$ARGX

argenx reported positive Phase 2 results for FB102, a CD122 inhibitor, in celiac disease. The study met its primary endpoint (p=0.0176) and showed efficacy across multiple measures. The company plans to advance FB102 into Phase 3 development. FB102 is also being evaluated for other autoimmune diseases.

argenx (ARGX) halted its Phase 3 UNITY study of efgartigimod SC for Sjögren's disease after an IDMC recommended stopping due to futility. The study failed to meet its primary endpoint, though safety data were consistent with expectations. argenx plans to analyze the data further and share insights with the Sjögren's community.

Halozyme (HALO) expanded its collaboration with argenx, adding two more exclusive targets for its ENHANZE® technology. The deal strengthens Halozyme's portfolio and reinforces ENHANZE's long-term potential. Halozyme may receive milestone payments and royalties on net sales of products using ENHANZE®.

Argenx SE (ARGX) has a market cap near $60B. 10 analysts predict its stock, priced at $919, will reach at least $1,200 in 12 months. Some analysts set targets up to $1,415. The company reported $1.5B in Q3 sales, driven by Vyvgart and Vyvgart Hytrulo. Argenx faces clinical trial risks and China sales challenges.

Argenx (ARGX) initiated a Phase 2 study for empasiprubart as an add-on therapy for Guillain-Barré syndrome. The study aims to assess efficacy and safety when combined with standard IVIg treatment. The trial is not yet recruiting, with primary readouts expected after approximately 67 weeks of follow-up per patient. Success could expand ARGX's portfolio beyond autoimmune diseases, though near-term valuation impact is expected to be modest.

Argenx (ARGX) shares rose 30% over the past year. Analysts at Wells Fargo (WFC) and UBS (UBS) predict a 40% upside, citing 18 quarters of revenue growth, 60% YoY sales growth in Q2 2026, and successful clinical trials for Vyvgart Hytrulo. Risks include reliance on Vyvgart and potential clinical setbacks.

Argenx reported 18 consecutive quarters of revenue growth, with Q2 2026 sales up 60% year-over-year. Its therapies Vyvgart and Vyvgart Hytrulo are driving growth, with expanding operating margins. The company expects further growth from new indications and pipeline developments. Analysts rate it a buy, with a 14% upside target.

argenx (ARGX) reported positive Phase 3 trial results for VYVGART Hytrulo in treating autoimmune myositis. Shares have surged, with a 1-year return of 50.58%. Analysts debate valuation, with some calling it 32.2% overvalued at €907.40, while others see a 52.2% discount. Investors should watch for clinical setbacks and pricing pressures.

UBS upgraded SolarEdge (SEDG) to Buy with a $42 target, citing FCC benefits. Wolfe upgraded DT Midstream (DTM) to Outperform with a $145 target. Piper upgraded Neogen (NEOG) to Overweight with a $14 target. UBS upgraded Argenx (ARGX) to Buy with a $1,400 target. National Bank upgraded Scotiabank (BNS) to Outperform with a C$142 target. JPMorgan and BofA downgraded Intuit (INTU) to Neutral with a $331 target. Truist downgraded Dick's Sporting (DKS) and Nike (NKE). Wells downgraded GoDaddy (GDDY).

UBS upgraded argenx SE (ARGX) to Buy with a $1,400 price target, citing positive trial results for Vyvgart. ARGX's stock is trading at $1,048.84, 29.0% below its GF Value™ of $1,478.00. The company has a GF Score™ of 78, strong financial health, and a growing pipeline. Institutional interest remains high, with 8 gurus holding shares.