Argen X SE - ADR
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+ FollowMarket Cap$56.62B
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Earnings Call Q4 2025
February 26, 2026 - AI Summary
Significant Revenue Growth: In Q4 2025, argenx reported product net sales of $1.3 billion, marking a 90% year-over-year growth. For the full year, net sales reached $4.2 billion, highlighting strong demand and prescriber confidence, particularly spurred by the successful launch of the prefilled syringe (PFS) for self-injection.
Positive Clinical Results: The company announced successful Phase III results for VYVGART in ocular myasthenia gravis, meeting primary endpoints with a statistically significant improvement in patient-reported outcomes (p-value of 0.012). This positions VYVGART to expand its label, potentially addressing a market of 7,000 additional patients.
Growth Opportunities Ahead: The company anticipates further growth drivers from additional indications such as seronegative MG, autoimmune myositis, and Sjogren's disease. Key upcoming milestones include the PDUFA date for seronegative MG on May 10, which could augment their addressable market by 11,000 patients.
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$413.16
55.6% downside
Current Fair Value
55.6% downsideOvervalued by 55.6% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $56.62 Billion |
|---|---|
| Enterprise Value | $53.13 Billion |
| Earnings per Share | $21.14 |
| Beta | -0.02 |
| Outstanding Shares | 62,735,385 |
Return
| Return on Equity | 29.29% |
|---|---|
| Return on Assets | 24.57% |
| Return on Invested Capital | 28.97% |
Valuation & Multiples
| P/E Ratio | 42.54 |
|---|---|
| PEG | 40.04 |
| Price to Sales | 8.87 |
| Price to Book Ratio | 6.95 |
| Enterprise Value to Revenue | 8.06 |
| Enterprise Value to EBIT | 21.69 |
| Enterprise Value to Net Income | 21 |
| Total Debt to Enterprise | 0 |
| Debt to Equity | 0.01 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 29, 2026
EPS Estimate
$6.69
Consensus analyst estimateRevenue Estimate
$1.55 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 25, 2027
EPS Estimate
$7.70
Consensus analyst estimateRevenue Estimate
$3.35 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 57.76% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.32%▼ 45.68% |
|---|---|
| Total Invested | $187.69M▼ 99.28% |
| Investors Holding | 149▼ 379.00% |
About Argen X SE
1,599 employees
CEO: Tim Van Hauwermeiren
argenx SE is a biotechnology firm dedicated to advancing innovative treatments for autoimmune conditions across key global markets, including the United States, several European nations (the Netherlands, Belgium, Switzerland, Germany, Fr...