Perfil da empresa · Healthcare

argenx NV ADR

ARGX · EUA
Bolsa
EUA
País / Região
USA
Data do IPO
18 de maio de 2017
Funcionários
1.863
Preço atual
$888.33
Ao vivo · 27 de julho de 2026
Compra justa
≤ $720
Entrada com margem de segurança
Pontuação de Crescimento Baillie
55/100
Médio
Valor intrínseco · Faixa em três níveis Preço atual $888.33 Ao vivo · Dentro da faixa de valor intrínseco justo

Faixa de valuation composta · conservador $550–$650 / justo $780–$920 / otimista $1,100–$1,300. A $888.33, Dentro da faixa de valor intrínseco justo.

Na publicação $882.41 (9 de junho de 2026)

Valor de mercadoUS$ 57,1 bi
Receita (TTM)US$ 5,32 bi
EBITDAUS$ 1,61 bi
Margem líquida32,27%
ROE23,64%
P/L (TTM)34,97
P/L projetado35,34
PEG1,57
LPAUS$ 26,26
Faixa de 52 semanasUS$ 590,78 – US$ 953,58
Preço-alvo dos analistasUS$ 1.079,39
Recomendação dos analistas4.6 / 5

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

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). 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; empasiprubart for MMN, delayed graft function, and CIDP; and adimanebart for congenital myasthenic syndrome and spinal muscular atrophy. In addition, the company is developing ARGX-213, a neonatal Fc receptor (FcRn)-targeted antibody engineered for half-life extension and sustained IgG reduction; ARGX-124, a FcRn pipeline candidate; ARGX-109, which targets IL-6 to treat inflammation; ARGX-121, which targets immunoglobulin A; and ARGX-118, which develops antibodies against Galectin-10, as well as cusatuzumab, ARGX-112, ARGX-114, and ARGX-115. 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. for ARGX-115. argenx SE was incorporated in 2008 and is based in Amsterdam, the Netherlands.

História

argenx was founded in 2008 in the Netherlands by Hans de Haard, Torsten Dreier, and Tim Van Hauwermeiren, building on the SIMPLE Antibody platform from Ghent University's VIB institute. It listed on Euronext Brussels in July 2014 (ARGX.BR), adopted the legal name argenx SE effective 2017-04-26, and completed a Nasdaq secondary listing in May 2017 (IPO 2017-05-18). Key milestones followed: FDA approval of Vyvgart for gMG in December 2021, Vyvgart Hytrulo's FDA approval for CIDP on 2024-06-21, the Vision 2030 strategy in November 2024, and a CEO transition on 2026-05-06 when Karen Massey succeeded founder Tim Van Hauwermeiren, who became chairman.

Posição no setor

argenx is the first-in-class leader in FcRn inhibitors for rare autoimmune diseases. Its core product Vyvgart (efgartigimod) generated FY2025 net sales of USD 4.15 billion (+90%), about 97.7% of revenue, treating roughly 19,000 patients, and is approved for gMG and CIDP globally plus ITP in Japan. With a market capitalization of about USD 54.8 billion, argenx holds dominant current class sales (over 90%) and an approximately 65% forward market share. Competitors in the FcRn class include UCB's Rystiggo (FY2025 EUR 332 million), J&J's Imaavy (nipocalimab, approved 2025-04), batoclimab, and Immunovant's IMVT-1402.