argenx (ARGX)

• Market cap: $36.8B
• 1 day: 4.09%
• 5 days: 3.91%
• 1 month: -5.39%
• 3 months: -4.38%
• 6 months: 12.46%
• Year to date: -2.45%
• 1 year: 59.77%
• 5 years: 455.88%
• 10 years: 2,530.26%
• Sector: Healthcare
• Industry: Biological Products, Except Diagnostic Substances

About: Argenx is a Dutch biopharmaceutical company focused on developing antibody-based therapies for rare autoimmune diseases. The company's lead product, Vyvgart (efgartigimod), was approved by the FDA in December 2021 for the treatment of generalized myasthenia gravis (gMG). In 2022, Argenx also received FDA approval for Vyvgart Hytrulo, a subcutaneous formulation of Vyvgart, offering a more convenient option compared with Vyvgart's intravenous administration. In 2024, the FDA approved Vyvgart Hytrulo for Chronic Inflammatory Demyelinating Polyneuropathy, a rare immune-mediated neuromuscular disorder of the peripheral nervous system. Argenx is focused on innovation and developing its pipeline for treatments such as primary immune thrombocytopenia, thyroid eye disease, and Sjogren's Disease.

Employees: 1,148

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

126% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 34

107% more call options, than puts

Call options by funds: $375M | Put options by funds: $181M

22% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 118

11% more capital invested

Capital invested by funds: $19B [Q3] → $21B (+$2B) [Q4]

11% more funds holding

Funds holding: 352 [Q3] → 389 (+37) [Q4]

2.09% less ownership

Funds ownership: 58.62% [Q3] → 56.52% (-2.09%) [Q4]

10% less funds holding in top 10

Funds holding in top 10: 20 [Q3] → 18 (-2) [Q4]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $680 12% upside
• Avg. target: $752 24% upside
• High target: $1,100 82% upside

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

Guggenheim Yatin Suneja 30% 1-year accuracy 8 / 27 met price target	82% upside $1,100	Buy Maintained	10 Mar 2025
Baird Joel Beatty 40% 1-year accuracy 17 / 43 met price target	12% upside $680	Neutral Maintained	4 Mar 2025
Oppenheimer Leland Gershell 39% 1-year accuracy 22 / 56 met price target	16% upside $704	Outperform Maintained	28 Feb 2025
Wells Fargo Derek Archila 40% 1-year accuracy 14 / 35 met price target	22% upside $741	Overweight Maintained	28 Feb 2025
Citizens Capital Markets Jason Butler 37% 1-year accuracy 16 / 43 met price target	16% upside $701	Outperform Maintained	28 Feb 2025