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ARARGX

argenx SE

$ARGX·$66B·Biotechnology·Healthcare
$1031.66+0.8%1Y+46.0%
Mentions · last 7 days
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Price updated 7h ago
ARARGX
$ARGXargenx SE
$1,031.66+0.83%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

argenx SE, a biotechnology company established in Amsterdam, the Netherlands, in 2008, is dedicated to developing innovative therapies primarily for autoimmune diseases. The company's operations span across key global markets, including the United States, Japan, Europe, the Middle East, Africa, and China. Its leading investigational therapy is efgartigimod, which is being developed to address a broad range of conditions. These include generalized myasthenia gravis, immune thrombocytopenia, pemphigus vulgaris, chronic inflammatory demyelinating polyneuropathy, thyroid eye disease, bullous pemphigoid, myositis, primary Sjögren's syndrome, post-COVID postural orthostatic tachycardia syndrome, membranous nephropathy, lupus nephropathy, ANCA-associated vasculitis, and antibody-mediated rejection. Also noted in connection with its lead product efforts is ENHANZE SC. The company's extensive development pipeline features several other promising candidates. Empasiprubart is in development for multifocal motor neuropathy, delayed graft function, and dermatomyositis. ARGX-119 is being investigated for congenital myasthenic syndrome and amyotrophic lateral sclerosis. Further pipeline assets include ARGX-213, which targets FcRn; ARGX-121 and ARGX-220, both designed to modulate the immune system; ARGX-109, which targets IL-6; and ARGX-118, developed for inflammatory indications. argenx is also advancing cusatuzumab, ARGX-112, ARGX-114, and ARGX-115. The company’s portfolio encompasses several proprietary products and brands, such as VYVGART, VYVGART HYTRULO, VYVDURA, ARGENX, ABDEG, NHANCE, SIMPLE ANTIBODY, and ARGENXMEDHUB. Strategic collaborations are integral to argenx's business model. It maintains partnerships with AbbVie S.À.R.L., Zai Lab Limited, and LEO Pharma A/S, alongside numerous collaboration and license agreements with entities including 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., VIB vzw, University of Texas, BioWa, Inc., and Shire International GmbH. A specific collaboration with Genmab A/S focuses on the discovery, development, and commercialization of novel therapeutic antibodies for immunology and oncology applications. Additionally, argenx has a strategic collaboration with IQVIA Holdings Inc. for the provision of safety systems and related services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ARGX.

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $ARGX

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
38.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
12.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
89.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$7.32$7.06+3.7%
Q1 2026May 7, 2026$12.25$4.75+157.9%
Q2 2025Jul 31, 2025$2.94$-0.91+423.1%
Q1 2025May 8, 2025$2.68$2.89-7.3%
Next earningsThu, Mar 4·consensus EPS $8.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.8B+109.2%90.1%30.1%$13.49$748.7M
Q4 FY25$3.2B+459.2%89.4%26.5%$14.25$406.9M
Q2 FY25$948.0M+5.1%88.3%21.5%$6.85$432.6M
Q1 FY25$790.7M+97.2%89.8%17.9%$2.78—

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.2B$6.0B – $6.4B$28.98$25.98 – $33.0022
FY27$7.6B$7.4B – $7.9B$38.46$31.15 – $44.4920
FY28$9.0B$8.4B – $9.5B$48.75$44.75 – $52.419
FY29$10.6B$9.9B – $11.2B$60.76$55.79 – $65.3310
FY30$12.3B$11.5B – $13.0B$74.78$68.65 – $80.3910

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.93%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 62.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.025-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 23 other (14 6-Ks · 3 SC TO-T/As · 2 13Gs · 2 SC TO-Cs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

argenx Completes Acquisition of Forte Biosciences, Inc.globenewswire.com·5d agoHere Are Wednesday’s Top Wall Street Analyst Research Calls: Atlassian, Dick’s Sporting Goods, EPAM Systems, GoDaddy, Intuit, Jersey Mike’s Subs, JFrog, Lattice Semiconductor, and More247wallst.com·6d agoArgenx Just Landed Another Phase 3 Win -- and Wall Street May Be Missing the Bigger Storyfool.com·6d agoargenx VYVGART Hits Phase III Goal in Autoimmune Myositis, Eyes IMNM Filingdefenseworld.net·13d agoARGX Announces Positive Phase III Data on Vyvgart Hytrulo, Stock Upzacks.com·14d ago

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