argenex (NASDAQ:ARGX) Issues Quarterly Earnings Results

argenex (NASDAQ:ARGX) issued its quarterly earnings data on Thursday. The company reported $8.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.05 by $1.97, Zacks reports. argenex had a return on equity of 29.78% and a net margin of 41.58%.

Here are the key takeaways from argenex’s conference call:

• argenx reported positive Phase 3 ADAPT OCULUS results in ocular MG—VYVGART high‑titer met the primary endpoint (p=0.012; mean MG‑II improvement 4.04 vs 1.99) with no new safety signals, and the company plans to file an sBLA.
• Backed by recent seronegative data and a PDUFA date on May 10, management expects to expand VYVGART’s label toward the broadest MG indication, targeting an addressable U.S. population of roughly 60,000 patients.
• Financials were strong—Q4 product sales of $1.3B and full‑year $4.2B (90% YoY growth), first annual operating profit of $1.1B, and ~$4.4B cash at year‑end, which management says funds continued commercial and pipeline investment.
• Commercial momentum continues with ~19,000 patients on VYVGART globally, the prefilled syringe (PFS) launch driving uptake and >4,700 prescribers, and expanded PFS access (UnitedHealthcare) covering >90% of lives to aid adoption in MG and CIDP.
• The pipeline is broadening (next‑gen FcRn assets ARGX‑213/ARGX‑124, empasiprubart MMN readout in Q4, myositis Phase‑3 programs), but management expects higher R&D and SG&A spending in 2026—continued investment with timing and commercial impact still uncertain.

argenex Stock Performance

Shares of ARGX stock traded down $45.42 during trading hours on Thursday, reaching $771.53. The company had a trading volume of 829,988 shares, compared to its average volume of 394,033. argenex has a 12-month low of $510.05 and a 12-month high of $934.62. The company has a market capitalization of $47.74 billion, a price-to-earnings ratio of 33.13, a PEG ratio of 0.73 and a beta of 0.37. The stock has a fifty day moving average of $829.64 and a 200-day moving average of $810.13.

Institutional Investors Weigh In On argenex

A number of hedge funds have recently modified their holdings of the company. Sunbelt Securities Inc. purchased a new stake in shares of argenex during the 3rd quarter valued at approximately $36,000. Geneos Wealth Management Inc. lifted its stake in shares of argenex by 550.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 117 shares of the company’s stock valued at $69,000 after purchasing an additional 99 shares during the last quarter. Transamerica Financial Advisors LLC lifted its stake in shares of argenex by 80.9% in the 4th quarter. Transamerica Financial Advisors LLC now owns 85 shares of the company’s stock valued at $71,000 after purchasing an additional 38 shares during the last quarter. Rakuten Securities Inc. increased its position in shares of argenex by 113.1% during the 2nd quarter. Rakuten Securities Inc. now owns 130 shares of the company’s stock worth $72,000 after purchasing an additional 69 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its position in shares of argenex by 60.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 133 shares of the company’s stock worth $73,000 after purchasing an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 60.32% of the company’s stock.

Key Headlines Impacting argenex

Here are the key news stories impacting argenex this week:

• Positive Sentiment: Positive Phase‑3 result: argenx reported topline positive ADAPT OCULUS data for VYVGART in ocular myasthenia gravis (primary endpoint met, p=0.012), supporting a planned sBLA to the FDA to expand the label into oMG. Argenx Touts Positive Phase 3 Eye Disease Study Results
• Positive Sentiment: Strong sales and FY results: argenx announced $1.3B Q4 and $4.2B FY 2025 product net sales (≈90% YoY growth) — evidence of rapid commercial traction for VYVGART. Full Year 2025 Financial Results
• Positive Sentiment: Quarterly beat: ARGX reported $8.02 EPS for the quarter vs. $6.05 consensus, with strong margins and ROE — a near-term fundamental beat that underpins revenue strength. Conference call and slide deck available for details. Earnings Release & Call Materials
• Neutral Sentiment: Analyst notes and previews: several earnings previews and insights were published ahead of/with results — useful for forward‑looking assumptions but do not change the headline clinical and sales news. Earnings Insights
• Negative Sentiment: Heavy trading and profit‑taking pressure: intraday volume is well above average and the stock is trading lower — likely a sell-the-news response after a large run and the strong prints. Market is also digesting valuation (large market cap, elevated multiples) versus near-term visibility on incremental label expansion and global uptake. Market Data
• Negative Sentiment: Short‑interest data appears unreliable in some reports (zero/NaN entries) — but elevated volatility and higher volume can attract short sellers or traders, adding near‑term pressure. Monitor confirmed short interest updates. What To Expect From Q4 2025

Analyst Ratings Changes

Several equities analysts recently issued reports on ARGX shares. Stifel Nicolaus boosted their target price on shares of argenex from $1,028.00 to $1,248.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Wells Fargo & Company lifted their price objective on shares of argenex from $1,264.00 to $1,317.00 and gave the company an “overweight” rating in a report on Tuesday, January 20th. JPMorgan Chase & Co. increased their target price on shares of argenex from $925.00 to $1,100.00 and gave the stock an “overweight” rating in a research note on Monday, December 8th. Wolfe Research restated a “peer perform” rating on shares of argenex in a research note on Monday, November 24th. Finally, HC Wainwright increased their price target on argenex from $774.00 to $915.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, argenex presently has a consensus rating of “Moderate Buy” and an average target price of $986.78.

argenex Company Profile

argenx (NASDAQ: ARGX) is a biotechnology company focused on the discovery, development and commercialization of antibody-based therapeutics for severe autoimmune and neuromuscular diseases. The company uses its proprietary SIMPLE Antibody platform to generate differentiated antibodies and engineered Fc regions, and it pursues mechanisms that modulate the neonatal Fc receptor (FcRn) to reduce pathogenic IgG levels. Argenx’s research and development activities span target identification, preclinical development and late-stage clinical programs aimed at addressing unmet needs in immunology.

The company’s lead product, efgartigimod (marketed as Vyvgart), is an FcRn antagonist developed to reduce circulating IgG antibodies and treat IgG-mediated disorders.