NASDAQ · Health Care

ARGENX SE ARGX

argenx SE, a commercial-stage biopharma company, develops various therapies for the treatment of autoimmune diseases in the United States, Japan, China, the Netherlands, and internationally. The company offers VYVGART for the treatment of gMG and immune thrombocytopenia (ITP), and VYVGART HYTRULO for the treatment of gMG and chronic inflammatory demyelinating polyneuropathy (CIDP).

Biotechnology: Biological Products (No Diagnostic Substances)

Company profile

Business mix

  • The company offers VYVGART for the treatment of gMG and immune thrombocytopenia (ITP), and VYVGART HYTRULO for the treatment of gMG and chronic inflammatory demyelinating polyneuropathy (CIDP).
  • It also develops efgartigimod for the treatment of seronegative gMG, ocular myasthenia gravis (MG), primary ITP, grave’s disease, myositis, Sjögren’s disease, systemic sclerosis, and AMR.
  • In addition, the company is developing ARGX-213, a neonatal Fc receptor (FcRn)-targeted antibody engineered for half-life extension and sustained IgG reduction.
  • It has strategic partnerships and license agreements with Zai Lab to develop and commercialize efgartigimod; Halozyme Therapeutics to its ENHANZE for the prevention and treatment of human diseases; OncoVerity, Inc for cusatuzumab; and AbbVie, Inc.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within biotechnology?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 36.94 FCF N/A Buyback 0.84%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sands Capital Management Frank Sands 1.0% $248.5M 2026-03-31
Baron Capital Ron Baron 0.3% $101.2M 2026-03-31
Baker Bros. Advisors 0.1% $18.4M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $152.2M Estimated from net reduced shares
Net share change / base shares -29.1% -206,656 / 710,763
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.8% 13F value change -$28.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 153,719 Last 1 periods -15,071 (-9.8%) Total shares 138,648 Value $101.2M
Baker Bros. Advisors 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 25,174 Last 1 periods +0 (0.0%) Total shares 25,174 Value $18.4M
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -4.6% 13F value change -$51.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 356,870 Last 1 periods -16,585 (-4.6%) Total shares 340,285 Value $248.5M
Alkeon Capital Management 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$129.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 175,000 Last 1 periods -175,000 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.