Latest news with #Vyvgart
Yahoo
4 days ago
- Business
- Yahoo
Argenx added to Best Ideas List at Wedbush
Wedbush added Argenx (ARGX) to the firm's Best Ideas List as it believes the company is uniquely positioned to deliver sustained, market-leading growth in the autoimmune space, driven by continued expansion of Vyvgart and an emerging pipeline of assets that can sustain long-term momentum. Wedbush has an Outperform rating on the shares with a price target of $715. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on ARGX: Disclaimer & DisclosureReport an Issue Argenx pullback brings 'attractive buying opportunity,' says Citi Argenx Se: Strong Growth Prospects and Attractive Buying Opportunity Amid Vyvgart Expansion and Upcoming Catalysts Argenx price target lowered to $699 from $701 at Citizens JMP Argenx upgraded to Outperform from Neutral at Baird Argenx Se: Buy Rating Affirmed Amid Pricing Strategy Confidence and Promising Growth Prospects
Yahoo
07-05-2025
- Business
- Yahoo
argenx SE (ARGX): A Bull Case Theory
We came across a bullish thesis on argenx SE (ARGX) on Substack by FluentInQuality. In this article, we will summarize the bulls' thesis on ARGX. argenx SE (ARGX)'s share was trading at $629.51 as of April 29th. ARGX's trailing and forward P/E were 49.26 and 90.91 respectively according to Yahoo Finance. Is Alzamend Neuro, Inc. (ALZN) the Cheapest Stock Insiders Are Buying In March? A biopharmaceutical facility with technicians working on a manufacturing line of treatments and preventions. argenx SE (ARGX) is emerging as a transformative force in the autoimmune space, not as a traditional biotech chasing one-off blockbuster drugs, but as a platform company methodically scaling a repeatable, high-leverage model. Its core strength lies in a single mechanism—FcRn inhibition—which is being deployed across a range of autoimmune conditions. The flagship therapy, Vyvgart, a first-in-class FcRn blocker, has already been approved for generalized myasthenia gravis (gMG), with promising expansion into chronic inflammatory demyelinating polyneuropathy (CIDP) and trials underway in autoimmune hematology, dermatology, and nephrology. This strategic expansion isn't random—it reflects a deliberate, pipeline-as-platform approach where each successful indication unlocks adjacent markets, accelerating scale and reach. What makes argenx particularly compelling is the chronic nature of the diseases it targets. Autoimmune conditions don't resolve; they require long-term management, translating into durable, recurring revenue. Vyvgart has already crossed €1 billion in annualized revenue, aided by the introduction of a subcutaneous formulation that enhances ease of access and adherence. As global rollout efforts continue across Europe, Japan, and China, and new indications come online, the addressable market keeps expanding. This isn't one-time therapy revenue—it's foundational, high-margin income in largely underserved, fragmented markets. Beyond Vyvgart, argenx is leveraging its FcRn-focused antibody platform to build a deep pipeline, including multiple efgartigimod variants targeting new autoimmune indications, with preclinical efforts also branching into oncology and nephrology. This diversification, grounded in a single, validated biological mechanism, reduces risk with each subsequent success. It's a textbook example of platform biotech, where discovery scale and efficiency create significant long-term optionality—far beyond the narrow view of being a 'single-asset' or 'rare disease' player. Financially, while current R&D investments remain substantial, they are the fuel driving platform expansion. As revenues scale, manufacturing efficiencies and global reach are set to unlock meaningful operating leverage. Argenx is now transitioning from the heavy investment phase to one where margins are expected to expand materially.
Yahoo
21-03-2025
- Business
- Yahoo
Immunovant's batoclimab shows ‘impressive' efficacy in MG, says H.C. Wainwright
Immunovant (IMVT) reported best absolute improvements with IMVT-1402 in myasthenia gravis and chronic inflammatory demyelinating polyneuropathy, and while H.C. Wainwright analyst Douglas Tsao was encouraged to see the impressive absolute improvements in MG-Activities of Daily Living, the firm acknowledges that the placebo-adjusted readout was mid-pack among FcRn inhibitors-better than nipocalimab but below argenx's (ARGX) Vyvgart and UCB's (UCBY) Rystiggo, the analyst tells investors. The company also reported positive initial CIDP results from Period 1 of the study, which showed that following standard of care washout, patients were randomized into 680mg and 340mg batoclimab only, the firm says. The firm has a Buy rating and $51 price target on Immunovant shares, and says the 'more is better' debate has not yet been settled. Easily identify stocks' risks and opportunities. Discover stocks' market position with detailed competitor analyses. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on IMVT: Questions or Comments about the article? Write to editor@ Immunovant Announces Positive Phase 3 Study Results Immunovant announces results from Phase 3 study of batoclimab in MG Roivant says Immunovant announces results from Phase 3 study of batoclimab in MG Immunovant's Phase 3 Trial of Batoclimab: A Catalyst for Future Growth and Market Impact Biohaven price target lowered to $57 from $73 at Bernstein
