 5, 2024 Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that members of the management team will participate in the following upcoming investor conferences in November: globenewswire.com - 1 week ago
Argenx: Strong CIDP Launch, But gMG Growth Propels Q3 Sales Beat 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. seekingalpha.com - 2 weeks ago
argenx SE (ARGX) Q3 2024 Earnings Call Transcript argenx SE (NASDAQ:ARGX ) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Beth DelGiacco – Vice President, Corporate Communications and Investor Relations Tim Van Hauwermeiren – Chief Executive Officer Karl Gubitz – Chief Financial Officer Karen Massey – Chief Operating Officer Conference Call Participants Derek Archila – Wells Fargo Tazeen Ahmad – Bank of America James Gordon – JPMorgan Allison Bratzel – Piper Sandler Myles Minter – William Blair Alex Thompson – Stifel Danielle Brill – Raymond James Amy Li – Jefferies Yaron Werber – TD Cowen Vikram Purohit – Morgan Stanley Charles Pitman-King – Barclays Samantha Semenkow – Citi Gavin Clark-Gartner – Evercore ISI Suzanne van Voorthuizen – Kempen Joel Beatty – Baird Joon Lee – Truist Securities Victor Floc'h – BNP Paribas Xian Deng – UBS Leland Gershell – Oppenheimer Andy Chen – Wolfe Research Rajan Sharma – Goldman Sachs Thomas Smith – Leerink Partners Douglas Tsao – H. C. Wainwright David Seynnaeve – Petercam Emmanuel Papadakis – Deutsche Bank Simon Baker – Redburn Atlantic Operator Good morning. seekingalpha.com - 2 weeks ago
argenx Reports Third Quarter 2024 Financial Results and Provides Business Update $573 million in third quarter global net product sales CIDP global expansion on track, with decisions on approval under review in Japan, Europe, China, and Canada Management to host conference call today at 1:30 PM CET (8:30 AM ET) Regulated information - Inside information October 31, 2024 7:00AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced its third quarter 2024 financial results and provided a business update. “We delivered significant patient impact with VYVGART over the quarter, expanding our gMG footprint and delivering innovation to CIDP patients three months into launch,” said Tim Van Hauwermeiren, Chief Executive Officer of argenx. globenewswire.com - 2 weeks ago
argenx to Report Third Quarter 2024 Financial Results and Business Update on October 31, 2024 October 24, 2024 Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that it will host a conference call and audio webcast on Thursday, October 31, 2024 at 1:30 PM CET (8:30 AM ET) to discuss its third quarter 2024 financial results and provide a business update. globenewswire.com - 3 weeks ago
argenx Highlights Data Showing Patient Impact Across Multiple Immunology Programs at 2024 American Association of Neuromuscular & Electrodiagnostic Medicine Annual Meeting and Myasthenia Gravis Foundation of America Scientific Sessions Long-term and real-world data of VYVGART® (efgartigimod alfa-fcab) and VYVGART® Hytrulo (efgartigimod alfa and hyaluronidase-qvfc) demonstrate speed of onset, depth of response, and durability of response globenewswire.com - 1 month ago
3 Best Earnings Acceleration Stocks to Buy in a Strong Q4 With the advent of a strong fourth quarter, it's prudent to invest in stocks exhibiting solid earnings acceleration such as Argenx, Alphatec Holdings and Olin Corporation. zacks.com - 1 month ago
8. Profile Summary

argenx SE ARGX

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COUNTRY NL
INDUSTRY Biotechnology
MARKET CAP $ 33.7 B
Dividend Yield 0.00%
Description argenx SE, a biotechnology company, focuses on developing various therapies for the treatment of autoimmune diseases in the United States, the Netherlands, Belgium, Japan, Switzerland, Germany and France. Its lead product candidate is efgartigimod for the treatment of patients with myasthenia gravis, immune thrombocytopenia, pemphigus vulgaris, and chronic inflammatory demyelinating polyneuropathy in Phase III clinical trials; bullous pemphigoid and idiopathic inflammatory myopathy in Phase II/III clinical trials; and ENHANZE SC in Pre-clinical study. The company is also developing immunology innovation programs, including cusatuzumab for hematological cancer, as well as high risk MDS; ARGX-119, an antibody that targets muscle-specific tyrosine kinase stage; ARGX-117 for severe autoimmune indications; ARGX-118 for airway inflammation; and ARGX-120 to treat autoimmune diseases. In addition, its partnered product candidates include ARGX-115 for the treatment of cancer; ARGX-112 to treat interleukin-22 receptor; and ARGX-114, an antibody directed against the MET receptor. The company has strategic partnership with AbbVie S.À.R.L., Zai Lab Limited, and LEO Pharma A/S; and collaboration and license agreement with Genor Biopharma Co. Ltd, Université Catholique de Louvain, Sopartec S.A., NYU Langone Health, Leiden University Medical Center, AgomAb Therapeutics NV, Broteio Pharma B.V., University of Texas, BioWa, Inc., Cilag GmbH International, Staten Biotechnology B.V., and Shire International GmbH. argenx SE was incorporated in 2008 and is based in Breda, the Netherlands.
Contact Willemstraat 5, Breda, 4811 AH https://www.argenx.com
IPO Date May 18, 2017
Employees 1148
Officers Mr. Marc Schorpion Global Head of Human Resources Ms. Malini Moorthy General Counsel Mr. Arjen Lemmen M.Sc. Vice President of Corporate Development & Strategy Mr. Timothy Van Hauwermeiren EMBA, M.Sc. Chief Executive Officer & Executive Director Ms. Beth DelGiacco Vice President and Global Head of Corporate Communications & Investor Relations Mr. Karl Gubitz Chief Financial Officer Ms. Karen Massey Chief Operating Officer Mr. Filip Borgions Vice President & Global Head of Technical Operations Mr. Peter Ulrichts Chief Scientific Officer Ms. Andria Wilk Global Head of Quality